Profit Margin Expansion Lies Ahead for Wide-Moat Fastenal Once Stronger Top-Line Growth Returns
After rolling our valuation model forward after fourth-quarter and full-year 2024 results were announced, we've raised our fair value estimate 6% to $54 per share. Our fair value estimate equates to ...
Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation
Read here for an analysis of Workday's 3Q25 performance, AI advancements, profitability goals, and valuation, highlighting ...