Progressive (PGR:NYS) and Prudential Financial (PRU:NYS) Upgraded

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.

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
MET MetLife Inc 3 1 1 0 0 0 4.4000 4.1667 Outperform
PGR Progressive Corp 3 0 0 1 0 0 4.2500 4.0000 Outperform
PRU Prudential Financial Inc 3 1 1 0 0 0 4.4000 4.1667 Outperform
CNQ Canadian Natural Resources Ltd 10 8 0 0 0 0 4.5556 4.5294 Buy
KSS Kohl’s Corp 0 0 5 0 0 0 3.0000 2.8000 Hold
CVE Cenovus Energy Inc 6 5 7 0 0 0 3.9444 3.8824 Outperform
JWN Nordstrom Inc 2 1 2 0 0 0 4.0000 3.8000 Outperform
COTY Coty Inc 2 0 2 0 0 0 4.0000 3.8000 Outperform
ZAYO Zayo Group Holdings Inc 3 0 1 0 0 0 4.5000 4.2000 Outperform
NUS Nu Skin Enterprises Inc 2 0 0 0 0 0 5.0000 4.3333 Buy
VVV Valvoline Inc 1 1 0 0 0 0 4.5000 4.0000 Outperform
ENR Energizer Holdings Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
EPC Edgewell Personal Care Co 1 0 3 0 0 0 3.5000 3.4000 Hold
COT Cott Corp 6 1 1 0 0 0 4.6250 4.4444 Buy
BE Bloom Energy Corp 1 0 1 0 0 0 4.0000 3.0000 Outperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
CNQ Canadian Natural Resources Ltd 10 8 0 0 0 0 4.5556 4.5294 Buy
HSE Husky Energy Inc 1 3 8 0 1 0 3.2308 3.0833 Hold
CVE Cenovus Energy Inc 6 5 7 0 0 0 3.9444 3.8824 Outperform
BCB Cott Corp 6 1 1 0 0 0 4.6250 4.4444 Buy
MTL Mullen Group Ltd 3 3 6 0 0 0 3.7500 3.5833 Outperform
DIR.UN Dream Industrial Real Estate Investment Trust 4 1 0 0 0 0 4.8000 4.7143 Buy
TDG Trinidad Drilling Ltd 0 0 2 0 1 0 2.3333 2.0000 Underperform
GS Gluskin Sheff & Associates Inc 0 1 5 0 0 0 3.1667 3.0000 Hold
FTG Firan Technology Group Corp 2 0 0 0 0 0 5.0000 4.5000 Buy
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
PEP PepsiCo Inc 2 0 3 0 0 0 3.8000 3.6667 Outperform
WLTW Willis Towers Watson PLC 2 0 1 0 0 0 4.3333 3.7500 Outperform
ACGL Arch Capital Group Ltd 2 0 1 0 0 0 4.3333 4.0000 Outperform
FEYE FireEye Inc 2 0 5 0 0 0 3.5714 3.4286 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.

PGR:NYS Progressive

http://www.progressive.com
Progressive has 33656 employees and is headquartered in United States.
Progressive Corp is an insurance holding company which provides personal and commercial auto insurance, residential property insurance, and other specialty property-casualty insurance and related services.

PRU:NYS Prudential Financial

http://www.prudential.com
Prudential Financial has 49705 employees and is headquartered in United States.
Prudential Financial Inc offers annuities, life insurance, retirement plan services, and asset management products to individual and institutional customers in the United States, Asia, Europe and Latin America.

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.

Canadian Natural Res (CNQ:TSE) and MetLife (MET:NYS) Upgraded

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.

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
MET MetLife Inc 3 1 1 0 0 0 4.4000 4.1667 Outperform
PGR Progressive Corp 3 0 0 1 0 0 4.2500 4.0000 Outperform
PRU Prudential Financial Inc 3 1 1 0 0 0 4.4000 4.1667 Outperform
CNQ Canadian Natural Resources Ltd 10 8 0 0 0 0 4.5556 4.5294 Buy
KSS Kohl’s Corp 0 0 5 0 0 0 3.0000 2.8000 Hold
CVE Cenovus Energy Inc 6 5 7 0 0 0 3.9444 3.8824 Outperform
JWN Nordstrom Inc 2 1 2 0 0 0 4.0000 3.8000 Outperform
COTY Coty Inc 2 0 2 0 0 0 4.0000 3.8000 Outperform
ZAYO Zayo Group Holdings Inc 3 0 1 0 0 0 4.5000 4.2000 Outperform
NUS Nu Skin Enterprises Inc 2 0 0 0 0 0 5.0000 4.3333 Buy
VVV Valvoline Inc 1 1 0 0 0 0 4.5000 4.0000 Outperform
ENR Energizer Holdings Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
EPC Edgewell Personal Care Co 1 0 3 0 0 0 3.5000 3.4000 Hold
COT Cott Corp 6 1 1 0 0 0 4.6250 4.4444 Buy
BE Bloom Energy Corp 1 0 1 0 0 0 4.0000 3.0000 Outperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
CNQ Canadian Natural Resources Ltd 10 8 0 0 0 0 4.5556 4.5294 Buy
HSE Husky Energy Inc 1 3 8 0 1 0 3.2308 3.0833 Hold
CVE Cenovus Energy Inc 6 5 7 0 0 0 3.9444 3.8824 Outperform
BCB Cott Corp 6 1 1 0 0 0 4.6250 4.4444 Buy
MTL Mullen Group Ltd 3 3 6 0 0 0 3.7500 3.5833 Outperform
DIR.UN Dream Industrial Real Estate Investment Trust 4 1 0 0 0 0 4.8000 4.7143 Buy
TDG Trinidad Drilling Ltd 0 0 2 0 1 0 2.3333 2.0000 Underperform
GS Gluskin Sheff & Associates Inc 0 1 5 0 0 0 3.1667 3.0000 Hold
FTG Firan Technology Group Corp 2 0 0 0 0 0 5.0000 4.5000 Buy
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
PEP PepsiCo Inc 2 0 3 0 0 0 3.8000 3.6667 Outperform
WLTW Willis Towers Watson PLC 2 0 1 0 0 0 4.3333 3.7500 Outperform
ACGL Arch Capital Group Ltd 2 0 1 0 0 0 4.3333 4.0000 Outperform
FEYE FireEye Inc 2 0 5 0 0 0 3.5714 3.4286 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.

