MLHR’s profitability is materially distorted by accounting for operating leases and R&D
FDS’s profitability is materially distorted by accounting for operating leases and stock option expenses
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.
This week, we focus on Intuit Inc. (INTU), American Tower Corporation (AMT), Best Buy Co., Inc. (BBY).
GIS’s profitability is materially distorted by accounting for long-lived assets and R&D
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.
This week, we focus on Teva Pharmaceutical Industries Limited (TEVA), Palo Alto Networks, Inc. (PANW), Valeant Pharmaceuticals International, Inc. (VRX).
This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis.
While the market may be concerned about the auto cycle, THRM is focusing on growing into the main-stream market, gaining share, sustaining ROA’, driving Asset’ growth and are confident on executing on innovation to drive growth
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights
Top Highlight: Cognizant Technology Solutions Corporation (CTSH)
Other Highlights: TWX, VRX, ZTS Other Recent Analyses: AMGN, DD, DIS, FOXA, K:CAN, OC, OXY, RTN, SPLS, SYF, TEVA, THO:CAN, TJX, TMO, UNP, UTX,VOW3:DEU
ACN’s profitability is materially distorted by accounting for operating leases and stock options
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.
This week, we focus on Salesforce.com, Inc. (CRM), Marriott International, Inc. (MAR), Cognizant Technology Solutions Corporation (CTSH).
This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis.
Contrary to market perception, TWTR has been able to stabilize profitability in the last few years and that’s forecasted to continue, and improving management confidence implies current market expectations are too pessimistic
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights
Top Highlight: Texas Instruments Inc. (TXN)
Other Highlights: CRM, CTSH, MAR Other Recent Analyses: 2914:JPN, ABX:CAN, AGN, BA, CHK, CHTR, HD, LUV, MCD, NSC, PSX
ADI’s profitability is materially distorted by accounting for R&D
RHT’s profitability is materially distorted by accounting for stock options and R&D
SJM’s profitability is materially distorted by accounting for operating leases and R&D
KR’s profitability is materially distorted by accounting for operating leases and long-lived assets
COO’s profitability is materially distorted by accounting for R&D and long-lived assets
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.
This week, we focus on Polaris Industries Inc. (PII), The Priceline Group Inc. (PCLN), Amazon.com, Inc. (AMZN).
This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis.
FSLR’s historically better execution and lower credit risk than peers, low expectations and building confidence about Series 6 signal material upside potential
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights
Top Highlight: Tesla, Inc. (TSLA)
Other Highlights: ATW, DIS, MYL Other Recent Analyses: AET, BABA, BMY, CAT, CVS, D, MGM, MNTA, PCLN, PII, UNH
