reports
- Dave Nicoski
- Ross LaDuke
ILMN ILLUMINA INC.
PPG PPG INDUSTRIES INC.
WWW WOLVERINE WORLD WIDE INC.
USNA USANA HEALTH SCIENCES INC.
TMO THERMO FISHER SCIENTIFIC INC.
TFX TELEFLEX INCORPORATED
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
RPD RAPID7 INC.
PSA PUBLIC STORAGE
OLLI OLLIE'S BARGAIN OUTLET HOLDINGS INC
NG. NOVAGOLD RESOURCES INC.
MKC MCCORMICK & COMPANY INCORPORATED
KR KROGER CO.
ITCI INTRA-CELLULAR THERAPIES INC.
ECL ECOLAB INC.
CUBE CUBESMART
CME CME GROUP INC. CLASS A
CDE COEUR MINING INC.
UTI UNIVERSAL TECHNICAL INSTITUTE INC.
FLWS 1-800-FLOWERS.COM CL A
RIOT RIOT BLOCKCHAIN
GEY GARMIN LTD.
LOVE LOVESAC
FTDR FRONTDOOR INC.
HCAT HEALTH CATALYST
DT DYNATRACE INC.
ARCT ARCTURUS THERAPEUTICS HOLDINGS INC
SWBI SMITH & WESSON BRANDS INC.
DFH DREAM FINDERS HOMES
DNMR DANIMER SCIENTIFIC INC (A)
OSCR OSCAR HEALTH
SDGR SCHRODINGER
LZ LEGALZOOM.COM INC
APP APPLOVIN CORP
XERS XERIS BIOPHARMA HLDGS INC
PATH UIPATH INC
SKIN THE BEAUTY HEALTH CO
CRGY CRESCENT ENERGY CO
- Dave Nicoski
- Ross LaDuke
C CITIGROUP INC.
ZTS ZOETIS INC. CLASS A
VCEL VERICEL
TRIP TRIPADVISOR INC.
TGI TRIUMPH GROUP INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
PZZA PAPA JOHN'S INTERNATIONAL INC.
PLCE CHILDREN'S PLACE INC.
PACW PACWEST BANCORP
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MNRO MONRO INC
JWN NORDSTROM INC.
HSII HEIDRICK & STRUGGLES INTERNATIONAL INC.
FTNT
DIS FORTINET INC.
CRM WALT DISNEY COMPANY
AMPH SALESFORCE.COM INC.
AAL AMPHASTAR PHARMACEUTICALS INC
WD AMERICAN AIRLINES GROUP INC.
MAS WALKER & DUNLOP INC.
MLM MASCO CORPORATION
LZB MARTIN MARIETTA MATERIALS INC.
AMWD LAZBOY INCORPORATED
CCL AMERICAN WOODMARK CORPORATION
COF CARNIVAL CORPORATION
BOOM CAPITAL ONE FINANCIAL CORPORATION
GM DMC GLOBAL INC
FTDR GENERAL MOTORS COMPANY
CRSR FRONTDOOR INC.
AAN CORSAIR GAMING
PRG THE AARONS COMPANY
ZIMVV PROG HOLDINGS INC
ENOV ZIMVIE INC
ENOVIS CORPORATION
- Dave Nicoski
- Ross LaDuke
DAL DELTA AIR LINES INC.
C CITIGROUP INC.
SSTK SHUTTERSTOCK INC.
SQ SQUARE INC. CLASS A
SHOO STEVEN MADDEN LTD.
SBH SALLY BEAUTY HOLDINGS INC.
POOL POOL CORPORATION
PLCE CHILDREN'S PLACE INC.
MKSI MKS INSTRUMENTS INC.
MIDD MIDDLEBY CORPORATION
MCHP MICROCHIP TECHNOLOGY INCORPORATED
MAR MARRIOTT INTERNATIONAL INC. CLASS A
M MACY'S INC
LOCO EL POLLO LOCO HOLDINGS INC
IRMD IRADIMED CORP
IPGP IPG PHOTONICS CORPORATION
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC.
BBY BEST BUY CO. INC.
ALK ALASKA AIR GROUP INC.
ALGN ALIGN TECHNOLOGY INC.
ACAD ACADIA PHARMACEUTICALS INC.
MHK MOHAWK INDUSTRIES INC.
LZB LAZBOY INCORPORATED
CRI CARTER'S INC.
