Markets

Validea Motley Fool Strategy Daily Upgrade Report - 1/19/2022

The following are today's upgrades for Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

VALUE LINE, INC. (VALU) is a small-cap growth stock in the Printing & Publishing industry. The rating according to our strategy based on Motley Fool changed from 69% to 87% 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: Value Line, Inc. (Value Line) is a provider of investment research. The Company's core business is producing investment periodicals and their underlying research and making available certain Value Line copyrights, Value Line trademarks and Value Line Ranks and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. It also publishes a range of investment research in both print and digital formats including research in the areas of mutual funds, exchange traded funds (ETFs) and options. The Company provides products such as Value Line Select, Value Line Special Situations, Value Line Select: ETFs, Value Line Select: Dividend Income & Growth, The New Value Line ETFs Service, The Value Line M&A Service, The Value Line Information You Should Know Wealth Newsletter, Value Line Climate Change Investing Service and certain Value Line copyrights.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
ACCOUNTS RECEIVABLE TO SALES:PASS
LONG TERM DEBT/EQUITY RATIO:PASS
"THE FOOL RATIO" (P/E TO GROWTH):FAIL
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:PASS
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of VALUE LINE, INC.

Full Guru Analysis for VALU

Full Factor Report for VALU

STIFEL FINANCIAL CORP (SF) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Motley Fool changed from 65% to 79% 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: Stifel Financial Corp. is a financial holding company. Its principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a full-service retail and institutional wealth management and investment banking firm. The Company's segment includes Global Wealth Management, and Institutional Group. Its Global Wealth Management segment consists of two businesses, the Private Client Group and Stifel Bancorp. The Private Client Group provide securities brokerage services, including the sale of equities, mutual funds, fixed income products, and insurance, as well as offering banking products to their private clients through its bank subsidiaries, which provide residential, consumer, commercial lending, and FDIC-insured deposit accounts to customers. The Institutional Group segment includes institutional sales and trading. This segment also includes the management of and participation in underwritings for both corporate and public finance merger and acquisition, and financial advisory services.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:PASS
INSIDER HOLDINGS:FAIL
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
ACCOUNTS RECEIVABLE TO SALES:PASS
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:FAIL
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of STIFEL FINANCIAL CORP

Full Guru Analysis for SF

Full Factor Report for SF

UMB FINANCIAL CORP (UMBF) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 65% to 79% 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: UMB Financial Corporation is a financial holding company, which offers a range of banking and other financial services to customers through its branches and offices. Its segments include Commercial Banking, Institutional Banking, and Personal Banking. The Commercial Banking segment serves the commercial banking and treasury management needs of the Company's small to middle-market businesses through a variety of products and services. The Institutional Banking segment is a combination of banking services, fund services, asset management services and healthcare services provided to institutional clients. This segment also provides fixed income sales, trading and underwriting, corporate trust and escrow services, as well as institutional custody. The Personal Banking segment combines consumer banking and wealth management services offered to clients and delivered through personal relationships and the Company's bank branches, automated teller machine network and Internet banking.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:FAIL
DAILY DOLLAR VOLUME:PASS
PRICE:PASS
INCOME TAX PERCENTAGE:FAIL

Detailed Analysis of UMB FINANCIAL CORP

Full Guru Analysis for UMBF

Full Factor Report for UMBF

CAPITAL BANCORP INC (CBNK) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 83% to 91% 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: Capital Bancorp, Inc. is a bank holding company. The Company operates through its wholly owned subsidiary, Capital Bank, N.A., a commercial-focused community bank. It serves businesses, not-for-profit associations, and entrepreneurs. The Company operates through four segments: Commercial Banking, Capital Bank Home Loans, OpenSky and Corporate Office. The Commercial Banking focuses on providing service to commercial clients in operating market. The Capital Bank Home division originates conventional and government-guaranteed residential mortgage loans on a nationwide basis primarily for sale into the secondary market and in certain, limited circumstances for the Bank's loan portfolio. The OpenSky division provides secured credit cards to under-banked populations and those looking to rebuild their credit scores and it operates on a digital and mobile enabled platform which allows marketing and application procedures conducted through website and mobile applications.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:PASS
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:FAIL
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of CAPITAL BANCORP INC

Full Guru Analysis for CBNK

Full Factor Report for CBNK

VELOCITY FINANCIAL INC (VEL) is a small-cap value stock in the Consumer Financial Services industry. The rating according to our strategy based on Motley Fool changed from 69% 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: Velocity Financial, Inc. is a vertically integrated real estate finance company. The Company originates and manages investor loans secured by one-to-four-unit residential rental and small commercial properties, which it refers to collectively as investor real estate loans. It originates loans nationwide across its network of independent mortgage brokers. The Company's portfolio includes loans held for investment and loans held for sale. Its loan is secured by a first lien on the underlying property with the added protection of a personal guarantee. Its loan portfolio totaled $2.1 billion of unpaid principal balance (UPB) on properties in 45 states and the District of Columbia. The Company funds its portfolio primarily through a combination of committed and uncommitted secured warehouse facilities, securitizations, corporate debt and equity.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:FAIL
ACCOUNTS RECEIVABLE TO SALES:PASS
"THE FOOL RATIO" (P/E TO GROWTH):FAIL
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of VELOCITY FINANCIAL INC

