Chewy IncArticle cites sluggish sales growth for Chewy.
StockStory identifies Insulet as a stock where Wall Street's bullishness is justified, while recommending investors avoid Chewy and Alarm.com despite high consensus price targets. Insulet, maker of the Omnipod insulin delivery system, is favored for its steady constant currency growth, expanding free cash flow margin, and rising returns on capital. Chewy faces sluggish sales growth and low gross margins, while Alarm.com struggles with slowing demand and static operating margins. Insulet trades at 21.5 times forward earnings, Chewy at 7.9 times forward EV/EBITDA, and Alarm.com at 2.3 times forward price-to-sales.
Chewy IncArticle cites sluggish sales growth for Chewy.
GameStop Corp.
Alarm.com Holdings IncArticle cites slowing demand for Alarm.com's services.
Insulet CorporationArticle highlights expanding free cash flow margin and rising returns on capital.