Been digging through stocks that are down heavily on the 1Y chart despite improving fundamentals and these 2 caught my attention lately: DT and NRDS.
A few things that stood out to me:
* improving revenue growth
* improving profitability/margins
* positive EPS trends
* healthy balance sheets
* both still down around 30% on the 1Y
DT seems like the market is worried about slowing ARR growth/SaaS multiple compression.
NRDS seems like the market is worried about future growth slowing and dependence on search/ad traffic.
I’m curious if anyone here is invested in either of these or knows more information/the bear case that may explain why the market still dislikes them.
Hidden gems or value traps?
Found using [Whyspyr.com](http://Whyspyr.com)