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The Latest from
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May 31, 2018
Highlighted Top Ideas
HTZ – Hertz Global Holdings, Inc.
LEN – Lennar Corporation
MTW – The Manitowoc Company, Inc.Other Recent Analyses
FND – Floor & Decor Holdings, Inc.
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KBH – KB Home... -
May 31, 2018
Sanofi (SAN:FRA)currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 14.4x Uniform P/E, implying bearish expectations for the firm. However, management is confident in their CHC business, Praluent, and investments...
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May 30, 2018
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Albemarle Corporation Other Highlights: AMZN, PLNT, LLL Other Recent Analyses: ABBV, AMGN, BABA, BLDR, CCL, LGIH, MO, MYL, NAV, NCSM, NOV, PFE, VOW3:DEU, ZG...
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May 30, 2018
Agilent Technologies, Inc. (A:USA)currently trades near historical averages relative to UAFRS-based (Uniform) Earnings, with a Uniform P/E of 20.0x. At these levels, the market has bullish expectations for the firm, but management has concerns about technology, growth, and margins...
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May 29, 2018
Amazon.com Inc. (AMZN:USA)currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 118.1x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about Prime and AWS...
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May 28, 2018
Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals. This week, we focus on Roper Technologies, Inc. (ROP), Laboratory Corporation of America Holdings (LH), Cantel Medical Corp. (CMD)....
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May 25, 2018
Planet Fitness (PLNT:USA)currently trades at historical highs relative to UAFRS-based (Uniform) Earnings, with a 23.1x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm, and although negative management sentiment suggests the potential for near-term headwinds, market expectations are overly bearish in the context of the firm’s historical performance and strong fundamental tailwinds, implying long-term equity upside remains warranted...
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May 25, 2018
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. Market expectations for a negative inflection in returns and growth appears too pessimistic, considering management’s successful pivot and growing confidence...
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