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 electr...
Dropbox, Inc. (DBX) currently trades below corporate and historical averages relative to Uniform earnings, with a 16.0x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to compress to 14%, accompanied by 7% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to fade to 23% in 2023, accompanied by 13% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $52, representing significant potential eq...
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 ta...
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....