FMP
Nov 24, 2022 2:01 AM - Davit Kirakosyan(Last modified: Dec 19, 2023 5:49 PM)
Analog Devices (NASDAQ:ADI) shares closed more than 5% higher on Tuesday following the company’s reported Q4 results, with EPS of $2.73 coming in better than the Street estimate of $2.58. Revenue was $3.25 billion, beating the Street estimate of $3.16 billion.
With Q4 results, the company seemingly reversed course from the concerns it mentioned last quarter (it was the first to flag an uptick in cancellations), now highlighting that order trends stabilized in the second half of Q4 through early Q1. While this stabilization in bookings is positive, such a reversal from last quarter diverges from peer reports and macro data points, and may likely yield some skepticism from investors.
The company expects Q1/23 EPS to be in the range of $2.50-$2.70, compared to the Street estimate of $2.41, and revenue in the range of $3.05-3.25 billion, compared to the Street estimate of $3.04 billion.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...