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2024-05-03

#reports #ZEUS

[Olympic Steel](https://eninvs.com/all.php?name=ZEUS) (Steel) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -8.0% YoY (vs -6.0% in previous quarter and historical rate +26.9%)
- EBITDA -4.3% YoY (vs +100.0% in previous quarter and historical rate +43.8%)
- EBITDA margin 4.2% increased compared to 4.0% same period last year
- Net Debt increased by $8.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 7.5% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (75th percentile) of 9.3x
- EV/Sales multiple is 0.5x

The company showed EPS +$0.75 per share

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

2024-05-03

#reports #XRAY

[DENTSPLY SIRONA](https://eninvs.com/all.php?name=XRAY) (Dental materials and equipment manufacturer) reported for 2024 q1
(2024-05-02, Before Market Open):

- Revenue -2.6% YoY (vs +3.0% in previous quarter and historical rate +9.0%)
- EBITDA +155.2% YoY (vs +12.8% in previous quarter and historical rate -1.2%)
- EBITDA margin 7.8% increased compared to 3.0% same period last year
- Net Debt increased by $48.0 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 80.2x compared to historical level (75th percentile) of 174.0x
- EV/Sales multiple is 1.9x

The company showed EPS +$0.09 per share. At the opening of the session the share price went down -2.0% vs S&P500 +0.6%

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2024-05-03

#reports #XPOF

[Xponential Fitness, Inc.](https://eninvs.com/all.php?name=XPOF) (Leisure) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +12.7% YoY (vs +26.8% in previous quarter and historical rate +45.0%)
- EBITDA margin 15.0% increased compared to -4.2% same period last year
- Net Debt increased by $1.5 bln over the past reporting period (360.8% of market cap)
- FCF (LTM) -$1.5 bln (negative), 359.1% of market cap
- EV/EBITDA multiple is 39.6x compared to historical level (75th percentile) of 44.5x
- EV/Sales multiple is 8.7x

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

2024-05-03

#reports #XPEL

[XPEL](https://eninvs.com/all.php?name=XPEL) (Automotive surface protection products manufacturer) reported for 2024 q1
(2024-05-02, Before Market Open):

- Revenue +4.7% YoY (vs +35.9% in previous quarter and historical rate +31.9%)
- EBITDA -35.3% YoY (vs +33.3% in previous quarter and historical rate +31.8%)
- EBITDA margin 12.2% decreased compared to 19.8% same period last year
- Net Debt increased by $29.0 mln over the past reporting period (3.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 14.2x compared to historical level (75th percentile) of 38.5x
- EV/Sales multiple is 2.3x

The company showed EPS +$0.24 per share. At the opening of the session the share price went down -25.6% vs S&P500 +0.6%

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

2024-05-03

#reports #XHR

[Xenia Hotels & Resorts](https://eninvs.com/all.php?name=XHR) (REIT — Hotel and Motel) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -0.7% YoY (vs -3.8% in previous quarter and historical rate +70.6%)
- EBITDA -11.8% YoY (vs -8.6% in previous quarter and historical rate +73.6%)
- EBITDA margin 22.5% decreased compared to 25.3% same period last year
- Net Debt decreased by $1.3 bln over the past reporting period (79.2% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 12.8x compared to historical level (75th percentile) of 27.0x
- EV/Sales multiple is 2.8x

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

2024-05-03

#reports #WSR

[Whitestone REIT](https://eninvs.com/all.php?name=WSR) (REIT — Retail) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167100)
(2024-05-01, After Market Close):

- Revenue +2.8% YoY (vs +8.6% in previous quarter and historical rate +8.2%)
- EBITDA +5.0% YoY (vs -130.4% in previous quarter and historical rate +9.8%)
- EBITDA margin 56.8% increased compared to 55.6% same period last year
- EV/EBITDA multiple is 22.9x compared to historical level (75th percentile) of 30.2x
- EV/Sales multiple is 8.3x

At the opening of the session the share price went up +1.8% vs S&P500 +0.6%

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

2024-05-03

#reports #WSC

[WillScot](https://eninvs.com/all.php?name=WSC) (Warehouse service provider) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +3.9% YoY (vs +3.6% in previous quarter and historical rate +18.1%)
- EBITDA -2.8% YoY (vs -11.9% in previous quarter and historical rate +22.2%)
- EBITDA margin 34.9% decreased compared to 37.3% same period last year
- Net Debt decreased by $61.0 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.6 bln (negative), 8.9% of market cap
- EV/EBITDA multiple is 11.7x compared to historical level (75th percentile) of 14.8x
- EV/Sales multiple is 4.6x

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

2024-05-03

#reports #WRLD

[World Acceptance](https://eninvs.com/all.php?name=WRLD) (Banking service provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=WRLD&q=2024 q1&id=711865)
(2024-05-02, Before Market Open):

- Revenue -1.2% YoY (vs -5.5% in previous quarter and historical rate +3.2%)
- Net Income +34.6% YoY (vs +183.3% in previous quarter)
- Net Income margin 22.0% increased compared to 16.1% same period last year
- P/E multiple is 10.4x compared to historical level (75th percentile) of 15.4x
- P/S multiple is 1.4x
- Price to book: 2.0x

At the opening of the session the share price went up +7.6% vs S&P500 +0.6%

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

2024-05-03

#reports #WK

[Workiva](https://eninvs.com/all.php?name=WK) (Software — Application) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +17.3% YoY (vs +16.0% in previous quarter and historical rate +21.2%)
- EBITDA margin -9.1% increased compared to -29.3% same period last year
- Net Debt decreased by $25.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.7% of market cap
- EV/Sales multiple is 6.6x

The company showed EPS -$0.21 per share. On pre-market the stock shows a growth by +4.8%

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

2024-05-03

#reports #WHD

[Cactus](https://eninvs.com/all.php?name=WHD) (Oil production equipment supplier) reported for 2024 q1
(2024-05-01, After Market Close):

- Revenue +20.2% YoY (vs +46.3% in previous quarter and historical rate +61.6%)
- EBITDA +6.3% YoY (vs +26.8% in previous quarter and historical rate +62.5%)
- EBITDA margin 24.5% decreased compared to 27.6% same period last year
- Net Debt decreased by $59.0 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0.3 bln (positive), 8.0% of market cap
- EV/EBITDA multiple is 10.2x compared to historical level (75th percentile) of 20.6x
- EV/Sales multiple is 2.8x

The company showed EPS +$0.49 per share. At the opening of the session the share price went up +2.2% vs S&P500 +0.6%

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

2024-05-03

#reports #WEN

[Wendys](https://eninvs.com/all.php?name=WEN) (Restaurants) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=166955)
(2024-05-02, Before Market Open):

- Revenue +1.1% YoY (vs +0.7% in previous quarter and historical rate +19.6%)
- EBITDA -28.0% YoY (vs -34.3% in previous quarter and historical rate -7.2%)
- EBITDA margin 15.9% decreased compared to 22.3% same period last year
- Net Debt increased by $3.5 bln over the past reporting period (79.3% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 15.7x
- EV/Sales multiple is 3.6x

The company showed EPS +$0.20 per share. At the opening of the session the share price went up +3.5% vs S&P500 +0.6%

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

2024-05-03

#reports #WCC

[WESCO International](https://eninvs.com/all.php?name=WCC) (Electrical and industrial components supplier) reported for 2024 q1
(2024-05-02, Before Market Open):

- Revenue -3.1% YoY (vs -1.5% in previous quarter and historical rate +19.9%)
- EBITDA -21.2% YoY (vs -15.1% in previous quarter and historical rate +47.6%)
- EBITDA margin 5.8% decreased compared to 7.1% same period last year
- Net Debt decreased by $587.0 mln over the past reporting period (6.8% of market cap)
- FCF (LTM) +$1.1 bln (positive), 13.0% of market cap
- EV/EBITDA multiple is 8.5x compared to historical level (75th percentile) of 11.5x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +2.4% vs S&P500 +0.6%

