FMP
Sep 22, 2022 7:24 PM - Davit Kirakosyan
RBC Capital analysts provided their views on W.W. Grainger, Inc. (NYSE:GWW) following the company’s Investor Day, where it reaffirmed 2022 guidance and set ambitious 2025 targets.
Demand in Q3 remains resilient, as the company disclosed sales through mid-Sept were up 17%, and up 20% ex-FX. The company reaffirmed its 2022 guidance including sales of $15.0-$15.2 billion, gross margin of 37.2%-37.5%, and adjusted EPS of $27.25-$28.75. The company also set 2025 targets, including sales of $19-$20 billion, with a 37% gross margin, and adjusted EPS of $40.
Additionally, the company increased its outgrowth target in HTS US from 300-400 bps to 400-500 bps, mostly driven by expectations to improve its merchandising/marketing and seller coverage/effectiveness. However, as the supply chain normalizes, the analysts believe this outgrowth target could be at risk.
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...