Premier, Inc. (PINC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 11.7x Uniform P/E. At these levels, the market is pricing in expectations for the firm to see historically low profitability, but management is confident in their diligent portfolio management and ability to adapt to changing market conditions

ASGN Incorporated (ASGN:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 12.8x Uniform P/E, implying bearish expectations for the firm. However, management is excited about the durability of their profit margin, and confident in their first quarter performance, billable day basis growth, and the strength of their end markets

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: Square, Inc. CHRW, DLR, SHW Other Recent Analyses: AMZN, BBY, BKD, COST, EQT, GD, IRM, JD, LDOS, LUV, MAS, MBUU, MTD, OMC, SYY, TTWO, YUM 

AvalonBay Communities, Inc. (AVB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 46.2x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management has concerns about their Southern Florida and Denver property developments, NAV growth, and retail tenant write-offs

The Sherwin-Williams Company (SHW:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 25.6x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about the strength of the housing and repainting markets, Performance Coatings Group growth, and their project pipeline

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. Vector Group Ltd. (VGR), Fair Isaac Corporation (FICO), Mellanox Technologies, Ltd. (MLNX)

Digital Realty Trust, Inc. (DLR:USA) currently trades at a historical high relative to UAFRS-based (Uniform) Earnings, with a 45.4x UAFRS-based P/E, implying bullish expectations for the firm. However, management has concerns about financing agreements, market conditions, and their international expansion

This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. FSLR is starting to see light at the end of the Series 6 tunnel, but the market is not yet recognizing management’s execution, spelling material upside potential

Square, Inc. (SQ:USA) is currently trading at historical highs relative to UAFRS-based (Uniform) Earnings, with a 72.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management has concerns about their mobile app sales strategy, revenue growth, and the utility of their mobile app and POS hardware

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: General Motors Company DHI, LOW, UTX Other Recent Analyses: AMGN, BDX, BMY, CAH, CAT, CL, EA, EL, FFIV, INTC, MHK, RRC, TEVA, TWTR, XRAY

C.H. Robinson Worldwide, Inc. (CHRW:USA) currently trades near recent 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, and management may be concerned about their Global Forwarding segment, revenue and carrier growth, and the impact of tariffs on freight shipments

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. IQVIA Holdings Inc. (IQV), Medidata Solutions, Inc. (MDSO), WSP Global Inc. (WSP:CAN)

F5 Networks, Inc. (FFIV:USA) currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 12.7x Uniform P/E, implying bearish expectations for the firm. Moreover, management may be concerned about their service capabilities, NGINX integration, and 5G and API management growth opportunities

D.R. Horton, Inc. (DHI:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 12.3x Uniform P/E. At these levels, markets are pricing in bearish expectations for the firm, which may be unwarranted given management’s confidence in the progress of their projects, their ability to increase market share, and opportunities to monetize land

This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. Management’s smart strategic decisions, low market expectations, and sustained confidence about the business builds the case for equity upside

General Motors Company (GM:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 13.6x Uniform P/E, implying bearish expectations for the firm. However, management is confident in their Cadillac sales, cost management, and South American business turnarounds

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: Pfizer Inc. DIS, LAMR, XOM Other Recent Analyses: ABBV, ACAD, AMAT, BA, BMY, CAH, CAT, HD, MTCH, MTD, PM, PYPL, TEVA

United Technologies Corporation (UTX:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 21.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management has concerns about the HVAC and housing markets, Otis sales growth, and synergies with Collins Aerospace

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. CVS Health Corporation (CVS), Apple Inc. (AAPL), Microchip Technology Incorporated (MCHP)

Lamar Advertising Company (REIT) (LAMR:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 23.2x Uniform P/E. At these levels, the market has expectations for stable profitability for the firm, but management has concerns about sales growth and competition