Latest news with #LoganGreen
Yahoo
26-05-2025
- Business
- Yahoo
2 Cash-Heavy Stocks to Consider Right Now and 1 to Avoid
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow. Financial flexibility is valuable, but it's not everything - at StockStory, we help you find the stocks that can not only survive but also outperform. That said, here are two companies with net cash positions that can leverage their balance sheets to grow and one best left off your watchlist. Net Cash Position: $314 million (28.9% of Market Cap) With engineering centers across the Americas, Europe, and India serving Fortune 1000 companies, Grid Dynamics (NASDAQ:GDYN) provides technology consulting, engineering, and analytics services to help large enterprises modernize their technology systems and business processes. Why Does GDYN Fall Short? Modest revenue base of $371.2 million gives it less fixed cost leverage and fewer distribution channels than larger companies Incremental sales over the last two years were much less profitable as its earnings per share fell by 8.5% annually while its revenue grew Negative returns on capital show management lost money while trying to expand the business Grid Dynamics's stock price of $12.91 implies a valuation ratio of 32.6x forward P/E. Check out our free in-depth research report to learn more about why GDYN doesn't pass our bar. Net Cash Position: $1.04 billion (15.4% of Market Cap) Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. Why Are We Positive On LYFT? Has the opportunity to boost monetization through new features and premium offerings as its active riders have grown by 10.1% annually over the last two years Incremental sales significantly boosted profitability as its annual earnings per share growth of 72.9% over the last three years outstripped its revenue performance Free cash flow margin increased by 23.3 percentage points over the last few years, giving the company more capital to invest or return to shareholders At $16.10 per share, Lyft trades at 13.3x forward EV/EBITDA. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. Net Cash Position: $253.3 million (12.2% of Market Cap) Formed through the 2013 merger of Elance and oDesk, Upwork (NASDAQ:UPWK) is an online platform where businesses and independent professionals connect to get work done. Why Do We Like UPWK? Monetization efforts are paying off as its average revenue per customer has grown by 8.3% annually over the last two years Performance over the past three years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 395% outpaced its revenue gains Free cash flow margin jumped by 27 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Upwork is trading at $15.75 per share, or 11.8x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-05-2025
- Business
- Yahoo
Lyft (NASDAQ:LYFT) Misses Q1 Sales Targets, But Stock Soars 7.6%
Ride sharing service Lyft (NASDAQ: LYFT) missed Wall Street's revenue expectations in Q1 CY2025, but sales rose 13.5% year on year to $1.45 billion. Its GAAP profit of $0.01 per share was $0.03 above analysts' consensus estimates. Is now the time to buy Lyft? Find out in our full research report. Revenue: $1.45 billion vs analyst estimates of $1.47 billion (13.5% year-on-year growth, 1.3% miss) EPS (GAAP): $0.01 vs analyst estimates of -$0.02 ($0.03 beat) Adjusted EBITDA: $106.5 million vs analyst estimates of $92.39 million (7.3% margin, 15.3% beat) EBITDA guidance for Q2 CY2025 is $122.5 million at the midpoint, in line with analyst expectations Operating Margin: -2%, up from -4.9% in the same quarter last year Free Cash Flow Margin: 19.4%, up from 9% in the previous quarter Active Riders: 24.2 million, up 2.3 million year on year Market Capitalization: $5.30 billion Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. A company's long-term sales performance can indicate its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last three years, Lyft grew its sales at an impressive 19.7% compounded annual growth rate. Its growth beat the average consumer internet company and shows its offerings resonate with customers, a helpful starting point for our analysis. This quarter, Lyft's revenue grew by 13.5% year on year to $1.45 billion but fell short of Wall Street's estimates. Looking ahead, sell-side analysts expect revenue to grow 12.5% over the next 12 months, a deceleration versus the last three years. Despite the slowdown, this projection is above average for the sector and indicates the market is baking in some success for its newer products and services. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. As a gig economy marketplace, Lyft generates revenue growth by expanding the number of services on its platform (e.g. rides, deliveries, freelance jobs) and raising the commission fee from each service provided. Over the last two years, Lyft's active riders, a key performance metric for the company, increased by 10.1% annually to 24.2 million in the latest quarter. This growth rate is solid for a consumer internet business and indicates people are excited about its offerings. In Q1, Lyft added 2.3 million active riders, leading to 10.5% year-on-year growth. The quarterly print isn't too different from its two-year result, suggesting its new initiatives aren't accelerating user growth just yet. Average revenue per user (ARPU) is a critical metric to track because