| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
AAON is a leading HVAC manufacturer with oversold valuation, growing EPS, strong balance sheet (current ratio 3.01, debt/eq 0.48), and secular tailwinds from rising temperatures and data center demand. Stock is expected to recover above $100.
Zoetis is significantly undervalued at $77 given strong revenue growth from $5.8B (2018) to $9.5B (2025), consistent YoY earnings growth, and margins above 25%. The company's diversified revenue streams across pet and livestock markets justify a substantially higher valuation of $240-$400 per share.
End of results.