c_id
int64 18.7k
1.8B
| texts
stringlengths 4.83k
6.84k
|
|---|---|
18,671
|
fundamental summary Looking at Albemarle's financials of Q1 reflected decent results. We do believe, though, that macro-related market conditions will influence Albemarle's performance more significantly than its individual results. Therefore, Albemarle received an overall score of 75, translating into a HOLD ranking.
balance sheet Overall, Albemarle's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Albemarle did a great job related to equity this period, which stood at 9.2B, representing a 15.00% change. Companies in the same sector and market capitalization will usually be affected by up to 5.04% percent by this parameter. This performance is significantly more impressive than its peers and competitors. Consequently, their equity movement received a grade of 81. Also, Albemarle's management was effective in improving its cash and cash equivalents metrics, which now sit at 1.6B. This represents 6.00% change from the last reporting period. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 75. That said, one metric, Assets, stood out as particularly concerning. Albemarle assets metrics were reported as 17.6B, representing a 14.00% change from the last filing. This unimpressive metric is weaker than its peers and competitors. Therefore, their asset component earned a score of 57. Their balance sheet received an overall score of 76.
income statement Overall, Albemarle's critical income statement metrics appear to strongly support positive growth going forward. Albemarle reported impressive EBITDA this period. At filing, EBITDA was reported as 3.7B, representing 27.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 21.19%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. Consequently, their EBITDA movement received a grade of 96. Also, Albemarle's reported return on equity (ROE) ratio was 49.2, representing a change of 22.00%. Its return factor metrics are even more remarkable when compared to their peers. Therefore, its return factors component earned a score of 94. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Albemarle reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 8.8B and represented 20.00% change from the previous period. This metric might have a 26.10% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency does not make a compelling case for upward pressure on the company's stock price. Its revenue efficiency, therefore, received a grade of 38. Therefore, we scored its income statement a 68.
cash flow Two metrics jump up as the most significant positive drivers of the cash flow's strength in Albemarle's recent report: Asset Turnover and Free Cash flow. Albemarle's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Albemarle recorded asset turnover of 0.6, which represents a 9.00% change from the previous report. This metric might have a 8.68% percent impact on companies in the same industry and with the same market capitalization. Their impressive asset turnover metrics, specifically in contrast to their industry peers' performance, should support a tailwind in the company's stock price. Therefore, its asset turnover movement earned a score of 97. Also, Albemarle's published free cash flow numbers were substantial and reflected management's focus on a healthy change strategy. Albemarle recorded free cash flow of 8.3, which represents a 51.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.15%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. Consequently, their free cash flow movement received a grade of 88. On the other hand, Capital Expenditure, jumped out as looking problematic. Albemarle's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -1.4B, which represents a -15.00% change from the last period. They appears to be headed in the wrong direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their CapEx movement received a grade of 51. Its cash flow, therefore, earned a score of 82.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Albemarle's stock is now priced above its 5-day and 50-day, but below its 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in both the short and medium-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Albemarle's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
18,711
|
fundamental summary Allstate's financial reports for Q1 showed some underwhelming results. Their growth and value factors performance indicate that company management is having trouble hitting the right targets or executing. These results suggest a challenging future for Allstate's stock. We therefore gave Allstate a total score of 55 out of 100 and a UNDERPERFORM recommendation.
balance sheet Overall, Allstate's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Allstate produced great equity metrics for this filing, demonstrating management's skill in increasing shareholder value. Allstate's equity was reported as 15.5B, which represents a 0.00% change from the last report. This parameter often affects companies in the same industry and market capitalization by up to 6.45%. This performance is significantly more impressive than its peers and competitors. Therefore, its equity movement component earned a score of 88. Also, Allstate is doing a good job of keeping its liabilities under control and growing intelligently. At filing, their liabilities were 82.3B, representing 2.00% change from the previous period. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. The company's liabilities movement component, therefore, received a grade of 72. That said, one metric, Book Value Factors, stood out as particularly concerning. Allstate publishes discouraging results related to book value factors in this report. As of the current filing, price to book ratio (P/B) was reported as 2.0, representing a -13.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 21.98%. Their book value factor metrics are even more concerning when compared to their peers. Disappointing results in book value factors typically precede negative pressure in stock prices, so its book value factors received a grade of 57. Consequently, the company's balance sheet earned a rank of 64.
income statement A few key income statement metrics in this report were discouraging. Return factors metrics and ratios were disappointing in this report. Allstate reported a return on equity (ROE) ratio of -11.5, representing a change of -79.00% from the last report.change of -79.00% from the previous period. This metric might have a 14.26% percent impact on companies in the same industry and with the same market capitalization. These numbers show that management has been unsuccessful in fostering appropriate growth related to return on assets and return on equity momentum relative to their peers. Consequently, their return factors received a grade of 45. Also, Allstate's management didn't make significant improvements to their EBITDA this period. In terms of the raw numbers, EBITDA was reported as -1.7B, which represents a -253.00% change from the last period. This parameter coud affect companies in the same industry and market capitalization by up to 11.80%. Their EBITDA metrics are even more problematic when compared to their peers. Therefore, their EBITDA component earned a score of 47. On the other hand, Revenue Efficiency, jumped out as looking rather positive. Allstate reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 7.00%. Their impressive revenue efficiency is even more impressive relative to its peers and competitors in the current market. The company's revenue efficiency, therefore, received a grade of 65. Because of these weaknesses, its income statement received an overall score of 44.
cash flow Overall, Allstate's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Allstate's management did a great job this period managing its capital expenditure (CapEx). In terms of the raw numbers, CapEx was reported as -160.0M, which represents a 24.00% change from the last period. The company appears to be headed in the right direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their CapEx movement received a grade of 93. Also, Allstate's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Allstate recorded asset turnover of 0.5, which represents a 3.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.53%. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. The company's asset turnover movement, therefore, received a grade of 86. That said, one metric, Net Cash Flow, stood out as strongly negative. Allstate's management was not successful in meaningfully improving their cash flow metrics. As of the current filing, they were reported as -468.0M and represented a -1633.00% change from the previous period. Their net cash flow momentum should be a cause for concern and could bring negative momentum for Allstate's stock price going forward. Hence, their net cash flow earned a score of 62. Consequently, the company's cash flow earned a score of 86.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Allstate's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Allstate's stock indicates that it's likely oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 52.
|
18,749
|
fundamental summary Amazon published its Q1 report on Apr 28, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that it will be mostly tethered to market performance and sector movements for the near term. Therefore, Amazon received an overall score of 77, translating into a HOLD ranking.
balance sheet Two metrics jump up as the most significant positive drivers of the balance sheet strength in Amazon's recent report: Book Value Factors and Equity. Amazon's price to book ratio (P/B) was reported as 7.6 and represents 27.00% change from the previous report. Their industry-leading book value factors momentum reinforces an expectation for future positive momentum for their stock price going forward. Therefore, its book value factors earned a score of 91. Also, Amazon did a great job related to equity this period, which stood at 154.5B, representing a 6.00% change. This parameter often affects companies in the same industry and market capitalization by up to 2.17%. This performance is significantly more impressive than its peers and competitors. Consequently, their equity movement received a grade of 77. That said, one metric, Liabilities, stood out as particularly concerning. In terms of liabilities, Amazon published uninspiring results. Their reported liabilities were 309.9B, representing a -2.00% change from the previous report. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Its liabilities movement component, therefore, received a grade of 58. Consequently, their balance sheet earned a rank of 70.
income statement EBITDA and Return Factors stand out as the most significant drivers of Amazon's income statement's strength. Amazon's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 68.4B, which represents a 5.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 18.90%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 85. Also, In this filing, Amazon reported a return on equity (ROE) ratio of 3.0, which represents a change of 255.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 84. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Amazon management did an underwhelming job managing revenue efficiency this past period. Amazon's revenue efficiency is 524.9B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.36% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. As a result, their revenue efficiency earned a score of 65. Therefore, we scored its income statement a 77.
cash flow Two metrics jump up as the most significant positive drivers of the cash flow's strength in Amazon's recent report: Free Cash flow and Capital Expenditure. Free cash flow numbers published by Amazon were -0.8, which was a 49.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 2.71%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. The company's free cash flow movement, therefore, received a grade of 85. Also, Amazon's management was effective in improving its CapEx, which now sits at -57.6B and represents 1.00% change from the previous report. This performance is all the more impressive relative to their peers and competitors. Consequently, their CapEx movement received a grade of 75. At the same time, one critical cash flow metric, Asset Turnover, was notably weak. Asset turnover metrics during this period were surprisingly weak. Their reported asset turnover metrics of 1.2, which represents a 3.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 1.59%. Their asset turnover numbers are significantly less impressive when compared to their peers and competitors. Correspondingly, their asset turnover movement received a grade of 57. Because its management is doing an excellent job managing these critical metrics, the cash flow was given a score of 70.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Amazon's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Amazon's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
18,749
|
fundamental summary Amazon published its Q1 report on Apr 28, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that it will be mostly tethered to market performance and sector movements for the near term. Therefore, Amazon received an overall score of 77, translating into a HOLD ranking.
balance sheet Two metrics jump up as the most significant positive drivers of the balance sheet strength in Amazon's recent report: Book Value Factors and Equity. Amazon's price to book ratio (P/B) was reported as 7.6 and represents 27.00% change from the previous report. Their industry-leading book value factors momentum reinforces an expectation for future positive momentum for their stock price going forward. Therefore, its book value factors earned a score of 91. Also, Amazon did a great job related to equity this period, which stood at 154.5B, representing a 6.00% change. This parameter often affects companies in the same industry and market capitalization by up to 2.17%. This performance is significantly more impressive than its peers and competitors. Consequently, their equity movement received a grade of 77. That said, one metric, Liabilities, stood out as particularly concerning. In terms of liabilities, Amazon published uninspiring results. Their reported liabilities were 309.9B, representing a -2.00% change from the previous report. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Its liabilities movement component, therefore, received a grade of 58. Consequently, their balance sheet earned a rank of 70.
income statement EBITDA and Return Factors stand out as the most significant drivers of Amazon's income statement's strength. Amazon's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 68.4B, which represents a 5.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 18.90%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 85. Also, In this filing, Amazon reported a return on equity (ROE) ratio of 3.0, which represents a change of 255.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 84. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Amazon management did an underwhelming job managing revenue efficiency this past period. Amazon's revenue efficiency is 524.9B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.36% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. As a result, their revenue efficiency earned a score of 65. Therefore, we scored its income statement a 77.
cash flow Two metrics jump up as the most significant positive drivers of the cash flow's strength in Amazon's recent report: Free Cash flow and Capital Expenditure. Free cash flow numbers published by Amazon were -0.8, which was a 49.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 2.71%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. The company's free cash flow movement, therefore, received a grade of 85. Also, Amazon's management was effective in improving its CapEx, which now sits at -57.6B and represents 1.00% change from the previous report. This performance is all the more impressive relative to their peers and competitors. Consequently, their CapEx movement received a grade of 75. At the same time, one critical cash flow metric, Asset Turnover, was notably weak. Asset turnover metrics during this period were surprisingly weak. Their reported asset turnover metrics of 1.2, which represents a 3.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 1.59%. Their asset turnover numbers are significantly less impressive when compared to their peers and competitors. Correspondingly, their asset turnover movement received a grade of 57. Because its management is doing an excellent job managing these critical metrics, the cash flow was given a score of 70.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Amazon's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Amazon's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
19,049
|
fundamental summary At a high level, the metrics from Bank of America's Q1 financial report release were demonstrably positive. Their growth, value, and income factors indicate a well-executed and balanced strategy, which is generating exciting growth. We expect that this positive performance will continue in the coming months, and anticipate that Bank of America will maintain good momentum even in a challenging environment. We gave Bank of America a 80 rating and a BUY recommendation.
