Piper Sandler analysts are worried about OneMain's credit performance and predict limited earnings growth for American Financial Group due to near peak ROE and stable future underwriting margins. They also highlight AFG's concerning trend of missing earnings expectations in the past four quarters.
The market's lack of enthusiasm for the stock is evident in its low P/E ratio. Despite slower share price growth, the long-term outlook suggests a business worth monitoring.
Even with OneMain Holdings' strong earnings outlook and solid stock performance, the depressed P/E ratio implies market skepticism about potential volatility in future earnings.
$Digital World Acquisition Corp(DWAC.US)$, the SPAC that recently agreed to combine with Donald Trump's Trump Media and Technology Group, soars more than nine-fold to take the top spot among the week's five biggest financial gainers (with market cap over $2B) by a wide margin. By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar —$Athene Holding Ltd(ATH.US)$, +19%, after its parent$アポロ・グローバル・マネジメント(APO.US)$laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day. Apollo Global, as the third biggest gainer, rose almost as much at 18%; Pet health insurer$トゥルーパニオン(TRUP.US)$gains 18%; $チーフ・テクノロジー(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law. Among the stocks falling the most for the week,$アップスタート・ホールディングス(UPST.US)$declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in. Brazilian bank, Banco Santander (Brasil) follows, -11%; $ペイパル(PYPL.US)$dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock; $ワンメイン・ホールディングス(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and Crypto-focused$Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.
ワンメイン・ホールディングスに関するコメント
コラムUS Top Gap Ups and Downs on 7/26: GOOGL, XPEV, SNAP, UNP and More
Gap Ups
1. $ユニオン・パシフィック(UNP.US)$ - up 7.3%
2. $リシア・モーターズ(LAD.US)$ - up 4.6%
3. $アルファベット クラスA(GOOGL.US)$ - up 4.2%
4. $アルファベット クラスC(GOOG.US)$ - up 4.1%
5. $シャオペン(XPEV.US)$ - up 4.0%
6. $ボーイング(BA.US)$ - up 3.2%
7. $RPMインターナショナル(RPM.US)$ - up 3.2%
8. $バンコ・サンタンデール(SAN.US)$ - up 1.9%
9. $テラドック・ヘルス(TDOC.US)$ - up 1.8%...
コラムTop upgrades and downgrades on 7/13: BNTX, SE, UBER, SNOW and more
• $アームストロング・ワールド・インダストリーズ(AWI.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $93
• $バイオエヌテック(BNTX.US)$: SVB Securities Upgrades to Outperform from Market Perform - PT $223
• $CCCインテリジェント・ソリューションズ・ホールディングス(CCCS.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $12 (from $10)
• $パワースクール・ホールディングス(PWSC.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $16 (from $15.50)
• $シフト・グループ(SHYF.US)$ : DA Davi...
Trump SPAC stock tops the week's financial sector gainers by huge margin
By contrast, the second-biggest increase for the week, normally an impressive rise, looks less stellar — $Athene Holding Ltd(ATH.US)$, +19%, after its parent $アポロ・グローバル・マネジメント(APO.US)$ laid out its plan for 18% CAGR for fee-related earnings through 2026 during its investor day.
Apollo Global, as the third biggest gainer, rose almost as much at 18%;
Pet health insurer $トゥルーパニオン(TRUP.US)$ gains 18%;
$チーフ・テクノロジー(QFIN.US)$, +13%, partly recovers from the Chinese fintech slump triggered by Beijing's new data privacy law.
Among the stocks falling the most for the week, $アップスタート・ホールディングス(UPST.US)$ declined the most, down 12%, after the stock received a double-downgrade at BofA Securities on the basis that the stock's near-term upside is already priced in.
Brazilian bank, Banco Santander (Brasil) follows, -11%;
$ペイパル(PYPL.US)$ dropped 10% during the week after reports that it's in talks to buy Pinterest for ~$45B, mostly in stock;
$ワンメイン・ホールディングス(OMF.US)$, -9.1%, reported Q3 earnings beat estimates, but revenue was in-line; and
Crypto-focused $Silvergate Capital(SI.US)$, which reported better-than-expected Q3 earnings, saw its stock slip 8.5% during the week.
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