We see pockets of growth for the world's largest custodian.
We believe our discounted cash flow approach best captures the company's complexity.
Its technology has the potential to change the world, but investing carries great uncertainty.
But the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholders.
We think he’ll bring a much-needed new perspective to the company.
We look for the bottom in net interest income and trading.
Despite tremendous subscriber growth, there may not be enough leverage in the current business model.
It could bring more competition, but not enough to change our valuations.
The undervalued bank has good management and a stable franchise.
We don't think the market appreciates the company's long-term earnings power.
Here's our take on Clorox, Colgate-Palmolive, and Procter & Gamble.
The supermajor has introduced a new framework for shareholder returns.
Long-term investors may want to look at these stocks, which have strong fundamentals, product innovation, and bountiful demand from emerging markets.
We expect the EV maker to keep innovating to stay ahead of competitors.
Given their size, reach, and resources, these companies could dominate the sports-betting industry, which is projected to witness explosive growth.
The cloud transition brings too much uncertainty.
It may not be as bad as it looks.
The retailer looks like a compelling value as many rivals are closing their doors for good.
We value the company at $28.2 billion, reinforced by a sticky customer base and positive moat trend.
A rush to contactless payments may have lasting benefits for these companies.
We see more reasons to oppose a battery electric vehicle spin-off than to support one.
With its $40 billion bid, the chipmaker looks to corner the AI market.
Record-breaking fires are causing the market to overestimate the companies' financial risks.
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
These stores are ready for September stockpiling--and they've developed diverse revenue streams to deal with classes coming online.
The company's ability to retain customers causes us to upgrade our rating.
These overvalued names are well-positioned to benefit from the staying power of the do-it-yourself trend, a switch in consumer spending patterns, and an acceleration in homebuilding activity.
Despite a tough quarter, we think the commercial real estate broker is undervalued.
This REIT should be better insulated from the deleterious impacts of the COVID-19 pandemic.
But the entire pipeline merits attention.
The global power company's dividend is yielding above 4%.
The wide-moat drugmaker's growth prospects are improving.
We expect near-term turbulence but healthy growth in the long term.
Investors are overlooking the narrow-moat company's mix shift in its business and sustainable free cash flow.
Strong cash flows support drug development and a dividend that yields above 4%.
2020 will be tough, but margins are set to expand.
We think the shares trade with an adequate margin of safety for long-term investors.
Its massive scale creates a low-cost advantage that is the basis of its wide moat.
The combination will cement Schwab's position as one of the key players in the financial sector.
Here are two undervalued ideas to ride out the challenging times in energy.
We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead.
It's the first one we'd look to in another market sell-off.
Berkshire is unlikely to get through the COVID-19 pandemic and subsequent recession unscathed, so questions need to be asked.
The market is underestimating long-term cash flows once oil prices normalize.
After reviewing our fair value estimates, we think these names are oversold.
As our analysts re-evaluate the companies they cover, they’re finding some exceptional bargains along the way.
These names look oversold to us.
We’ve also raised our fair value uncertainty rating to high.
It already had a solid lineup even before news of its potential COVID-19 treatment.
But the shares are still worth picking up.