Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or F5 Networks (FFIV) . 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 is a proven strategy that targets companies with p ...

Investors with an interest in Building Products - Heavy Construction stocks have likely encountered both Great Lakes Dredge & Dock (GLDD) and Dycom Industries (DY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.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 ...

Core Viewpoint - Grupo Financiero Banorte SAB de CV (GBOOY) is currently viewed as a better value opportunity compared to Brookfield Asset Management (BAM) based on various financial metrics and rankings [1]. Group 1: Company Rankings - GBOOY has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while BAM has a Zacks Rank of 3 (Hold) [3]. - The Zacks Rank system emphasizes companies with positive estimate revision trends, which supports GBOOY's improving earnings outlook [3]. Group 2: Valuation Metrics - GBOOY has a forward P/E ratio of 8.11, significantly lower than BAM's forward P/E of 32.65, suggesting GBOOY is undervalued [5]. - The PEG ratio for GBOOY is 0.95, while BAM's PEG ratio is 1.96, indicating GBOOY's expected earnings growth is more favorable relative to its price [5]. - GBOOY's P/B ratio is 1.84, compared to BAM's P/B of 9.86, further highlighting GBOOY's superior valuation [6]. Group 3: Value Grades - GBOOY holds a Value grade of A, while BAM has a Value grade of F, indicating a significant difference in perceived value between the two stocks [6]. - The combination of solid earnings outlook and favorable valuation metrics positions GBOOY as the superior value option at this time [6].

Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Flex (FLEX) and Garmin (GRMN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends ...

Investors looking for stocks in the Medical - Biomedical and Genetics sector might want to consider either Kamada (KMDA) or Acadia Pharmaceuticals (ACAD) . 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 emphasi ...

Investors looking for stocks in the Medical - Instruments sector might want to consider either Fresenius (FMS) or RxSight, Inc. (RXST). 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 strategy that targets companies wi ...

Micron Technology, Inc. (NASDAQ: MU ), the large-cap IDM [Integrated device manufacturer], noted for its range of high-performance memory and storage solutions, has been on a tear during the first half of 2025. On a YTD basis, when its counterparts from theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not ...

Core Insights - RPM International Inc. enhances its Rust-Oleum business by acquiring Ready Seal Inc., a Texas-based manufacturer of premium exterior wood stains, which is expected to diversify and strengthen its product portfolio [1][7] - The acquisition will accelerate sales growth for Ready Seal's products, leveraging Rust-Oleum's sales force and distribution channels [2][7] - RPM's focus on product enhancement and strategic buyouts indicates a commitment to long-term growth, despite recent stock performance challenges [3][7] RPM's Strategic Initiatives - RPM has launched several new products, including a low odor, water-based aerosol paint suitable for both indoor and outdoor use [4] - The company signed an agreement to acquire the UK-based Star Brands Group, known for The Pink Stuff, which will enhance Rust-Oleum's cleaners business and expand its global market reach [5] Stock Performance - RPM's stock has decreased by 7.3% over the past three months, contrasting with a 2.4% decline in the Zacks Chemical - Specialty industry [6] Financial Outlook - Despite concerns over increased costs and foreign currency issues, RPM's execution of MAP 2025 initiatives and strategic growth plans provide sustainable revenue visibility and profitability trends [9]

Core Insights - Sezzle's (SEZL) merchant acquisition strategy has shifted from a volume-based approach to prioritizing enterprise-level merchants, focusing on quality over quantity [1][9] - The targeted strategy of acquiring large-scale merchants and entering new categories for Buy Now Pay Later (BNPL) adoption, such as grocery bills, has proven to be more effective, leading to higher-value relationships that enhance Sezzle's gross merchandise volume (GMV) [2][9] - In Q1 2025, Sezzle signed partnerships with SCHEELS and WAP.com, contributing to a 64.1% year-over-year increase in GMV and a 123.3% rise in top-line revenue [3][9] Merchant Acquisition Strategy - Sezzle's refined strategy emphasizes enterprise-level merchants, which has been supported by a five-year partnership with WebBank, enhancing merchant acquisition through streamlined and attractive terms [4][9] - The collaboration with WebBank allows Sezzle to operate under a unified regulatory framework, reducing the regulatory burden for merchants and boosting confidence in the company's payment solutions [5][6] Financial Performance - Sezzle's stock has surged by 923.7% over the past year, outperforming competitors like Green Dot (GDOT) and FirstCash (FCFS), as well as the industry average of 26.7% [7][9] - The company currently trades at a forward price-to-earnings ratio of 38.69, significantly higher than Green Dot's 7.5 and FirstCash's 15.2, indicating a premium valuation compared to its peers [11] Earnings Estimates - The Zacks Consensus Estimate for Sezzle's earnings for 2025 has increased by 47.5% over the past 60 days, reflecting positive market sentiment [13]

Core Insights - Micron Technology's DRAM revenues increased by 47.3% year over year in Q2 fiscal 2025, reaching $6.12 billion, driven by demand in AI data centers, automotive, and mobile markets [2][11] - The DRAM segment, which constitutes 76% of Micron's total revenue, is experiencing significant growth due to rising average selling prices and strong demand for high-bandwidth memory (HBM) chips [2][4] - Micron is focusing on capacity expansion with a new DRAM fabrication facility in Boise, ID, supported by $6.1 billion from the CHIPS and Science Act, indicating sustained momentum in DRAM solutions [5][11] Financial Performance - Micron anticipates Q3 fiscal 2025 revenues of $8.80 billion, reflecting a year-over-year growth of 29.33% [6] - The Zacks Consensus Estimate for fiscal 2025 earnings suggests a remarkable year-over-year growth of 433%, while the 2026 estimate indicates a growth of 55.87% [13] Competitive Landscape - Micron operates in a highly consolidated global DRAM market, facing competition from major players like Samsung, SK Hynix, and Taiwan Semiconductor Manufacturing Company (TSMC) [7] - In the broader market, competitors such as Western Digital and Seagate also pose challenges, particularly in NAND and SSD segments [9] Valuation Metrics - Micron's forward price-to-sales ratio stands at 3.06X, which is lower than the industry average of 3.69X, suggesting potential undervaluation [12]