...Read More
The Latest from
-
May 29, 2020
Norfolk Southern Corporation (NSC:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 22.0x Uniform P/E...
Read More -
May 28, 2020
Workday, Inc. (WDAY:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 59.9x Uniform P/E....
Read More -
May 27, 2020
Highlighted Top Ideas: FCX – Freeport-McMoRan Inc., GT – The Goodyear Tire & Rubber Company, URI – United Rentals, Inc....
Read More -
May 27, 2020
ServiceNow, Inc. (NOW:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with an 82.0x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
May 26, 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: LIVN – LivaNova PLC Other Highlights: BHC, EMR, GOOGL...
Read More -
May 26, 2020
Baxter International Inc. (BAX:USA) currently trades above corporate average relative to UAFRS-based (Uniform) earnings, with a 25.1x Uniform P/E. Even at these levels, markets have bearish expectations for the firm...
Read More -
May 22, 2020
Alphabet, Inc (GOOGL:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 22.1x Uniform P/E. At these levels, markets have bearish expectations for the firm...
Read More -
May 21, 2020
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 -
May 21, 2020
Livongo Health, Inc. (LVGO:USA) currently trades above historical averages relative to UAFRS-based (Uniform) assets, with a 16.8x Uniform P/B. At these levels, the market has bullish expectations for the firm...
Read More -
May 21, 2020
- The data says expect a retest of the lows, but it says don’t panic during it, buy. The coronavirus pandemic has pushed the world into a short-term recession and credit spreads point to near-term disruptions – but that does not need to mean a protracted deep recession or long recovery thanks to credit fundamentals. Favorable bank, corporate, and consumer credit fundamentals heading into this disruption still point to optimism for a strong recovery, but credit spreads point to near-term volatility
- Corporate fundamentals and valuations warrant optimism for equity upside if the recession is not protracted. Strong corporate profitability and fundamental factors driving a need to invest point to fundamental reasons for market upside after this overhang is removed...