BUY Daniel Pronk Convicción4/5 Calidad del análisis85/100 ahora
The YouTuber argues that NMIH is undervalued relative to its peers, trading at a P/E of 7.8 despite significantly outperforming them in revenue and earnings growth (18% annually). The company also boasts the lowest operating expenses and expense ratio in its industry, indicating high profit margins and efficient operations. The market for mortgage origination is projected to grow, providing a tailwind for NMIH.
“I think that this stock does look extremely cheap in the market today. I don't know what it's going to take for its multiple to expand going forward but it the underlying fundamentals of this business are performing very well.” — ▶ 13:00