NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS): Losses Deepen at 14.6% Annual Rate as Bulls Bank on Turnaround Narrative

Glaukos (GKOS) remains unprofitable as losses have increased at a rate of 14.6% per year for the past five years, and the company’s net profit margin has shown no sign of improvement. Despite this trend, earnings are forecast to grow 103.58% per year and Glaukos is expected to become profitable within the next three years. Revenue is projected to climb at 20.5% per year, which is well above the US market average of 10.3% per year. The key debate for investors revolves around these strong...
OM:SHB A
OM:SHB ABanks

Svenska Handelsbanken (OM:SHB A): Assessing Valuation After Softer Q3 Earnings and Net Income Decline

Svenska Handelsbanken (OM:SHB A) released third-quarter earnings with declines in both net interest income and net income compared to the previous year. This is drawing close investor attention as the market reacts to the latest financial update. See our latest analysis for Svenska Handelsbanken. Despite softer earnings, Svenska Handelsbanken’s share price has held up well, rising 2.04% over the past month and 7.58% year to date. Its long-term story remains impressive, with a standout 27.2%...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Omnicell (OMCL): Return to Profitability Reinforces Bullish Narrative as Margins and Earnings Forecasts Improve

Omnicell (OMCL) has turned profitable over the past year after a period of declining earnings. Profits are forecast to rise roughly 63.9% annually and revenue is expected to grow by 3.9% per year. Its net profit margins have improved and earnings quality is described as high. The current share price of $33.60 sits below an independent fair value estimate of $41.26, hinting at undervaluation despite a lofty 66.8x P/E ratio versus peers. With the balance of risks tilted towards rewards and...
ASX:MPL
ASX:MPLInsurance

Medibank Private (ASX:MPL): Assessing Valuation After New Strategy Targets Growth in Health and Digital Wellbeing

Medibank Private (ASX:MPL) has unveiled a new strategy focused on expanding its role in health and wellbeing. The company is targeting higher earnings from its health segment and aims to capture a larger share of the policyholder market by 2030. See our latest analysis for Medibank Private. Medibank Private’s focus on digital health and preventative care has come alongside strong stock performance, with a 28.2% share price return year-to-date and an impressive 40.7% total shareholder return...
NYSE:OGE
NYSE:OGEElectric Utilities

OGE Energy (OGE): Earnings Growth Outpaces 5-Year Trend, Reinforcing Bullish Margin Narratives

OGE Energy (OGE) reported earnings growth of 29.8% over the past year, marking a sharp acceleration compared to its five-year average growth rate of 7.1%. Net profit margin improved to 15.3% from last year’s 13.9%, while the stock currently trades at $44.46, above its estimated fair value of $39.11. Investors are weighing the company’s consistent profit growth and valuation against signs of slower future expansion and minor risks to its financial position. The latest margin gains are a...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold (TSX:AGI) Margin Surge Reinforces Bullish Narratives Despite One-Off Gain

Alamos Gold (TSX:AGI) posted strong momentum in its latest financial year, with earnings up 120.9% over the prior year. This reflects a distinct acceleration from its five-year average growth rate of 41.6% per year. Margins also saw substantial improvement, moving from 19.9% last year to 33.5%. The full-year results were notably affected by a one-off gain of $244.7 million. With earnings forecast to grow 26% and revenue projected to expand at 19.4% per year, investors are now weighing these...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thryv (THRY) Losses Widen 64.5% Per Year, Reinforcing Bearish Profitability Narratives

Thryv Holdings (THRY) remains in the red, with losses escalating at an average annual rate of 64.5% over the past five years. The company’s net profit margin shows no signs of recovery, and this sustained unprofitability continues to cast a shadow over its latest earnings picture. While shares sit at $8.17, well below an estimated fair value of $19.68, the main silver lining is Thryv’s relatively low valuation compared to peers. This offers an intriguing setup for value-driven investors, set...
TSX:SES
TSX:SESOil and Gas

SECURE Waste Infrastructure (TSX:SES) Margin Decline Challenges Bullish Growth Narrative

SECURE Waste Infrastructure (TSX:SES) reported a 5.2% forecasted revenue growth rate, surpassing the Canadian market's 5% average. EPS is expected to rise by 14.5% annually compared to the market's 11.7%. Despite high-quality earnings and a robust five-year annual earnings growth of 62.4%, SES's net profit margin dropped to 1.9% from last year's 5.6%. With the stock trading at CA$17.57, well below its estimated fair value, investors are likely eyeing its attractive growth outlook and relative...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Turns Profitable, Challenging Valuation Concerns in Light of High P/E Ratio

Rush Street Interactive (RSI) has posted a notable turnaround over the past year, swinging to profitability with net profit margins turning positive and annual earnings climbing at a pace of 15.2% per year over the last five years. Looking ahead, current forecasts call for earnings to grow by 5.3% per year, which is below the broader US market's 15.7% pace. Revenue growth is expected to reach 14.3% annually compared to 10.3% for the market. Against this earnings momentum, investors are...