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Validea Motley Fool Strategy Daily Upgrade Report - 11/20/2019

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.

MERIDIAN BANCORP INC (MARYLAND) (EBSB) is a small-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 73% 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: Meridian Bancorp, Inc. is a bank holding company for East Boston Savings Bank (the Bank). The Bank is a stock savings bank. The Bank conducted its business from 31 locations, one mobile branch and three loan centers in the greater Boston metropolitan area as of December 31, 2016. The Bank offers a range of deposit and loan products to individuals and businesses located in its market, which consists of Suffolk, Middlesex and Essex Counties, Massachusetts. The Bank attracts deposits from the public and uses those funds to originate loans, which it holds for investment. The Bank's lending business also involves the purchase and sale of loan participation interests. The Bank also offers non-deposit financial products through a third-party network arrangement. It offers customers a range of non-deposit financial products, including mutual funds, annuities, stocks and bonds, which are offered and cleared by a third-party broker-dealer. It also offers customers long-term care insurance.

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: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

MEDPACE HOLDINGS INC (MEDP) is a mid-cap growth stock in the Biotechnology & Drugs 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: Medpace Holdings, Inc. is a clinical contract research organization. The Company provides clinical research-based drug and medical device development services. The Company partners with pharmaceutical, biotechnology, and medical device companies in the development and execution of clinical trials. The Company's drug development services focus on full service Phase I-IV clinical development services and include development plan design, coordinated central laboratory, project management, regulatory affairs, clinical monitoring, data management and analysis, pharmacovigilance new drug application submissions, and post-marketing clinical support. The Company also provides bio-analytical laboratory services, clinical human pharmacology, imaging services, and electrocardiography reading support for clinical trials. The Company's operations are principally based in North America, Europe, and Asia.

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

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

FS BANCORP INC (FSBW) is a small-cap value stock in the S&Ls/Savings 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: FS Bancorp, Inc. is a holding company for 1st Security Bank of Washington (the Bank). The Company is a diversified lender with a focus on the origination of indirect home improvement loans, also referred to as fixture secured loans, commercial real estate mortgage loans, home loans, commercial business loans and second mortgage and home equity loan products. The Company operates through the community banking segment. The Bank is a relationship-driven community bank. The Bank offers banking and financial services to local families, local and regional businesses and various industries within distinct Puget Sound area communities. It offers a range of commercial real estate loans, which are secured by income producing properties, including retail centers, warehouses and office buildings located in the market areas. It offers a range of deposit instruments, including checking accounts, money market deposit accounts, savings accounts and certificates of deposit.

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

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

SUMMIT FINANCIAL GROUP, INC. (SMMF) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 59% 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: Summit Financial Group, Inc. (Summit) is a financial holding company. The Company provides community banking services primarily in the Eastern Panhandle and South Central regions of West Virginia and the Shenandoah Valley, and Northern region of Virginia. The Company provides these services through its community bank subsidiary, Summit Community Bank (Summit Community or the Bank). The Company operates through two segments: community banking, and insurance & financial services. The community banking segment consists of its full service banks, which offer customers traditional banking products and services through various delivery channels. The insurance & financial services segment includes three insurance agency offices that sell insurance products. The Company also operates Summit Insurance Services, LLC in Moorefield, West Virginia and Leesburg, Virginia, which provides insurance brokerage services to individuals and businesses.

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

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

FIDELITY D&D BANCORP (FDBC) is a small-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 45% 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: Fidelity D & D Bancorp, Inc. is a bank holding company. The Fidelity Deposit and Discount Bank (the Bank) is the Company's state chartered commercial bank. The Bank offers a range of traditional banking services. The Bank has a personal and corporate trust department, and also provides alternative financial and insurance products with asset management services. The Bank's service area consists of the Borough of Dunmore and the surrounding communities within Lackawanna and Luzerne counties in Northeastern Pennsylvania. The Bank's investment securities are classified into three categories: trading, available-for-sale (AFS) and held-to-maturity (HTM). The Company operates approximately 10 full-service banking offices, of which over four are owned and approximately seven are leased.

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

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

Since its inception, Validea's strategy based on Motley Fool has returned 572.54% vs. 213.87% for the S&P 500. For more details on this strategy, click here

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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