In today’s briefing:
- Dropbox Inc: The FormSwift Acquisition & Other Drivers
- Jabil Inc: Major Drivers
- Kimberly-Clark Corporation: Major Drivers
- Levi Strauss & Co: Major Drivers
- MongoDB Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (01/23)
- Schlumberger NV: Major Drivers
- Textron Inc: Major Drivers
Dropbox Inc: The FormSwift Acquisition & Other Drivers
- Despite a series of macroeconomic challenges, Dropbox had a good last quarter and managed an all-around beat.
- They also continue to return a sizable percentage of their free cash flow to shareholders through share repurchases.
- Although they are experiencing moderate growth in their Sign business, it is important to set Dropbox Sign apart from conventional eSign solutions.
Jabil Inc: Major Drivers
- Jabil’s Q1 performance was impressive and the company delivered an all-around beat which helped propel its stock price.
- The company’s strength resulted in the quarter’s double-digit rise in revenue, core operating income, and core diluted profits per share.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
Kimberly-Clark Corporation: Major Drivers
- Kimberly-Clark delivered a mediocre performance in the last quarter of 2022 as it failed to meet the revenue expectations of Wall Street.
- Despite that fact, the company managed to get 1/3rd of profit from the international market in the last quarter.
- The new products created by Kimberly-Clark in the last 3 years have contributed to 60% of the total sales growth in 2022.
Levi Strauss & Co: Major Drivers
- Levi Strauss had a successful fourth quarter with strong fiscal 2022 performance.
- Levi Stauss managed to enhance its brand positioning and market share in the global market.
- 40% of the company’s revenues came from outside of denim bottoms in this quarter.
MongoDB Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (01/23)
- MongoDB performed well in the third quarter in both financial and operational terms.
- In addition, ISVs are continuing to develop their solutions using MongoDB in an increasing number of cases.
- MongoDB is looking to achieve profitable growth and focus on acquiring new workloads from both existing and new customers.
Schlumberger NV: Major Drivers
- Schlumberger maintained its growth momentum throughout the fourth quarter, producing significant revenue growth and additional sequential and annual margin increase.
- They had sequential revenue growth and margin expansion in North America and internationally.
- On the other hand, exploration data sales, INNOVATION FACTORI, and AI solutions saw a significant increase in the digital sector.
Textron Inc: Major Drivers
- Textron delivered a decent result in the last quarter with revenues of $3.6 billion which surpassed Wall Street expectations.
- The company faced a strong demand, a strong pricing net of inflation, and a higher aftermarket volume in this quarter.
- It was a quarter of strong customer demand and solid cash flow.
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