Full Guru Analysis for VEL

Full Factor Report for VEL

FIRST NORTHWEST BANCORP (FNWB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 52% to 79% 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: First Northwest Bancorp is the bank holding company for First Federal Savings and Loan Association of Port Angeles (the Bank). The Bank is a community-oriented financial institution primarily serving Western Washington. The Bank offers a range of products and services focused on the lending and depository needs of the communities it serves. Its lending activities include the lien one- to four-family mortgage loans, commercial and multi-family real estate loans, construction and land loans, commercial business loans, and consumer loans, which consists primarily of automobile loans, as well as home equity loans and lines of credit. The Company offers traditional consumer and business deposit products, including transaction accounts, savings and money market accounts, and certificates of deposit for individuals and businesses. Deposits are its primary source of funding for its lending and investing activities.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:PASS
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:FAIL

Detailed Analysis of FIRST NORTHWEST BANCORP

Full Guru Analysis for FNWB

Full Factor Report for FNWB

SERVISFIRST BANCSHARES, INC. (SFBS) is a mid-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 73% to 80% 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: ServisFirst Bancshares, Inc. is a bank holding company that is engaged in the business of accepting deposits from the public and making loans and other investments. The Company through its subsidiary, ServisFirst Bank (the Bank), provides business and personal financial services from locations in Birmingham, Huntsville, Mobile, Montgomery and Dothan, Alabama, Northwest Florida, West Central Florida, Nashville, Tennessee, Atlanta, Georgia, and Charleston, South Carolina. The Company also operates loan production offices in Columbus, Georgia, Sarasota, Florida, and Summerville, South Carolina. Through its bank, the Company originate commercial, consumer, and other loans and accept deposits, provide electronic banking services, such as online and mobile banking, including remote deposit capture deliver treasury and cash management services, and provide correspondent banking services to other financial institutions.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:FAIL
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
"THE FOOL RATIO" (P/E TO GROWTH):FAIL
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:PASS
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of SERVISFIRST BANCSHARES, INC.

Full Guru Analysis for SFBS

Full Factor Report for SFBS

CHEMUNG FINANCIAL CORP. (CHMG) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% 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: Chemung Financial Corporation is a bank holding company. The Company, through its subsidiaries, Chemung Canal Trust Company (the Bank) and CFS Group, Inc. (CFS), provides a range of banking, financing, fiduciary and other financial services to its clients. The Company manages its operations through two segments: core banking and Wealth Management Group (WMG). The core banking segment receives deposits from the general public and uses, such funds to originate consumer, commercial, commercial real estate and residential mortgage loans, mainly in its local markets and to invest in securities. The WMG services segment provides trust and investment advisory services to clients. The Company's financial services include demand, savings and time deposits, commercial, residential and consumer loans, interest rate swaps, letters of credit, wealth management services, employee benefit plans, insurance products, mutual funds and brokerage services.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:FAIL
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:PASS
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:FAIL

Detailed Analysis of CHEMUNG FINANCIAL CORP.

Full Guru Analysis for CHMG

Full Factor Report for CHMG

DICKS SPORTING GOODS INC (DKS) is a mid-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% 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: DICK'S Sporting Goods, Inc. is an omni-channel sporting goods retailer. The Company's offering includes sports equipment, apparel, footwear and accessories through dedicated teammates, in-store services and specialty shop-in-shops. The Company also owns and operates Golf Galaxy and Field & Stream specialty stores, as well as GameChanger, a youth sports mobile application for scheduling, communications, live scorekeeping and video streaming. It offers its products through an e-Commerce platform that is integrated with its store network and provides athletes with the convenience and expertise of a 24-hour storefront. The Company has its operations in approximately 730 locations across the United States.

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.

PROFIT MARGIN:PASS
RELATIVE STRENGTH:PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:FAIL
INSIDER HOLDINGS:PASS
CASH FLOW FROM OPERATIONS:PASS
PROFIT MARGIN CONSISTENCY:FAIL
R&D AS A PERCENTAGE OF SALES:NEUTRAL
CASH AND CASH EQUIVALENTS:PASS
INVENTORY TO SALES:PASS
ACCOUNTS RECEIVABLE TO SALES:PASS
LONG TERM DEBT/EQUITY RATIO:FAIL
"THE FOOL RATIO" (P/E TO GROWTH):PASS
AVERAGE SHARES OUTSTANDING:PASS
SALES:FAIL
DAILY DOLLAR VOLUME:FAIL
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of DICKS SPORTING GOODS INC

Full Guru Analysis for DKS

Full Factor Report for DKS

More details on Validea's Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they're hardly fools -- at least not the kind whose advice you should readily dismiss. The Gardners are the founders of the popular Motley Fool web site, which offers frank and often irreverent commentary on investing, the stock market, and personal finance. The Gardners' "Fool" really is a multi-media endeavor, offering not only its web content but also several books written by the brothers, a weekly syndicated newspaper column, and subscription newsletter services.

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

VALU SF UMBF CBNK VEL FNWB SFBS CHMG DKS

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