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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
ZACKS· 2025-09-01 11:21
Core Viewpoint - The WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed fund aimed at providing broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $1.90 billion, making it one of the larger ETFs in this category [1]. Group 1: Fund Overview - The fund was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - It targets small cap companies with market capitalizations below $2 billion, which are considered high-potential stocks but come with higher risks compared to larger counterparts [2]. Group 2: Investment Characteristics - Value stocks, which the fund focuses on, typically have lower price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in nearly all markets, although growth stocks tend to perform better in strong bull markets [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.38% and a 12-month trailing dividend yield of 2.67% [4]. - As of September 1, 2025, the ETF has gained approximately 0.89% year-to-date and 2.67% over the past year, with a trading range between $28.02 and $37.69 in the past 52 weeks [7]. Group 4: Risk and Diversification - The ETF has a beta of 0.99 and a standard deviation of 20.39% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - With around 576 holdings, the fund effectively diversifies company-specific risk [8]. Group 5: Alternatives and Market Position - The WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 3 (Hold), indicating a sufficient option for investors seeking exposure to the Small Cap Value area [9]. - Other comparable ETFs include the iShares Russell 2000 Value ETF (IWN) with $11.74 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Value ETF (VBR) with $31.35 billion in assets and a lower expense ratio of 0.07% [10]. Group 6: Investor Appeal - Passively managed ETFs like DES are increasingly favored by retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11].
3 Reasons Why Growth Investors Shouldn't Overlook UP Fintech Holding Limited (TIGR)
ZACKS· 2025-08-29 17:45
Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - UP Fintech Holding Limited (TIGR) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a historical EPS growth rate of 28.6%, with projected EPS growth of 90.5% this year, significantly outperforming the industry average of 12.3% [4] Group 2: Financial Performance - UP Fintech Holding Limited has a year-over-year cash flow growth of 78.9%, which is substantially higher than the industry average of 14.4% [5] - The company's annualized cash flow growth rate over the past 3-5 years stands at 70.6%, compared to the industry average of 8.9% [6] Group 3: Earnings Estimates - The current-year earnings estimates for UP Fintech Holding Limited have increased by 37.9% over the past month, indicating a positive trend in earnings estimate revisions [8] - The combination of a Zacks Rank of 2 (Buy) and a Growth Score of B suggests that UP Fintech Holding Limited is positioned as a potential outperformer for growth investors [10]
Earnings growth continues to be in large cap and growth stocks, says Aspire's Bob Keiser
CNBC Television· 2025-08-28 21:55
Market Trends & Investment Strategy - Goldman Sachs indicates that approximately 61% of New York City stocks are trading above their 200-day moving average, nearing a year-to-date high [1] - Aspire maintains a bullish outlook, favoring large-cap core and growth stocks due to consistent earnings growth [2] - The market has adapted to the significant weighting of large technology stocks within the S&P 500 [3][4] Earnings Growth & Sector Rotation - Technology sector is projected to achieve four consecutive quarters of double-digit earnings growth this year and the next [4] - Consensus expectations point towards a broadening of earnings growth into industrials, materials, and financials in 2026, with S&P global market intelligence data foreshadowing $300 earnings per share [6] - Excluding the second quarter, financials are also anticipated to potentially experience double-digit earnings growth next year [6] Economic Indicators & Consumer Sentiment - The July employment report showed unexpected weakness, potentially influenced by Independence Day tariff announcements, which caused the S&P to decline by 12% in four trading days [8][9] - The strength of the US labor market, characterized by strong labor demand and non-farm payroll growth, has been a key factor in the bullish outlook for over two years [10][11] - Consistent weakness in payrolls would necessitate a reassessment of current assumptions, given the labor market's role in driving consumer confidence and spending [10][11]
3 Reasons Why Growth Investors Shouldn't Overlook OppFi (OPFI)
ZACKS· 2025-08-28 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with OppFi Inc. (OPFI) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - OppFi has a historical EPS growth rate of 95.3%, with projected EPS growth of 49.5% for the current year, significantly outperforming the industry average of 11.3% [5][4]. Cash Flow Growth - The year-over-year cash flow growth for OppFi stands at 61.8%, well above the industry average of 4.3%. The company's annualized cash flow growth rate over the past 3-5 years is 19.4%, compared to the industry average of 12.9% [6][7]. Earnings Estimate Revisions - The current-year earnings estimates for OppFi have been revised upward, with the Zacks Consensus Estimate increasing by 15.4% over the past month, indicating positive momentum [9][8]. Overall Assessment - OppFi has achieved a Zacks Rank of 1 (Strong Buy) and a Growth Score of B, suggesting it is a potential outperformer and a solid choice for growth investors [10][11].
Here is Why Growth Investors Should Buy Nexxen International Ltd. Sponsored ADR (NEXN) Now
ZACKS· 2025-08-28 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Nexxen International Ltd. Sponsored ADR (NEXN) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - The historical EPS growth rate for Nexxen International Ltd. is 22.4%, with projected EPS growth of 17.2% for the current year, surpassing the industry average of 13.1% [5]. Cash Flow Growth - Nexxen International Ltd. has a year-over-year cash flow growth rate of 21.5%, significantly higher than the industry average of -14.6%. The company's annualized cash flow growth rate over the past 3-5 years is 24.4%, compared to the industry average of 5.4% [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Nexxen International Ltd., with the Zacks Consensus Estimate for the current year increasing by 13.9% over the past month [9]. Overall Positioning - Nexxen International Ltd. has achieved a Growth Score of B and a Zacks Rank of 2, indicating strong potential for outperformance in the growth stock category [10][11].