balance sheet Two main balance sheet metrics are driving the positive outlook for Bank of America's financial strength going forward. Bank of America's management was effective in improving its cash and cash equivalents metrics, which now sit at 369.7B. This represents 66.00% change from the last reporting period. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Therefore, its cash and cash equivalents movement earned a score of 91. Also, Bank of America did a great job related to equity this period, which stood at 251.8B, representing a 3.00% change. This parameter often affects companies in the same industry and market capitalization by up to 6.45%. These equity changes appear exceptionally balanced and impressive objectively compared to their peers. Therefore, its equity movement component earned a score of 90. That said, one metric, Assets, stood out as particularly concerning. Bank of America's management did not succeed in significantly improving the value of the assets on their balance sheet, which now sits at 3.2T and represents a 5.00% change from the previous report. Bank of America's unremarkable asset growth results, specifically compared to their industry peers' performance, should present negative pressure on Bank of America's stock price. Consequently, their asset movement received a grade of 49. Consequently, its balance sheet earned a rank of 83.
income statement Bank of America appears likely to maintain its strong income statement metrics, especially Return Factors. Return factors metrics and ratios were exceptional in this report. Bank of America reported a return on equity (ROE) ratio of 10.5, representing a change of 3.00% from the last report. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Therefore, its return factors component earned a score of 72. That said, one metric, Revenue Efficiency, stood out as strongly negative. Bank of America reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 94.5B and represented 2.00% change from the previous period. This metric might have a 7.00% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency does not make a compelling case for upward pressure on the company's stock price. Its revenue efficiency, therefore, received a grade of 67. their income statement received an overall score of 71.
cash flow Overall, Bank of America's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Free cash flow numbers published by Bank of America were 3.4, which was a 540.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 2.09%. Their free cash flow situation is all the more impressive relative to their peers and competitors. The company's free cash flow movement, therefore, received a grade of 98. Also, Bank of America is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were nan, representing a nan% change from the previous period. This metric might have a 4.53% percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Therefore, its asset turnover movement earned a score of 66. However, one discouraging result, Net Cash Flow, stood out. Bank of America's management was not successful in meaningfully improving their cash flow metrics. As of the current filing, they were reported as 102.3B and represented a 187.00% change from the previous period. Their net cash flow momentum should be a cause for concern and could bring negative momentum for Bank of America's stock price going forward. Hence, their net cash flow earned a score of 41. Therefore, their cash flow earned a grade of 69.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Bank of America's stock is now priced above its 5-day and 50-day, but below its 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in both the short and medium-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Bank of America's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
19,109
|
fundamental summary Truist's financial results from Q1 demonstrated decent performance, but will likely only help Truist remain on par with its peers. This typically translates into the stock performing on par with market performance for the upcoming quarter. Overall, Truist's value and growth factors are trending positively, and we, therefore, give Truist an overall grade of 73 and a HOLD recommendation.
balance sheet Overall, Truist's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Truist's management was effective in improving its cash and cash equivalents metrics, which now sit at 37.6B. This represents 76.00% change from the last reporting period. This performance is significantly more impressive than its peers and competitors. It suggests that their stock price has room to grow to reflect its actual intrinsic value. Consequently, their cash and cash equivalents movement received a grade of 92. Also, Truist's price to book ratio (P/B) was reported as 0.8 and represents -29.00% change from the previous report. These book value factor numbers show that management has been prudent in focusing on efficient growth. We believe the stock price has room to grow to reflect its intrinsic value accurately. Consequently, their book value factors movement received a grade of 76. That said, one metric, Equity, stood out as particularly concerning. Truist management produced disappointing equity metrics this period, which stood at 55.7B, representing a 3.00% change. This parameter often affects companies in the same industry and market capitalization by up to 6.45%. Their equity metrics appear unremarkable relative to their peers. Therefore, their equity movement component earned a score of 47. Their balance sheet, therefore, earned a score of 73.
income statement Truist appears likely to maintain its strong income statement metrics, especially Revenue Efficiency. Truist reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 7.00%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. The company's revenue efficiency, therefore, received a grade of 75. That said, one metric, Return Factors, stood out as strongly negative. Return factors metrics and ratios were disappointing in this report. Truist reported a return on equity (ROE) ratio of 10.0, representing a change of 3.00% from the last report.change of 3.00% from the previous period. This metric might have a 14.26% percent impact on companies in the same industry and with the same market capitalization. These numbers show that management has been unsuccessful in fostering appropriate growth related to return on assets and return on equity momentum relative to their peers. Therefore, their return factors component earned a score of 73. their income statement received an overall score of 72.
cash flow Two metrics jump up as the most significant positive drivers of the cash flow's strength in Truist's recent report: Capital Expenditure and Free Cash flow. Truist's management did a great job this period managing its capital expenditure (CapEx). In terms of the raw numbers, CapEx was reported as -564.0M, which represents a 0.00% change from the last period. The company appears to be headed in the right direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. The company's CapEx movement, therefore, received a grade of 71. Also, Truist did a great job related to free cash flow this period, which stood at 7.9, representing a 3.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 2.09%. Their free cash flow situation is all the more impressive relative to their peers and competitors. The company's free cash flow movement, therefore, received a grade of 70. That said, one metric, Net Cash Flow, stood out as particularly concerning. Truist's management was not successful in meaningfully improving their cash flow metrics. As of the current filing, they were reported as 7.5B and represented a 564.00% change from the previous period. Their net cash flow momentum should be a cause for concern and could bring negative momentum for Truist's stock price going forward. Its net cash flow, therefore, received a grade of 53. Therefore, the company's cash flow earned a grade of 65.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Truist's stock is now priced above its 5-day and 50-day, but below its 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in both the short and medium-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Truist's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
19,609
|
fundamental summary Charter's financial results from Q1 demonstrated decent performance, but will likely only help Charter remain on par with its peers. We do believe, though, that macro-related market conditions will influence the company's performance more significantly than its individual results. Bottom line, Charter's financials indicate solid performance in terms of value and growth, which leads us to believe that they may become interesting again in the next few months. But for right now, we gave the company an overall grade of 71 and a HOLD recommendation.
balance sheet Overall, Charter's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Charter did a great job related to equity this period, which stood at 9.4B, representing a 3.00% change. This parameter often affects companies in the same industry and market capitalization by up to 7.63%. This performance is significantly more impressive than its peers and competitors. Therefore, its equity movement component earned a score of 88. Also, Charter publishes solid book value factor metrics in this report. Price to book ratio (P/B) now sits at 5.6 and represents a -2.00% change from the previous report. The company's book value factor metrics are even more remarkable when compared to their peers. The company's book value factors component, therefore, received a grade of 80. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Charter's management did a relatively poor job managing cash and cash equivalents, which now sit at 534.0M and represents a -17.00% change from the last reporting period. Their anemic growth in cash and cash equivalents, specifically in contrast to their industry peers' performance, should hurt their stock price. Discouraging results like these statistically lead to negative pressure in stock prices, so we rated their cash and cash equivalents with a score of 52. The company's balance sheet received an overall score of 76.
income statement Overall, Charter's critical income statement metrics appear to strongly support positive growth going forward. Return factors metrics and ratios were exceptional in this report. Charter reported a return on equity (ROE) ratio of 39.1, representing a change of 3.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. Therefore, its return factors component earned a score of 77. Also, Charter reported impressive EBITDA this period. At filing, EBITDA was reported as 22.2B, representing 0.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 17.24%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. Consequently, their EBITDA movement received a grade of 73. At the same time, one critical income statement metric, Revenue Efficiency, was notably weak. Charter management did an underwhelming job managing revenue efficiency this past period. Charter's revenue efficiency is 54.5B according to the metrics in the current filing, which represents a 1.00% change from the previous report. This metric might have a 11.83% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 67. Therefore, it received a score of 72.
cash flow Charter appears likely to maintain its strong cash flow metrics and momentum going forward. Charter presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -1.9B, which is a change of -4411.00% from the last filing. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Consequently, their net cash flow movement received a grade of 71. Also, Charter is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.4, representing a 0.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 2.38% percent by this parameter. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its asset turnover movement earned a score of 68. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Charter's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Charter recorded CapEx of -10.0B, which represents a -6.00% change from the previous report. This performance is all the more uninspiring relative to their peers and competitors. Its CapEx movement, therefore, received a grade of 54. Consequently, their cash flow earned a score of 68.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Charter's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Charter's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 47.
|
19,609
|
fundamental summary Charter's financial results from Q1 demonstrated decent performance, but will likely only help Charter remain on par with its peers. We do believe, though, that macro-related market conditions will influence the company's performance more significantly than its individual results. Bottom line, Charter's financials indicate solid performance in terms of value and growth, which leads us to believe that they may become interesting again in the next few months. But for right now, we gave the company an overall grade of 71 and a HOLD recommendation.
balance sheet Overall, Charter's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Charter did a great job related to equity this period, which stood at 9.4B, representing a 3.00% change. This parameter often affects companies in the same industry and market capitalization by up to 7.63%. This performance is significantly more impressive than its peers and competitors. Therefore, its equity movement component earned a score of 88. Also, Charter publishes solid book value factor metrics in this report. Price to book ratio (P/B) now sits at 5.6 and represents a -2.00% change from the previous report. The company's book value factor metrics are even more remarkable when compared to their peers. The company's book value factors component, therefore, received a grade of 80. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Charter's management did a relatively poor job managing cash and cash equivalents, which now sit at 534.0M and represents a -17.00% change from the last reporting period. Their anemic growth in cash and cash equivalents, specifically in contrast to their industry peers' performance, should hurt their stock price. Discouraging results like these statistically lead to negative pressure in stock prices, so we rated their cash and cash equivalents with a score of 52. The company's balance sheet received an overall score of 76.
income statement Overall, Charter's critical income statement metrics appear to strongly support positive growth going forward. Return factors metrics and ratios were exceptional in this report. Charter reported a return on equity (ROE) ratio of 39.1, representing a change of 3.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. Therefore, its return factors component earned a score of 77. Also, Charter reported impressive EBITDA this period. At filing, EBITDA was reported as 22.2B, representing 0.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 17.24%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. Consequently, their EBITDA movement received a grade of 73. At the same time, one critical income statement metric, Revenue Efficiency, was notably weak. Charter management did an underwhelming job managing revenue efficiency this past period. Charter's revenue efficiency is 54.5B according to the metrics in the current filing, which represents a 1.00% change from the previous report. This metric might have a 11.83% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 67. Therefore, it received a score of 72.
cash flow Charter appears likely to maintain its strong cash flow metrics and momentum going forward. Charter presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -1.9B, which is a change of -4411.00% from the last filing. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Consequently, their net cash flow movement received a grade of 71. Also, Charter is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.4, representing a 0.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 2.38% percent by this parameter. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its asset turnover movement earned a score of 68. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Charter's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Charter recorded CapEx of -10.0B, which represents a -6.00% change from the previous report. This performance is all the more uninspiring relative to their peers and competitors. Its CapEx movement, therefore, received a grade of 54. Consequently, their cash flow earned a score of 68.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Charter's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Charter's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 47.
|
19,691
|
fundamental summary According to their recent financial report, which was published on May 24, 2023, Cisco Systems had several impressive financial metrics that should make them more attractive than their peers going forward. Their positive income and value factors indicate that it is likely to continue to produce impressive results for the foreseeable future, as well. These results lead us to believe that there should be significant upside potential for the stock. We gave Cisco Systems a 80 rating and a BUY recommendation.
balance sheet Cisco Systems appears likely to maintain its strong balance sheet metrics and momentum going forward. Cisco Systems reported solid equity numbers this period. At filing, equity was reported as 42.3B, representing 2.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 5.93% percent by this parameter. These equity changes appear exceptionally balanced and impressive objectively compared to their peers. The company's equity movement component, therefore, received a grade of 84. Also, Cisco Systems is doing a good job of keeping its liabilities under control and growing intelligently. At filing, their liabilities were 55.2B, representing 2.00% change from the previous period. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. Therefore, we rated their liabilities movement with a score of 79. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Cisco Systems reported concerning cash and cash equivalents metrics in this filing. Specifically, they reported that cash and cash equivalents were 8.0B, representing a -11.00% change from the last period. The company's cash and cash equivalents metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Consequently, their cash and cash equivalents movement received a grade of 54. Consequently, the company's balance sheet earned a rank of 84.
