NasdaqCM:ISBA
NasdaqCM:ISBABanks

Isabella Bank (ISBA) Earnings Growth Surges, Reinforcing Value Narrative With 23.8% Net Margin

Isabella Bank (ISBA) turned in a strong set of earnings, with net profit margin climbing to 23.8% from last year’s 20.5%. Bottom-line growth accelerated sharply as EPS jumped 33% year-over-year, far outpacing the company’s five-year average growth of 2.4% per year. With minimal insider selling, quality earnings, an attractive dividend, and shares priced at $35.39, well below the estimated fair value of $43.18, investors are set to focus on ISBA’s value and income attributes this earnings...
NYSE:NOV
NYSE:NOVEnergy Services

NOV (NOV) Margin Miss Reinforces Investor Concerns on Profitability and Dividend Sustainability

NOV (NOV) posted net profit margins of 4.4%, down from last year’s 12%. Earnings have surged by an impressive 73% per year over the past five years, and NOV has now achieved consistent profitability. While revenue is forecast to grow at a modest 1.2% annually, annual earnings are projected to increase by 9.6%. Investors are weighing the softer margins and dividend sustainability against NOV’s solid history of earnings growth and attractive valuation. See our full analysis for NOV. Next, we...
NYSE:DQ
NYSE:DQSemiconductor

Daqo New Energy (NYSE:DQ) Faces Steep Losses as Forecasts Point to 33.9% Annual Revenue Growth

Daqo New Energy (NYSE:DQ) remains unprofitable, with losses having increased by 29.6% per year over the past five years and no meaningful improvement in profit margin. Despite these continued losses, revenue is forecast to grow at a robust 33.9% annually, far outpacing the broader US market's 10.1% yearly expectation. Earnings are expected to rise by a staggering 109.84% per year. Investors are likely to focus on these rapid growth forecasts as they weigh the company’s ongoing lack of...
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...