NYSE:DY
NYSE:DYConstruction

Is Now the Right Time to Reassess Dycom After Big Infrastructure Contract Win and 63% Rally?

Wondering if Dycom Industries is trading at a bargain or if the market has already caught on? You’re not alone, and today we’ll dig into what the numbers are really saying. The stock has posted a substantial 62.9% gain so far this year and is up 64.3% over the past 12 months, but dipped slightly by -1.4% in the last week. Lately, shares have reacted to news around major contract wins. Dycom recently secured significant infrastructure work as the US ramps up broadband and 5G investment...
NYSE:GETY
NYSE:GETYInteractive Media and Services

Assessing Getty Images (GETY) Valuation After Strategic Deals With Perplexity and Webflow Integration

Getty Images Holdings (NYSE:GETY) has launched two major initiatives this week, teaming up with Perplexity on a global licensing agreement and rolling out new Getty Images and iStock apps in the Webflow Marketplace. Both moves aim to broaden access to licensed images as demand rises from AI and digital content creators. See our latest analysis for Getty Images Holdings. Despite a rough patch with a year-to-date share price return of -10.9% and one-year total shareholder return dropping over...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK): Earnings Decline and Margin Compression Challenge Bullish Growth Narratives

Patrick Industries (PATK) booked a 5.2% annual decline in earnings over the past five years, while its net profit margin slipped to 3.1% from last year’s 4.2%. The company now trades at a Price-To-Earnings ratio of 28.8x, which is well above the US Auto Components industry average of 18.1x and its peer group at 17.9x. Looking ahead, analysts expect PATK’s earnings to jump 33.9% per year, outpacing the US market. However, forecasts for revenue growth remain modest at 4.2% per year, below the...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil (XOM): Net Profit Margin Slips, Reinforcing Valuation and Dividend-Focused Narratives

Exxon Mobil (XOM) reported a net profit margin of 9.4%, just under last year’s 9.9%. Revenue is expected to grow by only 0.7% per year, falling short of the broader US market’s forecast of 10.4%. The company’s earnings are projected to grow at 8.7% annually, compared to a market expectation of 15.9%. Over the past five years, Exxon Mobil has delivered a historical annual earnings growth of 32.4%. Despite moderate forward-looking growth, the results point to steady profitability, a strong...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree (WT): $35.5 Million One-Off Loss Undermines Margin Narrative

WisdomTree (WT) reported 39.9% compound annual earnings growth over the past five years, turning profitable during that time. However, recent net profit margins have slipped to 13.4% from last year’s 18.9% as a non-recurring $35.5 million loss hit the latest twelve-month period ending September 30, 2025. While earnings are forecast to grow at 14.5% per year and revenue at 10.2% per year, both a little below US market averages, the company’s stock currently trades at $11.96, above its...
NYSE:ALE
NYSE:ALEElectric Utilities

ALLETE (ALE) Margin Decline Raises Dividend Concerns Despite Five-Year Earnings Growth

ALLETE (ALE) reported a net profit margin of 12%, down from 14.4% a year earlier. Earnings have grown at an average rate of 4.7% per year over the past five years. Shares currently trade at $67.33, which is above an estimated fair value of $51.34. The P/E ratio of 21.3x aligns with peers and the wider US utilities sector. Despite the company’s high-quality past earnings, concerns about dividend sustainability and financial strength may weigh on investor sentiment as current profit margins...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple (AAPL): Margins Fall to 24.3%, Challenging Growth Story Behind Premium Valuation

Apple (AAPL) reported earnings growth averaging 5.8% per year over the past five years, with net profit margins currently at 24.3% compared to 26.4% a year ago. Despite a forecast for earnings to rise by 8.2% annually and revenue by 5.7% per year, these figures lag behind the broader US market projections. Shares currently trade at $270.37, a premium to the estimated fair value of $231.08. The price-to-earnings ratio is 40.2x, which is well above peers and the global tech industry. While no...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems (CWST): Profit Margin Hit and $32M Loss Raise Valuation Concerns

Casella Waste Systems (CWST) reported a net profit margin of 0.6% for the latest period, down from 1.3% a year ago. Over the past five years, annual earnings have fallen by 37%, and the results for the twelve months ending September 30, 2025, included a one-off loss of $32.1 million. The company’s Price-to-Sales ratio sits at 3.3x, ahead of both its peers and the broader industry, signaling a premium valuation. Investors are eyeing projected annual earnings growth of 65.8% going forward, but...