NYSE:NOW
NYSE:NOWSoftware

ServiceNow (NOW): Margin Expansion Reinforces Bullish Growth Narrative Despite Premium Valuation

ServiceNow (NOW) reported earnings growth of 41.8% per year over the past five years. Revenue is projected to climb at 15.4% annually, which is notably ahead of the broader US market's 10.3% growth rate. Profitability is also expected to accelerate at 22.1% per year. Recent net profit margins are 13.7%, compared to 12.8% a year ago, signaling improved operational efficiency. Investors are weighing strong earnings and revenue momentum against the company’s premium price-to-earnings ratio of...
NYSE:EXR
NYSE:EXRSpecialized REITs

Extra Space Storage (EXR) Margin Expansion Reinforces Bullish Narratives Despite Premium Valuation

Extra Space Storage (EXR) delivered a strong set of results, with earnings growing at an annual rate of 8.9% over the last five years and a standout 17.4% earnings growth in the latest period. Net profit margins expanded to 27.7%, up from 24.4% a year prior, giving the company a clear edge in operational efficiency. As revenue and earnings growth forecasts are set to trail the broader US market, the company’s ability to improve margins and sustain profit growth has become a focal point for...
NYSE:AR
NYSE:AROil and Gas

Antero Resources (AR): Profitability Achieved, Quality Earnings Reinforce Bullish Narrative

Antero Resources (AR) has posted an average earnings growth of 36.9% per year over the past five years, recently achieving profitability and improving its net profit margin. Looking forward, earnings are forecast to grow at 10.6% per year, a more moderate pace than the broader US market’s expected 15.7%. Revenue is projected to rise at 4.2% per year, also trailing the market’s 10.3% rate. With no notable risk flags identified, investors are likely to focus on the company’s established...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Allegro MicroSystems (ALGM): 16.4% Annual Revenue Growth Reinforces Bullish Narratives Despite Ongoing Losses

Allegro MicroSystems (ALGM) is forecasting revenue growth of 16.43% per year, significantly outpacing the US market’s projected 10.3% annual growth. While this robust growth outlook is a bright spot, investors should note that the company remains unprofitable and losses have increased at a 9.2% annual rate over the past five years, with net profit margin still in the red. The numbers point to strong top-line momentum but persistent bottom-line challenges for shareholders. See our full...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy (WEC) Earnings Climb 21.6%, Testing Dividend and Margin Sustainability Narratives

WEC Energy Group (WEC) posted a 21.6% jump in earnings over the past year, comfortably outpacing its 5-year average annual growth rate of 4.7%. The company’s net profit margin climbed to 17.9% from 15.9% last year, and its shares are currently trading above the estimated fair value at $112.60. Investors are now weighing the company’s premium Price-to-Earnings Ratio of 21.8x, as well as the forecasts for slower earnings and revenue growth compared to the broader market, with a focus on the...
NYSE:CVI
NYSE:CVIOil and Gas

CVR Energy (CVI) Profit Margin Jump Challenges Bearish Narratives on Financial Resilience

CVR Energy (CVI) posted a major earnings turnaround, with net profit margins rising to 2.3% from just 0.9% a year ago. Earnings growth over the past year surged an impressive 140.6%, far outpacing its own five-year average growth rate of 18.4%. With the share price at $37.10, well below the estimated fair value of $90.55, investors are likely taking note of the company’s strong margin improvement and potential undervaluation on the back of these results. See our full analysis for CVR...
NYSE:UTZ
NYSE:UTZFood

Utz (UTZ) Profit Margin Beats, Challenging Bearish Narratives on Earnings Growth

Utz Brands (UTZ) reported net profit margins of 1.3%, well above last year's 0.3%, and earnings growth of 371.9% over the past year compared to a five-year average of 61% per year. Despite trading below some analyst valuations at $10.44 per share, the stock commands a price-to-earnings ratio of 49.5x, significantly higher than industry and peer averages. As investors consider a solid stretch of profit growth and recent profitability, they will be weighing these achievements against the...
NYSE:TEL
NYSE:TELElectronic

TE Connectivity (TEL) Net Profit Margin Decline Challenges Bull Case on Premium Valuation

TE Connectivity (TEL) posted a net profit margin of 10.7%, down from 20.2% the previous year, signaling a noticeable decline in profitability. While the company’s earnings are forecast to grow at 15.59% per year and revenue is expected to rise 7.5% annually, both growth rates come in just below broader US market forecasts. Despite profit margins facing pressure, the company’s consistent annualized earnings growth of 13.3% over the past five years demonstrates resilient performance, even as...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF): Low Valuation Reinforces Bull Case as Earnings Forecast to Surge 71.6% Per Year

PBF Energy (PBF) is still unprofitable, but earnings are forecast to climb 71.63% per year. Analysts expect the company to reach profitability within three years. Revenue is projected to grow at 6.4% annually, which is slower than the broader US market's expected 10.3% pace. Losses have narrowed by 12.7% per year over the last five years. Investors will likely focus on the mix of robust projected earnings growth and an attractively low Price-to-Sales ratio compared to industry peers. See our...
NasdaqGM:CLMB
NasdaqGM:CLMBElectronic

Climb Global Solutions (CLMB) Profit Growth Tops 5-Year Trend, Margin Decline Raises Debate

