Generac Holdings Inc. (GNRC) has a dominant and growing market position for backup power generation and storage, a trend that is likely to grow for years. Uniform Accounting highlights that the market not pricing in these tailwinds, and Generac’s potential to grow and expand returns faster signal the potential for equity upside....
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July 5, 2022
Antero Resources (AR) has a low-cost, unhedged inventory of high-quality natural gas. Uniform Accounting highlights what the company’s returns could look like during a strong natural gas cycle, something that the market is not pricing in. That makes Antero a compelling buy....
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June 28, 2022
Fox Factory (FOXF) has a high quality brand and growth opportunities into related markets. Uniform Accounting shows the value of the company’s brand, and it shows that the market isn’t pricing that sustainably. That makes Fox Factory a compelling buy...
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June 14, 2022
Acuity Brands, Inc. (AYI) is the best positioned company to implement smart, connected lighting solutions as more companies and individuals look to adopt more IoT solutions. It is making smart investments into platforms to support its lighting solutions. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion, but management is confident about its momentum and is aligned to continue executing on improving profitability, signaling the potential for equity upside as the company continues executing....
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June 7, 2022
Aramark (ARMK) managed to survive during the pandemic, and now it has an opportunity to further consolidate the $900 billion food, facilities, and uniform management industry. Uniform Accounting highlights that the market is not pricing in this recovery. Considering management’s strong execution and alignment to continue executing, equity upside is warranted...
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June 6, 2022
Coca-Cola (KO) currently trades above corporate and historical averages relative to Uniform earnings, with a 30.3x Uniform P/E (Fwd. V/E’)....
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June 3, 2022
PepsiCo, Inc. (PEP) currently trades near corporate yet above historical averages relative to Uniform earnings, with a 26.2x Uniform P/E (Fwd. V/E’)...
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June 2, 2022
Chevron Corporation (CVX) currently trades near corporate yet above historical averages relative to Uniform earnings, with a 24.3x Uniform P/E (Fwd. V/E’)...
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June 1, 2022
Pfizer Inc. (PFE) currently trades below corporate and historical averages relative to Uniform earnings, with a 6.2x Uniform P/E (Fwd. V/E’)...
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May 31, 2022
Meta Platforms, Inc. (FB) currently trades below corporate and historical averages relative to Uniform earnings, with a 13.8x Uniform P/E (Fwd. V/E’)...
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May 27, 2022
Walmart (WMT) currently trades near corporate and historical averages relative to Uniform earnings, with a 22.4x Uniform P/E (Fwd. V/E’)....
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May 24, 2022
Constellation Brands (STZ) has transformed its profitability profile through its massive expansion in the beer market and move to premiumization over the last seven years. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion and below-average growth, but management is confident about executing on their strategy and is aligned to continue to do so, signaling the potential for equity upside as the company continues executing....
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May 20, 2022
Guidewire Software (GWRE) currently trades at a premium relative to Uniform assets, with a 4.9x Uniform P/B (V/A’)....
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May 19, 2022
DraftKings Inc. (DKNG) currently trades at a premium to Uniform assets, with a 5.1x Uniform P/B (V/A’)....
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May 18, 2022
Hess Corporation (HES) currently trades below corporate and historical averages relative to Uniform earnings, with a 14.2x Uniform P/E (Fwd. V/E’)....
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May 17, 2022
Silvergate Capital (SI) has built a robust banking network for the cryptocurrency industry, driving massive growth and network effects in the process. Uniform Accounting highlights that the market is missing Silvergate’s value proposition and profitability and growth potential, indicating equity upside...
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May 17, 2022
US Foods Holdings Corp. (USFD) currently trades around corporate and historical averages relative to Uniform earnings, with a 23.3x Uniform P/E (Fwd. V/E’)....
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