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Company name CoStar Group Inc
Stock ticker CSGP
Live stock price [stckqut]CSGP[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBITDA growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Good
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $1068.81
Target stock price (averages with growth) $1592.66
Target stock price (averages with no growth) $1067.6
Target stock price (manual assumptions) $1014.78

 

The following company description is from Yahoo: https://finance.yahoo.com/quote/csgp/profile?p=csgp

CoStar Group, Inc. provides information, analytics, and online marketplaces to the commercial real estate industry in the United States and the United Kingdom. The company offers CoStar Property Professional service that offers inventory of office, industrial, retail, and multifamily, and student housing properties and land. It also provides CoStar COMPS Professional that covers comparable commercial real estate sales information; CoStar Market Analytics to view and report on aggregated market and submarket trends; CoStar Tenant, an online business-to-business prospecting and analytical tool; CoStar Lease Comps, a solution to capture, manage, and maintain lease data; CoStar Lease Analysis, a workflow tool; and CoStar Public Record, a searchable database of commercially-zoned parcels. In addition, the company offers CoStar Real Estate Manager, a real estate and asset management, and lease accounting software; CoStar Risk Analytics, a commercial real estate risk management tool; and CoStar Investment Analysis that provides market research, consulting and analysis, portfolio and debt analysis, and management and reporting services, as well as STAR Report that offers benchmarking and analytics for the hospitality industry. Further, it provides apartment marketing sites, such as Apartments.com, ApartmentFinder.com, ForRent.com, ApartmentHomeLiving.com, Apartamentos.com, WestsideRentals.com, AFTER55.com, CorporateHousing.com and ForRentUniversity.com; LoopNet Premium Lister and LoopNet Signature Ads for commercial real estate professionals; Realla, a commercial property listings and data management platform; LandsofAmerica, LandAndFarm, and LandWatch online marketplaces for rural land for sale; and BizBuySell, BizQuest, FindaFranchise online marketplaces for operating businesses for sale. CoStar Group, Inc. was founded in 1987 and is headquartered in Washington, the District of Columbia.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in CoStar Group Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

 

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of CoStar Group Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $691.63
  • Growth: 0.1504
  • Current EPS (TTM): $11.08284375
  • P/E: 73.1881036582284
  • Future EPS Calc: $22.33
  • Future Stock Price Calc: $1634.31
  • Target stock price: $1014.78

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Veeva Systems Inc
Stock ticker VEEV
Live stock price [stckqut]VEEV[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBITDA growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Fair
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $355.35
Target stock price (averages with growth) $281.57
Target stock price (averages with no growth) $240.87
Target stock price (manual assumptions) $245.11

 

The following company description is from Yahoo: https://finance.yahoo.com/quote/veev/profile?p=veev

Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of multichannel customer relationship management applications, commercial data warehouse, allocation and alignment applications, master data management application, and data and services; and Veeva Vault, a cloud-based enterprise content and data management applications for managing commercial functions, including medical, sales, and marketing, as well as research and development functions, such as clinical, regulatory, quality, and safety. It also provides professional and support services in the areas of implementation and deployment planning and project management; requirements analysis, solution design, and configuration; systems environment management and deployment services; services focused on advancing or transforming business and operating processes related to Veeva solutions; technical consulting services related to data migration and systems integrations; training on its solutions; and ongoing managed services that include outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was founded in 2007 and is headquartered in Pleasanton, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Veeva Systems Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

 

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Veeva Systems Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $230.19
  • Growth: 0.146466666666667
  • Current EPS (TTM): $2.345388
  • P/E: 84.9767544180978
  • Future EPS Calc: $4.64
  • Future Stock Price Calc: $394.74
  • Target stock price: $245.1

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Fortinet Inc
Stock ticker FTNT
Live stock price [stckqut]FTNT[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Fair
P/E growth Poor
EBITDA growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Good
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $206.61
Target stock price (averages with growth) $171.87
Target stock price (averages with no growth) $117.21
Target stock price (manual assumptions) $140.8

 

The following company description is from Yahoo: https://finance.yahoo.com/quote/ftnt/profile?p=ftnt

Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions worldwide. It offers FortiGate hardware and software licenses that provide various security and networking functions, including firewall, intrusion prevention, anti-malware, virtual private network, application control, Web filtering, anti-spam, and wide area network (WAN) acceleration. The company also provides FortiSwitch product family that offers secure switching solutions for connecting customers end devices; FortiAP product family, which provides secure wireless networking solutions; FortiExtender appliance provides a WAN connection to its FortiGate products; FortiAnalyzer product family, which offers centralized network logging, analyzing, and reporting solutions; and FortiManager product family that provides central and scalable management solution for its FortiGate products. It offers FortiWeb product family provides web application firewall solutions; FortiMail product family that secure email gateway solutions; FortiSandbox technology that delivers proactive detection and mitigation services; and FortiSIEM family of software solutions, which offers a cloud-ready security information and event management solutions, as well as FortiToken and FortiAuthenticator product families for multi-factor authentication to safeguard systems, assets, and data; and FortiNAC product family to implement zero trust network access strategies. The company provides security subscription, technical support, professional, and training services. It sells its security solutions to channel partners and directly to various customers in telecommunications, technology, government, financial services, education, retail, manufacturing, and healthcare industries. Fortinet, Inc. provides its products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company was founded in 2000 and is headquartered in Sunnyvale, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Fortinet Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