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2024-05-03

#reports #VRRM

[Verra Mobility](https://eninvs.com/all.php?name=VRRM) (Security and Protection Services) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=VRRM&q=2024 q1&id=775434)
(2024-05-02, After Market Close):

- Revenue +9.4% YoY (vs +13.4% in previous quarter and historical rate +34.6%)
- EBITDA +1.3% YoY (vs -35.1% in previous quarter and historical rate +40.9%)
- EBITDA margin 38.6% decreased compared to 41.7% same period last year
- Net Debt decreased by $15.0 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 6.0% of market cap
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 16.4x
- EV/Sales multiple is 5.9x

On post-market the stock shows a growth by +0.1%

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

2024-05-03

#reports #VREX

[Varex Imaging](https://eninvs.com/all.php?name=VREX) (Components for X-ray detectors manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167075)
(2024-05-02, After Market Close):

- Revenue -9.6% YoY (vs -7.8% in previous quarter and historical rate +6.4%)
- EBITDA -40.0% YoY (vs -39.1% in previous quarter)
- EBITDA margin 5.8% decreased compared to 8.8% same period last year
- Net Debt decreased by $46.0 mln over the past reporting period (7.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 11.7% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 11.6x
- EV/Sales multiple is 1.1x

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

2024-05-03

#reports #VMI

[Valmont Industries](https://eninvs.com/all.php?name=VMI) (Finished metal products manufacturer) reported for 2024 q1
(2024-05-01, After Market Close):

- Revenue -7.9% YoY (vs -65.1% in previous quarter and historical rate +14.6%)
- EBITDA +9.1% YoY (vs -37.1% in previous quarter and historical rate +11.0%)
- EBITDA margin 16.0% increased compared to 13.5% same period last year
- Net Debt increased by $9.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.2% of market cap
- EV/EBITDA multiple is 16.5x compared to historical level (75th percentile) of 16.1x
- EV/Sales multiple is 1.5x

The company showed EPS +$4.32 per share. At the opening of the session the share price went up +8.5% vs S&P500 +0.6%

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

2024-05-03

#reports #VMC

[Vulcan Materials](https://eninvs.com/all.php?name=VMC) (Building aggregates manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=VMC&q=2024 q1&id=775432)
(2024-05-02, Before Market Open):

- Revenue -6.2% YoY (vs +5.9% in previous quarter and historical rate +17.3%)
- EBITDA -7.7% YoY (vs +52.0% in previous quarter and historical rate +11.6%)
- EBITDA margin 20.1% decreased compared to 20.4% same period last year
- Net Debt decreased by $2.6 bln over the past reporting period (7.5% of market cap)
- EV/EBITDA multiple is 18.7x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 4.9x

The company showed EPS +$0.77 per share. At the opening of the session the share price went up +3.4% vs S&P500 +0.6%

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2024-05-03

#reports #UPLD

[Upland Software](https://eninvs.com/all.php?name=UPLD) (Software — Application) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=UPLD&q=2024 q1&id=775429)
(2024-05-02, After Market Close):

- Revenue -7.8% YoY (vs -8.9% in previous quarter and historical rate -0.5%)
- EBITDA margin -105.6% increased compared to -154.5% same period last year
- Net Debt decreased by $110.0 mln over the past reporting period (188.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 392.0% of market cap
- EV/Sales multiple is 4.1x

The company showed EPS -$3.37 per share

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

2024-05-03

#reports #ULCC

[Frontier Group Holdings, Inc.](https://eninvs.com/all.php?name=ULCC) (Airlines) reported for 2024 q1
(2024-05-02, Before Market Open):

- Revenue +2.0% YoY (vs -1.7% in previous quarter and historical rate +45.4%)
- EBITDA margin -1.7% has not changed compared to -1.7% same period last year
- EV/EBITDA multiple is 86.8x compared to historical level (75th percentile) of 42.2x
- EV/Sales multiple is 1.1x

The company showed EPS -$0.12 per share. At the opening of the session the share price went up +13.7% vs S&P500 +0.6%

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2024-05-03

#reports #UEIC

[Universal Electronics](https://eninvs.com/all.php?name=UEIC) ( Innovative products manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=UEIC&q=2024 q1&id=775427)
(2024-05-02, After Market Close):

- Revenue -14.8% YoY (vs -20.3% in previous quarter and historical rate -12.7%)
- EBITDA margin -2.2% increased compared to -50.0% same period last year
- Net Debt increased by $6.0 mln over the past reporting period (4.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 7.6% of market cap
- EV/Sales multiple is 0.4x

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

2024-05-03

#reports #UDMY

[Udemy, Inc.](https://eninvs.com/all.php?name=UDMY) (Education and Training Services) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=UDMY&q=2024 q1&id=775426)
(2024-05-02, After Market Close):

- Revenue +11.9% YoY (vs +15.2% in previous quarter and historical rate +16.8%)
- EBITDA margin -1.0% increased compared to -17.6% same period last year
- Net Debt increased by $44.0 mln over the past reporting period (3.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 3.4% of market cap
- EV/Sales multiple is 1.3x

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

2024-05-03

#reports #TWST

[Twist Bioscience](https://eninvs.com/all.php?name=TWST) (Medical services provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167072)
(2024-05-02, After Market Close):

- Revenue +25.0% YoY (vs +31.5% in previous quarter and historical rate +36.8%)
- EBITDA margin -60.0% increased compared to -96.7% same period last year
- Net Debt increased by $15.0 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 5.1% of market cap
- EV/Sales multiple is 5.8x

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

2024-05-03

#reports #TRUP

[Trupanion](https://eninvs.com/all.php?name=TRUP) (Insurance services provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=TRUP&q=2024 q1&id=775421)
(2024-05-02, After Market Close):

- Revenue +19.5% YoY (vs +20.3% in previous quarter and historical rate +28.9%)
- Net Income margin -2.3% increased compared to -9.8% same period last year
- P/S multiple is 0.8x
- Price to book: 3.2x

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

2024-05-03

#reports #TRGP

[Targa Resources](https://eninvs.com/all.php?name=TRGP) (Energy services provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=TRGP&q=2024 q1&id=775420)
(2024-05-02, Before Market Open):

- Revenue +0.9% YoY (vs -6.9% in previous quarter and historical rate +39.6%)
- EBITDA -15.7% YoY (vs +53.7% in previous quarter and historical rate +70.5%)
- EBITDA margin 21.5% decreased compared to 25.7% same period last year
- Net Debt decreased by $35.6 bln over the past reporting period (138.6% of market cap)
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 28.9x
- EV/Sales multiple is 3.8x

The company showed EPS +$1.23 per share. At the opening of the session the share price went up +0.7% vs S&P500 +0.6%

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2024-05-03

#reports #TPIC

[TPI Composites](https://eninvs.com/all.php?name=TPIC) (Industrial company) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167071)
(2024-05-02, After Market Close):

- Revenue -26.0% YoY (vs -26.1% in previous quarter and historical rate -6.8%)
- EBITDA margin -10.0% decreased compared to -2.0% same period last year
- Net Debt increased by $69.0 mln over the past reporting period (40.2% of market cap)
- FCF (LTM) -$0.4 bln (negative), 204.9% of market cap
- EV/Sales multiple is 0.5x

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

2024-05-03

#reports #TPB

[Turning Point Brands](https://eninvs.com/all.php?name=TPB) (Tobacco products producer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=TPB&q=2024 q1&id=775418)
(2024-05-02, Before Market Open):

- Revenue -4.0% YoY (vs -5.8% in previous quarter and historical rate -2.7%)
- EBITDA +5.3% YoY (vs +31.6% in previous quarter and historical rate +27.4%)
- EBITDA margin 20.6% increased compared to 18.8% same period last year
- Net Debt decreased by $12.0 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 9.9% of market cap
- EV/EBITDA multiple is 9.3x compared to historical level (75th percentile) of 10.4x
- EV/Sales multiple is 2.1x

