Written by Trefis
Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect readers would find interesting.
Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.
Click on graphic to go Trefis interactive page.
Click “Read more…” to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.
Table of Contents for the 155 top stories this week:
Technology (40 articles)
ADP, 5 articles (8, 21, 31, 32, 39)
Akamai, 4 articles (22. 24 – 26)
Paychex, 4 articles (16, 33, 34, 39)
Accenture, 3 articles (35 – 37)
Micron, 3 articles (9, 11, 13)
Monster, 3 articles (2, 23, 29)
Hewlett Packard, 2 articles (5, 19)
TripAdvisor, 2 articles (7, 17)
Consumer (36 articles)​
Gap, 6 articles (1, 3, 7, 9, 19, 30)
Pepsico, 4 articles (2, 8, 19, 12)
Ford, 3 articles (28, 31, 32)
Harley Davidson, 3 articles (23, 24, 27)
Ralph Lauren, 3 articles (25, 33, 36)
Avon, 2 articles (4, 11)
Estee Lauder, 2 articles (13, 28)
Industrials & Transportation (23 articles)​
Jet Blue, 11 articles (1, 3, 5, 6, 8, 10, 13, 17 – 19, 21)
3M, 5 articles (7, 9, 11, 12, 15, 16)
United, 2 articles (2, 4)
Financial Services (18 articles)
E-Trade, 4 articles (13, 14, 17, 18)
Schwab, 4 articles (4 -7, 9)
Media & Telecom (15 articles)​
Motorola, 6 articles (4 – 6, 8, 10, 11)
Netflix, 4 articles (9, 12, 14, 15)
Dish Network, 2 articles (1 – 3)
​Energy & Utilities (11 articles)​
First Solar, 7 articles (1 – 5, 8, 10)
Transocean, 3 articles (7, 9, 11)
Basic Materials (8 articles)​
Cliffs Natural Resources, 5 articles (1 – 5)
ArcelMittal, 3 articles (6 – 8)
Health Care (4 articles)
Medtronic, 2 articles (1. 3)
All 155 investment stories this week are listed below.
Technology
Priceline: Year 2015 In Review on March 4th
How Much Did Monster’s Revenue & EBITDA Grow In The Last Five Years? on March 4th
How Baidu Is Strategizing To Retain Its Key Users on March 4th
Hewlett-Packard Enterprise Earnings: Revenues Grow on a Constant Currency Basis As Company Highlights Innovation on March 4th
How Google Is Innovating To Gain An Edge In Mobile Payments on March 4th
Where Can TripAdvisor’s Growth Come From In The Next 5 Years? on March 4th
What’s ADP’s Fundamental Value Based On Expected 2016 Results? on March 4th
How Has Micron’s Revenue Composition Changed Between 2010 & 2015? What Is The Expected Composition in 2020? on March 3rd
Expedia Year 2015 Review on March 3rd
Why We Have A Bullish Outlook On Micron Technology on March 3rd
Why Are We Revising Our Stock Price Estimate Of Yelp From $30 To $19? on March 3rd
Micron’s Expected Growth In Calendar 2016: Trefis Estimate on March 3rd
Why Yahoo Is Writing Off Tumblr’s Goodwill? on March 3rd
How Do Facebook And Twitter Compare In Terms Of Users, Advertisers And Ad Revenues? on March 3rd
What’s Paychex’s Fundamental Value Based On Expected 2016 Results? on March 2nd
TripAdvisor Year 2015 In Review on March 2nd
AMD Enhances Its Desktop Processor Lineup, Which Could Help Increase Its Market Share on March 2nd
Hewlett Packard Enterprise Earnings Preview: What We Are Expecting? on March 2nd
How Much Revenue Can WhatsApp Generate In The Next Five Years? on March 2nd
Where Will ADP’s Revenue Growth Come From In The Next Five Years? on March 2nd
By What Percentage Can Akamai’s Revenues Grow Over the Next Five Years? on March 1st
How Has Monster’s Revenue Composition Changed In The Last Five Years? on March 1st
What Is Monster’s Revenue And EBITDA Breakdown By Operating Segment? on March 1st
What Is Akamai’s Fundamental Value Based On Expected 2016 Results? on March 1st
How Are Akamai’s Revenue & EBITDA Composition Expected To Change By 2020? on March 1st
Where Will Paychex’s Revenue Growth Come From In The Next Five Years? on March 1st
