Core Viewpoint - Zimmer Biomet (ZBH) is currently viewed as a better value opportunity compared to EssilorLuxottica Unsponsored ADR (ESLOY) based on various financial metrics and rankings [1]. Group 1: Zacks Rank and Earnings Outlook - ZBH has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while ESLOY has a Zacks Rank of 3 (Hold) [3]. - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting that ZBH has an improving earnings outlook [3]. Group 2: Valuation Metrics - ZBH has a forward P/E ratio of 12.80, significantly lower than ESLOY's forward P/E of 38.31, indicating that ZBH may be undervalued [5]. - The PEG ratio for ZBH is 2.40, while ESLOY's PEG ratio is 4.98, further suggesting that ZBH offers better value considering expected earnings growth [5]. - ZBH's P/B ratio is 1.65, compared to ESLOY's P/B of 3.22, reinforcing the notion that ZBH is more attractively valued [6]. Group 3: Value Grades - ZBH has earned a Value grade of A, while ESLOY has a Value grade of D, highlighting the relative attractiveness of ZBH as a value investment [6]. - Stronger estimate revision activity and more favorable valuation metrics for ZBH lead to the conclusion that it is the superior option for value investors at this time [7].

Core Viewpoint - Grupo Financiero Banorte SAB de CV (GBOOY) is currently considered a superior value option compared to Moody's (MCO) based on various valuation metrics [7]. Valuation Metrics - GBOOY has a forward P/E ratio of 8.16, while MCO has a significantly higher forward P/E of 35.97 [5]. - The PEG ratio for GBOOY is 0.98, indicating a more favorable valuation relative to its expected earnings growth, compared to MCO's PEG ratio of 3.19 [5]. - GBOOY's P/B ratio stands at 2.03, contrasting sharply with MCO's P/B ratio of 21.72, further highlighting GBOOY's undervaluation [6]. Earnings Outlook - Both GBOOY and MCO hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks for both companies [3].

Core Viewpoint - The comparison between Western Digital (WDC) and Pure Storage (PSTG) indicates that WDC is more attractive to value investors due to its stronger earnings outlook and better valuation metrics [1][3]. Valuation Metrics - WDC has a forward P/E ratio of 11.67, significantly lower than PSTG's forward P/E of 31.47 [5]. - WDC's PEG ratio is 0.85, while PSTG's PEG ratio is 1.69, suggesting WDC is more undervalued relative to its expected earnings growth [5]. - WDC's P/B ratio stands at 4.98, compared to PSTG's P/B of 14.99, further indicating WDC's relative undervaluation [6]. Zacks Rank and Style Scores - WDC holds a Zacks Rank of 1 (Strong Buy), while PSTG has a Zacks Rank of 3 (Hold), reflecting a stronger improvement in WDC's earnings outlook [3][6]. - WDC's Value grade is B, contrasting with PSTG's Value grade of F, highlighting WDC's superior valuation metrics [6].

Core Insights - Investors in the Industrial Services sector should consider Hudson Technologies (HDSN) and SiteOne Landscape (SITE) as potential value opportunities [1] Valuation Metrics - Both HDSN and SITE have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - HDSN has a forward P/E ratio of 20.24, while SITE has a higher forward P/E of 40.19 [5] - HDSN's PEG ratio is 0.67, suggesting better value relative to its expected EPS growth compared to SITE's PEG ratio of 2.39 [5] - HDSN's P/B ratio is 1.61, indicating a lower market value compared to its book value, while SITE's P/B ratio is 3.82 [6] - Based on these valuation metrics, HDSN earns a Value grade of A, whereas SITE receives a Value grade of C [6] Conclusion - HDSN is considered the superior value option compared to SITE based on the discussed valuation figures [7]

back. Let's talk about these other moves from Bellski. Um, so you added to Goldman Sachs, um, clearly after President Trump posted on Truth Social about David and their economist.Clearly, that was your buy signal. Uh, US Bank Corp and Metife. Tell me more.Yeah, we took out Black Rockck. Uh, and these are all positions within our value portfolio. Black Rockck to us isn't so much a value stock anymore.We still own it in our dividend growth portfolio, but stocks at 28 times earnings, hitting all-time highs. cu ...

