More From Amanda Lawrence
Rexnord: What Contributed to Its Valuations?
Rexnord’s (RXN) revenue has grown at a five-year CAGR of 1.2%. Its EPS has had a five-year CAGR of -17.9%.
What Changed W.W. Grainger’s Dividend Yield Graph?
W.W. Grainger (GWW) recorded a 2.0% net sales growth in 2016 after flat growth in 2015.
A Look at Aetna’s Dividend Yield Path
Aetna (AET) recorded a 5.0% rise in revenue in 2016 and a 4.0% rise in 2015.
What’s Driving Alibaba’s Valuations?
Alphabet (GOOG) announced its partnership with JD.com in June 2018, worth $550 billion.
Will Home Depot’s 2Q16 Earnings Top Analysts’ Expectations?
Home Depot’s (HD) adjusted earnings and sales have successfully beaten the consensus estimates for the last eight out of nine quarters.
How KAMN’s Dividend Yield Looks
Kaman (KAMN) is a differentiated company that conducts business in the aerospace and distribution markets.
A Look at Nordstrom’s Dividend Yield Trajectory
Nordstrom’s (JWN) net sales rose 8% and 3% in 2015 and 2016, respectively.
Analyzing NRG Energy, a Low Dividend Grower
NRG Energy’s (NRG) operating revenues fell 8.0% and 16.0%, respectively, in 2015 and 2016.
What Drove Revenue Growth for Alphabet and Baidu?
The United States continues to be Alphabet’s leading market, generating 46% of its revenue in 2015 compared to 47% in 2017.
A Look at JD.com’s Annual Earnings Growth
JD.com’s revenue and gross profit drove its EPS between 2015 and 2017.
Can US Tariffs Impact Intel Going Forward?
On June 15, the United States declared tariffs on $50.0 billion in agricultural imports from China in two tranches.
A Look at the Financials Sector’s Dividend Yield: Part One
Financials and basic materials have dividend yields of 2.5% and 2.4%, respectively.
A Look at Brooks Automation and Its Valuations
Brooks Automation’s (BRKS) revenue has grown at a five-year CAGR of 7.2%. Its EPS has a five-year CAGR of -15%.
Can Chevron Stand up to Exxon Mobil?
But XOM managed to generate positive segment revenue and earnings in 2016, which places XOM in a better position than CVX for dividend chasers.
AvalonBay: What’s Driving the Dividend and Valuations?
AvalonBay’s revenue grew 7% in the first quarter, driven by rental and other income.
What Led to Intel’s Partnerships with Alibaba, Tencent, and Baidu?
Alibaba (BABA) has a leading position in China’s cloud market with a market share of 48%.
Convergys: Revenue, EPS, Valuations
Convergys’s (CVG) revenue and EPS have grown at a five-year CAGR of 6.8% and 45.2%, respectively.
Will Brand Building and Innovation Add Leverage to Fossil’s Valuation?
On August 2, Fossil was trading at a PE multiple of 12.9x. Fossil’s valuation multiple has fallen by 9% since the announcement of its 1Q16 results.
Can Lowe’s Expand Its Fiscal 2Q16 Operating Margin?
Lowe’s Companies’ (LOW) gross margin dipped by 43 basis points to 35% in fiscal 1Q16.
Evaluating Some of Today’s Biggest Growth Stocks
Investment in stocks commands consistent discipline and focus. You have to think about the micro and macro outlooks for the company, industry, and economy.
Will Foot Locker’s 2Q16 Earnings Live Up to Analysts’ Expectations?
Foot Locker’s 1Q16 adjusted EPS was in line with the consensus analyst estimate of $1.39.
Raising the Curtain on S&P 500 Stocks
In this series, we’ll look at five S&P 500 stocks with five years of EPS growth in the 20% range and dividend yields in the 3% range.
What Are Analyst Recommendations for Home Depot’s Stock?
On August 8, 2016, Home Depot (HD) was trading at a stock price of $136.21.
How Home Depot’s Dividend Yield Has Trended
Home Depot (HD) posted a 7% increase in net sales for 2017 compared to 6.4% in 2016 and 6% in 2015.
NetEase’s Gross Margin Expansion in the Second Quarter of 2018
Its gross profit expanded 8% YoY and 22% QoQ to 7.2 billion yuan ($1.1 billion) in the second quarter of 2018.
Dover: Revenue, EPS, Valuations
Dover’s (DOV) revenue and EPS have grown at a five-year CAGR of 3.4% and 6.4%, respectively. It has a price-to-sales ratio of 1.5x.
