#finditfinancials — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #finditfinancials, aggregated by home.social.
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Final Picks 🏆
The construction finalists: Strabag, Vinci, Acciona!
These enter the next stage.
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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What’s Next 🚀
Next week we combine all metrics for a full screening!
ROIC makes clear who’s consistently efficient in capital use.
Full breakdown on the blog: https://thebarnblog.substack.com/p/value-creation-for-shareholders?r=63kr4o
(5/5)
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#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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PEG-ratio, Tech Reality Check 🧐
#Tech stocks often trade on expectations, not fundamentals.
#PEGratio helps us test whether that optimism is supported by actual earnings growth.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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PEG-ratio, Fashion’s Fit 👠
#Fashion stocks have delivered strong results lately.
But #PEGratio tells us whether that performance is backed by value or carried by sentiment.
Here’s how the sector stacks up!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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Next Steps 🚀
Next metric → #ROIC.
It’s the real test of whether these builders convert growth into shareholder value.
Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using
(5/5)
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PEG-ratio and Building Value 🧱
Next up in the screener is #construction.
#PEGratio helps us see which companies are genuinely creating value and which ones look expensive once growth is factored in.
Let’s break down the results!
🧵 (1/5)
#FindItFinancials #TheBarnBlog #valueinvesting #finance #markets
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What metric to use to find undervalued companies? 🧐
#PEGratio, of course!
Read my post about the performance of #pharma, #construction, #fashion and #tech companies on this metric: https://open.substack.com/pub/thebarnblog/p/finding-undervalued-companies-using?r=6oymn6&utm_campaign=post&utm_medium=web
As always, follow to get short summaries of the results next week!
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💻 In #tech, a wide moat means nothing if profits leak through the cracks.
During 2020–2024, some firms doubled margins, while others watched theirs vanish.
Let’s unpack the trend, and what it says about defensibility. ⚔️
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
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👗 #Fashion lives on perception, but profitability tells the truth.
From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?
Let’s dig in!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
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🧱 #Construction 🧱 is a brutal margin game.
Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.
So who actually defended their #EBITmargin during 2020–2024?
Let’s find out!
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
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👉 Follow #thebarnblog to get daily summaries of the financial performance of each industry in our screener: #pharma, #construction, #fashion and #tech.
🗓️ Monday to Thursday!
This is where we get our data: https://finditfinancials.com/
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Wrapping up with #tech, our most diverse group. 💻
These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #investing #markets
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The only #B2C industry in our screener ➡️ let’s talk #fashion! 👗
Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.
🧵 (1/5)
#FindItFinancials #financialanalysis #valueinvesting #markets
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Today, we turn to #revenuegrowth in #construction.
This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.
🧵 (1/5)
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#Pharma builds moats. #Construction rides cycles. #Fashion refines quality. #Tech fuels growth.
📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!
Meet the industries: https://open.substack.com/pub/thebarnblog/p/screener-series-picking-our-industries?r=6oymn6&utm_campaign=post&utm_medium=web
#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog