Sean Dunlop, CFA

More From Sean Dunlop

Jefferies Financial: Trimming Our Fair Value Estimate Due to First Brands Exposure

We now think Jefferies stock looks overvalued.

Sean Dunlop, CFA Oct 8, 2025

Financial Services: Stocks Continue to Outperform on Regulatory Support, Recovering Deal Activity

Charles Schwab and LPL are some of our top picks in this sector.

Sean Dunlop, CFA Oct 8, 2025

After Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?

With it’s increase in organic net new assets, here’s what we think of Schwab stock.

Sean Dunlop, CFA Jul 25, 2025

Charles Schwab Earnings: Firing on All Cylinders Amid Heavy Trading

We’ve raised our fair value estimate of Schwab stock.

Sean Dunlop, CFA Jul 18, 2025

Goldman Sachs Earnings: Strong Quarterly Results, but Shares Priced for Perfection

We plan to slightly lower our fair value estimate for Goldman stock.

Sean Dunlop, CFA Jul 16, 2025

Morgan Stanley Earnings: Strong Results in Wealth and Equities Offset Softer Investment Banking

The firm’s core wealth business, the key driver of our wide moat rating, continues to fire on all cylinders.

Sean Dunlop, CFA Jul 16, 2025

Morgan Stanley: Raising Our Fair Value Estimate and Upgrading Economic Moat After Fresh Look

We have also raised our Uncertainty Rating for the stock.

Sean Dunlop, CFA Jul 15, 2025

Going into Earnings, Is Schwab Stock a Buy, a Sell, or Fairly Valued?

Watching cash sweep trends and net interest margin guidance in Schwab’s second-quarter earnings.

Sean Dunlop, CFA Jul 14, 2025

Financial Services: Robust Expectations Limit Investor Upside

In this sector, we recommend T. Rowe Price, U.S. Bancorp, and Ally.

Sean Dunlop, CFA Jul 8, 2025

US Banks: Stress Test Results Look Favorable, With Goldman and Wells Fargo Performing Particularly Well

The shares of the 22 tested institutions sold slightly higher in after-hours trading.

Sean Dunlop, CFA Jun 30, 2025

Goldman Sachs: Raising Our Fair Value Estimate and Economic Moat Rating After Fresh Look

As we transfer coverage, we’ve also changed the firm’s Uncertainty Rating.

Sean Dunlop, CFA Jun 11, 2025

Schwab Earnings: Diversified Platform Exhibits Strength Despite Macro Weakness

We continue to view Schwab stock as undervalued.

Sean Dunlop, CFA Apr 17, 2025

Schwab: Raising Our Fair Value Estimate on Stronger Asset Growth Assumptions

Schwab’s competitive position grows stronger each year.

Sean Dunlop, CFA Apr 16, 2025

Financial Services: Opportunities in Asset Management and Credit Services

Our favorite stocks in this sector include Ally and Broadridge.

Sean Dunlop, CFA Apr 3, 2025

After Earnings, Is Starbucks Stock a Buy, a Sell, or Fairly Valued?

With slow growth in sales but optimism for the future, here’s what we think of Starbucks stock.

Sean Dunlop, CFA Feb 7, 2025

The RealReal: Investors Should Take Profits After Unexpected 40% Surge

While we expect The RealReal to achieve profitability, it comes at the expense of growth.

Sean Dunlop, CFA Dec 10, 2024

The Surprising Reason This Good Company Is a Bad Investment

This wide-moat company’s stock is nearly 40% overvalued right now.

Sean Dunlop, CFA Nov 7, 2024

Starbucks Earnings: We Expect to Lower Fair Value Estimate on Poor Medium-Term Outlook

It’s become clear that we underestimated the scope of Starbucks’ operational and store estate issues.

Sean Dunlop, CFA Oct 31, 2024

McDonald’s: Outbreak Should Be Quickly Contained; We Expect Modest Comparable Sales Impact

The market’s reaction, which sent shares falling 5%-6%, appears slightly overstated.

Sean Dunlop, CFA Oct 23, 2024

Chewy Earnings: Retailer Turns a Corner on Profitability and Customer Growth

The market appears to have come around to our views on Chewy’s attractive competitive position and margin expansion prospects.

Sean Dunlop, CFA Aug 28, 2024

Starbucks: Luring Brian Niccol Should Stimulate Sagging Coffee Chain

Starbucks stock surges on the news.

Sean Dunlop, CFA Aug 13, 2024

Can Anyone Overtake Nvidia in the AI Race?

Plus, the stocks powering the artificial intelligence explosion, and how AI can speed up the tech evolution in the restaurant industry.

Sarah Hansen Jul 19, 2024

Chewy Earnings: Market Likes Repurchase Program and Profit Improvements

Healthcare business drives revenue beat; Chewy stock undervalued.

Sean Dunlop, CFA May 29, 2024

Starbucks Earnings: Not a Lot to Like About Results as Global Traffic Sputters

We expect to lower our fair value estimate of Starbucks stock by a high-single-digit percentage.

Sean Dunlop, CFA May 1, 2024

After Earnings, Is The RealReal Stock a Buy, a Sell, or Fairly Valued?

With a debt overhang and a big jump in its stock price, here’s what we think of The RealReal.

Sean Dunlop, CFA Mar 8, 2024

AI Can Help Restaurants Innovate. But Will It Deliver Profits?

Plus, why 2024 will likely be a challenging year for the industry, and 3 stock opportunities.

Sean Dunlop, CFA Jan 12, 2024

Undervalued by 45%, This Wide-Moat Stock Is a Buy This Holiday Season

Bargain seekers on a mission for cheap stocks of high-quality companies can stop here.

Sean Dunlop, CFA Nov 29, 2023

After Earnings, Is Etsy Stock a Buy, a Sell, or Fairly Valued?

With consumers spending less, here’s what we think of Etsy’s stock.

Sean Dunlop, CFA Nov 13, 2023

Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

Sean Dunlop, CFA Nov 10, 2023

The RealReal Earnings: Slowing Cash Burn, Narrowing Losses Mark Progress; Shares Expensive