In short: BUY. ER 11.25%; fwd PE 17.4 vs 19.4 (10.3% under); RDCF 1.5% vs 8.0%. Fair value $64.0 vs $56.85.
In short: BUY. ER 11.25% on 8.0% growth and a 2.1% yield; fwd PE 17.4 vs a 19.4 average (10.3% under); RDCF 1.6% required vs 8.0% expected. Fair value $63.9 vs $56.76 — one of the smallest discounts on the sheet. Ten-year CAGR 0.1%.
In short: BUY, up 13.1% on the year. FV $70.0 vs $63.4 = 9.4% under; fwd PE 17.4 vs 19.4; RDCF 1.9% vs 8.0%. The 1.2% ten-year CAGR remains the weakest long-run record on the list.
In short: BUY, and one of the few Buy-list names up on the year (+14.6%). FV $70.2 vs $64.2 = 8.5% under — among the smallest discounts; fwd PE 17.4 vs 19.4 (10.3% under); RDCF 3.2% vs 8.0% expected. The ten-year CAGR of 1.3% is the weakest long-run record on the list.
In short: BUY. EPS growth 8.0%, dividend 2.0%, FWD PE 17.4 against a fair exit 19.4, expected return 11.2%, fair value 69.6 against 62.4 = 10.3% undervalued.
In short: BUY. 16.2x forward against a 19.4x five-year average (16.5% under) — one of the narrower cases — with a 12.0% expected return and +4.8pp of reverse-DCF margin, on a −1.0% ten-year CAGR.
In short: BUY on the narrowest margin in the list. 19.3x forward against a 19.4x average — 1.7% under — with a $55.3 fair value against $53.93 (2.5%). The 10.3% expected return and the 6.3pp reverse-DCF margin are what carry it, against a −8.9% five-year CAGR.
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