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May 31, 2019
Mylan N.V. (MYL:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 7.8x Uniform P/E, implying expectations for profitability to fall to historical lows. Despite management’s concerns about rebates, product launches, and investments, given historical performance, these expectations are overly bearish, and upside is likely warranted...
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May 31, 2019
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. EBAY is a winning investment with robust returns, strong economic moats, and management that is properly aligned and showing more confidence that imply low market expectations are too pessimistic...
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May 30, 2019
Highlighted Top Ideas CAR – Avis Budget Group, Inc., CSTM – Constellium N.V., LB – L Brands, Inc....
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May 29, 2019
Equifax Inc. (EFX:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 25.4x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about revenue declines in their Employer Services and Global Consumer Solutions segments, weakness in Australian and Argentinian markets, and their technology’s security...
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May 29, 2019
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: SSNC – SS&C Technologies Holdings, Inc. Other Highlights: GPS, KSU, LB Other Recent Analyses: ALXN, ANET, ATVI, CLR, GT, MCK, SKT, SWKS, TDG, UHS, UNP, X...
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May 28, 2019
Lennar Corporation (LEN:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 13.0x Uniform P/E, implying bearish expectations for the firm. However, management appears optimistic about homebuyer trends, internet leads, and their backlog...
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May 27, 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. Tapestry, Inc. (TPR), Vonage Holdings Corp. (VG), Open Text Corporation (OTEX)...
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