Investors with an interest in Financial - Investment Management stocks have likely encountered both Federated Hermes (FHI) and TPG Inc. (TPG) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings es ...

As for price-to-sales, its market cap was 2.68 times its 2021 sales of $7.88 billion. Also not obscene. For comparison, Lululemon (LULU) shares were trading around $475 in November 2021, 179% above their current price. According to S&P Global Market Intelligence, LULU had P/E and P/S ratios of nearly 70x and 10x, respectively.However, nearly 20% of the earnings were from discontinued operations -- it completed the tax-free spin-off of Victoria’s Secret in August 2021 -- so the actual P/E multiple was 20.8x ...

Sun Communities ( SUI ) is a REIT with a low yield of 3.3%. While many REITs priced as such are growers, SUI does not boast a history of this, and its current portfolio doesn't seem to be ridingI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we have n ...

公司概况与业务性质 - Sun Communities (SUI) 是一家房地产投资信托基金 其股息收益率较低为33% [1] - 许多类似定价的房地产投资信托基金属于增长型 但该公司缺乏此类增长历史 [1] - 该公司当前的投资组合似乎并未展现出增长势头 [1] 分析框架 - 分析基于价值投资理念 采用所有者思维和长期视角 [1]

文章核心观点 - 价值投资是一种在任意市场环境中寻找优质股票的流行方法 投资者使用多种估值指标 [2] - 扎克斯投资研究公司结合其评级系统和风格评分系统来识别具有投资价值的公司 其中价值类别获得A级评分且扎克斯排名高的股票被认为是优质价值股 [3] - 米勒工业公司目前被视为一个引人注目的价值投资案例 因其具备扎克斯买入评级和A级价值评分 并显示出被低估的迹象 [4][6] 米勒工业公司估值指标 - 公司当前市盈率为11.31倍 显著低于其行业平均市盈率19.32倍 [4] - 公司过去52周的前瞻市盈率最高为14.10倍 最低为7.41倍 中位数为11.73倍 [4] - 公司的市销率为0.52倍 低于其行业平均市销率0.76倍 市销率因收入难以被操纵而被视为更真实的业绩指标 [5] 投资价值分析 - 基于市盈率和市销率等关键估值指标 公司股票目前很可能被低估 [6] - 结合其强劲的盈利前景 公司当前被认为是一只令人印象深刻的价值股 [6]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental a ...

文章核心观点 - 文章重点介绍了在财产意外保险行业中运用价值投资策略筛选出的两只股票CNA Financial和Mercury General 它们均因其估值指标显著低于行业平均水平而被视为当前可能被低估的强劲价值股 [4][8][9] CNA Financial (CNA) 估值分析 - 公司当前获Zacks Rank 2 (Buy)评级和价值评分A级 [4] - 公司远期市盈率为9.7倍 显著低于其行业平均远期市盈率27.26倍 [4] - 公司过去一年远期市盈率最高为11.18倍 最低为9.52倍 中位数为10.26倍 [4] - 公司PEG比率为3.90倍 与其行业平均PEG比率3.99倍相近 [5] - 公司过去一年PEG比率最高为9.20倍 最低为3.19倍 中位数为5.60倍 [5] - 公司市净率为1.16倍 低于其行业平均市净率1.43倍 [6] - 公司过去一年市净率最高为1.38倍 最低为1.10倍 中位数为1.24倍 [6] - 公司市销率为0.84倍 低于其行业平均市销率1.29倍 [7] Mercury General (MCY) 估值分析 - 公司获Zacks Rank 1 (Strong Buy)评级和价值评分A级 [8] - 公司市净率为2.24倍 高于其行业平均市净率1.43倍 [8] - 公司过去一年市净率最高为2.35倍 最低为1.34倍 中位数为1.92倍 [8] 价值投资方法论 - 价值投资策略旨在识别被市场低估的公司 运用多种经过验证的估值指标来寻找此类股票 [2] - Zacks投资研究体系结合了其专有的风格评分系统 对价值类别给出A级评分且Zacks排名高的股票被认为是当前市场上最强劲的价值股 [1][3]

Since I covered The Mosaic Company ( MOS ) over the past few months, the stock is down 15-20% despite internal and external improvements, mostly as a result of near-term macro headwinds.As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide use ...

当前股市估值水平 - 当前股市特别是市场领先公司股价昂贵 投资者需为股票敞口支付溢价 尤其是人工智能超大规模公司和大型科技股 [1] - 美国股市正交易于历史昂贵的估值水平 [3] 价值投资策略的机遇 - 在当前市场由少数昂贵大型科技股主导的背景下 价值投资机会仍可发挥作用 [2] - 价值投资策略可帮助投资者减少对高估值公司的依赖 并可能发掘令人兴奋的机会 [3] 主动型价值ETF的特点与优势 - 主动型价值ETF依靠基本面研究 通常采用自下而上的投资组合构建方法来寻找价值投资机会 [4] - 此类策略强调现金流或流通股数量等指标 并依赖基金经理的专业知识和经验 [4] - 与必须跟踪特定指数且规则严格的被动型价值基金相比 主动型价值ETF能通过深入的研究驱动型操作利用市场波动性 [5] - 主动型价值ETF具备主动适应性和ETF的税收效率 为投资者提供了强有力的选择 [6] 主动型价值ETF产品示例 - T Rowe Price Value ETF (TVAL) 是价值投资ETF的一个例子 其年初至今回报率为11.3% 超过了其ETF数据库类别平均表现 [4] - TVAL策略积极投资于具有价格升值潜力的大盘股 并收取33个基点的费用 [4]

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...