StockStory Picks Ares as Top Mid-Cap Buy, Flags Lennar and Elanco as Sells

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โดย StockStory·Read original
Summary · why it matters

StockStory highlights Ares Management as a mid-cap stock to own for decades, while questioning Lennar and Elanco Animal Health. Ares, with a market cap of $29.95 billion, posted 23.2% annual revenue growth and 21.3% annual EPS growth over the past five years, and trades at 20.1 times forward P/E. Lennar, a $23.32 billion homebuilder, saw its backlog decline by an average of 9.2% and EPS fall 8.9% annually despite revenue growth, and trades at 13.2 times forward P/E. Elanco, a $12.01 billion animal health company, grew revenue just 4.9% annually, saw its adjusted operating margin shrink by 2.9 percentage points, and trades at 22.4 times forward P/E.

Impact on stocks 3

Financials · 1 stocks
Ares Management LP
ARES
▲ PositiveCapitalrelevance

StockStory highlights Ares as a top mid-cap buy with strong revenue and EPS growth and attractive valuation.

Health Care · 1 stocks
Elanco Animal Health
ELAN
▼ NegativeCapitalrelevance

StockStory flags Elanco as a sell due to weak revenue growth, shrinking margins, and high valuation.

Consumer Discretionary · 1 stocks
Lennar Corporation
LEN
▼ NegativeDemandrelevance

StockStory questions Lennar due to declining backlog and falling EPS, indicating weak demand.