 

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Fortinet Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $133.47
  • Growth: 0.144466666666667
  • Current EPS (TTM): $2.179842
  • P/E: 52.9809300241591
  • Future EPS Calc: $4.27
  • Future Stock Price Calc: $226.75
  • Target stock price: $140.79

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Micron Technology, Inc.
Stock ticker MU
Live stock price [stckqut]MU[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Fair
EPS growth Good
P/E growth Good
EBITDA growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Good
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $75.81
Target stock price (averages with growth) $141.77
Target stock price (averages with no growth) $82.41
Target stock price (manual assumptions) $79.33

 

The following company description is from StockRow: https://stockrow.com/MU

Micron Technology, Inc. manufactures and sells memory and storage solutions worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It offers memory and storage technologies, including DRAM, NAND, NOR Flash, and 3D XPoint memory under the Micron, Crucial, and Ballistix brands, as well as private labels. The company provides memory products for the cloud server, enterprise, client, graphics, and networking markets; memory products for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafer forms for the removable storage markets, as well as 3D XPoint memory products; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its internal sales force, independent sales representatives, distributors, and e-tailers; and Web-based customer direct sales channel, as well as through channel and distribution partners primarily to original equipment manufacturers and retailers. The company has strategic collaboration with BMW Group. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Micron Technology, Inc. as long as the indicators that I describe in my book The Confident Investor are favorable.

 

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Micron Technology, Inc. calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $49.15
  • Growth: 0.188866666666667
  • Current EPS (TTM): $2.46650075
  • P/E: 21.8109982560344
  • Future EPS Calc: $5.85
  • Future Stock Price Calc: $127.76
  • Target stock price: $79.33

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Keysight Technologies Inc
Stock ticker KEYS
Live stock price [stckqut]KEYS[/stckqut]
P/E compared to competitors Good

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Fair
EPS growth Good
P/E growth Good
EBITDA growth Good
Price growth Good
R&D growth Fair
Income growth Good
Assets growth Good
Return on Assets growth Good
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $151.47
Target stock price (averages with growth) $226.48
Target stock price (averages with no growth) $130.04
Target stock price (manual assumptions) $140.84

 

The following company description is from Stockrow: https://stockrow.com/KEYS

Keysight Technologies, Inc. provides electronic design and test solutions to commercial communications, networking, aerospace, defense and government, automotive, energy, semiconductor, electronic, and education industries in the Americas, Europe, and the Asia Pacific regions. Its Communications Solutions Group segment provides electronic design automation (EDA) software; and radio frequency and microwave test instruments; oscilloscopes, logic and serial protocol analyzers, logic-signal sources, arbitrary waveform generators, and bit error rate testers; optical modulation analyzers, optical component analyzers, optical power meters, and optical laser source solutions; and repair, calibration, and consulting services, as well as resells refurbished used Keysight equipment. The company’s Electronic Industrial Solutions Group segment offers design tools; design verification solutions; digital multi-meters, function generators, frequency counters, data acquisition systems, audio analyzers, LCR meters, thermal imagers, precision source measure units, ultra-high precision device current analyzers, and test executive software platforms, as well as various power supplies comprising AC/DC modular supplies and electronically programmable loads. This segment also provides printed-circuit-board-assembly testers, integrated circuit parametric testers, and sub-nano-meter positioning sub-assemblies; test and measurement products and software; and repair, calibration, and consulting services, as well as resells refurbished used Keysight equipment. Its Ixia Solutions Group segment offers software applications and services, including warranty and maintenance offerings, and hardware platforms. The company sells its products through direct sales force, distributors, resellers, and manufacturer’s representatives. It has partnership with Qualcomm Technologies, Inc. The company was incorporated in 2013 and is headquartered in Santa Rosa, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Keysight Technologies Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

 

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Keysight Technologies Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $98.13
  • Growth: 0.151413882105943
  • Current EPS (TTM): $3.59667
  • P/E: 31.162655699453
  • Future EPS Calc: $7.27
  • Future Stock Price Calc: $226.82
  • Target stock price: $140.84

[/s2If]
I hope that this makes you a Confident Investor.