Key Takeaways Stocks like CIEN, EVER, PJT and CMC were screened for strong liquidity and asset efficiency.The screen narrowed 7,700 stocks to eight, with these four meeting strict efficiency and growth criteria.Each stock also boasts higher asset utilization than its industry average and solid growth attributes.Liquidity measures a company’s capability to meet short-term debt obligations. Stocks with high liquidity levels have always been in demand, owing to their potential to provide maximum returns. Inves ...

Core Insights - H&R Block (HRB) has a Growth Score of A, indicating strong growth quality and sustainability [1][8] - Earnings are projected to increase by 6% in 2025 and 7.9% in 2026, while revenues are expected to grow by 3.3% in 2025 and 2.4% in 2026 [1][8] Revenue Growth Drivers - Revenue growth is driven by higher volumes in U.S. assisted tax preparation, an increase in net average charge (NAC), and higher company-owned tax return volumes [2][8] - The company generated $204 million in total revenues in Q1 of fiscal 2026, reflecting a 5% year-over-year growth [2] Client Engagement Initiatives - The Second Look offering enhances customer relationships by reviewing clients' past three years' tax returns for missed refund opportunities [2] - The mobile banking platform, Spruc, supports year-round financial wellness, with approximately 476,000 sign-ups and $1.75 billion in customer deposits by the end of fiscal 2025 [3] - Integration of AI-powered technology into DIY tax preparation tools like MyBlock, AI TaxAssist, and TaxProReview improves customer experience without additional charges [4] Risk Factor - H&R Block reported a current ratio of 0.76, which is below the industry average of 0.82, indicating potential challenges in meeting short-term obligations [5]

Group 1: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank of 1 and a PEG ratio of 0.38, significantly lower than the industry average of 1.28 [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 11.7% over the last 60 days [1] - The company possesses a Growth Score of A, indicating strong growth characteristics [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation also holds a Zacks Rank of 1 and has a PEG ratio of 0.66, compared to the industry average of 1.85 [2] - The Zacks Consensus Estimate for Sanmina's current year earnings has seen a substantial increase of 38.9% over the last 60 days [2] - The company has a Growth Score of A, reflecting its strong growth potential [2] Group 3: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation carries a Zacks Rank of 1 and has a PEG ratio of 1.14, which is lower than the industry average of 3.39 [3] - The Zacks Consensus Estimate for Phibro's current year earnings has increased by 9.1% over the last 60 days [3] - The company possesses a Growth Score of B, indicating solid growth characteristics [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 15 Company Summaries The Allstate Corporation (ALL) - The company has a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 23.1% over the last 60 days - Allstate has a PEG ratio of 0.39 compared to the industry average of 1.75 - The company possesses a Growth Score of B [1] Great Lakes Dredge & Dock Corporation (GLDD) - The company also carries a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 7.8% over the last 60 days - Great Lakes Dredge & Dock has a PEG ratio of 1.05 compared to the industry average of 3.08 - The company possesses a Growth Score of A [2] Alarm.com Holdings, Inc. (ALRM) - This company holds a Zacks Rank of 1 - The Zacks Consensus Estimate for current year earnings has increased by 5.5% over the last 60 days - Alarm.com has a PEG ratio of 1.64 compared to the industry average of 2.94 - The company possesses a Growth Score of B [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 4 Group 1: Allstate Corporation (ALL) - Allstate Corporation is an insurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 29.3% over the last 60 days [1] - The company has a PEG ratio of 0.39, significantly lower than the industry average of 1.71 [1] - Allstate possesses a Growth Score of B [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation is a global provider of electronics contract manufacturing services with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 38.9% over the last 60 days [2] - The company has a PEG ratio of 0.64 compared to the industry average of 1.81 [2] - Sanmina possesses a Growth Score of A [2] Group 3: Commercial Metals Company (CMC) - Commercial Metals Company is involved in steel manufacturing and recycling, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 24.4% over the last 60 days [3] - The company has a PEG ratio of 0.42, lower than the industry average of 0.71 [3] - Commercial Metals possesses a Growth Score of B [3]

