2024-06-11

#reports #ADSK

[Autodesk](https://eninvs.com/all.php?name=ADSK) ( PC software and multimedia tools provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170164)
(2024-05-31, After Market Close):

- Revenue +11.7% YoY (vs +11.5% in previous quarter and historical rate +13.3%)
- EBITDA +35.6% YoY (vs +12.1% in previous quarter and historical rate +18.2%)
- EBITDA margin 23.9% increased compared to 19.7% same period last year
- Net Debt decreased by $380 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 35.9x compared to historical level (75th percentile) of 51.9x
- EV/Sales multiple is 8x

The company showed EPS +$1.16 per share

------------------------------------------------

2024-06-07

#reports #ODC

[Oil-Dri Corporation of America](https://eninvs.com/all.php?name=ODC) (Specialty Chemicals) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170097)
(2024-06-06, After Market Close):

- Revenue +1.9% YoY (vs +3.9% in previous quarter and historical rate +14.2%)
- EBITDA -16.7% YoY (vs +81.8% in previous quarter and historical rate +40.6%)
- EBITDA margin 14.0% decreased compared to 17.1% same period last year
- Net Debt decreased by $9 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$0 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 8.9x
- EV/Sales multiple is 1.4x

The company showed EPS +$1.13 per share

------------------------------------------------

2024-06-07

#reports #MTN

[Vail Resorts](https://eninvs.com/all.php?name=MTN) (Ski resort owner) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170096)
(2024-06-06, After Market Close):

- Revenue -83.4% YoY (vs -25.7% in previous quarter and historical rate +22.0%)
- EBITDA -59.6% YoY (vs +57.4% in previous quarter and historical rate +21.7%)
- EBITDA margin 111.7% increased compared to 45.8% same period last year
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 26x
- EV/Sales multiple is 6.5x

The company showed EPS +$9.54 per share

------------------------------------------------

2024-06-06

#reports #VRNT

[Verint Systems](https://eninvs.com/all.php?name=VRNT) (Software developer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170083)
(2024-06-04, After Market Close):

- Revenue +1.8% YoY (vs +12.3% in previous quarter and historical rate -6.4%)
- EBITDA +136.4% YoY (vs -14.3% in previous quarter and historical rate -14.2%)
- EBITDA margin 11.8% increased compared to 5.1% same period last year
- Net Debt decreased by $247 mln over the past reporting period (13.3% of market cap)
- EV/EBITDA multiple is 14.4x compared to historical level (75th percentile) of 28.9x
- EV/Sales multiple is 1.8x

The company showed EPS +$0.16 per share

------------------------------------------------

2024-06-06

#reports #SMTC

[Semtech](https://eninvs.com/all.php?name=SMTC) (Semiconductor manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170064)
(2024-06-05, After Market Close):

- Revenue -13.1% YoY (vs +14.9% in previous quarter and historical rate +10.7%)
- EBITDA margin 6.8% increased compared to -0.4% same period last year
- Net Debt decreased by $1.2 bln over the past reporting period (49.7% of market cap)
- FCF (LTM) -$0 bln (negative), 1.1% of market cap
- EV/Sales multiple is 4.5x

The company showed EPS -$0.36 per share

------------------------------------------------

2024-06-06

#reports #SFIX

[Stitch Fix](https://eninvs.com/all.php?name=SFIX) (Online platform for selling clothes and shoes) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170072)
(2024-06-04, After Market Close):

- Revenue -18.2% YoY (vs -19.9% in previous quarter and historical rate -9.6%)
- EBITDA margin -4.6% decreased compared to -3.5% same period last year
- Net Debt increased by $91 mln over the past reporting period (30.9% of market cap)
- FCF (LTM) +$0 bln (positive), 4.1% of market cap
- EV/Sales multiple is 0.1x

The company showed EPS -$0.18 per share

------------------------------------------------

2024-06-06

#reports #GWRE

[Guidewire Software](https://eninvs.com/all.php?name=GWRE) (Software provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170069)
(2024-06-04, After Market Close):

- Revenue +16.4% YoY (vs +3.4% in previous quarter and historical rate +8.7%)
- EBITDA margin -2.9% increased compared to -23.2% same period last year
- Net Debt increased by $341 mln over the past reporting period (3.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.4% of market cap
- EV/Sales multiple is 9.4x

The company showed EPS -$0.07 per share

------------------------------------------------

2024-06-06

#reports #DLTR

[Dollar Tree](https://eninvs.com/all.php?name=DLTR) (Store chain owner) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170060)
(2024-06-05, Before Market Open):

- Revenue +4.2% YoY (vs +11.9% in previous quarter and historical rate +6.4%)
- EBITDA +6.3% YoY (vs -304.3% in previous quarter and historical rate -27.5%)
- EBITDA margin 8.6% increased compared to 8.4% same period last year
- Net Debt decreased by $9.7 bln over the past reporting period (36.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 1.6% of market cap
- EV/Sales multiple is 1.2x

The company showed EPS +$1.38 per share

------------------------------------------------

2024-06-06

#reports #DBI

[Designer Brands](https://eninvs.com/all.php?name=DBI) (Apparel Retail) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170084)
(2024-06-04, Before Market Open):

- Revenue +0.7% YoY (vs -0.9% in previous quarter and historical rate +14.1%)
- EBITDA -7.1% YoY (vs -1900.0% in previous quarter)
- EBITDA margin 3.5% decreased compared to 3.8% same period last year
- Net Debt decreased by $1.2 bln over the past reporting period (168.9% of market cap)
- FCF (LTM) -$0 bln (negative), 4.7% of market cap
- EV/EBITDA multiple is 26.4x compared to historical level (75th percentile) of 17.5x
- EV/Sales multiple is 0.6x

------------------------------------------------

2024-06-01

#reports #MRVL

[Marvell Technology](https://eninvs.com/all.php?name=MRVL) (Integrated circuit manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=170023)
(2024-05-30, After Market Close):

- Revenue -12.2% YoY (vs +0.6% in previous quarter and historical rate +23.8%)
- EBITDA margin -6.9% increased compared to -7.9% same period last year
- Net Debt decreased by $3.2 bln over the past reporting period (5.5% of market cap)
- FCF (LTM) +$0.7 bln (positive), 1.3% of market cap
- EV/Sales multiple is 11.5x

The company showed EPS -$0.25 per share. At the opening of the session the share price went down -0.7% vs S&P500 -0.5%

------------------------------------------------

2024-05-31

#reports #GCO

[Genesco](https://eninvs.com/all.php?name=GCO) (Clothes seller) reported for 2024 q1
(2024-05-31, Before Market Open):

- Revenue -5.2% YoY (vs +1.9% in previous quarter and historical rate +12.8%)
- EBITDA margin -4.6% decreased compared to -2.5% same period last year
- Net Debt increased by $23.0 mln over the past reporting period (7.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 42.4% of market cap
- EV/EBITDA multiple is 10.5x compared to historical level (75th percentile) of 12.0x
- EV/Sales multiple is 0.4x

At the opening of the session the share price went up +10.8% vs S&P500 -0.5%

------------------------------------------------

2024-05-31

#reports #VEEV

[Veeva Systems](https://eninvs.com/all.php?name=VEEV) (Software provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=VEEV&q=2024 q1&id=653539)
(2024-05-30, After Market Close):

- Revenue +23.6% YoY (vs +12.1% in previous quarter and historical rate +17.1%)
- EBITDA +132.4% YoY (vs +22.4% in previous quarter and historical rate +12.2%)
- EBITDA margin 25.4% increased compared to 13.5% same period last year
- Net Debt decreased by $737.0 mln over the past reporting period (2.4% of market cap)
- FCF (LTM) +$1.2 bln (positive), 3.7% of market cap
- EV/EBITDA multiple is 48.8x compared to historical level (75th percentile) of 70.4x
- EV/Sales multiple is 10.7x

