CNBC: Investing

JUNE 18, 2025

Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability. Valuation risk: The stock's forward PE of 25x suggests that there are substantial risks to its valuation.

Trading 66

Trading S&P Valuation Investment 66

Lake Country Advisors

JUNE 11, 2025

What your company does, how it earns revenue, and the type of assets or obligations it holds will influence which deal format is more practical and more profitable. They may prefer asset sales to protect their portfolios and manage risk exposure more precisely.

Sale 52

Sale Business Stock Broker 52

CNBC: Investing

JUNE 16, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Retail 57

Retail Shares Stock Media 57

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. Exit opportunities are mostly to other internal groups at the company; moving into deal or investment-based roles is possible but not necessarily likely.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JULY 13, 2025

These short ideas identify companies that JPMorgan analysts believe will see a decline in share price, giving investors an opportunity to profit from those downturns. "Reduced EV subsidies threaten already marginal profitability (EBIT margin below GM & Ford).

S&P 137

S&P Stock Valuation Media 137

CNBC: Investing

JUNE 11, 2025

How to trade a downturn in the shares Published Wed, Jun 11 2025 11:01 AM EDT Tony Zhang @OptionsPlay WATCH LIVE Walmart (WMT) is facing headwinds with looming tariffs likely to erode profit margins amid an already overstretched valuation. Forward PE Ratio: 37.4x vs. Industry Average 18x Price to Sales Ratio: 1.2x

Retail 62

Retail Trading Stock Shares 62

CNBC: Investing

JUNE 17, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Retail 60

Retail Investors Investment Media 60

CNBC: Investing

JULY 14, 2025

Meanwhile, nCino's management is also confident it can achieve the so-called "Rule of 40," or have a combined revenue growth rate and profit margin that exceeds 40%. inflect growth rates closer to pre-reset levels) are able to fully recapture valuation (at pre-reset level)."

Stock 62

Stock Media Investment Finance 62

CNBC: Investing

JULY 8, 2025

"However, we believe that the re-positioning of the company as a vertical data center provider changes the valuation structure. "[W]e'd like to see more customer diversification and progress on profitability." As such, we view shares as fairly valued."

IPO 74

IPO Stock Media Investment 74

CNBC: Investing

JUNE 19, 2025

Valuation : Fair value of $80–$85 (P/E 38–40x, EV/EBITDA 22x), supported by comps (Adidas, Lululemon). in either direction and likely still see profits without risking substantial losses in the event the stock is little changed post-earnings. Long-term margin recovery depends on full-price DTC and innovation. (1 Buy NKE Oct.

S&P 73

S&P Sale Investment Stock 73

CNBC: Investing

JULY 16, 2025

Fundamentals Despite industry leading growth and profitability metrics, TSLA trades at an extreme valuation premium relative to its industry peers, significantly raising valuation risks. Analyst caution: Mixed analyst ratings, including a consensus hold rating and skepticism around valuation. Forward PE ratio: 166.4x

Trading 96

Trading S&P Stock Profitability 96

CNBC: Investing

JUNE 17, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Retail 86

Retail Stock Media Investment 86

CNBC: Investing

JUNE 16, 2025

The screen does not include valuation since stocks that experience multiple contraction before corrections perform the worst during the corrections, he said. In May, Eli Lilly reported an earnings and revenue beat for its first quarter, but it lowered its full-year profit guidance because of charges related to a cancer treatment deal.

Stock 69

Stock S&P Portfolio Investment 69

CNBC: Investing

JUNE 30, 2025

However, the current pessimism surrounding the stock appears overdone, possibly presenting a compelling valuation even as many stocks, net of the S & P 500's rally this past week to new all-time highs, are beginning to look stretched. However, the decline in traditional alcohol consumption may be exaggerated.

Trading 67

Trading S&P Portfolio Investment 67

CNBC: Investing

JUNE 27, 2025

While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future. This comes as shares surged more than 9% in the premarket Friday after Nike beat analysts' expectations on the top and bottom lines.

Shares 80

Shares S&P Stock Media 80

CNBC: Investing

JULY 2, 2025

S & P 500 health care stocks are selling at 17 times forward earnings, far below their historical valuation. We think the market is over extrapolating the amount of profitability and growth in the GLP-1 drugs, which Eli Lilly, of course, is, you know, the the poster child for today." market strategist for Morningstar.

