Dropbox is a global collaboration platform that centralizes the flow of information between the products and services its users prefer. Dropbox allows individuals, teams, and organizations to collaborate. Anyone can sign up for free via the company's website or app, and upgrade to a paid subscription plan for additional features. Dropbox is a digital workspace where individuals and teams can create content, access it from anywhere, and share it with collaborators. The company also utilizes Amazon Web Services (AWS), for the remainder of its users' storage needs and to help deliver its services. These AWS datacenters are in the United States and Europe, which allows the company to localize where content is stored.
In 2009, just as the dust was settling from the last major equity and credit market crises, we launched a boutique research firm with the intention of breaking Wall Street’s biases and broken incentives:
We sought to provide investors and company analysts with a source of information that changed all that.
Many years later, our business model remains because little has changed on Wall Street.
The integrity of Valens Research is founded in our disciplined processes and analytics. No “star” analysts. No corporate advisory relationships. No-nonsense opinions and recommendations.
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. nVent is looking to become a one-stop shop for all types of enclosures, fastenings, and thermal management solutions for electrical components. Coming out of the pandemic, corporations are in desperate need to reinvest in thei...
The independent financial analyst theScreener just lowered the general evaluation of DROPBOX A (US), active in the Software industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 12, 2021, the closing price was USD 28.96 and its target price was estimated at USD 25.73.
Cash bond markets are materially overstating credit risk with a YTW of 6.646% relative to an Intrinsic YTW of 4.918%, while CDS markets are overstating risk with a CDS of 133bps relative to an Intrinsic CDS of 48bps. In addition, Moody's is overstating UBER's fundamental credit risk with its Ba3 credit rating four notches below Valens' IG4 (Baa2) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. As positives, most members of management are material owners of UBER's equity relative to their annual compensation, indicating they are aligned with sh...
Credit markets are overstating CIEN's credit risk with a YTW of 6.624% relative to an Intrinsic YTW of 5.604% and an Intrinsic CDS of 116bps. Furthermore, Moody's is overstating the company's fundamental credit risk, with its speculative Ba1 credit rating three notches lower than Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. As positives, most members of management are material owners of CIEN equity relative to their annual compensation indicating that they may be aligned with shareholders to pursue long-term value creati...
Cash bond markets overstating credit risk with a YTW of 6.926% relative to an Intrinsic YTW of 5.896%, while CDS markets are accurately stating credit risk with a CDS of 162bps relative to an Intrinsic CDS of 124bps. Meanwhile, Moody's is overstating AMKR's fundamental credit risk, with its Ba3 credit rating four notches lower than Valens' IG4+ (Baa2) rating. Incentives Dictate BehaviorTM analysis highlights mostly negative signals for credit holders. As a positive, management members have low change-in-control compensation relative to their average compensation, indicating they are unlikely ...
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