The company showed EPS +$0.98 per share

------------------------------------------------

2024-05-31

#reports #S

[SentinelOne, Inc.](https://eninvs.com/all.php?name=S) (Software — Infrastructure) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +39.8% YoY (vs +38.1% in previous quarter and historical rate +74.1%)
- EBITDA margin -29.6% increased compared to -72.2% same period last year
- Net Debt increased by $151.0 mln over the past reporting period (2.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/Sales multiple is 6.9x

The company showed EPS -$0.23 per share

------------------------------------------------

2024-05-31

#reports #PKE

[Park Aerospace](https://eninvs.com/all.php?name=PKE) (Aerospace and Defense) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +14.3% YoY (vs -14.3% in previous quarter and historical rate +9.5%)
- EBITDA 0.0% YoY (vs -50.0% in previous quarter and historical rate +9.0%)
- EBITDA margin 18.8% decreased compared to 21.4% same period last year
- Net Debt decreased by $77.0 mln over the past reporting period (26.7% of market cap)
- FCF (LTM) -$0.0 bln (negative), 10.7% of market cap
- EV/EBITDA multiple is 21.1x compared to historical level (75th percentile) of 22.9x
- EV/Sales multiple is 3.8x

------------------------------------------------

2024-05-31

#reports #PHR

[Phreesia](https://eninvs.com/all.php?name=PHR) (Health Information Services) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +20.2% YoY (vs +23.4% in previous quarter and historical rate +32.6%)
- EBITDA margin -15.8% increased compared to -36.9% same period last year
- Net Debt increased by $14.0 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 6.0% of market cap
- EV/Sales multiple is 3.1x

The company showed EPS -$0.35 per share

------------------------------------------------

2024-05-31

#reports #PD

[PagerDuty](https://eninvs.com/all.php?name=PD) (Software provider) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +7.8% YoY (vs +9.9% in previous quarter and historical rate +25.2%)
- EBITDA margin -9.9% decreased compared to -5.8% same period last year
- Net Debt decreased by $16.0 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.0 bln (negative), 1.5% of market cap
- EV/Sales multiple is 3.4x

The company showed EPS -$0.26 per share

------------------------------------------------

2024-05-31

#reports #JWN

[Nordstrom](https://eninvs.com/all.php?name=JWN) (Clothes seller and shoes) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +4.8% YoY (vs +2.3% in previous quarter and historical rate +12.0%)
- EBITDA margin 4.0% increased compared to -3.6% same period last year
- Net Debt decreased by $3.9 bln over the past reporting period (114.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 6.7x compared to historical level (75th percentile) of 8.7x
- EV/Sales multiple is 0.5x

The company showed EPS -$0.24 per share

------------------------------------------------

2024-05-31

#reports #HCP

[HashiCorp, Inc.](https://eninvs.com/all.php?name=HCP) (Software — Infrastructure) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +16.7% YoY (vs +14.7% in previous quarter and historical rate +25.1%)
- EBITDA margin -41.6% increased compared to -47.8% same period last year
- Net Debt decreased by $43.0 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.3% of market cap
- EV/Sales multiple is 8.0x

The company showed EPS -$0.26 per share

------------------------------------------------

2024-05-31

#reports #GES

[Guess](https://eninvs.com/all.php?name=GES) (Apparel Retail) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=GES&q=2024 q1&id=785005)
(2024-05-30, After Market Close):

- Revenue +3.9% YoY (vs +8.9% in previous quarter and historical rate +10.5%)
- EBITDA -126.7% YoY (vs +33.3% in previous quarter and historical rate +7.5%)
- EBITDA margin -0.7% decreased compared to 2.6% same period last year
- Net Debt decreased by $853.0 mln over the past reporting period (68.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 14.6% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 8.2x
- EV/Sales multiple is 0.7x

The company showed EPS -$0.25 per share

------------------------------------------------

2024-05-31

#reports #ESTC

[Elastic](https://eninvs.com/all.php?name=ESTC) (Information technology service provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ESTC&q=2024 q1&id=785004)
(2024-05-30, After Market Close):

- Revenue +19.6% YoY (vs +19.3% in previous quarter and historical rate +28.4%)
- EBITDA margin -5.7% increased compared to -6.4% same period last year
- Net Debt decreased by $72.0 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.8% of market cap
- EV/Sales multiple is 7.1x

The company showed EPS -$0.41 per share

------------------------------------------------

2024-05-31

#reports #ASAN

[Asana](https://eninvs.com/all.php?name=ASAN) (Web-based project management platform) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ASAN&q=2024 q1&id=785000)
(2024-05-30, After Market Close):

- Revenue +13.2% YoY (vs +14.0% in previous quarter and historical rate +40.0%)
- EBITDA margin -32.6% increased compared to -37.5% same period last year
- Net Debt decreased by $5.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.5% of market cap
- EV/Sales multiple is 3.8x

The company showed EPS -$0.28 per share

------------------------------------------------

2024-05-31

#reports #ANF

[Abercrombie & Fitch](https://eninvs.com/all.php?name=ANF) (Clothing and accessories stores chain ) reported for 2024 q1
(2024-05-29, Before Market Open):

- Revenue +22.1% YoY (vs +21.1% in previous quarter and historical rate +9.8%)
- EBITDA +143.3% YoY (vs +115.3% in previous quarter and historical rate +67.5%)
- EBITDA margin 16.0% increased compared to 8.0% same period last year
- Net Debt decreased by $162.0 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0.6 bln (positive), 6.3% of market cap
- EV/EBITDA multiple is 12.9x compared to historical level (75th percentile) of 9.7x
- EV/Sales multiple is 2.1x

The company showed EPS +$2.14 per share. At the opening of the session the share price went up +2.1% vs S&P500 -0.5%

------------------------------------------------

2024-05-31

#reports #AMBA

[Ambarella](https://eninvs.com/all.php?name=AMBA) (Semiconductor manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=AMBA&q=2024 q1&id=784999)
(2024-05-30, After Market Close):

- Revenue -12.9% YoY (vs -37.3% in previous quarter and historical rate +3.1%)
- EBITDA margin -64.8% decreased compared to -50.0% same period last year
- Net Debt increased by $13.0 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.4% of market cap
- EV/Sales multiple is 8.4x

------------------------------------------------

2024-05-31

#reports #MDB
@ saas

[MongoDB](https://eninvs.com/all.php?name=MDB) (Database developer) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +22.6% YoY (vs +26.9% in previous quarter and historical rate +40.8%)
- EBITDA margin -20.6% decreased compared to -17.4% same period last year
- Net Debt decreased by $61.0 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.8% of market cap
- EV/Sales multiple is 11.5x

The company showed EPS -$1.10 per share

------------------------------------------------

2024-05-31

#reports #ZS
@ cybersecurity , @ saas

[Zscaler](https://eninvs.com/all.php?name=ZS) (Internet security platform) reported for 2024 q1
(2024-05-30, After Market Close):

- Revenue +32.0% YoY (vs +35.3% in previous quarter and historical rate +50.6%)
- EBITDA margin 8.7% increased compared to -4.5% same period last year
- Net Debt increased by $221.0 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 7512.6x compared to historical level (75th percentile) of 4.0x
- EV/Sales multiple is 11.1x

------------------------------------------------

2024-05-30

#reports #SPTN

[SpartanNash](https://eninvs.com/all.php?name=SPTN) (Food Distribution) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue -3.5% YoY (vs -2.8% in previous quarter and historical rate +1.9%)
- EBITDA +38.3% YoY (vs +42.9% in previous quarter and historical rate +12.6%)
- EBITDA margin 4.0% increased compared to 2.8% same period last year
- Net Debt increased by $32.0 mln over the past reporting period (4.7% of market cap)
- FCF (LTM) -$0.0 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 8.5x
- EV/Sales multiple is 0.1x

At the opening of the session the share price went up +0.1% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #MOV

[Movado Group](https://eninvs.com/all.php?name=MOV) (Watch manufacturer) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue -5.5% YoY (vs -7.2% in previous quarter and historical rate +17.2%)
- EBITDA -61.5% YoY (vs -44.8% in previous quarter and historical rate +26.8%)
- EBITDA margin 3.6% decreased compared to 9.0% same period last year
- Net Debt increased by $43.0 mln over the past reporting period (7.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 9.7% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 7.4x
- EV/Sales multiple is 0.7x

