BT Group (BT:NYS) Fundamental Valuation Report

Fundamental Valuation Report

BT Group(BT:NYS)

Communication Services:Telecom Services

This Report was generated using the valuation tools available on StockCalc.com. For a free 30 day trial click here.

Close Price/Date
11.64 (GBP) / $14.91 (USD) 10/01/2019

Weighted Valuation
14.00 (GBP) / $17.93 (USD)

Use a conversion rate of 1.2809838 from GBP to USD.

Overall Rating
Undervalued by 20.3%

Valuation Models Analyst Consensus: 14.00 (GBP) / $17.93 (USD)
(in order of importance)
Valuation Methods This company is:
Cash Flow: Undervalued on a Cash Flow Valuation
Comparable Company: Overvalued on a Comparable Valuation
Asset: Overvalued on an Asset Valuation

Company Overview (BT:NYS USD)

Price 0.00
Range 0.00 – 0.00
52 week 0.00 – 0.00
Open 0.00
Vol / Avg. 0/0
Mkt cap 0
P/E 0.00
Div/yield 0.00/0.00
EPS 0.00
Shares 0
Beta 0.00

Company Description

BT Group, formerly known as British Telecom, is the incumbent phone operator and largest supplier of fixed-line phone services in Britain, with about 38% market share. BT’s external sales are split among EE (22%), global services (21%), consumer (21%), business (19%), wholesale (8%), and Openreach and other (9%). BT is the largest supplier of high-speed Internet lines, including lines it wholesales. It is also the largest wireless operator and the only company in the U.K. that owns both its own fixed-line and wireless networks. Despite global services’ reduced size as a percentage of BT’s revenue, it is still one of the largest international providers of managed networks and information technology services.

Valuation Details

 We have up to 6 valuation points for each company. Details are at the bottom of the report.

Discounted Cash Flow and Sensitivity Analysis for BT:NYS

Using a discounted cash flow model we generated an intrinsic value of 19.68 (GBP) / $25.21 (USD) for BT:NYS

Sensitivity Analysis

(showing how changes in the input variables impact the DCF calculation)

BT:NYS Current Values Valuation If Dropped * Valuation If Raised *
Calculated Value: $19.68 1% 5% 1% 5%
WACC (or Ke) 6.96 $27.03 $14.80
Terminal Growth Rate 2.00 $15.13 $26.52
Tax Rate 0.20 $22.35 $17.00
Cash Flow 7,596,654,000 $16.74 $22.61
Capital Expenditures -2,716,600,000 $18.71 $20.64
Long Term Debt 17,157,081,000 $20.11 $19.25

* Changes are absolute: ex WACC from 8% to 7%

Comparables Model

Using similar companies and price based ratios we generated a valuation of 6.67 (GBP) / $8.54 (USD) for BT:NYS. We also generated a valuation of 9.66 (GBP) / $12.37 (USD) using other metrics and comparables.
The comparable companies were and Vodafone Group (VOD:NAS).

Company BT:NYS End Date Value
Earnings/Share 1.14 (GBP) / $1.45 (USD)
Book Value/Share 5.45 (GBP) / $6.99 (USD)
Sales/Share 11.62 (GBP) / $14.88 (USD)
Cash Flow/Share 1.53 (GBP) / $1.96 (USD)
EBITDA/Share 3.42 (GBP) / $4.37 (USD)
Price Based on Comps Adjustment Factor (%)
0.00 (GBP) / $0.00 (USD) -55.0
4.06 (GBP) / $5.21 (USD) 0.0
11.90 (GBP) / $15.24 (USD) -30.9
0.07 (GBP) / $0.09 (USD) -40.7
23.54 (GBP) / $30.15 (USD) -32.6
BT:NYS Ratios Used Average Values VOD:NAS
10.55 PE Ratio 0.00 0.00
2.18 PB Ratio 0.75 0.75
1.02 PS Ratio 1.02 1.02
7.77 PCF Ratio 3.68 3.68
5.23 EV to EBITDA 6.89 6.89

Multiples

Using a multiples approach we generated a valuation of  17.14 (GBP) / $21.95 (USD) for BT:NYS

Company BT:NYS End Date Value
Earnings/Share 1.14 (GBP) / $1.45 (USD)
Book Value/Share 5.45 (GBP) / $6.99 (USD)
Sales/Share 11.62 (GBP) / $14.88 (USD)
Cash Flow/Share 1.53 (GBP) / $1.96 (USD)
EBITDA/Share 3.42 (GBP) / $4.37 (USD)
Price Based on Comps Adjustment Factor
17.44 (GBP) / $22.34 (USD) 0
17.51 (GBP) / $22.43 (USD) 0
18.52 (GBP) / $23.73 (USD) 0
9.01 (GBP) / $11.54 (USD) 0
23.20 (GBP) / $29.71 (USD) 0
Ratios Ratio Average
PE Ratio 15.37
PB Ratio 3.21
PS Ratio 1.59
PCF Ratio 5.90
EV to EBITDA 6.79

Adjusted Book Value versus Historical Price to Book

The average the Price to Book ratio for  BT:NYS for the last 7 years was  3.35

We ran the Adjusted Book Value for  BT:NYS and generated a book value of  1.04 (GBP) / $1.33 (USD)
By multiplying these we get an adjusted valuation of  3.48 (GBP) / $4.46 (USD)

Analyst Data

In the Stockcalc database there are 4 analysts that provide a valuation for BT:NYS. The 4 analysts have a concensus valuation for BT:NYS for 2020 of 14.00 (GBP) / $17.93 (USD).

