Home Manufacturer fund Validea Peter Lynch Daily Strategy Update Report – 09/11/2021

Validea Peter Lynch Daily Strategy Update Report – 09/11/2021

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THere are today’s updates for Validea’s P / E / Growth Investor model based on Peter Lynch’s published strategy. This strategy looks for stocks that are trading at a reasonable price relative to earnings growth and that also have strong balance sheets.

AXOS FINANCIAL INC (AX) is a mid-cap value in the Regional Banks sector. The rating according to our strategy based on Peter Lynch has increased from 72% to 80% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Axos Financial Inc. is the holding company of Axos Bank (the Bank). The Bank is a diversified financial services company. The Bank provides banking products to individuals and businesses through its branchless, low-cost distribution channels and affinity partners. The Bank has deposit and loan clients, including consumer and business checking accounts, savings and term deposit accounts, and financing for single and multi-family residential properties, small and medium-sized businesses in target sectors and selected specialized financial claims. The Bank distributes its deposit products through a range of retail distribution channels, and its deposits consist of current accounts, savings and term deposits. Its mortgage-backed securities primarily consist of mortgage debt securities issued by government-sponsored entities and agency-less secured mortgage bonds and mortgage-backed securities issued by private sponsors.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PER RATIO ADJUSTED TO RETURN TO GROWTH (PEG): PAST
EARNINGS PER SHARE: PAST
TOTAL DEBT / EQUITY RATIO: NEUTRAL
EQUITY / ASSETS RATIO: PAST
RETURN ON ASSETS: PAST
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH : BONUS PASS

Detailed analysis of AXOS FINANCIER INC

Comprehensive Guru Analysis for AX

Full Factor Report for AX

GIBRALTAR INDUSTRIES INC (ROCK) is a mid-cap growth share of Constr. – Industry of supplies and accessories. The rating according to our strategy based on Peter Lynch has increased from 87% to 91% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Gibraltar Industries, Inc., incorporated September 17, 1993, a manufacturer and supplier of products and services to the renewable energy, conservation, residential and infrastructure markets. The Company’s segments include residential products, renewable energy, and conservation and infrastructure products. The Company serves clients primarily in North America, including renewable energy (solar) developers, institutional and commercial food and plant producers, home improvement retailers, wholesalers, distributors and contractors. The Company provides solutions to customers: shelving, foundations and electrical systems for solar photovoltaic (PV) systems, commercial growing greenhouses and processing extraction technology for organic food and other plants; roof-related ventilation to promote healthy domestic environments; mail and parcel storage for homes and retail locations; and structural supports and expansion joints for bridges and other transport structures.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PER / GROWTH RATIO: PAST
SALES AND P / E Ratio: PAST
INVENTORY FOR SALE: PAST
BPA GROWTH RATE: PAST
TOTAL DEBT / EQUITY RATIO: PAST
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH : NEUTRAL

Detailed analysis of GIBRALTAR INDUSTRIES INC

Full Guru Analysis for ROCK

Full Factor Report for ROCK

More details on Validea’s Peter Lynch strategy

Ideas for action Peter Lynch

About Peter Lynch: Perhaps the greatest mutual fund manager of all time, Lynch guided Fidelity Investment’s Magellan fund to an average annual return of 29.2% from 1977 until his retirement in 1990, nearly doubling the 15.8% annual return of the S&P 500 during that period. Lynch’s sane approach and quick-wittedness have made him one of Wall Street’s top-rated investors. (“Pick a business that any idiot can run – because sooner or later any idiot is probably going to run it,” is one of his many pearls of wisdom.) Lynch One’s bestseller Up on Wall Street is sort of a “stocks for everyone / all woman,” breaking down its approach into easy-to-understand concepts.

About Validea: Validea is an investment research service that tracks strategies published by investment legends. Validea offers both equity analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.