...Read More
The Latest from
-
November 1, 2019
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. FSLR is starting to see light at the end of the Series 6 tunnel, but the market is not yet recognizing management’s execution, spelling material upside potential...
Read More -
October 31, 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.
Company Specific Highlights & Insights...
Read More -
October 30, 2019
Generac Holdings Inc. (GNRC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings with a 19.6x Uniform P/E, implying bearish expectations for the firm...
Read More -
October 30, 2019
Highlighted Top: DF – Dean Foods Company, DOOR – Masonite International Corporation, SUM – Summit Materials, Inc....
Read More -
October 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: AXL – American Axle & Manufacturing Holdings, Inc. Corporation Other Highlights: LCII, PINC, WBT...
Read More -
October 29, 2019
Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 35.4x Uniform P/E. However, even at these levels, the market has...
Read More -
October 28, 2019
Summit Materials, Inc. (SUM:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings with a 24.1x Uniform P/E, implying bullish expectations for the firm. However, management may be concerned about...
Read More -
October 25, 2019
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. WGO likely to drive strong returns, as current low market expectations do not recognize age-wave, company strategy factors, strong management alignment…...
Read More -
October 25, 2019
American Axle & Manufacturing Holdings, Inc. (AXL:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 11.9x Uniform P/E, implying bearish expectations for the firm...
Read More -
October 24, 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.
Company Specific Highlights & Insights...
Read More -
October 24, 2019
Premier, Inc. (PINC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for the firm to see historically low profitability, but...
Read More