Value Equity Research
Duke Energy Corporation (DUK): Regulated infrastructure scale with improving cash generation profile
Eversource Energy (ES): Heavy infrastructure reinvestment with cash conversion pressure
Eversource Energy (ES): Capital-intensive grid investment with modest earnings recovery
Wynn Resorts, Limited (WYNN): High-end resort scale with improving cash conversion
Arch Capital Group Ltd. (ACGL): Cash generation outpaces earnings amid lean capital structure
Crown Castle Inc. (CCI): Tower platform facing margin compression and leverage strain
McKesson Corporation (MCK): Rising cash generation with improving return profile
Simon Property Group, Inc. (SPG): High cash generation supporting redevelopment and capital returns
Simon Property Group, Inc. (SPG): High cash generation supporting redevelopment-focused investment posture
Freeport-McMoRan Inc. (FCX): Rising cash generation with improving capital productivity profile
Visa Inc. (V): Scale payments platform with high cash conversion
Visa Inc. (V): FY2025 FY analysis of earnings as of 2025-09-