Paints & Coatings

Business

Marsh & McLennan: A Valuation Puzzle Amid Market Volatility

As Marsh & McLennan shares show mixed signals with a recent rebound but a sharp annual decline, investors are grappling with conflicting valuation metrics. While one model suggests a significant discount, traditional price-earnings analysis paints a different picture, highlighting the complexity of pricing the insurance brokerage giant in today's market.

Feb 5, 2026

Business

Moelis & Co: A Value Trap or a Buying Opportunity Amidst Share Price Slump?

Moelis & Co's stock has faced significant headwinds over the past year, declining over 7%. While its long-term performance remains robust, recent weakness prompts a closer look at its valuation through multiple lenses—from excess returns to P/E ratios—to determine if the market has overcorrected.

Feb 5, 2026

Business

Abercrombie & Fitch Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Abercrombie & Fitch shares have retreated nearly 19% this year, trading around $100. While recent performance lags the market, deep valuation models suggest significant upside potential. We examine the signals behind the pullback and what it means for investors.

Feb 4, 2026

Business

Henkel Makes €2.1 Billion Strategic Move into Specialty Coatings with Stahl Acquisition

German industrial giant Henkel AG has struck a major deal to acquire Dutch coatings specialist Stahl Group for €2.1 billion, a move set to significantly expand its footprint in high-performance surface technologies.

Feb 4, 2026

Business

Gooch & Housego Shares Surge 12% in a Week, Yet Earnings Growth Lags Behind Soaring Investor Returns

While the photonics specialist Gooch & Housego has delivered a remarkable 79% total return to shareholders over the past year, a closer look reveals a significant gap between its stock price appreciation and underlying earnings growth, raising questions about its current valuation.

Feb 4, 2026

Business

Ashland Navigates Market Headwinds: Life Sciences Shines Amidst Coatings Slump, Full-Year Outlook Adjusted

Specialty chemicals leader Ashland reports a mixed Q1 FY2026, with resilient performance in Life Sciences and Personal Care offsetting continued softness in coatings and construction. The company revises its full-year EBITDA guidance, citing operational delays at a key facility and weather-related disruptions.

Feb 3, 2026

Business

Asia Pacific Wire & Cable's Five-Year Plunge: A Cautionary Tale for Long-Term Investors

While Asia Pacific Wire & Cable (NASDAQ:APWC) achieved operational profitability, its shareholders endured a devastating 78% share price collapse over five years, highlighting the complex and often painful disconnect between business fundamentals and market performance.

Feb 3, 2026

Business

Church & Dwight's Valuation Puzzle: Is the Consumer Staples Giant Overpriced or Undervalued?

A deep dive into the conflicting signals from Church & Dwight's stock valuation. While a discounted cash flow model suggests a significant discount, its premium P/E ratio tells a different story, leaving investors to weigh pricing power against market expectations.

Feb 2, 2026

Business

Cushman & Wakefield's Rally Faces Scrutiny: Is the Commercial Real Estate Giant's Run Sustainable?

Shares of Cushman & Wakefield have surged 35.8% in six months, dramatically outpacing the broader market. While strong quarterly results fueled the climb, a deeper look at the firm's long-term financial health reveals potential headwinds that could give investors pause.

Jan 30, 2026

Business

Stanley Black & Decker Navigates Headwinds: Margins Improve as Revenue Growth Stalls

Stanley Black & Decker's Q4 2025 earnings reveal a tale of two metrics: profits beat expectations through disciplined cost control, while revenue flatlined amid soft consumer demand. The company's strategic pivot focuses on profitability over pure sales volume.

Feb 5, 2026

Business

Moelis & Company Caps 2025 with Record Revenues, Eyes Active 2026 Deal Market

Buoyed by a surge in M&A and capital markets activity, investment bank Moelis & Company reported record quarterly and annual revenues for 2025. Executives point to a strengthened talent bench and improving operating leverage as catalysts for momentum heading into what they forecast will be a robust year for transactions.

Feb 5, 2026

Business

IDEX Beats Q4 Expectations on Surging Health & Science Demand, Charts Cautious 2026 Course

IDEX Corporation capped off fiscal 2025 with stronger-than-anticipated fourth-quarter results, propelled by a record-setting order surge in its Health & Science Technologies unit linked to data center and AI infrastructure. While management expressed confidence in its strategic evolution, it offered a measured outlook for the coming year amid a mixed industrial landscape.

Feb 5, 2026

Business

Comfort Systems USA Sees Backlog Surge and AI Infrastructure Push Ahead of S&P 500 Inclusion

Comfort Systems USA is positioning for growth with a record project backlog, strategic acquisitions in AI infrastructure, and a significant dividend increase, as it prepares for inclusion in the S&P 500 index in late 2025.

Feb 5, 2026

Business

Asia's Tech Surge: T&S Communications and Other High-Growth Stocks Defy Market Volatility

While global markets present a mixed picture, Asia's technology sector remains a beacon for growth-focused investors. We examine three standout companies—T&S Communications, Dexerials, and Kohoku Kogyo—that are navigating economic shifts with innovation and strategic agility, offering compelling prospects in the region's dynamic tech landscape.

Feb 5, 2026

Business

Beyond the Headlines: The Dow vs. S&P 500 and the Battle to Define the Market

While both the Dow Jones Industrial Average and the S&P 500 are ubiquitous market barometers, their methodologies tell vastly different stories. We dissect the history, composition, and inherent biases of these two indices to determine which one truly captures the heartbeat of the U.S. economy.

Feb 5, 2026

Business

AT&T Bets $5.75 Billion on Fiber to Stem Customer Exodus

Facing rising subscriber losses and stiff competition, AT&T has finalized its multi-billion dollar acquisition of Lumen's fiber assets. The telecom giant is betting that bundling high-speed internet with wireless services will be its key to winning back customers and future growth.

Feb 5, 2026

Business

Comfort Systems USA Joins S&P 500 Amid Leadership Transition and Dividend Boost

Comfort Systems USA (NYSE:FIX) enters the S&P 500 index, announces a future leadership change with Trent T. McKenna as incoming President and COO, and raises its dividend for the 13th consecutive year, signaling strength in its building systems business.

Feb 5, 2026

Business

McIlrath & Eck Makes $2.7M Bet on Emerging Markets Debt, Signaling Strategic Shift

Investment firm McIlrath & Eck has significantly increased its stake in the Vanguard Emerging Markets Government Bond ETF (VWOB), a $2.7 million move analysts see as a tactical rotation into higher-yielding sovereign debt amid shifting U.S. rate expectations.

Feb 4, 2026

Business

Analysts Split on AT&T Outlook as Price Target Adjustments Follow Mixed Q4

TD Cowen trims AT&T's price target to $32, citing mixed quarterly results and reduced promotions, while Deutsche Bank raises its target, highlighting strong EBITDA and new long-term guidance.

Feb 4, 2026

Business

Johnson & Johnson Eyes Double-Digit Growth Horizon: Is the Healthcare Giant's Stock Now a Value Play?

After years of steady but modest expansion, Johnson & Johnson projects a significant acceleration in revenue, driven by a bold ambition to dominate the global oncology market. With shares trading at a premium, analysts debate if the stock's future growth potential justifies its current price.

Feb 4, 2026