Climb Global Solutions (CLMB) delivered earnings growth of 27.1% over the past year, edging out its own strong five-year average of 26.4% annually. Despite a dip in net profit margin to 3.4% from 4% last year, the company’s earnings are projected to continue rising at 22.9% per year for the next three years, which is well ahead of the US market’s expected pace of 15.7%. Investors will have to weigh CLMB’s steady profit climb against a slower 1.7% annual revenue growth forecast and a...
NasdaqGS:FFIC
NasdaqGS:FFICBanks

Flushing Financial (FFIC): Five-Year Earnings Decline Challenges Bullish Growth Narrative

Flushing Financial (FFIC) posted another unprofitable year, with earnings declining at a steep rate of 36.8% per year over the past five years. Looking forward, forecasts project that FFIC will turn profitable within three years, supported by an anticipated 28.17% annual growth in earnings and 5.7% annual revenue growth. Margins remain unfavorable for now, and investors are weighing future growth potential against the company’s ongoing losses and muted revenue trends. See our full analysis...
NYSE:IP
NYSE:IPPackaging

International Paper (IP): Five Years of Losses Challenge Forecasts for Profit Turnaround

International Paper (IP) remains in the red, with net losses having worsened at an annual rate of 10.5% over the last five years and profit margins showing little sign of improvement. Despite a sluggish past, the market is turning its attention to forecasts that see earnings rebounding by 19.92% per year and the company potentially returning to profitability within three years. With a Price-To-Sales Ratio of 0.9x, below peers and in line with the US Packaging industry, the current share price...
NasdaqGS:HWBK
NasdaqGS:HWBKBanks

Hawthorn Bank (HWBK) Margin Surge Reinforces Bullish Profitability Narratives

Hawthorn Bancshares (HWBK) reported net profit margins of 27.5%, a sharp improvement compared to 7.5% a year ago. EPS surged 389.3% over the past twelve months. This turnaround stands in contrast to the company’s five-year average, which saw earnings decline by 11% per year. Shares trade at a Price-to-Earnings Ratio of 10.2x, lower than both peer and industry averages. This signals an attractive valuation relative to US bank stocks. The company’s management is also recognized for delivering...
NYSE:SMHI
NYSE:SMHIEnergy Services

SEACOR Marine Holdings (SMHI) Losses Worsen, Undermining Hopes for Profitability Turnaround

SEACOR Marine Holdings (SMHI) is currently unprofitable, with losses increasing over the past five years at a compound annual rate of 3.6%. Over the last year, the company’s profitability has not improved, and investors should note there is no concrete evidence of high-quality past earnings in the current results. With no reward factors identified in the latest data, the continued trend of mounting losses and lack of growth momentum highlights why risks remain at the forefront for anyone...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes (INVH): One-Off Gain Drives Earnings Beat, Raises Questions on Quality of Growth

Invitation Homes (INVH) delivered earnings growth of 14.3% over the past year, which is lower than its 5-year annual average of 20.7%. Net profit margins improved to 20.6% from 18.9% a year ago, supported by a one-time gain of $211.1 million in the twelve months to September 2025. Revenue and earnings are both projected to grow more slowly than the broader U.S. market, with forecasts of 4.5% and 2.3% per year respectively. This places focus on how the company manages consistent profit...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex (CGNX) Profit Turnaround Reinforces Bullish Narratives Despite Premium Valuation

Cognex (CGNX) reversed its profit trajectory this year, with EPS up 23.8% after a prior five-year stretch of 20.4% annual declines. Net profit margin rose to 11.3%, marking notable improvement from 10.1% last year, while earnings outlook calls for a robust 23.7% annual growth, well ahead of the US market’s pace. Despite this, projected revenue growth of 8.3% is set to lag the national average, and shares, trading at $41.31, currently sit just below their estimated fair value of $42.15. See...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing (BA): Revenue Growth Forecast Outpaces Sector, Reinforcing Bullish Valuation Narratives

Boeing (BA) is forecasting revenue growth of 10.9% per year, which is ahead of the broader US market's anticipated 10.3% annual increase. While the company remains unprofitable and has reported rising losses at a rate of 2.3% annually over the past five years, earnings are projected to rebound with 79.5% annual growth. Analysts expect a return to profitability within the next three years. The combination of expected profit and revenue growth, undervaluation compared to sector benchmarks, and...
NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Navient (NAVI): Losses Deepen 38.8% Annually, Raising Doubts About Turnaround Narratives

Navient (NAVI) remains unprofitable, with net losses increasing by 38.8% per year over the past five years and no improvement in profit margin in the last twelve months. Shares recently traded at $11.99, which is above the estimated fair value of $10.87 and reflects a higher Price-To-Sales ratio than the consumer finance industry average. Investors are looking to the forecasted annual earnings growth of 197.63% and a possible return to profitability within three years, along with revenue...
NYSE:PFS
NYSE:PFSBanks

Provident Financial Services (PFS): Earnings Surge 202% Reinforces Bull Case on Value and Profit Quality

Provident Financial Services (PFS) has delivered a remarkable 202.1% jump in earnings over the past year, far outpacing its 5-year average growth rate of 1.7% per year. Net profit margins have expanded to 28%, up from 17.9% a year ago, underscoring a significant boost in profitability and overall earnings momentum. With the share price at $18.49, trading below fair value estimates and industry price-to-earnings multiples, as well as an attractive dividend on offer, investors are taking note...
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...
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...
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...
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...
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...