The company showed EPS +$0.60 per share. At the opening of the session the share price went up +6.1% vs S&P500 +0.6%

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

2024-05-03

#reports #TNDM

[Tandem Diabetes Care](https://eninvs.com/all.php?name=TNDM) (Medical equipment manufacturer) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +13.6% YoY (vs -10.9% in previous quarter and historical rate +14.6%)
- EBITDA margin -19.8% increased compared to -73.4% same period last year
- Net Debt increased by $62.0 mln over the past reporting period (2.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 4.6% of market cap
- EV/Sales multiple is 3.1x

The company showed EPS -$0.65 per share

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

2024-05-03

#reports #TFX

[Teleflex](https://eninvs.com/all.php?name=TFX) (Medical equipment manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=TFX&q=2024 q1&id=775416)
(2024-05-02, Before Market Open):

- Revenue +3.8% YoY (vs +2.1% in previous quarter and historical rate +6.1%)
- EBITDA -91.7% YoY (vs -32.9% in previous quarter and historical rate -2.7%)
- EBITDA margin 1.5% decreased compared to 18.7% same period last year
- Net Debt decreased by $67.0 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 24.3x compared to historical level (75th percentile) of 21.0x
- EV/Sales multiple is 3.7x

The company showed EPS +$0.32 per share. At the opening of the session the share price went down -1.5% vs S&P500 +0.6%

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

2024-05-03

#reports #SUP

[Superior Industries International](https://eninvs.com/all.php?name=SUP) (Auto Parts) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=SUP&q=2024 q1&id=775411)
(2024-05-02, Before Market Open):

- Revenue -17.1% YoY (vs -61.7% in previous quarter and historical rate +17.9%)
- EBITDA -42.1% YoY (vs -95.2% in previous quarter and historical rate -2.6%)
- EBITDA margin 7.0% decreased compared to 10.0% same period last year
- Net Debt increased by $255.0 mln over the past reporting period (227.9% of market cap)
- EV/EBITDA multiple is 14.1x compared to historical level (75th percentile) of 3.9x
- EV/Sales multiple is 0.3x

At the opening of the session the share price went down -4.3% vs S&P500 +0.6%

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

2024-05-03

#reports #SSTK

[Shutterstock](https://eninvs.com/all.php?name=SSTK) (Photo and video sharing platform) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167137)
(2024-05-02, Before Market Open):

- Revenue -0.5% YoY (vs -0.5% in previous quarter and historical rate +8.5%)
- EBITDA -35.6% YoY (vs -15.4% in previous quarter and historical rate -5.6%)
- EBITDA margin 17.8% decreased compared to 27.4% same period last year
- Net Debt increased by $28.0 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) -$0.0 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 11.7x compared to historical level (75th percentile) of 18.1x
- EV/Sales multiple is 1.7x

At the opening of the session the share price went up +5.2% vs S&P500 +0.6%

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

2024-05-03

#reports #SMMF

[Summit Financial Group](https://eninvs.com/all.php?name=SMMF) (Banks — Regional) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167281)
(2024-04-25, Before Market Open):

- Revenue +17.6% YoY (vs +20.6% in previous quarter and historical rate +11.5%)
- Net Income +21.4% YoY (vs +13.3% in previous quarter and historical rate +25.9%)
- Net Income margin 42.5% increased compared to 41.2% same period last year
- P/E multiple is 5.7x compared to historical level (75th percentile) of 7.0x
- P/S multiple is 2.0x
- Price to book: 0.7x

The company showed EPS +$1.16 per share. At the opening of the session the share price went down -0.8% vs S&P500 -1.0%

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

2024-05-03

#reports #SGHT

[Sight Sciences, Inc.](https://eninvs.com/all.php?name=SGHT) (Medical Devices) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=SGHT&q=2024 q1&id=775397)
(2024-05-02, After Market Close):

- Revenue 0.0% YoY (vs -9.5% in previous quarter and historical rate +41.8%)
- EBITDA margin -73.7% increased compared to -89.5% same period last year
- Net Debt increased by $13.0 mln over the past reporting period (4.8% of market cap)
- FCF (LTM) -$0.0 bln (negative), 16.0% of market cap
- EV/Sales multiple is 2.2x

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

2024-05-03

#reports #SAMG

[Silvercrest Asset Management Group](https://eninvs.com/all.php?name=SAMG) (Asset Management) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167096)
(2024-05-03, Before Market Open):

- Revenue +3.4% YoY (vs +3.6% in previous quarter and historical rate +4.0%)
- Net Income 0.0% YoY (vs -133.3% in previous quarter)
- Net Income margin 16.7% decreased compared to 17.2% same period last year
- P/E multiple is 9.8x compared to historical level (75th percentile) of 11.4x
- P/S multiple is 1.2x
- Price to book: 1.7x

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

2024-05-03

#reports #RYAN

[Ryan Specialty Holdings, Inc.](https://eninvs.com/all.php?name=RYAN) (Insurance — Specialty) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=RYAN&q=2024 q1&id=775390)
(2024-05-02, After Market Close):

- Revenue +20.5% YoY (vs +22.5% in previous quarter and historical rate +20.5%)
- Net Income +13.9% YoY (vs +28.3% in previous quarter and historical rate +13.5%)
- Net Income margin 7.4% decreased compared to 7.9% same period last year
- P/E multiple is 28.8x compared to historical level (75th percentile) of 26.6x
- P/S multiple is 2.6x
- Price to book: 10.3x

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

2024-05-03

#reports #RMAX

[RE/MAX](https://eninvs.com/all.php?name=RMAX) (Real estate franchise service provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167134)
(2024-05-02, After Market Close):

- Revenue -8.2% YoY (vs -4.9% in previous quarter and historical rate +7.9%)
- EBITDA -20.0% YoY (vs -111.8% in previous quarter and historical rate +7.7%)
- EBITDA margin 15.4% decreased compared to 17.6% same period last year
- Net Debt decreased by $5.0 mln over the past reporting period (3.8% of market cap)
- FCF (LTM) +$0.0 bln (positive), 25.7% of market cap
- EV/EBITDA multiple is 0.5x compared to historical level (75th percentile) of 14.3x
- EV/Sales multiple is 0.0x

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

2024-05-03

#reports #REZI

[Resideo Technologies](https://eninvs.com/all.php?name=REZI) (Smart home device manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167065)
(2024-05-02, After Market Close):

- Revenue +125.8% YoY (vs +114.9% in previous quarter and historical rate +17.2%)
- EBITDA +7.8% YoY (vs +78.9% in previous quarter and historical rate +32.9%)
- EBITDA margin 10.2% decreased compared to 21.4% same period last year
- Net Debt increased by $31.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 11.1% of market cap
- EV/EBITDA multiple is 5.6x compared to historical level (75th percentile) of 8.5x
- EV/Sales multiple is 0.5x

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

2024-05-03

#reports #RARE

[Ultragenyx Pharmaceutical](https://eninvs.com/all.php?name=RARE) (Medicines developer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=RARE&q=2024 q1&id=775383)
(2024-05-02, After Market Close):

- Revenue +9.0% YoY (vs +23.3% in previous quarter and historical rate +11.4%)
- EBITDA margin -155.0% increased compared to -158.0% same period last year
- Net Debt increased by $208.0 mln over the past reporting period (6.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 4.8% of market cap
- EV/Sales multiple is 5.6x

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

2024-05-03

#reports #POST

[Post](https://eninvs.com/all.php?name=POST) (Consumer packaged goods provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=POST&q=2024 q1&id=775378)
(2024-05-02, After Market Close):

