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ROIC

September 23, 20210Comments

Warby Parker’s Direct Listing Still Overvalued After Updated Revenue Guidance

Even with more transparency into expected growth rates, this direct listing is still overvalued.
by Alex Sword
Model Portfolio
September 15, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: September 2021

Platinum Members and higher can access September's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, September 15.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
September 13, 20210Comments

Podcast: Why This Direct-To-Consumer Firm’s Direct Listing Is in the Danger Zone

David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: See Through This Optical Illusion.
by Kyle Guske II, Senior Investment Analyst, MBA
September 8, 20210Comments

Warby Parker Direct Listing: See Through This Optical Illusion

While we like Warby Parker’s business model, we find the $3 billion valuation much too high for investors to expect a profit from investing in this listing.
by Alex Sword
featured exec comp
September 8, 20211Comments

Using ROIC to Find the Best & Worst Stocks in the S&P 500

This report takes a closer look at the risk/reward for S&P 500 companies with high ROICs.
by Matt Shuler, Investment Analyst II
Sector & Industry Fundamentals
September 8, 20210Comments

Sector & Industry Fundamentals Updated Through 8/20/21

We’ve published an update to our Sector & Industry fundamentals page with data through 8/20/21.
by Kyle Guske II, Senior Investment Analyst, MBA
Economic Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC vs. WACC Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Alex Sword
Most Likely to Beat Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.
by Alex Sword
ICYMI
August 27, 20210Comments

ICYMI: 2Q21 Fundamental Trends in the S&P 500 & Sectors, The First New Value Factor in 25 Years, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 26, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 2Q21 (Free, Abridged)

The Technology sector earns the highest ROIC of all sectors, by far, and the Energy sector earns the lowest ROIC.
by Matt Shuler, Investment Analyst II
ROIC vs. WACC
August 25, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 2Q21

Nine of eleven S&P 500 sectors saw an improvement in ROIC year-over-year (YoY) based on 2Q21 financial data.
by Matt Shuler, Investment Analyst II
August 19, 20211Comments

Featured Stock in August’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Model Portfolio
August 13, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: August 2021

Platinum Members and higher can access August's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 13.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
July 20, 20210Comments

Featured Stock in July’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Model Portfolio
July 15, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2021

Platinum Members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, July 15.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 18, 20210Comments

ICYMI: Most Misleading Earnings in the S&P 500, Updated 1Q21 Sector & Industry Fundamentals & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
June 17, 20210Comments

Featured Stock in June’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Model Portfolio
June 16, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: June 2021

Platinum Members and higher can access June's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, June 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
June 14, 20210Comments

Sector & Industry Fundamentals Updated Through 5/21/21

We’ve published an update to our Sector & Industry fundamentals page with data through 5/21/21.
by Kyle Guske II, Senior Investment Analyst, MBA
June 7, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 1Q21

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.
by Alex Sword
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