CNQ:TSE Canadian Natural Res

http://www.cnrl.com
Canadian Natural Res has 9973 employees and is headquartered in Canada.
Canadian Natural Resources Ltd is an oil and natural gas producers in Western Canada. Its portfolio includes light and medium oil, heavy oil, bitumen, synthetic oil, natural gas liquids, and natural gas.

MET:NYS MetLife

http://www.metlife.com
MetLife has 49000 employees and is headquartered in United States.
MetLife Inc provides life insurance, annuities, employee benefits and asset management in the United States, Japan, Latin America, Asia, Europe and the Middle East.

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.

Perseus Mining (PRU:TSE) Fundamental Valuation Report

Fundamental Valuation Report

Perseus Mining(PRU:TSE)

Basic Materials:Gold

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

Close Price/Date
0.37 (AUD) / $0.35 (CAD) 02/11/2018

Weighted Valuation
0.43 (AUD) / $0.41 (CAD)

Use a conversion rate of 0.94193 from AUD to CAD.

Overall Rating
Undervalued by 16.4%

Valuation Models Analyst Consensus: 0.46 (AUD) / $0.44 (CAD)
(in order of importance) Comparables: 0.42 (AUD) / $0.40 (CAD)
Multiples: 0.36 (AUD) / $0.34 (CAD)
Valuation Methods This company is:
Cash Flow: Overvalued on a Cash Flow Valuation
Comparable Company: Undervalued on a Comparable Valuation
Asset: Overvalued on an Asset Valuation

Company Overview (PRU:TSE CAD)

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

Perseus Mining Ltd is engaged in the exploration, evaluation, development, and mining of gold properties in West Africa. The company projects are Sissingue Gold Mine, Edikan Gold Mine in Ghana, and Yaoure Gold Project.

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 PRU:TSE

Using a discounted cash flow model we generated an intrinsic value of -0.65 (AUD) / ($0.61) (CAD) for PRU:TSE

Comparables Model

Using similar companies and price based ratios we generated a valuation of 0.50 (AUD) / $0.47 (CAD) for PRU:TSE. We also generated a valuation of 0.42 (AUD) / $0.40 (CAD) using other metrics and comparables.
The comparable companies were Golden Star Resources (GSC:TSE), Gold Standard Ventures (GSV:ASE), Premier Gold Mines (PG:TSE), Sabina Gold & Silver (SBB:TSE) and Teranga Gold (TGZ:TSE).

Company PRU:TSE End Date Value
Earnings/Share -0.03 (AUD) / ($0.02) (CAD)
Book Value/Share 0.68 (AUD) / $0.64 (CAD)
Sales/Share 0.36 (AUD) / $0.34 (CAD)
Cash Flow/Share 0.07 (AUD) / $0.06 (CAD)
EBITDA/Share -0.02 (AUD) / ($0.01) (CAD)
Price Based on Comps Adjustment Factor (%)
0.00 (AUD) / $0.00 (CAD) 14.1
0.80 (AUD) / $0.75 (CAD) -37.2
0.42 (AUD) / $0.39 (CAD) 0.0
0.50 (AUD) / $0.47 (CAD) 0.0
0.00 (AUD) / $0.00 (CAD) 0.0
PRU:TSE Ratios Used Average Values GSC:TSE GSV:ASE PG:TSE SBB:TSE TGZ:TSE
0.00 PE Ratio 39.30 70.73 0.00 0.00 0.00 7.86
0.53 PB Ratio 95.61 473.32 2.44 0.89 0.88 0.50
0.98 PS Ratio 1.15 0.95 0.00 1.75 0.00 0.76
5.44 PCF Ratio 8.94 10.04 0.00 13.74 0.00 3.06
0.00 EV to EBITDA 5.95 9.99 0.00 6.21 0.00 1.65

Multiples

Using a multiples approach we generated a valuation of  0.36 (AUD) / $0.34 (CAD) for PRU:TSE

Company PRU:TSE End Date Value
Earnings/Share -0.03 (AUD) / ($0.02) (CAD)
Book Value/Share 0.68 (AUD) / $0.64 (CAD)
Sales/Share 0.36 (AUD) / $0.34 (CAD)
Cash Flow/Share 0.07 (AUD) / $0.06 (CAD)
EBITDA/Share -0.02 (AUD) / ($0.01) (CAD)
Price Based on Comps Adjustment Factor
0.00 (AUD) / $0.00 (CAD) 0
0.29 (AUD) / $0.27 (CAD) 0
0.36 (AUD) / $0.34 (CAD) 0
0.43 (AUD) / $0.41 (CAD) 0
0.00 (AUD) / $0.00 (CAD) 0
Ratios Ratio Average
PE Ratio 4.64
PB Ratio 0.42
PS Ratio 1.00
PCF Ratio 6.66
EV to EBITDA 2.13

Adjusted Book Value versus Historical Price to Book

The average the Price to Book ratio for  PRU:TSE for the last 8 years was  0.39

We ran the Adjusted Book Value for  PRU:TSE and generated a book value of  0.68 (AUD) / $0.64 (CAD)
By multiplying these we get an adjusted valuation of  0.27 (AUD) / $0.25 (CAD)

Analyst Data

In the Stockcalc database there are 1 analysts that provide a valuation for PRU:TSE. The 1 analysts have a concensus valuation for PRU:TSE for 2019 of 0.46 (AUD) / $0.44 (CAD).