- Revenue +23.4% YoY (vs +25.5% in previous quarter and historical rate +11.7%)
- EBITDA +6.9% YoY (vs +22.1% in previous quarter and historical rate +13.7%)
- EBITDA margin 40.6% decreased compared to 46.9% same period last year
- Net Debt decreased by $44.0 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.9 bln (negative), 15.1% of market cap
- EV/EBITDA multiple is 10.5x compared to historical level (75th percentile) of 12.4x
- EV/Sales multiple is 2.1x

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

2024-05-03

#reports #PLPC

[Preformed Line Products Company](https://eninvs.com/all.php?name=PLPC) (Electrical Equipment and Parts) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167019)
(2024-05-01, After Market Close):

- Revenue -22.5% YoY (vs -14.1% in previous quarter and historical rate +10.4%)
- EBITDA -48.5% YoY (vs -61.3% in previous quarter and historical rate +25.0%)
- EBITDA margin 12.1% decreased compared to 18.1% same period last year
- Net Debt increased by $2.0 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.0 bln (positive), 6.8% of market cap
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 7.0x
- EV/Sales multiple is 1.0x

At the opening of the session the share price went down -3.2% vs S&P500 +0.6%

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

2024-05-03

#reports #PLMR

[Palomar](https://eninvs.com/all.php?name=PLMR) (Insurance — Property and Casualty) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=PLMR&q=2024 q1&id=775376)
(2024-05-02, After Market Close):

- Revenue +33.7% YoY (vs +18.0% in previous quarter and historical rate +32.4%)
- Net Income +52.9% YoY (vs +36.8% in previous quarter and historical rate +62.3%)
- Net Income margin 21.8% increased compared to 19.1% same period last year
- P/E multiple is 22.0x compared to historical level (75th percentile) of 42.9x
- P/S multiple is 4.8x
- Price to book: 4.1x

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

2024-05-03

#reports #OTEX

[Open Text](https://eninvs.com/all.php?name=OTEX) (Software — Application) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +16.2% YoY (vs +71.1% in previous quarter and historical rate +23.9%)
- EBITDA +172.6% YoY (vs -10.3% in previous quarter and historical rate +13.7%)
- EBITDA margin 17.9% increased compared to 7.6% same period last year
- Net Debt decreased by $308.0 mln over the past reporting period (3.2% of market cap)
- FCF (LTM) +$0.7 bln (positive), 7.4% of market cap
- EV/EBITDA multiple is 12.8x compared to historical level (75th percentile) of 15.9x
- EV/Sales multiple is 2.9x

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

2024-05-03

#reports #OSPN

[OneSpan](https://eninvs.com/all.php?name=OSPN) (Software — Infrastructure) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167131)
(2024-03-06, After Market Close):

- Revenue +12.1% YoY (vs +10.5% in previous quarter and historical rate +5.1%)
- EBITDA margin 10.8% increased compared to 1.7% same period last year
- Net Debt decreased by $22.0 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) -$0.0 bln (negative), 9.1% of market cap
- EV/Sales multiple is 1.6x

The company showed EPS +$0.35 per share. At the opening of the session the share price went up +25.3% vs S&P500 +1.2%

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

2024-05-03

#reports #OPEN

[Opendoor Technologies](https://eninvs.com/all.php?name=OPEN) (Real Estate Services) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167062)
(2024-05-02, After Market Close):

- Revenue -62.1% YoY (vs -69.5% in previous quarter and historical rate +20.0%)
- EBITDA margin -6.2% decreased compared to -3.3% same period last year
- Net Debt increased by $77.0 mln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$0.5 bln (positive), 35.9% of market cap
- EV/Sales multiple is 0.2x

The company showed EPS -$0.16 per share

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

2024-05-03

#reports #OLED

[Universal Display](https://eninvs.com/all.php?name=OLED) (OLED research company) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167060)
(2024-05-02, After Market Close):

- Revenue +26.9% YoY (vs -6.5% in previous quarter and historical rate +16.4%)
- EBITDA +41.2% YoY (vs -50.3% in previous quarter and historical rate +23.4%)
- EBITDA margin 43.6% increased compared to 39.2% same period last year
- Net Debt decreased by $25.0 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 25.6x compared to historical level (75th percentile) of 26.7x
- EV/Sales multiple is 11.3x

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

2024-05-03

#reports #OEC

[Orion Engineered Carbons](https://eninvs.com/all.php?name=OEC) (Specialty Chemicals) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=OEC&q=2024 q1&id=775356)
(2024-05-02, After Market Close):

- Revenue +0.4% YoY (vs +1.3% in previous quarter and historical rate +21.9%)
- EBITDA -20.8% YoY (vs -25.0% in previous quarter and historical rate +22.5%)
- EBITDA margin 15.9% decreased compared to 20.2% same period last year
- Net Debt decreased by $7.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.0 bln (positive), 3.4% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (75th percentile) of 7.2x
- EV/Sales multiple is 1.2x

The company showed EPS +$0.45 per share

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

2024-05-03

#reports #NR

[Newpark Resources](https://eninvs.com/all.php?name=NR) (Oil and Gas Equipment and Services) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -15.5% YoY (vs -25.3% in previous quarter and historical rate +18.7%)
- EBITDA +5.6% YoY (vs -53.8% in previous quarter and historical rate +77.7%)
- EBITDA margin 11.2% increased compared to 9.0% same period last year
- Net Debt increased by $3.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.0 bln (positive), 6.5% of market cap
- EV/EBITDA multiple is 9.9x compared to historical level (75th percentile) of 16.1x
- EV/Sales multiple is 0.9x

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

2024-05-03

#reports #MTSI

[MACOM Technology Solutions](https://eninvs.com/all.php?name=MTSI) (Semiconductors) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167058)
(2024-05-02, Before Market Open):

- Revenue +7.1% YoY (vs -12.8% in previous quarter and historical rate +11.9%)
- EBITDA -32.7% YoY (vs -51.0% in previous quarter and historical rate +12.0%)
- EBITDA margin 18.2% decreased compared to 29.0% same period last year
- Net Debt increased by $4.0 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 42.5x compared to historical level (75th percentile) of 32.9x
- EV/Sales multiple is 8.7x

The company showed EPS +$0.20 per share. At the opening of the session the share price went up +1.2% vs S&P500 +0.6%

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

2024-05-03

#reports #MTRN

[Materion Corporation](https://eninvs.com/all.php?name=MTRN) (Engineering materials manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=MTRN&q=2024 q1&id=775038)
(2024-05-01, After Market Close):

- Revenue -13.1% YoY (vs -3.2% in previous quarter and historical rate +10.1%)
- EBITDA -26.9% YoY (vs -29.3% in previous quarter and historical rate +62.0%)
- EBITDA margin 9.9% decreased compared to 11.7% same period last year
- EV/EBITDA multiple is 13.3x compared to historical level (75th percentile) of 19.0x
- EV/Sales multiple is 1.4x

The company showed EPS +$0.64 per share. At the opening of the session the share price went down -5.1% vs S&P500 +0.6%

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

2024-05-03

#reports #MSI

[Motorola Solutions](https://eninvs.com/all.php?name=MSI) (Telecom equipment supplier) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +10.0% YoY (vs +5.2% in previous quarter and historical rate +10.9%)
- EBITDA +21.1% YoY (vs +2.9% in previous quarter and historical rate +14.8%)
- EBITDA margin 25.2% increased compared to 22.9% same period last year
- Net Debt increased by $523.0 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 22.3x compared to historical level (75th percentile) of 23.4x
- EV/Sales multiple is 6.0x

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

2024-05-03

#reports #MODV

[ModivCare](https://eninvs.com/all.php?name=MODV) (Health care provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=MODV&q=2024 q1&id=775337)
(2024-05-02, After Market Close):

