GARP (Growth at reasonable Price)

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Douglas Dynamics: Revenue Growth Drivers And Valuation Discount Create A Good Buying Opportunity
Seeking Alpha· 2025-09-05 22:26
Douglas Dynamics, Inc. (NYSE: PLOW ) is expected to report increased revenue growth year-over-year in FY2025. This should be driven by the growth in the Work Truck Attachment segment and the Municipal business of theWe primarily focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messa ...
Carpenter Technology: Strong Revenue And Margin Growth, With Discounted Valuation, Should Drive Outperformance
Seeking Alpha· 2025-08-31 11:03
股票表现 - Carpenter Technology (CRS) 股价自2023年9月以来上涨290% [1] 投资策略 - 专注于工业、消费和科技领域的GARP(合理价格增长)机会 [1] 分析师背景 - 在TipRanks跟踪的约39,000名金融专家中排名前50 基于股票推荐的一致性和产生的回报 [1]
Hillenbrand: Portfolio Transformation, Discounted Valuation, And Cyclical Recovery Set To Drive Upside
Seeking Alpha· 2025-08-30 22:59
Hillenbrand (NYSE: HI ) looks set for a revenue rebound, with order momentum building in both APS and MTS. At the same time, management is leaning harder into the Food, Health, and Nutrition markets, which are growing faster and carry better margins. The exit from deathcare, aWe focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. We are among the top 50 financial experts (Out of ~39,000 tracked) as measured by Tipranks based on the consistency of our sto ...
Coca-Cola: Good Revenue Growth Prospects But Slowing Margin Expansion And Balanced Risk Reward
Seeking Alpha· 2025-07-31 18:12
公司增长前景 - 可口可乐公司预计将实现良好增长 价格和产品组合增长表现积极 且管理层预计下半年销量增长将加速 [1] 投资策略重点 - 专注于工业、消费和科技领域的GARP(合理价格增长)机会 [1] 作者背景信息 - 文章作者为Gayatri S [2] - 分析师团队在TipRanks追踪的约39000名金融专家中排名前50 基于其股票推荐的一致性和产生的回报衡量 [1]
J.B. Hunt: Intermodal Momentum, Macro Recovery, And Attractive Valuation Should Drive Upside
Seeking Alpha· 2025-06-30 23:04
公司分析 - J B Hunt运输服务公司(NASDAQ: JBHT)因多式联运业务(尤其是东部网络)的强劲发展势头而具备收入反弹潜力 [1] - 东部网络业务增长得益于铁路服务改善以及公路运输向多式联运的结构性转变 [1] 行业分析 - 重点关注工业、消费和科技行业中"合理价格成长股"(GARP)的投资机会 [1] - 研究团队在Tipranks追踪的约39,000名金融专家中排名前50 基于股票推荐的一致性和投资回报表现 [1]
Danaher: Biotech Momentum, Cost Cuts And Valuation Re-Rating Should Drive Upside
Seeking Alpha· 2025-06-30 16:23
公司增长前景 - Danaher公司未来有望实现良好增长 [1] - 生物技术板块增长势头强劲 主要由消耗品双位数增长驱动 [1] - 设备订单开始反弹 预计设备收入将恢复增长 [1] 投资策略 - 重点关注工业、消费和科技领域的GARP(合理价格成长股)机会 [1]
Resideo Technologies: Positioned For Growth From New Products And Acquisition Synergies
Seeking Alpha· 2025-05-29 12:56
公司收入增长预期 - Resideo Technologies预计在2025财年实现收入增长 驱动因素包括价格上涨 新产品推出及对Snap One的收购 [1] - 尽管当前宏观经济环境存在不确定性 但公司有望应对挑战 [1] 行业关注领域 - 主要关注工业 消费及科技领域的GARP(合理价格成长股)投资机会 [1]
Jacobs Solutions: Good Growth Visibility And Attractive Valuations
Seeking Alpha· 2025-05-28 05:58
Jacobs Solutions Inc 增长前景 - 公司未来增长动力来自稳固的积压订单 DOGE相关计划对需求影响极小 以及帮助客户应对供应链变化的关税相关机会 [1] - 长期增长前景看好 业务模式具备持续扩张潜力 [1] 研究机构背景 - 研究团队专注于工业 消费和科技领域的GARP(合理价格成长股)投资机会 [1] - 在TipRanks追踪的约39,000名金融专家中位列前50 评选依据为股票推荐的一致性和投资回报表现 [1] 免责信息 - 分析师声明未持有相关公司股票或衍生品头寸 72小时内无交易计划 [2] - 文章观点仅代表作者个人 未获得除Seeking Alpha外的其他报酬 [2]
Nature's Sunshine Products: Near-Term Weakness But Attractive Entry Point For Long-Term Investors
Seeking Alpha· 2025-05-06 14:03
公司业绩展望 - Nature's Sunshine Products亚洲业务将持续受益[1] - 北美市场需求疲软短期内将对公司收入产生负面影响[1] 投资策略 - 主要关注工业、消费和科技行业中合理价格下的增长机会(GARP)[1]
Lennox: Pricing Increases, Market Share Gains, And Easing Margin Headwinds Should Drive Upside
Seeking Alpha· 2025-05-01 05:39
公司定位与业务表现 - Lennox International在家庭舒适解决方案(HCS)和建筑气候解决方案(BCS)领域拥有健康的置换需求支撑 [1] - 公司通过实施涨价策略受益于正向的价格/产品组合效应 [1] 投资策略 - 重点关注工业、消费和科技领域中增长与价格合理(GARP)的投资机会 [1] - 研究团队在TipRanks追踪的约39,000名金融专家中排名前50 基于股票推荐的一致性和回报表现 [1]