Coverage stock updates
Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:
Recent comment updates
| Date | Company | Event |
|---|---|---|
| 10/03/2026 | Volkswagen | Q4 FY25 update: Managed decline for as long as the net-zero numpties remain in control |
| 05/03/2026 | ITV | FY25 update: Managed decline |
| 05/03/2026 | John Wiley & Sons, Inc. Common | Q3 FY26 update: AI disintermediation risk? |
| 05/03/2026 | Rentokil Initial | Q4 & FY25 update: Good enough to highlight the modest growth rating |
| 05/03/2026 | Rentokil Initial (ADS) | Q4 & FY25 update: Good enough to highlight the modest growth rating |
| 04/03/2026 | Bayer | Q4 FY25 update: Mixed messages from Trump administration on glyphosate continues to overshadow the valuation |
| 03/03/2026 | Reach | FY25 update: Managed decline |
| 02/03/2026 | BUNZL PLC | FY25 update: Cheap, but re-iterated underwhelming guidance for FY26 does little to help! |
| 27/02/2026 | BASF | Q4 FY25 update: Heavy industries chemicals leader, but in a hostile political domestic environment |
| 27/02/2026 | Rightmove | FY25 update: The concerns are less about the company, than the UK residential markets it operates in |
| 27/02/2026 | Pearson Plc | FY25 update: AI threat looms while HiEd funding remains in crisis - a challenging environment for educational publishers |
| 27/02/2026 | Flutter Entertainment PLC | Q4 FY25 update: navigating that symbiotic relationship with a parasitic state |
| 27/02/2026 | bioMerieux SA | Q4 & FY25 update: Not without its appeal, albeit on the basis of restoring the organic sales growth to >+5% |
| 26/02/2026 | WPP | FY25 update: After the inevitable 'kitchen sink' job by the new CEO, has anything really changed? |
| 26/02/2026 | Royal Unibrew | Q4 FY25 update: Transformation into a 'fizzy-pop' business probably sensible with Gen-Z |
| 25/02/2026 | NVIDIA Corporation | Q4 FY26 update: Brushing off the China sales restrictions - Supplying the weapons for the next AI war |
| 25/02/2026 | Diageo | Q1 FY26 IMS (sales) update: US tequila hangover and soft China demand, but of greater concern for growth is that Gen Z aren't 'drinkers' |
| 25/02/2026 | TJX Companies Inc | Q4 FY26 update: Another solid beat against both guidance and a softening retail environment - but with rating to suit |
| 25/02/2026 | Wolters Kluwer | FY25 results update: Investors finally start to anticipate political changes and now the emerging challenge of AI |
| 20/02/2026 | Danone | FY25 update: Using milk from Bovaer cows hardly seems the healthy option! |
| 20/02/2026 | Air France | Q4 FY25 update: Short term cost relief, but markets clearly still not buying the 8% margin target for FY28 yet! |
| 19/02/2026 | Renault | Q4 & FY25 update: Fading trading momentum into FY26 after the H2 pick-up |
| 19/02/2026 | AngloGold Ashanti Ltd | Pick your gold price! Our reserves based NPV is approx $97 ps at $5k/oz, with +/- $25 ps per $1k/oz |
| 19/02/2026 | Lagardere SCA | Q4 (sales) & FY25 update: Still a low growth proposition, despite the corporate re-packaging |
| 19/02/2026 | Nestle | FY25 update: A not unattractive rating, on easing feedstock cost inflation and stable volumes, notwithstanding price increases |
| 18/02/2026 | Verisk Analytics, Inc. | Q4 FY25 update: A relative AI defensive and interestingly priced after recent correction |
| 18/02/2026 | Omnicom Group Inc | Q4 FY25 update: improved merger synergies, but in an increasingly structurally challenged industry |
| 18/02/2026 | Celanese Corp | Q4 FY25 update: Still looks pretty grim, with limited evidence yet to support any recovery hopes |
| 18/02/2026 | Ebay Inc | Q4 FY25 update: Further signs of life - finally! |
| 18/02/2026 | InterContinental Hotels Group PLC | FY25 update: Still the better end of a weak sector |
| 15/02/2026 | Unilever NV | Q4 & FY25 update: Recovering APAC sales into H2, albeit with group guidance for FY26 remaining cautious |
| 12/02/2026 | Mercedes-Benz Group AG | Q4 FY25 prelims update: Potential, but still blighted by net zero and the hostile political agenda in Europe to private car ownership |
| 12/02/2026 | L'Oreal SA | FY25 update: Are investors running too strongly with the recovery narrative? |
| 12/02/2026 | RELX PLC | FY25 update: Knowledge broker ahead of AI commoditising information |
| 12/02/2026 | NIBE Industrier AB | Q4 FY25 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - or so they would hope! |
| 12/02/2026 | BIO-RAD LABORATORIES INC | Q4 FY25 update: No better than expected, while FY26 guidance offers thin gruel for recovery expectations |
| 11/02/2026 | Copa Holdings SA | Q4 FY25 update: Undemanding as capacity expands into improving regional prospects |
| 11/02/2026 | Kraft Heinz Co | Q4 FY25 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 11/02/2026 | CISCO Systems Inc | Q2 FY26 update: Supplying the shovels, rather than mining AI itself |
| 10/02/2026 | Marriott International Inc | Q4 FY25 update: Upbeat RevPar guidance for FY26 at odds with the deteriorating trajectory out of Q4 |
| 10/02/2026 | DuPont de Nemours Inc | Q4 FY25 update: For all the portfolio changes, we're left with a +LSD organic sales trajectory and an indeterminant FCF conversion! |
| 10/02/2026 | The Coca-Cola Co | Q4 FY24 update: As always, looks better on CER than actual FX and FCF! |
| 10/02/2026 | S&P Global Inc | Q4 FY25 update: riding the seemingly endless US bond issuance boom |
| 10/02/2026 | BP | Q4 FY25 update: Drab immediate outlook |
| 10/02/2026 | Japan Elevator Service Holdings Co Ltd | Q3 FY26 update: Better that expected, with Modernisation growth stepping up |
| 05/02/2026 | Barrick Mining Corporation | Q4 FY25 update: A unit cost of $1,400/oz is fine with gold at >$5k/oz, but what if Mgt forecasts for that to drop to $1,500/oz for FY27 & FY28 are correct? |
| 05/02/2026 | Vodafone Group | Q3 FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 05/02/2026 | BT Group | Q3 FY26 update: Approaching CapEx cyclical peak - what then? |
| 05/02/2026 | Amazon.com, Inc. | Q4 FY25 update: Early stage AI investment ramp-up |
| 05/02/2026 | Thomson Reuters Ord Shs | Q4 FY25 update: Markets chase AI rainbow. Supported by current trading momentum and guidance, at least for now! |
| Date | Company | Event |