LCI Industries (LCII:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 15.4x Uniform P/E. At these levels, the market has bearish expectations for the firm

Welbilt, Inc. (WBT:USA) currently trades slightly below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 19.3x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about net income, material costs, and their Crem business

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: EXLS – ExlService Holdings Corporation Other Highlights: G, LPLA, VG

ExlService Holdings, Inc. (EXLS:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 21.2x Uniform P/E. At these levels, the market has bearish expectations for the firm

Vonage Holdings Corp. (VG:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 29.0x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm

LPL Financial Holdings Inc. (LPLA:USA) currently trades near historical lows relative to UAFRS-based (Uniform) Earnings, with a 14.3x Uniform P/E

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

Genpact Limited (G:USA) currently trades near corporate averages relative to Uniform Earnings, with a 20.9x Uniform P/E. At these levels, the market has bearish expectations for the firm

Lear Corporation (LEA:USA) currently trades below corporate averages relative to Uniform Earnings, with a 10.1x Uniform P/E, implying bearish expectations for the firm

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: TECD – Tech Data Corporation Other Highlights: BLK, CHRW, SYK

BlackRock, Inc. (BLK:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 15.9x Uniform P/E

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

Stryker Corporation (SYK:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 31.8x Uniform P/E

Tyler Technologies, Inc. (TYL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 44.1x Uniform P/E

C.H. Robinson Worldwide, Inc. (CHRW:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 15.9x Uniform P/E

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: PFE – Pfizer Inc. Other Highlights: DHR, DXC, XOM

Tech Data Corporation (TECD:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 10.0x Uniform P/E

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

Pfizer Inc. (PFE:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 15.2x Uniform P/E

This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. MasTec is building a high visibility, strong return business, and management is confident about their outlook and strategy