Latest news with #ValueStocks
Yahoo
15-07-2025
- Business
- Yahoo
FUTU or SPXC: Which Is the Better Value Stock Right Now?
Investors interested in Technology Services stocks are likely familiar with Futu Holdings Limited Sponsored ADR (FUTU) and SPX Technologies (SPXC). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. 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 proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits. Currently, Futu Holdings Limited Sponsored ADR has a Zacks Rank of #1 (Strong Buy), while SPX Technologies has a Zacks Rank of #2 (Buy). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that FUTU is likely seeing its earnings outlook improve to a greater extent. But this is just one factor that value investors are interested in. Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels. Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. FUTU currently has a forward P/E ratio of 20.66, while SPXC has a forward P/E of 27.56. We also note that FUTU has a PEG ratio of 1.16. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. SPXC currently has a PEG ratio of 1.53. Another notable valuation metric for FUTU is its P/B ratio of 5.25. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, SPXC has a P/B of 5.64. These are just a few of the metrics contributing to FUTU's Value grade of B and SPXC's Value grade of C. FUTU stands above SPXC thanks to its solid earnings outlook, and based on these valuation figures, we also feel that FUTU is the superior value option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Futu Holdings Limited Sponsored ADR (FUTU) : Free Stock Analysis Report SPX Technologies, Inc. (SPXC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-07-2025
- Business
- Yahoo
Should WisdomTree U.S. Total Dividend ETF (DTD) Be on Your Investing Radar?
The WisdomTree U.S. Total Dividend ETF (DTD) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market. The fund is sponsored by Wisdomtree. It has amassed assets over $1.39 billion, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Large cap companies typically have a market capitalization above $10 billion. They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies. Value stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. Annual operating expenses for this ETF are 0.28%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 2.03%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. Looking at individual holdings, Us Dollar accounts for about 100% of total assets, followed by Microsoft Corp (MSFT) and Jpmorgan Chase & Co (JPM). The top 10 holdings account for about 122.45% of total assets under management. DTD seeks to match the performance of the WisdomTree U.S. Dividend Index before fees and expenses. The WisdomTree U.S. Dividend Index is a fundamentally-weighted index that defines the dividend-paying portion of the U.S. equity market. The ETF return is roughly 6.87% so far this year and it's up approximately 15.06% in the last one year (as of 07/09/2025). In the past 52-week period, it has traded between $68.45 and $80.93. The ETF has a beta of 0.82 and standard deviation of 14% for the trailing three-year period, making it a medium risk choice in the space. With about 845 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. Total Dividend ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DTD is an excellent option for investors seeking exposure to the Style Box - Large Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $71.32 billion in assets, Vanguard Value ETF has $139.67 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. Total Dividend ETF (DTD): ETF Research Reports JPMorgan Chase & Co. (JPM) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-06-2025
- Automotive
- Yahoo
Aristotle Capital International Equity Sold Magna International (MGA) Due To Reduced Confidence in Its Catalysts
Aristotle Capital Management, LLC, an investment management company, released its 'International Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets started the year on a negative note, with the MSCI ACWI Index down 1.32% in Q1. Meanwhile, the Bloomberg Global Aggregate Bond Index rose 2.64% as global fixed income gained ground. Value stocks outperformed growth stocks, with the MSCI ACWI Value Index surpassing the MSCI ACWI Growth Index by 11.59%. Aristotle Capital International Equity returned 3.62% gross of fees (3.50% net of fees), underperforming the MSCI EAFE Index, which returned 6.86%, and the MSCI ACWI ex USA Index, which returned 5.23%. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Aristotle Capital International Equity Strategy highlighted stocks such as Magna International Inc. (NYSE:MGA). Magna International Inc. (NYSE:MGA) is a leading auto supplier. The one-month return of Magna International Inc. (NYSE:MGA) was 8.22%, and its shares lost 7.46% of their value over the last 52 weeks. On June 27, 2025, Magna International Inc. (NYSE:MGA) stock closed at $38.45 per share, with a market capitalization of $10.875 billion. Aristotle Capital International Equity Strategy stated the following regarding Magna International Inc. (NYSE:MGA) in its Q1 2025 investor letter: "During the quarter, we sold our position in Magna International Inc. (NYSE:MGA) and invested in Fast Retailing. We first invested in Magna International, a Canada based global auto parts, systems and assembly company, in the fourth quarter of 2019. The company, in our opinion, has a unique capability of supplying parts for an increasingly electrified and autonomous fleet of vehicles. This includes Magna's specialty in lightweighting vehicles—a necessity for heavy electric cars—as well as its years of investment in self driving technologies. In addition, with leading market share positions in many of its core markets and products, we believe Magna remains well-positioned to benefit as content-per-vehicle increases