Executive Summary: Ulta Beauty Inc. is a leading beauty retailer in the United States, offering a wide range of cosmetics, fragrances, skincare, and haircare products. With both physical stores and an online platform, they provide customers with a convenient shopping experience. Their stores feature in-house beauty salons, offering various services to complement their product offerings….
DraftKings is a U.S.-based digital sports entertainment and gaming company founded in 2012 that operates online sports betting, iGaming (online casino), daily fantasy sports, and media platforms. Headquartered in Boston, Massachusetts, the company has grown into one of the two dominant pure-play U.S. sportsbook operators alongside FanDuel. In 2024, DraftKings generated approximately $4.8 billion in…
đź“Ś Company Overview Rubrik, Inc. is a cyber resilience software company focusing on data backup, recovery, and ransomware protection for hybrid and multi‑cloud environments. Its platform integrates cloud, SaaS, and on‑prem systems to safeguard enterprise data across environments. Rubrik has quickly scaled since its 2014 founding, and went public in September 2023. With a Subscription…
Company Overview: Software Backbone for Insurance Modernization Guidewire Software (NYSE: GWRE) is a leading provider of cloud-based software platforms for property and casualty (P&C) insurance companies. Its platform combines core operations (policy, billing, claims), analytics, and digital engagement across the insurance lifecycle. Headquartered in San Mateo, California, Guidewire serves over 540 insurers in 40 countries….
Executive Summary: Axcelis Technologies is a major player in the global semiconductor industry. They design, manufacture and service equipment critical for chip production, specifically ion implantation systems and curing systems. It was founded in 1995 and is headquartered in Massachusetts, USA. Analysts have a consensus EPS forecast of $1.26, which would be lower than the…
Executive Summary: Guidewire Software Inc. is a leading provider of cloud-based software solutions specifically designed for the property and casualty (P&C) insurance industry. They offer a comprehensive platform that covers the entire insurance lifecycle, from policy management and billing to claims handling. Their solutions empower insurers to improve operational efficiency, enhance customer engagement, and drive…
Executive Summary: Dollar Tree Inc. is a leading operator of discount variety stores in North America. The company operates under the iconic brands of Dollar Tree and Family Dollar, offering a wide range of products at affordable prices. Known for its “thrill-of-the-hunt” shopping experience, Dollar Tree provides a diverse assortment of goods, including seasonal items,…
Mobileye Global Inc. is an Israel-headquartered company (though U.S.-domiciled) focused on advanced driver assistance systems (ADAS) and autonomous driving technologies using computer vision, AI, sensors and mapping. It was founded in 1999 and is based in Jerusalem. The company’s 2024 revenues (exact figure not publicly isolated) are understood to be in the low-billion-dollar range; a…
Executive Summary: RPM International Inc. is a multinational company specializing in specialty coatings, sealants, and building materials. With a diverse portfolio of brands, RPM offers products for both professional and consumer use. The company operates in various industries, including construction, manufacturing, and automotive. RPM International Inc. delivered a record net income of $588.4 million and…
Executive Summary: Quanta Services Inc. is a leading provider of specialized contracting services to the electric power industry in North America. The company specializes in transmission, distribution, and infrastructure services, including building, upgrading, and maintaining power delivery networks. Quanta Services is known for its extensive network of operating companies, which allows it to provide a…
