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/EBITDA11.3x
83%ile
P/E38.9x
100%ile
P/S1.0x
100%ile
FY
EV/EBITDA
P/E
P/S
Revenue
EPS
2025
11.32x
38.93x
1.01x
$30.7B
$4.09
2024
8.17x
17.55x
0.66x
$28.1B
$5.14
2023
12.70x
neg
0.41x
$28.8B
$-1.12
2022
5.49x
6.15x
0.24x
$31.5B
$5.17
2021
4.45x
4.82x
0.39x
$27.0B
$8.93
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
2026-05-06
$1.48
$1.77
-16.4%
+22.1%
n/a
2026-02-24
$1.03
$0.97
+6.0%
+16.3%
-14.0%
2025-11-06
$2.75
$2.14
+28.5%
+2.3%
-3.7%
2025-08-06
$1.68
$1.74
-3.4%
+4.5%
-5.6%
2025-05-12
$2.62
$1.75
+49.7%
+8.4%
-16.1%
2025-02-26
$1.52
$1.04
+46.2%
-12.7%
+2.5%
2024-11-08
$1.85
$1.95
-5.1%
-23.0%
-4.1%
2024-08-08
$1.48
$1.55
-4.5%
-20.1%
-3.3%
2024-05-07
$0.80
$0.66
+20.7%
-2.0%
-4.7%
2024-02-28
$1.14
$0.94
+21.3%
+5.1%
+17.4%
2023-11-02
$1.41
$4.04
-65.1%
-27.4%
+1.0%
2023-08-08
$1.25
$2.47
-49.4%
-17.8%
+4.2%
2023-05-04
$0.86
$0.90
-4.4%
+117.2%
-13.1%
2023-02-16
$1.64
$1.43
+14.7%
+154.1%
-3.0%
2022-11-07
$0.29
$1.43
-79.7%
+7.8%
-33.8%
2022-08-04
$0.33
$0.31
+6.5%
+9.0%
+17.4%
2022-05-06
$7.17
$0.55
+1203.6%
+76.1%
+4.1%
2022-02-24
$-0.97
$-1.34
+27.6%
+102.0%
-4.5%
2021-11-04
$6.60
$2.25
+193.3%
+49.9%
+3.2%
2021-08-05
$1.20
$2.41
-50.2%
+0.0%
+1.9%
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
$202.56
+58.8% from current
Median PT
$209.00
High PT
$226.00
Low PT
$165.00
Current
$127.56
Price targets from FMP consensus. Not a recommendation.
⚠ Deterioration Alerts
Date
Type
Severity
Detail
2026-07-28
price_drop
high
Conditions 1 & 3: -6.55% drop + [near-52w-low — position signal, may fire on an up day]
2026-07-16
deterioration
medium
condition: [near-52w-low — position signal, may fire on an up day]