- Revenue +3.3% YoY (vs +7.5% in previous quarter and historical rate +26.1%)
- EBITDA -29.4% YoY (vs +27.3% in previous quarter and historical rate -10.4%)
- EBITDA margin 3.5% decreased compared to 5.1% same period last year
- Net Debt increased by $1.0 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 36.5% of market cap
- EV/Sales multiple is 0.5x

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

2024-05-03

#reports #MNST

[Monster Beverage](https://eninvs.com/all.php?name=MNST) (Energy drink supplier) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=MNST&q=2024 q1&id=775335)
(2024-05-02, After Market Close):

- Revenue +11.8% YoY (vs +14.3% in previous quarter and historical rate +15.6%)
- EBITDA +11.4% YoY (vs +9.8% in previous quarter and historical rate +7.2%)
- EBITDA margin 29.3% has not changed compared to 29.4% same period last year
- Net Debt decreased by $308.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.5 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 11.8x compared to historical level (75th percentile) of 54.4x
- EV/Sales multiple is 3.3x

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

2024-05-03

#reports #LYV

[Live Nation Entertainment](https://eninvs.com/all.php?name=LYV) (Entertainment services provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167055)
(2024-05-02, After Market Close):

- Revenue +21.5% YoY (vs +36.1% in previous quarter and historical rate +114.8%)
- EBITDA -56.8% YoY (vs +122.9% in previous quarter and historical rate +115.9%)
- EBITDA margin 3.2% decreased compared to 8.9% same period last year
- Net Debt decreased by $3.7 bln over the past reporting period (18.4% of market cap)
- FCF (LTM) -$1.0 bln (negative), 5.2% of market cap
- EV/EBITDA multiple is 15.8x compared to historical level (75th percentile) of 22.1x
- EV/Sales multiple is 1.0x

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

2024-05-03

#reports #LOCO

[El Pollo Loco](https://eninvs.com/all.php?name=LOCO) (Restaurants) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +0.9% YoY (vs -3.4% in previous quarter and historical rate +3.2%)
- EBITDA +27.3% YoY (vs -45.0% in previous quarter and historical rate +2.4%)
- EBITDA margin 12.1% increased compared to 9.6% same period last year
- Net Debt decreased by $2.0 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 8.1x
- EV/Sales multiple is 0.6x

The company showed EPS +$0.19 per share

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

2024-05-03

#reports #LMAT

[LeMaitre Vascular](https://eninvs.com/all.php?name=LMAT) (Medical equipment manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=LMAT&q=2024 q1&id=775321)
(2024-05-02, After Market Close):

- Revenue +12.8% YoY (vs +19.5% in previous quarter and historical rate +15.2%)
- EBITDA +40.0% YoY (vs +30.0% in previous quarter and historical rate +13.9%)
- EBITDA margin 26.4% increased compared to 21.3% same period last year
- Net Debt decreased by $3.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.7% of market cap
- EV/EBITDA multiple is 27.4x compared to historical level (75th percentile) of 29.7x
- EV/Sales multiple is 7.0x

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

2024-05-03

#reports #LASR

[nLight](https://eninvs.com/all.php?name=LASR) (Semiconductor laser products manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=LASR&q=2024 q1&id=775318)
(2024-05-02, After Market Close):

- Revenue -16.7% YoY (vs -8.8% in previous quarter and historical rate -4.8%)
- EBITDA margin -22.2% decreased compared to -7.4% same period last year
- Net Debt decreased by $8.0 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$0.0 bln (positive), 2.6% of market cap
- EV/Sales multiple is 2.2x

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

2024-05-03

#reports #KWR

[Quaker Chemical Corporation](https://eninvs.com/all.php?name=KWR) (Chemicals manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=KWR&q=2024 q1&id=775315)
(2024-05-02, After Market Close):

- Revenue -6.0% YoY (vs -3.7% in previous quarter and historical rate +10.7%)
- EBITDA +8.6% YoY (vs +6800.0% in previous quarter and historical rate +14.6%)
- EBITDA margin 16.2% increased compared to 14.0% same period last year
- Net Debt increased by $13.0 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.3% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 2.1x

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

2024-05-03

#reports #ISTR

[Investar Corporation](https://eninvs.com/all.php?name=ISTR) (Banks — Regional) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167392)
(2024-04-22, Before Market Open):

- Revenue -5.0% YoY (vs -18.2% in previous quarter and historical rate -4.1%)
- Net Income +25.0% YoY (vs -55.6% in previous quarter and historical rate +19.2%)
- Net Income margin 26.3% increased compared to 20.0% same period last year
- P/E multiple is 8.8x compared to historical level (75th percentile) of 11.4x
- P/S multiple is 2.2x
- Price to book: 0.7x

The company showed EPS +$0.48 per share. At the opening of the session the share price went up +1.3% vs S&P500 +0.4%

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

2024-05-03

#reports #IRTC

[iRhythm Technologies](https://eninvs.com/all.php?name=IRTC) (Medical device manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=IRTC&q=2024 q1&id=775303)
(2024-05-02, After Market Close):

- Revenue +18.9% YoY (vs +17.7% in previous quarter and historical rate +24.2%)
- EBITDA margin -22.0% increased compared to -27.0% same period last year
- Net Debt increased by $172.0 mln over the past reporting period (5.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 6.4% of market cap
- EV/Sales multiple is 6.8x

The company showed EPS -$1.47 per share

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

2024-05-03

#reports #IR

[Ingersoll Rand](https://eninvs.com/all.php?name=IR) (Vacuum system manufacturer) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +2.5% YoY (vs +12.1% in previous quarter and historical rate +8.5%)
- EBITDA +21.8% YoY (vs +21.8% in previous quarter and historical rate +23.0%)
- EBITDA margin 19.1% increased compared to 16.1% same period last year
- Net Debt increased by $139.0 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.4 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 29.7x compared to historical level (75th percentile) of 26.1x
- EV/Sales multiple is 5.6x

The company showed EPS +$0.50 per share

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

2024-05-03

#reports #ILMN

[Illumina](https://eninvs.com/all.php?name=ILMN) (Genetic diversity analysis systems developer) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -1.0% YoY (vs +3.6% in previous quarter and historical rate +11.9%)
- EBITDA margin -5.4% decreased compared to -1.0% same period last year
- Net Debt increased by $1.1 bln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 231.0x compared to historical level (75th percentile) of 108.4x
- EV/Sales multiple is 4.6x

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

2024-05-03

#reports #HOLX

[Hologic](https://eninvs.com/all.php?name=HOLX) (Medical equipment provider) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -0.8% YoY (vs -5.7% in previous quarter and historical rate -6.8%)
- EBITDA -49.5% YoY (vs -34.5% in previous quarter and historical rate -27.7%)
- EBITDA margin 20.6% decreased compared to 40.5% same period last year
- Net Debt decreased by $256.0 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0.5 bln (positive), 3.1% of market cap
- EV/EBITDA multiple is 24.3x compared to historical level (75th percentile) of 16.3x
- EV/Sales multiple is 4.6x

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

2024-05-03

#reports #GTIM

[Good Times Restaurants](https://eninvs.com/all.php?name=GTIM) (Restaurants) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167048)
(2024-05-02, After Market Close):

- Revenue 0.0% YoY (vs 0.0% in previous quarter and historical rate +27.9%)
- EBITDA 0.0% YoY (vs 0.0% in previous quarter and historical rate -3.5%)
- EBITDA margin 8.6% has not changed compared to 8.6% same period last year
- Net Debt decreased by $1.0 mln over the past reporting period (3.4% of market cap)
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 14.8x
- EV/Sales multiple is 0.5x

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

2024-05-03

#reports #GEL

[Genesis Energy](https://eninvs.com/all.php?name=GEL) (Oil and Gas Midstream) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=166995)
(2024-05-02, Before Market Open):