PRU:TSE Perseus Mining

No analyst recommendation
Current Price: not available

No analyst consensus

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.


Prudential Financial (PRU:NYS) and NXP Semiconductors (NXPI:NAS) Upgraded

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.

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
XOM Exxon Mobil Corp 4 1 4 0 0 0 4.0000 3.8889 Outperform
LLY Eli Lilly and Co 4 0 2 0 0 0 4.3333 4.1429 Outperform
EQNR Equinor ASA 1 0 5 0 0 0 3.3333 3.1667 Hold
AGN Allergan PLC 7 0 2 0 0 0 4.5556 4.3333 Buy
PRU Prudential Financial Inc 3 1 2 0 0 0 4.1667 4.0000 Outperform
PCG PG&E Corp 2 1 3 0 0 0 3.8333 3.5000 Outperform
AZO AutoZone Inc 5 1 2 0 0 0 4.3750 4.1250 Outperform
EFX Equifax Inc 8 2 2 0 0 0 4.5000 3.6667 Outperform
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
PNW Pinnacle West Capital Corp 2 0 4 0 0 0 3.6667 3.5714 Outperform
CFX Colfax Corp 5 0 4 0 0 0 4.1111 3.8889 Outperform
EVR Evercore Inc 0 0 1 1 0 0 2.5000 2.0000 Underperform
POR Portland General Electric Co 0 0 0 1 1 0 1.5000 1.3333 Sell
R Ryder System Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
PNM PNM Resources Inc 1 0 2 0 1 0 3.0000 2.6000 Hold
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
CHE.UN Chemtrade Logistics Income Fund 4 4 1 0 0 0 4.3333 4.2222 Outperform
CJR.B Corus Entertainment Inc 1 0 8 0 0 0 3.2222 3.0000 Hold
DNA Dalradian Resources Inc 0 2 1 0 3 0 2.3333 2.1429 Underperform
PLI Prometic Life Sciences Inc 2 2 2 0 1 0 3.5714 3.5000 Outperform
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
NXPI NXP Semiconductors NV 2 0 2 0 0 0 4.0000 3.5000 Outperform
KLAC KLA-Tencor Corp 5 0 2 0 0 0 4.4286 4.1429 Outperform
BPR Brookfield Property REIT Inc 1 0 2 0 0 0 3.6667 3.5000 Outperform
EXPD Expeditors International of Washington Inc 0 0 3 1 2 0 2.1667 2.0000 Underperform
ALKS Alkermes PLC 1 0 1 0 0 0 4.0000 3.6667 Outperform
VIRT Virtu Financial Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
STRA Strategic Education Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
IRWD Ironwood Pharmaceuticals Inc 1 0 0 0 1 0 3.0000 2.3333 Hold
MNTA Momenta Pharmaceuticals Inc 0 0 1 0 1 0 2.0000 1.6667 Underperform
FWRD Forward Air Corp 1 0 2 0 0 0 3.6667 3.0000 Outperform
HURN Huron Consulting Group Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
ZUMZ Zumiez Inc 1 0 0 0 0 0 5.0000 3.0000 Buy
ANIK Anika Therapeutics Inc 2 0 1 0 0 0 4.3333 3.6667 Outperform
GPP Green Plains Partners LP 1 0 0 0 0 0 5.0000 4.0000 Buy
ASRT Assertio Therapeutics Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
VCNX Vaccinex Inc 1 0 0 0 0 0 5.0000 0.0000 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.

PRU:NYS Prudential Financial

http://www.prudential.com
Prudential Financial has 49705 employees and is headquartered in United States.
Prudential Financial Inc offers annuities, life insurance, retirement plan services, and asset management products to individual and institutional customers in the United States, Asia, Europe and Latin America.

NXPI:NAS NXP Semiconductors

http://www.nxp.com
NXP Semiconductors has 30000 employees and is headquartered in Netherlands.
NXP Semiconductors NV is a semiconductor company. It mainly provides high-performance mixed signal and standard product solutions for automotive, identification, wireless infrastructure, industrial, mobile, consumer and computing 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.

Equinor (EQNR:NYS) and Allergan (AGN:NYS) Upgraded

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.