income statement Return Factors and EBITDA stand out as the most significant drivers of Cisco Systems's income statement's strength. Return factors metrics and ratios were exceptional in this report. Cisco Systems reported a return on equity (ROE) ratio of 27.7, representing a change of -1.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 79. Also, Cisco Systems's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 16.9B, which represents a 3.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 77. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Cisco Systems's revenue efficiency metrics look especially concerning this period, highlighting issues management is having controlling and reducing expenses while increasing earnings. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency does not make a compelling case for upward pressure on the company's stock price. As a result, their revenue efficiency earned a score of 56. Therefore, we scored its income statement a 66.
cash flow Cisco Systems appears likely to maintain its strong cash flow metrics and momentum going forward. Cisco Systems is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.6, representing a 3.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their impressive asset turnover metrics, specifically in contrast to their industry peers' performance, should support a tailwind in the company's stock price. The company's asset turnover movement, therefore, received a grade of 77. Also, Cisco Systems's published free cash flow numbers were substantial and reflected management's focus on a healthy change strategy. Cisco Systems recorded free cash flow of 4.1, which represents a 9.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. The company's free cash flow movement, therefore, received a grade of 71. However, one discouraging result, Capital Expenditure, stood out. Cisco Systems's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -668.0M, which represents a -33.00% change from the last period. They appears to be headed in the wrong direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Therefore, their CapEx movement component earned a score of 42. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 69.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Cisco Systems's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Cisco Systems's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
19,691
|
fundamental summary According to their recent financial report, which was published on May 24, 2023, Cisco Systems had several impressive financial metrics that should make them more attractive than their peers going forward. Their positive income and value factors indicate that it is likely to continue to produce impressive results for the foreseeable future, as well. These results lead us to believe that there should be significant upside potential for the stock. We gave Cisco Systems a 80 rating and a BUY recommendation.
balance sheet Cisco Systems appears likely to maintain its strong balance sheet metrics and momentum going forward. Cisco Systems reported solid equity numbers this period. At filing, equity was reported as 42.3B, representing 2.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 5.93% percent by this parameter. These equity changes appear exceptionally balanced and impressive objectively compared to their peers. The company's equity movement component, therefore, received a grade of 84. Also, Cisco Systems is doing a good job of keeping its liabilities under control and growing intelligently. At filing, their liabilities were 55.2B, representing 2.00% change from the previous period. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. Therefore, we rated their liabilities movement with a score of 79. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Cisco Systems reported concerning cash and cash equivalents metrics in this filing. Specifically, they reported that cash and cash equivalents were 8.0B, representing a -11.00% change from the last period. The company's cash and cash equivalents metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Consequently, their cash and cash equivalents movement received a grade of 54. Consequently, the company's balance sheet earned a rank of 84.
income statement Return Factors and EBITDA stand out as the most significant drivers of Cisco Systems's income statement's strength. Return factors metrics and ratios were exceptional in this report. Cisco Systems reported a return on equity (ROE) ratio of 27.7, representing a change of -1.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 79. Also, Cisco Systems's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 16.9B, which represents a 3.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 77. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Cisco Systems's revenue efficiency metrics look especially concerning this period, highlighting issues management is having controlling and reducing expenses while increasing earnings. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency does not make a compelling case for upward pressure on the company's stock price. As a result, their revenue efficiency earned a score of 56. Therefore, we scored its income statement a 66.
cash flow Cisco Systems appears likely to maintain its strong cash flow metrics and momentum going forward. Cisco Systems is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.6, representing a 3.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their impressive asset turnover metrics, specifically in contrast to their industry peers' performance, should support a tailwind in the company's stock price. The company's asset turnover movement, therefore, received a grade of 77. Also, Cisco Systems's published free cash flow numbers were substantial and reflected management's focus on a healthy change strategy. Cisco Systems recorded free cash flow of 4.1, which represents a 9.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. The company's free cash flow movement, therefore, received a grade of 71. However, one discouraging result, Capital Expenditure, stood out. Cisco Systems's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -668.0M, which represents a -33.00% change from the last period. They appears to be headed in the wrong direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Therefore, their CapEx movement component earned a score of 42. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 69.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Cisco Systems's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Cisco Systems's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
21,127
|
fundamental summary Intel Corporation published concerning discouraging results on Apr 28, 2023. Its value and income factors performance indicate that company management is missing key targets and not executing well in areas that matter most. These results suggest a challenging future for Intel Corporation's stock. As such, Intel Corporation received an overall score of 45 and a UNDERPERFORM recommendation.
balance sheet A few metrics from Intel Corporation's current balance sheet were especially concerning: Cash & Equivalents and Equity. Intel's management did a relatively poor job managing cash and cash equivalents, which now sit at 8.2B and represents a -26.00% change from the last reporting period. This performance is significantly less impressive than its peers and competitors. Discouraging results like these statistically lead to negative pressure in stock prices, so we rated their cash and cash equivalents with a score of 45. Also, Intel reported weak equity changes momentum this period. At filing, equity was reported as 98.1B, representing -3.00% change from the previous report. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. Their equity metrics appear unremarkable relative to their peers. Consequently, their equity movement received a grade of 45. However, one encouraging metric, Liabilities, stood out. In terms of liabilities, Intel published good numbers. Their reported liabilities were 84.9B, representing a 8.00% change from the previous report. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. The company's liabilities movement component, therefore, received a grade of 77. Therefore, it received a cautionary score of 51.
income statement Intel Corporation's income statement showed strong financials, specifically Revenue Efficiency and EBITDA. Intel did an excellent job managing its revenue efficiency this past period. Intel's revenue efficiency is 56.4B according to the metrics in the current filing, which represents a -11.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 19.93%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. As a result, its revenue efficiency earned a score of 95. Also, Intel reported impressive EBITDA this period. At filing, EBITDA was reported as 10.6B, representing -34.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 42. On the other hand, Return Factors, jumped out as looking problematic. Intel's reported return on equity (ROE) ratio was -2.8, representing a change of -135.00%. This metric might have a 2.58% percent impact on companies in the same industry and with the same market capitalization. The company's return factor metrics return on equity and return on assets are even more concerning when compared to their peers. Therefore, their return factors component earned a score of 38. Because its management is doing an excellent job managing these critical metrics, the income statement was given a score of 71.
cash flow Intel Corporation's most recent cash flow report was not encouraging. Intel's produced underwhelming cash flow numbers in this filing. Net cash flow was reported as 2.0B, which is a -68.00% change from the last report. Their net cash flow momentum should be a cause for concern and could bring negative momentum for Intel's stock price going forward. Hence, their net cash flow earned a score of 40. Also, Intel did a poor job related to generating and maintaining strong free cash flow this period, which stood at -4.9, representing a -108.00% change from the previous filing. Companies in the same sector and market capitalization will usually be affected by up to 4.19% percent by this parameter. Their free cash flow situation is more concerning relative to their peers and competitors. Consequently, their free cash flow movement received a grade of 41. On the other hand, Asset Turnover, jumped out as looking rather positive. Intel's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Intel recorded asset turnover of 0.3, which represents a -13.00% change from the previous report. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Correspondingly, their asset turnover movement received a grade of 53. Consequently, their cash flow earned a rank of 46.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Intel's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Intel's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 78.
|
21,127
|
fundamental summary Intel Corporation published concerning discouraging results on Apr 28, 2023. Its value and income factors performance indicate that company management is missing key targets and not executing well in areas that matter most. These results suggest a challenging future for Intel Corporation's stock. As such, Intel Corporation received an overall score of 45 and a UNDERPERFORM recommendation.
balance sheet A few metrics from Intel Corporation's current balance sheet were especially concerning: Cash & Equivalents and Equity. Intel's management did a relatively poor job managing cash and cash equivalents, which now sit at 8.2B and represents a -26.00% change from the last reporting period. This performance is significantly less impressive than its peers and competitors. Discouraging results like these statistically lead to negative pressure in stock prices, so we rated their cash and cash equivalents with a score of 45. Also, Intel reported weak equity changes momentum this period. At filing, equity was reported as 98.1B, representing -3.00% change from the previous report. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. Their equity metrics appear unremarkable relative to their peers. Consequently, their equity movement received a grade of 45. However, one encouraging metric, Liabilities, stood out. In terms of liabilities, Intel published good numbers. Their reported liabilities were 84.9B, representing a 8.00% change from the previous report. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. The company's liabilities movement component, therefore, received a grade of 77. Therefore, it received a cautionary score of 51.
income statement Intel Corporation's income statement showed strong financials, specifically Revenue Efficiency and EBITDA. Intel did an excellent job managing its revenue efficiency this past period. Intel's revenue efficiency is 56.4B according to the metrics in the current filing, which represents a -11.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 19.93%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. As a result, its revenue efficiency earned a score of 95. Also, Intel reported impressive EBITDA this period. At filing, EBITDA was reported as 10.6B, representing -34.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 42. On the other hand, Return Factors, jumped out as looking problematic. Intel's reported return on equity (ROE) ratio was -2.8, representing a change of -135.00%. This metric might have a 2.58% percent impact on companies in the same industry and with the same market capitalization. The company's return factor metrics return on equity and return on assets are even more concerning when compared to their peers. Therefore, their return factors component earned a score of 38. Because its management is doing an excellent job managing these critical metrics, the income statement was given a score of 71.
cash flow Intel Corporation's most recent cash flow report was not encouraging. Intel's produced underwhelming cash flow numbers in this filing. Net cash flow was reported as 2.0B, which is a -68.00% change from the last report. Their net cash flow momentum should be a cause for concern and could bring negative momentum for Intel's stock price going forward. Hence, their net cash flow earned a score of 40. Also, Intel did a poor job related to generating and maintaining strong free cash flow this period, which stood at -4.9, representing a -108.00% change from the previous filing. Companies in the same sector and market capitalization will usually be affected by up to 4.19% percent by this parameter. Their free cash flow situation is more concerning relative to their peers and competitors. Consequently, their free cash flow movement received a grade of 41. On the other hand, Asset Turnover, jumped out as looking rather positive. Intel's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Intel recorded asset turnover of 0.3, which represents a -13.00% change from the previous report. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Correspondingly, their asset turnover movement received a grade of 53. Consequently, their cash flow earned a rank of 46.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Intel's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Intel's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 78.
|
21,171
|
fundamental summary At a high level, the metrics from Intuit's Q1 financial report release were demonstrably positive. Their growth and value factors indicate a well-executed and balanced strategy, which is generating exciting growth. We expect that this positive performance will continue in the coming months, and anticipate that Intuit will maintain good momentum even in a challenging environment. We gave Intuit a 87 rating and a S.BUY recommendation.
balance sheet Two main balance sheet metrics are driving the positive outlook for Intuit's financial strength going forward. Intuit's management was effective in improving its cash and cash equivalents metrics, which now sit at 3.7B. This represents 142.00% change from the last reporting period. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 98. Also, Intuit did a great job related to equity this period, which stood at 17.6B, representing a 11.00% change. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. Therefore, its equity movement component earned a score of 96. That said, one metric, Book Value Factors, stood out as particularly concerning. Intuit's price to book ratio (P/B) was reported as 6.9 and represents -8.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 0.36%. Their book value factor metrics are even more concerning when compared to their peers. Disappointing results in book value factors typically precede negative pressure in stock prices, so its book value factors received a grade of 62. Their balance sheet received an overall score of 93.
income statement Overall, Intuit's critical income statement metrics appear to strongly support positive growth going forward. Intuit's management was effective in improving its EBIDTA, which now sits at 3.9B and represents a 11.00% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. The company's EBITDA movement, therefore, received a grade of 88. Also, In this filing, Intuit reported a return on equity (ROE) ratio of 13.0, which represents a change of 5.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 84. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Intuit's revenue efficiency metrics look especially concerning this period, highlighting issues management is having controlling and reducing expenses while increasing earnings. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. Consequently, their revenue efficiency received a grade of 58. Therefore, their income statement earned a grade of 73.
cash flow Intuit appears likely to maintain its strong cash flow metrics and momentum going forward. Intuit presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -120.0M, which is a change of -203.00% from the last filing. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. Consequently, their net cash flow movement received a grade of 78. Also, Intuit did a great job related to free cash flow this period, which stood at 15.1, representing a 6.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. Their free cash flow situation is all the more impressive relative to their peers and competitors. Therefore, its free cash flow movement earned a score of 70. That said, one metric, Capital Expenditure, stood out as particularly concerning. Intuit's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -209.0M, which represents a -15.00% change from the last period. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Its CapEx movement, therefore, received a grade of 49. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 67.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Intuit's stock is now priced above its 200-day, but below its 5-day and 50-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the long-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Intuit's stock appears overbought. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 42.
|
21,171
|
fundamental summary At a high level, the metrics from Intuit's Q1 financial report release were demonstrably positive. Their growth and value factors indicate a well-executed and balanced strategy, which is generating exciting growth. We expect that this positive performance will continue in the coming months, and anticipate that Intuit will maintain good momentum even in a challenging environment. We gave Intuit a 87 rating and a S.BUY recommendation.
balance sheet Two main balance sheet metrics are driving the positive outlook for Intuit's financial strength going forward. Intuit's management was effective in improving its cash and cash equivalents metrics, which now sit at 3.7B. This represents 142.00% change from the last reporting period. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 98. Also, Intuit did a great job related to equity this period, which stood at 17.6B, representing a 11.00% change. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. Therefore, its equity movement component earned a score of 96. That said, one metric, Book Value Factors, stood out as particularly concerning. Intuit's price to book ratio (P/B) was reported as 6.9 and represents -8.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 0.36%. Their book value factor metrics are even more concerning when compared to their peers. Disappointing results in book value factors typically precede negative pressure in stock prices, so its book value factors received a grade of 62. Their balance sheet received an overall score of 93.
income statement Overall, Intuit's critical income statement metrics appear to strongly support positive growth going forward. Intuit's management was effective in improving its EBIDTA, which now sits at 3.9B and represents a 11.00% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. The company's EBITDA movement, therefore, received a grade of 88. Also, In this filing, Intuit reported a return on equity (ROE) ratio of 13.0, which represents a change of 5.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 84. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Intuit's revenue efficiency metrics look especially concerning this period, highlighting issues management is having controlling and reducing expenses while increasing earnings. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. Consequently, their revenue efficiency received a grade of 58. Therefore, their income statement earned a grade of 73.
cash flow Intuit appears likely to maintain its strong cash flow metrics and momentum going forward. Intuit presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -120.0M, which is a change of -203.00% from the last filing. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. Consequently, their net cash flow movement received a grade of 78. Also, Intuit did a great job related to free cash flow this period, which stood at 15.1, representing a 6.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. Their free cash flow situation is all the more impressive relative to their peers and competitors. Therefore, its free cash flow movement earned a score of 70. That said, one metric, Capital Expenditure, stood out as particularly concerning. Intuit's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -209.0M, which represents a -15.00% change from the last period. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Its CapEx movement, therefore, received a grade of 49. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 67.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Intuit's stock is now priced above its 200-day, but below its 5-day and 50-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the long-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Intuit's stock appears overbought. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 42.
|
21,719
|
fundamental summary The financials published by S&P for Q1 were weak and discouraging. Their growth, value, and income factors indicate a poor execution and strategy, which isn't generating exciting growth. These troubling results make a strong case for underperformance and for anticipating a significant downside. Correspondingly, S&P received a ranking of 57 and a UNDERPERFORM recommendation.
balance sheet Two main balance sheet metrics are driving the positive outlook for S&P's financial strength going forward. S&P did a great job related to equity this period, which stood at 36.3B, representing a -0.00% change. Companies in the same sector and market capitalization will usually be affected by up to 6.45% percent by this parameter. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. Therefore, its equity movement component earned a score of 90. Also, S&P reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 1.4B, representing 9.00% change from the last report. This performance is significantly more impressive than its peers and competitors. It suggests that their stock price has room to grow to reflect its actual intrinsic value. The company's cash and cash equivalents movement, therefore, received a grade of 77. On the other hand, Book Value Factors, jumped out as looking problematic. S&P's price to book ratio (P/B) was reported as 3.2 and represents 8.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 21.98%. Their book value factor metrics are even more concerning when compared to their peers. Consequently, their book value factors movement received a grade of 56. Their balance sheet received an overall score of 67.
income statement S&P's recently published income statement conveys disappointing growth, particularly with respect to Return Factors and Revenue Efficiency metrics. S&P's reported return on equity (ROE) ratio was 7.4, representing a change of -52.00%. This metric might have a 14.26% percent impact on companies in the same industry and with the same market capitalization. They does not yet appear to be headed in the right direction regarding these return on equity and return on assets metrics. Its return factors (ROA & ROE) components, therefore, received a grade of 46. Also, S&P reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 12.0B and represented 7.00% change from the previous period. This metric might have a 7.00% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. Its revenue efficiency, therefore, received a grade of 51. That said, one metric, EBITDA, stood out as strongly positive. S&P reported impressive EBITDA this period. At filing, EBITDA was reported as 5.7B, representing 12.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 11.80%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. Consequently, their EBITDA movement received a grade of 71. Because of these weaknesses, their income statement received an overall score of 56.
cash flow A few key cash flow metrics in this report were discouraging. Asset turnover metrics during this period were surprisingly weak. Their reported asset turnover metrics of 0.2, which represents a -36.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.53%. The company's asset turnover metrics seem especially problematic relative to their peers. Underwhelming results in asset turnover metrics often lead to negative pressure in stock prices, so we rated its asset turnover momentum 40. Also, S&P's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. S&P recorded CapEx of -101.0M, which represents a -13.00% change from the previous report. They appears to be headed in the wrong direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their CapEx movement received a grade of 51. At the same time, one {cash_flow} metric, Free Cash flow, was actually strongly positive. Free cash flow numbers published by S&P were 8.8, which was a 10.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 2.09%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. Therefore, its free cash flow movement earned a score of 75. their cash flow, therefore, earned a score of 45.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. S&P's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), S&P's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
21,835
|
fundamental summary According to their recent financial report, which was published on Apr 25, 2023, Microsoft Corporation had several impressive financial metrics that should make them more attractive than their peers going forward. Their positive growth and value factors indicate that the company is likely to continue to produce impressive results for the foreseeable future, as well. There should be significant upside potential for the stock looking forward. We therefore gave Microsoft Corporation a total score of 80 out of 100 and a BUY recommendation.
balance sheet Microsoft Corporation appears likely to maintain its strong balance sheet metrics and momentum going forward. Microsoft reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 26.6B, representing 70.00% change from the last report. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 97. Also, Microsoft produced great equity metrics for this filing, demonstrating management's skill in increasing shareholder value. Microsoft's equity was reported as 194.7B, which represents a 6.00% change from the last report. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. The company's equity movement component, therefore, received a grade of 93. On the other hand, Assets, jumped out as looking problematic. Microsoft assets metrics were reported as 380.1B, representing a 4.00% change from the last filing. This unimpressive metric is weaker than its peers and competitors. Therefore, their asset component earned a score of 64. Therefore, we scored the company's balance sheet a 92.
income statement Microsoft Corporation appears likely to maintain its strong income statement metrics and momentum going forward. Microsoft's management was effective in improving its EBIDTA, which now sits at 102.9B and represents a 2.00% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. Therefore, its EBITDA component earned a score of 76. Also, In this filing, Microsoft reported a return on equity (ROE) ratio of 38.6, which represents a change of -2.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 75. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Microsoft management did an underwhelming job managing revenue efficiency this past period. Microsoft's revenue efficiency is 207.6B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 63. Therefore, their income statement earned a grade of 70.
cash flow Two main cash flow metrics, Asset Turnover and Net Cash Flow, are driving the positive outlook for Microsoft Corporation's financial strength. Microsoft's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Microsoft recorded asset turnover of 0.6, which represents a -1.00% change from the previous report. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Correspondingly, their asset turnover movement received a grade of 64. Also, Microsoft's strong net cash flow numbers, which were 14.1B in this filing, showed a 384.00% change from the last period. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Hence, its net cash flow earned a score of 62. That said, one metric, Capital Expenditure, stood out as particularly concerning. Microsoft's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Microsoft recorded CapEx of -26.0B, which represents a -5.00% change from the previous report. This performance is all the more uninspiring relative to their peers and competitors. Consequently, their CapEx movement received a grade of 57. Its cash flow received an overall score of 61.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Microsoft's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Microsoft's stock appears overbought. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
21,835
|
fundamental summary According to their recent financial report, which was published on Apr 25, 2023, Microsoft Corporation had several impressive financial metrics that should make them more attractive than their peers going forward. Their positive growth and value factors indicate that the company is likely to continue to produce impressive results for the foreseeable future, as well. There should be significant upside potential for the stock looking forward. We therefore gave Microsoft Corporation a total score of 80 out of 100 and a BUY recommendation.
balance sheet Microsoft Corporation appears likely to maintain its strong balance sheet metrics and momentum going forward. Microsoft reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 26.6B, representing 70.00% change from the last report. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 97. Also, Microsoft produced great equity metrics for this filing, demonstrating management's skill in increasing shareholder value. Microsoft's equity was reported as 194.7B, which represents a 6.00% change from the last report. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. The company's equity movement component, therefore, received a grade of 93. On the other hand, Assets, jumped out as looking problematic. Microsoft assets metrics were reported as 380.1B, representing a 4.00% change from the last filing. This unimpressive metric is weaker than its peers and competitors. Therefore, their asset component earned a score of 64. Therefore, we scored the company's balance sheet a 92.
income statement Microsoft Corporation appears likely to maintain its strong income statement metrics and momentum going forward. Microsoft's management was effective in improving its EBIDTA, which now sits at 102.9B and represents a 2.00% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. Therefore, its EBITDA component earned a score of 76. Also, In this filing, Microsoft reported a return on equity (ROE) ratio of 38.6, which represents a change of -2.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 75. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Microsoft management did an underwhelming job managing revenue efficiency this past period. Microsoft's revenue efficiency is 207.6B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 63. Therefore, their income statement earned a grade of 70.
cash flow Two main cash flow metrics, Asset Turnover and Net Cash Flow, are driving the positive outlook for Microsoft Corporation's financial strength. Microsoft's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Microsoft recorded asset turnover of 0.6, which represents a -1.00% change from the previous report. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Correspondingly, their asset turnover movement received a grade of 64. Also, Microsoft's strong net cash flow numbers, which were 14.1B in this filing, showed a 384.00% change from the last period. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Hence, its net cash flow earned a score of 62. That said, one metric, Capital Expenditure, stood out as particularly concerning. Microsoft's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Microsoft recorded CapEx of -26.0B, which represents a -5.00% change from the previous report. This performance is all the more uninspiring relative to their peers and competitors. Consequently, their CapEx movement received a grade of 57. Its cash flow received an overall score of 61.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Microsoft's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Microsoft's stock appears overbought. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
22,247
|
fundamental summary Oracle's recently released results from Q1 indicate that Oracle is performing reasonably well and on par with its peers. We do believe, though, that macro-related market conditions will influence Oracle's performance more significantly than its individual results. Bottom line, Oracle's financials indicate solid performance in terms of income and value, which leads us to believe that they may become interesting again in the next few months. But for right now, we gave the company an overall grade of 73 and a HOLD recommendation.
balance sheet Two main balance sheet metrics are driving the positive outlook for Oracle's financial strength going forward. Oracle reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 8.2B, representing 21.00% change from the last report. This performance is significantly more impressive than its peers and competitors. It suggests that their stock price has room to grow to reflect its actual intrinsic value. The company's cash and cash equivalents movement, therefore, received a grade of 88. Also, Oracle reported solid equity numbers this period. At filing, equity was reported as -2.4B, representing 43.00% change from the previous period. This parameter often affects companies in the same industry and market capitalization by up to 5.93%. This performance is significantly more impressive than its peers and competitors. Consequently, their equity movement received a grade of 84. However, one discouraging result, Book Value Factors, stood out. Oracle's price to book ratio (P/B) was reported as -107.0 and represents -103.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 0.36%. Their book value factor metrics are even more concerning when compared to their peers. Disappointing results in book value factors typically precede negative pressure in stock prices, so its book value factors received a grade of 56. Their balance sheet received an overall score of 81.
income statement EBITDA and Return Factors stand out as the most significant drivers of Oracle's income statement's strength. Oracle reported impressive EBITDA this period. At filing, EBITDA was reported as 19.4B, representing 1.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. The company is headed in the right direction regarding EBITDA, exhibiting efficient capital controls and strong overall financial performance. The company's EBITDA movement, therefore, received a grade of 72. Also, Oracle's reported return on equity (ROE) ratio was -165.4, representing a change of -26.00%. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their return factors received a grade of 58. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Oracle reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 48.0B and represented 4.00% change from the previous period. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Its uninspiring revenue efficiency is even more concerning relative to its peers and competitors in the current market. Its revenue efficiency, therefore, received a grade of 53. Therefore, it received a score of 61.
cash flow Oracle appears likely to maintain its strong cash flow metrics and momentum going forward. Oracle is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.4, representing a 2.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their impressive asset turnover metrics, specifically in contrast to their industry peers' performance, should support a tailwind in the company's stock price. Therefore, its asset turnover movement earned a score of 84. Also, Oracle presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -14.5B, which is a change of -30.00% from the last filing. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. The company's net cash flow, therefore, received a grade of 56. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Oracle's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Oracle recorded CapEx of -8.2B, which represents a -23.00% change from the previous report. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Therefore, their CapEx movement component earned a score of 44. Therefore, we scored the company's cash flow a 69.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Oracle's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Oracle's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 78.
|
22,623
|
fundamental summary Raymond James published its Q1 report on May 08, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that the company will be mostly tethered to market performance and sector movements for the near term. Bottom line, Raymond James's financials indicate solid performance in terms of value and growth, which leads us to believe that they may become interesting again in the next few months. But for right now, we gave the company an overall grade of 76 and a HOLD recommendation.
balance sheet Overall, Raymond James's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Raymond James reported solid equity numbers this period. At filing, equity was reported as 9.9B, representing 1.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 6.45% percent by this parameter. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. Therefore, its equity movement component earned a score of 95. Also, Raymond James's management was effective in improving its cash and cash equivalents metrics, which now sit at 8.7B. This represents 40.00% change from the last reporting period. This performance is significantly more impressive than its peers and competitors. It suggests that their stock price has room to grow to reflect its actual intrinsic value. The company's cash and cash equivalents movement, therefore, received a grade of 88. That said, one metric, Assets, stood out as particularly concerning. Mediocre performance in terms of assets could drop the bar on expectations for Raymond James's future attractiveness, as they changed to 79.2B in the latest filing. This works out to a 3.00% change from the last period. The lack of good news about assets momentum should be a cause for concern and is often met with downward pressure on the company's stock price. Its asset component, therefore, received a grade of 60. Therefore, we scored the company's balance sheet a 81.
income statement Raymond James appears likely to maintain its strong income statement metrics, especially Return Factors. Raymond James's reported return on equity (ROE) ratio was 18.0, representing a change of 6.00%. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Therefore, its return factors component earned a score of 77. That said, one metric, Revenue Efficiency, stood out as strongly negative. Raymond James management did an underwhelming job managing revenue efficiency this past period. Raymond James's revenue efficiency is 11.0B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 7.00% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 69. their income statement received an overall score of 74.
cash flow Raymond James's cash flow factors had several troubling metrics this period. Raymond James's published free cash flow numbers were subpar and could mean that management has lost focus on achieving healthy growth. Raymond James recorded free cash flow of -12.3, which represents -199.00% growth from the previous report. Companies in the same sector and market capitalization will usually be affected by up to 2.09% percent by this parameter. Their free cash flow situation is more concerning relative to their peers and competitors. Consequently, their free cash flow movement received a grade of 39. Also, Raymond James's asset turnover metrics were concerning and highlighted potential issues management is having effectively turning assets into sales efficiently. At filing, their asset turnover metrics were 0.1, representing a -3.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.53%. The company's asset turnover metrics seem especially problematic relative to their peers. Correspondingly, their asset turnover movement received a grade of 46. However, we can we draw some encouragement from Raymond James's momentum in cash flow generation. Raymond James's strong net cash flow numbers, which were -1.5B in this filing, showed a 47.00% change from the last period. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Consequently, their net cash flow movement received a grade of 67. Therefore, it received a cautionary score of 43.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Raymond James's stock is now priced above its 5-day and 50-day, but below its 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in both the short and medium-term. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Raymond James's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 62.
|
22,751
|
fundamental summary Roper published its Q1 report on May 03, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that it will be mostly tethered to market performance and sector movements for the near term. We therefore gave Roper a total score of 67 out of 100 and a HOLD recommendation.
balance sheet Roper appears likely to maintain its strong balance sheet metrics and momentum going forward. Roper reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 1.2B, representing 49.00% change from the last report. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Therefore, its cash and cash equivalents movement earned a score of 95. Also, Roper's management was effective in managing the value of the assets on their balance sheet, which now sits at 27.1B and represents a 1.00% change from the previous report. This performance is interesting in comparison to its peers and competitors. Therefore, its asset component earned a score of 79. However, one concerning metric, Liabilities, stood out. In terms of liabilities, Roper published uninspiring results. Their reported liabilities were 10.8B, representing a -1.00% change from the previous report. This performance is relatively weak in comparison to their peers and suggests that its's stock price will likely suffer until this is solved. Its liabilities movement component, therefore, received a grade of 67. Therefore, the company's balance sheet earned a grade of 75.
income statement Roper appears likely to maintain its strong income statement metrics and momentum going forward. Roper's management was effective in improving its EBIDTA, which now sits at 2.3B and represents a 3.00% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. Therefore, its EBITDA component earned a score of 73. Also, In this filing, Roper reported a return on equity (ROE) ratio of 6.9, which represents a change of -3.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. Consequently, their return factors received a grade of 68. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Roper management did an underwhelming job managing revenue efficiency this past period. Roper's revenue efficiency is 5.6B according to the metrics in the current filing, which represents a 4.00% change from the previous report. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 55. Therefore, we scored its income statement a 63.
cash flow Overall, Roper's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Roper is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.2, representing a -1.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its asset turnover movement earned a score of 73. Also, Roper's published free cash flow numbers were substantial and reflected management's focus on a healthy change strategy. Roper recorded free cash flow of 6.1, which represents a -3.00% change from the previous report. This parameter coud affect companies in the same industry and market capitalization by up to 4.19%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. Therefore, its free cash flow movement earned a score of 59. On the other hand, Net Cash Flow, jumped out as looking problematic. Roper's management was not successful in meaningfully improving their cash flow metrics. As of the current filing, they were reported as -2.1B and represented a -566.00% change from the previous period. Roper's net cash flow metrics are especially disappointing relative to their peers. Consequently, their net cash flow movement received a grade of 51. Its cash flow, therefore, earned a score of 63.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Roper's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Roper's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
23,217
|
fundamental summary T. Rowe Price's recently released results from Q1 indicate that T. Rowe Price is performing reasonably well and on par with its peers. Its growth, value, and income factors all individually appear positive and give support for optimism regarding the likelihood of continued positive performance. Therefore, they earned a total score of 63 out of 100 and a HOLD recommendation.
balance sheet Overall, T. Rowe Price's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. In terms of liabilities, T. Rowe Price published good numbers. Their reported liabilities were 2.1B, representing a 6.00% change from the previous report. This performance is all interesting relative to their peers and suggests that their stock price has room to grow to reflect a higher intrinsic value. These results statistically lead to positive movement in stock prices, so we rated its liabilities movement component 88. Also, T. Rowe Price's management was effective in improving its cash and cash equivalents metrics, which now sit at 2.1B. This represents 19.00% change from the last reporting period. This impressive growth, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 82. On the other hand, Equity, jumped out as looking rather underwhelming. T. Rowe Price management produced disappointing equity metrics this period, which stood at 9.0B, representing a 2.00% change. This parameter often affects companies in the same industry and market capitalization by up to 6.45%. This performance is significantly less impressive than its peers and competitors. Consequently, their equity movement received a grade of 52. The company's balance sheet, Therefore, earned a score of 72.
income statement Two metrics jump up as the most significant positive drivers of the income statement's strength in T. Rowe Price's recent report: Revenue Efficiency and Return Factors. T. Rowe Price did an excellent job managing its revenue efficiency this past period. T. Rowe Price's revenue efficiency is 6.2B according to the metrics in the current filing, which represents a -5.00% change from the previous report. This parameter often affects companies in the same industry and market capitalization by up to 7.00%. Their revenue efficiency, specifically in contrast to their industry peers', should support a positive movement in the company's stock price. As a result, its revenue efficiency earned a score of 93. Also, In this filing, T. Rowe Price reported a return on equity (ROE) ratio of 13.6, which represents a change of -6.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. Therefore, its return factors component earned a score of 57. That said, one metric, EBITDA, stood out as strongly negative. T. Rowe Price's management didn't make significant improvements to their EBITDA this period. In terms of the raw numbers, EBITDA was reported as 2.8B, which represents a -12.00% change from the last period. This metric might have a 11.80% percent impact on companies in the same industry and with the same market capitalization. The company's EBITDA metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Its EBITDA movement, therefore, received a grade of 52. Its income statement, therefore, earned a score of 60.
cash flow Results from T. Rowe Price's current financials were concerning, in two areas in particular: Asset Turnover and Free Cash flow. T. Rowe Price's asset turnover numbers were discouraging, reflecting significant concerns related to management's ability to leverage assets to generate sales effectively and efficiently. T. Rowe Price recorded asset turnover of 0.5, which represents a -6.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.53%. The company's asset turnover metrics seem especially problematic relative to their peers. Correspondingly, their asset turnover movement received a grade of 45. Also, T. Rowe Price's published free cash flow numbers were subpar and could mean that management has lost focus on achieving healthy growth. T. Rowe Price recorded free cash flow of 6.8, which represents -28.00% growth from the previous report. Companies in the same sector and market capitalization will usually be affected by up to 2.09% percent by this parameter. their free cash flow situation appears to be much weaker than their peers. Management needs to do a better job balancing cash flow, asset growth, and resources allocations in general. Its free cash flow movement, therefore, received a grade of 51. However, we can we draw some encouragement from T. Rowe Price's momentum in cash flow generation. T. Rowe Price's management was effective in improving their net cash flow, which now sits at 101.6M and represents a -59.00% change from the previous report. Their net cash flow metrics are especially remarkable relative to their peers. The company's net cash flow, therefore, received a grade of 69. Therefore, it received a cautionary score of 50.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. T. Rowe Price's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), T. Rowe Price's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 78.
|
24,321
|
fundamental summary Adobe published its Q1 report on Mar 29, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that the company will be mostly tethered to market performance and sector movements for the near term. As such, Adobe received an overall score of 71 and a HOLD recommendation.
balance sheet Adobe appears likely to maintain its strong balance sheet metrics and momentum going forward. Adobe publishes impressive results related to book value factors in this report. Specifically, price to book ratio (P/B) now sits at 12.0 and represents a 7.00% change from the previous report. The company's book value factor metrics are even more remarkable when compared to their peers. The company's book value factors component, therefore, received a grade of 70. Also, Adobe's management was effective in managing the value of the assets on their balance sheet, which now sits at 26.7B and represents a -2.00% change from the previous report. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Consequently, their asset movement received a grade of 69. However, one discouraging result, Liabilities, stood out. At filing, Adobe's liabilities were 12.5B, representing a -5.00% change from the previous period. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Its liabilities movement component, therefore, received a grade of 57. The company's balance sheet received an overall score of 61.
income statement Overall, Adobe's critical income statement metrics appear to strongly support positive growth going forward. In this filing, Adobe reported a return on equity (ROE) ratio of 33.9, which represents a change of 3.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. Therefore, its return factors component earned a score of 81. Also, Adobe's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 6.8B, which represents a 0.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its EBITDA component earned a score of 72. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Adobe management did an underwhelming job managing revenue efficiency this past period. Adobe's revenue efficiency is 18.0B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Consequently, their revenue efficiency received a grade of 61. Therefore, their income statement earned a grade of 67.
