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January 23, 2019
Discovery Communications (DISC.A:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings with an 9.1x Uniform P/E. Meanwhile, management is confident about unbundling trends, TLC, and other tailwinds...
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January 23, 2019
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: Intuit Inc. Other Highlights: SQ, YUM, ZTS Other Recent Analyses: ALXN, CERN, EA, EQT, GLEN:GBR, GWW, INCY, IRM, IT, JD, LUV, ROK, SHW, STZ, TJX, VAR...
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January 22, 2019
Intuit Inc. (INTU:USA) currently trades at historical peaks relative to UAFRS-based (Uniform) Earnings, with a 30.3x Uniform P/E, implying bullish expectations for the firm. However, management may have concerns about revenue growth per customer and retention rates, as well as organic revenue guidance and the potential of new features...
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January 21, 2019
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 NIC Inc. (EGOV), Cisco Systems, Inc. (CSCO), Charter Communications, Inc. (CHTR)...
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