Company Performance - Walgreens Boots Alliance (WBA) closed at $11.18, with a daily gain of +0.45%, outperforming the S&P 500's gain of 0.41% [1] - The stock has increased by 3.06% over the past month, but this is below the Retail-Wholesale sector's gain of 9.47% and the S&P 500's gain of 9% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $0.34, reflecting a 46.03% decline compared to the same quarter last year [2] - Revenue is anticipated to be $36.66 billion, indicating a 0.85% increase from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.66 per share, representing a -42.36% change from the prior year [3] - Revenue for the fiscal year is estimated at $151.49 billion, showing a +2.59% change from the previous year [3] Analyst Estimates - Recent changes to analyst estimates indicate positive short-term business trends, which are generally viewed as favorable for the company's outlook [4] - The Zacks Rank system, which incorporates estimate changes, suggests actionable ratings based on these revisions [5] Zacks Rank and Valuation - Walgreens Boots Alliance currently holds a Zacks Rank of 3 (Hold), with a 0.88% rise in the Zacks Consensus EPS estimate over the past month [6] - The company has a Forward P/E ratio of 6.7, which is a premium compared to the industry average of 5.11 [7] PEG Ratio - The PEG ratio for Walgreens Boots Alliance is 1.34, compared to the industry average PEG ratio of 0.77 [8] - The Retail - Pharmacies and Drug Stores industry is ranked in the top 1% of all industries according to the Zacks Industry Rank [8][9]

Core Insights - The article compares Cervecerias Unidas (CCU) and Boston Beer (SAM) to determine which stock is more undervalued for investors in the Beverages - Alcohol sector [1] Valuation Metrics - CCU has a forward P/E ratio of 18.44, while SAM has a forward P/E of 25.57, indicating that CCU is more attractively priced [5] - CCU's PEG ratio is 1.33, compared to SAM's PEG ratio of 1.71, suggesting that CCU offers better value relative to its expected earnings growth [5] - CCU's P/B ratio is 1.61, whereas SAM's P/B ratio is 2.96, further highlighting CCU's superior valuation metrics [6] Analyst Outlook - CCU holds a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision activity compared to SAM, which has a Zacks Rank of 3 (Hold) [3][7] - The stronger estimate revision activity for CCU suggests an improving analyst outlook, making it a more appealing option for value investors [3][7] Value Grades - CCU has a Value grade of A, while SAM has a Value grade of C, reflecting the overall assessment of their valuation metrics [6][7]

Company Performance - Baidu Inc. ended the recent trading session at $92.50, showing a +1.55% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.1% [1] - The stock has increased by 7.74% over the past month, which is lower than the Computer and Technology sector's gain of 14.29% and the S&P 500's gain of 9.86% [1] Earnings Estimates - Baidu is expected to report earnings on May 21, 2025, with an anticipated EPS of $1.96, reflecting a 28.99% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $4.3 billion, down 1.56% from the previous year [2] - For the full year, the Zacks Consensus Estimates predict earnings of $10.08 per share and revenue of $18.8 billion, representing changes of -4.27% and +1.65% respectively from the prior year [3] Analyst Estimates and Valuation - Recent modifications to analyst estimates for Baidu indicate changing near-term business trends, with positive revisions reflecting optimism about the company's profitability [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Baidu as 3 (Hold), with the Consensus EPS estimate having moved 0.06% higher in the past month [5][6] - Baidu's Forward P/E ratio is 9.04, significantly lower than the industry average of 19.32, indicating that Baidu is trading at a discount [7] - The company has a PEG ratio of 2.16, compared to the Internet - Services industry's average PEG ratio of 1.65 [8] Industry Context - The Internet - Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [8] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [9]

Core Viewpoint - The comparison between Carnival (CCL) and Trip.com (TCOM) indicates that CCL is currently a more attractive option for value investors based on various financial metrics and analyst outlooks [1][3][7]. Valuation Metrics - CCL has a forward P/E ratio of 12.27, while TCOM has a forward P/E of 19.24, suggesting that CCL is undervalued compared to TCOM [5]. - The PEG ratio for CCL is 0.54, indicating better value relative to its expected earnings growth, whereas TCOM has a PEG ratio of 1.18 [5]. - CCL's P/B ratio is 2.89, significantly lower than TCOM's P/B of 2,212.87, further supporting CCL's valuation as more favorable [6]. Analyst Outlook - CCL holds a Zacks Rank of 2 (Buy), reflecting an improving earnings estimate revision activity, while TCOM has a Zacks Rank of 3 (Hold) [3][7]. - The improving earnings outlook for CCL positions it as a superior value option in the current market [7]. Value Grades - CCL has been assigned a Value grade of A, indicating strong undervaluation, while TCOM has a Value grade of C, suggesting it is less attractive from a value perspective [6].

Core Insights - Prestige Consumer Healthcare (PBH) is currently viewed as a better value opportunity compared to EssilorLuxottica Unsponsored ADR (ESLOY) based on various financial metrics and rankings [1] Valuation Metrics - PBH has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while ESLOY has a Zacks Rank of 3 (Hold) [3] - The forward P/E ratio for PBH is 18.23, significantly lower than ESLOY's forward P/E of 34.49, suggesting PBH is undervalued [5] - PBH's PEG ratio is 2.60, compared to ESLOY's PEG ratio of 3.60, indicating PBH has a more favorable earnings growth outlook relative to its price [5] - PBH's P/B ratio is 2.35, while ESLOY's P/B ratio is 2.92, further supporting the argument that PBH is a better value option [6] Overall Assessment - Based on the solid earnings outlook and favorable valuation metrics, PBH is considered the superior value option compared to ESLOY [7]

