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.
VICTORY CAPITAL HOLDINGS INC (VCTR) is a small-cap value stock in the Investment Services industry. The rating according to our strategy based on Motley Fool changed from 49% 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: Victory Capital Holdings, Inc. is an investment management company. The Company's model features an operating platform that provides centralized distribution, marketing and operations infrastructure to its franchises and solutions platform. Its solutions platform consists of multi-Franchise and customized solutions strategies that are primarily rules-based. It offers its solutions platform through a variety of vehicles, including separate accounts, mutual funds and VictoryShares, which is its exchange-traded funds (ETF) brand. Its franchises include Expedition Investment Partners, INCORE Capital Management, Integrity Asset Management, Sophus Capital, Sycamore Capital, Trivalent Investments, Park Avenue, SailingStone and KPB Investment Advisors. The Company's franchises and solutions platform, as of September 30, 2017, offered 70 investment strategies with its focus asset classes, consisting of United States small- and mid-cap equities, global/non-United States equities and solutions.
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.
|COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR:||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):||PASS|
|AVERAGE SHARES OUTSTANDING:||PASS|
|DAILY DOLLAR VOLUME:||PASS|
|INCOME TAX PERCENTAGE:||PASS|
Detailed Analysis of VICTORY CAPITAL HOLDINGS INC
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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
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