reports
- Jonathan Moreland
TSLA TESLA INC
RNG RINGCENTRAL INC. CLASS A
MACK MERRIMACK PHARMACEUTICALS INC
CAMP CALAMP CORP.
TZOO TRAVELZOO
ICD INDEPENDENCE CONTRACT DRILLING
CULP CULP INC.
UTI UNIVERSAL TECHNICAL INSTITUTE INC.
MRAM EVERSPIN TECHNOLOGIES
JELD JELD-WEN HOLDING INC.
SVRA SAVARA
GTHX G1 THERAPEUTICS
LILA LIBERTY LATIN AMERICA A
AMRX AMNEAL PHARMACEUTICALS INC. CLASS A
LOVE LOVESAC
BYND BEYOND MEAT
FULC INC.
CMPR FULCRUM THERAPEUTICS
JYNT CIMPRESS PLC
HPK THE JOINT
PCVX HIGHPEAK ENERGY INC (A)
ONCR VAXCYTE
HQI ONCORUS
FET HIREQUEST INC.
PUBM FORUM ENERGY TECHNOLOGIES
ONDS PUBMATIC
LIXT ONDAS HOLDINGS
OLO LIXTE BIOTECHNOLOGY HOLDINGS
XMTR OLO
HYZN XOMETRY
AUGX INC.
LCID HYZON MOTORS INC.
JOBY AUGMEDIX
TBBK INC.
BLND LUCID GROUP INC
ROOT JOBY AVIATION INC
GLSI THE BANCORP
SNPX INC.
GCV ETRACS DJ-UBS COMMODITY INDEX 2-4-6 BLEND
ROOT INC
GREENWICH LIFESCIENCES INC
SYNAPTOGENIX INC
THE GABELLI CONVERTIBLE AND INCOME SECURITIES FUND
INC.
- Jonathan Moreland
MIXT MIX TELEMATICS ADR
KEY KEYCORP
IDN INTELLICHECK
BCOV BRIGHTCOVE
UFCS UNITED FIRE GROUP INC.
DYN DYNEGY INC.
NSA NATIONAL STORAGE AFFILIATES TRUST
VFC V.F. CORPORATION
MBIN MERCHANTS BANCORP
AMRX AMNEAL PHARMACEUTICALS INC. CLASS A
PRTS U.S. AUTO PARTS NETWORK
BYND INC.
HROW BEYOND MEAT
GCI INC.
NKLA HARROW HEALTH INC.
COO GANNETT CO. INC.
GOCO NIKOLA CORPORATION
KRON THE COOPER COMPANIES INC.
BDSX GOHEALTH
RKT INC.
PRCH KRONOS BIO
VRDN BIODESIX
OLO ROCKET COMPANIES
VINC PORCH GROUP INC (A)
UPST VIRIDIAN THERAPEUTICS INC
FNWD OLO
AIKI VINCERX INC
RH UPSTART HOLDINGS
FINWARD BANCORP
AIKIDO PHARMA INC.
RESTORATION HARDWARE HOLDINGS INC
- Jonathan Moreland
- Valens Research
Valens Equity Insights and Inflections - 2019 04 17
BZH currently trades near recent lows relative to UAFRS-based (Uniform) Earnings, with a 6.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 11% in 2018 to 5% in 2023, accompanied by 1% Uniform Asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 13% through 2020, accompanied by 3% Uniform Asset shrinkage. Moreover, management is confident in structural plan options, their balanced growth...
PAYX PAYCHEX INC.
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
HCKT THE HACKETT GROUP
FORR FORRESTER RESEARCH INC.
DNR DENBURY RESOURCES INC.
BZH BEAZER HOMES USA INC.
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AMT AMERICAN TOWER CORPORATION
NCI NAVIGANT CONSULTING INC.
CCL CARNIVAL CORPORATION
SITE SITEONE LANDSCAPE SUPPLY INC.
LLL L3 TECHNOLOGIES INC
SBAC SBA COMMUNICATIONS CORP. CLASS A
AMKR AMKOR TECHNOLOGY INC.
LYFT LYFT
LEVI LEVI STRAUSS & CO. CLASS A
BYND BEYOND MEAT
INC.
- Valens Research
BYND - Embedded Expectations Analysis - 2019 04 15
Beyond Meat, Inc. (BYND:USA) currently trades at a 1.9x Uniform P/B as they utilize an anticipated $550mn market capitalization implied from their last funding round as a proxy. At these levels, the market is pricing in expectations for Uniform ROA to expand from -25% in 2018 to 5% through 2023, towards the high end of mature peer levels, accompanied by 19% Uniform Asset growth going forward. Ultimately, in order to justify current valuations and meet market expectations, BYND must gain market ...
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