How Tariffs Affect Semiconductor Stocks and China
In this series, we’ll discuss the potential impact of the United States’ tariffs on the country’s semiconductor companies.
How Much Did Baidu’s Revenue Grow Compared to Its Peers’ in 2017?
In this series, we’ll focus on Baidu’s revenue, cost of revenue, gross profit, operating cost, operating profit, net profit, and valuations.
Equinix’s Latest Performance and Future Projections
Equinix’s (EQIX) revenue rose at a four-year CAGR (compound annual growth rate) of 19% to $4.4 billion in 2017.
A Look at Citrix Systems’ 2018 and Beyond
Citrix Systems’ (CTXS) revenue fell at a four-year CAGR (compound annual growth rate) of 1% to $2.8 billion in 2017.
A Review of the Latest Developments at F5 Networks
F5 Networks’ (FFIV) revenue rose at a four-year CAGR (compound annual growth rate) of 9% to $2.1 billion in fiscal 2017.
A Closer Look at Adobe’s Latest
Adobe’s (ADBE) revenue rose at a four-year CAGR (compound annual growth rate) of 16% to $7.3 billion in fiscal 2017.
A Closer Look at Cadence Design Systems
Cadence Design Systems’ (CDNS) revenue rose at a four-year CAGR (compound annual growth rate) of 7% to $1.9 billion in 2017.
Analyzing Intuit’s Recent News and Financials
Intuit’s (INTU) revenue rose at a four-year CAGR (compound annual growth rate) of 7% to $6 billion in fiscal 2018, which ended on July 31.
Tencent’s Other Initiatives to Beat the Stock Price Loss
Tencent announced an investment agreement worth $317.6 million in Bilibili on October 3.
Tencent Music: Analyzing the Latest IPO
Tencent announced the IPO of Tencent Music Entertainment on October 3. The IPO intends to generate $2 billion in the US listing.
Alibaba’s AutoNavi: The Threat despite Significant Milestone
AutoNavi (or Amap), Alibaba’s (BABA) map service, hit a record 100 million daily active users (DAU) in the week ended October 1.
Why Lenovo and Apple Fell on Friday
Lenovo stock lost 15.1% on October 4.
How Do the Net Margins of Baidu and Its Peers Stack Up?
Baidu’s (BIDU) net income fell at a three-year CAGR (compound annual growth rate) of 13% in 2017.
Comparing the Valuations of Content-Streaming FAANG Stocks
Analysts expect Netflix’s (NFLX) net sales to be $15.9 billion, $19.8 billion, and $24 billion, respectively, in 2018, 2019, and 2020.
A Look at YouTube’s Range of Original Content
Alphabet (GOOG) launched YouTube TV in early 2017. The service included the live streaming of 50 leading cable TV channels.
How Much Has YouTube Contributed to Alphabet’s Revenue and Costs?
Alphabet’s (GOOG) revenue rose at a three-year CAGR (compound annual growth rate) of 19% to $110.9 billion in 2017.
Assessing Facebook’s Ad Revenue, Costs, and Data Breach Scandals
Facebook’s (FB) revenue rose at a three-year CAGR (compound annual growth rate) of 48% to $40.7 billion in 2017.
How Much Is Amazon Investing in Content Streaming?
Amazon’s (AMZN) net sales increased at a three-year CAGR (compound annual growth rate) of 26% to $177.9 billion in 2017.
What’s Driving Tencent’s Restructuring Efforts?
Tencent announced a strategic restructuring upgrade on October 1, possibly in response to lower earnings growth.
Comparing the Valuations of the FAANG Stocks
Amazon has gained 68.5.0% YTD in stock value. Amazon last traded at a discount of 4.0% to its 52-week high price.
What Drove Alphabet’s Margins in the First Half of 2018?
Facebook (FB), Amazon (AMZN), and Netflix (NFLX) had net margins of 40.0%, 4.0%, and 9.0%, respectively, in the first half of 2018.
The Gap between Alphabet’s Gross and Other Profit Margins
Alphabet’s EPS grew at a three-year CAGR of 8.0% to $32.30 in 2017.
How Content Streaming Affected Tencent’s Revenues and Costs
Tencent’s (TCEHY) revenue rose at a three-year CAGR (compound annual growth rate) of 44% to 237.8 billion yuan ($36.4 billion) in fiscal 2017.
What Caused the Gap in Netflix’s Gross and Other Profit Margins?
