U.S. Software Stock News

TriNet Group (TNET) reported net profit margins of 2.6%, down from 5.3% the previous year, as the company continued to see earnings decline by 8.5% per year over the last five years. The share price trades at $61.23, modestly below the estimated fair value of $63.55, while the company’s Price-to-Earnings Ratio stands at 22.5x, which is lower than the US Professional Services industry average but above its peer average. Despite pressure on margins and trailing profits, earnings are forecast to...

Watsco (WSO) reported a net profit margin of 6.5%, unchanged from last year. Over the past five years, the company’s earnings have grown at an average annual rate of 11%. However, recent figures point to negative earnings growth, making like-for-like short-term comparisons less straightforward. Looking ahead, analysts expect earnings to increase by 8.49% per year and revenue to expand by 4.1% per year, both slower than the broader US market. Even so, Watsco is considered to have high-quality...

Alphabet (GOOGL) delivered standout results this quarter, with revenue forecast to rise 11.1% annually and earnings expected to grow 9.4% per year, both driven by an impressive net profit margin of 32.2%, up from last year’s 27.7%. Over the past year, earnings jumped 31.8%, outpacing the company’s five-year average annual growth of 17.5%. With margins strengthening and profits accelerating, Alphabet continues to post quality growth, even as the annual earnings outlook trails the broader US...

Public Storage (PSA) reported its net profit margins at 35.2%, marking a slight slip from 36.1% a year ago. Over the past five years, earnings have grown by an average of 4% annually, but most recently, earnings trailed that pace, with negative growth compared to last year. Looking forward, analysts expect the company to book annual earnings growth of 7.2% and revenue growth of 3.3% per year, both lagging the broader US market's forecasts. Despite these modest projections, the company is...

California Water Service Group (CWT) reported net profit margins of 13.7%, down from 17.8% a year ago, signaling a drop in profitability. Over the last five years, the company’s earnings have grown at an annual rate of 9.9%, and future earnings are forecast to rise by 12.07% per year, though this pace trails the broader US market’s 15.7% projection. With revenue growth expected at 2.9% per year and margins coming under pressure, investors are contending with a stock that trades at a...

EPR Properties (EPR) reported net profit margins of 22.2%, down from 26.8% a year earlier, as negative earnings growth and a significant one-off loss of $56.9 million weighed on the bottom line. Revenue is expected to rise at just 2.5% per year, well below the broader US market’s 10.3% forecast. In a challenging environment, investors are left weighing the current margin pressures and non-recurring losses against the stock’s valuation, which currently sits below intrinsic estimates by...

OPKO Health (OPK) remains unprofitable, with losses increasing at an annual rate of 25% over the past five years. Despite facing headwinds on the bottom line, the company is forecast to grow revenue at 4.1% annually, trailing the broader US market’s average growth rate of 10.3% per year. Investors are left to weigh persistent losses and slower top-line expansion against valuation indicators that highlight relative value versus peers and the stock’s current trading discount to estimated fair...

Agnico Eagle Mines (NYSE:AEM) posted current net profit margins of 32.6%, notably higher than last year’s 12.9%, with year-over-year earnings growth coming in at an impressive 240.6% compared to its five-year average annual growth rate of 32.1%. Despite this surge in profitability, revenue is forecast to grow at just 2.5% per year, trailing the broader US market’s 10.3% annual projection. Earnings are expected to decline at a rate of -0.4% per year over the next three years. This mix of...

Itron (ITRI) posted a net profit margin of 11.1%, up from 8% last year, as EPS growth continues at a forecast pace of 14.2% per year. Shares look attractively valued, trading at a Price-to-Earnings ratio of 18.5x, which is below the peer average of 38.4x and the overall US electronic industry’s 25.7x. Last year’s earnings grew by 43.9%. With margins expanding and limited risk factors noted, the company’s market price of $108.99 remains well below a fair value estimate of $173.42. This...

Wondering if Interparfums is a bargain or overpriced right now? You are not alone, especially with so much buzz around its valuation lately. While the stock has declined by 8.8% over the past week and is down 30.5% year-to-date, it is still up an impressive 114.3% over five years. This keeps investors guessing about its future direction. Recent headlines have highlighted Interparfums' expansion in global markets and high-profile licensing agreements. These developments...

Kimberly-Clark (KMB) delivered standout results, posting earnings growth of 16.9% over the past year, well ahead of its five-year average of 1.9% per year. Net profit margins also improved to 12.4% from last year’s 11.2%. Looking ahead, earnings are forecast to grow 6.62% per year and revenue by 3.1% per year, both trailing the broader US market. However, investors are likely to take note of strong profit growth, improving margins, and value-focused valuation metrics. See our full analysis...

Arrow Financial (AROW) reported net profit margins of 21.8%, down from 23.8% last year. Earnings have declined at an average annual rate of 11% over the past five years, with further negative earnings growth most recently. Despite the lack of expected revenue or earnings recovery, investors may take comfort from the company's attractive dividend and the fact that its shares, at $27.12, are trading below their estimated fair value of $33.25. See our full analysis for Arrow Financial. Next, we...

