반응형 EquityResearch28 AutoZone (AZO) Stock Analysis: ROIC Down 11 Quarters AutoZone, Inc. (NYSE: AZO) has spent $39.85 billion buying back its own stock since fiscal 1998, but its adjusted after-tax return on invested capital has now fallen for 11 straight quarters, to 36.3% in the quarter ended May 9, 2026. Trailing twelve-month (TTM) GAAP EPS is only 1.6% below where it stood at the September 2025 share price high, so nearly all of the drop in the stock came from a l.. 2026. 9. 17. NVIDIA (NVDA) Stock Analysis: $105B Guarantee, Cash Flow NVIDIA Corporation (NASDAQ: NVDA) sells the accelerated computing systems that most AI data centers run on, and data centers produced 92.5% of its $96.22 billion of revenue in the July quarter. At $218.29 a share the company is worth about $5.26 trillion. This NVDA stock analysis covers the gap between record profit and falling operating cash flow, the supply commitments and lease guarantees beh.. 2026. 9. 17. Lennar (LEN) Stock Analysis: 12.9% Incentives, 0.89x P/B Lennar Corporation (NYSE: LEN) says it has finished turning itself into an asset-light homebuilder that controls 98% of its land through options, yet its Class A shares trade at $79.60, below book value of $89.75 per share. Sales incentives still ran at 12.9% of the gross sales price in the quarter ended May 31, 2026, against the 4% to 6% management calls normal, and trailing twelve-month return.. 2026. 9. 15. Plug Power (PLUG) Stock Analysis: GAAP vs Operating Loss Plug Power (NASDAQ: PLUG) is a vertically integrated hydrogen company that sells fuel cells for warehouse forklifts, PEM electrolyzers for industrial hydrogen projects, and hydrogen fuel from its own plants in Georgia, Tennessee and Louisiana. At a $2.10 share price the market capitalization is about $2.93 billion. This PLUG stock analysis works through the gap between operating loss and net los.. 2026. 9. 15. Trip.com (TCOM) Stock Analysis: Antitrust Fine and Guidance Trip.com Group Limited (NASDAQ: TCOM, HKEX: 9961) runs Ctrip, Qunar, Trip.com and Skyscanner, and earns commissions on hotel, flight, rail, package tour and corporate travel bookings. Net revenue was RMB 62.41 billion in 2025, each ADS equals one Hong Kong ordinary share, and at $39.02 the company is worth about $24.57 billion. This TCOM stock analysis covers the Chinese antitrust penalty and wh.. 2026. 9. 14. Bitmine (BMNR) Stock Analysis: mNAV Below 1 and Dilution Bitmine Immersion Technologies (NYSE: BMNR) is a company whose business is, almost entirely, holding Ethereum. It owns 5,929,198 ETH, or 4.9% of supply, and its market capitalization is about $15.10 billion at a $25.03 share price. This BMNR stock analysis covers how the company got here, how much ETH it holds and how fast it is still buying, whether the stock trades above or below the assets it.. 2026. 9. 14. Previous 1 2 3 4 5 Next 반응형