Investors with an interest in Schools stocks have likely encountered both TAL Education (TAL) and Lincoln Educational Services Corporation (LINC) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings ...

Investors interested in stocks from the Chemical - Diversified sector have probably already heard of Johnson Matthey PLC (JMPLY) and Air Products and Chemicals (APD) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven st ...

Investors with an interest in Manufacturing - General Industrial stocks have likely encountered both Luxfer (LXFR) and Standex International (SXI) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven stra ...

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Strawberry Fields REIT, Inc. (STRW) and Omega Healthcare Investors (OHI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong ...

Investors interested in Medical - Instruments stocks are likely familiar with Teleflex (TFX) and Penumbra (PEN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estima ...

Investors interested in stocks from the Insurance - Property and Casualty sector have probably already heard of CNA Financial (CNA) and Cincinnati Financial (CINF) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zac ...

Key Takeaways COMM Q2 revenues rose in Connectivity, Ruckus and Access Networks on strong cloud and WiFi demand.Order rates climbed 26% sequentially, with backlog reaching $1.431B, up 23% from Q1 2025.Shares jumped 142.5% in a year, with 2025 EPS estimates raised 43.33% to $1.29 in the past 60 days.CommScope Holding Company, Inc. (COMM) is witnessing strong customer growth across multiple segments. The company’s strong emphasis on research and innovation, and portfolio expansion, aligned with evolving marke ...

Core Insights - Cintas Corporation (CTAS) reported first-quarter fiscal 2026 earnings of $1.20 per share, exceeding the Zacks Consensus Estimate of $1.19, with a year-over-year increase of 9.1% [1] - Total revenues reached $2.72 billion, surpassing the consensus estimate of $2.70 billion, and reflecting an 8.7% year-over-year growth driven by higher segmental revenues [1] Segmental Results - The Uniform Rental and Facility Services segment generated revenues of $2.09 billion, accounting for 76.9% of total sales, marking an 8.1% increase year over year [2] - The First Aid and Safety Services segment reported revenues of $334.7 million, representing 12.3% of total sales, with a year-over-year growth of 14.4% [3] - Revenues from All Other businesses totaled $292.4 million, making up 10.8% of total sales, and increased by 6.3% year over year [3] Margin Profile - Cintas' cost of sales rose 8.2% year over year to $1.35 billion, constituting 49.7% of net sales, while gross profit increased 9.1% to $1.37 billion, resulting in a gross margin of 50.3% compared to 50.1% in the previous year [4] - Selling and administrative expenses totaled $748.7 million, reflecting an 8.3% increase from the prior year, representing 27.5% of net sales [5] - Operating income increased by 10.1% year over year to $617.9 million, with an operating margin of 22.7% compared to 22.4% in the year-ago quarter [5] Balance Sheet & Cash Flow - As of the end of the first three months of fiscal 2026, Cintas had cash and cash equivalents of $138.1 million, down from $264 million at the end of fiscal 2025, while long-term debt slightly increased to about $2.43 billion [6] - The company generated net cash of $414.5 million from operating activities, a decrease of 10% year over year, with capital expenditures totaling $102 million, up 9.7% [7] - Free cash flow decreased by 14.9% year over year to $312.5 million, and share repurchases amounted to $266.1 million compared to $614.8 million in the previous year [7] FY26 Guidance - Cintas raised its fiscal 2026 revenue guidance to a range of $11.06-$11.18 billion, up from the previous estimate of $11-$11.15 billion, and EPS guidance was adjusted to $4.74-$4.86 from $4.71-$4.85 [9][10] - The company anticipates net interest expenses of approximately $97 million, compared to $95 million in fiscal 2025, with an expected effective tax rate of 20% [10]

Core Viewpoint - The long-term outlook for uranium remains strong, driven by increasing global nuclear power capacity and strategic initiatives from countries like the U.S. and India to expand their nuclear energy capabilities [2][28]. Group 1: Cameco Corporation (CCJ) - Cameco is one of the world's largest uranium suppliers, with operations in mining and fuel services, and accounted for 16% of global uranium production in 2024 [4][6]. - In the first half of 2025, Cameco's total revenues increased by 35% year over year to CAD 1,666 million ($1,184 million), with uranium revenues up 27% to CAD 1,324 million ($941 million) [6][9]. - The company expects its share of adjusted EBITDA from Westinghouse to be between $525-$580 million for 2025, reflecting growth from its involvement in nuclear reactor construction projects [11]. - Cameco's share of production expectation from the McArthur River mine has been revised to 9.8-10.5 million pounds due to development delays, while the expected share from the Cigar Lake mine remains at 9.8 million pounds [8][12]. - The company has signed a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovakia's largest electricity producer, marking its entry into the Slovak market [13]. - Cameco's stock has appreciated by 69% in 2025, reflecting the sharp price rebound in uranium [23]. Group 2: Ur-Energy (URG) - Ur-Energy operates the Lost Creek project in Wyoming, which has produced 3 million pounds of uranium since 2013, and is advancing construction at the Shirley Basin [14][16]. - In the first half of 2025, Ur-Energy's revenues jumped 124% to $10.4 million, but the company reported a net loss of seven cents per share [16][20]. - The company has eight multi-year sales agreements with major nuclear and utility companies, with annual delivery amounts ranging from 440,000 to 1,300,000 pounds of uranium from 2025 through 2033 [18]. - Ur-Energy's total sales in 2025 are projected at 440,000 pounds of uranium, leading to revenues of $27.1 million [17]. - Ur-Energy's stock has risen by 46% in 2025, but its revenues are expected to decline by 7.5% year over year in fiscal 2025 [20][23]. Group 3: Comparative Analysis - The Zacks Consensus Estimate for Cameco's 2025 revenues implies year-over-year growth of 11.3%, while Ur-Energy's estimate indicates a decline of 7.5% [19][20]. - Cameco's forward price-to-sales multiple is 15.00X, significantly above its five-year median of 6.74X, while Ur-Energy's is at 5.72X, below its median of 7.70X [26]. - Both companies are positioned to benefit from a bullish long-term uranium outlook, but Cameco offers stronger earnings visibility and stability due to its diversified operations and fixed-price contracts [28][29].

Key Takeaways MKTX unveiled Axess IQ Connect to aid private banks and wealth managers in bond trading.The tool offers live market data, AI-driven pricing, and optional order management features.MKTX saw 5% revenue growth and 13% credit trading volume rise in the first half of 2025.MarketAxess Holdings Inc. (MKTX) has launched Axess IQ Connect, a new mobile-friendly solution designed especially for private banks and wealth managers. This lightweight web-based application is designed to keep client advisors i ...