it measures how much the company earns in transaction fees from each user. This number also informs us about Lyft's take rate, which represents its pricing leverage over the ecosystem, or "cut" from each transaction. Lyft's ARPU growth has been impressive over the last two years, averaging 8.7%. Its ability to increase monetization while quickly growing its active riders reflects the strength of its platform, as its users continue to spend more each year. This quarter, Lyft's ARPU clocked in at $59.92. It grew by 2.8% year on year, slower than its user growth. We were impressed by how significantly Lyft blew past analysts' EPS and EBITDA expectations this quarter. We were also glad it expanded its number of users. On the other hand, its revenue slightly missed. Still, we think this was a solid quarter due to the better-than-anticipated profitability. The stock traded up 7.6% to $14 immediately after reporting. Is Lyft an attractive investment opportunity at the current price? If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-05-2025
- Business
- Yahoo
2 Internet Stocks for Long-Term Investors and 1 to Approach with Caution
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. The new habits they're cultivating are also unlocking the next leg of growth for the industry, which has gained 1.6% over the past six months. Investing here would have been wise - at the same time, the S&P 500 fell by 2%. Although these companies have produced results, only those with the widest moats will survive as emerging red-hot players pop up regularly to take their slice of the pie. Keeping that in mind, here are two resilient internet stocks at the top of our wish list and one we're swiping left on. Market Cap: $663.9 million Founded by consignment store aficionado Julie Wainwright, The RealReal (NASDAQ: REAL) is an online marketplace for buying and selling secondhand luxury goods. Why Are We Wary of REAL? Intense competition is diverting traffic from its platform as its active buyers fell by 7.7% annually Cash-burning history makes us doubt the long-term viability of its business model 23× net-debt-to-EBITDA ratio makes lenders less willing to extend additional capital, potentially necessitating dilutive equity offerings The RealReal is trading at $5.81 per share, or 22.9x forward EV/EBITDA. Dive into our free research report to see why there are better opportunities than REAL. Market Cap: $5.24 billion Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. Why Are We Positive On LYFT? Active Riders have grown by 10% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Additional sales over the last three years increased its profitability as the 42.5% annual growth in its earnings per share outpaced its revenue Free cash flow margin jumped by 18.9 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Lyft's stock price of $12.42 implies a valuation ratio of 10.6x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free. Market Cap: $41.14 billion With a mission to democratize finance, Robinhood (NASDAQ:HOOD) is an online consumer finance platform known for its commission-free stock and crypto trading. Why Is HOOD a Good Business? Customers are spending more money on its platform as its average revenue per user has increased by 43.1% annually over the last two years Incremental sales significantly boosted profitability as its annual earnings per share growth of 41.2% over the last three years outstripped its revenue performance Free cash flow margin increased by 1,104 percentage points over the last few years, giving the company more capital to invest or return to shareholders At $45.88 per share, Robinhood trades at 21.2x forward EV/EBITDA. Is now the right time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free.
Yahoo
05-04-2025
- Business
- Yahoo
1 Value Stock Worth Investigating and 2 to Brush Off
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues. Identifying genuine bargains from value traps is something many investors struggle with, which is why we started StockStory - to help you find the best companies. That said, here is one value stock trading at a big discount to its intrinsic value and two best left ignored. Forward P/E Ratio: 13.8x A trailblazer in the avocado industry, Calavo Growers (NASDAQ:CVGW) is a pioneering California-based provider of high-quality avocados and other fresh food products. Why Does CVGW Fall Short? Products have few die-hard fans as sales have declined by 14.7% annually over the last three years Subscale operations are evident in its revenue base of $688.3 million, meaning it has fewer distribution channels than its larger rivals Gross margin of 10.6% is an output of its commoditized products At $23.58 per share, Calavo trades at 13.8x forward price-to-earnings. Dive into our free research report to see why there are better opportunities than CVGW. Forward P/E Ratio: 13.3x With over 2,600 dialysis centers across the United States and a presence in 13 countries, DaVita (NYSE:DVA) operates a network of dialysis centers providing treatment and care for patients with chronic kidney disease and end-stage kidney disease. Why Does DVA Worry Us? Scale is a double-edged sword because it limits the company's growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 2.4% for the last five years Flat treatments over the past two years indicate demand is soft and that