What changed
$MET — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $19.1B | EPS $2.42 vs $2.27 🟢
💡 Consensus FY EPS of $9.89 implies low single-digit growth, while Q1 beat and buyback pace suggest potential for $11+ EPS. Market expects multiple contraction, but peer and historical comparisons support expansion back to at least 12x.
📉 Reward/risk: 6.8:1
🏢 Business Quality: 8/10 - Leading global life insurer with diversified revenue, strong brand, and disciplined capital management, but earnings sensitive to capital markets.
📊 Valuation: cheap - Fwd P/E 8.7x vs historical median 16.8x and peer band 8.5x-12.4x-21.8x; base target $136.36 implies 12.4x on upward-revised EPS, presenting...
🔮 Catalyst: Q2 2026 earnings report (expected late July/early August 2026)
💰 Entry: $86.13, stop $78.78, target $136.36
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/MET0611