Valuation vs Own History COMMODITY— slow-moving; 60d lag; EV/EBITDA canonical
Research notes (read before interpreting):
The news-vs-expectations thesis is UNTESTED by the backtest (look-ahead-impossible). Only Agent 6 live forward-tracking can validate whether news_adj improves outcomes. Treat news as a bounded refinement on trial, not a proven driver.
Fundamentals are annual with a 60-day reporting lag; EV/EBITDA is the valuation metric (P/E broke on 45 loss-year rows). Valuation reads are slow-moving, not point-in-time precise.
Percentile within this ticker's own 6-year fundamental history. High = expensive vs itself.
EV/EBITDA70.8x
100%ile
P/E218.3x
100%ile
P/S5.7x
100%ile
FY
EV/EBITDA
P/E
P/S
Revenue
EPS
2025
70.81x
218.30x
5.66x
$4.8B
$0.87
2024
28.29x
110.29x
2.31x
$4.0B
$0.58
2023
12.09x
23.99x
1.39x
$4.4B
$1.71
2022
19.93x
47.77x
2.01x
$3.6B
$1.01
2021
12.47x
16.86x
2.33x
$3.6B
$3.22
Earnings Surprise Track Record COMMODITY
Canonical signal: avoid-misses is the durable edge (misses lag the basket ~4%/21d excess); beats merely match the sector once drift is stripped. Regime-dependent, effectively small-sample — not proven.
Date
EPS act
EPS est
EPS surp%
Rev surp%
Excess/21d
2026-03-05
$1.35
$1.17
+15.4%
+2.0%
+45.1%
2025-12-11
$0.91
$0.78
+16.7%
+4.7%
+3.2%
2025-09-04
$0.67
$0.53
+26.4%
+3.8%
+9.8%
2025-06-05
$0.42
$0.52
-18.9%
+3.0%
-1.4%
2025-03-11
$0.64
$0.41
+54.7%
+1.9%
-0.4%
2024-12-12
$0.54
$0.66
-18.2%
+1.9%
-8.4%
2024-09-04
$0.35
$0.27
+30.2%
+1.3%
+8.8%
2024-06-06
$0.27
$0.16
+72.9%
+1.5%
-8.3%
2024-03-07
$0.66
$0.47
+40.4%
+1.7%
-14.2%
2023-12-07
$0.75
$0.69
+8.7%
+3.2%
+3.4%
2023-08-31
$0.59
$0.53
+11.3%
+2.3%
+3.8%
2023-06-06
$0.74
$0.60
+23.3%
+4.1%
-5.3%
2023-03-06
$0.64
$0.36
+77.8%
+10.1%
+2.7%
2022-12-08
$0.61
$0.08
+662.5%
+14.3%
-0.9%
2022-09-01
$0.33
$0.35
-5.7%
-4.0%
+1.8%
2022-06-02
$0.50
$0.54
-7.4%
-0.2%
+8.4%
2022-03-07
$0.47
$0.47
+0.0%
-1.1%
-4.6%
2021-12-09
$0.85
$0.85
+0.0%
+16.4%
+0.3%
2021-09-02
$0.92
$0.79
+16.5%
+21.1%
-2.2%
2021-06-03
$0.62
$0.48
+29.2%
+0.6%
-5.9%
Post-Earnings Revisions COMMODITY— how consensus moved after each print
No computed revisions yet — snapshots need to bracket a print.
Consensus EPS Revision Trajectory COMMODITY
Forward-year consensus EPS over time — shows how estimates move after each print. Data accrues forward from snapshot start date.
Model Portfolio Status
Not in model portfolio.
News Lean UNPROVEN LIVE— UNPROVEN LIVE-ONLY: no historical validation possible
No news recorded yet.
Analyst Context — the consensus we're trying to beat
Consensus PT
$493.42
+40.8% from current
Median PT
$499.00
High PT
$650.00
Low PT
$330.00
Current
$350.51
Price targets from FMP consensus. Not a recommendation.
⚠ Deterioration Alerts
Date
Type
Severity
Detail
2026-07-28
price_drop
high
Condition 1: -7.09% single-day drop
2026-07-24
deterioration
medium
Condition: (a) -4.07% single-day drop
2026-07-16
deterioration
medium
condition: sharp drop -7.09%
2026-07-15
price_drop
medium
Large drop: -6.37% (condition a: change_pct ≤ -4%)
2026-06-04
deterioration
high
Day: -13.66%, RVOL: 2.82, 52w-pos: 0.82. Conditions: (a) sharp drop, (b) volume spike with negative return, (d) 13.66% drop from prior snapshot