cash flow Overall, Adobe's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Adobe is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.7, representing a 6.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Correspondingly, their asset turnover movement received a grade of 85. Also, Adobe's management did a great job this period managing its capital expenditure (CapEx). In terms of the raw numbers, CapEx was reported as -443.0M, which represents a -0.00% change from the last period. This remarkable CapEx growth is expected to reinforce upward momentum for its's stock price going forward. The company's CapEx movement, therefore, received a grade of 65. On the other hand, Free Cash flow, jumped out as looking problematic. Adobe did a poor job related to generating and maintaining strong free cash flow this period, which stood at 15.7, representing a -0.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. Their free cash flow situation is more concerning relative to their peers and competitors. Consequently, their free cash flow movement received a grade of 61. Because its management is doing an excellent job managing these critical metrics, the cash flow was given a score of 75.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Adobe's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Adobe's stock appears overbought. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
24,321
|
fundamental summary Adobe published its Q1 report on Mar 29, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that the company will be mostly tethered to market performance and sector movements for the near term. As such, Adobe received an overall score of 71 and a HOLD recommendation.
balance sheet Adobe appears likely to maintain its strong balance sheet metrics and momentum going forward. Adobe publishes impressive results related to book value factors in this report. Specifically, price to book ratio (P/B) now sits at 12.0 and represents a 7.00% change from the previous report. The company's book value factor metrics are even more remarkable when compared to their peers. The company's book value factors component, therefore, received a grade of 70. Also, Adobe's management was effective in managing the value of the assets on their balance sheet, which now sits at 26.7B and represents a -2.00% change from the previous report. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Consequently, their asset movement received a grade of 69. However, one discouraging result, Liabilities, stood out. At filing, Adobe's liabilities were 12.5B, representing a -5.00% change from the previous period. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Its liabilities movement component, therefore, received a grade of 57. The company's balance sheet received an overall score of 61.
income statement Overall, Adobe's critical income statement metrics appear to strongly support positive growth going forward. In this filing, Adobe reported a return on equity (ROE) ratio of 33.9, which represents a change of 3.00%. These numbers show that management has successfully encouraged growth while managing ROE and ROA metrics, especially relative to their peers. Therefore, its return factors component earned a score of 81. Also, Adobe's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 6.8B, which represents a 0.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its EBITDA component earned a score of 72. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Adobe management did an underwhelming job managing revenue efficiency this past period. Adobe's revenue efficiency is 18.0B according to the metrics in the current filing, which represents a 2.00% change from the previous report. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Consequently, their revenue efficiency received a grade of 61. Therefore, their income statement earned a grade of 67.
cash flow Overall, Adobe's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Adobe is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.7, representing a 6.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Correspondingly, their asset turnover movement received a grade of 85. Also, Adobe's management did a great job this period managing its capital expenditure (CapEx). In terms of the raw numbers, CapEx was reported as -443.0M, which represents a -0.00% change from the last period. This remarkable CapEx growth is expected to reinforce upward momentum for its's stock price going forward. The company's CapEx movement, therefore, received a grade of 65. On the other hand, Free Cash flow, jumped out as looking problematic. Adobe did a poor job related to generating and maintaining strong free cash flow this period, which stood at 15.7, representing a -0.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 4.19%. Their free cash flow situation is more concerning relative to their peers and competitors. Consequently, their free cash flow movement received a grade of 61. Because its management is doing an excellent job managing these critical metrics, the cash flow was given a score of 75.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Adobe's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Adobe's stock appears overbought. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 73.
|
24,333
|
fundamental summary At a high level, the metrics from Advance Auto Parts, Inc.'s Q1 financial report release were demonstrably negative. Their negative income, growth, and value factors indicate that the company is finding it increasingly difficult to produce impressive numbers. These results indicate a weak growth potential for Advance Auto Parts, Inc.'s stock's price moving forward. Therefore, Advance Auto Parts, Inc. earned a score of 54 and a UNDERPERFORM recommendation.
balance sheet A few key balance sheet metrics in this report were discouraging. Advance Auto Parts management produced disappointing equity metrics this period, which stood at 2.6B, representing a -2.00% change. This parameter often affects companies in the same industry and market capitalization by up to 9.58%. These metrics are all the more disappointing relative to their peers and should blunt potential positive momentum in its's stock price. Therefore, their equity movement component earned a score of 46. Also, At filing, Advance Auto Parts's liabilities were 9.5B, representing a 2.00% change from the previous period. This performance is relatively weak in comparison to their peers and suggests that its's stock price will likely suffer until this is solved. Its liabilities movement component, therefore, received a grade of 51. However, one encouraging metric, Book Value Factors, stood out. Advance Auto Parts publishes impressive results related to book value factors in this report. Specifically, price to book ratio (P/B) now sits at 1.5 and represents a nan% change from the previous report. These book value factor numbers show that management has been prudent in focusing on efficient growth. We believe the stock price has room to grow to reflect its intrinsic value accurately. Consequently, their book value factors movement received a grade of 91. Because of these weaknesses, its balance sheet received an overall score of 51.
income statement Results from Advance Auto Parts, Inc.'s current financials were concerning, in two areas in particular: EBITDA and Return Factors. Advance Auto Parts's management didn't make significant improvements to their EBITDA this period. In terms of the raw numbers, EBITDA was reported as 1.6B, which represents a -10.00% change from the last period. This parameter coud affect companies in the same industry and market capitalization by up to 18.51%. The company's EBITDA metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Its EBITDA movement, therefore, received a grade of 44. Also, Advance Auto Parts's reported return on equity (ROE) ratio was 14.6, representing a change of -16.00%. This metric might have a 11.08% percent impact on companies in the same industry and with the same market capitalization. The company's return factor metrics return on equity and return on assets are even more concerning when compared to their peers. Its return factors (ROA & ROE) components, therefore, received a grade of 46. That said, one metric, Revenue Efficiency, stood out as strongly positive. Advance Auto Parts did an excellent job managing its revenue efficiency this past period. Advance Auto Parts's revenue efficiency is 11.2B according to the metrics in the current filing, which represents a 0.00% change from the previous report. This parameter often affects companies in the same industry and market capitalization by up to 13.65%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. The company's revenue efficiency, therefore, received a grade of 82. Therefore, their income statement earned a grade of 54.
cash flow Overall, Advance Auto Parts, Inc.'s critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Advance Auto Parts's management was effective in improving its CapEx, which now sits at -398.2M and represents 6.00% change from the previous report. The company appears to be headed in the right direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. The company's CapEx movement, therefore, received a grade of 85. Also, Advance Auto Parts is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.9, representing a 1.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 7.00% percent by this parameter. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Therefore, its asset turnover movement earned a score of 76. That said, one metric, Free Cash flow, stood out as strongly negative. Advance Auto Parts did a poor job related to generating and maintaining strong free cash flow this period, which stood at -0.1, representing a -101.00% change from the previous filing. Companies in the same sector and market capitalization will usually be affected by up to 1.71% percent by this parameter. Their free cash flow situation is more concerning relative to their peers and competitors. Its free cash flow movement, therefore, received a grade of 39. Consequently, the company's cash flow earned a score of 64.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Advance Auto Parts's stock is now priced below its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a negative setup in the near, medium, and long-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Advance Auto Parts's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 37.
|
24,522
|
fundamental summary Looking at Akamai's financials of Q1 reflected decent results. It is highly likely that it will be mostly tethered to market performance and sector movements for the near term. As such, Akamai received an overall score of 66 and a HOLD recommendation.
balance sheet Two metrics jump up as the most significant positive drivers of the balance sheet strength in Akamai's recent report: Liabilities and Assets. Akamai has done an excellent job managing its liabilities. Akamai's liabilities stood at 4.0B in the current filing, which represents a 2.00% change from the previous report. This performance is all interesting relative to their peers and suggests that their stock price has room to grow to reflect a higher intrinsic value. The company's liabilities movement component, therefore, received a grade of 78. Also, The company's assets section could set high expectations for Akamai's future attractiveness, as they went to 8.2B, which is a -1.00% change from the last period. This performance is interesting in comparison to its peers and competitors. Consequently, their asset movement received a grade of 65. On the other hand, Cash & Equivalents, jumped out as looking problematic. Akamai did a poor job related to managing cash and cash equivalents this period, which stood at 298.8M, representing a -45.00% change from the previous filing. The company's cash and cash equivalents metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Consequently, their cash and cash equivalents movement received a grade of 39. The company's balance sheet received an overall score of 67.
income statement Akamai appears likely to maintain its strong income statement metrics and momentum going forward. Akamai reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 19.93%. Their revenue efficiency, specifically in contrast to their industry peers', should support a positive movement in the company's stock price. Consequently, their revenue efficiency received a grade of 69. Also, Akamai's reported return on equity (ROE) ratio was 11.5, representing a change of -2.00%. Its return factor metrics are even more remarkable when compared to their peers. Therefore, its return factors component earned a score of 67. That said, one metric, EBITDA, stood out as strongly negative. Akamai's EBIDTA now sits at 1.4B and represents -2.00% change from the last reporting period. This parameter coud affect companies in the same industry and market capitalization by up to 14.29%. Their EBITDA metrics are even more problematic when compared to their peers. Therefore, their EBITDA component earned a score of 64. Consequently, their income statement earned a rank of 68.
cash flow Overall, Akamai's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. Akamai's strong net cash flow numbers, which were -79.4M in this filing, showed a -1606.00% change from the last period. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. Hence, its net cash flow earned a score of 76. Also, Akamai's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Akamai recorded asset turnover of 0.4, which represents a 0.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 20.80%. Its asset turnover metrics are especially remarkable relative to their peers. We believe the stock price has room to grow to reflect its intrinsic value accurately. Correspondingly, their asset turnover movement received a grade of 66. On the other hand, Capital Expenditure, jumped out as looking rather underwhelming. Akamai's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -332.0M, which represents a -38.00% change from the last period. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Its CapEx movement, therefore, received a grade of 41. Its cash flow received an overall score of 64.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Akamai's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Akamai's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 68.
|
24,568
|
fundamental summary Align published its Q1 report on May 05, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. This typically translates into the stock performing on par with market performance for the upcoming quarter. Therefore, Align received an overall score of 75, translating into a HOLD ranking.
balance sheet Align appears likely to maintain its strong balance sheet metrics and momentum going forward. Align reported solid equity numbers this period. At filing, equity was reported as 3.5B, representing -3.00% change from the previous period. This parameter often affects companies in the same industry and market capitalization by up to 9.65%. These equity changes appear exceptionally balanced and impressive objectively compared to their peers. Therefore, its equity movement component earned a score of 83. Also, Align is doing a good job of keeping its liabilities under control and growing intelligently. At filing, their liabilities were 2.4B, representing 3.00% change from the previous period. These numbers show that management has successfully encouraged growth while managing liabilities, especially relative to their peers. These results statistically lead to positive movement in stock prices, so we rated its liabilities movement component 72. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Align reported concerning cash and cash equivalents metrics in this filing. Specifically, they reported that cash and cash equivalents were 832.4M, representing a -12.00% change from the last period. The company's cash and cash equivalents metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Its cash and cash equivalents movement, therefore, received a grade of 56. Consequently, the company's balance sheet earned a rank of 73.
income statement Align appears likely to maintain its strong income statement metrics and momentum going forward. Align reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 15.78%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. The company's revenue efficiency, therefore, received a grade of 83. Also, Align's reported return on equity (ROE) ratio was 8.8, representing a change of -12.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 73. On the other hand, EBITDA, jumped out as looking problematic. Align reported concerning EBITDA this period. At filing, EBITDA was reported as 788.2M, representing -6.00% change from the previous period. This metric might have a 30.38% percent impact on companies in the same industry and with the same market capitalization. Their EBITDA metrics are even more problematic when compared to their peers. Therefore, their EBITDA component earned a score of 60. As the companie's management is doing an excellent job managing the critical metrics, the income statement was given a score of 68.
