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CommVault Systems (CVLT) and UiPath (PATH) Are Aggressive Growth Stocks
Zacks Investment Research· 2025-07-17 14:52
Welcome to another edition of Zach's Rank Buy. I'm Brian Bolan. I'm the aggressive growth stock strategist here at Zachs.And I got two more stocks for your aggressive growth radar screen. Let's get right to it, shall we. The first one uh is Convault Systems.Convaltult Systems. And it's CV LT. It's a Zach's rank number one. That's a strong buy.And it's got a A for growth and an F for value. And if you've been following my videos, you know that I like a strong growth score and a weak value score. That tells m ...
Should Invesco S&P SmallCap 600 Pure Value ETF (RZV) Be on Your Investing Radar?
ZACKS· 2025-07-17 11:21
Core Viewpoint - The Invesco S&P SmallCap 600 Pure Value ETF (RZV) is a passively managed fund targeting the Small Cap Value segment of the US equity market, with assets exceeding $206.50 million, making it an average-sized ETF in this category [1]. Group 1: Small Cap Value Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, are considered high-potential stocks but carry higher risks compared to large and mid-cap companies [2]. - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.35%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.96% [4]. - RZV aims to replicate the performance of the S&P SmallCap 600 Pure Value Index, having lost approximately -3.48% year-to-date and -0.25% over the past year as of July 17, 2025. The ETF has traded between $83.11 and $119.36 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Discretionary sector, comprising about 26.80% of the portfolio, followed by Financials and Energy [5]. - Par Pacific Holdings Inc (PARR) represents about 2.49% of total assets, with the top 10 holdings accounting for approximately 17.72% of total assets under management [6]. Group 4: Risk and Alternatives - RZV has a beta of 1.20 and a standard deviation of 24.57% over the trailing three-year period, indicating a higher risk profile. The ETF includes around 147 holdings, which helps mitigate company-specific risk [8]. - Alternatives to RZV include the iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR), which track similar indices and have larger asset bases of $10.92 billion and $29.95 billion, respectively [10].
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
ZACKS· 2025-07-16 11:20
Core Insights - The Fidelity Value Factor ETF (FVAL) is a passively managed ETF launched on September 12, 2016, with assets exceeding $976.98 million, targeting the Large Cap Value segment of the US equity market [1] Group 1: Large Cap Value Overview - Large cap companies are defined as those with a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2] - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks tend to perform better in strong bull markets [3] Group 2: Costs and Performance - The annual operating expenses for FVAL are 0.16%, making it one of the cheaper ETFs in its category, with a 12-month trailing dividend yield of 1.55% [4] - FVAL aims to match the performance of the Fidelity U.S. Value Factor Index, which includes large and mid-cap U.S. companies with attractive valuations. As of July 16, 2025, FVAL has gained approximately 5.16% year-to-date and 10.10% over the past year, trading between $52.80 and $65 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 31.50% of the portfolio, followed by Financials and Consumer Discretionary [5] - Microsoft Corp (MSFT) represents approximately 7.22% of total assets, with Nvidia Corp (NVDA) and Apple Inc (AAPL) also among the top holdings. The top 10 holdings account for about 38.51% of total assets under management [6] Group 4: Risk and Alternatives - FVAL has a beta of 0.96 and a standard deviation of 16.59% over the trailing three-year period, indicating effective diversification of company-specific risk with around 130 holdings [8] - Alternatives to FVAL include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $70.24 billion and $138.31 billion, respectively, with lower expense ratios of 0.06% and 0.04% [11]
Should iShares Top 20 U.S. Stocks ETF (TOPT) Be on Your Investing Radar?
ZACKS· 2025-07-16 11:20
Core Viewpoint - The iShares Top 20 U.S. Stocks ETF (TOPT) offers broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $242.27 million and launched on 10/23/2024 [1] Group 1: Large Cap Growth Overview - Large cap companies have a market capitalization above $10 billion, providing more stability and predictable cash flows compared to mid and small cap companies [2] - Growth stocks typically exhibit higher sales and earnings growth rates but come with higher valuations and associated risks [3] Group 2: Cost Structure - The annual operating expenses for TOPT are 0.20%, positioning it as one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.27% [4] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 49.30% of the portfolio, followed by Financials and Telecom [5] - Microsoft Corp (MSFT) represents approximately 14.72% of total assets, with the top 10 holdings accounting for about 74.37% of total assets under management [6] Group 4: Performance Metrics - TOPT aims to match the performance of the S&P 500 TOP 20 SELECT INDEX, having gained roughly 6.39% so far, with a trading range between $21.25 and $27.67 over the past 52 weeks [7] Group 5: Alternatives and Market Position - TOPT holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8] - Other ETFs in the Large Cap Growth space include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $178.19 billion in assets and an expense ratio of 0.04%, while QQQ has $355.77 billion and charges 0.20% [9] Group 6: Investment Appeal - Passively managed ETFs like TOPT are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10]
3 Reasons Why Growth Investors Shouldn't Overlook Netflix (NFLX)
ZACKS· 2025-07-15 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks, particularly in the financial sector, to achieve above-average returns, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system simplifies the identification of promising growth stocks by analyzing a company's actual growth potential beyond traditional metrics [2] - Netflix (NFLX) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth indicating strong future prospects [3] - Netflix's historical EPS growth rate stands at 23.9%, with projected EPS growth of 28.2% this year, significantly outperforming the industry average of -4.2% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [5] - Netflix's year-over-year cash flow growth is 21.9%, compared to an industry average of -25.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 16.8%, against the industry average of 4.2% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, making them an important consideration for investors [7] - The current-year earnings estimates for Netflix have been revised upward, with a 0.4% increase in the Zacks Consensus Estimate over the past month [7] Group 5: Overall Assessment - Netflix has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as an outperformer and a solid choice for growth investors [9]
Pinterest: A Niche Player Turning Increasingly Profitable
Seeking Alpha· 2025-07-15 10:00
Core Viewpoint - Meta Platforms (META) is highlighted as a significant investment opportunity within the social media sector, indicating strong confidence in its growth potential and market position [1]. Group 1: Company Overview - Meta Platforms is described as the largest holding for the analyst, showcasing a strong personal conviction in the company's future performance [1]. - The company is part of a broader category of social media stocks that are recognized for their ability to achieve substantial returns [1]. Group 2: Analyst Background - The analyst has over five years of experience in equities analysis, focusing on growth and income stocks with high expected return potential and solid margins of safety [1]. - The analyst contributes to an investment group that shares actionable trading ideas across various asset classes, sectors, and industries, aiming to educate a community of investors [1]. Group 3: Investment Strategy - The investment service mentioned includes different portfolio strategies tailored for varying levels of investor activity, such as a macro portfolio for less active investors and a single equity-focused portfolio for more active investors [1].