At the opening of the session the share price went down -2.2% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #KSS

[Kohls](https://eninvs.com/all.php?name=KSS) (Department Stores) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue -5.3% YoY (vs -1.0% in previous quarter and historical rate +0.4%)
- EBITDA -19.2% YoY (vs +48500.0% in previous quarter and historical rate +21.8%)
- EBITDA margin 6.8% decreased compared to 8.0% same period last year
- Net Debt increased by $179.0 mln over the past reporting period (5.1% of market cap)
- FCF (LTM) -$1517.8 bln (negative), 43358.5% of market cap
- EV/EBITDA multiple is 1083.0x compared to historical level (75th percentile) of 14.2x
- EV/Sales multiple is 88.5x

At the opening of the session the share price went down -26.7% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #HRL

[Hormel Foods](https://eninvs.com/all.php?name=HRL) (Food products provider) reported for 2024 q1
(2024-02-29, Before Market Open):

- Revenue -3.1% YoY (vs +0.9% in previous quarter and historical rate +7.8%)
- EBITDA -13.9% YoY (vs -3.1% in previous quarter and historical rate +1.3%)
- EBITDA margin 10.9% decreased compared to 12.3% same period last year
- Net Debt decreased by $29.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 19.5x
- EV/Sales multiple is 1.7x

At the opening of the session the share price went up +12.7% vs S&P500 +0.4%

------------------------------------------------

2024-05-30

#reports #HPQ

[HP](https://eninvs.com/all.php?name=HPQ) (Technologies manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169971)
(2024-05-29, After Market Close):

- Revenue -0.9% YoY (vs -4.6% in previous quarter and historical rate +3.9%)
- EBITDA +19.2% YoY (vs +17.0% in previous quarter and historical rate +12.6%)
- EBITDA margin 9.1% increased compared to 7.5% same period last year
- Net Debt decreased by $168.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$1.9 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 6.0x compared to historical level (75th percentile) of 7.0x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +13.4% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #DXLG

[Destination XL Group](https://eninvs.com/all.php?name=DXLG) (Apparel Retail) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue -8.0% YoY (vs -4.9% in previous quarter and historical rate +13.9%)
- EBITDA -38.5% YoY (vs +1100.0% in previous quarter)
- EBITDA margin 7.0% decreased compared to 10.4% same period last year
- Net Debt decreased by $94.0 mln over the past reporting period (44.4% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.9% of market cap
- EV/EBITDA multiple is 5.4x compared to historical level (75th percentile) of 8.8x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went down -12.3% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #CBRL

[Cracker Barrel Old Country](https://eninvs.com/all.php?name=CBRL) (Restaurants owner) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue -1.9% YoY (vs +0.1% in previous quarter and historical rate +11.8%)
- EBITDA -85.7% YoY (vs -9.2% in previous quarter and historical rate -21.8%)
- EBITDA margin 0.7% decreased compared to 5.0% same period last year
- EV/EBITDA multiple is 6.0x compared to historical level (75th percentile) of 12.2x
- EV/Sales multiple is 0.3x

At the opening of the session the share price went up +2.9% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #BURL

[Burlington Stores](https://eninvs.com/all.php?name=BURL) (Clothes seller) reported for 2024 q1
(2024-05-30, Before Market Open):

- Revenue +10.5% YoY (vs +13.9% in previous quarter and historical rate +16.6%)
- EBITDA +32.2% YoY (vs +20.1% in previous quarter and historical rate +40.8%)
- EBITDA margin 8.3% increased compared to 7.0% same period last year
- Net Debt decreased by $3.9 bln over the past reporting period (29.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 21.7x compared to historical level (75th percentile) of 29.8x
- EV/Sales multiple is 1.7x

At the opening of the session the share price went up +17.9% vs S&P500 -0.1%

------------------------------------------------

2024-05-30

#reports #VSTO

[Vista Outdoor](https://eninvs.com/all.php?name=VSTO) (Sports/hunting/leisure goods manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169962)
(2024-05-08, After Market Close):

- Revenue +270.6% YoY (vs -9.7% in previous quarter and historical rate +26.6%)
- EBITDA margin -7.1% increased compared to -32.9% same period last year
- Net Debt decreased by $104.0 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 15.5% of market cap
- EV/Sales multiple is 0.6x

The company showed EPS +$0.69 per share. At the opening of the session the share price went down -1.0% vs S&P500 0.0%

------------------------------------------------

2024-05-30

#reports #RRGB

[Red Robin Gourmet Burgers](https://eninvs.com/all.php?name=RRGB) (Restaurant chain owner) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=RRGB&q=2024 q1&id=784932)
(2024-05-29, After Market Close):

- Revenue -6.9% YoY (vs +6.6% in previous quarter and historical rate +18.0%)
- EBITDA -50.0% YoY (vs +500.0% in previous quarter and historical rate +72.9%)
- EBITDA margin 4.1% decreased compared to 7.7% same period last year
- Net Debt decreased by $26.0 mln over the past reporting period (24.8% of market cap)
- FCF (LTM) +$0.0 bln (positive), 27.7% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 69.6x
- EV/Sales multiple is 0.5x

The company showed EPS -$0.61 per share

------------------------------------------------

2024-05-30

#reports #PSTG

[Pure Storage](https://eninvs.com/all.php?name=PSTG) (IT services provider) reported for 2024 q1
(2024-05-29, After Market Close):

- Revenue +17.7% YoY (vs -2.5% in previous quarter and historical rate +21.6%)
- EBITDA margin -1.2% increased compared to -7.1% same period last year
- Net Debt decreased by $1.5 bln over the past reporting period (8.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 78.1x compared to historical level (75th percentile) of 86.0x
- EV/Sales multiple is 5.6x

------------------------------------------------

2024-05-30

#reports #PATH

[UiPath Inc.](https://eninvs.com/all.php?name=PATH) (Software — Infrastructure) reported for 2024 q1
(2024-05-29, After Market Close):

- Revenue +15.5% YoY (vs +31.1% in previous quarter and historical rate +20.9%)
- EBITDA margin -7.8% increased compared to -9.3% same period last year
- Net Debt decreased by $52.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.7% of market cap
- EV/Sales multiple is 6.1x

------------------------------------------------

2024-05-30

#reports #NCNO

[nCino](https://eninvs.com/all.php?name=NCNO) (Cloud software provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=NCNO&q=2024 q1&id=784924)
(2024-05-29, After Market Close):

- Revenue +12.3% YoY (vs +13.8% in previous quarter and historical rate +31.2%)
- EBITDA +133.3% YoY (vs +600.0% in previous quarter and historical rate +61.1%)
- EBITDA margin 5.5% increased compared to 2.6% same period last year
- Net Debt increased by $36.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 168.1x compared to historical level (75th percentile) of 214.2x
- EV/Sales multiple is 6.8x

The company showed EPS -$0.03 per share

------------------------------------------------

2024-05-30

#reports #CRDO

[Credo Technology Group Holding Ltd](https://eninvs.com/all.php?name=CRDO) (Communication Equipment) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=CRDO&q=2024 q1&id=784921)
(2024-05-29, After Market Close):

- Revenue +90.6% YoY (vs -1.9% in previous quarter and historical rate +12.1%)
- EBITDA margin -24.6% increased compared to -75.0% same period last year
- Net Debt decreased by $1.0 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.9% of market cap
- EV/Sales multiple is 15.1x

------------------------------------------------

2024-05-30

#reports #CPRI

[Capri Limited](https://eninvs.com/all.php?name=CPRI) (Branded clothing producer ) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169947)
(2024-05-29, After Market Close):

- Revenue +287.3% YoY (vs -5.6% in previous quarter and historical rate +41.7%)
- EBITDA -478.6% YoY (vs -51.0% in previous quarter and historical rate -4.2%)
- EBITDA margin -1.0% decreased compared to 1.0% same period last year
- EV/EBITDA multiple is 19.5x compared to historical level (75th percentile) of 13.8x
- EV/Sales multiple is 0.8x