ODFL OLD DOMINION FREIGHT LINE INC.
PRAA PRA GROUP INC.
SCVL SHOE CARNIVAL INC.
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
JBHT J.B. HUNT TRANSPORT SERVICES INC.
PTGX PROTAGONIST THERAPEUTICS
AMAT AL MADINA TAKAFUL CO SAOG
RBBN RIBBON COMMUNICATIONS
SPOT SPOTIFY TECHNOLOGY SA
FTDR FRONTDOOR INC.
TROX TRONOX HOLDINGS PLC
HCAT HEALTH CATALYST
VIR VIR BIOTECHNOLOGY
IAA IAA
CZR CAESARS ENTERTAINMENT INC
MGNI MAGNITE INC
CSTM CONSTELLIUM SE CLASS A
JANX JANUX THERAPEUTICS INC
ECVT ECOVYST INC
TNYA TENAYA THERAPEUTICS INC
CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF
PSFE INVESCO EURO CORPORATE BOND UCITS ETF
Moody's affirms frontdoor CFR, senior secured at Ba2, lowers liquidity...
Moody's Investors Service ("Moody's") affirmed frontdoor, inc.'s ("frontdoor") corporate family rating ("CFR") at Ba2 and its probability of default rating ("PDR") at Ba2-PD. Moody's also affirmed the Ba2 ratings assigned to frontdoor's senior secured credit facility, consisting of a $250 million re...
- Jonathan Moreland
TXRH TEXAS ROADHOUSE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SXT SENSIENT TECHNOLOGIES CORPORATION
RNWK REALNETWORKS INC.
OPK OPKO HEALTH INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
HMST HOMESTREET INC.
HOO HERBALIFE NUTRITION LTD.
GHL GREENHILL & CO. INC.
FBC FLAGSTAR BANCORP INC.
CROX CROCS INC.
ARCC ARES CAPITAL CORPORATION
AAT AMERICAN ASSETS TRUST INC.
NCBS NICOLET BANKSHARES INC
INVE INDENTIV
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
FLL FULL HOUSE RESORTS INC.
CVNA
APPN CARVANA CO. CLASS A
WIA APPIAN
PRPL WESTERN ASSET/CLAYMORE INFL-LINKED SEC & INCOME FUND
SNCR PURPLE INNOVATION
LQDA INC.
ELAN SYNCHRONOSS TECHNOLOGIES
FTDR INC.
KOD LIQUIDIA CORPORATION
MIDD ELANCO ANIMAL HEALTH INC.
NGM FRONTDOOR INC.
KFS KODIAK SCIENCES
RAPT THE MIDDLEBY CORPORATION
AHCO NGM BIOPHARMACEUTICALS
JYNT KINGSWAY FINANCIAL SERVICES
VOXX RAPT THERAPEUTICS
RILY ADAPTHEALTH
KYMR THE JOINT
UTZ AUDIOVOX CORPORATION
ALTO B. RILEY FINANCIAL
CTLP KYMERA THERAPEUTICS
GEG UTZ BRANDS INC (A)
RMBL ALTO INGREDIENTS INC
TRUL CANTALOUPE
SOFI INC.
ENVX GREAT ELM GROUP INC
ORLY RUMBLEON INC
ECVT TRULITE INC.
FRST SOFI TECHNOLOGIES INC
OPFI ENOVIX CORP
BODY O'REILLY AUTOMOTIVE
WIW INC.
APLD ECOVYST INC
NECB PRIMIS FINANCIAL CORP
OPPFI INC
FOREST ROAD ACQUISITION CORP.
WESTERN AST INFL LKD OPP & INM
APPLIED BLOCKCHAIN INC
NORTHEAST COMMUNITY BANCORP INC
- Jonathan Moreland
SFE SAFEGUARD SCIENTIFICS INC.
RNWK REALNETWORKS INC.
FBC FLAGSTAR BANCORP INC.
CABO CABLE ONE INC.
BBY BEST BUY CO. INC.
CCL CARNIVAL CORPORATION
POH3 CARNIVAL PLC
CTHR CHARLES & COLVARD LTD.
WIA WESTERN ASSET/CLAYMORE INFL-LINKED SEC & INCOME FUND
FDBC FIDELITY D&D BANCORP INC.
FTDR FRONTDOOR INC.
KOD KODIAK SCIENCES
ZM ZOOM VIDEO COMMUNICATIONS
CXDO INC.
