Group 1: Sanmina (SANM) - Sanmina is a global provider of electronics contract manufacturing services [1] - The company has a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 38.9% over the last 60 days [1] - Sanmina has a PEG ratio of 0.64 compared to the industry average of 1.79 [1] - The company possesses a Growth Score of A [1] Group 2: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US [2] - The company has a Zacks Rank 1 (Strong Buy) [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.9% over the last 60 days [2] - Great Lakes Dredge & Dock has a PEG ratio of 1.02 compared to the industry average of 3.09 [2] - The company possesses a Growth Score of A [2] Group 3: Commercial Metals (CMC) - Commercial Metals manufactures, recycles, and markets steel and metal products [3] - The company has a Zacks Rank 1 (Strong Buy) [3] - The Zacks Consensus Estimate for its current year earnings has increased by 21.3% over the last 60 days [3]

Core Viewpoint - Great Lakes Dredge & Dock Corporation (GLDD) is positioned to benefit from increased coastal and port infrastructure spending in the U.S., with a significant dredging backlog indicating strong demand for capital and coastal protection projects [2][10]. Group 1: Market Opportunities - As of September 30, 2025, GLDD's total dredging backlog is $934.5 million, with approximately 84% allocated to capital and coastal protection projects, highlighting the market's strength in these areas [2][10]. - Notable projects include the Port Arthur LNG Phase 1, the Brownsville Ship Channel project, and Woodside Louisiana LNG, with dredging expected to start in early 2026 [3]. - Despite challenges from the current government shutdown, GLDD's operations remain unaffected, with ongoing bidding and payments [3]. Group 2: Company Developments - GLDD is enhancing its revenue visibility through a multi-year fleet modernization strategy, recently adding its sixth hopper dredge, Amelia Island, which optimizes operations for shallow and narrow coastal environments [4]. - The upcoming delivery of the Acadia in early 2026 will expand GLDD's market into offshore energy and subsea infrastructure protection, providing additional long-term growth opportunities [4]. Group 3: Competitive Landscape - GLDD faces competition from Orion Group Holdings, Inc. and Limbach Holdings, Inc., but maintains a strong market presence in coastal resilience, port deepening, and LNG-related dredging [6]. - Orion Group offers similar marine construction services but GLDD's newer hopper fleet provides operational advantages in specific coastal restoration projects [7]. - Limbach Holdings operates in a different market segment, resulting in limited direct competition with GLDD [8]. Group 4: Stock Performance and Valuation - GLDD shares have increased by 13.5% over the past three months, outperforming the Zacks Building Products - Heavy Construction industry and the S&P 500 index [9][10]. - The stock is currently trading at a forward P/E ratio of 12.41, indicating a discount compared to industry peers, which may be attractive for investors [12]. - Earnings estimates for 2025 have slightly decreased to $1.09, while estimates for 2026 have increased, reflecting a 29.8% year-over-year growth for 2025 [13][14].

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 19 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 22.7% over the last 60 days - Allstate's PEG ratio is 0.39, significantly lower than the industry average of 1.73 - 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 6.9% over the last 60 days - Great Lakes Dredge & Dock has a PEG ratio of 1.01, compared to the industry average of 2.99 - 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 1.65, lower than the industry average of 2.85 - 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 17 [1][2][3] Company Summaries - **The Allstate Corporation (ALL)**: - Zacks Rank: 1 - Current year earnings estimate increased by 22.7% over the last 60 days - PEG ratio: 0.40 (industry average: 1.75) - Growth Score: 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: 1.06 (industry average: 3.11) - Growth Score: 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: 1.62 (industry average: 2.83) - Growth Score: B [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]

Group 1: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US, focusing on maintaining and deepening shipping channels, land reclamation, and storm-damaged coastline restoration [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a Zacks Consensus Estimate for its current year earnings increase by 8.1% over the last 60 days [1] - Great Lakes Dredge & Dock has a PEG ratio of 1.9, which is lower than the industry average of 3.1, and possesses a Growth Score of A [2] Group 2: Primoris Services (PRIM) - Primoris Services is one of the largest specialty contractors and infrastructure companies in the United States [2] - The company also carries a Zacks Rank of 1 and has experienced a Zacks Consensus Estimate for its current year earnings increase of 9.1% over the last 60 days [2] - Primoris Services has a PEG ratio of 1.11 compared to the industry average of 3.35, and it holds a Growth Score of A [3] Group 3: Commercial Metals (CMC) - Commercial Metals manufactures, recycles, and markets steel and metal products, along with related materials and services [3] - The company has a Zacks Rank of 1 and has seen a significant increase in the Zacks Consensus Estimate for its current year earnings by 24.4% over the last 60 days [3] - Commercial Metals has a PEG ratio of 0.44, which is considerably lower than the industry average of 1.31, and it possesses a Growth Score of B [4]

