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VBG Group (OM:VBG B) reported a net profit margin of 7.9%, down from 10.6% a year ago, diverging from its strong five-year earnings growth trend of 16.3% per year. Despite the recent dip, earnings are forecast to climb 17.4% annually and revenue is expected to grow at 6.8% per year, both outpacing Swedish market averages. With attractive valuation metrics and earnings momentum projected to pick up, investors have reason to focus on the growth outlook. However, recent margin compression and a...

Key Insights Voltatron's significant retail investors ownership suggests that the key decisions are influenced by...

When close to half the companies in the United Arab Emirates have price-to-earnings ratios (or "P/E's") above 13x, you...

Frontier Communications Parent (FYBR) is still in the red, with losses having accelerated at an average annual rate of 49.9% over the past five years. While revenue is forecast to grow only 2.9% per year, well behind the US market’s 10.2% average, the company's net profit margin has not improved and forecasts suggest ongoing unprofitability for the next three years. Despite trading below its calculated fair value of $93.64 at a recent price of $37.73, FYBR remains relatively expensive against...

Iberdrola (BME:IBE) posted 11% annual profit growth over the past five years and is now forecast to grow earnings at 7.7% per year, outpacing the Spanish market’s expected 4.7% rate. However, recent results reveal net profit margins have slipped to 11.5%, down from last year's 14.3%, and revenue growth is projected at a slightly softer 4.5% per year, trailing the broader market. With margins narrowing and revenue forecasts lagging, investors are likely to focus on operational performance for...

Alkermes (ALKS) reported revenue growth of 7% per year, trailing the broader US market average of 10.2% annually. Net profit margins came in at 22.2%, down from last year’s 25.7%. Earnings are projected to decline at an average rate of 11.1% per year over the next three years. Despite the cautious near-term outlook, the company’s five-year record shows it has become profitable, with historical earnings growth averaging 56.4% per year and a consistent track of high-quality earnings that...

Mirion Technologies (MIR) turned profitable in the past year, posting five-year annualized earnings growth of 34.5% and a forecasted leap of 63.9% per year moving forward. This far outpaces both its own history and the US market's average 15.6% growth rate. Revenue is projected to rise 15.9% annually, topping the US market’s 10.2% rate, even as a one-off $10.8 million loss weighed on recent results. With the share price trading at $29.75, above its estimated fair value, investors are...

TETRA Technologies (TTI) has delivered headline-grabbing earnings, with net profit margin soaring to 19.7% compared to just 1.2% last year. Over the last five years, the company has shifted to profitability, compounding earnings at an impressive 73.5% annual rate, and most recently accelerating with a staggering 1601.9% earnings growth in the past year. However, despite these strong numbers, investors face a mixed outlook as revenue growth is expected to lag the broader market at 7.9% per...

On October 27, 2025, Shandong Hi-Speed Holdings Group Limited was removed from the Hang Seng China Affiliated Corporations Index, a development affecting its visibility among major investors. Index changes such as this one often prompt large institutional portfolio adjustments, reflecting the importance of index membership in shaping investment activity and stock demand. We’ll explore how Shandong Hi-Speed Holdings Group’s removal from the index could reshape investors’ perception of its...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Herc Holdings (HRI) is currently unprofitable, but the company cut its losses by 2% per year over the past five years and is forecast to achieve robust revenue growth of 10.6% annually, just above the US market’s 10.2% average. Earnings are projected to climb 48.32% per year, and HRI is expected to reach profitability within the next three years. With these forecasts and a focus on future earnings momentum, many investors may see this as a meaningful pivot point for the company’s performance...

Centerra Gold (TSX:CG) reported a one-off gain of $288.0 million over the past twelve months to September 30, 2025, which drove its net profit margin up to 26.4%. This marks a significant jump from last year’s 8.3%. Earnings surged 225.3% year-over-year, a sharp turnaround from the company’s 5-year average decline of -12.3% per year. Profit margins and earnings have both seen marked improvements as Centerra returned to profitability. Investors are now weighing strong headline numbers and...

Arcutis Biotherapeutics (ARQT) remains unprofitable but has managed to shrink its losses over the last five years, recording a 3.3% annual rate of improvement. The company’s revenue is projected to grow at 24% per year, notably faster than the US market average of 10.2%. With a negative net profit margin but a favorable Price-to-Sales Ratio of 9.7x, trading well below biotech peers and the broader industry, Arcutis offers a compelling risk and reward setup focused squarely on strong growth...

Long term investing can be life changing when you buy and hold the truly great businesses. While not every stock...

CGN Power (SEHK:1816) posted a 1.3% annual earnings growth over the past five years, while revenues are projected to climb at 6.3% per year, which lags the Hong Kong market’s expected 8.6%. Net profit margins currently sit at 11.2%, down from last year’s 13%, and forecasts see earnings growth accelerating to 8.9% per year, though this is still behind the market’s anticipated 12.3%. For investors, the numbers show mixed momentum, but a favorable Price-to-Earnings ratio and a market price below...

CoStar Group (CSGP) posted a 13.3% annual revenue growth forecast, outpacing the US market’s projected 10.2% per year. Despite this strong outlook, EPS has declined by 11.6% per year over the past five years, and net profit margin has narrowed to just 0.7%, down sharply from 6.6% a year ago. Looking ahead, earnings are projected to rebound dramatically, with analysts expecting 112% annual growth over the next three years, well above the US market average of 15.6% per year. See our full...

Shanghai Fudan Microelectronics Group (SEHK:1385) posted average annual earnings growth of 10.4% over the past five years, but its net profit margin declined to 12.1% from 14.3% the previous year. With earnings forecast to accelerate at 32.6% per year and revenue expected to rise 10.8% annually, the company is set to outpace Hong Kong market averages of 12.3% and 8.6% respectively. However, recent negative earnings growth and compressed margins highlight the challenges ahead as investors...

Orion Group Holdings (ORN) has turned profitable in the most recent period, marking a shift from a challenging backdrop that included a negative 16.2% annual earnings growth rate over the last five years. While revenue is forecast to grow at 4.6% per year, trailing the US market’s expected 10.2% rate, the headline results this time around were boosted by a one-off $2.3 million gain, which adds some volatility to the reported earnings. See our full analysis for Orion Group Holdings. The next...

The Bidvest Group Limited's ( JSE:BVT ) price-to-earnings (or "P/E") ratio of 12.9x might make it look like a sell...

Key Insights Given the large stake in the stock by institutions, SiteMinder's stock price might be vulnerable to their...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Grange Resources recently reported a strong third quarter, with higher concentrate and pellet production, lower unit costs, and improved safety performance at its Savage River operations. Continued progress on key growth initiatives, including the North Pit Underground project and the Southdown magnetite project, signals a clear focus on operational expansion and future potential. We’ll consider how Grange Resources’ production gains and disciplined cost management inform its broader...

CECO Environmental (CECO) reported a net profit margin of 7.2%, a marked improvement over last year’s 2.2%, and posted an eye-catching 333.8% surge in earnings over the past year. The company’s five-year compound annual earnings growth sits at 43.7%. However, it is important to note that a significant one-off gain of $59.8 million inflated the latest results. Looking forward, analysts expect earnings to grow at 3.7% per year, trailing the broader US market’s average. Meanwhile, revenue...