Earnings guidance (management’s forward looking statements about what it expects the company will do in future) plays a vital role in investment decision-making process. Many investors look keenly to the guidance on the perception that management knows its business better than anyone else and has more information on which to base its expectations.
Ubika Research has shortlisted 11 companies across sectors which have provided strong earnings guidance for 2014. The shortlisted companies estimate a significant growth in their revenues, EBITDA and EPS during 2014 compared to the reported results of 2013. We note that during the past three months, these stocks have accumulated gains with average daily trading volumes in excess of 100,000 shares.
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
Average Volume |
Price Change |
Sales Guidance (MM)(2014) |
Guidance Growth* |
EBITDA Guidance (MM)(2014) |
Guidance Growth* |
EPS Guidance (2014) |
Guidance Growth |
|
Bright Horizons Family Solutions Inc |
NYSE |
BFAM |
2,586.4 |
39.40 |
216,672 |
2.8% |
1,358.9 |
11.5% |
181.8 |
243.0% |
1.45 |
622.5% |
|
Constant Contact Inc |
NASDAQ |
CTCT |
880.2 |
28.04 |
536,527 |
3.9% |
330.0 |
15.6% |
30.5 |
60.0% |
1.02 |
343.5% |
|
Convergys Corp |
NYSE |
CVG |
2,293.3 |
22.60 |
518,982 |
14.1% |
2,900.0 |
41.7% |
235.1 |
355.0% |
1.48 |
150.0% |
|
Nutrisystem Inc |
NASDAQ |
NTRI |
481.6 |
16.73 |
735,433 |
10.8% |
395.0 |
10.3% |
19.9 |
42.0% |
0.56 |
115.4% |
|
Solera Holdings Inc |
NYSE |
SLH |
4,611.0 |
67.02 |
248,623 |
1.4% |
984.0 |
17.4% |
342.8 |
415.0% |
2.87 |
112.2% |
|
Tempur Sealy International Inc |
NYSE |
TPX |
3,868.3 |
54.87 |
875,678 |
14.0% |
2,850.0 |
15.7% |
317.2 |
425.0% |
2.73 |
109.6% |
|
Douglas Dynamics Inc |
NYSE |
PLOW |
393.8 |
17.68 |
149,144 |
12.9% |
237.5 |
22.2% |
36.8 |
57.5% |
0.98 |
87.5% |
|
Molina Healthcare Inc |
NYSE |
MOH |
1,920.0 |
41.50 |
587,388 |
14.8% |
9,900.0 |
50.3% |
230.4 |
385.0% |
1.90 |
63.8% |
|
Helix Energy Solutions Group Inc |
NYSE |
HLX |
2,531.9 |
23.99 |
906,708 |
7.7% |
1,040.0 |
18.6% |
277.0 |
350.0% |
1.65 |
58.7% |
|
On Assignment Inc |
NYSE |
ASGN |
1,975.9 |
36.37 |
390,659 |
18.1% |
1,890.0 |
15.8% |
153.9 |
206.0% |
2.09 |
32.0% |
|
ICF International Inc |
NASDAQ |
ICFI |
727.9 |
36.50 |
129,480 |
8.3% |
1,045.0 |
10.1% |
85.4 |
100.0% |
2.32 |
16.6% |
Source: Bloomberg
*Guidance Growth: Company’s Guidance over reported figures of 2013
Company Description:
Bright Horizons Family Solutions Inc (NYSE: BFAM)
Bright Horizons Family Solutions Inc. provides child care and early education services as well as other services designed to help employers and families better address the challenges of work and life. The company provides services primarily under multi-year contracts with employers who offer child care and other dependent care solutions as part of their employee benefits packages.
Constant Contact Inc (NASDAQ: CTCT)
Constant Contact, Inc. provides web-based e-mail marketing tools and services to businesses, associations, and organizations to help them connect with their customers and members.
Convergys Corp (NYSE: CVG)
Convergys Corporation is a global company specializing in relationship management. The company focuses on customer management providing business and operational support systems via agent assisted services, automated self-service, technology solutions and information management.
Nutrisystem Inc (NASDAQ: NTRI)
Nutrisystem, Inc. operates an online weight loss community. The company’s Web site provides members with a weight management program that incorporates personal online counseling, individual diet and exercise plans, as well as other information. Nutrisystem also markets the Nutrisystem Sweet Success brand of diet meal replacement products through retail outlets.
Solera Holdings Inc (NYSE: SLH)
Solera Holdings Inc. operates as a holding company. The company, through its subsidiaries, provides software and services to the automobile insurance claims processing industry, collision repair facilities, independent assessors, and automotive recyclers.
Tempur Sealy International Inc (NYSE: TPX)
Tempur Sealy International Inc., through its primary subsidiary manufactures and markets foam mattresses, pillows, and miscellaneous products under its own and other brand names.
Douglas Dynamics Inc (NYSE: PLOW)
Douglas Dynamics, Inc. designs and manufactures snow and ice control equipment. The company produces snow plows and sand and salt spreaders.
Molina Healthcare Inc (NYSE: MOH)
Molina Healthcare Inc. is a managed care organization. The company arranges for the delivery of health care services to persons eligible for Medicaid and other programs for low-income families and individuals. Molina Healthcare has health plans in California, Washington, Utah, and Michigan, as well as primary care clinics located in Northern and Southern California.
Helix Energy Solutions Group Inc (NYSE: HLX)
Helix Energy Solutions Group Inc. is a marine contractor and operator of offshore oil and gas properties and production facilities. The company seeks to align the interests of the producer and contractor by investing in mature offshore oil and gas properties, hub production facilities, and undeveloped reserve plays.
On Assignment Inc (NYSE: ASGN)
On Assignment, Inc. places professional employees on both long- and short-term assignments through its Lab Support, Healthcare Financial Staffing, and EnviroStaff divisions. The company provides temporary scientific, environmental, and medical billing and collections professionals to a range of industries through a network of branch offices.
ICF International Inc (NASDAQ: ICFI)
ICF International, Inc. provides management, technology, policy consulting, and implementation services primarily to the U.S. federal government, as well as to other government, commercial and international clients.
