Latest Articles
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Is Johnson & Johnson Stock A Better Pick Over AbbVie?
We believe that the pharmaceuticals bellwether Johnson & Johnson (NYSE: JNJ) is currently a better pick over its peer AbbVie (NYSE: ABBV) . AbbVie trades at a higher valuation of 5.5x trailing revenues, compared to 4.6 x for JNJ. However, ...
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Up 13% YTD, What To Expect From Prudential Financial Stock?
Prudential Financial’s stock (NYSE: PRU) has gained roughly 13% YTD as compared to the 9% rise in the S&P500 index over the same period. Further, at its current price of $117 per share, it is trading 8% above its fair value of $108 – Trefi...
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Which Is A Better Pick – UnitedHealth Stock Or Humana?
We believe that the healthcare stocks UnitedHealth (NYSE: UNH) and Humana (NYSE:HUM) will likely see higher levels and offer similar returns in the next three years. Humana stock trades at 0.4x trailing revenues versus 1.1x for UnitedHealth, ...
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Down 50% This Year, What’s Happening With Nio Stock?
Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) delivered 11,866 vehicles in March, up 14.3% from 10,378 a year ago. Sales were driven in part by the launch of the company’s 2024 series of vehicles during the month, including upd...
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What’s Next For General Electric Stock After A 35% Rise This Year?
General Electric (NYSE: GE) completed the spin-off of its power and renewables energy businesses on April 2. The spinoff company – GE Vernova (NYSE:GEV) – is now the new standalone energy company, while GE Aerospace (NYSE:GE) will be focused on...
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Should You Pick UnitedHealth Stock After A 15% Fall This Year?
UnitedHealth stock (NYSE: UNH) saw a 6% fall on April 2, after the U.S. Centers for Medicare & Medicaid Services said Medicare Advantage payments would rise by an average of 3.7% in 2025, falling short of the street expectations. This impac...
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Down 17% This Year What’s Happening With Li Auto Stock?
Chinese luxury electric vehicle maker Li Auto stock (NASDAQ:LI) delivered 28,984 vehicles in March, up 39.2% year-over-year, driven by strong uptake of the company’s extended-range electric vehicle models including the Li L7, Li L8, and Li ...
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Should You Pick Walgreens Stock At $20?
Walgreens (NYSE:WBA) recently reported its Q2’24 results (fiscal ends in August), with revenue and earnings exceeding the street expectations. The company reported revenue of $37.1 billion and adjusted earnings of $1.20 per share, compared to t...
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Up 21% YTD, Where Is American Express Stock Headed?
American Express’ stock (NYSE: AXP) has gained 21% YTD, as compared to the 10% rise in the S&P500 over the same period. Further, it is currently trading at $228 per share, which is 11% above its fair value of $205 – Trefis’ estimate for ...
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With Deliveries Picking Up And Stock Down 47% This Year, Is Xpeng Attractive?
Chinese luxury electric vehicle maker Xpeng stock (NYSE:XPEV) delivered 9,026 cars in March, up 28.9% from a year ago. Growth was largely driven by the ramp-up of sales of the X9 multi-purpose vehicle which was launched in early January with a st...
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Up 17% This Year, Why Is IBM Stock Outperforming?
Computing behemoth IBM (NYSE:IBM) stock has fared well this year, rising by over 17% year-to-date, outperforming the Nasdaq-100 which remains up by 10% over the same period. IBM is benefiting from surging interest in artificial intelligence and a...
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Wells Fargo Stock Delivered More Than 50% Return Over The Last Twelve Months, What’s Next?
Wells Fargo’s stock (NYSE: WFC) has gained 18% YTD as compared to the 10% rise in the S&P500 index over the same period. Further, at its current price of $58 per share, the stock is trading 3% above its fair value of $56 – Trefis’ estimate...
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After A 30% Fall In A Year Is Pfizer Stock A Better Pick Over Merck?
Given its attractive valuation, we believe Pfizer stock (NYSE: PFE) is a better pick than its peer — Merck stock (NYSE: MRK). MRK trades at a higher valuation multiple of 5.6x revenues vs. 2.7x for PFE, due to its superior revenue growth ov...
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Will Homebuilders Like DR Horton & Pulte Group Continue Their Strong Performance This Year?
Our theme of Housing Stocks, which includes the stocks of home improvement players, building supply companies, and home builders including DR Horton (NYSE:DHI) and Pulte Group (NYSE:PHM) has fared reasonably well this year, rising by about 16% ...
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Beating S&P500 BY 11% YTD, What To Expect From Travelers Stock?
Travelers’ stock (NYSE: TRV) has gained 20% YTD, as compared to the 9% rise in the S&P500 index over the same period. Further, it is currently trading at around $229 per share, which is 4% above its fair value of $220 – Trefis’ estimate fo...