BT:NYS BT Group

Analyst Recommendation
Buy Hold Sell Rating
(of 5)
Guidance As Of
1 3 0 3.6000 Outperform 2019-1-9

Current Price: 14.91 USD

Analyst Consensus
GBP Millions 2019 2020 2021
Mean EPS 1.26 1.29 1.36
# EPS Analysts 4 4 2
Mean Revenue 23,319.70 23,253.30 23,008.50
# Revenue Analysts 3 3 2
Mean Target Price 14.00
Mean Cash Flow 2.74 2.82 2.97
Mean EBITDA 7,351.30 7,405.40 7,447.70
Mean Net Income 2,475.30 2,582.70 2,651.80
Mean Debt Outstanding 10,986.00 12,513.60 12,735.40
Mean Tax Rate
Mean Growth Rate 4.62
Mean Capital Expenditure 3,705.50 4,176.60 3,884.30

Explanation of Valuation Models

We have up to 6 valuation points for each company in the database.

The Discounted Cash Flow (DCF) valuation is a cash flow model where cash flow projections are discounted back to the present to calculate value per share. DCF is a common valuation technique especially for companies undergoing irregular cash flows such as resource companies (mining, forestry, oil and gas) going though price cycles or smaller companies about to generate cash flow (junior exploration companies, junior pharma, technology firms…).

The Price Comparables valuation is the result of valuing the company we are looking at on the basis of ratios from selected comparable companies: Price to Earnings, Price to Book, Price to Sales, Price to Cash Flow, Enterprise Value (EV) to EBITDA. Each of these ratios for the selected comparable companies are averaged and multiplied by the values for the company we are interested in to calculate a value per share for our selected company.

We have included the Other Comparables as a way to value companies that cannot be valued using Earnings based ratios. This technique is very useful for companies still experiencing negative cash flows such as mining exploration firms. We use Cash/Share, Book Value/Share, MarketCap, 1 Year Return, NetPPE as the ratios here. Each of these ratios for the selected comparable companies are averaged and multiplied by the values for the company we are interested in to calculate a value per share for our selected company.

Multiples are similar to Price comparables where we look at current or historic ratios for the company in question to assess what it should be worth today based on those historic ratios. We use the same 5 ratios as in the price comparables and value the company with its historic averages.

With Adjusted Book Value (ABV) we calculate the book value per share for the company based on its balance sheet and multiply that book value per share by its historical price to book ratio to calculate a value per share.

If we have Analyst coverage for the company we use the consensus target price here.

Notice to User


The contents of this report and the Stockcalc website are provided on an ‘‘as is’’ or ‘‘as available’’ basis with all faults and may not be current in all cases. The information in this report or on the website is subject to continuous change and Patchell Brook Equity Analytics Inc. assumes no responsibility to update or amend such information or that the information will be current. Patchell Brook Equity Analytics Inc. does not claim that all information, calculations or opinions presented in this report or on its website are true, reliable, or complete. Accordingly, you should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment or other decision. Any information, data, opinions, calculations or recommendations provided by third parties through links to other websites or otherwise made available through this report or website are solely those of the third party and not of Patchell Brook Equity Analytics Inc. Please refer to the Terms of Use on stockcalc.com for further information.
To access all of the tools on Stockcalc, including more detailed valuation reports and the models used to generate these valuations, please subscribe for a free 30 day trial of Stockcalc here.


Walmart (WMT:NYS) and Costco Wholesale (COST:NAS) Downgraded

Stockcalc – Free Trial

Have a free look inside the StockCalc website at www.stockcalc.com



I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Downgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been downgraded by at least one analyst in the last few days.

Why Do Companies Get Downgraded?

