global_stock_valuation
Valuation and fundamentals watch: STX near $886.90 — FY2026 Q3 ending 2026-04-03.
Valuation and fundamentals watch: STX near $886.90 — FY2026 Q3 ending 2026-04-03.
Comparable-period growth: revenue +44.1% YoY; net income +120.0% YoY; diluted EPS +108.3% YoY.
Quality check: net margin 24.0% (+830 bp YoY); YTD SEC free-cash-flow proxy $1.99B (+405.6% YoY).
Valuation snapshot: trailing P/E 84.3x; forward P/E 31.1x; EV/EBITDA 52.1x; P/S 18.2x.
Latest reported EPS beat consensus by 16.8%.
Read-through: EPS growth outpaced revenue growth, showing positive operating leverage; top-line growth was accompanied by margin expansion; cash generation improved faster than reported EPS; forward P/E is materially below trailing P/E, implying higher expected earnings. This is a data observation, not a recommendation.
#Stocks #Earnings #Fundamentals #STX
Comparable-period growth: revenue +44.1% YoY; net income +120.0% YoY; diluted EPS +108.3% YoY.
Quality check: net margin 24.0% (+830 bp YoY); YTD SEC free-cash-flow proxy $1.99B (+405.6% YoY).
Valuation snapshot: trailing P/E 84.3x; forward P/E 31.1x; EV/EBITDA 52.1x; P/S 18.2x.
Latest reported EPS beat consensus by 16.8%.
Read-through: EPS growth outpaced revenue growth, showing positive operating leverage; top-line growth was accompanied by margin expansion; cash generation improved faster than reported EPS; forward P/E is materially below trailing P/E, implying higher expected earnings. This is a data observation, not a recommendation.
#Stocks #Earnings #Fundamentals #STX