Validea

MARCH 20, 2025

Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $100.36 $3,807 10.5 Take a Free Trial Today! Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. 3.6% -5.3%

Valuation 52

Valuation Debt Management Assets Investing 52

Validea

OCTOBER 18, 2023

What do you see when you look inside your portfolio so far this year? Many of these names are the most widely held stocks across individual investor and professional portfolios. Do you have a broad, diverse set of winning positions or are most of your gains in just a few stocks. Amazon (AMZN) AMAZON.COM, INC.

Valuation 115

Valuation Sales Portfolio Investments 115

Validea

MARCH 27, 2025

By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Inventory/Sales Ratio Highlights companies efficiently managing inventorya key sign of healthy operations. cumulative return , outperforming the S&P 500 by 667.4%.

Investing 80

Investing Investments Banking Portfolio 80

Validea

JANUARY 15, 2025

Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2

Valuation 52

Valuation Insurance Accounting Economics 52

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Adequate Company Size (Sales $1 Billion) Large, established businesses are typically less risky and more stable than smaller, unproven firms. Example : A P/B ratio of 1.3 combined with a P/E of 11.1

Valuation 52

Valuation Investing Investments Portfolio 52

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investments 62

Investments Investing Valuation Advertising 62

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors can discover quality businesses at attractive prices. TMHC TAYLOR MORRISON HOME CORP 100 $59.49 $6,052 7.2

Valuation 52

Valuation Education Retail Sales 52

Validea

JANUARY 21, 2025

By focusing on both factors simultaneously, investors can discover high-quality companies trading at reasonable valuations. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Return on Capital Earnings Yield BMBL Bumble Inc. 7.70 $833 9.5 6.22 $444 5.3

Valuation 52

Valuation Portfolio Sales Marketing 52

Validea

MARCH 7, 2025

Inventory & Accounts Receivable Control The model favors companies that maintain steady inventory and receivables relative to sales, signaling operational efficiency. A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive.

Portfolio 52

Portfolio Sales Investing Investments 52

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 305

Valuation Investments Investing Engineering 305

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. There are many reasons for LP sales, but some include an LP seeking liquidity or an exit from a fund thats underperforming.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Its just basic math.

Marketing 66

Marketing Marketing Sales Portfolio 66

The Big Picture

SEPTEMBER 25, 2024

. ~~~ About Jeremy Schwartz: Jeremy Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies, and multi-asset Model Portfolios. But when you buy a broad market portfolio, You’re getting that diversification.

Investments 173

Investments Investing Portfolio Assets 173

Validea

MARCH 1, 2025

After a company satisfies these rigorous requirements, the final consideration is market valuation, waiting for favorable entry points that promise enduring value. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility. FIX COMFORT SYSTEMS USA, INC.

Debt Management 52

Debt Management Valuation Investing Investments 52

Validea

JANUARY 18, 2025

Valuation metrics provide the final filter. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Long-Term EPS Growth CEIX CONSOL Energy Inc. Long-term growth is another key factor. 70.00 $2,500 8.5 CRI Carters Inc. 80.00 $3,500 12.0 LBRT Liberty Energy Inc.

Valuation 52

Valuation Investments Investing Banking 52

Validea

FEBRUARY 27, 2025

By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. Ticker Company Name Earnings Yield Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Return on Capital Earnings Yield BMBL BUMBLE INC 100 $5.28 $571 13.6

Valuation 52

Valuation Portfolio Investing Investments 52

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. Factors like government stimulus and attractive valuations may be driving this trend.

Valuation 52

Valuation Marketing Marketing Government 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investments 162

Investments Investing Portfolio Valuation 162

Trade Brains

JULY 28, 2023

Tata Elxsi’s sales growth has declined consecutively for the last 4 quarters. Let’s understand this from an example a company generated sales of 10 Lakhs in the previous year and then achieved 20 lakhs the next year and 40 lakhs a year after that. In the last 5 years, the company sales and net profit has grown by 18% and 26% CAGR.

Retail 96

Retail Sales Valuation Consulting 96

Trade Brains

OCTOBER 28, 2024

The company has a diverse portfolio of beauty, personal care, and fashion products, including owned brand products manufactured by it. Allied Blenders and Distillers is the third-largest Indian-made foreign liquor (IMFL) company by annual sales volumes from FY14 to FY22 with an 11.8% market share in the Indian whisky market in FY23.

