{"contract": "sm-investment-case-1", "found": true, "available": true, "as_of": "2026-09-11", "checked_on": "2026-09-17", "listing": {"uuid": "001fa9f9-531e-47ca-8b2a-d88819db0f4e", "symbol": "GEN", "name": "Gen Digital Inc.", "exchange": "NASDAQ", "country": "US", "sector": "Technology", "industry": "Software - Infrastructure"}, "business_type": "Operating company", "price": {"value": 30.26, "currency": "USD", "as_of": "2026-09-11", "basis": "Completed weekly quoted close; before dividends"}, "assessment": {"available": true, "rating": "Hold", "target_price": 38.17, "target_date": "2027-09-15", "price_change_to_target_pct": 26.15, "currency": "USD", "reviewed_on": "2026-09-16", "explanation": "Neither a positive nor a negative classification meets the stated requirements. Review borrowing.", "assumptions": [{"name": "Starting annual sales growth", "value": 15.0, "unit": "percent"}, {"name": "Long-term operating margin", "value": 38.64, "unit": "percent"}]}, "review": {"status": "Published assessment", "last_checked": "2026-09-16T16:54:34.444795+00:00", "next_scheduled": "2026-12-15", "published_at": "2026-09-16T15:39:10.218646+00:00", "environment": "live", "publication_url": "https://sharemaestro.com/investment-case/record/1947/"}, "business_view": {"headline": "Lower valuation, stronger profitability.", "summary": "Year-to-date profit has improved, but the profit margin narrowed.", "case_for": [{"headline": "Year-to-date profit has improved", "explanation": "Across 1 completed quarters since 2026-04-03, net income was 215.0m versus 135.0m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/#ic-quarter-profit"}, {"headline": "More cash remains for each dollar of profit", "explanation": "Cash after capital spending / profit: 1.5\u00d7 for GEN, against 1.3\u00d7 across 10 comparable peers.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/#ic-peer-measures"}], "case_against": [{"headline": "The profit margin narrowed", "explanation": "The latest quarterly operating margin was 33.2%, -2.3 percentage points from a year earlier. Compare the sales and margin contributions below.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/#ic-profit-drivers"}, {"headline": "Working capital is growing faster than sales", "explanation": "Receivables changed +20.8%, against sales of +6.3%, from the same quarter last year. This can tie up cash. Acquisitions, payment timing and seasonality also need checking.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/#ic-quarter-working"}]}, "watch_points": [], "financial_period": "2026-06-30", "next_results": "2026-11-05", "data_notes": ["Financial totals have been checked against their reporting periods. Only matching twelve-month figures are used; unsupported measures remain blank."], "canonical_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/", "pdf_url": "https://sharemaestro.com/investment-case/ticker/001fa9f9-531e-47ca-8b2a-d88819db0f4e/download.pdf", "limitations": ["The published assessment stays fixed between governed reviews. Scenarios edited in the browser do not change it.", "Each financial period and price date is separate. Company coverage varies.", "Targets exclude dividends, fees and tax. A missing target is unavailable, not zero.", "Preview assessments are identified and do not establish a live performance record."], "disclaimer": "Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.", "revision": "21e0376b2c6800e907f8a49057d06bf8be929f21aa18725e87779b5b44c5cf05"}