Stock 59

Stock S&P Healthcare Media 59

CNBC: Investing

JUNE 9, 2025

CrowdStrike reported Tuesday where revenue inline with estimates and a better-than-expected profit, but guidance that was below expectations. But Bernstein downgraded CrowdStrike on Friday to market perform from outperform, citing valuation concerns. CrowdStrike trades at roughly 123 times forward earnings.

Trading 66

Trading Stock Media Investment 66

CNBC: Investing

JULY 1, 2025

"At current levels — considering the growth trajectory of the business, near-term path to profitability, and below peer valuation — we see OMDA offering compelling risk/reward," Roman wrote in a Monday note to clients. That suggests roughly 58.5%

Media 95

Media Investment Stock Finance 95

CNBC: Investing

JULY 10, 2025

Although the shift toward commercial payers from government programs like Medicaid is expected to enhance profitability, it's clear from UnitedHealth's missteps in this area that there will be some growing pains. How to profit if it does Tony Zhang This energy stock is trading near its lowest valuation on record.

Trading 69

Trading S&P IT Stock 69

Mergers and Inquisitions

MAY 14, 2025

However, public finance teams advise only governments, non-profits, and tax-exempt entities not private corporations and the scope of deals and industries is much narrower. With public finance , there is some overlap because certain assets, such as airports and stadiums, could be considered infrastructure.

Investment Banking 59

Investment Banking Bank Banking Investment 59

CNBC: Investing

JUNE 11, 2025

Most analysts have pointed to its Oracle Cloud Infrastructure, or OCI, business as a key asset in its portfolio. We lean positive on underpriced OCI optionality (Stargate/Sovereigns), attractive positioning, and a reasonable valuation." Strong bookings from OCI customers could continue to boost the company's fundamentals.

IT 100

IT S&P Stock Shares 100

CNBC: Investing

JUNE 16, 2025

The firm upgraded the digital communications stock to buy from hold in a Sunday note, and increased its price target to $73 per share from $65, suggesting shares will rise 14% from Friday's $64.09 Shares have advanced about 11% so far in 2025.

Valuation 64

Valuation Trading Bank Banking 64

Sun Acquisitions

JUNE 9, 2025

Yet creating a consistently profitable business is only step one. After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks.

Manufacturing 59

Manufacturing Business Valuation Sale 59

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Because this step is similar in this method as it is in the other valuation methods (DCF, Comparable Company, etc.),

Valuation 130

Valuation M&A DCF Shares 130

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

The TRADE

SEPTEMBER 15, 2023

The Bloomberg MVP index, designed by BISL, tracks the performance of US large-cap companies that showcase fundamental qualities across momentum, value, volatility and profitability based on a factor model developed by Bloomberg Intelligence.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

Sun Acquisitions

SEPTEMBER 30, 2024

As you meticulously evaluate financial statements, assess market conditions, and fine-tune your pitch, it’s crucial not to overlook the less conspicuous elements that can significantly influence your business’s valuation in mergers and acquisitions (M&A).

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

Beyond M&A

SEPTEMBER 18, 2023

It’s not just about the business’s direct profitability but the sustainability of that profit in an increasingly digital realm. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. Yet, it is rare that we meet teams that are good at both.

Investment 147

Investment Profitability Business M&A 147

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 57

Portfolio Management Valuation Sale Profitability 57

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity 147

Private Equity Equities Investment Valuation 147

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

How2Exit

MAY 6, 2024

His expertise includes rolling up profitable businesses that own real estate, separating and selling the businesses, as well as repurposing declining businesses into lucrative investments. rn rn rn Real estate tied to a business should be evaluated for its highest and best use, which can lead to repurposing for more profitable ventures.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Mergers Acquisitions 130

How2Exit

APRIL 8, 2024

His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. With multiple agencies within Onfolio's portfolio performing remarkably well, it becomes evident that they don't garner the recognition they deserve in the investment world.

M&A 130

M&A Acquisitions Business Public Trading 130

Software Equity Group

MARCH 26, 2024

And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates. The firm currently employs 31 professionals. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52

Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105