Compare and contrasting two company’s earnings to assess probability of superiority:

$PRLB has been beating estimates by a large margin for the past 3 or 4 quarters, while $AHCO has been missing estimates.

However, $PRLB has not gotten above it’s record earnings, while $AHCO is much newer and therefore, is easily putting out new record earnings.

Both stocks are breaking out of high bases, but we can conclude that analysts have high expectations for $AHCO and relatively lower expectations for $PRLB based on the earnings surprises. So $AHCO is more prone to a sell the news reaction on a run up into earnings, and therefore should be trimmed on a run into earnings, while the odds would favor a gap up on an earnings beat for the next quarter for $PRLB. The estimates for Q4 2020 are at ¢37 right now, which is lower than the previous quarter. So any beat here will signal b an inflection in earnings power.

Both stocks should be on growth watchlists.

$PRLB’s most recent pivot was off its $140 base in late August, while $AHCO broke out from the $20 base in early August 2020.