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The Latest from
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April 1, 2021
Zoom Video Communications, Inc. (ZM:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 105.3x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
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March 31, 2021
Featured Top Idea
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BA – The Boeing Company
Trade: Buy 2026 2.750% Bonds CUSIP: 097023DA0 (2.127% YTW, 0.927% iYTW)
Trade: Buy 2026 2.196% Bonds CUSIP: 097023DG7 (2.370% YTW, 0.920% iYTW)
Trade: Buy 2026 3.100% Bonds CUSIP: 097023CH6 (2.132% YTW, 0.932% iYTW)
Trade: Buy 2026 2.250% Bonds CUSIP: 097023BR5 (2.200% YTW, 0.930% iYTW)
Trade: Buy 2027 2.700% Bonds CUSIP: 097023CM5 (2.377% YTW, 0.927% iYTW)
Trade: Buy 2027 5.040% Bonds CUSIP: 097023CU7 (2.516% YTW, 0.926% iYTW)
Trade: Buy 2028 3.250% Bonds CUSIP: 097023DB8 (2.680% YTW, 1.400% iYTW)... -
March 31, 2021
EPAM Systems, Inc. (EPAM:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 54.7x Uniform P/E....
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March 30, 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: CVS – CVS Health Corporation, Other Highlights: ADP, ADT, AMN...
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March 30, 2021
Match Group, Inc. (MTCH:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 53.3x Uniform P/E. At these levels...
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March 29, 2021
Kellogg Company (K:USA) is currently trading below recent averages relative to UAFRS-based (Uniform) earnings, with a 19.6x Uniform P/E. Even at these levels...
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March 29, 2021
No Traded CDS, Base Case iCDS 119bps
Negative Case iCDS 252bps, 2025 5.750% Bond YTW of 5.293%
iYTW of 2.023%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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March 26, 2021
S&P Global Inc. (SPGI:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 29.5x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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