VeriSign stock (NASDAQ: VRSN) currently trades at $220 per share, nearly 10% above its level in March 2021, and it looks fully valued. VeriSign saw its stock trading at around $167 in late June 2022, just before the Fed started increasing rates, and is now 30% above that level. The stock has gained 25% since...
JetBlue stock (NASDAQ: JBLU) currently trades at $8 per share, more than 60% below its level in March 2021, and it seems like it is fully valued. JetBlue, one of the country’s largest airline industry players, saw its stock trading at around $8 in early June 2022, just before the Fed started increasing rates, and...
United Airlines stock (NASDAQ: UAL) currently trades at $49 per share, more than 20% below its level in March 2021, and it has the potential for sizable gains. United Airlines saw its stock trading at around $35 in late June 2022, just before the Fed started increasing rates, and is now 37% above that level....
After a 14% fall in Walgreens stock (NYSE: WBA) this year, underperforming the broader S&P500 index, which is up 8%, we believe it is undervalued. Looking at a slightly longer term, WBA stock is down 46% from levels seen in late 2019. This can be attributed to 1. the company’s P/S ratio falling a significant...
Pfizer (NYSE: PFE) is scheduled to report its Q1 2023 results on Tuesday, May 2, and we expect it to see higher levels, with its revenue and earnings expected to exceed the consensus estimates. Its Covid-19 vaccine and the antiviral pill will see a significant drop in sales. The combined revenue from these two products...
After a 10% fall since early February this year, F5 Inc. stock (NASDAQ: FFIV) has some room for growth, in our view. F5 stock has declined from $157 in early February to $141 now. This marks an underperformance with the -5% return for the broader S&P500 index. Looking at a slightly longer term, FFIV stock...
After a 54% rise year-to-date, at the current levels, Catalent stock (NYSE: CTLT), a global solutions provider for drugs, biologics, gene therapies, and consumer healthcare products, has little room for growth, in our view. CTLT stock rose from $45 in early January to $70 now. The YTD 54% return for CTLT marks a significant outperformance...
We believe Keurig Dr Pepper stock (NYSE: KDP) is currently a better pick than Coca-Cola stock (NYSE: KO), given its better prospects. Although Coca-Cola is trading at a comparatively higher valuation of 6.1x trailing revenues vs. 3.6x for Keurig Dr Pepper, this gap in the valuation is largely justified, given its superior profitability and better financial...
We believe that UnitedHealth stock (NYSE: UNH) is a better pick than HCA stock (NYSE: HCA), a healthcare facilities operator, given its better prospects. Although UNH is trading at a comparatively higher valuation of 1.4x trailing revenues, compared to 1.1x for HCA, this gap in valuation makes sense, given the former’s better revenue growth and financial...
We believe that railroad companies Union Pacific stock (NYSE: UNP) and CSX Corporation stock (NYSE: CSX) will likely offer similar returns over the next three years. Both companies are trading at a similar valuation between 4x and 5x trailing revenues. If we look at stock returns, CSX, with a 9% fall in the last twelve months,...