How Has First Solar’s Revenue Composition Changed Over The Last Five Years? on March 1st
What Is Akamai’s Revenue & Earnings Breakdown Based On Expected 2016 Results? on March 1st
How Significant Could A New 4″ iPhone Be To Apple’s Financials? on March 1st
How Has ADP’s Revenue & EBITDA Composition Changed In The Last Five Years? on February 29th
What’s ADP’s Revenue & EBITDA Breakdown By Segment? on February 29th
How Has Paychex’s Revenue & EBITDA Composition Changed In The Last Five Years? on February 29th
Payroll Processing & HR Services: What’s Paychex’s Revenue & Earnings Composition? on February 29th
How Has Accenture’s Geographic Revenue Changed in the Last 4 years? on February 29th
Which Industry Contributes Most Accenture’s Revenue? on February 29th
How Has Accenture’s Orderbook Changed Over The Last Five Years? on February 29th
Top 3 U.S. OTAs: A Comparison Of Operating Margins on February 29th
Human Capital Management Notes: Strong Employment Conditions To Benefit Paychex, ADP on February 29th
Why We Revised Our Price Estimate For Seagate To $39 on February 29th
Consumer
How Has Gap Inc’s Revenue Composition Changed In The Last Five Years? on March 4th
By What Percentage Have PepsiCo’s Revenues And EBITDA Grown Over The Last Five Years? on March 4th
What’s Gap Inc’s Fundamental Value Based On Expected 2016 Results? on March 4th
Avon: Year 2015 In Review on March 4th
Chipotle Mexican Grill FY 2015 Earnings Review: E.Coli Scandal Hinders Top-line Growth on March 4th
Target Is On A Path Of Steady Growth on March 4th
What’s Gap Inc’s Revenue & Net Income Breakdown In Terms Of Different Brands? on March 4th
What Is PepsiCo’s Fundamental Value Based On Expected 2016 Results? on March 4th
By How Much Did Gap Inc’s Revenue & EBITDA Grown In The Last Five Years? on March 4th
How Has PepsiCo’s Revenue And EBITDA Composition Changed Over 2012-2016E? on March 4th
How Has Avon’s Stock Performed In The Last Six Years? on March 4th
What Is PepsiCo’s Revenue And EBITDA Breakdown? on March 4th
Are Estee Lauder’s Ecommerce Initiatives Paying Off ? on March 3rd
Abercrombie’s Better-Than-Expected Growth And Long Term Potential Overshadow Weak Guidance on March 3rd
How American Eagle Outfitters’ EBITDA Growth Outpaced Revenue Growth In 2015 on March 3rd
How Was L Brand’s Monthly Performance In February 2016? on March 3rd
Is The Direct Sales Model Critical For Tesla Motors? on March 2nd
Lowe’s FY15 Results In Line With Expectations, Boosted By Strong Housing Growth on March 1st
Why Did Gap Inc’s Revenues Decline in 2015? on March 1st
Is Dunkin’ Brands Losing The ‘All Day Breakfast’ Battle? on March 1st
Where Will Harley’s Revenue And Gross Profit Growth Come From Over The Next Three Years? on March 1st
How Walmart Is Revamping Sam’s Club To Take On Competition? on March 1st
By What Percentage Have Harley-Davidson’s Revenues And Gross Profit Grown Over The Last Five Years? on March 1st
What’s Harley-Davidson’s Fundamental Value Based On Expected 2016 Results? on March 1st
How Will Ralph Lauren’s Revenue And EBITDA Composition Change In The Next 3 Years? on February 29th
Honda’s Focus On Electric Vehicles: In Line With Future Automotive Trend on February 29th
What Is Harley-Davidson’s Revenue And Gross Profit Breakdown? on February 29th
Estee Lauder Increasing Focus On Its Fragrance Business With Another High End Brand Acquisition on February 29th
How A New SUV Turned Around Ford’s Fortunes In China on February 29th
Gap Inc’s Earnings Highlight Its Lingering Weakness on February 29th
Why Ford Needs To Grow The Sales Of Its Luxury Brand Lincoln In The U.S. on February 29th
How Careful Targeting of F-Series Sales Helped Ford Boost Its Profits on February 29th