Core Viewpoint - Alithya Group (ALYAF) is currently positioned as a more attractive investment compared to Symbotic Inc. (SYM) based on various valuation metrics and earnings outlook [1][3][6] Valuation Metrics - ALYAF has a forward P/E ratio of 8.77, significantly lower than SYM's forward P/E of 228.75 [5] - The PEG ratio for ALYAF is 0.63, indicating a favorable valuation relative to its expected earnings growth, while SYM's PEG ratio stands at 7.63 [5] - ALYAF's P/B ratio is 1.24, contrasting sharply with SYM's P/B ratio of 68.13, further highlighting ALYAF's superior valuation [6] Analyst Outlook - ALYAF holds a Zacks Rank of 1 (Strong Buy), reflecting a positive earnings estimate revision trend, while SYM has a Zacks Rank of 3 (Hold) [3] - The strong earnings outlook for ALYAF contributes to its Value grade of A, whereas SYM has a Value grade of F, indicating a less favorable investment profile [6]

Core Viewpoint - Lithia Motors, Inc. (NYSE: LAD) has reported increased earnings in the second quarter of 2025, which may attract both growth and value investors despite a generally depressed share price [1] Company Summary - Lithia Motors, Inc. has shown a positive trend in earnings for the second quarter of 2025, indicating potential for growth [1] - The current share price is described as mostly depressed, suggesting a possible undervaluation that could appeal to value investors [1] Investor Profile - Robert F. Abbott, a seasoned investor since 1995, has experience in managing family accounts and has incorporated options trading into his strategy since 2010 [1] - Abbott's background includes a Bachelor of Arts and an MBA, highlighting a solid educational foundation in business and finance [1]

Core Insights - Five9 (FIVN) and Autodesk (ADSK) are both considered for investors looking for undervalued stocks in the Internet - Software sector [1] - Both companies currently hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] Valuation Metrics - FIVN has a forward P/E ratio of 9.01, significantly lower than ADSK's forward P/E of 31.39, suggesting FIVN may be undervalued [5] - The PEG ratio for FIVN is 0.64, while ADSK's PEG ratio is 1.99, indicating FIVN's expected earnings growth is more favorable relative to its price [5] - FIVN's P/B ratio stands at 2.7, compared to ADSK's P/B of 24.74, further supporting the notion that FIVN is undervalued [6] Value Grades - Based on various valuation metrics, FIVN holds a Value grade of B, while ADSK has a Value grade of F, highlighting FIVN as the superior value option [6][7]

Core Insights - FUCHS SE - Unsponsored ADR (FUPBY) is currently viewed as a more attractive investment option compared to Hawkins (HWKN) based on various valuation metrics and earnings outlook [3][7]. Valuation Metrics - FUPBY has a forward P/E ratio of 16.92, significantly lower than HWKN's forward P/E of 36.97, indicating that FUPBY may be undervalued [5]. - The PEG ratio for FUPBY is 1.95, while HWKN's PEG ratio stands at 2.70, suggesting that FUPBY offers better value relative to its expected earnings growth [5]. - FUPBY's P/B ratio is 3.12, compared to HWKN's P/B of 6.84, further highlighting FUPBY's more favorable valuation [6]. Earnings Outlook - FUPBY has experienced stronger estimate revision activity, which is a positive indicator for its earnings outlook compared to HWKN [7]. Value Grades - FUPBY has received a Value grade of B, while HWKN has a Value grade of D, reflecting the overall assessment of their valuation metrics [6].

Core Insights - Kyndryl Holdings, Inc. (KD) and AppLovin (APP) are being compared for their value to investors in the Technology Services sector [1] - KD has a Zacks Rank of 2 (Buy) while APP has a Zacks Rank of 3 (Hold), indicating a more favorable earnings outlook for KD [3] Valuation Metrics - KD has a forward P/E ratio of 17.78, significantly lower than APP's forward P/E of 44.28 [5] - KD's PEG ratio is 0.71, while APP's PEG ratio is 2.21, suggesting that KD is expected to grow earnings at a more favorable rate relative to its price [5] - KD's P/B ratio is 6.9 compared to APP's P/B of 218.13, indicating that KD is more reasonably valued in terms of its book value [6] Investment Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, KD is considered the superior investment option for value investors at this time [7]