Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Northwest Natural (NWN) is highlighted as a recommended stock with 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 being particularly desirable [4] - Northwest Natural's projected EPS growth for this year is 23.4%, significantly higher than the industry average of 9.3% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Northwest Natural's year-over-year cash flow growth is 4.9%, outperforming the industry average of -0.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 7.2%, compared to the industry average of 7% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Northwest Natural has seen a 1.4% increase in current-year earnings estimates over the past month [8] Group 5: Overall Positioning - Northwest Natural has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - McKesson is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16%, with projected EPS growth of 12.6% this year, significantly outperforming the industry average of 1.3% [5] - McKesson's sales are expected to grow by 13% this year, compared to the industry average of 1.1% [7] Group 2: Key Metrics - The asset utilization ratio for McKesson is 4.95, indicating that the company generates $4.95 in sales for every dollar in assets, which is substantially higher than the industry average of 0.72 [6] - The current-year earnings estimates for McKesson have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [9] Group 3: Investment Potential - McKesson has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [11]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility. Pro-Dex, Inc. (PDEX) is highlighted as a promising growth stock based on its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Pro-Dex has a historical EPS growth rate of 9.1%, but the projected EPS growth for this year is expected to be 368.3%, significantly surpassing the industry average of 8.2% [4]. - Double-digit earnings growth is preferred by growth investors, indicating strong prospects for stock price gains [3]. Group 2: Asset Utilization - Pro-Dex has an asset utilization ratio (sales-to-total-assets ratio) of 1.11, indicating that the company generates $1.11 in sales for every dollar in assets, compared to the industry average of 0.8, showcasing higher efficiency [5]. Group 3: Sales Growth - The company's sales are projected to grow by 24.4% this year, which is substantially higher than the industry average of 2.5% [6]. Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Pro-Dex, with the Zacks Consensus Estimate for the current year increasing by 22.2% over the past month, indicating favorable market sentiment [8][7]. Group 5: Overall Positioning - Pro-Dex has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance in the growth stock category [10].

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 04 Jun 2025 08:18:47 ET │ 68 pages Global Quantitative Insights Macro Maelstrom CITI'S TAKE Growth continued to be bid in May, with the MSCI World back in the black after prior underperformance. Growth (+4.2%) and Low Risk (-4.8%) styles were mainly traded across developed markets. Investment flow momentum shifted towards Europe from the US, reflecting a rebalancing of risk. Flows into the US have decelerated this year, while Europe has seen increased inflows since February, ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility [1] Group 1: Company Overview - McKesson (MCK) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16%, with projected EPS growth of 12.5% this year, surpassing the industry average of 8.2% [4] Group 2: Key Growth Metrics - The asset utilization ratio for McKesson is 4.95, indicating that the company generates $4.95 in sales for every dollar in assets, significantly higher than the industry average of 0.77 [5] - McKesson's sales are expected to grow by 13% this year, compared to the industry average of 3.2% [6] Group 3: Earnings Estimate Revisions - There is a positive trend in earnings estimate revisions for McKesson, with the current-year earnings estimates increasing by 1.7% over the past month [7] Group 4: Investment Positioning - McKesson has achieved a Growth Score of A and a Zacks Rank of 2, positioning it well for potential outperformance in the growth stock category [9]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves significant risk and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - BJ's Wholesale Club is currently 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 being particularly attractive [3] - BJ's historical EPS growth rate stands at 10.4%, with projected EPS growth of 6% this year, surpassing the industry average of 4.6% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling expansion without relying on external funding [5] - BJ's year-over-year cash flow growth is currently at 5.3%, exceeding the industry average of 3.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 17.1%, compared to the industry average of 5.5% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - BJ's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 1.5% over the past month [7] Group 5: Overall Assessment - BJ's has achieved a Zacks Rank of 2 and a Growth Score of A, indicating its potential as a solid choice for growth investors [9]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Intuit (INTU) is highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2][9] Group 2: Earnings Growth - Intuit's historical EPS growth rate stands at 15.4%, with projected EPS growth of 18% this year, significantly surpassing the industry average of 10.9% [4][3] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Intuit is currently 15.7%, exceeding the industry average of 9.9% [5] - Over the past 3-5 years, Intuit's annualized cash flow growth rate has been 19.2%, compared to the industry average of 10.3% [6] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Intuit, with the Zacks Consensus Estimate for the current year increasing by 4.1% over the past month [7][9]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style S ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Lam Research (LRCX) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - Lam Research has a historical EPS growth rate of 11.2%, but projected EPS growth for this year is significantly higher at 33.2%, outperforming the industry average of 16.1% [5][4]. Asset Utilization Ratio - The company's asset utilization ratio stands at 0.88, indicating that it generates $0.88 in sales for every dollar in assets, which is notably higher than the industry average of 0.49. Additionally, Lam Research's sales are expected to grow by 22.1% this year, compared to the industry average of 4.2% [7][6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Lam Research, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month, which is correlated with potential near-term stock price movements [8][10]. Overall Positioning - With a Zacks Rank of 2 (Buy) and a Growth Score of B, Lam Research is well-positioned for outperformance in the growth stock category, making it an attractive option for growth investors [10].

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks w ...