This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
That's been great for Nvidia and its shareholders. These comments hold a lot of weight (on Nvidia's income statement) The reason Nvidia shareholders should pay attention to everything Pichai, Zuckerberg, and a few other big-tech executives say about their AI spending is that the business has become heavily concentrated on those customers.
His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. He then uses his sway as a large shareholder to influence management and unlock value. Ackman's activist investor strategy requires a highly concentrated portfolio.
shareholders: "When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." Coca-Cola (8.4%) Buffett usually has a Coca-Cola (NYSE: KO) product on the table in front of him at Berkshire Hathaway's annual shareholder meetings. But it's historically expensive for the stock.
And many of the biggest companies in the industry are happy to return that cash to shareholders. billion to shareholders over the last 12 months. billion to shareholders over the past year. But one of its biggest competitors has returned even more cash to shareholders. It sports a 5% dividend yield, paying out $8.2
The Canadian pipeline company just announced another raise for shareholders in 2024, bringing it to 29 straight years of dividend increases. That should translate into those annual dividend increases for shareholders. It currently has an enterprisevalue (EV) of just 11 times the midpoint of management's 2024 EBITDA guidance.
The technology giant is down 29% from all-time highs and is currently trading at a lower price than in November 2021 -- a brutal drawdown for shareholders in the wake of this tariff tantrum, further exacerbated by the artificial intelligence (AI) competition coming for the Google Search throne. GOOG data by YCharts 2.
The New York-based private equity firm, which focuses on middle-market buyouts and growth investments, first backed Simple Mills in October 2019, becoming its largest shareholder. The deal marks the end of Vestars five-year investment in the company, during which it played a pivotal role in scaling the brands growth.
The firm targets companies with EBITDA ranging from $10 million to $100 million and enterprisevalues up to $1 billion. In March 2023, Arcline closed its third fund with $4.5 billion in capital commitments, following its $2.75 billion second fund closure in January 2021.
Quoting sources familiar with the matter, the report said that the Bermuda-based company will continue to be led by its current president and CEO, Textainer shareholders will receive $50 a share in cash. The deal has an enterprisevalue of about $7.4bn.
Through strong same-store sales and unit volume growth, Chipotle has been able to consistently grow revenue and earnings over the last 20 years, rewarding shareholders in the process. In a few years, it should be doing $100 million in earnings, which would give the stock an enterprisevalue-to-earnings (EV/E) of 15.
Nintendo Nintendo (OTC: NTDOY) , the company behind hit franchises like Mario, Zelda, and Pokemon, generated 161% returns for shareholders since first introducing the Nintendo Switch in March 2017. Today, Nintendo trades at an enterprisevalue -to-earnings ratio of roughly 12 times, which is well below the market average.
Compared to the company's enterprisevalue of just $2.6 billion, this cash hoard and Yeti's ongoing FCF creation could prove to be a valuable combination for shareholders. This total amounts to a whopping 18% of Yeti's total valuation, making these buybacks a great way to potentially reward shareholders.
Private equity firms Apollo Global Management and BC Partners have joined forces to agree a deal to acquire GFL Environmentals Environmental Services business at an enterprisevalue of CAD8bn ($5.59bn). The remaining funds, up to CAD2.25bn, are earmarked for opportunistic share repurchases, enhancing shareholdervalue.
But that just means the company has an incentive to make big plays and take big risks to delight its shareholders. Check out this chart describing the enterprisevalue (EV) of players like Viking Therapeutics , Altimmune , Structure Therapeutics , and Zealand Pharma : ALT EnterpriseValue data by YCharts.
times on an enterprisevalue (EV) -to-forward EBITDA basis, the stock is attractively valued both compared to its midstream peers and on a historical basis. I prefer to use this metric when valuing midstream companies, as it takes their debt into consideration, and excludes non-cash items such as depreciation.
CoStar Group (NASDAQ: CSGP) , the parent company of Apartments.com and Homes.com, announced its intention to acquire Matterport (NASDAQ: MTTR) , a virtual tour software platform, for an enterprisevalue of $1.6 in cash and $2.75 in CoStar stock. 2) How long will your money be tied up?
At the same time, Energy Transfer continues to trade at a forward enterprise-value -to- EBITDA multiple of 8 times based on 2025 estimates, which is well below historical levels, not to mention one of the lowest valuations in the MLP space. Its second-quarter results reported a distribution coverage ratio of over 1.8
Tuesday was a challenging day for investors, but it was particularly rough for Roku (NASDAQ: ROKU) shareholders. billion enterprisevalue, rather than Roku with its $11.5 Find me in a time capsule as a Netflix shareholder in 2010 when Walmart acquired premium streaming service Vudu. billion price tag.
It also anticipates transferring $10 billion in enterprisevalue from debtholders to shareholders by the end of 2026. That solely supports shareholders on the surface, as issuing shares would likely prompt investors to dump the stock. Ultimately, shareholders have a choice when purchasing investment vehicles.
But all three companies have what it takes to steadily grow earnings and return value to shareholders over the long term. Its Chubb fire & security business was sold for an enterprisevalue of $3.1 Honeywell bought Carrier's global access solutions for an enterprisevalue of $4.95 billion in 2022.
Optimistic Tesla shareholders like Cathie Wood think the 2021 party is about to get kicked into overdrive again. Her price target of $2,000 compared to the current price of $250 implies that a ton of gains are left for Tesla shareholders. This made Tesla one of the most valuable companies in the world.
But buying the best of the best companies with sustainable competitive advantages across multiple areas should produce excellent returns for shareholders. Its enterprisevalue is over 10 times analysts' sales estimates for next year. Some stocks may continue lower over the long run.