Company Performance - Analog Devices (ADI) ended the recent trading session at $226.68, demonstrating a +1.58% swing from the preceding day's closing price, outpacing the S&P 500's daily gain of 0.73% [1] - Shares of Analog Devices had gained 24.94% over the past month, surpassing the Computer and Technology sector's gain of 11.93% and the S&P 500's gain of 9.07% during the same period [1] Upcoming Earnings - The company's earnings report is set to be disclosed on May 22, 2025, with a forecasted EPS of $1.69, indicating a 20.71% upward movement from the corresponding quarter of the prior year [2] - The current consensus estimate forecasts revenue to be $2.5 billion, reflecting a 15.9% growth compared to the corresponding quarter of the prior year [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $7.11 per share and revenue of $10.27 billion, indicating changes of +11.44% and +8.97%, respectively, from the former year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Analog Devices should be monitored, as positive revisions reflect analysts' confidence in the company's business performance and profit potential [4] Valuation Metrics - Analog Devices currently has a Forward P/E ratio of 31.38, which signifies a discount compared to the average Forward P/E of 35.68 for its industry [7] - The company boasts a PEG ratio of 2.61, compared to the Semiconductor - Analog and Mixed industry's average PEG ratio of 2.13 [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 150, placing it in the bottom 40% of all 250+ industries [8]

Home Depot (HD) closed at $373.60 in the latest trading session, marking a -0.79% move from the prior day. This change lagged the S&P 500's 0.73% gain on the day. Meanwhile, the Dow experienced a drop of 0.64%, and the technology-dominated Nasdaq saw an increase of 1.61%.Coming into today, shares of the home-improvement retailer had gained 5.43% in the past month. In that same time, the Retail-Wholesale sector gained 9.91%, while the S&P 500 gained 9.07%.The investment community will be closely monitoring t ...

Group 1: Company Performance - Autodesk's stock closed at $293.20, reflecting a +1.99% change from the previous day, underperforming compared to the S&P 500's gain of 3.26% [1] - Over the past month, Autodesk shares have increased by 11.23%, while the Computer and Technology sector gained 4.76% and the S&P 500 gained 3.78% [1] Group 2: Earnings Projections - Autodesk is set to release its earnings report on May 22, 2025, with projected earnings of $2.14 per share, indicating a year-over-year growth of 14.44% [2] - The consensus estimate for quarterly revenue is $1.61 billion, which represents a 13.39% increase from the same period last year [2] - For the full year, analysts expect earnings of $9.48 per share and revenue of $6.92 billion, marking changes of +11.92% and +12.84% respectively from the previous year [3] Group 3: Analyst Estimates and Valuation - Changes in analyst estimates for Autodesk are crucial as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Autodesk as 3 (Hold), with the consensus EPS estimate moving 0.5% lower over the last 30 days [6] - Autodesk's Forward P/E ratio stands at 30.32, which is a premium compared to the industry's average Forward P/E of 28.5 [7] - The company has a PEG ratio of 1.96, which is lower than the Internet - Software industry's average PEG ratio of 2.23 [8] Group 4: Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Company Performance - PagSeguro Digital Ltd. closed at $9.75, reflecting a -1.02% change from the previous day, underperforming the S&P 500 which gained 3.26% [1] - The company's shares increased by 17.4% over the past month, outperforming the Business Services sector's gain of 7.61% and the S&P 500's gain of 3.78% [1] Upcoming Earnings - The upcoming earnings disclosure is expected to show an EPS of $0.29, a decrease of 12.12% compared to the same quarter last year [2] - Revenue is forecasted to be $827.19 million, indicating a 4.91% decline year-over-year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of $1.24 per share and revenue of $3.6 billion, representing year-over-year changes of +2.48% and +3.01%, respectively [3] Analyst Forecasts - Recent revisions to analyst forecasts are crucial as they reflect changes in short-term business dynamics, with positive revisions indicating analysts' confidence in the company's performance [4] Valuation Metrics - PagSeguro Digital Ltd. has a Forward P/E ratio of 7.96, significantly lower than the industry average of 14.59, suggesting it is trading at a discount [7] - The company holds a PEG ratio of 0.71, compared to the Financial Transaction Services industry's average PEG ratio of 1.19 [8] Industry Ranking - The Financial Transaction Services industry, part of the Business Services sector, has a Zacks Industry Rank of 74, placing it in the top 30% of over 250 industries [9]

Company Performance - Costco's stock closed at $1,016.15, reflecting a +0.8% change, which underperformed compared to the S&P 500's gain of 3.26% on the same day [1] - Over the past month, Costco's shares increased by 4.64%, slightly outperforming the Retail-Wholesale sector's gain of 4.56% and the S&P 500's gain of 3.78% [1] Upcoming Earnings Report - Costco is set to release its earnings report on May 29, 2025, with an expected EPS of $4.25, representing a 12.43% increase from the same quarter last year [2] - The consensus estimate for revenue is projected at $63.14 billion, indicating a 7.9% rise from the equivalent quarter last year [2] Full Year Projections - For the full year, the Zacks Consensus Estimates forecast earnings of $17.96 per share and revenue of $274.79 billion, reflecting increases of +11.48% and +7.99% respectively from the prior year [3] Analyst Estimates and Market Sentiment - Recent adjustments to analyst estimates for Costco are being monitored, as they often indicate changes in near-term business trends [4] - Positive estimate revisions are viewed as a sign of optimism regarding the company's business outlook [4] Zacks Rank and Valuation - The Zacks Rank system, which incorporates estimate changes, currently ranks Costco as 2 (Buy), with a recent upward shift of 0.05% in the EPS estimate [6] - Costco's Forward P/E ratio stands at 56.13, significantly higher than the industry's average Forward P/E of 21.7 [6] Industry Context - The Retail - Discount Stores industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 71, placing it in the top 29% of all industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]