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CMRC's 2.4% billings growth & low FCF raise red flags despite 57% upside target; FTAI & SCHW show strong growth.
BWXT targets 23% upside, strong growth; NIC eyes 24% return, rising margins. SPWH faces dilution risk, poor sales.
DOMO (1.1% billings decline) & BFH (6.1% sales drop) show weak demand; LAZ (14.4x P/E) offers market-beating ROE.
AAP, KMX, WOOF face weak sales & high debt. AAP at 19.9x P/E, KMX 16.8x, WOOF 14.2x. Retail returns lag S&P 500.
MHK, ENOV, LNC show weak growth & returns; MHK at 11.6x P/E, ENOV at 9.3x P/E, LNC at 0.8x P/B.
EXPD's 3.3% revenue growth & 13.4% margin raise concerns; LEN's backlog drops 19.2%. HOOD shines with 47.7% ARPU growth!
CPNG (26.2x EV/EBITDA), PODD (56.9x P/E), APH (37x P/E) show strong growth. Are these valuations justified?
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