the company may need to revise its strategy Anticipated sales growth of 5% for the next year implies demand will be shaky DaVita is trading at $149 per share, or 13.3x forward price-to-earnings. Read our free research report to see why you should think twice about including DVA in your portfolio, it's free. Forward EV/EBITDA Ratio: 9.2x Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. Why Could LYFT Be a Winner? Active Riders have increased by an average of 10% annually, giving it the potential for margin-accretive growth if it can develop valuable complementary products and features Performance over the past three years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 42.5% outpaced its revenue gains Free cash flow margin grew by 18.9 percentage points over the last few years, giving the company more chips to play with Lyft's stock price of $10.81 implies a valuation ratio of 9.2x forward EV-to-EBITDA. Is now a good time to buy? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Globe and Mail
27-02-2025
- Business
- Globe and Mail
Q4 Earnings Outperformers: Lyft (NASDAQ:LYFT) And The Rest Of The Gig Economy Stocks
As the Q4 earnings season wraps, let's dig into this quarter's best and worst performers in the gig economy industry, including Lyft (NASDAQ:LYFT) and its peers. The iPhone changed the world, ushering in the era of the 'always-on' internet and 'on-demand' services - anything someone could want is just a few taps away. Likewise, the gig economy sprang up in a similar fashion, with a proliferation of tech-enabled freelance labor marketplaces, which work hand and hand with many on demand services. Individuals can now work on demand too. What began with tech-enabled platforms that aggregated riders and drivers has expanded over the past decade to include food delivery, groceries, and now even a plumber or graphic designer are all just a few taps away. The 6 gig economy stocks we track reported a mixed Q4. As a group, revenues beat analysts' consensus estimates by 2.5% while next quarter's revenue guidance was in line. While some gig economy stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.8% since the latest earnings results. Lyft (NASDAQ:LYFT) Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. Lyft reported revenues of $1.55 billion, up 26.6% year on year. This print fell short of analysts' expectations by 0.9%. Overall, it was a mixed quarter for the company with a solid beat of analysts' EBITDA estimates but EBITDA guidance for next quarter missing analysts' expectations. Lyft achieved the fastest revenue growth but had the weakest performance against analyst estimates of the whole group. The company reported 24.7 million users, up 10.3% year on year. Still, the market seems discontent with the results. The stock is down 2.9% since reporting and currently trades at $12.83. Is now the time to buy Lyft? Access our full analysis of the earnings results here, it's free. Best Q4: Angi (NASDAQ:ANGI) Created by IAC's mergers of Angie's List and HomeAdvisor, ANGI (NASDAQ: ANGI) operates the largest online marketplace for home services in the US. Angi reported revenues of $267.9 million, down 10.8% year on year, outperforming analysts' expectations by 5.3%. The business had a very strong quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' number of service requests estimates. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 2.9% since reporting. It currently trades at $1.67. Is now the time to buy Angi? Access our full analysis of the earnings results here, it's free. Weakest Q4: Fiverr (NYSE:FVRR) Based in Tel Aviv, Fiverr (NYSE:FVRR) operates a fixed price global freelance marketplace for digital services. Fiverr reported revenues of $103.7 million, up 13.3% year on year, exceeding analysts' expectations by 2.3%. Still, it was a slower quarter as it posted a decline in its buyers and EBITDA guidance for next quarter missing analysts' expectations. As expected, the stock is down 20.7% since the results and currently trades at $26.25. Read our full analysis of Fiverr's results here. Uber (NYSE:UBER) Notoriously funded with $7.7 billion from the Softbank Vision Fund, Uber (NYSE:UBER) operates a platform of on-demand services such as ride-hailing, food delivery, and freight. Uber reported revenues of $11.96 billion, up 20.4% year on year. This result topped analysts' expectations by 1.6%. More broadly, it was a satisfactory quarter as it also produced strong growth in its users but EBITDA in line with analysts' estimates. The company reported 171 million users, up 14% year on year. The stock is up 9.3% since reporting and currently trades at $76.22. Read our full, actionable report on Uber here, it's free. DoorDash (NASDAQ:DASH) Founded by Stanford students with the intent to build 'the local, on-demand FedEx", DoorDash (NYSE:DASH) operates an on-demand food delivery platform. DoorDash reported revenues of $2.87 billion, up 24.8% year on year. This number surpassed analysts' expectations by 1.1%. Aside from that, it was a mixed quarter as it also logged strong growth in its requests but EBITDA guidance for next quarter slightly missing analysts' expectations. The company reported 685 million service requests, up 19.3% year on year. The stock is up 2.9% since reporting and currently trades at $198.66. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