How Has Ralph Lauren’s Revenue And EBITDA Composition Changed In The Last 5 Years? on February 29th
Revlon: 2015 Year In Review on February 29th
AB InBev Earnings Report: Results Affected By Unfavorable Foreign Exchange on February 29th
By What Percentage Did Ralph Lauren’s Revenue & EBITDA Grow In The Last 5 Years? on February 29th
Industrials & Transportation
How Will JetBlue’s Equity Value Be Impacted If Crude Oil Prices Average $50 Per Barrel In 2018? on March 4th
How Has United’s Revenue And EBITDA Composition Changed Over The Last Five Years? on March 4th
How Would JetBlue’s Equity Value Be Impacted If Crude Oil Prices Reach $100 Per Barrel By 2018? on March 4th
United’s 2015 Earnings Grew Notably On The Back Of Fuel Cost Savings on March 4th
What Will Drive JetBlue’s Revenue And EBITDA In The Next Five Years? on March 4th
How Has JetBlue Utilized Its Cash Flows Over The Last Three Years? on March 3rd
How Will 3M’s Revenue And EBITDA Composition Change In The Next 3 Years? on March 3rd
How Much Value Will JetBlue’s International Operations Contribute To Its Revenue By 2020? on March 3rd
What Is 3M’s Fundamental Value Based On Expected 2016 Results? on March 3rd
How Has JetBlue’s Revenue And EBITDA Grown Over The Last Five Years? on March 3rd
By What Percentage Did 3M’s Revenue & EBITDA Grow In The Last 5 Years? on March 3rd
How Has 3M’s Revenue And EBITDA Composition Changed In The Last 5 Years? on March 2nd
How Did The Oil Slump Impact JetBlue’s Operating Margins In 2015? on March 2nd
How Did The Decline In Shipments And Oil Prices Impact Union Pacific’s Operating Ratio In 2015? on March 2nd
3M: Year 2015 In Review on March 2nd
What Is 3M’s Revenue And EBITDA Breakdown? on March 2nd
How Has JetBlue’s Revenue And EBITDA Composition Changed From 2010 To 2016? on March 2nd
What Is JetBlue’s Fundamental Value Based On 2016 Expected Numbers? on March 1st
What Is JetBlue’s Revenue And EBITDA Breakdown? on March 1st
How Did The Decline In Shipments And Oil Prices Impact CSX’s Operating Ratio In 2015? on March 1st
Capacity Expansions And Fuel Cost Savings Drive JetBlue’s Earnings in 2015 on March 1st
How Did The Decline In Shipments And Oil Prices Impact Norfolk Southern’s Operating Ratio In 2015? on March 1st
United Technologies Drop Merger Discussions With Honeywell on March 3rd
Financial Services
How Have Custody Assets For The World’s Largest Custody Banks Changed In The Last Five Years? on March 4th
How Much Did Custody Banking Fees Contribute To The Top Line Of The Largest Custody Banks In 2015? on March 4th
What Is The Size Of Assets Under Custody For The World’s 5 Largest Custody Banks? on March 4th
How Has Schwab’s Revenue & EBITDA Changed In The Last Five Years? on March 4th
How Important Is Net Interest On Assets For Schwab? on March 4th
How Has Schwab’s Revenue Composition Changed Over The Past 5 Years? on March 3rd
How Is Schwab Expected To Grow In The Next Five Years? on March 3rd
How Have Advisory & Underwriting Fees For The Largest U.S. Investment Banks Changed Since 2010? on March 3rd
What’s Charles Schwab’s Revenue And EBITDA Breakdown In Terms Of Operating Segments? on March 3rd
How Have Debt Origination Fees For The 5 Largest U.S. Investment Banks Changed Since 2010? on March 2nd
How Is E-Trade Expected To Grow In The Next Five Years? on March 2nd
How Have M&A Advisory Fees For The 5 Largest U.S. Investment Banks Changed Since 2010? on March 2nd
What Is E-Trade’s Fundamental Value Based On Expected 2016 Results? on March 1st
How Did The Financial Crisis Impact E-Trade’s Revenues In The Last Five Years? on March 1st
How Have Equity Underwriting Fees For The 5 Largest U.S. Investment Banks Changed Since 2010? on March 1st
