Core Viewpoint - Smiths Group PLC (SMGZY) is currently viewed as a more attractive investment option compared to Amplitude, Inc. (AMPL) for value investors due to its stronger Zacks Rank and better valuation metrics [3][7]. Valuation Metrics - SMGZY has a forward P/E ratio of 17.54, significantly lower than AMPL's forward P/E of 153.26, indicating that SMGZY is undervalued relative to its earnings potential [5]. - The PEG ratio for SMGZY is 1.68, while AMPL's PEG ratio is 3.96, suggesting that SMGZY offers better value when considering expected earnings growth [5]. - SMGZY's P/B ratio stands at 3.20, compared to AMPL's P/B of 5.12, further highlighting SMGZY's relative undervaluation [6]. Zacks Rank and Style Scores - SMGZY holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while AMPL has a Zacks Rank of 3 (Hold) [3]. - In the Value category, SMGZY has earned a Value grade of B, whereas AMPL has received a Value grade of D, reinforcing the perception that SMGZY is the better investment choice [6][7].

Core Insights - Investors in the Technology Services sector may consider Smiths Group PLC (SMGZY) and Cellebrite DI Ltd. (CLBT) as potential undervalued stocks [1] - Both companies currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook [3] - Value investors typically assess various traditional metrics to identify undervalued stocks, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - SMGZY has a forward P/E ratio of 17.92, while CLBT has a significantly higher forward P/E of 43.02 [5] - The PEG ratio for SMGZY is 1.72, compared to CLBT's PEG ratio of 2.84, suggesting SMGZY may offer better value relative to its expected earnings growth [5] - SMGZY's P/B ratio stands at 3.16, whereas CLBT's P/B ratio is much higher at 11.34, further indicating SMGZY's relative undervaluation [6] Investment Recommendation - Based on the valuation metrics, SMGZY is considered the superior value option compared to CLBT, despite both having solid earnings outlooks [7]

Investors with an interest in Technology Services stocks have likely encountered both Smiths Group PLC (SMGZY) and Palantir Technologies Inc. (PLTR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision t ...

In Brief U.K.-based engineering giant Smiths Group has confirmed a cybersecurity incident involving “unauthorized access” to its systems.The London-listed company, which operates across multiple sectors including energy, security, aerospace and defense, said Tuesday that it is currently “managing” the incident. The company said it isolated affected systems and activated its business continuity plans, implying a disruptive incident, such as ransomware. The company has not yet disclosed the nature of the inc ...

财联社11月14日讯（编辑 史正丞） 随着特朗普赢下美国大选，代表美国司法部追着特朗普告了两年的 杰克·史密斯特别检察官，眼下正在与时间赛跑：他和他的团队正努力赶在特朗普宣誓就职前完成辞职 流程。 作为背景，特朗普上个月曾公开表示，等他上任后，史密斯会是第一批被处理的事情之一，他会在"两 秒之内解雇他" 。 抓紧结案 随着美国大选的结果出炉，史密斯于上周五致信"试图推翻2020年大选结果案"的法官称，由于被告人将 在2025年1月20日宣誓成为美国总统，请求法院取消所有预审日程中的所有剩余截止日期，以便政府评 估这一前所未有的情况。 信件中，美国司法部表示将在12月2日前，向法院提供进一步的更新。 知情人士表示，史密斯现在的目标，就是在特朗普宣誓就职前完成所有的工作，并和团队一起辞职。 他"不准备给其他人留下任何重要的工作"。事实上，由于司法部无法起诉在任总统，所以从特朗普胜选 的那一刻开始，史密斯手里的两个案子已经失去了继续推进的基础。 除了在法庭上结案以外，史密斯的特别检察官身份，也要求他在结案前提交一份总结调查和决定的报告 ，目前并不清楚这份辞职前的最后报告，需要多少时间才能完成。 多名美国政府官员表示 ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find comp ...

Investors interested in Technology Services stocks are likely familiar with Smiths Group PLC (SMGZY) and Climb Global Solutions (CLMB) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to 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 strategy ...