Quanta Services (PWR) posted a robust year, with revenue set to grow at 11.1% per year and net profit margin improving slightly to 3.7% from last year's 3.6%. Over the past five years, the company's earnings have expanded by 18.1% annually, including a standout 23% jump in the most recent year, outpacing US market averages at every turn. As the forecast points to continued earnings growth of 17.8% per year, investors see persistent growth and margin progress as key drivers in the story...

First Mid Bancshares (FMBH) delivered earnings growth of 14.7% over the past year, outpacing its five-year average of 13.6%. Net profit margins widened to 25.7%, up from 24.1% a year ago. Earnings are now forecast to grow at 16.8% annually, ahead of the expected 15.7% US market average. With shares trading at $35.2, below both peer price-to-earnings ratios and an estimated fair value of $76.85, these results point to improving profitability and a compelling value setup for investors. See our...

Rithm Capital (RITM) has delivered high quality earnings, reporting a five-year annual earnings growth rate of 28.8% and maintaining profitability throughout this period. The company is expected to outpace the market with forecast annual earnings growth of 16% and revenue growth of 22.4%. Current net profit margins have edged slightly higher to 18.6% compared to last year's 18.5%. With shares now trading at $10.99, well below the estimated fair value of $17.14, investors are weighing the...

Apellis Pharmaceuticals (APLS) is currently unprofitable, but over the past five years, it has steadily trimmed its losses at a rate of 12% per year. Looking ahead, earnings are projected to grow 66.69% annually, with the company expected to reach profitability within three years. Revenue is forecast to rise by 13% per year, outpacing the broader U.S. market’s 10.3% growth rate. The current share price of $20.73 sits well below its estimated fair value of $91.09 based on discounted cash flow...

Skyward Specialty Insurance Group (SKWD) posted a net profit margin of 10.6%, down from 12.2% a year ago, while earnings for the past year grew 5.8%, which is substantially below its five-year average growth rate of 58.8% per year. With analysts now forecasting earnings growth of 19.33% and revenue growth of 13.6% per year, both beating broader US market estimates, investors are weighing the mix of decelerating margins against this robust outlook and Skyward’s lower-than-average...

Ionis Pharmaceuticals (IONS) reported continued losses, with net losses increasing at a rate of 7.7% per year over the past five years. Despite this trend, the company provided upbeat guidance, forecasting a return to profitability within three years and projecting annual earnings growth of 55.58%. Revenue growth is expected to come in at 21.9% per year, comfortably ahead of the broader US market’s 10.3% pace. The stock last traded at $74.17, notably below its discounted cash flow fair value...

Urban Edge Properties (UE) is navigating a challenging earnings environment, with revenue expected to decline at an annual pace of 3.6% and EPS forecast to tumble by 29.8% per year over the next three years. After years of strong average earnings growth at 18.5% per year, the company recently posted a sharp drop in profitability, as net profit margins contracted to 23.7% from 60.5% a year ago. These results were skewed by a $73.5 million one-off gain that does not reflect ongoing operations...

Ameriprise Financial (AMP) reported that earnings have grown by 14.3% per year over the past five years, though earnings growth in the most recent year slowed to 5.1%. Net profit margins ticked down to 17.7% from 18.1% last year, while revenue and earnings forecasts call for slower growth than the broader US market. With the stock trading at $454.11, well below both certain fair value estimates ($785.11) and analyst price targets, investors are weighing Ameriprise’s strong historical profit...

Rollins (ROL) posted a net profit margin of 14%, just under last year’s 14.2%, while earnings are forecast to grow at a steady 9.99% per year. Revenue is expected to rise by 7.9% annually, slightly lagging the broader US market's profit and revenue growth rates. Despite a strong track record, with five-year earnings growth averaging 12%, recent results show growth moderating to 9.9%. Investors will notice this combination of healthy profitability and high-quality earnings. However, with...

Myers Industries (MYE) posted a net profit margin of 1.2% for the latest twelve months, dropping steeply from 4.8% a year prior, weighed down by a significant one-off loss of $25.9 million. Earnings have contracted by an average of 10.8% annually over the last five years, and the stock currently trades at a price-to-earnings ratio of 63.5x, well above both the global packaging industry average of 15.9x and the peer group’s 21.5x. While shares are priced below a recent fair value estimate,...

Tyler Technologies (TYL) reported net profit margins of 13.7%, up from 11.4% a year ago, reflecting notable improvement in profitability. Over the past five years, annual earnings have grown by 11.9%, with the most recent year posting a standout 33.2% increase in earnings. The company now forecasts earnings growth of 14.5% per year, with revenue expected to expand at 8.6% annually. Both figures lag the broader US market’s outlook. With profitability on the rise and no flagged risk factors,...

American Homes 4 Rent (AMH) posted revenue growth of 5.9% per year, falling short of the broader US market’s 10.3% annual growth. EPS jumped 17.2% in the past year, but this is still below AMH’s five-year average annual growth of 31.6%. While net profit margins improved to 22.9% from 20.9% largely due to a one-off $230.8 million gain, the company’s underlying profitability and future growth prospects face headwinds. Earnings are projected to decline 4.2% annually over the next three...