Merck (NYSE: MRK) is scheduled to report its Q4 2022 results on Thursday, February 2. We expect MRK stock to trade sideways, with its revenue likely falling slightly below and earnings marginally above the street estimates. Although the company should benefit from continued market share gains for Keytruda and Gardasil, among other products, forex headwinds...
Mastercard (NYSE: MA) is scheduled to report its fiscal Q4 2022 results on Thursday, January 26, 2023. We expect Mastercard to edge past the consensus estimates of earnings, while revenues will remain in line (just below) with the expectations. The company surpassed the street expectations in the last quarter, with net revenues (revenues minus rebates &...
Visa (NYSE: V) is scheduled to report its fiscal Q1 2023 results on Thursday, January 26, 2023. We expect Visa to beat the consensus estimates of earnings and revenues. The company outpaced the consensus estimates in the last quarter, with net revenues (total revenues minus client incentives) increasing 19% y-o-y to $7.8 billion. It was driven...
We believe that Heico stock (NYSE: HEI), an aerospace & electronics company, is currently a better pick than Textron stock (NYSE: TXT) despite being the more expensive of the two, trading at 8.8x trailing revenues compared to 1.1x for Textron. Looking at stock returns, Heico, with a 9% rise in the last twelve months, has...
Lockheed Martin (NYSE: LMT) is scheduled to report its Q4 2022 results on Tuesday, January 24. We expect Lockheed Martin to post mixed results, with its revenue slightly below but earnings landing above the street expectations. The company’s F-35 deliveries in December were impacted following a temporary pause in flight operations, resulting in 141 deliveries...
JPMorgan (NYSE: JPM) is scheduled to report its fiscal Q4 2022 results on Friday, January 13, 2023. We expect JPMorgan to beat the consensus estimates for revenues and earnings. The bank surpassed expectations in the last quarter, with revenues increasing 10% y-o-y to $32.7 billion. It was driven by growth in consumer & community banking, commercial...
General Electric stock (NYSE: GE) has seen a rise of 10% in a month, while it’s down 5% in the last twelve months, outperforming the broader S&P500, down 1% and 17%, respectively. The recent rise can be attributed to positive investor sentiment around the spinoff of GE Healthcare earlier this month. GE Healthcare is now...
We think 3M stock (NYSE: MMM) is currently a better pick than Emerson Electric stock (NYSE: EMR), given its comparatively lower valuation of 2.0x trailing revenues vs. 2.9x for Emerson. We believe this valuation gap will narrow in favor of 3M, given that both companies have seen similar revenue growth, are equally profitable, and offer identical...
Colgate-Palmolive (NYSE: CL) stock price gained 32% from $60 at 2018 end to around $78 currently, primarily due to favorable changes in its revenues. During this period, the company witnessed a 14% increase in revenues, and a 3.3% drop in the outstanding share count further helped support revenue per share. Additionally, helped by a rise...
Bristol Myers Squibb stock (NYSE: BMY) has seen an 18% rise this year, far better than the broader S&P500 index, which is down 20%. Looking at the longer term, BMY stock is up 42% from levels seen in late 2018, slightly underperforming the S&P 500 index, up about 55%. This 42% growth for BMY stock...