Investors with an interest in Engineering - R and D Services stocks have likely encountered both Babcock International Group PLC (BCKIY) and Sterling Infrastructure (STRL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks R ...

Core Viewpoint - Investors are evaluating Leidos (LDOS) and ServiceNow (NOW) for potential undervalued stock opportunities, with LDOS currently appearing as the more favorable option based on various valuation metrics [1][7]. Valuation Metrics - LDOS has a forward P/E ratio of 16.12, significantly lower than NOW's forward P/E of 50.67, indicating that LDOS may be undervalued relative to its earnings potential [5]. - The PEG ratio for LDOS is 2.10, while NOW's PEG ratio is slightly higher at 2.13, suggesting that LDOS offers a better balance between price and expected earnings growth [5]. - LDOS has a P/B ratio of 4.86 compared to NOW's P/B of 16.19, further supporting the argument that LDOS is more attractively valued [6]. Zacks Rank and Value Grades - LDOS holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent estimate revisions, while NOW has a Zacks Rank of 3 (Hold) [3]. - In terms of value grades, LDOS has a Value grade of B, whereas NOW has a Value grade of F, highlighting LDOS's stronger position in terms of value investing metrics [6]. Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, LDOS is positioned as the superior choice for value investors compared to NOW [7].

Core Insights - Intercorp Financial Services Inc. (IFS) is currently more attractive to value investors compared to Brookfield Asset Management (BAM) based on various valuation metrics and earnings estimate revisions [1][3][7] Valuation Metrics - IFS has a forward P/E ratio of 8.74, significantly lower than BAM's forward P/E of 38.52, indicating that IFS is undervalued relative to BAM [5] - The PEG ratio for IFS is 0.36, while BAM's PEG ratio is 2.20, suggesting that IFS has a better growth outlook relative to its valuation [5] - IFS has a P/B ratio of 1.42 compared to BAM's P/B of 11.16, further indicating that IFS is more attractively priced [6] Earnings Estimate Revisions - IFS has a Zacks Rank of 2 (Buy), reflecting positive earnings estimate revisions, while BAM has a Zacks Rank of 4 (Sell), indicating a less favorable earnings outlook [3][7] - The stronger estimate revision activity for IFS suggests a more favorable earnings outlook compared to BAM [7]

Core Viewpoint - Andrew Left, founder of Citron Research, has initiated a short position on Palantir Technologies, labeling the stock as "beyond overvalued" and targeting retail investors, similar to his previous short on GameStop [1][2]. Company Valuation - Left argues that Palantir's stock is overvalued based on various metrics, stating that even if it were the best company, its current valuation exceeds reasonable multiples [3]. - The forward price-to-earnings ratio of Palantir is highlighted as being over 200x, indicating a significant overvaluation [3]. Market Context - Left's short call comes after a period of significant stock market activity, with Amazon and First Solar stocks rising 34% and 52% respectively since his previous recommendations [5]. - Palantir's stock was down 1.4% to $184.37 on the day of the announcement, having reached an all-time high of $189.46 during intraday trading [8]. Competitive Landscape - Left mentions Databricks as a competitor to Palantir, noting that Databricks has more customers and could be a company to watch when it goes public [8]. Investment Strategy - Left maintains a balanced portfolio, being long on Amazon and Apple while shorting Palantir, indicating a diversified investment approach [6]. - He also expresses optimism about Rocket Companies, which he believes has potential catalysts for growth [7].

Core Insights - Visteon (VC) is currently rated as a Strong Buy (1) while Ferrari (RACE) holds a Buy (2) rating, indicating a stronger improvement in VC's earnings outlook compared to RACE [3] - Value investors utilize various valuation metrics to assess whether a company is undervalued, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - Visteon has a forward P/E ratio of 14.06, significantly lower than Ferrari's forward P/E of 42.88, suggesting that VC may be more attractively priced [5] - The PEG ratio for Visteon is 4.72, while Ferrari's PEG ratio is slightly higher at 4.82, indicating that both companies have similar expected EPS growth rates [5] - Visteon's P/B ratio stands at 2.17, in stark contrast to Ferrari's P/B ratio of 26.85, further highlighting VC's relative undervaluation [6] Value Grades - Visteon has received a Value grade of A, while Ferrari has a Value grade of F, indicating that VC is perceived as a superior value option based on its solid earnings outlook and favorable valuation metrics [6]

Core Viewpoint - Investors in the Leisure and Recreation Products sector should consider Yeti (YETI) as a more attractive option compared to Pool Corp. (POOL) due to its better valuation metrics and earnings outlook [1]. Valuation Metrics - YETI has a forward P/E ratio of 15.11, significantly lower than POOL's forward P/E of 28.01, indicating that YETI may be undervalued [5]. - The PEG ratio for YETI is 2.17, while POOL's PEG ratio is 4.21, suggesting that YETI has a more favorable earnings growth outlook relative to its price [5]. - YETI's P/B ratio stands at 3.29, compared to POOL's P/B of 8.81, further supporting the notion that YETI is undervalued [6]. Analyst Outlook - YETI currently holds a Zacks Rank of 2 (Buy), reflecting a positive earnings estimate revision trend, while POOL has a Zacks Rank of 4 (Sell), indicating a less favorable outlook [3]. - The solid earnings outlook for YETI, combined with its superior valuation metrics, positions it as the better value option in the sector [7].

