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September 14, 2020
Tesla, Inc. (TSLA:USA) currently trades near historical highs relative to
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UAFRS-based (Uniform) earnings, with a 122.2x Uniform P/E. At these levels, the market has bullish expectations for the firm... -
September 11, 2020
AerCap Holdings N.V. (AER:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.7x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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September 10, 2020
Align Technology, Inc. (ALGN:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 70.5x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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September 10, 2020
CDS 68bps, Base Case iCDS 120bps
Negative Case iCDS 284bps, 2026 5.000% Cash Bond YTW of 4.115%
iYTW of 1.505%, Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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September 10, 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...
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September 9, 2020
Highlighted Top: AN – AutoNation, Inc., DBD – Diebold Nixdorf, Incorporated, URI – United Rentals, Inc....
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September 9, 2020
Generac Holdings Inc. (GNRC:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 28.2x Uniform P/E. However, even at these levels, the market only has modest expectations for the firm...
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September 8, 2020
American Campus Communities, Inc. (ACC:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 50.7x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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September 8, 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: BHC – Bausch Health Companies Inc. Other Highlights: CRUS, CTAS, SONO...
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