reports
- Valens Research
Valens Equity Insights and Inflections - 2020 11 24
WDAY currently trades above corporate averages relative to Uniform assets, with a 10.9x Uniform P/B. At these levels, the market is pricing in expectations for Uniform ROA to improve from 3% in 2020 to 23% in 2025, accompanied by 25% Uniform asset growth going forward. Meanwhile, analysts have bearish expectations, projecting Uniform ROA to fall to -1% by 2022, accompanied by 16% Uniform asset growth. Furthermore, management appears concerned about customers, guidance, and business efficiency. C...
GWRE GUIDEWIRE SOFTWARE INC.
WHR WHIRLPOOL CORPORATION
KMX CARMAX INC.
AYI ACUITY BRANDS INC.
WDAY WORKDAY INC. CLASS A
WBA WALGREENS BOOTS ALLIANCE INC
V VISA INC. CLASS A
T AT&T INC.
ISRG INTUITIVE SURGICAL INC.
HCA HCA HEALTHCARE INC
FDX FEDEX CORPORATION
FB FACEBOOK INC. CLASS A
EXLS EXLSERVICE HOLDINGS INC.
DG DOLLAR GENERAL CORPORATION
MAT MATTEL INC.
TEC TECHNIPFMC PLC
NKE NIKE INC. CLASS B
DOCU DOCUSIGN INC.
OSH OAK STREET HEALTH
INC.
- Valens Research
OSH - Embedded Expectations Analysis - 2020 11 19
Oak Street Health, Inc. (OSH:USA) currently trades at a premium relative to UAFRS-based (Uniform) assets, with a 68.8x Uniform P/B. At these levels, the market has bullish expectations for the firm, and management is excited about the potential of their pandemic-resilient model, and confident about their Walmart partnership and the direct contracting program Specifically, management generated an excitement marker when saying that they will be able to design a model that can withstand the pandem...
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