This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis.
Markets are expecting modest growth and limited ROA’ improvements when age-wave macro factors, smart acquisitions and strong management alignment point to upside even with near-term potential headwinds
WGO is trading at a 16.9x UAFRS-adjusted P/E (Fwd V/E’), in the middle of historical valuations. The market is expecting 8% UAFRS-adjusted Asset (Asset’) growth going forward, toward the lower end of recent Asset’ growth levels. The market also expects UAFRS-adjusted ROA to decline to 10% levels over the next several years, even though analysts expect ROA’ to improve to 13% the next several years.