The company showed EPS -$4.03 per share

------------------------------------------------

2024-05-30

#reports #AMSC

[American Superconductor Corporation](https://eninvs.com/all.php?name=AMSC) (Specialty Industrial Machinery) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169948)
(2024-05-29, After Market Close):

- Revenue +31.3% YoY (vs +62.5% in previous quarter and historical rate +19.9%)
- Net Debt decreased by $67.0 mln over the past reporting period (14.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 14.4% of market cap
- EV/Sales multiple is 2.6x

------------------------------------------------

2024-05-30

#reports #AEO

[American Eagle Outfitters](https://eninvs.com/all.php?name=AEO) (Clothing products provider ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=AEO&q=2024 q1&id=784917)
(2024-05-29, Before Market Open):

- Revenue +5.8% YoY (vs +12.2% in previous quarter and historical rate +21.3%)
- EBITDA +63.8% YoY (vs -40.7% in previous quarter and historical rate +55.2%)
- EBITDA margin 11.5% increased compared to 7.4% same period last year
- Net Debt increased by $266.0 mln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$0.2 bln (positive), 4.6% of market cap
- EV/EBITDA multiple is 7.5x compared to historical level (75th percentile) of 8.8x
- EV/Sales multiple is 1.1x

The company showed EPS +$0.34 per share. At the opening of the session the share price went down -1.0% vs S&P500 -0.5%

------------------------------------------------

2024-05-30

#reports #A

[Agilent Technologies](https://eninvs.com/all.php?name=A) (Core bio-analytical and electronic measurement solutions provider ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=A&q=2024 q1&id=784915)
(2024-05-29, After Market Close):

- Revenue -8.4% YoY (vs -5.6% in previous quarter and historical rate +4.8%)
- EBITDA -6.2% YoY (vs -9.5% in previous quarter and historical rate +4.7%)
- EBITDA margin 27.1% increased compared to 26.4% same period last year
- Net Debt increased by $78.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.7 bln (positive), 1.7% of market cap
- EV/EBITDA multiple is 27.2x compared to historical level (75th percentile) of 26.2x
- EV/Sales multiple is 6.7x

The company showed EPS +$1.05 per share

------------------------------------------------

2024-05-30

#reports #AI
@ REITs

[C3.ai](https://eninvs.com/all.php?name=AI) (Software provider ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=AI&q=2024 q1&id=784918)
(2024-05-29, After Market Close):

- Revenue +20.8% YoY (vs +16.4% in previous quarter and historical rate +23.3%)
- EBITDA margin -90.8% increased compared to -100.0% same period last year
- Net Debt decreased by $27.0 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.6% of market cap
- EV/Sales multiple is 7.9x

The company showed EPS -$0.59 per share

------------------------------------------------

2024-05-29

#reports #THR

[Thermon Group](https://eninvs.com/all.php?name=THR) (Specialty Industrial Machinery) reported for 2024 q1
(2024-05-29, Before Market Open):

- Revenue +4.9% YoY (vs +11.5% in previous quarter and historical rate +22.0%)
- EBITDA +21.1% YoY (vs +36.8% in previous quarter and historical rate +59.8%)
- EBITDA margin 18.0% increased compared to 15.6% same period last year
- Net Debt decreased by $35.0 mln over the past reporting period (3.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 6.8% of market cap
- EV/EBITDA multiple is 13.8x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +0.4% vs S&P500 -0.5%

------------------------------------------------

2024-05-29

#reports #DKS

[DICK'S Sporting Goods](https://eninvs.com/all.php?name=DKS) (Sport clothes and equipment seller) reported for 2024 q1
(2024-05-29, Before Market Open):

- Revenue +6.2% YoY (vs +7.8% in previous quarter and historical rate +5.8%)
- EBITDA +3.4% YoY (vs +16.2% in previous quarter and historical rate +9.6%)
- EBITDA margin 14.0% decreased compared to 14.4% same period last year
- Net Debt decreased by $2.5 bln over the past reporting period (6.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 28.6x compared to historical level (75th percentile) of 7.0x
- EV/Sales multiple is 3.2x

At the opening of the session the share price went up +17.0% vs S&P500 -0.5%

------------------------------------------------

2024-05-29

#reports #YY
@ china

[JOYY](https://eninvs.com/all.php?name=YY) (Social media platform) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=YY&q=2024 q1&id=784881)
(2024-05-28, After Market Close):

- Revenue -3.3% YoY (vs -5.8% in previous quarter and historical rate -3.4%)
- EBITDA margin -5.0% has not changed compared to -5.0% same period last year
- Net Debt increased by $186.0 mln over the past reporting period (8.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 8.2% of market cap
- EV/Sales multiple is -0.2x

At the opening of the session the share price went down -7.5% vs S&P500 -0.5%

------------------------------------------------

2024-05-29

#reports #OOMA

[Ooma](https://eninvs.com/all.php?name=OOMA) (Telecom Services) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=OOMA&q=2024 q1&id=651380)
(2024-05-28, After Market Close):

- Revenue +8.8% YoY (vs +10.7% in previous quarter and historical rate +11.7%)
- EBITDA margin -4.8% decreased compared to -1.8% same period last year
- Net Debt decreased by $3.0 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) -$0.0 bln (negative), 10.9% of market cap
- EV/Sales multiple is 0.9x

The company showed EPS -$0.08 per share

------------------------------------------------

2024-05-29

#reports #BOX

[Box](https://eninvs.com/all.php?name=BOX) (Cloud management platform provider ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=BOX&q=2024 q1&id=784671)
(2024-05-28, After Market Close):

- Revenue +5.2% YoY (vs +2.7% in previous quarter and historical rate +10.1%)
- EBITDA +43.5% YoY (vs +2.8% in previous quarter and historical rate +51.4%)
- EBITDA margin 12.5% increased compared to 9.1% same period last year
- Net Debt decreased by $156.0 mln over the past reporting period (4.3% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 33.9x compared to historical level (75th percentile) of 75.9x
- EV/Sales multiple is 5.0x

The company showed EPS +$0.08 per share

------------------------------------------------

2024-05-29

#reports #APPS
@ adtech

[Digital Turbine](https://eninvs.com/all.php?name=APPS) (Application and content management platform ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=APPS&q=2024 q1&id=723546)
(2024-05-28, After Market Close):

- Revenue -20.0% YoY (vs -11.7% in previous quarter and historical rate +40.4%)
- EBITDA -1658.3% YoY (vs -60.0% in previous quarter and historical rate -2.7%)
- EBITDA margin -167.0% decreased compared to 8.6% same period last year
- Net Debt increased by $25.0 mln over the past reporting period (10.9% of market cap)
- FCF (LTM) -$0.0 bln (negative), 5.3% of market cap
- EV/Sales multiple is 1.1x

The company showed EPS -$2.32 per share

------------------------------------------------

2024-05-28

#reports #ESLT

[Elbit Systems](https://eninvs.com/all.php?name=ESLT) (Aerospace and Defense) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ESLT&q=2024 q1&id=784647)
(2024-05-28, Before Market Open):

- Revenue +11.6% YoY (vs +8.0% in previous quarter and historical rate +9.6%)
- EBITDA +7.4% YoY (vs -32.3% in previous quarter and historical rate +13.3%)
- EBITDA margin 9.3% decreased compared to 9.7% same period last year
- Net Debt increased by $178.0 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0.3 bln (negative), 3.0% of market cap
- EV/EBITDA multiple is 18.9x compared to historical level (75th percentile) of 18.7x
- EV/Sales multiple is 1.7x

------------------------------------------------

2024-05-28

#reports #FUTU
@ china , @ saas

[Futu](https://eninvs.com/all.php?name=FUTU) (Capital Markets) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=FUTU&q=2024 q1&id=784648)
(2024-05-28, Before Market Open):

