Viasat, Inc. (VSAT:USA) currently trades at a historical low relative to UAFRS-based (Uniform) assets, with a 1.0x Uniform P/B...
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January 20, 2021
Highlighted Top Ideas: BZH – Beazer Homes USA, Inc., MCK – McKesson Corporation, MGM – MGM Resorts International...
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January 20, 2021
Western Digital Corporation (WDC:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 21.5x Uniform P/E. At these levels...
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January 19, 2021
Tempur Sealy International, Inc. (TPX:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.1x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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January 19, 2021
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: ASGN – ASGN Incorporated Other Highlights: AVB, TPX, URI...
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January 15, 2021
United Rentals, Inc. (URI:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.4x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about specialty location openings, upcoming customer projects, and their leverage...
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January 14, 2021
AvalonBay Communities, Inc. (AVB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 47.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about the sustainability of rental income, occupant turnover in San Francisco, and the performance of their legacy markets...
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January 13, 2021
Incyte Corporation (INCY:USA) currently trades near recent 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, but management is confident about drug efficacy, their dermatological cream, and patient starts...
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January 12, 2021
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: LPLA – LPL Financial Holdings Inc. Other Highlights: CSX, MSCI, PANW...
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January 12, 2021
EPAM Systems, Inc. (EPAM:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 46.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about revenue growth, their capital allocation strategy, and the impact of the pandemic...
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January 11, 2021
Palo Alto Networks, Inc. (PANW:USA) currently trades well above corporate averages relative to UAFRS-based (Uniform) earnings, with a 105.3x Uniform P/E. Even at these levels, the market has expectations for profitability to remain stable, but management is optimistic about their billings, cloud AI security category, and transparency...
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