Akamai Technologies, Inc. (AKAM) has been rapidly growing its high-margin cybersecurity business. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and Edge Computing, giving it the ability to reinvigorate ...
STORE Capital Corporation (STOR) currently trades above corporate and historical averages relative to Uniform earnings, with a 26.4x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to remain stable at 5%-6% levels, accompanied by 7% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to improve to 7% in 2023, accompanied by 5% Uniform asset shrinkage. If sustained going forward, these levels would imply a stock price closer to $15, repres...
The general evaluation of STORE CAPITAL (US), a company active in the Real Estate Investment Trusts industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 11, 2022, the clos...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Summary Marketline's Spirit Realty Capital, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Spirit Realty Capital, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakd...
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.
A director at Store Capital Corp bought 10,000 shares at 32.450USD and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
RCL currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 17.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to marginally decline from 10% in 2017 to 9% in 2022, accompanied by 2% Uniform Asset growth going forward. Meanwhile, analysts have more bullish expectations, projecting Uniform ROA to expand to 11% by 2019, accompanied by 4% Uniform Asset growth. Additionally, management appears confident about new product demand ...
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