Netflix’s income from operations totaled $0.9 billion in the first half of 2018.
The Major Factors Driving Netflix’s Cost of Revenues
Netflix’s (NFLX) revenues grew at a three-year CAGR of 29.0% to $11.7 billion in 2017.
How Do Amazon’s Margins Look in the First Half of 2018?
Amazon’s non-operating expenses were insignificant in proportion to its revenues for the first half of 2018.
How Has Apple Performed Year-to-Date?
Apple’s operating expenses rose 15.0% to $23.0 billion in the nine months ended June 30, 2018.
How Have Apple’s Profit Margins Improved since 2015?
Apple’s operating expenses increased at a three-year CAGR of 14.0% to $26.8 billion in 2017.
Alibaba’s Valuation Compared to Amazon, JD.com, and Walmart
Amazon’s (AMZN) projected PE ratios are 110.6x, 75.5x, and 50.6x for the fiscal years ended December 31, 2018, 2019, and 2020, respectively.
A Look at Facebook’s H1 2018 Performance
Facebook’s (FB) revenues grew 45.0% to $25.2 billion in the first half of 2018.
A Look at Facebook’s Profit Margin Growth since 2015
Apple’s (AAPL) operating expenses totaled $26.8 billion in 2017, and Amazon’s (AMZN) operating expenses totaled $61.8 billion in 2017.
What’s Driving Facebook’s Revenue Growth?
In this series, we’ll compare the stock performance and margins of the FAANG stocks—Facebook, Apple, Amazon, Netflix, and Google.
Net Margins for Alibaba and Amazon: A Comparison
Alibaba’s net income remained at 20.1 billion yuan in the quarter ended June 30, 2018, just like the quarter ended in June 2017.
What’s Driving Alibaba’s and Amazon’s Operating Margins?
Alibaba’s income from operations declined 54% to 8 billion yuan ($1.2 billion) in the quarter ended June 30, 2018.
How Alibaba’s and Amazon’s Operating Costs Have Grown
Alibaba’s operating expenses increased 92% to 29.2 billion yuan ($4.4 billion) in the quarter ended June 30, 2018.
Who Has Higher Gross Margins: Alibaba or Amazon?
Alibaba’s gross profit improved 14% to 37.2 billion yuan ($5.6 billion) in the quarter ended June 30, 2018.
Alibaba or Amazon: Who Has Higher Cost Margins?
Alibaba’s cost of revenue increased 150% to 43.7 billion yuan ($6.6 billion) in the quarter ended June 30, 2018.
What’s Driving Alibaba’s Revenue Growth Higher Than Amazon’s?
This series will focus on Alibaba (BABA) and Amazon (AMZN) and compare their revenues, costs of revenue, gross profits, and more.
This Is What’s Driving Alphabet’s Valuations
Alphabet’s (GOOG) revenue rose 26% to $63.8 billion in the first half of 2018.
Here’s What Drove Cost of Revenue for Alphabet and Baidu
Alphabet’s (GOOG) cost of revenue rose at a three-year CAGR (compound annual growth rate) of 21% to $45.6 billion in 2017.
China’s Budding Relationship with Russia Might Not Be Good for US
The joint venture between Alibaba Group Holding (BABA) and Mail.Ru will play a crucial role in shaping China’s trade.
Could Alibaba Gain from Partnership with Russian Companies?
Today, September 11, Alibaba Group Holding (BABA) announced an e-commerce venture with Russian technology company Mail.Ru.
What Drove Weibo’s Gross Margin in Q2 2018?
Weibo’s (WB) cost of revenue rose 23% YoY to $61.8 million in the second quarter of 2018.
How Tencent Plans to Take on Alibaba in the Coffee Market
On September 6, Tencent Holdings (TCEHY) announced a strategic partnership with Luckin, a billion-dollar Chinese coffee start-up.
How Weibo’s Operating Margins Look
Weibo’s (WB) operating expenses increased by 15% and 49% in 2016 and 2017, respectively.
How Do Weibo’s Valuations Look Compared to Peers?
Weibo’s impressive revenue and EPS have translated into optimistic projections for the company.
NetEase’s Valuation Compared to BAT Stocks
This series will look at the reasons behind NetEase’s valuations and do a comparative analysis with peer Chinese technology stocks.
How the Valuations of China’s Major Tech Stocks Look
Optimistic revenue and earnings estimates continue to drive the valuations of Chinese tech stocks despite the loss in stock value.
