TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS): Profit Margin Surges to 6.3%, Challenging Skeptics on Quality of Growth

Celestica (TSX:CLS) continued its impressive trajectory with revenue and net profit surging ahead of Canadian market averages. Over the past twelve months, earnings jumped by 97.1% while net profit margins rose to 6.3% from last year’s 3.9%, highlighting stronger profitability. With forecasted annual earnings growth of 16.78% and revenue growth of 16.6%, investors are watching closely as momentum shows no sign of slowing. See our full analysis for Celestica. Next, we will compare these...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

FirstSun Capital Bancorp (FSUN): Margin Moderation Tempers Bullish Narratives Despite Deep Value

FirstSun Capital Bancorp (FSUN) reported a net profit margin of 23.3% for the latest period, slightly down from last year’s 23.9%, alongside annual earnings growth of 7.4%. Over the past five years, FSUN has grown earnings at 17.6% per year, with forecasts pointing to ongoing annual earnings growth of 7.7% and revenue growth of 10.1%. With a Price-to-Earnings ratio of 10.4x, trading below both peer and industry averages, FSUN’s strong earnings quality and relative value stand out. Investors...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation (FTAI) One-Off $262M Loss Weighs on Profit, Testing Bullish Growth Narratives

FTAI Aviation (FTAI) posted a 23.2% annual earnings growth forecast, eclipsing the US market’s 15.6% growth rate. Revenue is expected to expand at 13.3% per year, ahead of the market’s 10.1%. The company recently tipped into profitability and has managed to expand its net profit margin, but its latest financials were weighed down by a one-off $262 million loss. Over the past five years, annual earnings growth averaged a robust 53.7%, setting a strong backdrop for the future outlook. See our...
NYSE:UHS
NYSE:UHSHealthcare

Universal Health Services (UHS) Profit Margin Improvement Reinforces Value Narrative Despite Growth Forecasts Lagging US Market

Universal Health Services (NYSE:UHS) delivered a standout year, with earnings climbing 34% over the past twelve months, well above its five-year average growth rate of 4.8% per year. Net profit margin improved to 8.1% from last year’s 6.7%, underscoring increasing profitability. While forecasts point to continued earnings and revenue growth ahead, both are expected to trail the broader US market. This keeps the stock’s position as a value play in the sector front of mind for investors. See...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Assessing Ionis Pharmaceuticals After Positive Clinical Trial News and a 112% Rally in 2025

If you’re standing at the crossroads of whether to jump into Ionis Pharmaceuticals stock, you’re not alone. Investors are weighing their options after a period of impressive gains, with Ionis closing at $73.57 and returning 14.8% over the past 30 days alone. Even more eye-catching is that the stock is up a remarkable 112.1% year to date and 85.3% over the last 12 months. Clearly, something has changed in how the market values Ionis. This could be due to a shift in sentiment, a new risk...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG): Net Margin Drops to 3.1%, Challenging Bullish Profit Narratives

Everest Group (EG) saw its net profit margin fall to 3.1%, a steep drop from last year’s 16.7%. Shares now trade at $304.91, well below the estimated fair value of $1,405.68. Looking ahead, revenue is forecast to decline slightly at a -0.1% annual rate over the next three years. However, analysts expect a sharp recovery in earnings, projecting annual EPS growth of 52% and robust profit increases through to 2027. Investors face the challenge of weighing short-term margin pressures against...
NYSE:WELL
NYSE:WELLHealth Care REITs

Welltower (WELL): Profit Margin Miss Challenges Bullish Growth Narrative

Welltower (WELL) posted earnings growth of 4.9% this year, which falls below its solid 9.4% annualized pace over the past five years. Net profit margins slipped to 9.7% from 12.1% a year ago, and shares are currently trading at $179.7, notably above the estimated fair value of $170.23. Despite this, forecasts call for annual earnings growth of 24.4% and revenue to climb 14.5% per year, both comfortably ahead of the broader US market. However, questions remain about elevated valuation...
NYSE:HIG
NYSE:HIGInsurance

The Hartford (HIG) Earnings Beat: Profit Margin Expansion Reinforces Bullish Narrative

Hartford Insurance Group (HIG) delivered EPS growth of 17.6% in the most recent year, outpacing its impressive 12.9% per year average over the past five years. Net profit margin strengthened from 11.5% to 12.7%, while the company’s stock is trading well below its estimated fair value and sports a price-to-earnings ratio of 9.7x, lower than both its industry and peer averages. With no material risks flagged and continued momentum in profit and margin, Hartford’s results catch attention for all...
NYSE:PRI
NYSE:PRIInsurance

Does Primerica’s Five-Year 147% Surge Signal Room for Growth Despite Recent Slide?

Deciding what to do with Primerica stock right now might feel like staring at a puzzle with a few missing pieces. Over the past year, shares have slid by 4.1%, and they’re down 5.5% over the past month. Yet, if you zoom out, the long-term picture tells a very different story. Primerica is up a staggering 147.7% over the past five years. Recent news has drawn attention to how changes in the industry and consumer behaviors are affecting the dynamics for insurers, and that has rippled through...
NYSE:CR
NYSE:CRMachinery

Crane (CR) Earnings Jump 43%—Margin Gains Reinforce Bull Case Despite Valuation Concerns

Crane (CR) delivered earnings growth of 43.1% over the past year, a significant acceleration compared to its 5-year average growth rate of 3.3% per year. The company’s net profit margin climbed to 14.1%, up from last year’s 11.5%, and earnings quality was described as high. While profits and revenues are expected to continue growing, both are forecast to lag the broader US market, and shares now trade at a rich 34.4x price-to-earnings multiple, above typical industry and peer averages. With...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Arch Capital Group (ACGL): Net Profit Margin Decline Challenges Bullish Valuation Narrative

Arch Capital Group (ACGL) has posted a five-year earnings growth rate of 26.6% per year, with recent net profit margins at 20.8%, down from last year's 33.6%. Looking ahead, the company faces a projected -1.4% annual decline in earnings and just 0.08% revenue growth per year, well below the broader US market's 10.1% expectation. Despite softer growth, the stock's 7.6x Price-To-Earnings Ratio and recent price of $84.72 stand out against both peer and industry averages, offering investors an...
NasdaqGS:CFLT
NasdaqGS:CFLTSoftware

Confluent (CFLT): Revenue Growth Forecast at 14.1% Sets High Bar for Profitability Ahead of Earnings

Confluent (CFLT) is forecasting revenue growth of 14.1% per year, outpacing the broader US market’s 10.1% annual growth expectation. Despite strong top-line momentum, the company remains unprofitable and has reported annual losses worsening at a rate of 2.6% over the past five years. While Confluent’s Price-to-Sales ratio of 7.5x is lower than its peers' 10.4x average and the stock currently trades at $23.75, well below an estimated fair value of $32.66, investors are left weighing ongoing...