and automotive parts and systems become more complex. Though the company continues to meet our Quality and Valuation criteria, we have diminished confidence in its Catalysts. As such, we exited our position in Magna to fund the purchase of Fast Retailing, which we view as a more optimal investment." An assembly line of light trucks in a state-of-the-art manufacturing plant. Magna International Inc. (NYSE:MGA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Magna International Inc. (NYSE:MGA) at the end of the first quarter, which was 16 in the previous quarter. Magna International Inc.'s (NYSE:MGA) first quarter consolidated sales declined 8% to $10.1 billion. While we acknowledge the potential of Magna International Inc. (NYSE:MGA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Magna International Inc. (NYSE:MGA) and shared Hotchkis & Wiley Large Cap Fundamental Value Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of MGA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
30-06-2025
- Business
- Yahoo
Accenture plc (ACN) Declined due to Investors' Concerns Amid Heightened Global Uncertainty
Aristotle Capital Management, LLC, an investment management company, released its 'International Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets started the year on a negative note, with the MSCI ACWI Index down 1.32% in Q1. Meanwhile, the Bloomberg Global Aggregate Bond Index rose 2.64% as global fixed income gained ground. Value stocks outperformed growth stocks, with the MSCI ACWI Value Index surpassing the MSCI ACWI Growth Index by 11.59%. Aristotle Capital International Equity returned 3.62% gross of fees (3.50% net of fees), underperforming the MSCI EAFE Index, which returned 6.86%, and the MSCI ACWI ex USA Index, which returned 5.23%. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Aristotle Capital International Equity Strategy highlighted stocks such as Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a professional services company that provides management consulting, technology, and outsourcing services. The one-month return of Accenture plc (NYSE:ACN) was -6.05%, and its shares lost 2.34% of their value over the last 52 weeks. On June 27, 2025, Accenture plc (NYSE:ACN) stock closed at $295.46 per share, with a market capitalization of $184.028 billion. Aristotle Capital International Equity Strategy stated the following regarding Accenture plc (NYSE:ACN) in its Q1 2025 investor letter: "Accenture plc (NYSE:ACN), the global IT services and consulting firm, was one of the largest detractors during the period. The company reported revenue at the top end of its guided range, supported by solid booking, particularly in large-scale transformational projects from major corporate clients. Despite these results, shares declined as investor sentiment was impacted by continued client caution amid heightened global uncertainty, including concerns around tariffs and consumer sentiment, as well as the U.S. administration's initiative to streamline federal operations, which could result in canceled or delayed government contracts. We believe Accenture is well-positioned to support the federal government's efficiency goals through its expertise and proven track record in delivering innovative, cost-effective solutions. Accenture has also continued to see traction in emerging areas such as generative AI, securing $1.4 billion in new bookings and generating approximately $600 million in related revenue during the quarter. Short-term fluctuations in consulting demand are not unusual, and we remain confident that Accenture's global scale and deep expertise make it well-positioned to continue to provide solutions and deepen its partnerships with many of the world's largest companies as they continue to implement increasingly sophisticated technologies." A team of data experts gathered around a computer monitor analyzing customer data. Accenture plc (NYSE:ACN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the first quarter, which was 79 in the previous quarter. In the first quarter of 2025, Accenture plc (NYSE:ACN) reported a 7% growth in local currency, achieving revenue of $17.7 billion, exceeding the guidance range. While we acknowledge the potential of Accenture plc (NYSE:ACN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Accenture plc (NYSE:ACN) and shared the list of best fundamental stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of ACN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-06-2025
- Business
- Yahoo
AMG vs. CG: Which Stock Is the Better Value Option?
Investors with an interest in Financial - Investment Management stocks have likely encountered both Affiliated Managers Group (AMG) and Carlyle Group (CG). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits. Currently, Affiliated Managers Group has a Zacks Rank of #1 (Strong Buy), while Carlyle Group has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that AMG is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors. Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels. The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value. AMG currently has a forward P/E ratio of 8.24, while CG has a forward P/E of 12.11. We also note that AMG has a PEG ratio of 0.64. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. CG currently has a PEG ratio of 1.06. Another notable valuation metric for AMG is its P/B ratio of 1.33. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, CG has a P/B of 2.78. Based on these metrics and many more, AMG holds a Value grade of A, while CG has a Value grade of C. AMG is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that AMG is likely the superior value option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Affiliated Managers Group, Inc. (AMG) : Free Stock Analysis Report Carlyle Group Inc. (CG) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