- Revenue +4.1% YoY (vs +4.1% in previous quarter and historical rate +36.8%)
- Net Income -13.2% YoY (vs -8.9% in previous quarter and historical rate +35.2%)
- Net Income margin 39.9% decreased compared to 47.8% same period last year
- P/E multiple is 21.5x compared to historical level (75th percentile) of 20.1x
- P/S multiple is 8.5x
- Price to book: 3.5x

At the opening of the session the share price went up +3.1% vs S&P500 +0.2%

------------------------------------------------

2024-05-28

#reports #SY
@ china

[So-Young International](https://eninvs.com/all.php?name=SY) (Health Information Services) reported for 2024 q1
(2024-05-28, Before Market Open):

- Revenue -2.2% YoY (vs +17.0% in previous quarter and historical rate +1.8%)
- EBITDA margin -4.5% decreased compared to -4.4% same period last year
- Net Debt increased by $9.0 mln over the past reporting period (8.0% of market cap)
- FCF (LTM) -$0.0 bln (negative), 14.3% of market cap
- EV/EBITDA multiple is 44.5x compared to historical level (75th percentile) of 48.0x
- EV/Sales multiple is -0.2x

At the opening of the session the share price went up +4.8% vs S&P500 +0.2%

------------------------------------------------

2024-05-28

#reports #BZUN
@ china

[Baozun](https://eninvs.com/all.php?name=BZUN) ( E-commerce solutions provider) reported for 2024 q1
(2024-05-28, Before Market Open):

- Revenue -0.4% YoY (vs +5.9% in previous quarter and historical rate -3.2%)
- EBITDA margin -5.5% decreased compared to -4.7% same period last year
- Net Debt decreased by $403.0 mln over the past reporting period (215.2% of market cap)
- FCF (LTM) -$0.4 bln (negative), 212.0% of market cap
- EV/Sales multiple is 0.1x

At the opening of the session the share price went up +12.7% vs S&P500 +0.2%

------------------------------------------------

2024-05-25

#reports #TRVG

[Trivago](https://eninvs.com/all.php?name=TRVG) (Internet Content and Information) reported for 2024 q1
(2024-02-06, Before Market Open):

- Revenue -9.0% YoY (vs -12.4% in previous quarter and historical rate +49.5%)
- EBITDA -162.5% YoY (vs -68.4% in previous quarter)
- EBITDA margin -9.9% decreased compared to 14.4% same period last year
- Net Debt increased by $25.0 mln over the past reporting period (3.1% of market cap)
- FCF (LTM) -$0.0 bln (negative), 4.4% of market cap
- EV/Sales multiple is 1.8x

The company showed EPS -$0.12 per share. At the opening of the session the share price went down -1.2% vs S&P500 0.0%

------------------------------------------------

2024-05-25

#reports #QGEN

[QIAGEN](https://eninvs.com/all.php?name=QGEN) (Medicines services provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=QGEN&q=2024 q1&id=771604)
(2024-04-29, After Market Close):

- Revenue -5.4% YoY (vs +2.2% in previous quarter and historical rate -1.1%)
- EBITDA -60.2% YoY (vs +3.8% in previous quarter and historical rate +13.7%)
- EBITDA margin 32.5% decreased compared to 77.1% same period last year
- Net Debt increased by $111.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 16.8x compared to historical level (75th percentile) of 14.8x
- EV/Sales multiple is 5.5x

The company showed EPS +$0.36 per share. At the opening of the session the share price went down -1.9% vs S&P500 -0.2%

------------------------------------------------

2024-05-25

#reports #MESA

[Mesa Air Group](https://eninvs.com/all.php?name=MESA) (Airlines) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169899)
(2024-02-29, After Market Close):

- Revenue -19.0% YoY (vs -9.5% in previous quarter and historical rate +2.6%)
- EBITDA -294.4% YoY (vs -700.0% in previous quarter and historical rate -69.4%)
- EBITDA margin -29.4% decreased compared to 12.2% same period last year
- Net Debt decreased by $40.0 mln over the past reporting period (82.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 361.3% of market cap
- EV/Sales multiple is 1.1x

The company showed EPS -$1.41 per share. At the opening of the session the share price went down -0.4% vs S&P500 +0.1%

------------------------------------------------

2024-05-25

#reports #INFN

[Infinera](https://eninvs.com/all.php?name=INFN) (Communication Equipment) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169909)
(2024-05-14, After Market Close):

- Revenue -21.7% YoY (vs -6.8% in previous quarter and historical rate +4.3%)
- EBITDA -380.0% YoY (vs +24.4% in previous quarter and historical rate +25.4%)
- EBITDA margin -9.1% decreased compared to 2.6% same period last year
- Net Debt increased by $539.0 mln over the past reporting period (43.5% of market cap)
- FCF (LTM) -$0.0 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 28.7x compared to historical level (75th percentile) of 88.7x
- EV/Sales multiple is 1.2x

The company showed EPS -$0.27 per share

------------------------------------------------

2024-05-25

#reports #CENT

[Central Garden & Pet](https://eninvs.com/all.php?name=CENT) (Garden and pet care products supplier) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169904)
(2024-05-08, After Market Close):

- Revenue -1.0% YoY (vs +1.1% in previous quarter and historical rate +3.2%)
- EBITDA +15.0% YoY (vs +36.4% in previous quarter and historical rate -4.9%)
- EBITDA margin 12.8% increased compared to 11.0% same period last year
- EV/EBITDA multiple is 10.3x compared to historical level (75th percentile) of 11.1x
- EV/Sales multiple is 1.0x

The company showed EPS +$0.93 per share. At the opening of the session the share price went up +0.8% vs S&P500 0.0%

------------------------------------------------

2024-05-25

#reports #BKE

[The Buckle](https://eninvs.com/all.php?name=BKE) (Apparel Retail) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=BKE&q=2024 q1&id=781090)
(2024-05-24, Before Market Open):

- Revenue -7.4% YoY (vs -5.0% in previous quarter and historical rate +5.5%)
- EBITDA -18.6% YoY (vs -11.2% in previous quarter and historical rate +3.2%)
- EBITDA margin 18.3% decreased compared to 20.8% same period last year
- Net Debt decreased by $25.0 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 6.4x compared to historical level (75th percentile) of 6.4x
- EV/Sales multiple is 1.5x

The company showed EPS +$0.69 per share. At the opening of the session the share price went down -1.2% vs S&P500 +0.3%

------------------------------------------------

2024-05-25

#reports #BAM

[Brookfield Asset Management](https://eninvs.com/all.php?name=BAM) (Asset Management) reported for 2024 q1
(2023-05-11, Before Market Open):

- Revenue -1.7% YoY (vs +1.3% in previous quarter and historical rate +16.2%)
- Net Income +22.4% YoY (vs +7022.7% in previous quarter and historical rate +62.9%)
- Net Income margin 2.3% increased compared to 1.8% same period last year
- P/E multiple is 3.2x compared to historical level (75th percentile) of 5.2x
- P/S multiple is 0.2x
- Price to book: 7.5x

The company showed EPS +$0.25 per share. At the opening of the session the share price went down -1.0% vs S&P500 -0.1%

------------------------------------------------

2024-05-24

#reports #SMID

[Smith-Midland Corporation](https://eninvs.com/all.php?name=SMID) (Building Materials) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169897)
(2022-05-12, After Market Close):

- Revenue +14.3% YoY (vs +33.3% in previous quarter and historical rate +13.4%)
- EBITDA margin 6.3% decreased compared to 7.1% same period last year
- Net Debt decreased by $3.0 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 44.4x compared to historical level (75th percentile) of 15.1x
- EV/Sales multiple is 3.0x

The company showed EPS +$0.04 per share. At the opening of the session the share price went up +2.7%

------------------------------------------------

2024-05-24

#reports #ROST

[Ross Stores](https://eninvs.com/all.php?name=ROST) (Clothing and accessories seller) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ROST&q=2024 q1&id=782993)
(2024-05-23, After Market Close):

- Revenue +8.1% YoY (vs +15.5% in previous quarter and historical rate +13.1%)
- EBITDA +26.1% YoY (vs +30.2% in previous quarter and historical rate +39.3%)
- EBITDA margin 14.4% increased compared to 12.3% same period last year
- EV/EBITDA multiple is 15.2x compared to historical level (75th percentile) of 18.7x
- EV/Sales multiple is 2.1x

