Investors interested in stocks from the Technology Services sector have probably already heard of Jamf Holding (JAMF) and Climb Global Solutions (CLMB) . 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 favors stocks with strong earning ...

Key Takeaways Market uncertainty amid geopolitical risks, policy questions and an unclear Fed rate path favor value stocks.Stocks were screened for earnings yield above 10%, liquidity, $5 prices and EPS growth versus the S&P 500.AAUC, AA, SBLK and PHIN show strong 2026 sales and EPS growth estimates, with upward EPS revisions.U.S. equities ended 2025 on a strong note, with the S&P 500 rising about 16%, but the outlook is turning complex. Geopolitical risks are back in focus after President Donald Trump anno ...

If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, our gang could help broaden your horizons and give some ins ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It pays to go off the beaten path from highly priced growth stocks in favor of value. For one thing, the S&P 500 ( SPX ) currently has a high P/E ratio of 25 ...

Key Takeaways Assurant's fee-based, capital-light units now make up 52% of segment revenues and are growing double digits. Connected Living and Global Lifestyle units are expected to drive 2025 EBITDA growth for AIZ. AIZ plans to return $300 million to shareholders in 2025 through share repurchases and dividend hikes. Shares of Assurant, Inc. (AIZ) closed at $240.85 on Wednesday, near its 52-week high of $243.76. This proximity underscores investor confidence. It has the ingredients for further price apprec ...

Valuation Insights - Delta Air Lines is currently undervalued due to outdated market assumptions, presenting a potential opportunity for value investors to achieve exceptional returns over the next decade [1] - Analysts project earnings per share of $5.88 in 2025 and $7.26 in 2026, resulting in a price-to-earnings (P/E) ratio of 11.8 for 2025 and 9.6 for 2026, indicating attractive valuations [2] - Despite these attractive valuations, Delta trades at a low earnings multiple due to specific market fears that may not be justified [3] Future Earnings and Cash Flow - Confidence in Delta's ability to generate sustainable earnings and free cash flow is crucial, with expectations of free cash flow of $3.4 billion in 2025, $3.9 billion in 2026, and $4.4 billion in 2027 [4] - The airline's management has restructured its business model, focusing on premium offerings, loyalty programs, co-branded credits, and differentiated pricing strategies to secure long-term revenue streams [5] Industry Context - The airline industry has historically been cyclical, with significant profitability fluctuations, which poses risks for companies with high debt levels, such as Delta, which has an adjusted net debt of $15.6 billion against a market cap of $45.4 billion [6] - The industry's history is marked by booms and busts, driven by economic sensitivity and airlines' tendency to maintain capacity during downturns, leading to intense ticket pricing competition and financial instability [7]

Core Viewpoint - The comparison between Transportadora De Gas Sa Ord B (TGS) and Williams Companies, Inc. (WMB) indicates that TGS offers better value for investors based on its stronger earnings estimate revisions and more attractive valuation metrics [1][3][7] Group 1: Zacks Rank and Earnings Estimates - TGS has a Zacks Rank of 2 (Buy), while WMB has a Zacks Rank of 3 (Hold), suggesting that TGS has a more favorable analyst outlook [3] - The Zacks Rank strategy focuses on companies with positive earnings estimate revision trends, which TGS currently exhibits [2] Group 2: Valuation Metrics - TGS has a forward P/E ratio of 16.15, significantly lower than WMB's forward P/E of 28.48, indicating that TGS may be undervalued [5] - TGS has a PEG ratio of 1.54, while WMB's PEG ratio is 1.62, suggesting TGS has a more favorable growth valuation [5] - TGS's P/B ratio is 2.09 compared to WMB's P/B of 4.96, further supporting TGS's superior valuation metrics [6] Group 3: Value Grades - TGS has earned a Value grade of B, while WMB has a Value grade of D, highlighting TGS's stronger position in terms of value investing [6][7]

Investors interested in Internet - Software stocks are likely familiar with DoubleVerify Holdings (DV) and Autodesk (ADSK) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.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 favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with speci ...

Core Viewpoint - The article provides an update on Workday (WDAY), emphasizing a bullish outlook on its AI products, partnership strategy, and WorkdayGO, while advocating for a fundamentals-based approach to value investing [1]. Group 1: Investment Philosophy - The company disagrees with the notion that low multiple stocks are inherently cheap, focusing instead on long-term durability and affordability [1]. - There is a preference for companies with steady long-term growth, no cyclicality, and a strong balance sheet [1]. - The article acknowledges the risks of investing in successful companies, particularly the potential to overpay, highlighting the importance of valuation [1]. Group 2: Market Potential - The company believes that in certain situations, the vast development runway of a company can make immediate price considerations less critical [1].

分组1 - Pilgrim's Pride (PPC) operates in the food industry, focusing on raising broiler chickens for various segments including fresh food, frozen food, and value-added products [1] - The company distributes its products through a network of distributors, indicating a structured supply chain [1] 分组2 - The article emphasizes the importance of sustained free cash flows, low leverage, and sustainable debt levels as key factors for investment opportunities [1] - There is a focus on companies in emerging markets that exhibit high margins and present good medium to long-term investment potential [1] - The author highlights a preference for companies with a strong pro-shareholder attitude, including consistent buyback programs and dividend distributions [1]