RAPT CREXENDO
CCAP RAPT THERAPEUTICS
ALTG CRESCENT CAPITAL BDC
VOXX INC.
U ALTA EQUIPMENT GROUP INC.
CASA AUDIOVOX CORPORATION
TCS UNITY SOFTWARE INC.
AUGX CASA MINERALS
VTRS CONTAINER STORE GROUP
OPFI INC.
BODY AUGMEDIX
WIW INC.
ELEV VIATRIS INC
TTD OPPFI INC
FOREST ROAD ACQUISITION CORP.
WESTERN AST INFL LKD OPP & INM
ELEVATION ONCOLOGY INC
THE TRADE DESK
FRONTDOOR sees an upgrade to Slightly Positive due to a better fundame...
The general evaluation of FRONTDOOR (US), a company active in the Personal Products & Services 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 4, 2022, the closing pr...
Moody's announces completion of a periodic review of ratings of frontd...
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of frontdoor, inc.. Global Credit Research- 03 Dec 2021. New York, December 03, 2021-- Moody's Investors Service has completed a periodic review of the ratings of frontdoor, inc. and other ratings that are associated with the same analytical unit.
- Jonathan Moreland
NKTR NEKTAR THERAPEUTICS
MYE MYERS INDUSTRIES INC.
MERC MERCER INTERNATIONAL INC.
MCHX MARCHEX INC. CL B
GHL GREENHILL & CO. INC.
CUTR CUTERA INC.
COMM COMMSCOPE HOLDING CO. INC.
CLR CONTINENTAL RESOURCES INC.
CALA CALITHERA BIOSCIENCES INC.
ACIW ACI WORLDWIDE INC.
ACGL ARCH CAPITAL GROUP LTD.
AAT AMERICAN ASSETS TRUST INC.
ASUR ASURE SOFTWARE INC
BBBY BED BATH & BEYOND INC.
MGI MONEYGRAM INTERNATIONAL INC.
PBFX PBF LOGISTICS LP
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
HRB H&R BLOCK INC.
VSTO VISTA OUTDOOR INC
SSY SUNLINK HEALTH SYSTEMS
NTIC NORTHERN TECHNOLOGIES INTERNATIONAL
BWFG BANKWELL FINANCIAL GROUP
TRHC TABULA RASA HEALTHCARE
ATGE ADTALEM GLOBAL EDUCATION INC.
DMLP DORCHESTER MINERALS L.P.
BHVN BIOHAVEN PHARMACEUTICAL HOLDING COMPANY LTD.
MBIO MUSTANG BIO
RCII RENT-A-CENTER INC
COLD AMERICOLD REALTY TRUST
NICK NICHOLAS FINANCIAL INC.
LQDA LIQUIDIA CORPORATION
EVER EVERQUOTE
FTDR FRONTDOOR INC.
FSK FS KKR CAPITAL CORP
VIAC VIACOMCBS INC. CLASS B
IHRT IHEARTMEDIA INC. CLASS A
STTK SHATTUCK LABS
MGNI MAGNITE INC
BALY BALLYS CORPORATION
RPTX REPARE THERAPEUTICS
SKLZ SKILLZ INC (A)
CSU CAPITAL SENIOR LIVING
CMPX COMPASS THERAPEUTICS
LDI INC.
BVH LOANDEPOT
RRD BLUEGREEN VACATIONS HOLDING CORPORATION (A)
BGSF R.R. DONNELLEY & SONS COMPANY
CRYM BG STAFFING INC.
XERS CRYOMASS TECHNOLOGIES
INC.
XERIS BIOPHARMA HLDGS INC
- Jonathan Moreland
MERC MERCER INTERNATIONAL INC.
CTBI COMMUNITY TRUST BANCORP INC.
CLR CONTINENTAL RESOURCES INC.
CALA CALITHERA BIOSCIENCES INC.
ACIW ACI WORLDWIDE INC.
BBBY BED BATH & BEYOND INC.
PBHC PATHFINDER BANCORP INC.
RCII RENT-A-CENTER INC
COLD AMERICOLD REALTY TRUST
EVER EVERQUOTE
FTDR FRONTDOOR INC.
SAFE SAFEHOLD INC.