The company showed EPS +$1.46 per share

------------------------------------------------

2024-05-24

#reports #LGF-B

[Lions Gate Entertainment](https://eninvs.com/all.php?name=LGF-B) (Entertainment) reported for 2024 q1:

- Revenue +2.9% YoY (vs -2.5% in previous quarter and historical rate +7.3%)
- EBITDA -9.3% YoY (vs -13.9% in previous quarter and historical rate -0.3%)
- EBITDA margin 30.7% decreased compared to 34.8% same period last year
- Net Debt decreased by $124.0 mln over the past reporting period (5.7% of market cap)
- FCF (LTM) -$0.2 bln (negative), 9.2% of market cap
- EV/EBITDA multiple is 6.0x compared to historical level (75th percentile) of 30.5x
- EV/Sales multiple is 1.1x

The company showed EPS -$0.20 per share

------------------------------------------------

2024-05-24

#reports #INTU

[Intuit](https://eninvs.com/all.php?name=INTU) (Software developer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169873)
(2024-05-23, After Market Close):

- Revenue +11.9% YoY (vs +11.3% in previous quarter and historical rate +24.3%)
- EBITDA +14.1% YoY (vs +38.2% in previous quarter and historical rate +19.5%)
- EBITDA margin 47.7% increased compared to 46.8% same period last year
- Net Debt decreased by $2.9 bln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$1.1 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 46.5x compared to historical level (75th percentile) of 49.9x
- EV/Sales multiple is 11.9x

The company showed EPS +$8.41 per share

------------------------------------------------

2024-05-24

#reports #DOMO

[Domo](https://eninvs.com/all.php?name=DOMO) (Software — Application) reported for 2024 q1
(2024-05-23, After Market Close):

- Revenue +1.3% YoY (vs 0.0% in previous quarter and historical rate +13.4%)
- EBITDA margin -18.8% decreased compared to -17.7% same period last year
- EV/Sales multiple is 1.0x

------------------------------------------------

2024-05-24

#reports #WDAY
@ artificial-intelligence , @ saas

[Workday](https://eninvs.com/all.php?name=WDAY) (Enterprise cloud-based applications provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=WDAY&q=2024 q1&id=782997)
(2024-05-23, After Market Close):

- Revenue +18.2% YoY (vs +16.8% in previous quarter and historical rate +19.1%)
- EBITDA +98.0% YoY (vs +324.5% in previous quarter and historical rate +51.0%)
- EBITDA margin 9.9% increased compared to 5.9% same period last year
- Net Debt increased by $679.0 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$1.3 bln (positive), 2.0% of market cap
- EV/EBITDA multiple is 81.5x compared to historical level (75th percentile) of 170.3x
- EV/Sales multiple is 8.4x

The company showed EPS +$0.40 per share

------------------------------------------------

2024-05-23

#reports #TITN

[Titan Machinery](https://eninvs.com/all.php?name=TITN) (Industrial Distribution) reported for 2024 q1
(2024-05-23, Before Market Open):

- Revenue +10.4% YoY (vs +46.1% in previous quarter and historical rate +28.3%)
- EBITDA -29.5% YoY (vs +53.1% in previous quarter and historical rate +49.6%)
- EBITDA margin 4.9% decreased compared to 7.7% same period last year
- Net Debt decreased by $2.0 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.0 bln (negative), 4.6% of market cap
- EV/EBITDA multiple is 3.2x compared to historical level (75th percentile) of 7.7x
- EV/Sales multiple is 0.2x

At the opening of the session the share price went down -11.3% vs S&P500 +0.6%

------------------------------------------------

2024-05-23

#reports #RL

[Ralph Lauren](https://eninvs.com/all.php?name=RL) (Clothing and accessories manufacturer) reported for 2024 q1
(2024-05-23, Before Market Open):

- Revenue +1.8% YoY (vs +5.6% in previous quarter and historical rate +23.3%)
- EBITDA +72.6% YoY (vs +11.0% in previous quarter and historical rate +56.3%)
- EBITDA margin 10.5% increased compared to 6.2% same period last year
- Net Debt increased by $53.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.6 bln (positive), 5.3% of market cap
- EV/EBITDA multiple is 12.2x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 1.8x

At the opening of the session the share price went up +2.3% vs S&P500 +0.6%

------------------------------------------------

2024-05-23

#reports #YI
@ china

[Yi Technology](https://eninvs.com/all.php?name=YI) (Pharmaceutical Retailers) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=YI&q=2024 q1&id=782920)
(2024-05-23, Before Market Open):

- Revenue -9.1% YoY (vs -3.7% in previous quarter and historical rate +18.2%)
- EBITDA margin 0.4% increased compared to -0.4% same period last year
- Net Debt decreased by $6.0 mln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$0.0 bln (positive), 14.1% of market cap
- EV/Sales multiple is 0.1x

------------------------------------------------

2024-05-23

#reports #WB
@ china

[Weibo](https://eninvs.com/all.php?name=WB) (Social media platform) reported for 2024 q1
(2024-05-23, Before Market Open):

- Revenue -4.6% YoY (vs +3.6% in previous quarter and historical rate +0.8%)
- EBITDA margin -11.1% increased compared to -11.4% same period last year
- EV/EBITDA multiple is 4.8x compared to historical level (75th percentile) of 9.6x
- EV/Sales multiple is 1.0x

At the opening of the session the share price went up +0.8% vs S&P500 +0.6%

------------------------------------------------

2024-05-23

#reports #NTES
@ china

[NetEase](https://eninvs.com/all.php?name=NTES) (IT services and products provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=NTES&q=2024 q1&id=782919)
(2024-05-23, Before Market Open):

- Revenue +2.0% YoY (vs +4.0% in previous quarter and historical rate +8.9%)
- EBITDA -6.2% YoY (vs +40.6% in previous quarter and historical rate +20.6%)
- EBITDA margin 30.5% decreased compared to 33.2% same period last year
- Net Debt decreased by $133.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$2.3 bln (positive), 3.4% of market cap
- EV/EBITDA multiple is 12.0x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 3.5x

------------------------------------------------

2024-05-23

#reports #ZUO

[Zuora](https://eninvs.com/all.php?name=ZUO) (Software developer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ZUO&q=2024 q1&id=782887)
(2024-05-22, After Market Close):

- Revenue +6.8% YoY (vs +7.8% in previous quarter and historical rate +12.2%)
- Net Debt decreased by $33.0 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.8% of market cap
- EV/Sales multiple is 3.0x

The company showed EPS -$0.09 per share

------------------------------------------------

2024-05-23

#reports #VFC

[VF](https://eninvs.com/all.php?name=VFC) (Clothes seller) reported for 2024 q1
(2024-05-22, After Market Close):

- Revenue -13.4% YoY (vs -16.2% in previous quarter and historical rate +9.4%)
- EBITDA margin -12.2% decreased compared to -3.5% same period last year
- Net Debt increased by $6.4 bln over the past reporting period (134.6% of market cap)
- FCF (LTM) -$0.3 bln (negative), 6.3% of market cap
- EV/EBITDA multiple is 47.4x compared to historical level (75th percentile) of 21.3x
- EV/Sales multiple is 1.1x

The company showed EPS -$1.00 per share

------------------------------------------------

2024-05-23

#reports #SNPS

[Synopsys](https://eninvs.com/all.php?name=SNPS) (Electronics design technology provider) reported for 2024 q1
(2024-05-22, After Market Close):

- Revenue +4.3% YoY (vs +21.2% in previous quarter and historical rate +16.1%)
- EBITDA +94.8% YoY (vs +32.8% in previous quarter and historical rate +27.7%)
- EBITDA margin 49.3% increased compared to 26.4% same period last year
- Net Debt decreased by $411.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$1.5 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 42.7x compared to historical level (75th percentile) of 50.4x
- EV/Sales multiple is 14.2x

