Q: Hi Peter,
FSV is at a multi-year low. Unlike TRI or CSU, which are dumped by investors fearing AI is going to affect their revenue, what are the reasons driving the selloff of FSV? Do you see FSV having strong growth this year and now is an opportunity to add? Or would CSU or TRI be better candidates to add to at current price? Thanks.
FSV is at a multi-year low. Unlike TRI or CSU, which are dumped by investors fearing AI is going to affect their revenue, what are the reasons driving the selloff of FSV? Do you see FSV having strong growth this year and now is an opportunity to add? Or would CSU or TRI be better candidates to add to at current price? Thanks.
5i Research Answer:
We think both CSU and FSV will do fine over time but if choosing between the two, we would side with CSU at this stage with higher growth and a lower valuation.