NYSE:TDOC
NYSE:TDOCHealthcare Services

Teladoc Health (TDOC): Ongoing Losses Persist, Testing Value Narrative at 0.6x Price-to-Sales

Teladoc Health (TDOC) remains unprofitable, with forecasts indicating no expectation of profitability over the next three years. The company has narrowed its losses at a 12% annual rate over the past five years, while revenue is projected to increase by 2.3% per year. This revenue growth rate trails the US market average of 10.3%. Despite ongoing net losses and a stagnant profit margin, shares currently trade at a Price-to-Sales Ratio of 0.6x. This is well below both the US Healthcare...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC) Earnings Growth Accelerates, Reinforcing Bullish Consistency Narratives

Preformed Line Products (PLPC) delivered 13.1% earnings growth over the past year, outpacing its own five-year average growth rate of 5.3% per year. Forward-looking estimates suggest earnings are set to grow by 12.46% per year and revenue by 6.1% annually. However, both are expected to trail the wider US market’s growth. Despite a net profit margin that has dipped slightly to 5.6%, investors will note the company's price-to-earnings ratio of 28.9x, which is below electrical industry and peer...
BIT:AMP
BIT:AMPHealthcare

Amplifon (BIT:AMP) Margin Decline Challenges Bull Case Despite Revenue Growth Outlook

Amplifon (BIT:AMP) is expecting its earnings to grow at 15.3% per year, with revenue projected to increase 5.7% annually. This outpaces the broader Italian market's 5.2% forecast. However, the company's net profit margin stands at 5.2%, down from 7% last year, and it recorded negative earnings growth over the past year despite averaging 3.6% annual growth over the past five years. With shares trading at €14.72, below the estimated fair value, investors are watching closely as the company...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB) Losses Deepen, Undervalued Multiple Sharpens Focus on Path to Profitability

Blackbaud (BLKB) continues to operate at a loss, with net losses deepening at an annualized pace of 66.1% over the last five years. Revenue is forecast to grow by 3.9% per year, trailing the broader US market’s average of 10.3%. Despite these losses, market watchers are focused on Blackbaud’s projected shift to profitability within the next three years. Earnings are expected to climb at a rapid 50.95% annual rate over that period. The setup for investors is a combination of above-average...
NasdaqGS:VMEO
NasdaqGS:VMEOInteractive Media and Services

Should Vimeo’s (VMEO) AI-Powered Upgrade and Earnings Miss Shape Investors’ Long-Term Perspective?

Vimeo recently unveiled a major update to its video platform, introducing advanced AI-powered creative tools and collaborative features at its second annual REFRAME conference in New York, while also reporting third quarter earnings showing sales of US$105.76 million and a shift to a net loss. This combination of transformative platform enhancements and subdued financial performance highlights both the company's push for innovation and the operational pressures faced during this...
NYSE:ELS
NYSE:ELSResidential REITs

Equity LifeStyle Properties (ELS): Exploring Valuation as Dividend Is Declared and Earnings Show Continued Growth

Equity LifeStyle Properties (ELS) just declared a fourth quarter dividend of $0.515 per share. The announcement comes after steady growth in sales, revenue, and net income for the latest quarter. See our latest analysis for Equity LifeStyle Properties. Shares of Equity LifeStyle Properties have reflected a mix of steady operations and shifting market sentiment. Despite solid growth in recent earnings and management’s continued confidence, the 1-year total shareholder return sits at -10.56%,...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Profitability Path Challenges Market Growth Narratives

Advance Auto Parts (AAP) remains in the red, with losses deepening at an average rate of 64.1% per year over the past five years. Looking ahead, analysts project earnings growth of 20.37% annually, positioning AAP to shift into profitability within the next three years, which is a faster pace than the broader market's average. Revenue, on the other hand, is forecast to rise just 1.9% per year, lagging behind the US market’s 10.3% growth estimate. The balance for investors is a promising...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Impinj (PI) Priced for 113.9% Earnings Growth Despite Ongoing Losses and Share Price Volatility

Impinj (PI) remains unprofitable and has not reported a recent period of positive earnings, but over the last five years, the company has reduced its losses at an impressive 46.4% per year. Looking ahead, forecasts point to profitability within three years, with annual earnings expected to surge 113.9% and revenue projected to climb 19.8% per year. This is well above the estimated 10.3% growth rate for the US market. Investors will be keeping a close eye on whether rapid growth potential...
NYSE:VMC
NYSE:VMCBasic Materials

Vulcan Materials (VMC): Slower-Than-Average Earnings Growth Challenges Premium Valuation Narrative

Vulcan Materials (VMC) posted 3.8% earnings growth for the latest year, a figure that trails its robust five-year average of 11% per year. Net profit margins edged higher to 12.6%, a modest improvement over last year’s 12.2%. Looking ahead, analysts expect annual earnings growth of 11.08% and a 6.7% yearly increase in revenue, but these forecasts still lag behind broader US market expectations. With strong established growth and slightly improving margins, the spotlight is on Vulcan...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Insmed (INSM): Losses Widen 27%, High Revenue Growth Sets Stage for Profitability Debate

Insmed (INSM) remains unprofitable, with losses widening at an annualized rate of 27.2% over the past five years and no improvement in its net profit margin. Yet, the company is generating excitement for its future growth, with revenue forecast to surge 44.4% per year and earnings projected to grow 78.55% annually. This suggests that Insmed could turn profitable within the next three years, a milestone the market could interpret as a potential inflection point. See our full analysis for...
ENXTPA:VIV
ENXTPA:VIVEntertainment

Vivendi (ENXTPA:VIV) Valuation Update Following New Financial Results and Gameloft-Driven Growth