Companies can get downgraded for a number of reasons but primarily due to reduced future earnings potential due to loss of contracts, faultering product lines, increasing costs relative to revenue or financial risk.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
WMT Walmart Inc 2 0 7 1 0 0 3.3000 3.4000 Hold
TJX TJX Companies Inc 6 0 2 1 1 0 3.9000 4.0000 Outperform
BT BT Group PLC 1 1 3 0 0 0 3.6000 3.7500 Outperform
DCP DCP Midstream LP 1 0 2 0 0 0 3.6667 4.0000 Outperform
KGC Kinross Gold Corp 4 2 7 0 1 0 3.5714 3.7143 Outperform
SOGO Sogou Inc 2 0 0 0 1 0 3.6667 4.3333 Outperform
TAC TransAlta Corp 0 1 9 0 1 0 2.9091 2.9167 Hold
JE Just Energy Group Inc 1 1 4 0 0 0 3.5000 3.7143 Hold
SFE Safeguard Scientifics Inc 0 0 1 0 0 0 3.0000 4.0000 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
FCR First Capital Realty Inc 3 1 3 0 0 0 4.0000 4.2857 Outperform
SRU.UN SmartCentres Real Estate Investment Trust 2 3 3 0 0 0 3.8750 4.1250 Outperform
K Kinross Gold Corp 4 2 7 0 1 0 3.5714 3.7143 Outperform
TA TransAlta Corp 0 1 9 0 1 0 2.9091 2.9167 Hold
JE Just Energy Group Inc 1 1 4 0 0 0 3.5000 3.7143 Hold
ALO Alio Gold Inc 2 0 6 0 1 0 3.2222 3.4444 Hold
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
ALO Alio Gold Inc 2 0 6 0 1 0 3.2222 3.4444 Hold
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
COST Costco Wholesale Corp 5 0 3 0 1 0 3.8889 4.2500 Outperform
AMTD TD Ameritrade Holding Corp 4 0 3 0 0 0 4.1429 4.2500 Outperform
XLNX Xilinx Inc 3 0 3 0 0 0 4.0000 4.3333 Outperform
JKHY Jack Henry & Associates Inc 1 0 5 0 1 0 3.0000 3.1429 Hold
PINC Premier Inc 3 0 2 1 0 0 3.8333 4.0000 Outperform

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

WMT:NYS Walmart

http://www.walmart.com
Walmart has 2300000 employees and is headquartered in United States.
Walmart Inc operates retail stores in various formats under various banners. Its operations comprise of three reportable business segments, Walmart U.S., Walmart International and Sam’s Club in three categories retail, wholesale and others.

COST:NAS Costco Wholesale

http://www.costco.com
Costco Wholesale has 231000 employees and is headquartered in United States.
Costco Wholesale Corp and its subsidiaries operate membership warehouses. The company offers its members low prices on a limited selection of nationally branded and select private-label products in merchandise categories.

Free Valuation

Run a valuation on any of the companies listed above at www.stockcalc.com/valureport.aspx or subscribe at our Stockcalc Facebook Page to receive this list each day Stockcalc Reports.

The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.

BT Group (BT:NYS) Fundamental Valuation Report


This Report was generated using the tools available on StockCalc.com. Patchell Brook Equity Analytics Inc. emphasizes that the user assumes all risks associated with the use of this report or the Stockcalc website including, but not limited to, all terms and conditions mentioned in the legal disclaimer.
To access all of the tools on Stockcalc, including more detailed valuation reports and the models used to generate these valuations, please subscribe for a free 30 day trial of Stockcalc here.

BT Group 10.44 (GBP) / $13.90 (USD) Close Price as of 24/05/2018

Based on the analysis conducted in this report, BT Group, (BT:NYS) is found to be  Undervalued. Use a conversion rate of 1.33106165 from GBP to USD.

Company BT Group
Symbol:Exchange BT:NYS
Industry Communication Services:Telecom Services
Close Price/Date 10.44 (GBP) / $13.90 (USD) 24/05/2018
Weighted Average Valuation 11.97 (GBP) / $15.94 (USD)
Summary BT:NYS is found to be  Undervalued by 14.6% using the 2 valuation models shown below.
Valuation Models Used Analyst Consensus: 15.00 (GBP) / $19.97 (USD)
(in order of importance) Comparables: 7.43 (GBP) / $9.89 (USD)
Valuation Methods Analysis This company is:
Cash Flow Basis: Undervalued on a Cash Flow Valuation basis
Comparable Company Basis: Overvalued on a Comparable Valuation basis
Asset Basis: Overvalued on an Asset Valuation basis

Valuation Details

BT Group Valuations

Summary chart

 We have up to 6 valuation points for each company. Details are at the bottom of the report.

Discounted Cash Flow and Sensitivity Analysis for BT:NYS

Using a discounted cash flow model we generated an intrinsic value of 24.20 (GBP) / $32.21 (USD) for BT:NYS

Sensitivity Analysis

(showing how changes in the input variables impact the DCF calculation)

BT:NYS Current Values Valuation If Dropped * Valuation If Raised *
Calculated Value: $24.20 1% 5% 1% 5%
WACC (or Ke) 7.18 $32.63 $18.59
Terminal Growth Rate 2.20 $19.00 $32.01
Tax Rate 0.19 $26.99 $21.41
Cash Flow 7,740,014,800 $21.22 $27.18
Capital Expenditures -2,532,600,000 $23.30 $25.09
Long Term Debt 17,157,081,000 $24.63 $23.77

* Changes are absolute: ex WACC from 8% to 7%

Comparables Model

Using similar companies and price based ratios we generated a valuation of 7.43 (GBP) / $9.89 (USD) for BT:NYS. We also generated a valuation of 15.80 (GBP) / $21.02 (USD) using other metrics and comparables.
The comparable companies were Vodafone Group (VOD:NAS)

