Welcome back to Market on Close. I'm Sam Bis on the floor of the New York Stock Exch Exchange. It's now time for overlooked stocks.Shares of VSAT are rallying today after Deutsche Bank upgraded shares to buy. So I'm joined by George Silla, senior markets correspondent to talk about buyers. I suppose it's a bit of a giveaway in the name.But what's Deutsche Bank saying uh that's behind this call. >> Well, I think uh a few things are going on. I mean first off if you look at Vioad um this is a company that's r ...

Core Insights - Merck KGaA is positioned for significant shareholder value creation with a focus on growth pillars such as Process Solutions, Rare Diseases, and Semiconductor Solutions [2][3] - The company emphasizes its strong cash generation capabilities, which support active portfolio management and investment in innovation-driven markets [3] Group 1 - The company is addressing key secular trends through its identified growth pillars [3] - Merck KGaA has a history of 358 years, indicating its long-standing presence and experience in the industry [3]

General Information - The document ID is 1190497.2.2 [1]

Group 1: Sirius XM Overview - Sirius XM is currently facing significant challenges, with a total return of negative 55% over the past five years, while the S&P 500 has returned 113% in the same period [1] - The company generates a recurring revenue stream, with 77% of its sales coming from subscriptions as of Q1 [5] - Sirius XM holds a legal monopoly as the only satellite radio provider in the U.S., which provides a competitive advantage despite competition from streaming platforms [6] Group 2: Financial Performance - In Q1, Sirius XM reported a 2% year-over-year decline in domestic subscribers, a 4% decrease in revenue, and a 15% drop in net income [7] - The stock is considered cheap, with a forward price-to-earnings (P/E) ratio of 7.9 and a dividend yield of 4.81% [7] Group 3: Comparison with Amazon - Amazon has significantly outperformed Sirius XM, with shares increasing by 12,000% over the past two decades, contrasting Sirius XM's disappointing performance [9] - Amazon benefits from multiple growth trends, including online shopping, digital advertising, cloud computing, and artificial intelligence, while Sirius XM struggles against streaming services [10] - Amazon's operating income surged by 86% year-over-year in 2024 and is expected to grow faster than revenue, indicating strong cost optimization [11]