------------------------------------------------

2024-05-23

#reports #ELF

[e.l.f. Beauty](https://eninvs.com/all.php?name=ELF) (Household and Personal Products) reported for 2024 q1
(2024-05-22, After Market Close):

- Revenue +71.7% YoY (vs +84.4% in previous quarter and historical rate +49.7%)
- EBITDA +107.1% YoY (vs +51.7% in previous quarter and historical rate +88.4%)
- EBITDA margin 9.0% increased compared to 7.5% same period last year
- Net Debt increased by $175.0 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 47.3x compared to historical level (75th percentile) of 64.3x
- EV/Sales multiple is 8.6x

------------------------------------------------

2024-05-23

#reports #SNOW
@ saas

[Snowflake](https://eninvs.com/all.php?name=SNOW) (Cloud-based data storage and analytics service) reported for 2024 q1
(2024-05-22, After Market Close):

- Revenue +32.9% YoY (vs +31.6% in previous quarter and historical rate +67.8%)
- EBITDA margin -43.3% increased compared to -44.6% same period last year
- Net Debt increased by $305.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 0.8% of market cap
- EV/Sales multiple is 16.4x

The company showed EPS -$0.95 per share

------------------------------------------------

2024-05-22

#reports #WSM

[Williams-Sonoma](https://eninvs.com/all.php?name=WSM) (Household goods supplier) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue -5.4% YoY (vs -7.1% in previous quarter and historical rate +2.6%)
- EBITDA +49.4% YoY (vs -0.2% in previous quarter and historical rate +12.1%)
- EBITDA margin 23.0% increased compared to 14.5% same period last year
- Net Debt decreased by $42.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.1 bln (positive), 5.6% of market cap
- EV/EBITDA multiple is 13.5x compared to historical level (75th percentile) of 9.1x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +6.8% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #WOOF

[Petco Health and Wellness Company, Inc.](https://eninvs.com/all.php?name=WOOF) (Specialty Retail) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue -1.7% YoY (vs +6.1% in previous quarter and historical rate +5.1%)
- EBITDA -57.1% YoY (vs -59.4% in previous quarter and historical rate -28.9%)
- EBITDA margin 2.2% decreased compared to 4.9% same period last year
- Net Debt decreased by $4.4 bln over the past reporting period (670.4% of market cap)
- FCF (LTM) -$1.5 bln (negative), 232.3% of market cap
- EV/Sales multiple is 0.8x

At the opening of the session the share price went up +27.8% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #TGT

[Target](https://eninvs.com/all.php?name=TGT) (Shop owner) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue -3.1% YoY (vs +1.7% in previous quarter and historical rate +2.9%)
- EBITDA -2.4% YoY (vs +38.1% in previous quarter and historical rate +7.9%)
- EBITDA margin 7.9% has not changed compared to 7.9% same period last year
- Net Debt decreased by $15.5 bln over the past reporting period (21.5% of market cap)
- FCF (LTM) +$2.0 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 11.7x compared to historical level (75th percentile) of 15.3x
- EV/Sales multiple is 0.8x

At the opening of the session the share price went down -6.7% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #PLAB

[Photronics](https://eninvs.com/all.php?name=PLAB) (Semiconductor Equipment and Materials) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue -5.2% YoY (vs +2.4% in previous quarter and historical rate +13.1%)
- EBITDA -2.5% YoY (vs +2.7% in previous quarter and historical rate +28.0%)
- EBITDA margin 36.4% increased compared to 35.4% same period last year
- EV/EBITDA multiple is 3.8x compared to historical level (75th percentile) of 5.1x
- EV/Sales multiple is 1.8x

At the opening of the session the share price went down -16.2% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #FORTY

[Formula Systems 1985](https://eninvs.com/all.php?name=FORTY) (Information Technology Services) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue +4.2% YoY (vs +0.9% in previous quarter and historical rate +9.7%)
- EBITDA +9.5% YoY (vs 0.0% in previous quarter and historical rate +40.7%)
- EBITDA margin 3.3% increased compared to 3.1% same period last year
- EV/EBITDA multiple is 16.5x compared to historical level (75th percentile) of 19.1x
- EV/Sales multiple is 0.8x

------------------------------------------------

2024-05-22

#reports #BRC

[Brady Corporation](https://eninvs.com/all.php?name=BRC) ( Identification products manufacturer ) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue +1.8% YoY (vs -0.9% in previous quarter and historical rate +23.6%)
- EBITDA 0.0% YoY (vs +7.0% in previous quarter and historical rate +28.2%)
- EBITDA margin 20.7% decreased compared to 21.1% same period last year
- Net Debt increased by $2.0 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 8.0x compared to historical level (75th percentile) of 11.4x
- EV/Sales multiple is 1.4x

At the opening of the session the share price went up +7.7% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #ADI
@ internet-of-things

[Analog Devices](https://eninvs.com/all.php?name=ADI) (Integrated circuits provider ) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169847)
(2024-05-22, Before Market Open):

- Revenue -33.8% YoY (vs -22.7% in previous quarter and historical rate +24.8%)
- EBITDA -46.5% YoY (vs -35.3% in previous quarter and historical rate +34.4%)
- EBITDA margin 42.3% decreased compared to 52.4% same period last year
- EV/EBITDA multiple is 26.8x compared to historical level (75th percentile) of 24.2x
- EV/Sales multiple is 11.2x

At the opening of the session the share price went up +8.2% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #VIPS
@ china

[Vipshop](https://eninvs.com/all.php?name=VIPS) (E-commerce platform) reported for 2024 q1
(2024-05-22, Before Market Open):

- Revenue -4.5% YoY (vs +6.1% in previous quarter and historical rate -0.5%)
- EBITDA +31.6% YoY (vs +46.5% in previous quarter and historical rate +79.9%)
- EBITDA margin 9.5% increased compared to 6.9% same period last year
- Net Debt increased by $218.0 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$1.0 bln (positive), 9.5% of market cap
- EV/EBITDA multiple is 5.7x compared to historical level (75th percentile) of 7.7x
- EV/Sales multiple is 0.4x

At the opening of the session the share price went up +4.5% vs S&P500 0.0%

------------------------------------------------

2024-05-22

#reports #GDS
@ china

[GDS](https://eninvs.com/all.php?name=GDS) (Information Technology Services) reported for 2024 q1
(2024-03-26, Before Market Open):

- Revenue +3.7% YoY (vs +3.2% in previous quarter and historical rate +16.7%)
- EBITDA +2.8% YoY (vs -305.0% in previous quarter and historical rate +1.2%)
- EBITDA margin 40.9% decreased compared to 41.3% same period last year
- Net Debt increased by $143.0 mln over the past reporting period (7.6% of market cap)
- FCF (LTM) -$0.2 bln (negative), 12.8% of market cap
- EV/EBITDA multiple is 50.7x compared to historical level (75th percentile) of 24.0x
- EV/Sales multiple is 5.6x

At the opening of the session the share price went down -5.4% vs S&P500 +0.2%

------------------------------------------------

2024-05-22

#reports #MOD

[Modine Manufacturing Company](https://eninvs.com/all.php?name=MOD) (Auto Parts) reported for 2024 q1
(2024-05-21, After Market Close):

- Revenue -73.7% YoY (vs +0.2% in previous quarter and historical rate +21.0%)
- EBITDA -68.3% YoY (vs +41.5% in previous quarter and historical rate +78.9%)
- EBITDA margin 10.8% increased compared to 8.9% same period last year
- Net Debt increased by $187.0 mln over the past reporting period (3.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 18.8x compared to historical level (75th percentile) of 8.3x
- EV/Sales multiple is 2.3x

------------------------------------------------

2024-05-22

#reports #EDRY

[EuroDry](https://eninvs.com/all.php?name=EDRY) (Marine Shipping) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=6&id=198664)
(2024-05-21, Before Market Open):

- Revenue +27.3% YoY (vs +6.7% in previous quarter and historical rate +48.2%)
- EBITDA +50.0% YoY (vs -36.4% in previous quarter)
- EBITDA margin 21.4% increased compared to 18.2% same period last year
- Net Debt increased by $10.0 mln over the past reporting period (15.2% of market cap)
- FCF (LTM) -$0.0 bln (negative), 33.4% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 3.8x
- EV/Sales multiple is 1.4x