Company BT:NYS End Date Value
Earnings/Share 1.02 (GBP) / $1.36 (USD)
Book Value/Share 5.22 (GBP) / $6.94 (USD)
Sales/Share 11.96 (GBP) / $15.92 (USD)
Cash Flow/Share 2.48 (GBP) / $3.31 (USD)
EBITDA/Share 0.00 (GBP) / $0.00 (USD)
Price Based on Comps Adjustment Factor (%)
0.00 (GBP) / $0.00 (USD) -55.0
4.59 (GBP) / $6.11 (USD) 0.0
16.15 (GBP) / $21.50 (USD) -30.8
11.00 (GBP) / $14.64 (USD) -40.7
0.00 (GBP) / $0.00 (USD) -34.8
BT:NYS Ratios Used Average Values VOD:NAS
10.19 PE Ratio 0.00 0.00
2.00 PB Ratio 0.88 0.88
0.87 PS Ratio 1.35 1.35
4.20 PCF Ratio 4.43 4.43
4.55 EV to EBITDA 5.93 5.93

Multiples

Using a multiples approach we generated a valuation of  18.87 (GBP) / $25.11 (USD) for BT:NYS

Company BT:NYS End Date Value
Earnings/Share 1.02 (GBP) / $1.36 (USD)
Book Value/Share 5.22 (GBP) / $6.94 (USD)
Sales/Share 11.96 (GBP) / $15.92 (USD)
Cash Flow/Share 2.48 (GBP) / $3.31 (USD)
EBITDA/Share 3.38 (GBP) / $4.50 (USD)
Price Based on Comps Adjustment Factor
16.27 (GBP) / $21.65 (USD) 0
18.50 (GBP) / $24.63 (USD) 0
20.71 (GBP) / $27.56 (USD) 0
15.36 (GBP) / $20.45 (USD) 0
23.49 (GBP) / $31.27 (USD) 0
Ratios Ratio Average
PE Ratio 15.95
PB Ratio 3.55
PS Ratio 1.73
PCF Ratio 6.18
EV to EBITDA 6.95

Adjusted Book Value versus Historical Price to Book

The average the Price to Book ratio for  BT:NYS for the last 10 years was  3.73

We ran the Adjusted Book Value for  BT:NYS and generated a book value of  0.82 (GBP) / $1.09 (USD)
By multiplying these we get an adjusted valuation of  3.06 (GBP) / $4.07 (USD)

Analyst Data

In the Stockcalc database there are 4 analysts that provide a valuation for BT:NYS. The 4 analysts have a concensus valuation for BT:NYS for 2019 of 15.00 (GBP) / $19.97 (USD).

BT:NYS BT Group

Analyst Recommendation
Buy Hold Sell Rating
(of 5)
Guidance As Of
3 2 0 4.2000 Outperform 2018-5-23

Current Price: not available

Analyst Consensus
GBP Millions 2018 2019 2020
Mean EPS 1.38 1.34 1.39
# EPS Analysts 5 5 5
Mean Revenue 23,812.60 23,673.40 23,838.80
# Revenue Analysts 4 4 4
Mean Target Price 15.00
Mean Cash Flow 2.61 2.99 2.91
Mean EBITDA 7,501.20 7,453.00 7,573.40
Mean Net Income 2,578.30 2,792.60 2,879.40
Mean Debt Outstanding 10,072.70 10,261.50 10,951.50
Mean Tax Rate 20.70 20.00 20.00
Mean Growth Rate 4.66
Mean Capital Expenditure 3,462.30 3,684.40 3,861.10

Company Overview (BT:NYS USD)

Price 13.90
Range 13.58 – 13.92
52 week 13.68 – 21.07
Open 13.64
Vol / Avg. 3.27M/273470
Mkt cap 137.91B
P/E 10.19
Div/yield 0.63/0.07
EPS 0.96
Shares 9.92B
Beta 1.21
Summary chart

Detailed Company Description

BT Group PLC is a provider of telecommunications networks and services. It sells fixed-voice, broadband, mobile and TV products and services to consumers in the UK.

Explanation of Valuation Models

We have up to 6 valuation points for each company in the database.

The Discounted Cash Flow (DCF) valuation is a cash flow model where cash flow projections are discounted back to the present to calculate value per share. DCF is a common valuation technique especially for companies undergoing irregular cash flows such as resource companies (mining, forestry, oil and gas) going though price cycles or smaller companies about to generate cash flow (junior exploration companies, junior pharma, technology firms…).

The Price Comparables valuation is the result of valuing the company we are looking at on the basis of ratios from selected comparable companies: Price to Earnings, Price to Book, Price to Sales, Price to Cash Flow, Enterprise Value (EV) to EBITDA. Each of these ratios for the selected comparable companies are averaged and multiplied by the values for the company we are interested in to calculate a value per share for our selected company.

