Markets
SAN

Validea David Dreman Strategy Daily Upgrade Report - 9/23/2020

The following are today's upgrades for Validea's Contrarian Investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.

BANCO SANTANDER SA (ADR) (SAN) is a large-cap stock in the Regional Banks industry. The rating according to our strategy based on David Dreman changed from 61% to 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Banco Santander, S.A. is a Spain-based company engaged as a retail and commercial bank. The Banks segments include Continental Europe, the United Kingdom, Latin America and the United States. The Continental Europe segment covers all businesses in the Continental Europe. The United Kingdom segment includes the businesses developed by various units and branches in the country. The Latin America segment embraces all its financial activities conducted through its banks and subsidiaries in the region. The United States segment includes the Intermediate Holding Company (IHC) and its subsidiaries Santander Bank, Banco Santander Puerto Rico, Santander Consumer USA, Banco Santander International, Santander Investment Securities, and the Santander branch in New York. The Company's commercial model satisfies the needs of all types of customers: individuals with various income levels.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

MARKET CAP:PASS
EARNINGS TREND:PASS
EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE:FAIL
P/E RATIO:FAIL
PRICE/CASH FLOW (P/CF) RATIO:PASS
PRICE/BOOK (P/B) VALUE:PASS
PRICE/DIVIDEND (P/D) RATIO:FAIL
PAYOUT RATIO:FAIL
RETURN ON EQUITY:FAIL
PRE-TAX PROFIT MARGINS:FAIL
YIELD:PASS

Detailed Analysis of BANCO SANTANDER SA (ADR)

Full Guru Analysis for SAN

Full Factor Report for SAN

CITIZENS FINANCIAL GROUP INC (CFG) is a large-cap value stock in the Regional Banks industry. The rating according to our strategy based on David Dreman changed from 64% to 76% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Citizens Financial Group, Inc. is a retail bank holding company. The Company operates through two segments: Consumer Banking and Commercial Banking. Its Consumer Banking serves retail customers and small businesses. Consumer Banking products and services include deposit products, mortgage and home equity lending, auto financing, student loans, personal unsecured lines and loans, credit cards, business loans, wealth management and investment services. The Company's Commercial Banking segment offers a range of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange and interest rate risk management solutions, as well as corporate finance, merger and acquisition, and debt and equity capital markets capabilities. The Company delivers a range of retail and commercial banking products and services to individuals, institutions and companies. The Company operates approximately 1,100 branches.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

MARKET CAP:PASS
EARNINGS TREND:PASS
EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE:FAIL
P/E RATIO:FAIL
PRICE/CASH FLOW (P/CF) RATIO:FAIL
PRICE/BOOK (P/B) VALUE:PASS
PRICE/DIVIDEND (P/D) RATIO:PASS
PAYOUT RATIO:FAIL
RETURN ON EQUITY:FAIL
PRE-TAX PROFIT MARGINS:PASS
YIELD:PASS

Detailed Analysis of CITIZENS FINANCIAL GROUP INC

Full Guru Analysis for CFG

Full Factor Report for CFG

More details on Validea's David Dreman strategy

About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.

About Validea: Validea is an investment research service that follows the published strategies of investment legends. Validea offers both stock 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 about 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.

In This Story

SAN CFG

Latest Markets Videos

Validea

At Validea we believe the best way to outperform the market is to follow the investment factors and strategies that have done so over long periods of time. Since 2003, our team has been dedicated to bringing the fundamental strategies of great investors and academics to the professional and retail investment communities via the tools, portfolios and research found on Validea.

Learn More