Investment ReturnsHistorical data shows buying the stock at the current multiple has proven to be a highly profitable investment, with significant returns.
Portfolio ManagementThere are multiple sources of upside to estimates, including potential benefits from high-grading the portfolio and further stock improvements.
Stock PerformanceUpgrading shares of goeasy to Outperform from Market Perform indicates increased confidence in the stock's future performance.
ValuationThe stock trades at trough multiples on tariff-scenario earnings, suggesting it has already priced in downside risk from a trade war.