U.S. Software Stock News

NYSE:SUI
NYSE:SUIResidential REITs

Sun Communities (SUI): Valuation Discount Challenges Bearish Narratives Despite Ongoing Unprofitability

Sun Communities (SUI) remains unprofitable, with losses accelerating at an average annual rate of 41.2% over the last five years. Looking ahead, revenue is projected to decline by about 1.7% per year for the next three years. However, earnings are forecast to grow 7.8% annually, with profitability expected within that period. For investors, this creates a mix of improving earnings outlooks and ongoing income from an attractive dividend, balanced against near-term revenue challenges and a weak...
NYSE:FPI
NYSE:FPISpecialized REITs

Farmland Partners (FPI) Profit Surge Driven by $61.6M One-Off Gain Fuels Investor Skepticism

Farmland Partners (FPI) reported net profit margins of 31%, higher than last year, as the company turned profitable over a five-year period that saw annual earnings growth of 73.3%. The most recent year’s earnings growth surged to 275.5%, but much of this was due to a one-off gain of $61.6 million. This suggests the extraordinary spike is not likely to recur. With the stock trading at a Price-to-Earnings Ratio of 6.8x, far below industry and peer averages, investors may see compelling...
NYSE:EHC
NYSE:EHCHealthcare

Encompass Health Net Margins Hit 9.3%, Reinforcing Quality Earnings Narrative Despite Slower Growth Forecasts

Encompass Health (EHC) reported strong momentum over the past year, with earnings growing 25.1%, well above its five-year average growth rate of 16.1%. Revenue and earnings are both expected to continue rising, with forecasts of 7.8% and 9.44% per year respectively, though these figures trail the broader US market growth. Net profit margins have improved to 9.3%, up from 8.3% last year, further supporting the company's reputation for high-quality earnings. See our full analysis for Encompass...
NasdaqGS:DHIL
NasdaqGS:DHILCapital Markets

Diamond Hill (DHIL) Profit Margin Reaches 31.7%, Challenging Discounted Valuation Narratives

Diamond Hill Investment Group (DHIL) reported a net profit margin of 31.7%, up from 29% the previous year, and posted 16.3% earnings growth year-over-year. This result is well above its five-year average decline of 5% per year. The company is trading at a Price-to-Earnings ratio of 7.2x, notably below both the US Capital Markets industry average of 25.2x and its peer average of 44.2x. Shares closed at $126.29, which remains under the estimated fair value of $183.16. The combination of...
NYSE:IRT
NYSE:IRTResidential REITs

Independence Realty Trust (IRT): One-Off $20.1M Loss Challenges Bullish Margin and Valuation Narratives

Independence Realty Trust (IRT) posted a one-off loss of $20.1 million for the twelve months ending September 30, 2025, marking a shift back to profitability after a tough stretch. The company’s earnings have declined by 12.4% per year on average over the past five years. Looking forward, analysts project earnings to fall by 6.1% each year for the next three years. Revenue, meanwhile, is expected to grow by 5.3% annually, which is below the broader US market’s 10.3% rate and puts margin...
NasdaqGS:BFIN
NasdaqGS:BFINBanks

BankFinancial (BFIN) Margin Miss Reinforces Concerns Over Elevated Valuation

BankFinancial (BFIN) posted net profit margins of 4.3%, down sharply from 14.9% a year earlier, highlighting a significant deterioration in profitability. Over the past five years, the company’s earnings have declined at an average annual rate of 8.8%. The stock trades at $11.07, giving it a Price-To-Earnings Ratio of 70.7x, which is well above the peer average of 12x and the US Banks industry average of 11x. Its share price remains higher than the estimated fair value of $8.97. Margins have...
NYSE:JOE
NYSE:JOEReal Estate

St. Joe (JOE) Profit Margin Tops Expectations, Reinforcing Bullish Earnings Narrative

St. Joe (JOE) reported a net profit margin of 19.4%, topping last year’s margin of 18.3%. Earnings accelerated this year, rising 16.5%, which outpaces the five-year average growth rate of 9.5%. Investors are likely to see the stronger profit margins and faster annual earnings growth as positive, especially given the company’s reputation for high-quality earnings. See our full analysis for St. Joe. Next, we’ll see how these headline results compare to the most popular narratives around St...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

eBay (EBAY) Net Margin Improves, But Guidance Reinforces Slower Growth Narrative

eBay (EBAY) posted a net profit margin of 20.1%, slightly up from 19.8% in the prior period, with annual earnings growth of 6% that trails its own five-year average of 12.7% per year. Looking ahead, earnings are forecast to grow at 6.43% per year and revenue by 4.8% per year, both pacing behind broader US market estimates. With a price-to-earnings ratio of 17.8x, eBay's valuation appears appealing against its peer group’s 63.6x and the industry average of 21.4x, which may prompt investor...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

CCC Intelligent Solutions (CCCS): One-Off $16.2 Million Loss Drives Margin Miss, Tests Bull Case

CCC Intelligent Solutions Holdings (CCCS) reported net profit margins of 0.2%, down from last year’s 2.4%, as a one-off loss of $16.2 million weighed on the latest results. While profit margins have compressed, the company has posted five years of profitability, averaging 32.8% annual earnings growth. Forecasts now call for a sharp 70.2% per year earnings increase alongside an 8.5% revenue growth rate. Both points help set the stage for how investors interpret the gap between recent setbacks...