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
XOM Exxon Mobil Corp 4 1 4 0 0 0 4.0000 3.8889 Outperform
LLY Eli Lilly and Co 4 0 2 0 0 0 4.3333 4.1429 Outperform
EQNR Equinor ASA 1 0 5 0 0 0 3.3333 3.1667 Hold
AGN Allergan PLC 7 0 2 0 0 0 4.5556 4.3333 Buy
PRU Prudential Financial Inc 3 1 2 0 0 0 4.1667 4.0000 Outperform
PCG PG&E Corp 2 1 3 0 0 0 3.8333 3.5000 Outperform
AZO AutoZone Inc 5 1 2 0 0 0 4.3750 4.1250 Outperform
EFX Equifax Inc 8 2 2 0 0 0 4.5000 3.6667 Outperform
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
PNW Pinnacle West Capital Corp 2 0 4 0 0 0 3.6667 3.5714 Outperform
CFX Colfax Corp 5 0 4 0 0 0 4.1111 3.8889 Outperform
EVR Evercore Inc 0 0 1 1 0 0 2.5000 2.0000 Underperform
POR Portland General Electric Co 0 0 0 1 1 0 1.5000 1.3333 Sell
R Ryder System Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
PNM PNM Resources Inc 1 0 2 0 1 0 3.0000 2.6000 Hold
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
CHE.UN Chemtrade Logistics Income Fund 4 4 1 0 0 0 4.3333 4.2222 Outperform
CJR.B Corus Entertainment Inc 1 0 8 0 0 0 3.2222 3.0000 Hold
DNA Dalradian Resources Inc 0 2 1 0 3 0 2.3333 2.1429 Underperform
PLI Prometic Life Sciences Inc 2 2 2 0 1 0 3.5714 3.5000 Outperform
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
NXPI NXP Semiconductors NV 2 0 2 0 0 0 4.0000 3.5000 Outperform
KLAC KLA-Tencor Corp 5 0 2 0 0 0 4.4286 4.1429 Outperform
BPR Brookfield Property REIT Inc 1 0 2 0 0 0 3.6667 3.5000 Outperform
EXPD Expeditors International of Washington Inc 0 0 3 1 2 0 2.1667 2.0000 Underperform
ALKS Alkermes PLC 1 0 1 0 0 0 4.0000 3.6667 Outperform
VIRT Virtu Financial Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
STRA Strategic Education Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
IRWD Ironwood Pharmaceuticals Inc 1 0 0 0 1 0 3.0000 2.3333 Hold
MNTA Momenta Pharmaceuticals Inc 0 0 1 0 1 0 2.0000 1.6667 Underperform
FWRD Forward Air Corp 1 0 2 0 0 0 3.6667 3.0000 Outperform
HURN Huron Consulting Group Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
ZUMZ Zumiez Inc 1 0 0 0 0 0 5.0000 3.0000 Buy
ANIK Anika Therapeutics Inc 2 0 1 0 0 0 4.3333 3.6667 Outperform
GPP Green Plains Partners LP 1 0 0 0 0 0 5.0000 4.0000 Buy
ASRT Assertio Therapeutics Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
VCNX Vaccinex Inc 1 0 0 0 0 0 5.0000 0.0000 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.

EQNR:NYS Equinor

http://www.statoil.com
Equinor has 20245 employees and is headquartered in Norway.
Equinor ASA formerly known as, Statoil ASA is an integrated oil and gas company exploring, producing, transporting, and marketing petroleum and petroleum-derived products. It has operations in Norway, North America, Africa, Asia and South America.

AGN:NYS Allergan

http://www.allergan.com
Allergan has 17800 employees and is headquartered in Ireland.
Allergan PLC is a specialty pharmaceutical company engaged in the development, manufacturing, marketing, and distribution of brand name pharmaceutical products, medical aesthetics, biosimilar and OTC pharmaceutical products.

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.

Exxon Mobil (XOM:NYS) and Eli Lilly (LLY:NYS) Upgraded

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.

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
XOM Exxon Mobil Corp 4 1 4 0 0 0 4.0000 3.8889 Outperform
LLY Eli Lilly and Co 4 0 2 0 0 0 4.3333 4.1429 Outperform
EQNR Equinor ASA 1 0 5 0 0 0 3.3333 3.1667 Hold
AGN Allergan PLC 7 0 2 0 0 0 4.5556 4.3333 Buy
PRU Prudential Financial Inc 3 1 2 0 0 0 4.1667 4.0000 Outperform
PCG PG&E Corp 2 1 3 0 0 0 3.8333 3.5000 Outperform
AZO AutoZone Inc 5 1 2 0 0 0 4.3750 4.1250 Outperform
EFX Equifax Inc 8 2 2 0 0 0 4.5000 3.6667 Outperform
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
PNW Pinnacle West Capital Corp 2 0 4 0 0 0 3.6667 3.5714 Outperform
CFX Colfax Corp 5 0 4 0 0 0 4.1111 3.8889 Outperform
EVR Evercore Inc 0 0 1 1 0 0 2.5000 2.0000 Underperform
POR Portland General Electric Co 0 0 0 1 1 0 1.5000 1.3333 Sell
R Ryder System Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
PNM PNM Resources Inc 1 0 2 0 1 0 3.0000 2.6000 Hold
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
SHOP Shopify Inc 8 2 5 0 0 0 4.2000 4.1429 Outperform
RFP Resolute Forest Products Inc 1 0 4 0 0 0 3.4000 3.0000 Hold
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
CHE.UN Chemtrade Logistics Income Fund 4 4 1 0 0 0 4.3333 4.2222 Outperform
CJR.B Corus Entertainment Inc 1 0 8 0 0 0 3.2222 3.0000 Hold
DNA Dalradian Resources Inc 0 2 1 0 3 0 2.3333 2.1429 Underperform
PLI Prometic Life Sciences Inc 2 2 2 0 1 0 3.5714 3.5000 Outperform
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
GTE Gran Tierra Energy Inc 4 3 4 0 0 0 4.0000 3.0000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
NXPI NXP Semiconductors NV 2 0 2 0 0 0 4.0000 3.5000 Outperform
KLAC KLA-Tencor Corp 5 0 2 0 0 0 4.4286 4.1429 Outperform
BPR Brookfield Property REIT Inc 1 0 2 0 0 0 3.6667 3.5000 Outperform
EXPD Expeditors International of Washington Inc 0 0 3 1 2 0 2.1667 2.0000 Underperform
ALKS Alkermes PLC 1 0 1 0 0 0 4.0000 3.6667 Outperform
VIRT Virtu Financial Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
STRA Strategic Education Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
IRWD Ironwood Pharmaceuticals Inc 1 0 0 0 1 0 3.0000 2.3333 Hold
MNTA Momenta Pharmaceuticals Inc 0 0 1 0 1 0 2.0000 1.6667 Underperform
FWRD Forward Air Corp 1 0 2 0 0 0 3.6667 3.0000 Outperform
HURN Huron Consulting Group Inc 2 0 0 0 0 0 5.0000 4.0000 Buy
ZUMZ Zumiez Inc 1 0 0 0 0 0 5.0000 3.0000 Buy
ANIK Anika Therapeutics Inc 2 0 1 0 0 0 4.3333 3.6667 Outperform
GPP Green Plains Partners LP 1 0 0 0 0 0 5.0000 4.0000 Buy
ASRT Assertio Therapeutics Inc 1 0 1 0 0 0 4.0000 3.6667 Outperform
VCNX Vaccinex Inc 1 0 0 0 0 0 5.0000 0.0000 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.