We have included the Other Comparables as a way to value companies that cannot be valued using Earnings based ratios. This technique is very useful for companies still experiencing negative cash flows such as mining exploration firms. We use Cash/Share, Book Value/Share, MarketCap, 1 Year Return, NetPPE as the ratios here. Each of these ratios for the selected comparable companies are averaged and multiplied by the values for the company we are interested in to calculate a value per share for our selected company.

Multiples are similar to Price comparables where we look at current or historic ratios for the company in question to assess what it should be worth today based on those historic ratios. We use the same 5 ratios as in the price comparables and value the company with its historic averages.

With Adjusted Book Value (ABV) we calculate the book value per share for the company based on its balance sheet and multiply that book value per share by its historical price to book ratio to calculate a value per share.

If we have Analyst coverage for the company we use the consensus target price here.

Notice to User


The contents of this report and the Stockcalc website are provided on an ‘‘as is’’ or ‘‘as available’’ basis with all faults and may not be current in all cases. The information in this report or on the website is subject to continuous change and Patchell Brook Equity Analytics Inc. assumes no responsibility to update or amend such information or that the information will be current. Patchell Brook Equity Analytics Inc. does not claim that all information, calculations or opinions presented in this report or on its website are true, reliable, or complete. Accordingly, you should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment or other decision. Any information, data, opinions, calculations or recommendations provided by third parties through links to other websites or otherwise made available through this report or website are solely those of the third party and not of Patchell Brook Equity Analytics Inc. Please refer to the Terms of Use on www.stockcalc.com for further information.
To access all of the tools on Stockcalc, including more detailed valuation reports and the models used to generate these valuations, please subscribe for a free 30 day trial of Stockcalc here.

The Estee Lauder Cos (EL:NYS) and Canadian Imperial Bank (CM:NYS) Upgraded

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I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Upgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been upgraded by at least one analyst in the last few days.

Why Do Companies Get Upgraded?

Companies can get upgraded for a number of reasons, but primarily due to improved future earnings potential due to new contracts, new products, cost savings or restructuring.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
EL The Estee Lauder Companies Inc 6 0 4 0 0 0 4.2000 4.1111 Outperform
CM Canadian Imperial Bank of Commerce 4 3 3 0 0 0 4.1000 4.0000 Outperform
BT BT Group PLC 3 0 2 0 0 0 4.2000 4.0000 Outperform
HEI Heico Corp 2 0 1 0 0 0 4.3333 4.0000 Outperform
WPX WPX Energy Inc 4 0 0 1 0 0 4.4000 4.0000 Outperform
NNN National Retail Properties Inc 1 0 2 0 0 0 3.6667 3.0000 Outperform
SRG Seritage Growth Properties 0 0 1 0 1 0 2.0000 1.0000 Underperform
SMAR Smartsheet Inc 1 0 0 0 0 0 5.0000 0.0000 Buy
RFP Resolute Forest Products Inc 0 0 5 0 0 0 3.0000 2.6000 Hold
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
VIA Viacom Inc 4 1 4 0 2 0 3.4545 3.3636 Hold
GDS GDS Holdings Ltd 1 0 1 0 0 0 4.0000 3.0000 Outperform
PEGI Pattern Energy Group Inc 4 3 1 0 0 0 4.3750 4.2500 Outperform

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

EL:NYS The Estee Lauder Cos

http://www.elcompanies.com
The Estee Lauder Cos has 46000 employees and is headquartered in United States.
The Estee Lauder Companies Inc is a beauty products manufacturer providing Skin care, Makeup, Fragrance and Hair care services.

CM:NYS Canadian Imperial Bank

http://www.cibc.com
Canadian Imperial Bank has 44646 employees and is headquartered in Canada.
Canadian Imperial Bank of Commerce is a Canadian-based financial institution. The company serves its clients through retail and business banking, wealth management and wholesale banking.

Free Valuation

Run a valuation on any of the companies listed above at www.stockcalc.com/valureport.aspx or subscribe at our Stockcalc Facebook Page to receive this list each day Stockcalc Reports.

The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.

Royal Dutch Shell (RDS.B:NYS) and BT Group (BT:NYS) Downgraded

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I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Downgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been downgraded by at least one analyst in the last few days.

Why Do Companies Get Downgraded?