Medical 90

Medical Manufacturing Engineering Valuation 90

Zajac Group

JANUARY 24, 2025

Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. A qualified sale is taxed at the more favorable long-term capital gains rates (which are capped at 20%).

Taxes 52

Taxes Portfolio Investments Investing 52

Random Roger's Retirement Planning

MAY 2, 2024

Finomial looked at the excess return generated long only factors like momentum, quality, various valuation metrics and I would add covered call fund to this discussion too. We've looked at a lot of factor blends in pursuit of better risk adjusted portfolio construction without much luck. A few different things for this post.

Portfolio 83

Portfolio Asset Allocation Investing Investments 83

Carson Wealth

FEBRUARY 26, 2024

Sales more than tripled compared to one year ago, clocking in at $22.1 Every segment reported higher than expected sales. Earnings, Not Rising Valuations, Driving Magnificent Seven Stock Gains Of course, NVIDIA’s stock movement has been strong. billion versus $6.2 billion in the fourth quarter of 2022.

Marketing 96

Marketing Marketing Valuation Economy 96

Validea

AUGUST 26, 2022

Our value composite combines the P/E Ratio, Price/Sales, Price/Cash Flow, Price/Book, EV/EBITDA and shareholder yield. As many high-flying stocks are derated and investors jump ship due to stagflation fears, value stocks will be in favor, says Douglas Maple-Brown of Maple-Brown Abbott, adding that valuations still have a ways to fall.

Investments 59

Investments Investing Valuation Portfolio Management 59

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. IBM loses to QCOM based on valuation. Pull up a five year chart on them compared to the rest of the market and you’ll see a picture of growth.

Investments 101

Investments Investing Portfolio Assets 101

Trade Brains

NOVEMBER 6, 2023

In FY23, Commercial Vehicle Sales stood at 9,62,468 units. Fixed costs held down the margins in FY21 and FY22 and the margin recovered in FY23 due to sales recovery. With the amount of sales attributable to the market’s demand, The increase in margins is likely to stay intact with volume. Net Profit 2022-23 5,028.98

Planning 105

Planning Transportation Engineering Manufacturing 105

Validea

OCTOBER 24, 2024

For larger companies (over $1B in sales), Lynch wanted P/E ratios below 40 to avoid overvalued situations. Lynch’s methodology helps identify tech stocks that maintain reasonable valuations despite their growth characteristics. based on 24.9% historical EPS growth rate P/E of 22.9 is reasonable for $26.8B growth P/E of 22.2

Electronics 52

Electronics Valuation Sales Manufacturing 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Net margins show the percentage of top-line sales/revenues that become earnings (profit) after expenses. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. And so that then led to the sale of that business in the late 1990s to Credit Suisse.

Assets 173

Assets Management Portfolio Marketing 173

Validea

AUGUST 6, 2024

Valuation : Once a company meets the fundamental criteria, the strategy looks to buy stocks at attractive prices based on long-term valuation metrics. Despite Buffett’s continued sale of Apple, it remains the top stock on our list.

Valuation 52

Valuation Sales Portfolio Investing 52

Trade Brains

APRIL 3, 2023

Hagstrom describes the necessary aspects to achieve similar success like Buffett that you can apply immediately to your own portfolio. At a supermarket, both glamorous and cheap products (on sale) are available. There’s also a long version of the valuation concept written by the same author, named Valuation by Damodaran.

Investing 98

Investing Investments Valuation Education 98

Validea

JUNE 9, 2023

Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity to include battered tech stocks into their portfolios, contends an article in Barron’s.

Valuation 52

Valuation Portfolio Economy Management 52

Validea

JUNE 9, 2023

Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity to include battered tech stocks into their portfolios, contends an article in Barron’s.

Valuation 52

Valuation Portfolio Economy Management 52

Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 trillion ($112 billion). million shares from current owners.

Banking 111

Banking Financial Services Insurance Assets 111

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

FEBRUARY 16, 2024

As we delve into the intricate details of Azad Engineering Limited, we’ll investigate whether this seemingly high valuation aligns with the company’s underlying business prospects. For Fiscal 2023, the exports and domestic sales contributed around ₹2,023.08 It has also manufactured and delivered 3.09 million and ₹493.67

Engineering 111

Engineering Manufacturing Certification Sales 111