XOM:NYS Exxon Mobil

http://www.exxonmobil.com
Exxon Mobil has 71200 employees and is headquartered in United States.
Exxon Mobil Corp is an integrated oil and gas company. It is engaged in exploration for, and production of, crude oil and natural gas. It is also engaged in manufacturing, transportation and sale of crude oil, natural gas and petroleum products.

LLY:NYS Eli Lilly

http://www.lilly.com
Eli Lilly has 40655 employees and is headquartered in United States.
Eli Lilly and Co is a pharmaceutical company with a focus on neuroscience, endocrinology, oncology, and immunology. It discovers, develops, manufactures, and sells human pharmaceutical products and animal health products.

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.

The Toronto-Dominion Bank (TD:TSE) and BP (BP:NYS) Upgraded

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.

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
BP BP PLC 8 0 1 0 0 0 4.7778 4.5556 Buy
ABT Abbott Laboratories 5 0 0 1 0 0 4.5000 4.2857 Outperform
CS Credit Suisse Group AG 2 0 0 0 0 0 5.0000 4.0000 Buy
PRU Prudential Financial Inc 3 0 3 0 0 0 4.0000 3.6667 Outperform
F Ford Motor Co 1 1 4 0 0 0 3.5000 3.3333 Hold
BAX Baxter International Inc 3 0 2 1 0 0 3.8333 3.7143 Outperform
APD Air Products & Chemicals Inc 5 0 3 0 0 0 4.2500 4.1111 Outperform
AFL Aflac Inc 0 0 2 0 1 0 2.3333 2.0000 Underperform
MT ArcelorMittal SA 5 0 1 0 0 0 4.6667 4.5000 Buy
TWTR Twitter Inc 3 0 6 1 1 0 3.2727 3.0833 Hold
ZBH Zimmer Biomet Holdings Inc 6 0 3 0 0 0 4.3333 4.0000 Outperform
CLR Continental Resources Inc 4 0 2 0 0 0 4.3333 4.1667 Outperform
TI.A Telecom Italia SpA 2 1 2 0 0 0 4.0000 3.6000 Outperform
TI Telecom Italia SpA 2 1 2 0 0 0 4.0000 3.6000 Outperform
NLSN Nielsen Holdings PLC 2 0 2 0 0 0 4.0000 3.8000 Outperform
UNM Unum Group 0 0 3 0 1 0 2.5000 2.3333 Underperform
ALB Albemarle Corp 4 1 4 0 0 0 4.0000 3.8889 Outperform
ATH Athene Holding Ltd 3 0 0 0 0 0 5.0000 4.3333 Buy
RS Reliance Steel & Aluminum Co 2 0 0 1 0 0 4.0000 3.6667 Outperform
CTLT Catalent Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
AIZ Assurant Inc 1 0 0 0 0 0 5.0000 3.0000 Buy
YELP Yelp Inc 5 0 2 0 1 0 4.0000 3.8889 Outperform
OAS Oasis Petroleum Inc 3 1 2 0 0 0 4.1667 4.0000 Outperform
FG FGL Holdings 1 0 0 0 0 0 5.0000 0.0000 Buy
DPLO Diplomat Pharmacy Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
TD The Toronto-Dominion Bank 6 2 3 0 0 0 4.2727 4.1818 Outperform
KXS Kinaxis Inc 5 6 1 0 0 0 4.3333 4.1667 Outperform
EXE Extendicare Inc 1 0 2 0 0 0 3.6667 3.0000 Outperform
SRX Storm Resources Ltd 2 5 3 0 0 0 3.9000 3.8000 Outperform
IRG Imvescor Restaurant Group Inc 0 1 1 0 1 0 2.6667 2.2500 Hold
NAL Newalta Corp 1 1 2 0 0 0 3.7500 3.2500 Outperform
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 3 2 0 0 0 3.6000 3.5000 Outperform
KUU KuuHubb Inc 1 1 0 0 0 0 4.5000 4.0000 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
EBAY eBay Inc 8 0 3 0 0 0 4.4545 4.2727 Outperform
MNST Monster Beverage Corp 4 0 2 0 0 0 4.3333 4.1667 Outperform
RYAAY Ryanair Holdings PLC 5 0 3 0 0 0 4.2500 4.1111 Outperform
GRFS Grifols SA 0 1 1 0 0 0 3.5000 3.0000 Hold
XRAY Dentsply Sirona Inc 4 0 1 0 1 0 4.0000 3.8571 Outperform
DISCK Discovery Communications Inc 3 1 4 0 1 0 3.5556 3.3333 Outperform
DISCB Discovery Communications Inc 3 1 4 0 1 0 3.5556 3.3333 Outperform
DISCA Discovery Communications Inc 3 1 4 0 1 0 3.5556 3.3333 Outperform
ROKU Roku Inc 0 0 1 0 1 0 2.0000 1.0000 Underperform
CARG CarGurus Inc 0 0 1 0 0 0 3.0000 0.0000 Hold
FEYE FireEye Inc 3 0 4 0 0 0 3.8571 3.5714 Outperform
ITRI Itron Inc 2 0 1 0 0 0 4.3333 4.0000 Outperform
SFIX Stitch Fix Inc 1 0 0 0 0 0 5.0000 0.0000 Buy
PDCO Patterson Companies Inc 3 1 2 0 1 0 3.7143 3.5714 Outperform
BLMN Bloomin Brands Inc 1 0 1 0 0 0 4.0000 3.0000 Outperform
USCR US Concrete Inc 1 1 0 0 0 0 4.5000 4.0000 Outperform
CNSL Consolidated Communications Holdings Inc 0 1 0 0 0 0 4.0000 3.0000 Outperform
ATRC AtriCure Inc 1 0 0 0 0 0 5.0000 3.0000 Buy
DFRG Del Frisco’s Restaurant Group Inc 2 0 1 0 0 0 4.3333 3.6667 Outperform
LQDT Liquidity Service 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.

