LOW

Lowe’s (LOW) at a 52-Week Low: 16 Times Earnings, Flat Comps

Lowe's comps rose 0.2% while online sales jumped 15.7%, guidance was trimmed, and the stock sits at its 52-week low near…

Sep 26, 2026 · 7 min read

News

Cigna at 11 Times Earnings: Most of the Business Is Not Insurance

Cigna trades near 11 times earnings against a five-year average of 16.8, yet about 86% of its revenue comes from Evernor…

Sep 25, 2026 · 7 min read

HD

Home Depot (HD): Acquisitions Drive Growth as Comps Rise 1.7%

Home Depot grew sales 5.7% last quarter, but comparable sales rose only 1.7% and GMS supplied $1.4 billion of the gain. …

Sep 25, 2026 · 8 min read

CVS

CVS Stock at 13.6 Times Forward Earnings: Is the Estimate Stale?

CVS Health trades at 23.4 times trailing earnings and 13.6 times forward earnings, and the raised 2026 guidance points l…

Sep 24, 2026 · 7 min read

News

Target Stock: Traffic Is Up 3.6%, Margins Have Not Followed

Target's comparable traffic grew 3.6% last quarter and the stock has nearly doubled from its low. At 16.4 times earnings…

Sep 24, 2026 · 7 min read

News

Five Footnotes I Read Before I Trust a Balance Sheet

A balance sheet shows totals; the notes show how they were built. Here are the five footnotes I open first, what a bad a…

Sep 23, 2026 · 8 min read

MCD

McDonald’s (MCD) at a 52-Week Low: Is Falling Traffic Priced In?

McDonald's beat on earnings while U.S. visits fell 4.5%, and the stock now sits at its 52-week low near 20 times earning…

Sep 23, 2026 · 7 min read

CTAS

Cintas (CTAS) at 40 Times Earnings: What the Price Needs

Cintas reports on September 23 with the stock near 40 times earnings. Reverse math shows how fast EPS must grow to justi…

Sep 22, 2026 · 7 min read

SBUX

Starbucks (SBUX) at 55x Earnings: Is the Recovery Priced In?

Starbucks posted a 7.9% comparable-sales jump and raised its EPS guidance, yet the stock trades near 55 times trailing e…

Sep 22, 2026 · 7 min read

MDT

Medtronic (MDT): Revenue Accelerates, the Multiple Does Not

Medtronic's revenue growth just hit a two-year high while its P/E sits near a five-year low. I checked whether the marke…

Sep 21, 2026 · 7 min read

NKE

Nike (NKE): The Wholesale Comeback, and Its Margin Asterisk

Nike's wholesale revenue grew 6% in fiscal 2026 while direct sales fell, and Q4 gross margin jumped on a one-time tariff…

Sep 21, 2026 · 7 min read

TMO

Thermo Fisher (TMO): Paying 35 Times for the Lab Standard

Thermo Fisher sits 1.8% off its high at 35 times earnings after its growth accelerated to 11% last quarter. I check whet…

Sep 20, 2026 · 7 min read