cash flow Align appears likely to maintain its strong cash flow metrics and momentum going forward. Free cash flow numbers published by Align were 6.0, which was a 71.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 0.97%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. Consequently, their free cash flow movement received a grade of 93. Also, Align's strong net cash flow numbers, which were -94.2M in this filing, showed a 40.00% change from the last period. Their net cash flow metrics are especially remarkable relative to their peers. Consequently, their net cash flow movement received a grade of 83. At the same time, one critical cash flow metric, Asset Turnover, was notably weak. Align's asset turnover numbers were discouraging, reflecting significant concerns related to management's ability to leverage assets to generate sales effectively and efficiently. Align recorded asset turnover of 0.6, which represents a -0.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 2.11%. The company's asset turnover metrics seem especially problematic relative to their peers. Underwhelming results in asset turnover metrics often lead to negative pressure in stock prices, so we rated its asset turnover momentum 69. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 87.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Align's stock is now priced above its 5-day and 200-day, but below its 50-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Align's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 52.
|
24,568
|
fundamental summary Align published its Q1 report on May 05, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. This typically translates into the stock performing on par with market performance for the upcoming quarter. Therefore, Align received an overall score of 75, translating into a HOLD ranking.
balance sheet Align appears likely to maintain its strong balance sheet metrics and momentum going forward. Align reported solid equity numbers this period. At filing, equity was reported as 3.5B, representing -3.00% change from the previous period. This parameter often affects companies in the same industry and market capitalization by up to 9.65%. These equity changes appear exceptionally balanced and impressive objectively compared to their peers. Therefore, its equity movement component earned a score of 83. Also, Align is doing a good job of keeping its liabilities under control and growing intelligently. At filing, their liabilities were 2.4B, representing 3.00% change from the previous period. These numbers show that management has successfully encouraged growth while managing liabilities, especially relative to their peers. These results statistically lead to positive movement in stock prices, so we rated its liabilities movement component 72. That said, one metric, Cash & Equivalents, stood out as particularly concerning. Align reported concerning cash and cash equivalents metrics in this filing. Specifically, they reported that cash and cash equivalents were 832.4M, representing a -12.00% change from the last period. The company's cash and cash equivalents metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Its cash and cash equivalents movement, therefore, received a grade of 56. Consequently, the company's balance sheet earned a rank of 73.
income statement Align appears likely to maintain its strong income statement metrics and momentum going forward. Align reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 15.78%. Their industry-leading revenue efficiency makes a strong case for upward pressure on its's stock price. The company's revenue efficiency, therefore, received a grade of 83. Also, Align's reported return on equity (ROE) ratio was 8.8, representing a change of -12.00%. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 73. On the other hand, EBITDA, jumped out as looking problematic. Align reported concerning EBITDA this period. At filing, EBITDA was reported as 788.2M, representing -6.00% change from the previous period. This metric might have a 30.38% percent impact on companies in the same industry and with the same market capitalization. Their EBITDA metrics are even more problematic when compared to their peers. Therefore, their EBITDA component earned a score of 60. As the companie's management is doing an excellent job managing the critical metrics, the income statement was given a score of 68.
cash flow Align appears likely to maintain its strong cash flow metrics and momentum going forward. Free cash flow numbers published by Align were 6.0, which was a 71.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 0.97%. The company's free cash flow metrics are especially strong compared to its peers. Management seems to balance cash flow management, asset growth, and resource allocations in general. Consequently, their free cash flow movement received a grade of 93. Also, Align's strong net cash flow numbers, which were -94.2M in this filing, showed a 40.00% change from the last period. Their net cash flow metrics are especially remarkable relative to their peers. Consequently, their net cash flow movement received a grade of 83. At the same time, one critical cash flow metric, Asset Turnover, was notably weak. Align's asset turnover numbers were discouraging, reflecting significant concerns related to management's ability to leverage assets to generate sales effectively and efficiently. Align recorded asset turnover of 0.6, which represents a -0.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 2.11%. The company's asset turnover metrics seem especially problematic relative to their peers. Underwhelming results in asset turnover metrics often lead to negative pressure in stock prices, so we rated its asset turnover momentum 69. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 87.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Align's stock is now priced above its 5-day and 200-day, but below its 50-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Align's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 52.
|
24,766
|
fundamental summary Looking at American Tower's financials of Q1 reflected decent results. The company's growth, value, and income factors all individually appear negative and will put significant pressure on the likelihood of continued positive performance. We therefore gave American Tower a total score of 67 out of 100 and a HOLD recommendation.
balance sheet Overall, American Tower's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. American Tower has done an excellent job managing its liabilities. American Tower's liabilities stood at 54.6B in the current filing, which represents a -0.00% change from the previous report. This performance is all interesting relative to their peers and suggests that their stock price has room to grow to reflect a higher intrinsic value. These results statistically lead to positive movement in stock prices, so we rated its liabilities movement component 75. Also, American Tower reported solid equity numbers this period. At filing, equity was reported as 5.4B, representing -3.00% change from the previous period. This parameter often affects companies in the same industry and market capitalization by up to 9.70%. This performance is significantly more impressive than its peers and competitors. Therefore, its equity movement component earned a score of 70. That said, one metric, Book Value Factors, stood out as particularly concerning. American Tower publishes discouraging results related to book value factors in this report. As of the current filing, price to book ratio (P/B) was reported as 17.0, representing a -5.00% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 17.42%. They does not yet appear to be headed in the right direction to achieve strong book value metrics. Therefore, their book value factors earned a score of 56. Similarly, because their management is doing an excellent job managing these critical metrics, the balance sheet was given a score of 66.
income statement Two metrics jump up as the most significant positive drivers of the income statement's strength in American Tower's recent report: Return Factors and Revenue Efficiency. Return factors metrics and ratios were exceptional in this report. American Tower reported a return on equity (ROE) ratio of 12.2, representing a change of -23.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 82. Also, American Tower did an excellent job managing its revenue efficiency this past period. American Tower's revenue efficiency is 10.8B according to the metrics in the current filing, which represents a 1.00% change from the previous report. This parameter often affects companies in the same industry and market capitalization by up to 2.87%. Their impressive revenue efficiency is even more impressive relative to its peers and competitors in the current market. Consequently, their revenue efficiency received a grade of 61. On the other hand, EBITDA, jumped out as looking problematic. American Tower reported concerning EBITDA this period. At filing, EBITDA was reported as 8.2B, representing 2.00% change from the previous period. This metric might have a 5.72% percent impact on companies in the same industry and with the same market capitalization. The company's EBITDA metrics highlight a difficult overall financial situation, which may, unfortunately, continue moving forward unless management makes significant changes. Discouraging results like these statistically lead to negative pressure in stock prices, so we rated their EBITDA a grade of 54. Its income statement, therefore, earned a score of 66.
cash flow American Tower appears likely to maintain its strong cash flow metrics and momentum going forward. American Tower did a great job related to free cash flow this period, which stood at 8.8, representing a 10.00% change from the previous filing. This parameter coud affect companies in the same industry and market capitalization by up to 8.48%. Their free cash flow situation is all the more impressive relative to their peers and competitors. Therefore, its free cash flow movement earned a score of 82. Also, American Tower's strong net cash flow numbers, which were -346.0M in this filing, showed a -71.00% change from the last period. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Hence, its net cash flow earned a score of 64. On the other hand, Asset Turnover, jumped out as looking rather underwhelming. American Tower's asset turnover metrics were concerning and highlighted potential issues management is having effectively turning assets into sales efficiently. At filing, their asset turnover metrics were 0.2, representing a 1.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 8.43% percent by this parameter. Their asset turnover numbers are significantly less impressive when compared to their peers and competitors. Therefore, their asset turnover movement earned a score of 61. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 67.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. American Tower's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), American Tower's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 42.
|
24,809
|
fundamental summary At a high level, the metrics from AmerisourceBergen's Q1 financial report release provided many positive indicators. Their positive income and value factors indicate that it is likely to continue to produce impressive results for the foreseeable future, as well. This relative strength should allow AmerisourceBergen to continue to perform well even in a tough market. We gave AmerisourceBergen a 79 rating and a BUY recommendation.
balance sheet AmerisourceBergen appears likely to maintain its strong balance sheet metrics and momentum going forward. AmerisourceBergen's price to book ratio (P/B) was reported as 121.8 and represents 165.00% change from the previous report. These book value factor numbers show that management has been prudent in focusing on efficient growth. We believe the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its book value factors earned a score of 99. Also, AmerisourceBergen has done an excellent job managing its liabilities. AmerisourceBergen's liabilities stood at 58.3B in the current filing, which represents a 1.00% change from the previous report. These liabilities changes appear balanced compared to their peers and project the message that management is capable and focused on balancing asset growth, resource allocation, and growing liabilities. Therefore, we rated their liabilities movement with a score of 71. That said, one metric, Cash & Equivalents, stood out as strongly negative. AmerisourceBergen did a poor job related to managing cash and cash equivalents this period, which stood at 1.5B, representing a -9.00% change from the previous filing. This performance is significantly less impressive than its peers and competitors. Its cash and cash equivalents movement, therefore, received a grade of 59. Therefore, it received a score of 80.
income statement AmerisourceBergen seems to be balancing strong EBITDA and Revenue Efficiency along with an overall impressive positive income statement. AmerisourceBergen's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 3.7B, which represents a -1.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 30.38%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. Therefore, its EBITDA component earned a score of 69. Also, AmerisourceBergen reported highly encouraging numbers for its revenue efficiency. This characteristic can affect companies in the same industry and market capitalization by up to 15.78%. Their revenue efficiency, specifically in contrast to their industry peers', should support a positive movement in the company's stock price. Consequently, their revenue efficiency received a grade of 64. That said, one metric, Return Factors, stood out as strongly negative. In this filing, AmerisourceBergen reported a return on equity (ROE) ratio of 221.0, which represents a growth of -56.00%. This metric might have a 3.26% percent impact on companies in the same industry and with the same market capitalization. These numbers show that management has been unsuccessful in fostering appropriate growth related to return on assets and return on equity momentum relative to their peers. Its return factors (ROA & ROE) components, therefore, received a grade of 63. Because its management is doing an excellent job managing these critical metrics, the income statement was given a score of 67.
cash flow AmerisourceBergen appears likely to maintain its strong cash flow metrics and momentum going forward. AmerisourceBergen's management was effective in improving their net cash flow, which now sits at -1.8B and represents a -1.00% change from the previous report. The company is headed in the right direction regarding business priorities, exhibiting prudent net cash flow management and growth. The company's net cash flow, therefore, received a grade of 84. Also, Free cash flow numbers published by AmerisourceBergen were 11.9, which was a 20.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 0.97%. These free cash flow numbers show that management has executed well while generating cash flow and encouraging growth. The company's free cash flow movement, therefore, received a grade of 83. That said, one metric, Capital Expenditure, stood out as particularly concerning. AmerisourceBergen's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. AmerisourceBergen recorded CapEx of -459.3M, which represents a 6.00% change from the previous report. They appears to be headed in the wrong direction regarding resource allocation, exhibiting prudent capital expenditure growth compared to its peers. Its CapEx movement, therefore, received a grade of 77. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 88.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. AmerisourceBergen's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. The company is trading near it's 12-month high, which signals an attack on the resistance price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), AmerisourceBergen's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 83.
|
24,816
|
fundamental summary Amgen's financial results from Q1 demonstrated decent performance, but will likely only help Amgen remain on par with its peers. The company's growth and value factors appear positive and give support for optimism regarding the likelihood of continued positive performance. Overall, Amgen's value and growth factors are trending positively, and we, therefore, give Amgen an overall grade of 66 and a HOLD recommendation.
balance sheet Overall, Amgen's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Amgen reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 31.6B, representing 314.00% change from the last report. Its impressive cash and cash equivalents metrics should support upward pressure on its's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 98. Also, The company's assets section could set high expectations for Amgen's future attractiveness, as they went to 88.7B, which is a 36.00% change from the last period. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Consequently, their asset movement received a grade of 78. That said, one metric, Liabilities, stood out as particularly concerning. Amgen's liabilities stood at 83.4B in the current filing, which represents a 36.00% change from the previous report. This performance is relatively weak in comparison to their peers and suggests that its's stock price will likely suffer until this is solved. Therefore, we rated their liabilities movement with a score of 46. Because its management is doing an excellent job managing these critical metrics, the balance sheet was given a score of 80.