TD:TSE The Toronto-Dominion Bank

http://www.td.com
The Toronto-Dominion Bank has 82581 employees and is headquartered in Canada.
The Toronto-Dominion Bank and its subsidiaries provide financial products and services. It offers asset management, insurance, wealth management, investment banking, wholesale banking, personal banking and commercial banking services and others.

BP:NYS BP

http://www.bp.com
BP has 74500 employees and is headquartered in United Kingdom.
BP PLC is an integrated oil and gas company. Its business activities involved oil and natural gas exploration, midstream transportation, supply and trading of crude oil, petrochemicals products and related services to wholesale and retail customers.

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.

Lincoln National (LNC: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.

Lincoln National $78.02 (USD) Close Price as of 23/02/2018

Based on the analysis conducted in this report, Lincoln National, (LNC:NYS) is found to be  Fairly valued to slightly Undervalued.

Company Lincoln National
Symbol:Exchange LNC:NYS
Industry Financial Services:Insurance-Life
Close Price/Date $78.02 (USD) 23/02/2018
Weighted Average Valuation $80.51 (USD)
Summary LNC:NYS is found to be  Fairly valued to slightly Undervalued by 3.2% using the 3 valuation models shown below.
Valuation Models Used Analyst Consensus: $90.50 (USD)
(in order of importance) Adjusted Book Value: $72.71 (USD)
Comparables: $66.14 (USD)
Valuation Methods Analysis This company is:
Cash Flow Basis: Overvalued 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

Lincoln National 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 LNC:NYS

Using a discounted cash flow model we generated an intrinsic value of $34.04 (USD) for LNC:NYS

Sensitivity Analysis

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

LNC:NYS Current Values Valuation If Dropped * Valuation If Raised *
Calculated Value: $34.04 1% 5% 1% 5%
WACC (or Ke) 15.56 $36.99 $31.53
Terminal Growth Rate 3.00 $32.05 $36.38
Tax Rate 0.40 $36.88 $31.21
Cash Flow 1,699,406,357 $32.34 $35.75
Capital Expenditures 0 $34.04 $34.04
Long Term Debt 0 $34.04 $34.04

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

Comparables Model

Using similar companies and price based ratios we generated a valuation of $66.14 (USD) for LNC:NYS. We also generated a valuation of $88.90 (USD) using other metrics and comparables.
The comparable companies were Aflac (AFL:NYS), Principal Financial Group (PFG:NAS), Prudential Financial (PRU:NYS), Torchmark (TMK:NYS) and Unum (UNM:NYS)

Company LNC:NYS End Date Value
Earnings/Share $9.22 (USD)
Book Value/Share $74.80 (USD)
Sales/Share $60.86 (USD)
Cash Flow/Share $5.28 (USD)
EBITDA/Share $6.11 (USD)
Price Based on Comps Adjustment Factor (%)
$105.12 (USD) -0.2
$103.43 (USD) -53.9
$88.14 (USD) 4.2
$32.00 (USD) -37.1
($23.62) (USD) -93.2
LNC:NYS Ratios Used Average Values AFL:NYS PFG:NAS PRU:NYS TMK:NYS UNM:NYS
11.96 PE Ratio 11.40 12.87 7.92 6.04 18.46 11.73
1.03 PB Ratio 1.38 1.57 1.41 0.84 1.91 1.18
1.27 PS Ratio 1.45 1.61 1.30 0.79 2.52 1.03
14.59 PCF Ratio 6.06 5.51 4.37 3.50 6.78 10.14
0.00 EV to EBITDA 0.00 0.00 0.00 0.00 0.00 0.00

Multiples

Using a multiples approach we generated a valuation of  $64.88 (USD) for LNC:NYS

Company LNC:NYS End Date Value
Earnings/Share $9.22 (USD)
Book Value/Share $74.80 (USD)
Sales/Share $60.86 (USD)
Cash Flow/Share $5.28 (USD)
EBITDA/Share $6.11 (USD)
Price Based on Comps Adjustment Factor
$99.38 (USD) 0
$69.36 (USD) 0
$67.58 (USD) 0
$42.99 (USD) 0
$45.12 (USD) 0
Ratios Ratio Average
PE Ratio 10.78
PB Ratio 0.93
PS Ratio 1.11
PCF Ratio 8.14
EV to EBITDA 7.38

Adjusted Book Value versus Historical Price to Book

The average the Price to Book ratio for  LNC:NYS for the last 10 years was  0.92

We ran the Adjusted Book Value for  LNC:NYS and generated a book value of  $79.43 (USD)
By multiplying these we get an adjusted valuation of  $72.71 (USD)

Analyst Data

In the Stockcalc database there are 2 analysts that provide a valuation for LNC:NYS. The 2 analysts have a concensus valuation for LNC:NYS for 2018 of $90.50 (USD).

