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Validea Motley Fool Strategy Daily Upgrade Report - 10/27/2021

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.

MVB FINANCIAL CORP (MVBF) is a small-cap growth 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: MVB Financial Corp. (MVB) is a financial holding company. MVB operates principally through its subsidiary, MVB Bank, Inc. (the Bank). The Bank's operating subsidiaries include MVB Insurance, LLC (MVB Insurance), MVB Community Development Corporation (MVB CDC), ProCo Global, Inc. (Chartwell), Paladin Fraud, LLC (Paladin Fraud) and MVB Technology, LLC (MVB Technology). Its primary business activities include commercial and retail banking. Its segments include commercial and retail banking, mortgage banking, and financial holding company. It offers various products and services, such as debit cards, cashier's checks, safe deposit rental facilities and non-deposit investment services. Its loan portfolio includes commercia loans, consumer loans and real estate loans. Its commercial loans include commercial, commercial real estate, financial and agricultural loans. Its real estate loans include residential real estate loans, home equity lines of credit and construction mortgages.

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
"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 MVB FINANCIAL CORP

Full Guru Analysis for MVBF

Full Factor Report for MVBF

AXOS FINANCIAL INC (AX) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 63% 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: Axos Financial, Inc. is the holding company for Axos Bank, Axos Clearing LLC and Axos Invest, Inc. The Company operates through two segments: Banking Business and Securities Business. The Banking Business segment includes a range of banking services, including online banking, concierge banking, and mortgage, vehicle and unsecured lending through online and telephonic distribution channels. In addition, the Banking Business is focused on providing deposit products to industry verticals, cash management products to a variety of businesses, and commercial real estate lending to clients. The Banking Business also includes a bankruptcy trustee and fiduciary service that provides specialized software and consulting services. The Securities Business segment includes the clearing broker-dealer, registered investment advisor, and introducing broker-dealer lines of businesses. These lines of business offer products independently to their own customers as well as to Banking Business clients.

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):FAIL
AVERAGE SHARES OUTSTANDING:PASS
SALES:FAIL
DAILY DOLLAR VOLUME:PASS
PRICE:PASS
INCOME TAX PERCENTAGE:PASS

Detailed Analysis of AXOS FINANCIAL INC

Full Guru Analysis for AX

Full Factor Report for AX

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.

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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.

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