Wall Street Is Bullish on Remitly, nCino, and Wynn Resorts, but Only Remitly Has Strong Fundamentals

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โดย StockStory·Read original
Summary · why it matters

Wall Street analysts are bullish on Remitly, nCino, and Wynn Resorts, but independent analysis from StockStory suggests only Remitly is backed by strong fundamentals. Remitly, an online money transfer platform with Amazon founder Jeff Bezos as an early investor, has grown active customers by 28.4% annually over the last two years, and its annual earnings per share growth of 247% over the past three years outpaced revenue gains. In contrast, nCino, a cloud-based banking software provider, saw average billings growth of just 9.5% over the last year and has a gross margin of 61.6% that trails competitors. Wynn Resorts, the luxury hotel and casino operator, posted muted 2.3% annual revenue growth over the last two years and carries a high net-debt-to-EBITDA ratio of 6 times. Remitly trades at 10 times forward EV/EBITDA, while nCino is at 2.5 times forward price-to-sales and Wynn Resorts at 23.8 times forward P/E.

Impact on stocks 3

Digital Finance & Tokenization · 1 stocks
Remitly Global Inc
RELY
▲ PositiveDemandrelevance

Remitly has strong customer growth (28.4% annual active customer growth) and high earnings per share growth (247% over three years).

Cloud & Digital Infrastructure · 1 stocks
nCino Inc
NCNO
▼ NegativeCapitalrelevance

nCino's billings growth is weak at 9.5% and gross margin trails competitors, indicating poor fundamentals.

Consumer Discretionary · 1 stocks
Wynn Resorts Limited
WYNN
▼ NegativeCapitalrelevance

Wynn Resorts has muted revenue growth (2.3% annually) and high net-debt-to-EBITDA ratio of 6 times.