FMP
Nov 25, 2021 12:02 AM - Davit Kirakosyan
Anaplan, Inc. (NYSE:PLAN) shares closed more than 15% lower on Wednesday following the company’s reported Q3 results, with adjusted EPS coming in at ($0.05), beating the consensus estimate by 54.6%. The reason for that significant stock price decline was the year-over-year slowdown of the company’s calculated billings, which were up just 26% to $182.5 million in Q3, compared to more than 30% in the previous quarters.
Analysts at Berenberg Bank believe that investors’ reaction is unwarranted for three reasons:
(1) there is an FX impact to Q3 and 2023 preliminary guidance,
(2) billings are notoriously lumpy - large deals have much longer sales cycles (6-12 months),
(3) most customer metrics are at a two-year record and imply demand is as strong as ever.
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...