Validea

MARCH 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3 3.6% -5.3% BZH BEAZER HOMES USA INC 100 $22.16 $691 5.6 7.9% -0.4%

Valuation 52

Valuation Debt Management Assets Investing 52

Validea

MARCH 1, 2025

Management effectiveness is evaluated by their ability to produce at least a 12% return on retained earnings, demonstrating wise use of shareholders’ capital. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility.

Debt Management 52

Debt Management Valuation Investing Investments 52

Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. and the company carries minimal debt. Management has generated a 22.7% Value Proposition : Despite strong growth, each trades at reasonable valuations with PEG ratios well below 1.0,

Financial Services 52

Financial Services Valuation Banking Debt Management 52

The Big Picture

JANUARY 27, 2025

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. And keeping that in mind that, that, you know, that’s the fundamental for all investments and what investments that are people are made and ultimately valuations.

Assets 147

Assets Insurance Management Investing 147