Nvidia's 'Zero-China' Quarter: With This Baseline, What Happens When China Returns?
Seeking Alpha· 2025-08-27 23:00
Core Insights - Nvidia Corporation reported a record quarter with total revenues of $46.7 billion, representing a 56% year-over-year increase, and non-GAAP earnings per share of $1.05, exceeding consensus estimates [1] - The non-GAAP gross margin was reported at 72.7%, or 72.3% when excluding the release of $180 million in H20 [1] Financial Performance - Total revenues reached $46.7 billion, marking a significant growth of 56% compared to the previous year [1] - Non-GAAP earnings per share stood at $1.05, which is above market expectations [1] - The non-GAAP gross margin was reported at 72.7%, with a slight adjustment to 72.3% when accounting for specific financial releases [1]
Gloabalstar (GSAT) and Vimeo (VMEO) Are Aggressive Growth Stocks
Zacks Investment Research· 2025-08-26 18:57
Stock Picks - Global Star (GSAT) is a Zacks Rank 1 (Strong Buy) with an A for growth and an F for value, indicating a divergence that aggressive growth investors may find appealing [1][2] - Vimeo (VME) is also a Zacks Rank 1 (Strong Buy) with a B for both growth and value, potentially attracting value-conscious investors [10] Global Star (GSAT) Analysis - The company's revenue is expected to grow by 6% this year and triple to 18% next year, reaching $315 million [6] - Price to book is at nine times, while trading at 13 times sales, with margins improving from -14% and -13% to approximately 1% in the last two quarters, suggesting a potential profitability turnaround [7] - Earnings estimates have significantly improved, with next year's estimates moving from negative to positive by one penny, potentially driving investor interest [5] Vimeo (VME) Analysis - The company's earnings estimates are trending positively, but revenue growth is slow at 15% this year, with an expected acceleration to 5% next year [13] - The stock has a high forward earnings multiple of 66 times, but low price-to-book and price-to-sales ratios, which may interest value investors [14] - Margins are declining, from 6% to 4% and then to 3%, indicating a need for improved operational efficiency and bottom-line performance [15]
Should Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) Be on Your Investing Radar?
ZACKS· 2025-08-26 11:21
Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $360.01 million [1]. Group 1: ETF Overview - GVUS was launched on November 28, 2023, and is sponsored by Goldman Sachs Funds [1]. - The ETF has an annual operating expense of 0.12%, making it one of the least expensive options in its category [4]. - It has a 12-month trailing dividend yield of 1.91% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered stable with lower risk compared to mid and small cap companies [2]. - Value stocks generally exhibit lower price-to-earnings and price-to-book ratios, but they have historically outperformed growth stocks in most markets over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 22.6% of the portfolio, followed by Industrials and Healthcare [5]. - Berkshire Hathaway Inc (BRK/B) is the largest individual holding at approximately 3.14% of total assets, with Jpmorgan Chase & Co (JPM) and Amazon.com Inc (AMZN) also among the top holdings [6]. Group 4: Performance Metrics - GVUS aims to match the performance of the Russell 1000 Value 40 Act Daily Capped Index, which measures large and mid-capitalization value stocks [7]. - The ETF has gained about 9.35% year-to-date and approximately 9.87% over the past year, with a trading range between $42.82 and $51.80 in the last 52 weeks [7]. - It has a beta of 0.84 and a standard deviation of 13.86% over the trailing three-year period, indicating effective diversification of company-specific risk with around 869 holdings [8]. Group 5: Alternatives and Market Position - GVUS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.10 billion, respectively [10].
PDD: Double Beat But Weak Profit Trend
Seeking Alpha· 2025-08-25 19:30
Company Performance - PDD Holdings Inc. reported a double beat in its latest earnings report, indicating better-than-expected performance [1] - The company's growth rate has significantly declined compared to the recent past, attributed to unfavorable regulations [1] - The current valuation of PDD Holdings is higher than it was last year, suggesting increased investor expectations [1] Investment Focus - The Cash Flow Club emphasizes investing in businesses with strong cash generation and significant durability, aiming for high rewards when bought at the right time [1] - The community offers features such as access to a leader's personal income portfolio targeting yields of 6% or more, along with coverage of various sectors including energy midstream and commercial mREITs [1]
3 Reasons Growth Investors Will Love ExlService Holdings (EXLS)
ZACKS· 2025-08-25 17:46
Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - ExlService Holdings (EXLS) is recommended as a cutting-edge growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company operates in the outsourcing services sector, which is currently positioned for strong growth [3] Group 2: Earnings Growth - ExlService Holdings has a historical EPS growth rate of 21.2%, with projected EPS growth of 15.4% this year, significantly outperforming the industry average of 8.4% [4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for ExlService Holdings is 2.1%, exceeding the industry average of 0.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 10.6%, compared to the industry average of 8.6% [6] Group 4: Earnings Estimate Revisions - Current-year earnings estimates for ExlService Holdings have been revised upward, with the Zacks Consensus Estimate increasing by 3.7% over the past month [8] Group 5: Investment Positioning - ExlService Holdings has earned a Growth Score of A and carries a Zacks Rank 2, indicating strong potential for outperformance in the growth stock category [9]