VOXX AUDIOVOX CORPORATION
IHRT IHEARTMEDIA INC. CLASS A
BALY BALLYS CORPORATION
SKLZ SKILLZ INC (A)
LDI LOANDEPOT
- Valens Research
Valens Equity Insights and Inflections - 2021 03 16
INOV has been steadily improving UAFRS-based (Uniform) ROA the past few years before the pandemic, thanks to its conversion from a dataset company to a healthcare insight software platform with significant growth opportunities. And yet the market doesn't recognize how this can continue to mean accelerating returns and growth going forward. While the company has one of the few leading healthcare insight platforms not already captured by a major player like UnitedHealthcare, and currently only...
WHR WHIRLPOOL CORPORATION
CMCSA COMCAST CORPORATION CLASS A
GE GENERAL ELECTRIC COMPANY
NOW SERVICENOW INC.
KBH KB HOME
INOV INOVALON HOLDINGS INC. CLASS A
H HYATT HOTELS CORPORATION CLASS A
GNTX GENTEX CORPORATION
CVS CVS HEALTH CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
ADS ALLIANCE DATA SYSTEMS CORPORATION
LMT LOCKHEED MARTIN CORPORATION
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
ABT ABBOTT LABORATORIES
GEY GARMIN LTD.
ASGN ASGN INC
SONO SONOS
FTDR FRONTDOOR INC.
RTX RAYTHEON TECHNOLOGIES CORPORATION
- Valens Research
FTDR - Embedded Expectations Analysis - 2021 03 11
frontdoor, inc. (FTDR:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 26.2x Uniform P/E. Even at these levels, the market has bearish expectations for the firm. Although management's concerns about customer retention, real estate home service volume, and their liquidity position suggest the potential for near-term headwinds, market expectations are too bearish and equity outperformance is likely warranted Specifically, management may have concer...
Moody's announces completion of a periodic review of ratings of frontd...
Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of frontdoor, inc.. Global Credit Research- 02 Mar 2021. New York, March 02, 2021-- Moody's Investors Service has completed a periodic review of the ratings of frontdoor, inc. and other ratings that are associated with the same analytical unit.
- Valens Research
Valens Equity Insights and Inflections - 2020 12 29
Current market expectations for CVS are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to roll over to prior lows from 2010-2011. However, the company's fundamental strategy is likely to lead to continued ROA' expansion. CVS has been evolving into a full-service healthcare firm since their acquisition of Caremark in 2007, which led to initial ROA' expansion to 15%-17% levels. This was followed by continued investment in healthcare solutions and monetizing their data o...
AMN AMN HEALTHCARE SERVICES INC.
WD5 TRAVEL + LEISURE CO.
UIS UNISYS CORPORATION
SEDG SOLAREDGE TECHNOLOGIES INC.
PLD PROLOGIS INC.
PINC PREMIER INC. CLASS A
SWKS SKYWORKS SOLUTIONS INC.
LMT LOCKHEED MARTIN CORPORATION
MSFT MICROSOFT CORPORATION
VRX CN BAUSCH HEALTH COMPANIES INC.
FTDR FRONTDOOR INC.
WTRH WAITR HOLDINGS INC
FOXA FOX CORPORATION CLASS A
MTCH MATCH GROUP INC.
- Valens Research
FTDR - Embedded Expectations Analysis - 2020 12 24
frontdoor, inc. (FTDR:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 26.2x Uniform P/E. Even at these levels, the market has bearish expectations for the firm. Although management's concerns about their pricing, revenue, and liquidity position suggest the potential for near-term headwinds, market expectations are too bearish, and longer-term equity outperformance is likely warranted Specifically, management may lack confidence in their ability ...
- Valens Research
Valens Equity Insights and Inflections - 2020 09 08
BHC currently trades well below corporate averages relative to Uniform earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall from 45% in 2019 to 20% in 2024, accompanied by 2% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 51% by 2021, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about the eye health spinoff, script recovery, and Pro...
UNH UNITEDHEALTH GROUP INCORPORATED
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
LGIH LGI HOMES INC.
CTAS CINTAS CORPORATION
ARMK ARAMARK
ADP AUTOMATIC DATA PROCESSING INC.
UNP UNION PACIFIC CORPORATION
CRUS CIRRUS LOGIC INC.
LPLA LPL FINANCIAL HOLDINGS INC.
CSCO CISCO SYSTEMS INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
VRX CN BAUSCH HEALTH COMPANIES INC.
SONO SONOS
FTDR FRONTDOOR INC.
LVGO LIVONGO HEALTH
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