08 Sep 2021

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Anthony Menard

Number Cruncher Extra – Pfizer, Watsco & PepsiCo

08 Sep 2021

In our last Number Cruncher we discussed how Pfizer (PFE), Watsco (WSO) & PepsiCo (PEP) were good candidates if we wanted to protect ourselves against a market correction. Now, we will look at these stocks with our software Stockpointer.

Here is the screener we used to find these stocks

Let’s start with PFE

The company has a high score of 73 in our system. The SP score is derived from the performance (72) and risk (23) score. The company has a great yield and quality score, but the volatility factor seem to be an issue.

In the last 3 years, the stock price lost approximately 20% of its value 3 to 4 times. We cannot consider the stock to be “low vol”. However, the stock grew by more than 35% since the Feb 14. The beginning of the market crash and it rebounded fairly quickly during the crash. In may 2020, the company was already at its pre-pandemic level.

Let’s continue with WSO

WSO has a solid SP score of 69 fueled by its strong performance (81.3) score and risk  score (34.6). Our system evaluates WSO to be a quality company with a yield/growth/volatility tilt. The company had robust sales and earnings growth this year while having more than decent 5-year metrics.

WSO had NOPAT and EVA growth that were acceptable, but not fantatistic. However, since the pandemic the company is generating important EVA and NOPAT growth is the reason behind the sharp share price increase since the pandemic.

PEP has a solid SP score of 65 fueled by both its (71.4) and risk (36) score. Our system evaluates PEP to be a quality and yield company which is not surprizing.

Based on the Intrinsic value of the company, our system constantly undervalue the value of the company potentially due to its qualitative aspects. Recently, we see the company exceeded it last intrinsic value peak of 2019 and had a solid momentum both in its share price than its intrinsic value.

If you have any questions about the article, feel free to contact Anthony :
Amenard@Inovestor.com

If you would like to sign up for a free trial and learn how Inovestor can benefit you, contact Olivier:
Olamothe@Inovestor.com

 

 

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