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October 30, 2020
Blackbaud, Inc. (BLKB:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 21.1x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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October 29, 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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October 29, 2020
Hubbell Incorporated (HUBB:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 20.0x Uniform P/E. At these levels, the market is pricing in expectations for profitability to remain stable...
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October 28, 2020
IPG Photonics Corporation (IPGP:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 37.8x Uniform P/E...
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October 28, 2020
Highlighted Top Ideas:BBY – Best Buy Co., Inc., BHC – Bausch Health Companies Inc., X – United States Steel Corporation...
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October 27, 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: SNX – SYNNEX Corporation. Other Highlights: ACN, AMZN, APA...
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October 27, 2020
Moody’s Corporation (MCO:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 30.2x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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October 26, 2020
Costco Wholesale Corporation (COST:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 37.7x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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October 23, 2020
The Sherwin-Williams Company (SHW:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 27.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about sales guidance, store openings, and their global operations...
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