Companies can get downgraded for a number of reasons but primarily due to reduced future earnings potential due to loss of contracts, faultering product lines, increasing costs relative to revenue or financial risk.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
RDS.B Royal Dutch Shell PLC 7 0 2 0 1 0 4.2000 4.3000 Outperform
RDS.A Royal Dutch Shell PLC 7 0 2 0 1 0 4.2000 4.3000 Outperform
BT BT Group PLC 2 1 2 0 0 0 4.0000 4.4000 Outperform
WAB Westinghouse Air Brake Technologies Corp 2 0 2 0 1 0 3.4000 3.6000 Hold
PF Pinnacle Foods Inc 4 0 0 1 0 0 4.4000 4.6000 Outperform
RYB RYB Education Inc 0 0 1 0 0 0 3.0000 5.0000 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
EFN Element Fleet Management Corp 1 2 7 0 0 0 3.4000 3.4444 Hold
CG Centerra Gold Inc 2 2 5 0 0 0 3.6667 3.7500 Outperform
HOT.UN American Hotel Income Properties REIT LP 5 0 4 0 0 0 4.1111 4.2222 Outperform
INO.UN Inovalis Real Estate Investment Trust 1 1 3 0 0 0 3.6000 3.7500 Outperform
UR UrtheCast Corp 0 1 2 0 0 0 3.3333 3.5000 Hold
SEV Spectra7 Microsystems Inc 0 1 0 0 1 0 2.5000 3.5000 Underperform
TSX Venture Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
SVI StorageVault Canada Inc 3 2 1 0 0 0 4.3333 4.5000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
WETF WisdomTree Investments Inc 1 0 2 0 2 0 2.6000 3.0000 Hold

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

RDS.B:NYS Royal Dutch Shell

http://www.shell.com
Royal Dutch Shell has 84000 employees and is headquartered in Netherlands.
Royal Dutch Shell PLC is an integrated oil and gas company. The company engages in exploration, production, and refining of oil around the world. It supplies fuel and other chemicals to various industries such as aviation, and marine.

BT:NYS BT Group

http://www.bt.com
BT Group has 106400 employees and is headquartered in United Kingdom.
BT Group PLC is a provider of telecommunications networks and services. It sells fixed-voice, broadband, mobile and TV products and services to consumers in the UK.

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The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.

Syngenta (SYT:NYS) and Nokia (NOK:NYS) Upgraded

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I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Upgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been upgraded by at least one analyst in the last few days.

Why Do Companies Get Upgraded?

Companies can get upgraded for a number of reasons, but primarily due to improved future earnings potential due to new contracts, new products, cost savings or restructuring.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
ORCL Oracle Corp 8 0 4 1 0 0 4.1538 4.0000 Outperform
SYT Syngenta AG 2 0 1 0 0 0 4.3333 4.0000 Outperform
NOK Nokia Oyj 3 0 3 0 0 0 4.0000 3.8000 Outperform
LUV Southwest Airlines Co 6 0 1 0 0 0 4.7143 4.4286 Buy
BT BT Group PLC 3 1 0 0 0 0 4.7500 4.6667 Buy
AVB AvalonBay Communities Inc 2 0 4 0 0 0 3.6667 3.4000 Outperform
WCN Waste Connections Inc 6 1 2 1 0 0 4.2000 4.1000 Outperform
CVE Cenovus Energy Inc 7 4 5 0 0 0 4.1250 4.0000 Outperform
PK Park Hotels & Resorts Inc 3 0 2 0 0 0 4.2000 4.0000 Outperform
ERF Enerplus Corp 9 3 0 0 0 0 4.7500 4.5833 Buy
ATU Actuant Corp 1 0 1 0 0 0 4.0000 3.0000 Outperform
CYH Community Health Systems Inc 1 0 4 0 0 0 3.4000 3.3333 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
WCN Waste Connections Inc 6 1 2 1 0 0 4.2000 4.1000 Outperform
CVE Cenovus Energy Inc 7 4 5 0 0 0 4.1250 4.0000 Outperform
ERF Enerplus Corp 9 3 0 0 0 0 4.7500 4.5833 Buy
HCG Home Capital Group Inc 0 4 2 0 1 0 3.2857 3.1429 Hold
ZCL ZCL Composites Inc 0 1 2 0 0 0 3.3333 3.0000 Hold
TSX Venture Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
ORE Orezone Gold Corp 0 4 2 0 0 0 3.6667 3.6000 Outperform
BLN Blackline Safety Corp 1 0 0 0 0 0 5.0000 4.5000 Buy
JTR GreenSpace Brands Inc 4 2 0 0 0 0 4.6667 4.6000 Buy
BSR Bluestone Resources Inc 0 1 0 0 0 0 4.0000 0.0000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
FSLR First Solar Inc 2 0 5 0 0 0 3.5714 3.2500 Outperform
SAGE Sage Therapeutics Inc 1 0 0 0 0 0 5.0000 4.0000 Buy
LPNT LifePoint Health Inc 2 0 3 0 0 0 3.8000 3.6667 Outperform

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

SYT:NYS Syngenta

http://www.syngenta.com
Syngenta has 28400 employees and is headquartered in Switzerland.
Syngenta AG is involved in the discovery, development, manufacturing and marketing of products designed to improve crop yields and food quality. The company is also engaged in the lawn and garden business.

NOK:NYS Nokia

http://www.nokia.com
Nokia has 101000 employees and is headquartered in Finland.
Nokia Oyj is a telecommunication company. It develops network equipment to transmit data over wireless, copper, optical fiber, and microwave mediums. Its products are used by the world’s largest telecommunication service providers.

Free Valuation

Run a valuation on any of the companies listed above at www.stockcalc.com/valureport.aspx or subscribe at our Stockcalc Facebook Page to receive this list each day Stockcalc Reports.