WM Cash from Operations (TTM) data by YCharts Despite this ramped-up capex spending, Waste Management remains FCF positive, returning $283 million in dividends and $370 million in stock buybacks to its shareholders during the third quarter. Its share count has also declined by 13% over the last decade.
Valuing both stocks on their enterprisevalue versus their revenue, the market is paying a hefty premium for Tesla stock over Rivian. TSLA EV to revenue (forward) data by YCharts; EV = enterprisevalue. It doesn't need to become as big as Tesla in order to grow enough to please shareholders.
Consequently, some small-cap stocks are currently trading at negative enterprisevalues -- a rare occurrence. Identifying potential winners Here are four small-cap value stocks that could rebound sharply in response to rate cuts later in 2024 or early 2025. DNA data by YCharts.
A company must grow its earnings to distribute more money to shareholders over time. WM (NYSE: WM) , ExxonMobil (NYSE: XOM) , and Owens Corning (NYSE: OC) are three businesses that generate near-record-high earnings and use the dividend as an important way to reward patient shareholders. billion, ExxonMobil reported $83.1
The company's already putting all of that money to use, having secured or completed seven follow-on acquisitions in 2024 so far with a combined enterprisevalue of nearly $4 billion. A powerful wealth creator Matt DiLallo (NextEra Energy): NextEra Energy has a long history of growing shareholdervalue.
shareholders that “when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” He clarified his position in his 2016 letter to shareholders: “It is true that we own some stocks that I have no intention of selling for as far as the eye can see (and we’re talking 20/20 vision).
Today, Home Depot is one of the world's largest enterprises, valued at $338 billion. What's more, Home Depot hasn't shied away from returning copious amounts of cash to shareholders. This was the case 40 years ago, and it's still true today. The only notable difference is the scale of this business. In fiscal 2023, $8.4
Margins matters Royal Caribbean commands a higher enterprisevalue than Carnival -- $56.3 Stock returns matters Last year was great for shareholders of cruise line stocks. Perhaps more importantly, Royal Caribbean is the only one of the three operators to beat analyst revenue targets. Image source: Getty Images.
Roku shareholders won't have to wait long for a shot at redemption. Losses also continue, but it has a cash-rich balance sheet that finds its enterprisevalue now lower than its trailing revenue. Blade sees value in its stock, announcing a $20 million share buyback a week after its poorly received financial update.
times management's 2024 adjusted EBITDA guidance as an enterprisevalue to forward EBITDA ratio. The company's ability to keep executing its strategy should reward shareholders over the long run. That could make the stock a winner even in a volatile stock market environment. multiple on the same metric or T-Mobile US at 9.6.
None of this will help CrowdStrike focus on executing its business model or delivering returns for shareholders. New lawsuits would force the company to use any profits and cash flow to pay legal fees and settlements, not deliver shareholder returns or grow the business. It might take a quarter or two to see what the damage is.
Instead of consuming cash, it dilutes shareholders. Subtracting Roku's $2 billion in net cash from its market cap to get its enterprisevalue (EV), the company is currently worth about $80 per user household. However, stock-based compensation is a real expense. Ultimately, this makes companies look more profitable than they are.
With an enterprisevalue of $96 billion, it's still valued at 11 times this year's sales. I think current shareholders should simply hold Shopify, but shouldn't aggressively buy more shares until its valuations cool down. However, the stock's valuations already reflect a lot of those growth expectations.
And this means that Alphabet shareholders can have confidence in the company's ability to successfully navigate the competitive landscape over time. It trades at an EV-to-EBIT ( enterprisevalue to earnings before interest and taxes) multiple of 20, which is about in line with its trailing-10-year average valuation.
Tesla It's been a bad start to 2024 for Tesla shareholders. billion market cap, with an enterprisevalue that shrinks to $1.5 Guidance was also encouraging. After posting 17% revenue growth for all of 2023, the midpoint of its new outlook calls for a 19% increase this year. Intellia Therapeutics has a modest $2.4
In his 2023 letter to shareholders, he wrote: "No one knows what oil prices will do over the next month, year, or decade. But Vicki [Hollub] does know how to separate oil from rock, and that's an uncommon talent, valuable to her shareholders." Which makes Buffett's lack of purchases over the past four months or so all the more curious.
He called her "an extraordinary manager" at Berkshire's 2023 Shareholder meeting in May. Shares currently trade for an enterprisevalue/earnings before interest, taxes, depreciation, and amortization (EV/ EBITDA ) multiple of just 5x. As a result, she sees oil climbing to $80 per barrel by the end of the year.
times their enterprisevalue -to-rate base and 16.5 The fuel to grow shareholdervalue Enbridge expects to close the other two gas utility acquisitions from Dominion later this year. The transaction will create North America's largest natural gas utility platform with 7 million customers. times price-to-earnings.
Bill Gates founded the company in 1975 and remains one of the largest individual shareholders despite donating and selling millions of shares worth tens of billions of dollars. The stock currently trades at an enterprisevalue to EBITDA ratio of about 17.25, which is comparable with its closest competitors.
His hedge fund, Pershing Square Capital, focuses on a few high-quality businesses where Ackman feels the stock has become mispriced, relative to its value. He will then buy shares and use his influence to unlock shareholdervalue. As an activist investor , he can focus on only so many businesses at once.
But Buffett (or one of his fellow managers) is buying at least one stock for Berkshire Hathaway shareholders based on required filings with the SEC. Its enterprisevalue is just 6.8 That pattern makes it likely the third quarter was the eighth straight quarter of net sales for Buffett and his team of portfolio managers.
Plenty of free cash flow (FCF) is left over after its capital expenditures, so management consistently rewards shareholders with stock buybacks. MUSA PE ratio data by YCharts; EV = enterprisevalue. This cash creation easily funds the company's growth ambitions in-house.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content