At the opening of the session the share price went down -3.0% vs S&P500 -0.2%

------------------------------------------------

2024-05-22

#reports #XPEV
@ china , @ electric-vehicles

[XPeng](https://eninvs.com/all.php?name=XPEV) (Auto Manufacturers) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=6&id=198515)
(2024-05-21, Before Market Open):

- Revenue +54.5% YoY (vs +146.7% in previous quarter and historical rate +73.5%)
- EBITDA margin -19.7% increased compared to -52.0% same period last year
- Net Debt increased by $5.1 bln over the past reporting period (33.7% of market cap)
- FCF (LTM) -$0.5 bln (negative), 3.1% of market cap
- EV/Sales multiple is 3.2x

At the opening of the session the share price went up +5.3% vs S&P500 -0.2%

------------------------------------------------

2024-05-21

#reports #TRNS

[Transcat](https://eninvs.com/all.php?name=TRNS) (Industrial Distribution) reported for 2024 q1
(2024-05-20, After Market Close):

- Revenue +14.5% YoY (vs +14.0% in previous quarter and historical rate +14.4%)
- EBITDA +55.6% YoY (vs +16.7% in previous quarter and historical rate +32.4%)
- EBITDA margin 19.7% increased compared to 14.5% same period last year
- Net Debt decreased by $16.0 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 30.9x compared to historical level (75th percentile) of 33.1x
- EV/Sales multiple is 3.5x

At the opening of the session the share price went up +10.4% vs S&P500 -0.2%

------------------------------------------------

2024-05-21

#reports #RERE

[ATRenew Inc.](https://eninvs.com/all.php?name=RERE) (Internet Retail) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=RERE&q=2024 q1&id=782448)
(2024-05-20, Before Market Open):

- Revenue +22.1% YoY (vs +27.2% in previous quarter and historical rate +22.5%)
- EBITDA margin -2.0% increased compared to -3.5% same period last year
- Net Debt increased by $76.0 mln over the past reporting period (17.4% of market cap)
- FCF (LTM) -$0.1 bln (negative), 14.6% of market cap
- EV/Sales multiple is 0.1x

------------------------------------------------

2024-05-21

#reports #NDSN

[Nordson](https://eninvs.com/all.php?name=NDSN) (Equipment manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=NDSN&q=2024 q1&id=782446)
(2024-05-20, After Market Close):

- Revenue +0.2% YoY (vs +3.8% in previous quarter and historical rate +6.4%)
- EBITDA +0.5% YoY (vs +12.9% in previous quarter and historical rate +20.9%)
- EBITDA margin 30.9% increased compared to 30.8% same period last year
- Net Debt decreased by $86.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.6 bln (negative), 3.8% of market cap
- EV/EBITDA multiple is 20.8x compared to historical level (75th percentile) of 20.7x
- EV/Sales multiple is 6.3x

------------------------------------------------

2024-05-21

#reports #KEYS

[Keysight Technologies](https://eninvs.com/all.php?name=KEYS) (Test equipment manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=KEYS&q=2024 q1&id=752068)
(2024-05-20, After Market Close):

- Revenue -12.5% YoY (vs -8.8% in previous quarter and historical rate +4.3%)
- EBITDA -39.6% YoY (vs -22.9% in previous quarter and historical rate +2.2%)
- EBITDA margin 20.3% decreased compared to 29.4% same period last year
- Net Debt increased by $69.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.8 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 22.0x compared to historical level (75th percentile) of 20.0x
- EV/Sales multiple is 5.6x

------------------------------------------------

2024-05-21

#reports #HCTI

[Healthcare Triangle, Inc.](https://eninvs.com/all.php?name=HCTI) (Health Information Services) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169811)
(2023-08-07):

- Revenue -60.0% YoY (vs -36.4% in previous quarter and historical rate +0.7%)
- EBITDA margin -25.0% decreased compared to -20.0% same period last year
- EV/Sales multiple is 1.3x

The company showed EPS -$0.42 per share

------------------------------------------------

2024-05-21

#reports #BEEM
@ renewable-energy

[Beam Global](https://eninvs.com/all.php?name=BEEM) (Solar) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=169774)
(2024-05-20, After Market Close):

- Revenue +15.4% YoY (vs +150.0% in previous quarter and historical rate +134.2%)
- EBITDA margin -13.3% increased compared to -30.8% same period last year
- Net Debt increased by $7.0 mln over the past reporting period (7.5% of market cap)
- FCF (LTM) -$0.0 bln (negative), 21.4% of market cap
- EV/Sales multiple is 1.3x

The company showed EPS -$0.21 per share

------------------------------------------------

2024-05-21

#reports #PANW
@ cybersecurity

[Palo Alto Networks](https://eninvs.com/all.php?name=PANW) (Cybersecurity company) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=PANW&q=2024 q1&id=782447)
(2024-05-20, After Market Close):

- Revenue +15.3% YoY (vs +19.3% in previous quarter and historical rate +27.6%)
- EBITDA +60.5% YoY (vs +11.7% in previous quarter and historical rate +90.8%)
- EBITDA margin 13.1% increased compared to 9.4% same period last year
- Net Debt decreased by $172.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.3 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 99.3x compared to historical level (75th percentile) of 524.8x
- EV/Sales multiple is 12.4x

------------------------------------------------

2024-05-21

#reports #ZM
@ cloud-computing , @ saas

[Zoom Video Communications](https://eninvs.com/all.php?name=ZM) (Group video conferencing platform) reported for 2024 q1
(2024-05-20, After Market Close):

- Revenue +3.3% YoY (vs +2.5% in previous quarter and historical rate +12.9%)
- EBITDA +180.4% YoY (vs +26400.0% in previous quarter and historical rate +31.8%)
- EBITDA margin 26.3% increased compared to 9.7% same period last year
- Net Debt decreased by $420.0 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) +$1.8 bln (positive), 9.1% of market cap
- EV/EBITDA multiple is 11.4x compared to historical level (75th percentile) of 40.5x
- EV/Sales multiple is 2.7x

The company showed EPS +$0.69 per share

------------------------------------------------

2024-05-20

#reports #GLBE

[Global-e Online Ltd.](https://eninvs.com/all.php?name=GLBE) (Internet Retail) reported for 2024 q1
(2024-05-20, Before Market Open):

- Revenue +23.7% YoY (vs +32.1% in previous quarter and historical rate +38.1%)
- EBITDA margin -19.9% increased compared to -35.6% same period last year
- Net Debt increased by $19.0 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$1.2 bln (positive), 26.3% of market cap
- EV/Sales multiple is 7.2x

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2024-05-20

#reports #QFIN
@ china , @ finance-and-technology ,

[360 DigiTech](https://eninvs.com/all.php?name=QFIN) (Credit Services) reported for 2024 q1
(2024-05-20, Before Market Open):

- Revenue +9.7% YoY (vs +11.8% in previous quarter and historical rate +5.9%)
- Net Income +19.3% YoY (vs +23.8% in previous quarter and historical rate +4.0%)
- Net Income margin 28.0% increased compared to 25.8% same period last year
- P/E multiple is 10.7x compared to historical level (75th percentile) of 9.0x
- P/S multiple is 2.9x
- Price to book: 2.2x

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2024-05-20

#reports #LI
@ china , @ electric-vehicles

[Li Auto](https://eninvs.com/all.php?name=LI) (Vehicles manufacturer) reported for 2024 q1
(2024-05-20, Before Market Open):

- Revenue +29.8% YoY (vs +129.7% in previous quarter and historical rate +122.8%)
- EBITDA -109.4% YoY (vs +2623.5% in previous quarter and historical rate +86.1%)
- EBITDA margin -0.3% decreased compared to 4.7% same period last year
- Net Debt increased by $1.2 bln over the past reporting period (4.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 16.7x compared to historical level (75th percentile) of 463.5x
- EV/Sales multiple is 1.1x

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