OTCPK:BFCC
OTCPK:BFCCBanks

BankFirst Capital (BFCC): Margin Improvement Reinforces Profitability Narrative During Recent Earnings

BankFirst Capital (BFCC) posted earnings growth of 3.6% over the past year, a moderation from its robust 14.6% annualized rate over the last five years. Net profit margin rose slightly to 23.9%, up from 23.5%. This signals continued operational strength even amid slower growth. Stable profitability and above-average margins give investors reasons for confidence heading into the latest reporting period. See our full analysis for BankFirst Capital. Next, we will see how these results stack up...
NYSE:ROG
NYSE:ROGElectronic

Rogers (ROG): Projected 161% Annual Earnings Growth Sets Focus on Profit Outlook

Rogers (ROG) remains unprofitable, with losses deepening at a rate of 24% per year over the past five years. Revenue is forecast to grow by 6.4% annually, which is slower than the US market’s projected 10.3% pace. However, the standout is a forecasted 161.37% annual jump in earnings, which could put the company on a path to profitability within three years. With shares trading at $88.27, investors are focused on the potential for above-average profit growth in the near future, even as the...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris (LHX) Margin Growth Outpaces Loss Trend, Boosting Case for Undervalued Shares

L3Harris Technologies (LHX) reported net profit margins of 7.9%, up from 5.7% a year ago, with earnings growing 42.6% over the last twelve months. This reverses a past five-year annual profit decline of 2.2%. Looking ahead, revenue is forecast to grow at 5.4% per year while EPS is expected to rise 14.6% per year, both trailing behind broader US market averages. Investors are likely to take note of the improving profitability and below-peer valuation, even as revenue growth remains modest and...
TSE:6807
TSE:6807Electronic

Japan Aviation Electronics Industry (TSE:6807) Margin Decline Challenges Optimism on Growth-Led Recovery

Japan Aviation Electronics Industry (TSE:6807) posted net profit margins of 4.3% for the current period, down from 5.6% last year. The stock trades at ¥2,307, notably below its estimated fair value of ¥3,363.81. Annual earnings have grown 5.2% over the past five years and are forecast to accelerate at a 12.8% pace, outpacing the wider Japanese market's 7.9% growth projection. With attractive valuation metrics, ongoing profit growth, and a positive reward profile including dividends and...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Radware (RDWR) Profitability Boost Driven by $5.6M One-Off Gain Challenges Market Narrative

Radware (RDWR) returned to profitability over the past year, but the company’s recent twelve-month results were notably influenced by a one-off gain of $5.6 million. Despite the headline profit, RDWR’s earnings have declined at a rate of 20.6% per year over the past five years, highlighting a longer-term downtrend that investors may find concerning. While this shift to profitability signals potential, the underlying trends raise important questions around the quality and sustainability of the...
NYSE:BNL
NYSE:BNLREITs

Broadstone Net Lease (BNL) Profit Margin Drops to 22.1%, Raising Questions on Earnings Quality

Broadstone Net Lease (BNL) posted a net profit margin of 22.1% for the twelve months ending September 30, 2025, down from last year’s 36.6%, after absorbing a one-off loss of $42.2 million. Earnings have grown at an average annual rate of 16.3% over the past five years, but recent results show negative growth that does not match up with that longer-term trend. Looking ahead, earnings are projected to rise 8.93% annually, and revenue growth is expected at 4.4% per year. Both figures trail the...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Garmin (GRMN) Margin Decline Challenges Bullish Sentiment on Quality and Premium Valuation

Garmin (GRMN) reported profit margins of 22.6%, down from 25.5% last year, and earnings have grown by 9.4% per year over the last five years. This year’s earnings growth slowed to 3.6%, trailing its own five-year trend and the expectations set for the broader US market, with both earnings and revenue forecast to rise at 6.4% and 7.1% annually. Investors are now weighing Garmin’s consistent track record and ongoing dividend appeal against the reality of compressed margins and a premium...
NYSE:IEX
NYSE:IEXMachinery

IDEX (IEX) Margin Decline Challenges Quality Growth Narrative Despite Forecast 13.2% Earnings Increase

