In short: BUY. ER 12.46% on 3.4% EPS growth; fwd PE 15.1 vs 25.5 (40.8% under); RDCF 4.9% vs 3.4%. YTD −28.8%.
In short: BUY. Fwd PE 15.1 against a 25.5 average (40.8% under) and ER 12.26% — but on only 3.4% EPS growth, the lowest on the Buy list, and the reverse DCF dissents (5.6% required vs 3.4% expected, −2.2pp). YTD −24.7%; ten-year CAGR 20.2%.
In short: BUY, sixth-worst performer at −41.6% YTD. FV $97.1 vs $79.8 = 17.9% under; fwd PE 15.1 against 25.5 (40.8% under); but expected growth of 3.4% is still below the 4.9% the price requires (−1.5pp) — the only Buy where the DCF has been negative two months running.
In short: BUY despite two of three models being unenthusiastic. FV $97.2 vs $80.5 = 17.3% under; fwd PE 15.1 against 25.5 (40.8% under); but expected growth of just 3.4% is below the 6.6% the price requires (−3.2pp). Seventh-worst performer of the year at −41.1%, on a 17.5% ten-year CAGR.
In short: BUY, on the lowest growth assumption on the list. EPS growth 3.4%, dividend 2.3%, FWD PE 15.1 against a fair exit 25.0, expected return 12.3%, fair value 107.2 against 92.6 = 13.6% undervalued.
In short: BUY on the lowest growth of any name on the list (3.4%). 15.9x forward against a 25.5x five-year average (37.6% under), but overvalued on the earnings-growth model (−5.1%) and dissenting on the reverse DCF (−3.2pp). Down 26.4% year to date against an 18.8% ten-year CAGR.
In short: UPGRADED Hold → Buy — "private markets investment firm." 22.4x forward against a 25.5x average (12.2% under), a 13.3% expected return and a $215.9 fair value against $152.79 (29.2% under). The reverse DCF dissents slightly (11.5% required against 10.6% expected). A 23.8% ten-year CAGR.
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