May 16, 2022

CHDN – Market expectations are for Uniform ROA to reach new peaks, but management may have concerns about online betting, growth opportunities, and off-track betting

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May 13, 2022

UTHR – Market expectations are for Uniform ROA to fade, but management is positive about their manufacturing pipeline and DPI approval

United Therapeutics Corporation (UTHR) currently trades below corporate but around historical averages relative to Uniform earnings, with an 8.0x Uniform P/E (Fwd. V/E’)...
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May 12, 2022

CNC – Market expectations are for Uniform ROA to fade, but management is confident about their value enhancement, new offerings, and guidance

Centene Corporation (CNC) currently trades below corporate but above historical averages relative to Uniform earnings, with a 13.8x Uniform P/E (Fwd. V/E’)...
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May 11, 2022

LEN – Market expectations are for Uniform ROA to compress and management may have concerns about the market conditions, home sales, and M&A activity

Lennar Corporation (LEN) currently trades well below historical and corporate averages relative to Uniform earnings, with a 5.6x Uniform P/E (Fwd. V/E’)...
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May 10, 2022

Valens Equity Weekly Insights and Inflections for May 3, 2022

nVent Electric plc (NVT) has been rolling up the protected enclosure business to become a key vendor to the “electrification of everything” trend related to the modernization of American corporate infrastructure. Uniform Accounting highlights that the market is missing nVent’s improving competitive position and its massive upcoming tailwinds, indicating equity upside....
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May 9, 2022

VZ – Market expectations are for Uniform ROA to fade, and management may have concerns about growth, investments, and profitability

Verizon Communications Inc. (VZ) currently trades below corporate but above its historical averages relative to Uniform earnings, with a 18.8x Uniform P/E (Fwd. V/E’)...
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May 5, 2022

TTC – Market expectations are for Uniform ROA to compress, but management is confident about the Revolution product line, capacity, and shareholder returns

The Toro Company (TTC) currently trades below corporate, yet near historical averages relative to Uniform earnings, with an 18.5x Uniform P/E (Fwd. V/E’)....
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May 3, 2022

Valens Equity Weekly Insights and Inflections for May 3, 2022

Akamai Technologies, Inc. (AKAM) has been rapidly growing its high-margin cybersecurity business. Uniform Accounting highlights the company’s profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted....
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May 3, 2022

UPS – Market expectations are for Uniform ROA to remain stable, and management sentiment was positive about capital expenditures, profitability, and revenues

United Parcel Service (UPS) currently trades below corporate and historical averages relative to Uniform earnings, with a 19.6x Uniform P/E (Fwd. V/E’)....
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May 2, 2022

STOR – Market expectations are for Uniform ROA to remain stable, but management may have concerns about growth opportunities, financing activities, and portfolio initiatives

STORE Capital Corporation (STOR) currently trades above corporate and historical averages relative to Uniform earnings, with a 26.4x Uniform P/E (Fwd. V/E’)....
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April 29, 2022

MU – Market expectations are for Uniform ROA to fall, and management may have concerns about product launches, technology improvements, and growth

Micron Technology, Inc. (MU) currently trades well below corporate and recent averages relative to Uniform earnings, with a 7.2x Uniform P/E (Fwd. V/E’)....
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April 28, 2022

LW – Market expectations are for Uniform ROA to improve, but management may have concerns about pricing, labor constraints, and growth

Lamb Weston Holdings, Inc. (LW) currently trades above corporate and historical averages relative to Uniform earnings, with a 31.1x Uniform P/E (Fwd. V/E’)....
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April 27, 2022

BFAM – Market expectations are for Uniform ROA to expand, but management may have concerns about growth, pandemic impacts, and labor pressures

Bright Horizons Family Solutions (BFAM) currently trades above corporate and historical averages relative to Uniform earnings, with a 38.0x Uniform P/E (Fwd. V/E’)....
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April 26, 2022

Valens Equity Weekly Insights and Inflections for April 26, 2022

Liberty Oilfield Services (LBRT) is a well-positioned vertically integrated, pure play U.S. shale E&S company. Uniform Accounting highlights the company’s profitability potential during a strong shale cycle that the market is missing, indicating equity upside is warranted...
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April 26, 2022

SCI – Market expectations are for Uniform ROA to improve, and management is confident about funeral segment growth, demand, and efficiency

Service Corporation International (SCI) currently trades above corporate and historical averages relative to Uniform earnings, with a 40.3x Uniform P/E (Fwd. V/E’)....
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April 25, 2022

AGCO – Market expectations are for Uniform ROA to fall, and management may have concerns about inflationary pressures, product management, and inventory

AGCO Corporation (AGCO) currently trades below corporate and historical averages relative to Uniform earnings, with a 16.4x Uniform P/E (Fwd. V/E’)....
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April 22, 2022

BBWI – Market expectations are for Uniform ROA to compress, and management may have concerns about pricing and SG&A expenses

Bath & Body Works (BBWI) currently trades below corporate and historical averages relative to Uniform earnings, with a 12.8x Uniform P/E (Fwd. V/E’)...
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April 21, 2022

NWL – Market expectations are for Uniform ROA to compress, but management is confident about competition, productivity, and growth

Newell Brands (NWL) currently trades near corporate, but above historical averages relative to Uniform earnings, with a 24.5x Uniform P/E (Fwd. V/E’)...
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April 20, 2022

WSO – Market expectations are for Uniform ROA to fade, and management may have concerns about profitability and emission regulations

Watsco, Inc. (WSO) currently trades near corporate yet above historical averages relative to Uniform earnings, with a 1.9x Uniform P/E (Fwd. V/E’)...
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April 19, 2022

TSN – Market expectations are for Uniform ROA to fade, and management may have concerns about growth, labor inflation, and commodity prices

Tyson Foods (TSN) currently trades below corporate but near historical averages relative to Uniform earnings, with a 12.3x Uniform P/E (Fwd. V/E’)...
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