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  • Company Logo for SNOW

    Is Snowflake Stock A Buy Following Q3 Results?

    Snowflake (NYSE:SNOW) posted a stronger-than-expected set of Q3 2023 results, as demand for its cloud data warehousing tools mostly held up, despite some economic headwinds and cooling growth for public cloud players such as Amazon’s AWS an...


  • Company Logo for JNJ

    Is Johnson & Johnson Stock A Better Pick Over Its Peer?

    We believe  Johnson & Johnson stock  (NYSE: JNJ) is currently a better pick than Eli Lilly stock   (NYSE: LLY), given its better prospects. Although Eli Lilly is trading at a comparatively higher valuation of 11.8x trailing revenues than 4....



  • Company Logo for HSBC

    Where Is HSBC Stock Headed?

    HSBC’s stock  (NYSE: HSBC) has gained 1% YTD as compared to the 14% drop in the S&P500 index over the same period. Further, at the current price of $31 per share, it is 24% below its fair value of $40 – Trefis’ estimate for  HSBC’s valuati...


  • Company Logo for COST

    Company Of The Day: Costco

    What? Costco reported that its comparable sales for the retail month of November rose by 4.3%, missing expectations. The company’s e-commerce sales were down 10.1% for the month. Why? Costco’s exposure to discretionary categories a...


  • Company Logo for PEP

    Is There A Better Pick Over PepsiCo Stock?

    We think that PepsiCo stock   (NYSE: PEP) and Colgate-Palmolive stock (NYSE: CL) in the consumer defensive sector will likely give similar returns over the next three years. Colgate-Palmolive is trading at a marginally higher valuation of 3.6x...


  • Company Logo for UNP

    What’s Driving The Growth For Union Pacific Stock?

    Despite a 14% fall year-to-date, we believe Union Pacific stock (NYSE: UNP) has little room for growth. UNP stock rose from under $250 in early January to over $275 towards the end of March before falling to $217 now. The YTD 14% fall for Union...


  • Company Logo for DFS

    Is Discover Financial Stock Attractive At The Current Levels?

    Discover Financial stock  (NYSE: DFS) has lost roughly 6% YTD, as compared to the 14% drop in the S&P500 over the same period. Further, at its current price of $108 per share, it is trading 9% below its fair value of $119 – Trefis’ estimate...


  • Company Logo for WBA

    Is Walgreens Stock A Better Pick Over This Giant Retailer?

    We believe  Walgreens stock  (NASDAQ: WBA) is currently a better pick than Walmart stock   (NYSE: WMT), given its better prospects. Although Walgreens is trading at a comparatively lower valuation of 0.3x, trailing revenues than 0.7x for Walmar...


  • Company Logo for ATVI

    What’s Happening With Activision Blizzard Stock?

    Activision Blizzard stock (NASDAQ: ATVI) reported its Q3 results in the second week of November, with revenue and earnings falling above the street expectations. Activision Blizzard’s revenue of $1.8 billion reflected a 14% y-o-y declin...


  • Company Logo for BAC

    Is Bank of America Stock Fairly Priced?

    Bank of America’s stock  (NYSE: BAC) has lost 20% YTD as compared to the 17% drop in the S&P500 index over the same period. Further, at its current price of $37 per share, the stock is trading 12% below its fair value of $42 – Trefis’ estim...


  • Company Logo for LULU

    Earnings Beat In The Cards For Lululemon Stock?

    [Note: The fiscal year ending January 29, 2023 is referred to as FY 2022] Lulule mon (NASDAQ: LULU), a company designing and selling athletic and casual apparel,   is scheduled to report its fiscal third-quarter results on Thursday, December ...


  • Company Logo for YELP

    Yelp’s Stock Down 19% This Year, What’s Next?

    After a 19% decline year-to-date, at the current price of around $29 per share, we believe Yelp’s stock (NASDAQ: YELP), an online site for discovering local businesses ranging from bars, restaurants, and cafes, to hairdressers, spas, and ...


  • Company Logo for PM

    Is Philip Morris Stock A Better Pick Over Its Sector Peer?

    We believe that the tobacco giant  Philip Morris stock (NYSE: PM) is a better pick over its sector peer, Procter & Gamble stock   (NYSE: PG), given its better prospects. Although P&G is trading at a slightly lower valuation of 4.3x trai...


  • Company Logo for CSX

    What’s Driving The Growth For CSX Stock?

    Despite a 16% fall year-to-date, we believe CSX stock (NYSE: CSX) has little room for growth. CSX stock fell from around $37 in early January to under $32 now. The YTD 16% fall for CSX aligns with the -17% returns for the broader S&P500 ind...

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