Core Viewpoint - Puma Biotech (PBYI) has shown strong stock performance, with a 40.6% increase over the past month and a 59% gain since the start of the year, outperforming the Zacks Medical sector and the Zacks Medical - Biomedical and Genetics industry [1] Financial Performance - Puma Biotech has consistently beaten earnings estimates, reporting an EPS of $0.15 against a consensus estimate of $0.11 in its last earnings report [2] - For the current fiscal year, the company is expected to post earnings of $0.65 per share on revenues of $216.32 million, reflecting a -16.67% change in EPS and a -6.15% change in revenues [3] - For the next fiscal year, earnings are projected to be $0.50 per share on revenues of $235.8 million, indicating a year-over-year change of -22.31% in EPS and a 9.01% increase in revenues [3] Valuation Metrics - Puma Biotech has a Value Score of A, with Growth and Momentum Scores of B and C respectively, resulting in a combined VGM Score of A [6] - The stock trades at 7.5X current fiscal year EPS estimates, significantly lower than the peer industry average of 21.2X, and at 5.7X trailing cash flow compared to the peer group's average of 14.9X, positioning it favorably for value investors [7] Zacks Rank - Puma Biotech holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend, making it a suitable choice for investors looking for stocks with strong potential [8]

Core Insights - Bunzl PLC (BZLFY) currently presents a better value opportunity compared to Mondelez (MDLZ) based on various financial metrics and rankings [1][3][7] Valuation Metrics - Bunzl PLC has a forward P/E ratio of 12.78, significantly lower than Mondelez's forward P/E of 20.59, indicating that Bunzl may be undervalued [5] - The PEG ratio for Bunzl is 1.18, while Mondelez has a PEG ratio of 4.72, suggesting that Bunzl offers better growth potential relative to its price [5] - Bunzl's P/B ratio stands at 2.83 compared to Mondelez's P/B of 3.08, further supporting the argument that Bunzl is more attractively valued [6] Earnings Estimates - Bunzl holds a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions, while Mondelez has a Zacks Rank of 3 (Hold), suggesting a less favorable outlook [3][7] - The stronger estimate revision activity for Bunzl indicates an improving earnings outlook compared to Mondelez [7]

Core Viewpoint - New York Times Co. (NYT) has shown strong stock performance, with a 3.2% increase over the past month and an 11.8% gain since the start of the year, outperforming both the Zacks Consumer Staples sector and the Zacks Publishing - Newspapers industry [1] Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $0.58 against a consensus estimate of $0.50 in its last earnings report on August 6, 2025 [2] - For the current fiscal year, NYT is projected to achieve earnings of $2.24 per share on revenues of $2.77 billion, reflecting an 11.44% increase in EPS and a 7.08% increase in revenues [3] - The next fiscal year forecasts earnings of $2.40 per share on revenues of $2.95 billion, indicating year-over-year changes of 7.18% and 6.39%, respectively [3] Valuation Metrics - NYT's stock trades at 26 times the current fiscal year EPS estimates, aligning with the peer industry average, while on a trailing cash flow basis, it trades at 22.4 times compared to the peer group's average of 19 times [7] - The stock has a PEG ratio of 1.52, which does not position it among the top value stocks [7] Style Scores and Zacks Rank - NYT has a Value Score of C, with Growth and Momentum Scores rated A, resulting in a combined VGM Score of B [6] - The stock holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - NYT meets the criteria for selection based on Zacks Rank and Style Scores, suggesting potential for further stock price appreciation in the near term [9]

Core Viewpoint - REV Group (REVG) has shown strong stock performance, with a 56.9% increase since the beginning of the year, outperforming the Zacks Transportation sector and the Zacks Transportation - Services industry [1][2]. Financial Performance - REV Group has consistently beaten earnings estimates, reporting EPS of $0.7 against a consensus estimate of $0.59 in its last earnings report [2]. - For the current fiscal year, REV Group is projected to achieve earnings of $2.45 per share on revenues of $2.41 billion, reflecting a 54.09% increase in EPS and a 1.07% increase in revenues [3]. - The next fiscal year forecasts earnings of $3.36 per share on revenues of $2.6 billion, indicating a year-over-year change of 37.01% in EPS and 7.89% in revenues [3]. Valuation Metrics - REV Group has a Value Score of B, a Growth Score of A, and a Momentum Score of F, resulting in a combined VGM Score of B [6]. - The stock trades at 20.4 times the current fiscal year EPS estimates, which is above the peer industry average of 18.8 times [6]. - On a trailing cash flow basis, the stock trades at 26.1 times compared to the peer group's average of 7.5 times, indicating a premium valuation [6]. Zacks Rank - REV Group holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, suggesting potential for further stock price appreciation [7]. - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B positions REV Group favorably for investors [7].