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![andrewcoye Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::225993181.png) Andrew Coye [@andrewcoye](/creator/twitter/andrewcoye) on x 2179 followers
Created: 2025-07-16 18:04:58 UTC

What if I told you there’s an S&P XXX company with stats like this:
📈 5-year CAGR: Revenue +19%, EPS +32%
💰 Gross margins: 55–58%
🚫 No debt, >10% of mkt cap in cash
🔁 Capital allocation = only buybacks, >30% ROE, no M&A in X years
🔍 Trading at 15x P/E (~13x ex-cash)

Q2 guide:
+9% revenue 📊
-XX% EPS 📉
Why? Tariff exposure.
Street sees -X% EPS in ’26, then +11% rebound in ’27.

If this setup landed in your lap — what would you want to know before buying?

And if you’re already sold…
💼 How much of your portfolio would you allocate?

(No spoilers — ticker in my post history.)

⚡Curious to see who’s asking the right questions.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945545208315428891/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[debt](/topic/debt)
[eps](/topic/eps)
[rating agency](/topic/rating-agency)
[told](/topic/told)
[$spy](/topic/$spy)

[Post Link](https://x.com/andrewcoye/status/1945545208315428891)