Core Insights - Investors are evaluating Smiths Group PLC (SMGZY) and Climb Global Solutions (CLMB) for potential value investment opportunities [1] - Both companies currently hold a Zacks Rank of 1 (Strong Buy), indicating positive earnings estimate revisions [3] Valuation Metrics - SMGZY has a forward P/E ratio of 14.53, while CLMB has a forward P/E of 30.35, suggesting SMGZY may be undervalued [5] - The PEG ratio for SMGZY is 1.26, compared to CLMB's PEG ratio of 2.76, indicating SMGZY's expected earnings growth is more favorable [5] - SMGZY's P/B ratio is 2.91, whereas CLMB's P/B ratio is 5.72, further supporting the notion that SMGZY is a better value option [6] Value Grades - Based on the valuation metrics, SMGZY has earned a Value grade of B, while CLMB has a Value grade of C, highlighting SMGZY's superior valuation [6][7]

Financial Data and Key Metrics Changes - Organic revenue growth for FY 2024 was 5.4%, with acquisitions contributing an additional 2%, while foreign exchange (FX) had a negative impact of 4.3%, resulting in reported growth of 3.1% [7][8] - Operating profit increased to GBP 526 million, reflecting a 7.1% organic growth, and operating margin improved by 30 basis points [7][9] - Basic EPS growth was 8.3%, with constant currency EPS growth at 12.9% [7][9] - Operating cash conversion improved by 11 percentage points to 97%, and return on capital employed (ROCE) rose by 70 basis points to 16.4% [7][9] Business Line Data and Key Metrics Changes - **John Crane**: Achieved organic revenue growth of 9.8%, with strong performance in energy and aftermarket sales, particularly in the Middle East and Latin America [11][12] - **Detection**: Delivered organic revenue growth of 11.1%, with a 25% increase in original equipment (OE) sales in Aviation, driven by strong demand for CT airport checkpoint scanners [14][16] - **Flex-Tek**: Experienced a slight organic revenue decline of 0.8%, but improved performance in the second half, with aerospace sales growing nearly 11% [18][19] - **Smith Interconnect**: Organic revenue declined by 6.5%, with a 17.8% drop in organic operating profit and a contraction of 190 basis points in operating margin [21][22] Market Data and Key Metrics Changes - The current checkpoint upgrade globally is estimated to be about 45% complete, indicating continued demand for the next three years [15] - John Crane's order intake growth supports a positive outlook for FY 2025, with a strong order book across various segments [12][13] - Flex-Tek's performance is closely tied to the recovery of the U.S. housing market, which is a key determinant for future growth [18] Company Strategy and Development Direction - The company aims to create value through a focused strategy that includes investing in technology and engineering for competitive differentiation and pursuing growth in attractive markets [2][28] - An acceleration plan is being initiated to enhance operating margins and improve productivity, with an investment of GBP 60 million to GBP 65 million over the next two years [4][44] - The company is committed to maintaining a strong balance sheet to support growth and is focused on maximizing profitable growth in core markets while exploring new growth accretive adjacencies [50][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the medium-term guidance due to strong order books and ongoing demand across various divisions [56][57] - The company anticipates organic growth within the medium-term target range of 4% to 6% for FY 2025, supported by strong demand and good order visibility [25][50] - Continued margin expansion is expected, driven by operational leverage and benefits from the Smiths Excellence System [26][50] Other Important Information - The company announced two strategic acquisitions for Flex-Tek, enhancing its HVAC and industrial heating platforms, with a combined purchase price of GBP 95 million [19][20] - A final dividend of 30.2p is recommended, resulting in a total full-year dividend of 43.75p, reflecting a 5.2% increase [8][24] - The company has committed to net zero for Scope 1 and 2 emissions by 2040 and Scope 3 by 2050, with ongoing efforts to reduce greenhouse gas emissions [48][49] Q&A Session Summary Question: Current trading and orders across divisions - Management noted consistent performance and strong order book growth across divisions, particularly in John Crane and Flex-Tek, despite some challenges in Interconnect and Flex-Tek [56][57] Question: John Crane's performance and outlook - Orders in John Crane were strong, with softness noted in the industrial segment, particularly chemicals, but overall confidence in recovery was expressed [61] Question: Capital allocation and buyback strategy - The company is being disciplined in capital allocation, with a focus on R&D, M&A, and buybacks, but has not yet initiated the second tranche of buybacks due to an active M&A pipeline [60][68]

Investors looking for stocks in the Technology Services sector might want to consider either Smiths Group PLC (SMGZY) or Palantir Technologies Inc. (PLTR) . 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 favors stocks with stron ...