How Much Did FICC Trading Contribute To The Top Line Of The 5 Largest U.S. Investment Banks In 2015? on February 29th
What Can Drive A 10% Downside To E-Trade’s Stock In The Next 2 Years? on February 29th
How Much Upside Can An Increase In Trade Volumes Drive For E-Trade’s Stock? on February 29th
Media & Telecom
How Has Dish Network’s Revenue Composition Changed In The Last Five Years? on March 4th
What Is Dish Network’s Fundamental Value Based On Expected 2016 Results? on March 4th
What Is Dish Network’s Revenue & Earnings Breakdown Based On Expected 2016 Results? on March 4th
How Did Motorola Solutions Grow Its EBITDA In 2015 Despite A Fall In Revenue? on March 3rd
What’s Motorola Solutions’ Fundamental Value Based On Expected 2016 Results? on March 2nd
Where Can Motorola’s Growth Come From In The Next Five Years? on March 2nd
Seasonal Pricing At Disney’s Theme Parks: Can This Drive Higher Revenues? on March 1st
How Much Has Motorola Solutions’ Revenue & EBITDA Changed In The Last Four Years? on March 1st
What Is Netflix’s Fundamental Value Based On Expected 2016 Results? on March 1st
How Has Motorola’s Revenue & Cash Profit Composition Changed In The Last Four Years? on February 29th
What’s Motorola Solutions’ Revenue And Net Income Breakdown By Operating Segment? on February 29th
By What Percentage Did Netflix’s Revenue & EBITDA Grow In The Last 5 Years? on February 29th
How Did U.S. Carriers Fare In Terms Of Prepaid Phone Adds In 2015? on February 29th
How Has Netflix’s Revenue Composition Changed In The Last Five Years? on February 29th
What Is Netflix’s Revenue and EBITDA Breakdown Based On Expected 2016 Results? on February 29th
Energy & Utilities
Trina Solar’s Q4 Results Driven By Expanding Shipments & Margins on March 4th
What Is First Solar’s Fundamental Value Based On Expected 2016 Results? on March 2nd
How Is First Solar’s Revenue And EBITDA Composition Expected To Change Over The Next 5 Years? on March 2nd
How Expanding Systems & Modules Margins Could Impact First Solar’s Valuation on March 2nd
By How Much Can First Solar’s Revenue & Gross Profits Grow In The Next 5 Years? on March 1st
What To Expect From Trina Solar’s FY2015 Results? on March 1st
What Was Transocean’s Revenue And EBITDA Composition In 2015? on February 29th
What Has Been Driving First Solar’s Growth Over The Last 5 Years? on February 29th
How Has Transocean’s Revenue And EBITDA Composition Changed Between 2010 And 2015? on February 29th
Systems & Modules: What’s First Solar’s Revenue And Gross Profit Breakdown? on February 29th
Transocean’s Earnings Suffer Due To Weak Drilling Demand; Diminishing Backlog Likely To Cause Further Damage on February 29th
Basic Materials
What Is Cliffs Natural Resources’ Fundamental Value Based On 2015 Results? on March 4th
By What Percentage Did Cliffs Natural Resources’ Revenue & EBITDA Decline Over The Last 5 Years? on March 4th
How Will Cliffs Natural Resources’ Revenue Composition Change by 2020? on March 3rd
What Is Cliffs Natural Resources’ Revenue And EBITDA Breakdown? on March 3rd
How Has Cliffs Natural Resources’ Revenue Composition Changed Over The Last 5 Years? on March 3rd
How Will ArcelorMittal’s Revenue Composition Change by 2020? on February 29th
By What Percentage Can ArcelorMittal’s Revenue & EBITDA Grow In The Next 3 Years? on February 29th
Health Care
What Is United Health’s Fundamental Value Based On Expected 2016 Results? on March 1st
Medtronic’s Earnings Preview: New Product Launches And Synergies From Covidien Acquisition Likely Drove Growth In Q3’16 on February 29th
How Much Did UnitedHealth’s Revenue & EBITDA Grow In The Last Five Years? on February 29th