Group 1: Alarm.com Holdings, Inc. (ALRM) - Alarm.com Holdings is an IoT and solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.5% over the last 60 days [1] - The company has a PEG ratio of 1.64 compared to the industry average of 3.10, indicating strong growth potential [1] - Alarm.com Holdings possesses a Growth Score of B [1] Group 2: Micron Technology, Inc. (MU) - Micron Technology is a semiconductor company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 7% over the last 60 days [2] - The company has a PEG ratio of 0.47 compared to the industry average of 1.42, suggesting significant growth potential [2] - Micron Technology possesses a Growth Score of A [2] Group 3: Great Lakes Dredge & Dock Corporation (GLDD) - Great Lakes Dredge & Dock Corporation is a dredging services provider with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [3] - The company has a PEG ratio of 0.99 compared to the industry average of 2.90, indicating favorable growth prospects [3] - Great Lakes Dredge & Dock Corporation possesses a Growth Score of A [3]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors to consider on December 3 Group 1: Micron Technology, Inc. (MU) - Micron Technology is a semiconductor company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 7% over the last 60 days [1] - The company has a PEG ratio of 0.49, significantly lower than the industry average of 1.41 [1] - Micron Technology possesses a Growth Score of A [1] Group 2: Great Lakes Dredge & Dock Corporation (GLDD) - Great Lakes Dredge & Dock Corporation is a dredging services provider 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 0.97, compared to the industry average of 2.91 [2] - Great Lakes Dredge & Dock Corporation possesses a Growth Score of A [2] Group 3: Universal Health Services, Inc. (UHS) - Universal Health Services is a healthcare services company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 6.8% over the last 60 days [3] - The company has a PEG ratio of 0.81, which is lower than the industry average of 0.96 [3] - Universal Health Services possesses a Growth Score of B [3]

Group 1: Alarm.com Holdings, Inc. (ALRM) - Alarm.com Holdings is an IoT and solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.5% over the last 60 days [1] - The company has a PEG ratio of 1.63, compared to 3.18 for the industry, indicating strong growth potential [1] - Alarm.com Holdings possesses a Growth Score of B [1] Group 2: Micron Technology, Inc. (MU) - Micron Technology is a semiconductor company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 7% over the last 60 days [2] - The company has a PEG ratio of 0.48, compared to 1.41 for the industry, suggesting favorable growth characteristics [2] - Micron Technology possesses a Growth Score of B [2] Group 3: Great Lakes Dredge & Dock Corporation (GLDD) - Great Lakes Dredge & Dock Corporation is a dredging services provider with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [3] - The company has a PEG ratio of 0.97, compared to 2.81 for the industry, indicating strong growth potential [3] - Great Lakes Dredge & Dock Corporation possesses a Growth Score of A [3]

Core Insights - Investors primarily utilize price-to-earnings (P/E) and price-to-sales (P/S) ratios for stock evaluation, while the price-to-book (P/B) ratio serves as an additional metric for identifying undervalued stocks with growth potential [1][5][10] Group 1: P/B Ratio and Its Importance - The P/B ratio is defined as the ratio of stock price to book value, calculated as market capitalization divided by book value of equity [2] - A P/B ratio of less than one indicates that a stock is trading below its book value, suggesting it may be undervalued and a good buy [5] - Conversely, a P/B ratio greater than one suggests the stock may be overvalued [5][6] Group 2: Book Value Definition - Book value represents the total value remaining for shareholders if a company were to liquidate its assets after settling all liabilities [3] - It is calculated by subtracting total liabilities from total assets, equating to common stockholders' equity on the balance sheet [4] Group 3: Limitations of P/B Ratio - The P/B ratio is particularly useful for industries with tangible assets, such as finance and manufacturing, but may be misleading for companies with high R&D expenses or significant debt [8] - A low P/B ratio could indicate weak asset returns or overstated assets, while a high P/B may suggest a company is a takeover target [7] Group 4: Stocks with Low P/B Ratios - StoneCo (STNE) has a low P/B ratio with a projected 3-5 year EPS growth rate of 30.3% and a Zacks Rank of 2 [9][15] - Great Lakes Dredge & Dock (GLDD) also features a low P/B ratio with a projected EPS growth rate of 12.0% and a Zacks Rank of 1 [9][16] - Keros Therapeutics (KROS) is highlighted with a projected EPS growth rate of 23.6% and a Zacks Rank of 1 [9][20] Group 5: Screening Parameters for Investment - Screening for stocks involves comparing P/B, P/S, and P/E ratios against industry medians to identify attractive investment opportunities [11][12][13] - A PEG ratio of less than 1 indicates undervaluation relative to future growth prospects [13] - Stocks should have a minimum trading price of $5 and a substantial average trading volume for liquidity [14]