LNC:NYS Lincoln National

Analyst Recommendation
Buy Hold Sell Rating
(of 5)
Guidance As Of
3 0 0 5.0000 Buy 2018-2-22

Current Price: not available

Analyst Consensus
USD Millions 2018 2019 2020
Mean EPS 8.09 8.60 9.45
# EPS Analysts 2 2 1
Mean Revenue 14,854.00 15,340.00 15,761.00
# Revenue Analysts 1 1 1
Mean Target Price 90.50
Mean Cash Flow
Mean EBITDA
Mean Net Income 1,731.00 1,841.00 1,896.00
Mean Debt Outstanding
Mean Tax Rate
Mean Growth Rate
Mean Capital Expenditure

Company Overview (LNC:NYS USD)

Price 78.02
Range 77.03 – 78.06
52 week 63.23 – 85.91
Open 77.28
Vol / Avg. 816231/1.09M
Mkt cap 17.13B
P/E 11.96
Div/yield 1.32/0.02
EPS 9.22
Shares 219.54M
Beta 2.51
Summary chart

Detailed Company Description

Lincoln National Corp offers individual and group insurance, retirement, and investment products in the United States and the United Kingdom. It distributes its products through independent and company-employed agents, and banks.

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.

CVS Health (CVS:NYS) and Walgreens Boots Alliance (WBA: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
CVS CVS Health Corp 4 1 0 0 0 0 4.8000 4.8333 Buy
PRU Prudential Financial Inc 1 0 5 0 0 0 3.3333 3.4000 Hold
ICE Intercontinental Exchange Inc 5 0 0 1 0 0 4.5000 4.6667 Outperform
TWTR Twitter Inc 3 0 7 0 2 0 3.1667 3.3333 Hold
K Kellogg Co 2 0 5 0 1 0 3.2500 3.3750 Hold
SNAP Snap Inc 2 0 7 1 3 0 2.7692 2.8462 Hold
GGP GGP Inc 2 0 3 0 1 0 3.3333 3.6667 Hold
COTY Coty Inc 3 0 1 1 0 0 4.0000 4.2000 Outperform
CLX Clorox Co 0 0 4 1 0 0 2.8000 3.2000 Hold
NYCB New York Community Bancorp Inc 0 1 4 0 0 0 3.2000 3.2500 Hold
CSRA CSRA Inc 2 0 1 0 0 0 4.3333 4.6667 Outperform
WGL WGL Holdings Inc 0 0 2 0 0 0 3.0000 3.5000 Hold
ASB Associated Banc-Corp 1 0 2 0 0 0 3.6667 4.0000 Outperform
KS KapStone Paper And Packaging Corp 1 0 2 0 0 0 3.6667 4.3333 Outperform
PFGC Performance Food Group Co 0 0 2 1 0 0 2.6667 3.0000 Hold
RH RH 2 0 4 1 0 0 3.4286 3.7143 Hold
GHL Greenhill & Co Inc 0 0 1 0 1 0 2.0000 2.5000 Underperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
BPY.UN Brookfield Property Partners LP 1 2 3 0 0 0 3.6667 4.0000 Outperform
CIGI Colliers International Group Inc 2 2 0 0 0 0 4.5000 4.6000 Outperform
MEG MEG Energy Corp 0 1 5 0 1 0 2.8571 2.8750 Hold
TXG Torex Gold Resources Inc 2 3 0 0 0 0 4.4000 4.5000 Outperform
CSW.B Corby Spirit and Wine Ltd 0 0 1 0 0 0 3.0000 5.0000 Hold
CSW.A Corby Spirit and Wine Ltd 0 0 1 0 0 0 3.0000 5.0000 Hold
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
WBA Walgreens Boots Alliance Inc 2 0 4 0 0 0 3.6667 3.8571 Outperform
SIVB SVB Financial Group 1 0 4 0 1 0 3.0000 3.4000 Hold
HSIC Henry Schein Inc 5 0 1 1 0 0 4.2857 4.3750 Outperform
ATHN athenahealth Inc 1 0 7 1 0 0 3.1111 3.3000 Hold
BPY Brookfield Property Partners LP 1 2 3 0 0 0 3.6667 4.0000 Outperform
MBFI MB Financial Inc 0 0 3 0 0 0 3.0000 3.6667 Hold
MDRX Allscripts Healthcare Solutions Inc 5 0 1 1 0 0 4.2857 4.3750 Outperform
CIGI Colliers International Group Inc 2 2 0 0 0 0 4.5000 4.6000 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.

CVS:NYS CVS Health

http://www.cvshealth.com
CVS Health has 250000 employees and is headquartered in United States.
CVS Health Corp operates in the healthcare sector. Its primary business is that of operating retail pharmacies.

