Separating Price From Value.
Ticker
Company
Description
Valuation Date
Model
KR
Kroger
Discounted cash flow analysis with operating forecasts,
margin assumptions, and valuation sensitivities.
August 21
PLD
Prologis
AFFO discounted cash flow analysis incorporating property-level
operating assumptions, AFFO growth, and valuation sensitivities.
August 14
AEP
American Electric Power
Dividend discount model incorporating dividend growth,
cost of equity, and long-term payout assumptions.
August 7
PANW
Palo Alto Networks
Discounted cash flow analysis with operating forecasts,
margin assumptions, and valuation sensitivities.
July 31
INTU
Intuit
Discounted cash flow analysis with operating forecasts,
margin assumptions, and valuation sensitivities.
July 24
CPRT
Copart
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 17
FN
Fabrinet
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 10
MCK
McKesson Corporation
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
July 2
PARR
Par Pacific Holdings
Mid-cycle sum-of-the-parts discounted cash flow analysis across
refining, logistics, and retail operations.
June 26
RGLD
Royal Gold
Net asset value model incorporating asset-level production,
commodity-price assumptions, mine lives, and discounted cash flows.
June 18
UBER
Uber Technologies
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
June 12
GOLF
Acushnet Holdings
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
June 5
TRV
The Travelers Companies
Levered discounted cash flow analysis with operating assumptions,
capital-structure considerations, and valuation sensitivities.
May 29
AXP
American Express Company
Levered discounted cash flow analysis with operating assumptions,
capital-structure considerations, and valuation sensitivities.
May 22
ECL
Ecolab
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
May 15
PLNT
Planet Fitness
Three-statement financial model, discounted cash flow analysis,
comparable-company analysis, and precedent-transactions analysis.
May 8