3 Absurdly Cheap Growth Stocks to Load Up On Right Now
The Motley Fool· 2025-07-15 07:33
Buying stocks that are trading at cheap valuations can set you up for some big gains later on. And it can minimize the risk of a decline if the market starts to struggle. despite a flurry of other ways to pay. The company also has its own stablecoin, PayPal USD, so it can potentially leverage opportunities in the crypto space. Growth has been underwhelming of late, as sales through the first three months of the year totaled $7.8 billion, an increase of just 1% year over year. However, the economy is contend ...
Here is Why Growth Investors Should Buy Wheaton Precious Metals (WPM) Now
ZACKS· 2025-07-14 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill this potential is challenging [1] Group 1: Company Overview - Wheaton Precious Metals Corp. (WPM) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 6.3%, but projected EPS growth for this year is expected to be 56.4%, significantly surpassing the industry average of 29.7% [5] Group 2: Financial Metrics - Current year cash flow growth for Wheaton Precious Metals is 18.6%, which is notably higher than the industry average of -2.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 11.7%, compared to the industry average of 6.8% [7] Group 3: Earnings Estimates - The current-year earnings estimates for Wheaton Precious Metals have been revised upward, with the Zacks Consensus Estimate increasing by 4.2% over the past month [9] - The positive trend in earnings estimate revisions contributes to Wheaton Precious Metals achieving a Zacks Rank 1 (Strong Buy) [10]
Should Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) Be on Your Investing Radar?
ZACKS· 2025-07-14 11:21
Core Viewpoint - The Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) provides broad exposure to the Small Cap Growth segment of the US equity market, with a focus on small and medium-sized companies that are expected to grow rapidly [1][7]. Group 1: Fund Overview - JSMD is a passively managed ETF launched on February 23, 2016, and has accumulated assets exceeding $537.74 million, positioning it as an average-sized ETF in its category [1]. - The ETF has annual operating expenses of 0.30% and a 12-month trailing dividend yield of 0.82%, making it competitive with peer products [4]. Group 2: Investment Strategy and Performance - The ETF aims to match the performance of the Janus Small/Mid Cap Growth Alpha Index, which selects stocks based on growth, profitability, and capital efficiency [7]. - As of July 14, 2025, JSMD has returned approximately 4.24% year-to-date and 14.95% over the past year, with a trading range between $62.52 and $82.80 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.60% of the portfolio, followed by Information Technology and Industrials [5]. - The top 10 holdings account for approximately 20.53% of total assets, with Equitable Holdings Inc. (EQH) making up about 2.37% of total assets [6]. Group 4: Alternatives and Market Position - JSMD carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Growth area [10]. - Other comparable ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.76 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.20 billion, both of which have lower expense ratios [11].
Should First Trust Value Line Dividend ETF (FVD) Be on Your Investing Radar?
ZACKS· 2025-07-14 11:21
Core Viewpoint - The First Trust Value Line Dividend ETF (FVD) offers broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and a focus on dividend-paying companies [1][7]. Group 1: Fund Overview - FVD is a passively managed ETF launched on August 19, 2003, and is sponsored by First Trust Advisors, with assets exceeding $9.08 billion [1]. - The ETF targets large cap companies, defined as those with market capitalizations above $10 billion, which are generally considered stable investments [2]. Group 2: Performance Metrics - FVD aims to match the performance of the Value Line Dividend Index, which includes U.S. securities that pay above-average dividends and have potential for capital appreciation [7]. - The ETF has recorded a year-to-date increase of approximately 4.71% and a one-year increase of about 11.62% as of July 14, 2025 [7]. - Over the past 52 weeks, FVD has traded between $40.62 and $46.70 [7]. Group 3: Cost Structure - The annual operating expenses for FVD are 0.61%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 2.26% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.70% of the portfolio, followed by Utilities and Consumer Staples [5]. - Texas Instruments Incorporated (TXN) represents about 0.49% of total assets, with the top 10 holdings accounting for approximately 4.8% of total assets under management [6]. Group 5: Risk Profile - FVD has a beta of 0.72 and a standard deviation of 13.07% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - The ETF consists of about 226 holdings, which helps to diversify company-specific risk [8]. Group 6: Alternatives - Alternatives to FVD include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger assets under management and lower expense ratios of 0.06% and 0.04%, respectively [10].