- Revenue -2.7% YoY (vs +8.4% in previous quarter and historical rate +21.3%)
- EBITDA +18.7% YoY (vs -20.5% in previous quarter and historical rate +73.0%)
- EBITDA margin 19.0% increased compared to 15.5% same period last year
- Net Debt increased by $84.0 mln over the past reporting period (5.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 24.2% of market cap
- EV/EBITDA multiple is 9.0x compared to historical level (75th percentile) of 11.2x
- EV/Sales multiple is 1.8x

The company showed EPS -$0.09 per share

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

2024-05-03

#reports #GDDY

[GoDaddy](https://eninvs.com/all.php?name=GDDY) (Cloud product developer) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +6.9% YoY (vs +5.8% in previous quarter and historical rate +8.2%)
- EBITDA +79.0% YoY (vs -47.2% in previous quarter and historical rate +45.5%)
- EBITDA margin 19.2% increased compared to 11.5% same period last year
- Net Debt decreased by $176.0 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.2 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 25.8x compared to historical level (75th percentile) of 26.0x
- EV/Sales multiple is 4.8x

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

2024-05-03

#reports #FOXF

[Fox Factory](https://eninvs.com/all.php?name=FOXF) (Shock absorber manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=FOXF&q=2024 q1&id=775263)
(2024-05-02, After Market Close):

- Revenue -16.8% YoY (vs -18.8% in previous quarter and historical rate +15.7%)
- EBITDA -52.5% YoY (vs -64.4% in previous quarter and historical rate +6.4%)
- EBITDA margin 8.7% decreased compared to 15.3% same period last year
- Net Debt decreased by $715.0 mln over the past reporting period (43.5% of market cap)
- FCF (LTM) +$0.3 bln (positive), 19.7% of market cap
- EV/EBITDA multiple is 8.5x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 1.1x

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

2024-05-03

#reports #FND

[Floor & Decor](https://eninvs.com/all.php?name=FND) (Flooring seller) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167046)
(2024-05-02, After Market Close):

- Revenue -2.2% YoY (vs +321.2% in previous quarter and historical rate +37.5%)
- EBITDA -18.3% YoY (vs +281.8% in previous quarter and historical rate +45.8%)
- EBITDA margin 10.6% decreased compared to 12.7% same period last year
- Net Debt increased by $15.0 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 23.1x
- EV/Sales multiple is 1.8x

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

2024-05-03

#reports #EVC

[Entravision Communications Corporation](https://eninvs.com/all.php?name=EVC) (Broadcasting) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167043)
(2024-05-02, After Market Close):

- Revenue +15.9% YoY (vs +8.1% in previous quarter and historical rate +63.5%)
- EBITDA -476.9% YoY (vs -169.2% in previous quarter and historical rate -9.1%)
- EBITDA margin -17.7% decreased compared to 5.4% same period last year
- Net Debt decreased by $43.0 mln over the past reporting period (21.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 30.1% of market cap
- EV/Sales multiple is 0.3x

The company showed EPS -$0.55 per share

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

2024-05-03

#reports #ETSY

[Etsy](https://eninvs.com/all.php?name=ETSY) (E-commerce services) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=166964)
(2024-05-01, After Market Close):

- Revenue +0.8% YoY (vs +4.3% in previous quarter and historical rate +10.6%)
- EBITDA -5.9% YoY (vs -14.8% in previous quarter and historical rate -17.7%)
- EBITDA margin 14.7% decreased compared to 15.8% same period last year
- Net Debt increased by $106.0 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 22.9x compared to historical level (75th percentile) of 40.1x
- EV/Sales multiple is 3.0x

The company showed EPS +$0.47 per share. At the opening of the session the share price went down -16.0% vs S&P500 +0.6%

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

2024-05-03

#reports #EB

[Eventbrite](https://eninvs.com/all.php?name=EB) (Software — Application) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +10.3% YoY (vs +22.2% in previous quarter and historical rate +63.9%)
- EBITDA margin -4.7% increased compared to -12.8% same period last year
- Net Debt decreased by $50.0 mln over the past reporting period (9.1% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.1% of market cap
- EV/Sales multiple is 0.7x

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

2024-05-03

#reports #DVA

[DaVita](https://eninvs.com/all.php?name=DVA) (Medical services provider) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167040)
(2024-05-02, After Market Close):

- Revenue +6.9% YoY (vs +7.9% in previous quarter and historical rate +2.3%)
- EBITDA +8.4% YoY (vs +30.0% in previous quarter and historical rate +4.7%)
- EBITDA margin 17.3% increased compared to 17.1% same period last year
- Net Debt decreased by $12.4 bln over the past reporting period (92.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 10.8x compared to historical level (75th percentile) of 11.1x
- EV/Sales multiple is 2.1x

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

2024-05-03

#reports #DRH

[DiamondRock Hospitality Company](https://eninvs.com/all.php?name=DRH) (REIT — Hotel and Motel) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=DRH&q=2024 q1&id=775242)
(2024-05-02, After Market Close):

- Revenue +4.9% YoY (vs +3.5% in previous quarter and historical rate +84.8%)
- EBITDA -1.6% YoY (vs +5.0% in previous quarter and historical rate +112.7%)
- EBITDA margin 23.4% decreased compared to 25.0% same period last year
- Net Debt decreased by $1.2 bln over the past reporting period (63.3% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 14.7x
- EV/Sales multiple is 2.8x

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

2024-05-03

#reports #CW

[Curtiss-Wright Corporation](https://eninvs.com/all.php?name=CW) ( Engineered products manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=CW&q=2024 q1&id=774926)
(2024-05-01, After Market Close):

- Revenue +13.0% YoY (vs +3.7% in previous quarter and historical rate +7.3%)
- EBITDA +12.6% YoY (vs +1.9% in previous quarter and historical rate +17.4%)
- EBITDA margin 26.4% has not changed compared to 26.5% same period last year
- Net Debt increased by $62.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.6 bln (positive), 6.0% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (75th percentile) of 16.0x
- EV/Sales multiple is 3.7x

The company showed EPS +$1.99 per share. At the opening of the session the share price went up +0.4% vs S&P500 +0.6%

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

2024-05-03

#reports #CSTL

[Castle Biosciences](https://eninvs.com/all.php?name=CSTL) (Cancer diseases) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167036)
(2024-05-02, After Market Close):

- Revenue +73.8% YoY (vs +73.7% in previous quarter and historical rate +55.9%)
- EBITDA margin -2.7% increased compared to -69.0% same period last year
- EV/Sales multiple is 2.1x

The company showed EPS -$0.09 per share

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

2024-05-03

#reports #CLFD

[Clearfield](https://eninvs.com/all.php?name=CLFD) (Communication Equipment) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -48.6% YoY (vs -60.5% in previous quarter and historical rate +34.1%)
- EBITDA -169.2% YoY (vs -142.1% in previous quarter and historical rate +36.0%)
- EBITDA margin -24.3% decreased compared to 18.1% same period last year
- Net Debt increased by $19.0 mln over the past reporting period (4.1% of market cap)
- FCF (LTM) +$0.0 bln (positive), 1.5% of market cap
- EV/Sales multiple is 1.9x

The company showed EPS -$404.05 per share

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

2024-05-03

#reports #CERS

[Cerus](https://eninvs.com/all.php?name=CERS) (Medical Devices) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +22.6% YoY (vs +6.8% in previous quarter and historical rate +13.6%)
- EBITDA margin -21.1% increased compared to -45.2% same period last year
- Net Debt decreased by $2.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.0 bln (negative), 10.6% of market cap
- EV/Sales multiple is 2.1x

The company showed EPS -$0.05 per share

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

2024-05-03

#reports #CDXS

[Codexis](https://eninvs.com/all.php?name=CDXS) (Biotechnology) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +30.8% YoY (vs -10.0% in previous quarter and historical rate +15.8%)
- EBITDA margin -52.9% increased compared to -161.5% same period last year
- Net Debt increased by $7.0 mln over the past reporting period (3.2% of market cap)
- FCF (LTM) -$0.0 bln (negative), 8.3% of market cap
- EV/Sales multiple is 2.4x

