The J. M. Smucker Company (SJM:USA) currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 16.8x Uniform P/E. At these levels, the market is pricing in bearish

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

Generac Holdings Inc. (GNRC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings with a 19.6x Uniform P/E, implying bearish expectations for the firm

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 35.4x Uniform P/E. However, even at these levels, the market has

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: AXL – American Axle & Manufacturing Holdings, Inc.  Corporation Other Highlights: LCII, PINC, WBT

Summit Materials, Inc. (SUM:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings with a 24.1x Uniform P/E, implying bullish expectations for the firm. However, management may be concerned about

American Axle & Manufacturing Holdings, Inc. (AXL:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 11.9x Uniform P/E, implying bearish expectations for the firm

This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. WGO likely to drive strong returns, as current low market expectations do not recognize age-wave, company strategy factors, strong management alignment...

Premier, Inc. (PINC:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for the firm to see historically low profitability, but

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

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