WBA:NAS Walgreens Boots Alliance

http://www.walgreens.com
Walgreens Boots Alliance has 345000 employees and is headquartered in United States.
Walgreens Boots Alliance Inc is a pharmacy led health and wellbeing company. It operates retail pharmacy store chain in the United States. The firm sells and markets its products under brands such as Walgreens, Duane Reade, Boots and Alliance Healthcare.

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.

Bank of America (BAC:NYS) and Bristol-Myers Squibb (BMY:NYS) Downgraded

Stockcalc – Free Trial

Have a free look inside the StockCalc website at www.stockcalc.com/registration2.aspx

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
BAC Bank of America Corporation 5 0 3 0 1 0 3.8889 4.0000 Outperform
BMY Bristol-Myers Squibb Company 2 1 3 0 1 0 3.4286 3.7143 Hold
MET MetLife Inc 3 0 2 0 0 0 4.2000 4.3333 Outperform
D Dominion Energy Inc 1 0 5 0 0 0 3.3333 3.5000 Hold
PRU Prudential Financial Inc 1 0 4 0 0 0 3.4000 3.6667 Hold
AEP American Electric Power Co Inc 3 0 1 1 0 0 4.0000 4.2000 Outperform
EXC Exelon Corp 5 0 0 1 0 0 4.5000 4.6667 Outperform
AFL Aflac Inc 0 0 1 0 1 0 2.0000 2.3333 Underperform
EIX Edison International 2 0 3 0 1 0 3.3333 3.5000 Hold
ED Consolidated Edison Inc 0 0 3 0 3 0 2.0000 2.1667 Underperform
DG Dollar General Corp 3 0 4 0 0 0 3.8571 4.0000 Outperform
ABX Barrick Gold Corp 8 1 5 0 0 0 4.2143 4.2667 Outperform
AEM Agnico Eagle Mines Ltd 3 3 6 0 0 0 3.7500 3.8462 Outperform
UNM Unum Group 0 0 1 0 1 0 2.0000 2.3333 Underperform
TMK Torchmark Corp 0 0 0 0 1 0 1.0000 2.0000 Sell
VOYA Voya Financial Inc 1 0 1 0 0 0 4.0000 4.3333 Outperform
KGC Kinross Gold Corp 5 2 5 0 0 0 4.0000 4.0769 Outperform
R Ryder System Inc 1 0 1 0 0 0 4.0000 4.3333 Outperform
TAHO Tahoe Resources Inc 8 1 2 0 0 0 4.5455 4.5833 Buy
IAG Iamgold Corp 3 2 7 0 0 0 3.6667 3.7692 Outperform
AGI Alamos Gold Inc 5 1 4 0 0 0 4.1000 4.1818 Outperform
PPP Primero Mining Corp 1 0 8 0 1 0 3.0000 3.1818 Hold
DCUC Dominion Energy Inc 1 0 5 0 0 0 3.3333 3.5000 Hold
EXCU Exelon Corp 5 0 0 1 0 0 4.5000 4.6667 Outperform
Toronto Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
ABX Barrick Gold Corp 8 1 5 0 0 0 4.2143 4.2667 Outperform
AEM Agnico Eagle Mines Ltd 3 3 6 0 0 0 3.7500 3.8462 Outperform
K Kinross Gold Corp 5 2 5 0 0 0 4.0000 4.0769 Outperform
THO Tahoe Resources Inc 8 1 2 0 0 0 4.5455 4.5833 Buy
BTO B2Gold Corp 6 4 1 0 0 0 4.4545 4.5000 Outperform
IMG Iamgold Corp 3 2 7 0 0 0 3.6667 3.7692 Outperform
AGI Alamos Gold Inc 5 1 4 0 0 0 4.1000 4.1818 Outperform
TCW Trican Well Service Ltd 6 3 1 0 0 0 4.5000 4.5556 Outperform
CFX Canfor Pulp Products Inc 0 2 3 0 0 0 3.4000 3.8000 Hold
SRT.UN Slate Retail REIT 2 0 2 0 0 0 4.0000 4.3333 Outperform
GSY goeasy Ltd 3 2 0 0 0 0 4.6000 4.6667 Buy
DML Denison Mines Corp 2 0 3 0 0 0 3.8000 3.8333 Outperform
P Primero Mining Corp 1 0 8 0 1 0 3.0000 3.1818 Hold
TSX Venture Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
AGI.WT Alamos Gold Inc 5 1 4 0 0 0 4.1000 4.1818 Outperform
American Stock Exchange
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
BTG B2Gold Corp 6 4 1 0 0 0 4.4545 4.5000 Outperform
DNN Denison Mines Corp 2 0 3 0 0 0 3.8000 3.8333 Outperform
NASDAQ
Symbol Name Buy Out Perform Hold Under Perform Sell No Opinion Mean Rating Prev Mean Rating Mean Label
ARAY Accuray Inc 0 0 1 0 0 0 3.0000 4.0000 Hold
ECYT Endocyte Inc 0 0 1 0 0 0 3.0000 5.0000 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.

BAC:NYS Bank of America

http://www.bankofamerica.com
Bank of America has 209000 employees and is headquartered in United States.
Bank of America Corporation is a bank holding and a financial holding company. Through its subsidiaries, the Company provides banking and non-banking financial services and products throughout the United States and in selected international markets.

BMY:NYS Bristol-Myers Squibb

http://www.bms.com
Bristol-Myers Squibb has 25000 employees and is headquartered in United States.
Bristol-Myers Squibb Co is a biopharmaceutical company. It discovers, develops, licenses, manufactures, markets, distributes and sells biopharmaceutical products.

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.