GARP (Growth at reasonable Price)
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Donaldson: High-Quality Industrial Compounder For Multi-Year Growth & P/E Re-Rating (DCI)
Seeking Alpha· 2025-12-09 03:39
Core Viewpoint - Donaldson Company, Inc. (DCI) has shown a strong stock performance, gaining approximately 25% since June of the previous year, with expectations for further upside in the future [1]. Group 1: Company Performance - The stock of DCI has performed well, with a notable increase of around 25% since the last coverage in June [1]. - There is an optimistic outlook for DCI, suggesting potential for further stock price appreciation [1]. Group 2: Investment Strategy - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1].
Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand
Seeking Alpha· 2025-12-05 04:08
Core Viewpoint - Jacobs Solutions Inc. is expected to experience multi-year revenue growth, with a positive outlook on its growth prospects, following a 7% increase in stock price since May [1]. Group 1: Company Performance - The stock of Jacobs Solutions Inc. has risen approximately 7% since the last coverage in May [1]. - The company is identified as a GARP (Growth at Reasonable Price) opportunity within the industrial, consumer, and technology sectors [1]. Group 2: Analyst Recognition - The analysis is conducted by a recognized expert, ranked among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1].
Brinker International: Durable Traffic Gains, Margin Leverage, And A Reasonable Valuation
Seeking Alpha· 2025-11-28 11:49
Core Insights - Brinker International (EAT) stock price has more than doubled since September 2024, driven by strong top and bottom line performance [1] Group 1: Company Performance - The significant increase in stock price is attributed to robust financial results [1] - The company is focused on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] Group 2: Analyst Recognition - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
Lennox: Attractive Valuations And Impending Recovery In 2026 Make It A Good Buy (NYSE:LII)
Seeking Alpha· 2025-10-04 13:17
Group 1 - Lennox International (NYSE: LII) was previously rated as a Buy, with the stock performing well until midsummer before experiencing a pullback [1] - The recent correction in Lennox's stock price is attributed to challenging industry conditions [1] Group 2 - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]
AZZ: Secular Tailwinds, Good Execution, And Solid Balance Sheet Support Buy (NYSE:AZZ)
Seeking Alpha· 2025-10-02 00:33
Group 1 - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
KB Home: Rate Cuts, Built-To-Order Shift, And Community Growth Set Up FY26 Recovery
Seeking Alpha· 2025-09-29 17:37
Group 1 - KB Home (NYSE: KBH) shares have increased by more than 10% since the last coverage in March 2025, with further upside anticipated [1] - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
Douglas Dynamics: Revenue Growth Drivers And Valuation Discount Create A Good Buying Opportunity
Seeking Alpha· 2025-09-05 14:26
Company Overview - Douglas Dynamics, Inc. (NYSE: PLOW) is anticipated to report increased revenue growth year-over-year in FY2025 [1] - The expected growth is primarily driven by the Work Truck Attachment segment and the Municipal business [1] Investment Focus - The company focuses on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]
Carpenter Technology: Strong Revenue And Margin Growth, With Discounted Valuation, Should Drive Outperformance
Seeking Alpha· 2025-08-31 03:03
Group 1 - Carpenter Technology (NYSE: CRS) has experienced a 290% increase since the last article published in September 2023, where a buy recommendation was made [1] - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
Hillenbrand: Portfolio Transformation, Discounted Valuation, And Cyclical Recovery Set To Drive Upside
Seeking Alpha· 2025-08-30 14:59
Group 1 - Hillenbrand (NYSE: HI) is expected to experience a revenue rebound due to increasing order momentum in both APS and MTS segments [1] - The company is focusing more on the Food, Health, and Nutrition markets, which are growing at a faster rate and offer better profit margins [1] - Hillenbrand is exiting the deathcare sector, indicating a strategic shift towards more profitable areas [1] Group 2 - The company emphasizes GARP (Growth at Reasonable Price) investment opportunities within the industrial, consumer, and technology sectors [1]
Coca-Cola: Good Revenue Growth Prospects But Slowing Margin Expansion And Balanced Risk Reward
Seeking Alpha· 2025-07-31 10:12
Group 1 - The Coca-Cola Company (KO) is expected to experience good growth in the future, driven by positive price/mix growth and anticipated volume growth in the latter half of the year [1] - The management's focus on GARP (Growth at Reasonable Price) opportunities spans across industrial, consumer, and technology sectors [1]