TPG Inc. (TPG) is downgraded to Buy from Strong Buy after a 42% total return since May 2025, due in part to reduced relative ...

(MoneyWatch) Sector or asset class rotation is a strategy many active managers employ in an effort to enhance performance. As a strategy, it certainly has appeal -- assuming you can identify the ...

Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...

After a sharp fall in equity prices and continued share buybacks, the market cap of Google has fallen by 41% from its 2021 peak. On a trailing P/E basis, Google now trades at a 28% discount to the ...

Valuation determines the current or future worth of businesses, blending science and art. Investors use intrinsic and relative valuation methods to gauge investment value. Warren Buffett's profitable ...

Charting the outlook for value vs growth stocks + wider stock market implications. Value vs Growth Stocks: new lows, further extremes. (p.s. skip to the end if you just want the bullet point summary + ...