IDEX (IEX) posted earnings that are expected to grow 13.2% annually, with revenue forecast to rise 6% per year going forward. While net profit margins stand at 14%, down from 15.3% the previous year, the company has averaged 5.1% annual earnings growth over the last five years but reported negative earnings growth in the most recent period. With no major risks currently signaled and a reputation for attractive dividend attributes, investors are now weighing past quality against recent margin...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Bel Fuse (BELFA) Earnings Growth Slows, Underscoring Shift Toward Value Narrative

Bel Fuse (BELFA) reported a 19% increase in earnings over the past year, trailing its five-year average annual growth rate of 24%. Net profit margins came in at 10%, slightly lower than last year’s 10.4%, while future earnings and revenue are forecast to grow more slowly than the broader US market. With this steady expansion but moderating pace, investors are weighing the historic growth against more tempered future expectations. See our full analysis for Bel Fuse. Next, we will see how this...
TSX:FSV
TSX:FSVReal Estate

FirstService (TSX:FSV) Valuation in Focus After Q3 Earnings Dip and Muted Q4 Guidance

FirstService (TSX:FSV) just released its third quarter earnings, showing a small bump in revenue but a dip in net income. Alongside the results, management signaled that Q4 revenue should remain steady compared to last year. See our latest analysis for FirstService. After a relatively quiet few months on the news front, FirstService’s shares have been under pressure, dropping 17.6% over the past month and ending down 19% in the last quarter. Even so, the longer-term picture is more positive,...
TSX:VBNK
TSX:VBNKBanks

3 TSX Stocks That May Be Trading Below Their Estimated Value In October 2025

As the bull market in Canada marks its third anniversary, with the TSX having gained 67% since October 2022, investors are keenly observing how cooler inflation and potential interest rate cuts might influence future growth. Amidst trade tensions and valuation concerns, identifying stocks that may be trading below their estimated value becomes crucial for those looking to capitalize on opportunities within this evolving economic landscape.
NYSE:ZTO
NYSE:ZTOLogistics

Is There Now an Opportunity in ZTO Express After China E-Commerce Regulatory Headlines?

Wondering what ZTO Express (Cayman) stock is actually worth, whether you already hold shares or are thinking of jumping in? Let’s break down the factors that could unlock real value here. The shares have slid 2.1% in the last week and are down 16.1% over the past year. Over the last three years, they have actually delivered a solid 15.3% return for investors. Recent headlines have centered on China’s e-commerce shipping growth and regulatory environment. This has added both optimism and...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Distribution Solutions Group (DSGR) Returns to Profitability, Challenging Concerns Over Earnings Quality

Distribution Solutions Group (DSGR) has shifted into profitability over the past year and now stands out for its forecasted 27.6% annual earnings growth, well ahead of the overall US market. Analysts expect this earnings strength to continue at an annual rate above 20% for at least the next three years. However, revenue growth of 4.1% per year is seen as lagging broader market trends. Investors are likely to weigh these gains in profitability and future growth projections against the...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR) Earnings Jump 64.8%, Reinforcing Bullish Profitability Narratives Despite Long-Term Decline

Evercore (EVR) reported a robust set of headline figures, with earnings surging 64.8% over the past year and net profit margins climbing to 14.9%, up from 11.5% a year ago. Though the share price sits at $291.66, well above a discounted cash flow fair value of $228.54 and exceeding the peer average price-to-earnings ratio, investors will have to weigh these strong short-term results against the fact that earnings have declined by an average rate of 6.7% per year over the past five years. With...
NYSE:GHC
NYSE:GHCConsumer Services

Graham Holdings (GHC) Net Margin Surges, Reinforcing Value Narrative Despite Market Skepticism

Graham Holdings (GHC) delivered a current net profit margin of 14.8%, a notable step up from 4.8% in the prior period, highlighting improved profitability. Annual earnings growth surged 219.7% in the latest year, easily surpassing the five-year average earnings growth of 13.4%. The setup for investors is compelling: a price-to-earnings ratio of 6.2x sits well below industry and peer group averages, and the shares currently trade at $1,042.66, significantly under the estimated fair value of...