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

2024-05-03

#reports #BOOM

[DMC Global](https://eninvs.com/all.php?name=BOOM) (Technology company) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167032)
(2024-05-02, After Market Close):

- Revenue -9.2% YoY (vs -0.6% in previous quarter and historical rate +61.7%)
- EBITDA -9.1% YoY (vs -7.1% in previous quarter)
- EBITDA margin 6.0% has not changed compared to 6.0% same period last year
- Net Debt decreased by $5.0 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) +$0.0 bln (positive), 12.4% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 36.1x
- EV/Sales multiple is 0.8x

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

2024-05-03

#reports #BKNG

[Booking](https://eninvs.com/all.php?name=BKNG) (Online travel company) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +16.9% YoY (vs +18.2% in previous quarter and historical rate +70.2%)
- EBITDA +62.8% YoY (vs -49.4% in previous quarter and historical rate +95.2%)
- EBITDA margin 21.0% increased compared to 15.1% same period last year
- Net Debt decreased by $635.0 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$1.4 bln (negative), 1.2% of market cap
- EV/EBITDA multiple is 18.0x compared to historical level (75th percentile) of 29.5x
- EV/Sales multiple is 5.5x

The company showed EPS +$22.36 per share

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

2024-05-03

#reports #BJRI

[BJs Restaurants](https://eninvs.com/all.php?name=BJRI) (Restaurants owner) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -1.2% YoY (vs -5.8% in previous quarter and historical rate +25.7%)
- EBITDA +30.0% YoY (vs +31.3% in previous quarter and historical rate +25.4%)
- EBITDA margin 7.7% increased compared to 5.9% same period last year
- Net Debt increased by $10.0 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.0 bln (negative), 1.3% of market cap
- EV/EBITDA multiple is 8.3x compared to historical level (75th percentile) of 12.8x
- EV/Sales multiple is 0.6x

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

2024-05-03

#reports #BILL

[Bill.com](https://eninvs.com/all.php?name=BILL) (Software provider) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +18.3% YoY (vs +22.3% in previous quarter and historical rate +92.6%)
- EBITDA margin -6.8% increased compared to -12.1% same period last year
- Net Debt increased by $641.0 mln over the past reporting period (9.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.1% of market cap
- EV/Sales multiple is 4.9x

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

2024-05-03

#reports #BFS

[Saul Centers](https://eninvs.com/all.php?name=BFS) (REIT — Retail) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167108)
(2024-05-02, After Market Close):

- Revenue +6.3% YoY (vs +8.1% in previous quarter and historical rate +5.0%)
- EBITDA +15.3% YoY (vs +245.0% in previous quarter and historical rate +49.5%)
- EBITDA margin 101.5% increased compared to 93.7% same period last year
- EV/EBITDA multiple is 8.6x compared to historical level (75th percentile) of 20.3x
- EV/Sales multiple is 8.7x

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

2024-05-03

#reports #BFAM

[Bright Horizons Family Solutions](https://eninvs.com/all.php?name=BFAM) (Education cervices provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=BFAM&q=2024 q1&id=775190)
(2024-05-02, After Market Close):

- Revenue +12.5% YoY (vs +16.2% in previous quarter and historical rate +21.8%)
- EBITDA +17.2% YoY (vs -210.3% in previous quarter and historical rate +22.0%)
- EBITDA margin 10.9% increased compared to 10.5% same period last year
- Net Debt increased by $1.8 bln over the past reporting period (30.1% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 48.2x compared to historical level (75th percentile) of 41.6x
- EV/Sales multiple is 3.1x

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

2024-05-03

#reports #BECN

[Beacon Roofing Supply](https://eninvs.com/all.php?name=BECN) ( Roofing materials distributor ) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=BECN&q=2024 q1&id=775189)
(2024-05-02, After Market Close):

- Revenue +10.4% YoY (vs +16.8% in previous quarter and historical rate +12.2%)
- EBITDA -11.5% YoY (vs +26.7% in previous quarter and historical rate +11.1%)
- EBITDA margin 4.8% decreased compared to 6.0% same period last year
- Net Debt increased by $310.0 mln over the past reporting period (4.7% of market cap)
- FCF (LTM) -$0.4 bln (negative), 6.3% of market cap
- EV/EBITDA multiple is 11.1x compared to historical level (75th percentile) of 9.8x
- EV/Sales multiple is 1.0x

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

2024-05-03

#reports #AXTI

[AXT](https://eninvs.com/all.php?name=AXTI) (Semiconductor Equipment and Materials) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=AXTI&q=2024 q1&id=775181)
(2024-05-02, After Market Close):

- Revenue +21.1% YoY (vs -25.9% in previous quarter and historical rate -0.8%)
- EBITDA margin -4.3% increased compared to -10.5% same period last year
- Net Debt increased by $60.0 mln over the past reporting period (46.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 46.1% of market cap
- EV/Sales multiple is 2.8x

On pre-market the stock shows a growth by +19.8%

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

2024-05-03

#reports #AWRE

[Aware](https://eninvs.com/all.php?name=AWRE) (Software — Application) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=AWRE&q=2024 q1&id=775179)
(2024-05-02, After Market Close):

- Revenue 0.0% YoY (vs 0.0% in previous quarter and historical rate +24.7%)
- EBITDA margin -25.0% increased compared to -50.0% same period last year
- Net Debt increased by $2.0 mln over the past reporting period (4.5% of market cap)
- FCF (LTM) -$0.0 bln (negative), 2.2% of market cap
- EV/Sales multiple is 1.2x

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

2024-05-03

#reports #ATGE

[Adtalem Global Education](https://eninvs.com/all.php?name=ATGE) (Commercial higher education institutions owner ) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +11.9% YoY (vs +8.3% in previous quarter and historical rate +12.8%)
- EBITDA +34.3% YoY (vs +22.8% in previous quarter and historical rate +34.8%)
- EBITDA margin 22.8% increased compared to 19.0% same period last year
- Net Debt decreased by $53.0 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 14.3x
- EV/Sales multiple is 2.0x

The company showed EPS +$0.93 per share

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

2024-05-03

#reports #AME

[AMETEK](https://eninvs.com/all.php?name=AME) ( Electronic instruments manufacturer) reported for 2024 q1
(2024-05-02, Before Market Open):

- Revenue +8.7% YoY (vs +6.5% in previous quarter and historical rate +14.4%)
- EBITDA +2.5% YoY (vs +9.4% in previous quarter and historical rate +14.8%)
- EBITDA margin 28.7% decreased compared to 30.4% same period last year
- Net Debt decreased by $345.0 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.7 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 19.9x compared to historical level (75th percentile) of 21.9x
- EV/Sales multiple is 6.1x

The company showed EPS +$1.34 per share. At the opening of the session the share price went down -2.3% vs S&P500 +0.6%

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

2024-05-03

#reports #ALTR

[Altair Engineering](https://eninvs.com/all.php?name=ALTR) ( Software of simulation and AI provider ) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167105)
(2024-05-02, After Market Close):

- Revenue +4.2% YoY (vs +7.5% in previous quarter and historical rate +8.7%)
- EBITDA +106.7% YoY (vs +71.4% in previous quarter)
- EBITDA margin 17.9% increased compared to 9.0% same period last year
- Net Debt decreased by $90.0 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.7% of market cap
- EV/EBITDA multiple is 116.6x compared to historical level (75th percentile) of 280.5x
- EV/Sales multiple is 10.3x

On post-market the stock shows a decrease by -2.2%

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

2024-05-03

#reports #ALHC

[Alignment Healthcare, Inc.](https://eninvs.com/all.php?name=ALHC) (Healthcare Plans) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167025)
(2024-05-02, After Market Close):

- Revenue +43.3% YoY (vs +28.5% in previous quarter and historical rate +26.7%)
- Net Income margin -7.5% increased compared to -8.4% same period last year
- P/S multiple is 0.5x
- Price to book: 6.3x