Vivendi (ENXTPA:VIV) released its latest unaudited financial results, highlighting a small dip in third quarter revenue, but a 5% rise for the first nine months, thanks largely to Gameloft’s improved numbers. See our latest analysis for Vivendi. Vivendi’s solid revenue growth from Gameloft has helped brighten its broader narrative, and investors seem to have noticed. Despite some recent softness, with a 4.57% drop in the past week, the stock’s total shareholder return of 43.61% over the past...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Margin Miss Challenges Optimistic Narratives After $106.8 Million One-Off Loss

Etsy (ETSY) reported a net profit margin of 6.4%, down from last year’s 9.2%, and disclosed that earnings have declined 9.1% per year over the past five years. The company was hit by a significant one-off loss of $106.8 million for the twelve months to September 30, 2025, but analysts are looking for a turnaround with profit growth forecast at 22.5% per year, which would outpace the projected 15.7% growth for the US market. While revenue is expected to grow more slowly than peers, Etsy’s...
NYSE:SYY
NYSE:SYYConsumer Retailing

Sysco (SYY): 5-Year Earnings Growth Undercut by Margin Decline, Challenging Profitability Story

Sysco (SYY) delivered striking results with earnings climbing at a 33% annual rate over the past five years, marking a transition to sustained profitability. Current net profit margins, however, have slipped to 2.2% from last year’s 2.4%. Future revenue is projected to grow at 4.1% per year, trailing the broader US market’s 10.3% pace. Despite the softer growth expectations, the company’s price-to-earnings ratio remains favorable compared to its industry and peer group. The attractive...
NYSE:HAYW
NYSE:HAYWBuilding

Hayward Holdings (HAYW) Margin Expansion Surpasses Expectations, Reinforcing Bullish Community Narratives

Hayward Holdings (HAYW) posted a net profit margin of 12.5%, up from 9.5% last year, and delivered earnings growth of 45.3% over the past year, well above its five-year average of 14.4% per year. Analysts expect earnings to grow at 11.9% annually moving forward, a pace that trails the broader US market forecast of 15.7%. Revenue growth is also projected to lag behind at 6.1% per year compared to the market's 10.3%. With high quality earnings and consistent profit expansion, but a slower...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC): Five-Year Losses Challenge Bullish Forecasts of 54.56% Annual Earnings Growth

FMC (FMC) remains unprofitable, with losses increasing by 3.7% per year on average over the past five years. Revenue is forecast to grow at 8% annually, which trails the broader US market’s 10.3% expectation. The company trades at a price-to-sales ratio of 0.5x, which is well below the industry average of 1.2x and its estimated fair value. Looking ahead, the real story for investors is whether the projected 54.56% annual earnings growth and discounted valuation can outweigh concerns around...
NYSE:BLDR
NYSE:BLDRBuilding

Builders FirstSource (BLDR): Margin Decline Challenges Bullish Growth Narrative Despite Attractive Valuation

Builders FirstSource (BLDR) reported a net profit margin of 4.7%, down from 8.2% last year, reflecting negative earnings growth over the last twelve months. That said, the company’s earnings have grown by 3.7% per year on average over the past five years. Looking ahead, earnings are forecast to accelerate at a 23.7% annual pace, outpacing the broader US market. Although the company’s revenues are expected to rise only 3.1% per year, which trails the anticipated 10.3% market growth, its...
ENXTPA:FRVIA
ENXTPA:FRVIAAuto Components

What Does Forvia's (ENXTPA:FRVIA) Steadfast Outlook Reveal About Management's Confidence Amid Softer Sales?

Forvia SE recently reported unaudited group sales for the third quarter and first nine months of 2025, showing sales of €6.12 billion and €19.60 billion, respectively, down from the same periods last year, and confirmed its full-year sales guidance of €26.3–27.5 billion at constant exchange rates. While recent sales declined, Forvia’s reaffirmation of its annual earnings outlook indicates management’s continued confidence in achieving its financial objectives despite recent headwinds. With...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY): Valuation Discount Draws Focus as Profitability Forecast Exceeds Market Growth Expectations

Udemy (UDMY) reported revenue growth of 4.5% per year, which trails the broader US market's expected 10.3% pace. While the company remains unprofitable, it has steadily reduced its losses by 5.9% annually over the past five years. Analysts expect EPS growth of 49.21% per year, with profitability projected within the next three years. Shares are trading at $5.63, well below the fair value estimate of $13.57. Investors are closely watching the attractive Price-To-Sales ratio of 1.1x as the...
ASX:WOW
ASX:WOWConsumer Retailing

Will Woolworths (ASX:WOW) Prioritize E-Commerce Over Core Categories Amid Performance Hurdles?

Woolworths Group Limited recently reported total group sales of A$18.48 billion for the first quarter of FY26, up 2.7% year-on-year, with e-commerce and B2B segments contributing most of the growth. Despite higher sales, CEO Amanda Bardwell noted performance was below the company's expectations due to weaker results in pet and baby products and a large decline in tobacco sales, even as e-commerce sales improved. We’ll now examine how management’s cautious tone and focus on category...
SEHK:811
SEHK:811Media

Xinhua Winshare (SEHK:811) Margin Milestone Reinforces Undervalued Earnings Narrative

Xinhua Winshare Publishing and Media (SEHK:811) delivered earnings growth of 10% over the past year, outpacing its five-year average of 6.8% per year. Net profit margin improved to 14%, up from 12.5% in the previous year, reflecting a clear boost in profitability. With earnings forecast to grow 7.17% per year and revenue at 3.4% per year, both slower than the broader Hong Kong market, investors are focused on how the company's undervalued share price and strong margins shape its investment...