Latest news with #VNT
Yahoo
23-05-2025
- Business
- Yahoo
1 Profitable Stock for Long-Term Investors and 2 to Think Twice About
A company with profits isn't always a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential. A business making money today isn't necessarily a winner, which is why we analyze companies across multiple dimensions at StockStory. That said, here is one profitable company that balances growth and profitability and two that may face some trouble. Trailing 12-Month GAAP Operating Margin: 10.1% Credited with the discovery of fiberglass, Owens Corning (NYSE:OC) supplies building and construction materials to the United States and international markets. Why Does OC Give Us Pause? Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth Sales are projected to tank by 6.7% over the next 12 months as demand evaporates Free cash flow margin dropped by 4.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up Owens Corning's stock price of $138.70 implies a valuation ratio of 9.1x forward P/E. Check out our free in-depth research report to learn more about why OC doesn't pass our bar. Trailing 12-Month GAAP Operating Margin: 17.7% A spin-off of a spin-off, Vontier (NYSE:VNT) provides electronic products and systems to the transportation, automotive, and manufacturing sectors. Why Do We Think VNT Will Underperform? Organic sales performance over the past two years indicates the company may need to make strategic adjustments or rely on M&A to catalyze faster growth Free cash flow margin dropped by 14.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up Diminishing returns on capital suggest its earlier profit pools are drying up At $35.81 per share, Vontier trades at 11.3x forward P/E. To fully understand why you should be careful with VNT, check out our full research report (it's free). Trailing 12-Month GAAP Operating Margin: 26.3% Processing one out of every six paychecks in the United States, ADP (NASDAQ:ADP) provides cloud-based human capital management solutions that help businesses manage payroll, benefits, talent acquisition, and HR administration. Why Should ADP Be on Your Watchlist? Enormous revenue base of $20.2 billion provides significant distribution advantages Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends, and its growing cash flow gives it even more resources to deploy Returns on capital are growing as management capitalizes on its market opportunities ADP is trading at $321.37 per share, or 30.3x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. 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-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free.
Business Insider
23-05-2025
- Business
- Business Insider
Macquarie Sticks to Their Buy Rating for Ventia Services Group Limited (VNT)
Macquarie analyst John Purtell maintained a Buy rating on Ventia Services Group Limited (VNT – Research Report) today and set a price target of A$5.00. The company's shares closed today at A$4.76. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Purtell is ranked #4539 out of 9537 analysts. Ventia Services Group Limited has an analyst consensus of Moderate Buy, with a price target consensus of A$4.88. VNT market cap is currently A$3.92B and has a P/E ratio of 18.14.
Yahoo
16-05-2025
- Business
- Yahoo
3 Small-Cap Stocks with Red Flags
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. That said, here are three small-cap stocks to avoid and some other investments you should consider instead. Market Cap: $7.88 billion With a history that features both organic growth and acquisitions, AGCO (NYSE:AGCO) designs, manufactures, and sells agricultural machinery and related technology. Why Do We Think AGCO Will Underperform? Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy Performance over the past five years shows its incremental sales were much less profitable, as its earnings per share fell by 46.7% annually Eroding returns on capital suggest its historical profit centers are aging AGCO's stock price of $105.71 implies a valuation ratio of 22.3x forward P/E. To fully understand why you should be careful with AGCO, check out our full research report (it's free). Market Cap: $5.45 billion A spin-off of a spin-off, Vontier (NYSE:VNT) provides electronic products and systems to the transportation, automotive, and manufacturing sectors. Why Are We Out on VNT? Organic sales performance over the past two years indicates the company may need to make strategic adjustments or rely on M&A to catalyze faster growth Free cash flow margin dropped by 14.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up Waning returns on capital imply its previous profit engines are losing steam Vontier is trading at $36.83 per share, or 11.6x forward P/E. Check out our free in-depth research report to learn more about why VNT doesn't pass our bar. Market Cap: $6.26 billion Founded as a single retail store, Arrow Electronics (NYSE:ARW) provides electronic components and enterprise computing solutions to businesses globally. Why Do We Avoid ARW? Flat sales over the last five years suggest it must find different ways to grow during this cycle Falling earnings per share over the last two years has some investors worried as stock prices ultimately follow EPS over the long term Diminishing returns on capital suggest its earlier profit pools are drying up At $120.59 per share, Arrow Electronics trades at 10.3x forward P/E. Dive into our free research report to see why there are better opportunities than ARW. 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 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-small-cap company Exlservice (+354% 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
15-05-2025
- Business
- Yahoo
VNT Q1 Earnings Call: Resilient Mobility Tech Offsets Macro Uncertainty and Tariff Risks
Electronic equipment provider Vontier (NYSE:VNT) reported Q1 CY2025 results topping the market's revenue expectations , but sales fell by 1.9% year on year to $741.1 million. The company expects next quarter's revenue to be around $735 million, close to analysts' estimates. Its non-GAAP profit of $0.77 per share was 6.2% above analysts' consensus estimates. Is now the time to buy VNT? Find out in our full research report (it's free). Revenue: $741.1 million vs analyst estimates of $721.1 million (1.9% year-on-year decline, 2.8% beat) Adjusted EPS: $0.77 vs analyst estimates of $0.72 (6.2% beat) Adjusted EBITDA: $173.4 million vs analyst estimates of $168.4 million (23.4% margin, 2.9% beat) The company reconfirmed its revenue guidance for the full year of $3.01 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $3.08 at the midpoint Operating Margin: 17.6%, down from 18.8% in the same quarter last year Free Cash Flow Margin: 12.5%, up from 9.4% in the same quarter last year Organic Revenue was flat year on year (3.9% in the same quarter last year) Market Capitalization: $5.5 billion Vontier's Q1 results were influenced by outperformance in its Mobility Technologies and Environmental & Fueling Solutions segments, as management highlighted continued demand for digital solutions and strong customer capital spending. CEO Mark Morelli credited investments in connected hardware and software for share gains, while CFO Anshooman Aga noted that core sales declines were less than anticipated, supported by Invenco's recurring software revenue and stable activity in fueling equipment. The company also benefited from operational improvements and supply chain diversification, helping mitigate the negative effects of tariffs and trade policy shifts. Looking ahead, Vontier is maintaining its full-year outlook despite macroeconomic uncertainty and potential tariff impacts. Management explained that its guidance reflects a more cautious demand environment for the second half of the year, with price increases and further supply chain actions planned to offset approximately $50 million in anticipated tariff costs. Morelli emphasized, 'We are confident we can mitigate the impact,' while also reiterating the resilience of the company's core markets and its ongoing focus on margin expansion through operational simplification and strategic pricing. Vontier's first quarter performance was shaped by robust execution in Mobility Technologies, resilience in Environmental & Fueling Solutions, and active tariff mitigation strategies. Management highlighted the following key factors impacting the business: Mobility Technologies momentum: Core sales growth was driven by continued demand for Invenco's enterprise productivity and unified payment solutions, as customers sought integrated digital platforms to streamline operations and enhance consumer experiences at convenience stores. Environmental & Fueling stability: The Environmental & Fueling Solutions segment saw steady demand for both underground and aboveground fueling equipment, supported by modernization projects and regulatory-driven upgrades. Management noted that recent product launches and a healthy industry capital expenditure environment contributed to this performance. Tariff mitigation efforts: Management detailed ongoing efforts to reduce exposure to tariffs by diversifying the supply chain away from China and Southeast Asia, negotiating supplier costs, and passing through price increases. The current estimated tariff impact is $50 million, but management expects to neutralize this through countermeasures. Repair Solutions softness: The Repair Solutions segment experienced weaker demand due to timing shifts in major sales events and cautious technician spending on large-ticket items. Management does not expect this segment to be flat for the year, instead anticipating a mid-single-digit decline, but believes this is offset by strengths elsewhere. Operational improvement initiatives: Vontier's annual CEO Kaizen event and ongoing simplification projects are intended to drive further productivity, reduce complexity, and support margin expansion. Management continues to prioritize these self-help actions to navigate a dynamic operating environment. Management's outlook for the next quarter and full year centers on maintaining operational agility, navigating tariff risks, and capturing growth in digital mobility solutions while bracing for softer demand in some segments. Tariff management and pricing strategy: The company plans to counter rising tariff costs through additional supply chain optimization and strategic price increases, aiming to preserve margins despite external headwinds. Digital and SaaS adoption: Growth in software-as-a-service (SaaS) offerings, particularly in the Drives platform for managing electric vehicle (EV) chargers, is expected to contribute higher-margin recurring revenue as customers increasingly digitize operations. Segment mix and macro caution: While Mobility Technologies and Environmental & Fueling Solutions are projected to remain resilient, ongoing weakness in Repair Solutions and macroeconomic uncertainty could weigh on overall volume, prompting management to embed contingency into its outlook. Nigel Coe (Wolfe Research): Asked about contingency planning for the second half of the year and how pricing actions will offset tariff impacts; management confirmed price increases are already in effect and will help maintain margins. Julian Mitchell (Barclays): Inquired about Mobility Technologies margin evolution; CFO Aga explained that margins should improve after a Q1 one-time settlement, with full-year margin expansion expected. Julian Mitchell (Barclays): Sought clarity on Repair Solutions' outlook and tariff exposure; management expects a mid-single-digit decline in Repair Solutions sales but views tariff impact as manageable due to prior supply chain actions. David Ridley-Lane (BofA): Questioned whether customers in Environmental & Fueling Solutions are delaying projects; CEO Morelli reported no signs of capital expenditure hesitancy and described the end market as resilient. Unidentified Analyst (Citi): Asked about the progress of product line simplification and path to margin improvement; management sees significant remaining runway for operational efficiency and margin expansion through simplification. In the coming quarters, the StockStory team will closely monitor (1) the pace of digital adoption and SaaS revenue growth in Mobility Technologies, (2) further evidence of successful tariff mitigation and its impact on margins, and (3) demand trends in Environmental & Fueling Solutions, particularly for modernization and new build projects. We will also track whether Repair Solutions stabilizes or continues to face headwinds as macro conditions evolve. Vontier currently trades at a forward P/E ratio of 11.6×. In the wake of earnings, is it a buy or sell? Find out in our free research report. 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 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.
Daily Express
13-05-2025
- Daily Express
Local fishing vessel detained for crew violations, missing documents
Published on: Tuesday, May 13, 2025 Published on: Tue, May 13, 2025 Text Size: KOTA KINABALU: A suspicious Local Fishing Vessel (VNT) was detained by Malaysian Maritime Enforcement Agency (MMEA) off Tanjung Aru, 31.6 nautical miles west, on Monday. The vessel, carrying a skipper and five crew, was found violating the Merchant Shipping Ordinance 1952 by failing to meet minimum crew requirements. Two crew members lacked valid identification or work permits, breaching the Immigration Act 1959/63. Authorities seized the vessel, crew, and around 900kg of mixed fish, with an estimated total value of RM200,000. MMEA stressed zero tolerance for maritime law violations and pledged tighter patrols in high-risk areas. * Follow us on Instagram and join our Telegram and/or WhatsApp channel(s) for the latest news you don't want to miss. * Do you have access to the Daily Express e-paper and online exclusive news? Check out subscription plans available. Stay up-to-date by following Daily Express's Telegram channel. Daily Express Malaysia
