...Read More
The Latest from
-
December 30, 2020
Highlighted Top Ideas: GM – General Motor Company, MTOR – Meritor, Inc., TWTR – Twitter, Inc....
Read More -
December 29, 2020
Northrop Grumman Corporation (NOC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.6x Uniform P/E. At these levels, the market has bearish expectations for the firm...
Read More -
December 29, 2020
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: CVS – CVS Health Corporation Other Highlights: MTCH, PLD, WTRH...
Read More -
December 28, 2020
Match Group, Inc. (MTCH:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 54.3x Uniform P/E. At these levels, markets have bullish expectations for the firm...
Read More -
December 24, 2020
Prologis, Inc. (PLD:USA) currently trades at a recent high relative to UAFRS-based (Uniform) earnings, with a 52.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about inventory, growth, and demand...
Read More -
December 23, 2020
Highlighted Top Ideas: MAR – Marriott International, Inc., MDP – Meredith Corporation, SKT – Lennar Corporation...
Read More -
December 23, 2020
Waitr Holdings Inc. (WTRH:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with an 8.8x Uniform P/E. At these levels, the market has expectations for profitability to positively inflect, but management may be concerned about revenue growth, their pricing power, and the new dine-in capabilities...
Read More