PepsiCo is a food and beverage company. The company's segments include: Frito-Lay North America, which includes food and snack businesses in the United States and Canada; Quaker Foods North America, which includes cereal, rice, pasta and other food businesses in the United States and Canada; PepsiCo Beverages North America, which includes beverage businesses in the United States and Canada; Latin America, which includes beverage, food and snack businesses in Latin America; Europe, which includes beverage, food and snack businesses in Europe; and Africa, Middle East and South Asia, which includes beverage, food and snack businesses in Africa, the Middle East and South Asia.
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:
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In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of PepsiCo, Inc.. Global Credit Research- 18 Nov 2021. New York, November 18, 2021-- Moody's Investors Service has completed a periodic review of the ratings of PepsiCo, Inc. and other ratings that are associated with the same analytical unit.
The TJX Companies, Inc. (TJX) currently trades near corporate and above historical averages relative to Uniform earnings, with a 23.9x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to rebound to a new high of 25% in 2026, accompanied by 3% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to improve to 21% by 2023, accompanied by 3% Uniform asset shrinkage. If sustained going forward, these levels would imply a stock price closer to $45, representing approximately 37% equity downside for the firm. Moreover, the firm's most recent e...
Hilton Grand Vacations (HGV) currently trades near corporate and historical averages relative to Uniform earnings, with a 21.2x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to improve to 8%, accompanied by 5% Uniform asset growth. Similarly, analysts expect Uniform ROA to also expand to 8% in 2022, accompanied by 78% Uniform asset growth, driven by the Diamond acquisition. If sustained going forward, these levels would imply significant equity upside. That said, the firm's projected asset growth is largely driven by acquisitions, indicating t...
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