Investors interested in Medical - Products stocks are likely familiar with GE HealthCare Technologies (GEHC) and Stryker (SYK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.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 Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scor ...

A strong stock as of late has been Analog Devices (ADI) . Shares have been marching higher, with the stock up 13.6% over the past month. The stock hit a new 52-week high of $363.2 in the previous session. Analog Devices has gained 33% since the start of the year compared to the 0.2% gain for the Zacks Computer and Technology sector and the 27.8% return for the Zacks Semiconductor - Analog and Mixed industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having ...

Core Insights - Owens Corning reported Q4 revenue of approximately $2.14 billion, missing estimates of $2.17 billion [1][6] - The company achieved net sales from continuing operations of $10.1 billion for the full year of 2025, reflecting a 3% increase year-over-year [2][6] - Owens Corning's financial health is bolstered by an operating cash flow of $1.8 billion and free cash flow of $1 billion [3][6] Financial Performance - The decline in sales across various end markets led to a wider loss in Q4 [2] - The company faced non-cash, pre-tax impairment charges of $1.2 billion related to its doors business in the second half of the year [3] Valuation Metrics - Owens Corning has a price-to-sales ratio of approximately 1.03 and an enterprise value to sales ratio of around 1.09, indicating investors are paying slightly more than the company's sales value [4] - The debt-to-equity ratio stands at about 0.26, suggesting a relatively low level of debt compared to equity [4] - A current ratio of approximately 1.26 indicates good liquidity to cover short-term liabilities [4] Challenges - The company has a negative price-to-earnings ratio of -9.00 and an earnings yield of -11.11%, indicating current losses [5] - The enterprise value to operating cash flow ratio of approximately 6.18 reflects the company's ability to generate cash relative to its enterprise value [5]

A strong stock as of late has been Arrow Electronics (ARW) . Shares have been marching higher, with the stock up 29.6% over the past month. The stock hit a new 52-week high of $162.61 in the previous session. Arrow Electronics has gained 42.4% since the start of the year compared to the -1.2% move for the Zacks Computer and Technology sector and the 29.9% return for the Zacks Electronics - Parts Distribution industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings s ...

Company Performance - PROG Holdings shares have increased by 24.1% over the past month and reached a new 52-week high of $41.14 [1] - The stock has gained 37.1% since the beginning of the year, outperforming the Zacks Finance sector's 0.5% gain and the Zacks Financial - Consumer Loans industry's -13% return [1] Earnings and Valuation - PROG Holdings has consistently beaten the Zacks Consensus Estimate in the last four quarters, reporting an EPS of $0.74 against a consensus estimate of $0.6 in its latest earnings report [2] - The stock trades at 11.6X current fiscal year EPS estimates, which is above the peer industry average of 10.3X, and at 0.9X trailing cash flow compared to the peer group's average of 7.8X, indicating strong value metrics [6] Zacks Rank and Style Scores - PROG Holdings has a Zacks Rank of 2 (Buy) due to rising earnings estimates, making it a favorable choice for investors [7] - The company holds a Value Score of A, along with Growth and Momentum Scores of A, resulting in a combined VGM Score of A [5] Industry Comparison - The Financial - Consumer Loans industry is positioned in the top 24% of all industries, suggesting favorable conditions for both PROG Holdings and its peer EZCORP, Inc. [10] - EZCORP, Inc. has a Zacks Rank of 1 (Strong Buy) and has shown strong earnings performance, beating consensus estimates by 37.50% [9]

Core Viewpoint - CAE is currently viewed as a more attractive investment option compared to AeroVironment based on valuation metrics and earnings outlook [3][7]. Valuation Metrics - CAE has a forward P/E ratio of 34.66, while AeroVironment has a significantly higher forward P/E of 70.42 [5]. - The PEG ratio for CAE is 2.28, indicating a more favorable valuation relative to its expected earnings growth compared to AeroVironment's PEG ratio of 3.61 [5]. - CAE's P/B ratio stands at 2.58, which is lower than AeroVironment's P/B ratio of 2.76, suggesting that CAE may be undervalued relative to its book value [6]. Earnings Outlook - CAE is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]. - CAE holds a Zacks Rank of 2 (Buy), indicating a stronger earnings estimate revision trend compared to AeroVironment's Zacks Rank of 3 (Hold) [3]. Value Grades - CAE has a Value grade of B, while AeroVironment has a Value grade of F, reflecting a significant difference in perceived value based on key financial metrics [6].

