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February 26, 2021
FedEx Corporation (FDX:USA) currently trades near historical averages relative to UAFRS-based (Uniform) earnings, with a 23.5x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about shipping capacity, capex strategy execution, and SmartPost’s value proposition...
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February 25, 2021
The Toro Company (TTC:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 26.9x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about their productivity and synergy initiatives, landscape contractor demand, and mower shipment improvements...
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February 24, 2021
Rite Aid Corporation (RAD:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about their omnichannel capabilities, store remodeling costs, and weak flu and cold volumes...
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February 24, 2021
Highlighted Top Ideas: DRI – Darden Restaurants, Inc., GPS – The Gap, Inc., WBT – Welbilt, Inc....
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February 23, 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: CTSH – Cognizant Technology Solutions Corporation Other Highlights: ADSK, DE, JWN...
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February 23, 2021
Monster Beverage Corporation (MNST:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 37.5x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about Oceania’s sales growth, their ability to gain market share in Chile, and their inventory build...
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February 22, 2021
Nordstrom, Inc. (JWN:USA) currently trades near historical lows relative to UAFRS-based (Uniform) assets, with a 1.1x Uniform P/B. At these levels, the market is pricing in expectations for profitability to remain near historical lows, but management is confident about their digital business, cash savings, and their designer business...
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