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

2024-05-03

#reports #AES

[AES](https://eninvs.com/all.php?name=AES) (Electricity provider) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue -4.8% YoY (vs -3.0% in previous quarter and historical rate +8.4%)
- EBITDA +9.5% YoY (vs -28800.0% in previous quarter and historical rate -11.1%)
- EBITDA margin 19.1% increased compared to 16.6% same period last year
- Net Debt decreased by $1.5 bln over the past reporting period (12.3% of market cap)
- FCF (LTM) -$0.3 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 10.7x compared to historical level (75th percentile) of 18.6x
- EV/Sales multiple is 1.1x

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

2024-05-03

#reports #ACA

[Arcosa](https://eninvs.com/all.php?name=ACA) ( Infrastructure-related products provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=ACA&q=2024 q1&id=775151)
(2024-05-02, After Market Close):

- Revenue +9.1% YoY (vs +16.4% in previous quarter and historical rate +8.1%)
- EBITDA -15.8% YoY (vs -65.7% in previous quarter and historical rate +42.0%)
- EBITDA margin 16.0% decreased compared to 20.8% same period last year
- Net Debt decreased by $33.0 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.0 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 11.6x
- EV/Sales multiple is 1.8x

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

2024-05-03

#reports #AAON

[AAON](https://eninvs.com/all.php?name=AAON) ( Heating equipment manufacturer) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167023)
(2024-05-02, After Market Close):

- Revenue -1.5% YoY (vs +20.4% in previous quarter and historical rate +35.6%)
- EBITDA +11.1% YoY (vs +37.5% in previous quarter and historical rate +45.1%)
- EBITDA margin 22.9% increased compared to 20.3% same period last year
- Net Debt decreased by $42.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 26.4x compared to historical level (75th percentile) of 31.9x
- EV/Sales multiple is 6.3x

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

2024-05-03

#reports #PCTY
@ saas

[Paylocity](https://eninvs.com/all.php?name=PCTY) (Software provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=PCTY&q=2024 q1&id=775373)
(2024-05-02, After Market Close):

- Revenue +17.9% YoY (vs +19.4% in previous quarter and historical rate +31.6%)
- EBITDA +17.9% YoY (vs +106.1% in previous quarter and historical rate +57.4%)
- EBITDA margin 27.9% has not changed compared to 27.9% same period last year
- Net Debt decreased by $128.0 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 26.3x compared to historical level (75th percentile) of 100.2x
- EV/Sales multiple is 5.9x

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

2024-05-03

#reports #OUT
@ REITs

[Outfront Media (REIT)](https://eninvs.com/all.php?name=OUT) (REIT — Specialty) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +3.0% YoY (vs +1.2% in previous quarter and historical rate +19.8%)
- EBITDA -38.5% YoY (vs -13.8% in previous quarter and historical rate +41.5%)
- EBITDA margin 7.8% decreased compared to 13.1% same period last year
- Net Debt increased by $27.0 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.6% of market cap
- EV/Sales multiple is 3.9x

The company showed EPS -$0.16 per share

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

2024-05-03

#reports #IRM
@ REITs

[Iron Mountain](https://eninvs.com/all.php?name=IRM) (Real estate investment fund) reported for [2024 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=167051)
(2024-05-02, Before Market Open):

- Revenue +12.4% YoY (vs +11.0% in previous quarter and historical rate +10.7%)
- EBITDA +7.6% YoY (vs +61.3% in previous quarter and historical rate +83.7%)
- EBITDA margin 30.8% decreased compared to 32.2% same period last year
- Net Debt increased by $572.0 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$2.8 bln (negative), 12.6% of market cap
- EV/EBITDA multiple is 21.7x compared to historical level (75th percentile) of 39.5x
- EV/Sales multiple is 6.9x

At the opening of the session the share price went up +1.0% vs S&P500 +0.6%

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

2024-05-03

#reports #FRT
@ REITs

[Federal Realty Investment](https://eninvs.com/all.php?name=FRT) (REIT — Retail) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=FRT&q=2024 q1&id=775264)
(2024-05-02, After Market Close):

- Revenue +6.6% YoY (vs +4.3% in previous quarter and historical rate +12.3%)
- EBITDA +5.7% YoY (vs +55.3% in previous quarter and historical rate +92.3%)
- EBITDA margin 63.2% decreased compared to 63.7% same period last year
- Net Debt increased by $20.0 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 17.3x compared to historical level (75th percentile) of 53.5x
- EV/Sales multiple is 11.1x

The company showed EPS +$0.69 per share

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

2024-05-03

#reports #CPT
@ REITs

[Camden Property Trust](https://eninvs.com/all.php?name=CPT) (Real estate investment fund) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +1.3% YoY (vs +3.2% in previous quarter and historical rate +14.3%)
- EBITDA +23.5% YoY (vs +89.7% in previous quarter and historical rate +34.5%)
- EBITDA margin 60.3% increased compared to 49.5% same period last year
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 21.4x
- EV/Sales multiple is 7.1x

The company showed EPS +$0.77 per share

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

2024-05-03

#reports #FTNT
@ cybersecurity , @ artificial-intelligence

[Fortinet](https://eninvs.com/all.php?name=FTNT) (Cyber security solutions provider) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +7.2% YoY (vs +10.3% in previous quarter and historical rate +26.0%)
- EBITDA +12.9% YoY (vs +6.5% in previous quarter and historical rate +41.5%)
- EBITDA margin 30.3% increased compared to 28.8% same period last year
- Net Debt decreased by $582.0 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 30.7x compared to historical level (75th percentile) of 60.4x
- EV/Sales multiple is 9.3x

The company showed EPS +$0.39 per share

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

2024-05-03

#reports #NET
@ cybersecurity

[Cloudflare](https://eninvs.com/all.php?name=NET) (Provides a secure connection to the Internet) reported for 2024 q1
(2024-05-02, After Market Close):

- Revenue +30.7% YoY (vs +31.6% in previous quarter and historical rate +43.1%)
- EBITDA margin -1.6% decreased compared to -0.7% same period last year
- Net Debt decreased by $166.0 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 4341.9x compared to historical level (75th percentile) of 3047.4x
- EV/Sales multiple is 21.9x

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

2024-05-03

#reports #FIVN
@ artificial-intelligence , @ saas

[Five9](https://eninvs.com/all.php?name=FIVN) (Cloud Software provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=FIVN&q=2024 q1&id=775259)
(2024-05-02, After Market Close):

- Revenue +13.3% YoY (vs +14.9% in previous quarter and historical rate +25.9%)
- EBITDA margin 3.2% increased compared to -2.3% same period last year
- Net Debt increased by $318.0 mln over the past reporting period (8.1% of market cap)
- FCF (LTM) -$0.3 bln (negative), 7.6% of market cap
- EV/EBITDA multiple is 258.7x compared to historical level (75th percentile) of 816.7x
- EV/Sales multiple is 5.2x

The company showed EPS -$0.10 per share

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

2024-05-03

#reports #TWOU
@ artificial-intelligence , @ edtech

[2U](https://eninvs.com/all.php?name=TWOU) (Education services provider) reported for [2024 q1](https://eninvs.com/press_release.php?ticker=TWOU&q=2024 q1&id=775423)
(2024-05-02, After Market Close):

- Revenue -17.2% YoY (vs +8.5% in previous quarter and historical rate +3.6%)
- EBITDA -130.0% YoY (vs -68.3% in previous quarter)
- EBITDA margin -1.5% decreased compared to 4.2% same period last year
- Net Debt decreased by $66.0 mln over the past reporting period (294.6% of market cap)
- FCF (LTM) +$0.0 bln (positive), 4.5% of market cap
- EV/Sales multiple is 1.0x

The company showed EPS -$0.65 per share

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