What Led to 7% Decline in Tencent Holdings?
Tencent Holdings lost 7% on August 30 in response to China’s new restrictions on online gaming as a result of recurring instances of myopia.
iQiyi’s Position in the Video Streaming Market
China’s video streaming market is projected to be worth $17.6 billion by 2020. iQiyi (IQ) stock has risen 95.4% since its IPO in March.
How Does Alibaba’s Valuation Stack Up against Its Peers’?
Let’s look at the valuation of Alibaba Group Holdings (BABA) as measured by its PE ratio. We’ll also compare its valuation to those of its peers.
A Net Margin Analysis of Alibaba
Alibaba Group Holding (BABA) noted other income worth 1.9 billion Chinese yuan in fiscal 2014 compared to 31.1 billion yuan ($5 billion) in fiscal 2018.
What Drove Alibaba’s Revenue in Fiscal Q1 2019?
The quarter that ended on June 30 marked the first quarter of Alibaba Group Holding’s (BABA) fiscal 2019.
How Alibaba’s Revenue and EPS Stack Up against Its Peers
Alibaba (BABA) has released its results for the quarter ended June 30. Its revenue grew 61% to 80.9 billion yuan ($12.2 billion).
Significant Partnerships of China’s Leading e-Commerce Companies
Let’s investigate some of the significant partnerships that continue to keep e-commerce companies in the news.
Who Are the Major e-Commerce Players in China?
China’s (FXI) online retail market is expected to become the first trillion-dollar e-commerce market by 2022.
How JD.com’s Net Income and EPS Are Trending
JD.com’s (JD) net income was 2.1 billion renminbi and 5 billion renminbi in 2016 and 2017, respectively.
What Led to JD.com’s Negative Operating Margins?
JD.com’s (JD) operating expenses rose 48% and 41% in 2016 and 2017, respectively.
How JD.com’s Segments Have Performed
JD.com’s (JD) essential reportable segments are the JD Mall and New Businesses segments.
How Does JD.com’s Annual Revenue Trend Look?
JD.com’s (JD) revenue grew at an average of 41% in 2016 and 2017.
Significant Events and Tencent’s Position in the Gaming Industry
On August 13, Chinese regulators suspended Tencent’s Monster Hunter: World game over regulatory compliance issues.
Tencent Holdings’ Results for Q2 2018
Tencent Holdings (TCEHY) declared its earnings results for the second quarter of 2018 on August 15. Its revenue grew 30% YoY.
Analyzing the Dividend Prospects for Advanced Micro Devices Stock
Advanced Micro Devices’ revenue grew 46% to $3.4 billion in the first half of 2018.
An Insight into Nvidia’s Dividend for 2018
Nvidia’s revenue grew 66% to $3.2 billion in the fiscal quarter ended April 29. Growth was mainly driven by the GPU segment.
What Led to JD.com’s Negative EPS in Q1 2018?
Amazon (AMZN) posted EPS of $3.3 and $5.1 in the first and second quarters of 2018, respectively.
How JD.com’s Revenue Is Trending
JD.com has met every consensus annual revenue estimate since 2014.
Analyzing AMD’s Revenue Dependency on Geographies
AMD and China’s leading retailer, JD.com (JD), partnered in January to expand the availability of AMD Ryzen processors and desktops in China.
What Are the Significant Events Driving Intel’s Stock Price?
On January 8, Intel and Micron Technology (MU) announced the termination of their 12-year flash memory partnership in 2019.
Qualcomm’s Position in the Application Processor Market
Qualcomm accounted for 42% of the smartphone AP market in 2017 against 39% in the first half of 2016.
Here’s What’s Driving Qualcomm Stock
Qualcomm generated 98% of its revenue from non-US regions in fiscal 2017. China contributed 65% of its revenue.
Understanding How Intel and China Depend on Each Other
Intel announced $72.0 million in investments in 12 tech startups to drive its AI, cloud, IoT, and silicon technologies.
Extra Space Storage: What’s Driving the Dividend and Valuations?
In the first quarter, Extra Space Storage’s (EXR) revenue grew 9%, driven by property rental, tenant reinsurance, and management fees.
Pegasystems: Its Valuations Compared to the Sector
Pegasystems’ (PEGA) revenue and EPS have grown at a five-year CAGR of 12.7% and 18%, respectively.
Globus Medical: What Contributed to Its Valuations?
Globus Medical’s (GMED) revenue and EPS have grown at a five-year CAGR of 10.5% and 8.6%, respectively.