income statement Amgen appears likely to maintain its strong income statement metrics and momentum going forward. In this filing, Amgen reported a return on equity (ROE) ratio of 252.8, which represents a change of 100.00%. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their return factors received a grade of 91. Also, Amgen's financials reveal an interesting trend for their revenue efficiency. This parameter often affects companies in the same industry and market capitalization by up to 15.78%. Their revenue efficiency, specifically in contrast to their industry peers', should support a positive movement in the company's stock price. Consequently, their revenue efficiency received a grade of 82. However, one discouraging result, EBITDA, stood out. Amgen reported concerning EBITDA this period. At filing, EBITDA was reported as 13.3B, representing -3.00% change from the previous period. This parameter coud affect companies in the same industry and market capitalization by up to 30.38%. Amgen appears to be headed in the wrong direction in terms of EBITDA momentum, likely due to insufficient capital controls and a weaker than expected overall financial performance. Its EBITDA movement, therefore, received a grade of 63. Its income statement, therefore, earned a score of 73.
cash flow Amgen's cash flow factors had several troubling metrics this period. Amgen's asset turnover numbers were discouraging, reflecting significant concerns related to management's ability to leverage assets to generate sales effectively and efficiently. Amgen recorded asset turnover of 0.3, which represents a -15.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 2.11%. The company's asset turnover metrics seem especially problematic relative to their peers. Underwhelming results in asset turnover metrics often lead to negative pressure in stock prices, so we rated its asset turnover momentum 40. Also, Amgen's net cash flow metrics were 25.0B according to their current filing, which represents a 7053.00% change from the previous report. Amgen's net cash flow metrics are especially disappointing relative to their peers. Consequently, their net cash flow movement received a grade of 47. That said, one metric, Free Cash flow, stood out as strongly positive. Free cash flow numbers published by Amgen were 14.1, which was a -14.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 0.97%. These free cash flow numbers show that management has executed well while generating cash flow and encouraging growth. The company's free cash flow movement, therefore, received a grade of 52. Therefore, it received a cautionary score of 47.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Amgen's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Amgen's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 42.
|
24,816
|
fundamental summary Amgen's financial results from Q1 demonstrated decent performance, but will likely only help Amgen remain on par with its peers. The company's growth and value factors appear positive and give support for optimism regarding the likelihood of continued positive performance. Overall, Amgen's value and growth factors are trending positively, and we, therefore, give Amgen an overall grade of 66 and a HOLD recommendation.
balance sheet Overall, Amgen's critical balance sheet metrics appear to signal strong support and a high likelihood of positive growth going forward. Amgen reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 31.6B, representing 314.00% change from the last report. Its impressive cash and cash equivalents metrics should support upward pressure on its's stock price. The company's cash and cash equivalents movement, therefore, received a grade of 98. Also, The company's assets section could set high expectations for Amgen's future attractiveness, as they went to 88.7B, which is a 36.00% change from the last period. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Consequently, their asset movement received a grade of 78. That said, one metric, Liabilities, stood out as particularly concerning. Amgen's liabilities stood at 83.4B in the current filing, which represents a 36.00% change from the previous report. This performance is relatively weak in comparison to their peers and suggests that its's stock price will likely suffer until this is solved. Therefore, we rated their liabilities movement with a score of 46. Because its management is doing an excellent job managing these critical metrics, the balance sheet was given a score of 80.
income statement Amgen appears likely to maintain its strong income statement metrics and momentum going forward. In this filing, Amgen reported a return on equity (ROE) ratio of 252.8, which represents a change of 100.00%. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. Consequently, their return factors received a grade of 91. Also, Amgen's financials reveal an interesting trend for their revenue efficiency. This parameter often affects companies in the same industry and market capitalization by up to 15.78%. Their revenue efficiency, specifically in contrast to their industry peers', should support a positive movement in the company's stock price. Consequently, their revenue efficiency received a grade of 82. However, one discouraging result, EBITDA, stood out. Amgen reported concerning EBITDA this period. At filing, EBITDA was reported as 13.3B, representing -3.00% change from the previous period. This parameter coud affect companies in the same industry and market capitalization by up to 30.38%. Amgen appears to be headed in the wrong direction in terms of EBITDA momentum, likely due to insufficient capital controls and a weaker than expected overall financial performance. Its EBITDA movement, therefore, received a grade of 63. Its income statement, therefore, earned a score of 73.
cash flow Amgen's cash flow factors had several troubling metrics this period. Amgen's asset turnover numbers were discouraging, reflecting significant concerns related to management's ability to leverage assets to generate sales effectively and efficiently. Amgen recorded asset turnover of 0.3, which represents a -15.00% change from the previous report. Companies in the same industry and market capitalization are typically affected by this parameter by up to 2.11%. The company's asset turnover metrics seem especially problematic relative to their peers. Underwhelming results in asset turnover metrics often lead to negative pressure in stock prices, so we rated its asset turnover momentum 40. Also, Amgen's net cash flow metrics were 25.0B according to their current filing, which represents a 7053.00% change from the previous report. Amgen's net cash flow metrics are especially disappointing relative to their peers. Consequently, their net cash flow movement received a grade of 47. That said, one metric, Free Cash flow, stood out as strongly positive. Free cash flow numbers published by Amgen were 14.1, which was a -14.00% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 0.97%. These free cash flow numbers show that management has executed well while generating cash flow and encouraging growth. The company's free cash flow movement, therefore, received a grade of 52. Therefore, it received a cautionary score of 47.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Amgen's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Amgen's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 42.
|
24,827
|
fundamental summary Amphenol's financial results from Q1 demonstrated decent performance, but will likely only help Amphenol remain on par with its peers. Its growth, value, and income factors all individually appear positive and give support for optimism regarding the likelihood of continued positive performance. Therefore, Amphenol received an overall score of 77, translating into a HOLD ranking.
balance sheet Amphenol appears likely to maintain its strong balance sheet metrics and momentum going forward. Amphenol reported solid equity numbers this period. At filing, equity was reported as 7.3B, representing 4.00% change from the previous period. Companies in the same sector and market capitalization will usually be affected by up to 5.93% percent by this parameter. These metrics are all the more impressive relative to their peers and should support an upswing in their stock price. The company's equity movement component, therefore, received a grade of 76. Also, Amphenol did a great job related to cash and cash equivalents this period, which stood at 1.4B, representing a 1.00% change from the previous filing. Its impressive cash and cash equivalents metrics should support upward pressure on its's stock price. Consequently, their cash and cash equivalents movement received a grade of 70. However, one discouraging result, Liabilities, stood out. Amphenol's liabilities stood at 8.0B in the current filing, which represents a -3.00% change from the previous report. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Therefore, we rated their liabilities movement with a score of 61. Therefore, we scored the company's balance sheet a 71.
income statement Amphenol appears likely to maintain its strong income statement metrics, especially EBITDA and Revenue Efficiency. Amphenol's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 3.1B, which represents a 0.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. Therefore, its EBITDA component earned a score of 73. Also, Amphenol's financials reveal an interesting trend for their revenue efficiency. This parameter often affects companies in the same industry and market capitalization by up to 19.93%. Their impressive revenue efficiency is even more impressive relative to its peers and competitors in the current market. The company's revenue efficiency, therefore, received a grade of 70. However, one discouraging result, Return Factors, stood out. Return factors metrics and ratios were disappointing in this report. Amphenol reported a return on equity (ROE) ratio of 27.8, representing a change of -2.00% from the last report.change of -2.00% from the previous period. This metric might have a 2.58% percent impact on companies in the same industry and with the same market capitalization. The company's return factor metrics return on equity and return on assets are even more concerning when compared to their peers. Consequently, their return factors received a grade of 69. their income statement received an overall score of 72.
cash flow Two main cash flow metrics, Net Cash Flow and Asset Turnover, are driving the positive outlook for Amphenol's financial strength. Amphenol presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of 143.6M, which is a change of -18.00% from the last filing. This industry-leading net cash flow momentum should reinforce broader positive momentum for its's stock price going forward. Hence, its net cash flow earned a score of 75. Also, Amphenol is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.8, representing a -1.00% change from the previous period. This metric might have a 20.80% percent impact on companies in the same industry and with the same market capitalization. Their impressive asset turnover metrics, specifically in contrast to their industry peers' performance, should support a tailwind in the company's stock price. Therefore, its asset turnover movement earned a score of 71. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Amphenol's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -398.8M, which represents a -5.00% change from the last period. This performance is all the more uninspiring relative to their peers and competitors. Its CapEx movement, therefore, received a grade of 57. Therefore, we scored the company's cash flow a 71.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Amphenol's stock is now priced above its 5-day, 50-day, and 200-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the near, medium, and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), Amphenol's stock indicates that it's likely oversold. Overall, these technical indicators signal positive upward momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 78.
|
24,893
|
fundamental summary ANSYS published its Q1 report on May 03, 2023 with positive results, but no significant factors particularly remarkable relative to its peers. It is highly likely that the company will be mostly tethered to market performance and sector movements for the near term. We therefore gave ANSYS a total score of 74 out of 100 and a HOLD recommendation.
balance sheet A few key balance sheet metrics in this report were discouraging. ANSYS did a poor job related to managing cash and cash equivalents this period, which stood at 507.7M, representing a -17.00% change from the previous filing. Their anemic growth in cash and cash equivalents, specifically in contrast to their industry peers' performance, should hurt their stock price. Its cash and cash equivalents movement, therefore, received a grade of 50. Also, ANSYS's liabilities stood at 1.7B in the current filing, which represents a -7.00% change from the previous report. These liabilities metrics show that management has been unsuccessful in encouraging healthy growth while managing liabilities. Discouraging results like these statistically lead to negative movement in stock prices, so we rated their liabilities movement component 51. At the same time, one balance sheet metric, Assets, was actually strongly positive. The company's assets section could set high expectations for ANSYS's future attractiveness, as they went to 6.5B, which is a -3.00% change from the last period. This growth should support upward pressure on its's stock price, which better captures their intrinsic value. The company's asset component, therefore, received a grade of 69. Consequently, their balance sheet earned a rank of 59.
income statement ANSYS appears likely to maintain its strong income statement metrics and momentum going forward. Return factors metrics and ratios were exceptional in this report. ANSYS reported a return on equity (ROE) ratio of 12.1, representing a change of 8.00% from the last report. Its return factor metrics are even more remarkable when compared to their peers. Consequently, their return factors received a grade of 88. Also, ANSYS's management did a remarkable job this period managing its EBITDA. In terms of the raw numbers, EBITDA was reported as 771.7M, which represents a 7.00% change from the last period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 14.29%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 84. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. ANSYS reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 2.1B and represented 4.00% change from the previous period. This metric might have a 19.93% percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. As a result, their revenue efficiency earned a score of 53. Therefore, their income statement earned a grade of 68.
cash flow Overall, ANSYS's critical cash flow metrics appear to signal strong support and a high likelihood of positive growth going forward. ANSYS is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.3, representing a 8.00% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 20.80%. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Therefore, its asset turnover movement earned a score of 88. Also, ANSYS presents exciting net cash flow numbers for its recent financial release, illustrated by a net cash flow of -149.7M, which is a change of -181.00% from the last filing. Their net cash flow metrics are especially remarkable relative to their peers. Hence, its net cash flow earned a score of 75. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. ANSYS's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -26.2M, which represents a -8.00% change from the last period. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Consequently, their CapEx movement received a grade of 55. Therefore, we scored the company's cash flow a 80.
technical_analysis When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. ANSYS's stock is now priced above its 50-day and 200-day, but below its 5-day moving average, while its MACD (Moving Average Convergence Divergence) indicates that the stock's price movement momentum is strengthening. Historically, this is a positive setup in the medium and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (Relative Strength Index), ANSYS's stock appears overbought. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (Technical Analysis) score of 62.
|
End of preview. Expand
in Data Studio
No dataset card yet
- Downloads last month
- 10