Core Insights - Energy Transfer LP is set to release its fourth-quarter earnings on February 17, 2026, with an anticipated EPS of $0.34, reflecting a 17.2% increase from the previous year [1][6] - The company's revenue is projected to reach $26.02 billion, representing a significant 33.2% rise from the same period last year, indicating strong market positioning [2][6] - Analysts have revised the consensus EPS estimate upward by 4.8% over the past month, suggesting a positive reassessment of the company's performance [2] Financial Metrics - Energy Transfer has a P/E ratio of approximately 14.71 and a price-to-sales ratio of 0.79, indicating the market's valuation of its sales [4] - The enterprise value to sales ratio is 1.54, and the enterprise value to operating cash flow ratio is 11.35, reflecting the company's total valuation relative to its sales and cash flow generation [4] - The company has a debt-to-equity ratio of 1.84 and a current ratio of 1.41, highlighting its leverage level and ability to cover short-term liabilities [5] Valuation and Outlook - Energy Transfer is currently considered undervalued with a forward yield of 7.42%, indicating a positive outlook for the company [3][6] - The company's diverse infrastructure assets and long-term contracts with data centers are expected to support sustainable, fee-based cash flow growth [3]

Core Viewpoint - Investors in the Medical - Biomedical and Genetics sector should consider Exelixis (EXEL) and Liquidia Corporation (LQDA) for potential value opportunities [1] Group 1: Company Rankings - Exelixis has a Zacks Rank of 1 (Strong Buy), while Liquidia Corporation has a Zacks Rank of 2 (Buy) [3] - EXEL has likely seen a stronger improvement in its earnings outlook compared to LQDA [3] Group 2: Valuation Metrics - EXEL has a forward P/E ratio of 12.65, whereas LQDA has a significantly higher forward P/E of 62.04 [5] - EXEL's PEG ratio is 0.65, indicating better value relative to its expected earnings growth compared to LQDA's PEG ratio of 1.13 [5] - EXEL's P/B ratio is 5.33, in contrast to LQDA's P/B ratio of 158.47, suggesting a more favorable valuation for EXEL [6] Group 3: Value Grades - Based on various valuation metrics, EXEL holds a Value grade of B, while LQDA has a Value grade of D [6] - EXEL stands out in both Zacks Rank and Style Scores models, making it a more attractive option for value investors [6]

Core Viewpoint - TIM S.A. Sponsored ADR (TIMB) has shown strong stock performance, with a 23.7% increase over the past month and a 29.7% gain since the start of the year, outperforming both the Zacks Computer and Technology sector and the Zacks Wireless Non-US industry [1][2]. Financial Performance - TIM has consistently exceeded earnings expectations, reporting an EPS of $0.52 against a consensus estimate of $0.48 in its last earnings report [2]. - For the current fiscal year, TIM is projected to achieve earnings of $1.75 per share on revenues of $5.26 billion, reflecting a 9.38% increase in EPS and a 10.3% increase in revenues. For the next fiscal year, earnings are expected to rise to $1.90 per share on revenues of $5.48 billion, indicating year-over-year changes of 8.76% and 4.2%, respectively [3]. Valuation Metrics - TIM's current valuation metrics indicate a trading multiple of 14.4X current fiscal year EPS estimates, which is above the peer industry average of 13.6X. The stock trades at 6.5X trailing cash flow compared to the peer group's average of 7X, and it has a PEG ratio of 0.77, positioning it favorably for value investors [7]. Zacks Rank and Style Scores - TIM holds a Zacks Rank of 2 (Buy), supported by positive earnings estimate revisions from analysts. The stock also has a Value Score of A, a Growth Score of B, and a Momentum Score of D, resulting in a combined VGM Score of A [6][8].

Company Performance - Plexus (PLXS) has seen a significant increase in its stock price, rising 29.9% over the past month and reaching a new 52-week high of $211.84 [1] - Year-to-date, Plexus has gained 41.7%, outperforming the Zacks Computer and Technology sector's 0.7% gain and the Zacks Electronics - Manufacturing Services industry's 12.5% return [1] Earnings and Revenue Expectations - Plexus has a strong track record of positive earnings surprises, having met or exceeded earnings consensus estimates in the last four quarters [2] - For the current fiscal year, Plexus is expected to report earnings of $7.61 per share on revenues of $4.45 billion, reflecting a 2.42% increase in EPS and a 10.46% increase in revenues [3] - For the next fiscal year, earnings are projected to rise to $8.45 per share on revenues of $4.81 billion, indicating year-over-year changes of 11.04% and 7.94%, respectively [3] Valuation Metrics - Plexus currently trades at 27.4 times the current fiscal year EPS estimates, which is above the peer industry average of 25.2 times [6] - On a trailing cash flow basis, Plexus trades at 22.1 times, compared to the peer group's average of 20 times [6] - The stock has a Value Score of B, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B [6] Zacks Rank - Plexus holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [7] - The recommendation is for investors to consider stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for Plexus shares in the near future [7] Industry Comparison - The Electronics - Manufacturing Services industry is performing well, ranking in the top 2% of all industries, providing favorable conditions for both Plexus and its peer, Jabil, Inc. (JBL) [10] - Jabil, Inc. also has a Zacks Rank of 2 (Buy) and has shown strong earnings performance, beating consensus estimates by 4.78% last quarter [9]