Group 1: Allstate Corporation (ALL) - Allstate Corporation is an insurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased nearly 27% over the last 60 days [1] - The company has a PEG ratio of 0.41 compared to the industry average of 1.71, indicating strong growth potential [1] - Allstate possesses a Growth Score of B [1] Group 2: Great Lakes Dredge & Dock Corporation (GLDD) - Great Lakes Dredge & Dock Corporation is a dredging services company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [2] - The company has a PEG ratio of 0.96 compared to the industry average of 2.79, suggesting favorable growth characteristics [2] - Great Lakes Dredge & Dock has a Growth Score of A [2] Group 3: Alarm.com Holdings, Inc. (ALRM) - Alarm.com Holdings, Inc. is an IoT and solutions company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 5.5% over the last 60 days [3] - The company has a PEG ratio of 1.63 compared to the industry average of 3.13, indicating a competitive growth outlook [3] - Alarm.com possesses a Growth Score of B [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Dycom Industries, Micron Technology, and Sanmina Corporation [1][2][3] Company Summaries - **Dycom Industries, Inc. (DY)**: - Provides specialty contracting services to the telecommunications sector - Zacks Rank 1 - Current year earnings estimate increased by 4.7% over the last 60 days - PEG ratio of 1.78 compared to the industry average of 2.66 - Growth Score of B [1] - **Micron Technology, Inc. (MU)**: - Engages in memory and storage products - Zacks Rank 1 - Current year earnings estimate increased by 5.9% over the last 60 days - PEG ratio of 0.46 compared to the industry average of 1.24 - Growth Score of A [2] - **Sanmina Corporation (SANM)**: - Global provider of electronics contract manufacturing services - Zacks Rank 1 - Current year earnings estimate increased by 38.9% over the last 60 days - PEG ratio of 0.63 compared to the industry average of 1.86 - Growth Score of A [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on November 25 Company Summaries - **The Allstate Corporation (ALL)**: - Zacks Rank 1 - Current year earnings estimate increased by 30.4% over the last 60 days - PEG ratio of 0.40 compared to the industry average of 1.71 - Growth Score of B [1] - **Great Lakes Dredge & Dock Corporation (GLDD)**: - Zacks Rank 1 - Current year earnings estimate increased by 7.8% over the last 60 days - PEG ratio of 0.90 compared to the industry average of 2.59 - Growth Score of A [2] - **Alarm.com Holdings, Inc. (ALRM)**: - Zacks Rank 1 - Current year earnings estimate increased by 5.5% over the last 60 days - PEG ratio of 1.57 compared to the industry average of 2.94 - Growth Score of B [3]

Core Insights - Liquidity is crucial for a company's ability to meet debt obligations and can drive business growth, making it a key factor for investors [1] - Four top-ranked stocks identified for potential investment are EverQuote, Inc. (EVER), Innodata Inc. (INOD), PJT Partners Inc. (PJT), and GigaCloud Technology Inc. (GCT) [1][9] Liquidity Measures - Current Ratio: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [3] - Quick Ratio: Indicates ability to pay short-term obligations, with a desirable ratio of more than 1 [4] - Cash Ratio: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [5] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; a higher ratio than the industry average indicates efficiency [6] - Growth Score: A proprietary metric ensuring that selected stocks have solid growth potential; stocks with a Growth Score of A or B tend to outperform others [10] Company-Specific Insights - **EverQuote, Inc. (EVER)**: Online insurance marketplace with Q3 revenues of $173.9 million, a 20% year-over-year increase; projected Q4 revenues between $174-$180 million [12][13] - **Innodata Inc. (INOD)**: Data engineering company with Q3 revenues of $62.6 million, up 20% year-over-year; expects significant revenue growth from new contracts [15][16] - **PJT Partners Inc. (PJT)**: Advisory-focused investment bank with Q3 revenues of $447 million, a 37% year-over-year increase; management anticipates strong M&A activity due to favorable market conditions [16][17] - **GigaCloud Technology Inc. (GCT)**: Provides B2B e-commerce solutions with Q3 revenues of $333 million, a 10% year-over-year increase; expects Q4 revenues between $328 million and $344 million [19][20]

Core Viewpoint - Mazda Motor Corp. is facing significant challenges due to President Trump's tariffs, which have resulted in billions in potential headwinds, impacting its quarterly results and overall performance [1]. Group 1: Company Performance - Mazda reported a steep decline in its Growth score, dropping from 90.49 to 50.37 within a week following its fiscal second-quarter results, indicating underperformance in earnings and revenue growth [4]. - The company experienced year-over-year declines in sales and profits, attributing these losses to the tariffs, despite some reductions in tariffs ahead of a U.S.-Japan trade deal [4]. - Mazda suffered an operating loss during the quarter but remains hopeful for a turnaround in the second half of the year [4]. Group 2: Market Impact - The North American region is Mazda's largest market by volume, making it particularly vulnerable to trade and tariff policies [1]. - The stock has remained flat year-to-date but has decreased by 4.19% over the past month following disappointing earnings performance [5].