The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.

EOG Resources (EOG:NYS) and Anthem (ANTM:NYS) Upgraded

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I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Upgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been upgraded by at least one analyst in the last few days.

Why Do Companies Get Upgraded?

Companies can get upgraded for a number of reasons, but primarily due to improved future earnings potential due to new contracts, new products, cost savings or restructuring.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
EOG EOG Resources Inc 5 0 3 0 0 0 4.2500 4.1250 Outperform
ANTM Anthem Inc 5 0 3 0 0 0 4.2500 4.1250 Outperform
WPZ Williams Partners LP 3 0 2 0 0 0 4.2000 4.0000 Outperform
BT BT Group PLC 2 1 0 0 0 0 4.6667 4.3333 Buy
ETP Energy Transfer Partners LP 4 0 0 0 0 0 5.0000 4.5000 Buy
SNAP Snap Inc 2 0 6 1 1 0 3.1000 2.6667 Hold
ETE Energy Transfer Equity LP 4 1 0 0 0 0 4.8000 4.4000 Buy
VLP Valero Energy Partners LP 1 1 1 0 0 0 4.0000 3.6667 Outperform
OAS Oasis Petroleum Inc 3 1 3 0 0 0 4.0000 3.8571 Outperform
IAG Iamgold Corp 4 2 7 0 0 0 3.7692 3.5385 Outperform
ANTX Anthem Inc 5 0 3 0 0 0 4.2500 4.1250 Outperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
H Hydro One Ltd 2 3 3 0 0 0 3.8750 3.7778 Outperform
IFC Intact Financial Corp 4 3 1 0 0 0 4.3750 4.0000 Outperform
FTT Finning International Inc 2 2 3 0 0 0 3.8571 3.7143 Outperform
IMG Iamgold Corp 4 2 7 0 0 0 3.7692 3.5385 Outperform
GEI Gibson Energy Inc 3 2 8 0 0 0 3.6154 3.5833 Outperform
CHE.UN Chemtrade Logistics Income Fund 3 2 2 0 0 0 4.1429 4.0000 Outperform
LUC Lucara Diamond Corp 2 0 1 0 0 0 4.3333 4.0000 Outperform
EIF Exchange Income Corp 5 2 2 0 0 0 4.3333 4.1111 Outperform
SWY Stornoway Diamond Corp 2 2 1 0 0 0 4.2000 4.1667 Outperform
AVO Avigilon Corp 3 1 3 0 0 0 4.0000 3.8571 Outperform
MPVD Mountain Province Diamonds Inc 1 0 4 0 0 0 3.4000 3.3333 Hold
CFW Calfrac Well Services Ltd 3 3 6 0 0 0 3.7500 3.6667 Outperform
AR Argonaut Gold Inc 1 2 3 0 0 0 3.6667 3.3333 Outperform
DNA Dalradian Resources Inc 3 3 0 0 0 0 4.5000 4.4000 Outperform
GXE Gear Energy Ltd 5 2 0 0 0 0 4.7143 4.5714 Buy
MAX Midas Gold Corp 2 1 1 0 0 0 4.2500 4.0000 Outperform
TSX Venture Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
VIT Victoria Gold Corp 2 4 0 0 0 0 4.3333 4.2000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
SYMC Symantec Corp 3 0 2 1 0 0 3.8333 3.6000 Outperform
TCPC TCP Capital Corp 3 0 0 0 0 0 5.0000 4.3333 Buy
MPVD Mountain Province Diamonds Inc 1 0 4 0 0 0 3.4000 3.3333 Hold
ASYS Amtech Systems Inc 1 0 0 0 0 0 5.0000 3.0000 Buy

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

EOG:NYS EOG Resources

http://www.eogresources.com
EOG Resources has 2650 employees and is headquartered in United States.
EOG Resources Inc explores for, develops, produces and markets crude oil and natural gas in the USA, Trinidad & Tobago, United Kingdom, China, Argentina and, from time to time, select other international areas.

ANTM:NYS Anthem

http://www.antheminc.com
Anthem has 53000 employees and is headquartered in United States.
Anthem Inc is a health benefits company offering a network-based managed care plans to the large and small employer, individual, Medicaid and Medicare markets.

Free Valuation

Run a valuation on any of the companies listed above at www.stockcalc.com/valureport.aspx or subscribe at our Stockcalc Facebook Page to receive this list each day Stockcalc Reports.

The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.

Costco Wholesale (COST:NAS) and JD.com (JD:NAS) Downgraded

I have used the analysis tools on the website stockcalc.com to generate some of the content of this blog post. These tools and reports are available for free at www.stockcalc.com/toppicks.aspx.

Downgraded Stocks on NYSE, NASDAQ, AMEX, TSE, and TSX

Today we are looking at companies whose share price has been downgraded by at least one analyst in the last few days.

Why Do Companies Get Downgraded?

Companies can get downgraded for a number of reasons but primarily due to reduced future earnings potential due to loss of contracts, faultering product lines, increasing costs relative to revenue or financial risk.

