Abbott Laboratories (ABT:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 21.9x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More-
March 9, 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: CBRL – Cracker Barrel Old Country Store, Inc., Other Highlights: ARMK, AYX, CAT...
Read More -
March 9, 2021
Alliance Data Systems Corporation (ADS:USA) currently trades at a historical low relative to UAFRS-based (Uniform) earnings, with a 9.3x Uniform P/E. At these levels, the market has bearish expectations...
Read More -
March 8, 2021
NetScout Systems, Inc. (NTCT:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 36.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns...
Read More -
March 5, 2021
Edwards Lifesciences Corporation (EW:USA) trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 46.9x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
March 4, 2021
Premier, Inc. (PINC:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with an 11.0x Uniform P/E. At these levels, the market is pricing in expectations for the firm...
Read More -
March 3, 2021
Colgate-Palmolive Company (CL:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 22.8x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
March 2, 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: IIVI – II-VI Incorporated Other Highlights: FDX, MCD, MNST...
Read More -
March 1, 2021
McDonald’s Corporation (MCD:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 28.2x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
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...
Read More -
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...
Read More -
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...
Read More -
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...
Read More -
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...
Read More -
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...
Read More -
February 18, 2021
Autodesk, Inc. (ADSK:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 56.6x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
February 17, 2021
The Boeing Company (BA:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 36.8x Uniform P/E....
Read More -
February 16, 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: VSTO – Vista Outdoor, Other Highlights: ADNT, AMZN, BKR...
Read More -
February 16, 2021
HP Inc. (HPQ:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 19.6x Uniform P/E. At these levels, markets have somewhat bearish expectations for the firm...
Read More -
February 11, 2021
CSX Corporation (CSX:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 22.4x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
Read More
