FMP
Sep 27, 2021 8:07 PM - Davit Kirakosyan
Deutsche Bank provided its outlook on the upcoming Q3 results (Oct 5) of PepsiCo, Inc. (NASDAQ:PEP), mentioning that they are positively biased for upside to the consensus estimates and full-year guidance around organic growth, with only some doubt around EPS due to known cost inflation and supply-chain headwinds.
In terms of costs, the brokerage noted that spot commodity inflation will likely become a bigger headwind sequentially vs. Q2 (despite the company's forward buying/structural hedging strategies) and will likely be made worse by industry-wide labor pressures and potential supply-chain bottlenecks—even if the brokerage sees the company in a better position to navigate such challenges versus many peers given scale advantages, established productivity initiatives, and increasingly well-developed revenue growth management strategies.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...