In the list below you can see the number of analysts we have in the StockCalc database along with the number of buy-hold-sell on the company.

Today’s Data on NYSE, NASDAQ, AMEX, TSE, and TSX

Below we have today’s data for companies listed on all of the New York Stock Exchange, NASDAQ Stock Exchange, American Stock Exchange, Toronto Stock Exchange, and TSX Venture Exchange.

New York Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
BT BT Group PLC 2 0 1 0 0 0 4.3333 4.6667 Outperform
KR The Kroger Co 3 0 4 0 0 0 3.8571 4.1429 Outperform
ZTS Zoetis Inc 4 0 0 1 0 0 4.4000 5.0000 Outperform
POT Potash Corp of Saskatchewan Inc 3 2 7 0 1 0 3.4615 3.5000 Hold
ALLY Ally Financial Inc 3 0 1 0 0 0 4.5000 5.0000 Outperform
IGT International Game Technology PLC 1 0 1 0 0 0 4.0000 5.0000 Outperform
QHC Quorum Health Corp 0 0 1 0 1 0 2.0000 2.3333 Underperform
WAC Walter Investment Management Corp 0 0 0 0 1 0 1.0000 2.0000 Sell
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
IMO Imperial Oil Ltd 2 0 10 0 0 0 3.3333 3.3636 Hold
POT Potash Corp of Saskatchewan Inc 3 2 7 0 1 0 3.4615 3.5000 Hold
EFN Element Fleet Management Corp 4 3 3 0 0 0 4.1000 4.6000 Outperform
NGD New Gold Inc 2 1 6 0 1 0 3.3000 3.3750 Hold
DHX.A DHX Media Ltd 4 1 3 0 0 0 4.1250 4.2222 Outperform
DHX.B DHX Media Ltd 4 1 3 0 0 0 4.1250 4.2222 Outperform
ACQ AutoCanada Inc 1 1 3 0 1 0 3.1667 3.2000 Hold
AZ Arizona Mining Inc 2 4 0 0 0 0 4.3333 4.4000 Outperform
ZCL ZCL Composites Inc 0 1 2 0 0 0 3.3333 3.5000 Hold
LMP Lumenpulse Inc 3 2 3 0 0 0 4.0000 4.3750 Outperform
CHW Chesswood Group Ltd 1 1 2 0 0 0 3.7500 4.0000 Outperform
IBG IBI Group Inc 1 1 2 0 0 0 3.7500 4.0000 Outperform
XDC Xtreme Drilling Corp 4 1 1 0 0 0 4.5000 4.8333 Outperform
TSX Venture Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
AT AcuityAds Holdings Inc 0 2 0 0 0 0 4.0000 4.3333 Outperform
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
IMO Imperial Oil Ltd 2 0 10 0 0 0 3.3333 3.3636 Hold
NGD New Gold Inc 2 1 6 0 1 0 3.3000 3.3750 Hold
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
COST Costco Wholesale Corp 6 0 2 1 0 0 4.2222 4.4444 Outperform
JD JD.com Inc 2 0 2 0 1 0 3.4000 3.5000 Hold
CASY Casey’s General Stores Inc 2 0 1 0 0 0 4.3333 5.0000 Outperform
PNK Pinnacle Entertainment Inc 1 0 1 0 0 0 4.0000 5.0000 Outperform
LMNX Luminex Corp 1 0 0 0 2 0 2.3333 3.0000 Underperform
MYRG MYR Group Inc 0 0 1 0 0 0 3.0000 4.0000 Hold
DHXM DHX Media Ltd 4 1 3 0 0 0 4.1250 4.2222 Outperform
LWAY Lifeway Foods Inc 0 1 0 0 0 0 4.0000 4.5000 Outperform
INSG Inseego Corp 0 0 1 0 0 0 3.0000 4.0000 Hold
IPAS iPass Inc 0 0 1 0 0 0 3.0000 5.0000 Hold
VSTM Verastem Inc 0 0 1 0 0 0 3.0000 4.0000 Hold

Let’s look at a few companies…

Lets look at a couple of the companies on this list to get a better understanding of them.

COST:NAS Costco Wholesale

http://www.costco.com
Costco Wholesale has 218000 employees and is headquartered in United States.
Costco Wholesale Corp and its subsidiaries operates membership warehouses. The Company offers its members low prices on a limited selection of nationally branded and select private-label products in merchandise categories.

JD:NAS JD.com

http://www.jd.com
JD.com has 115811 employees and is headquartered in China.
JD.com Inc is an online direct sales company in China. The Company acquires products from suppliers and sells them directly to its customers through its website and mobile applications.

Free Valuation

Run a valuation on any of the companies listed above at www.stockcalc.com/valureport.aspx or subscribe at our Stockcalc Facebook Page to receive this list each day Stockcalc Reports.

The content presented here is in part from the website stockcalc.com and is provided on an as is or as available basis with all faults and may not be current in all cases. You should not rely on any of the information as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment decision.