Markets

Validea Peter Lynch Strategy Daily Upgrade Report - 5/9/2019

The following are today's upgrades for Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.

BANK OF NEW YORK MELLON CORP (BK) is a large-cap value stock in the Regional Banks industry. The rating according to our strategy based on Peter Lynch changed from 15% to 100% 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: The Bank of New York Mellon Corporation is a global investments company, which is focused on helping its clients manage and service their financial assets throughout the investment lifecycle. It provides financial services for institutions, corporations or individual investors. It allows clients to create, trade, hold, manage, service, distribute or restructure investments. It delivers Investment Management and Investment Services in 35 countries. It also has an Other segment, which includes the leasing portfolio, corporate treasury activities, derivatives and other trading, corporate and bank-owned life insurance and renewable energy investments, and business exits. As of September 30, 2018, the Company had $34.5 trillion in assets under custody and/or administration and $1.8 trillion in assets under management. It offers a range of actively managed equity and fixed income. It offers asset servicing, clearing services, issuer services and treasury services to its 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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS
EARNINGS PER SHARE: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL
EQUITY/ASSETS RATIO: PASS
RETURN ON ASSETS: PASS
FREE CASH FLOW: NEUTRAL
NET CASH POSITION: BONUS PASS

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

HANCOCK WHITNEY CORP (HWC) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Peter Lynch changed from 0% 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: Hancock Whitney Corporation, formerly Hancock Holding Company, is a financial services company that provides a network of service financial choices to the Gulf South region, through its bank subsidiary, Hancock Whitney Bank (the Bank), a Mississippi state bank. The Company operates through overall banking operations segment. The Bank operates under brands, such as Hancock Bank in Mississippi, Alabama and Florida, and Whitney Bank in Louisiana and Texas. The Bank operates across the Gulf South region, which consists of southern Mississippi; southern and central Alabama; southern Louisiana; the northern, central, and panhandle regions of Florida; Houston, Texas, and Nashville, Tennessee. The Bank offers a range of traditional and online community banking services to commercial, small business and retail customers, providing a range of transaction and savings deposit products, treasury management services and investment brokerage services, among others.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL
NET CASH POSITION: NEUTRAL

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

TETRA TECH, INC. (TTEK) is a mid-cap growth stock in the Waste Management Services industry. The rating according to our strategy based on Peter Lynch changed from 87% 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: Tetra Tech, Inc. is a provider of consulting, engineering, program management, construction management, and technical services. The Company's segments include Water, Environment and Infrastructure (WEI), Resource Management and Energy (RME), and Remediation and Construction Management (RCM). The WEI segment provides consulting and engineering services. The RME segment provides consulting and engineering services across the world for a range of resource management and energy needs. The Company includes wind-down of its non-core construction activities in the RCM segment. Its solutions span the entire life cycle of consulting and engineering projects and include applied science, research and technology, engineering, design, construction management, operations and maintenance, and information technology. It provides its services to a diverse base of international, the United States commercial, the United Sates federal 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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL
NET CASH POSITION: NEUTRAL

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

CHINA YUCHAI INTERNATIONAL LIMITED (CYD) is a small-cap value stock in the Misc. Capital Goods industry. The rating according to our strategy based on Peter Lynch changed from 72% 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: China Yuchai International Limited is a holding company. The Company holds interest in Guangxi Yuchai Machinery Company Limited (Yuchai), which manufactures, assembles and sells diesel engines in the People's Republic of China (the PRC). It holds interest in HL Global Enterprises Limited (HLGE) and Thakral Corporation Ltd (TCL). It operates through two segments: Yuchai and HLGE. Its Yuchai segment is engaged in the manufacture, assembly and sale of a range of light-, medium- and heavy-duty engines for trucks, buses, passenger vehicles, construction equipment, and marine and agriculture applications in China. The HLGE segment is engaged in hospitality and property development activities conducted in the PRC and Malaysia. Its HLGE also owns a Copthorne hotel in Qingdao (PRC), Elite residences in Shanghai and a Copthorne hotel in Cameron Highlands, Malaysia. TCL is engaged in the distribution of lifestyle products, including beauty and health, and enviro-care products.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL

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

ENTRAVISION COMMUNICATION (EVC) is a small-cap growth stock in the Broadcasting & Cable TV industry. The rating according to our strategy based on Peter Lynch changed from 0% to 93% 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: Entravision Communications Corporation is a media company. The Company reaches and engages Hispanics in the United States and certain border markets of Mexico across media channels and advertising platforms. The Company operates through three segments: television broadcasting, radio broadcasting and digital media. As of December 31, 2016, the Company owned and operated 54 television stations located primarily in California, Colorado, Connecticut, Florida, Kansas, Massachusetts, Nevada, New Mexico, Texas and Washington, District of Columbia. It owns and operates Spanish-language radio stations in the United States. As of December 31, 2016, its radio stations consisted of 38 frequency modulation (FM) and 11 amplitude modulation (AM) stations located in Arizona, California, Colorado, Florida, Nevada, New Mexico and Texas. The digital media segment provides digital advertising solutions that allow advertisers to reach online Hispanic audiences throughout the United States and Mexico.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL

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

NUCOR CORPORATION (NUE) is a large-cap value stock in the Iron & Steel industry. The rating according to our strategy based on Peter Lynch changed from 0% to 74% 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: Nucor Corporation (Nucor) manufactures steel and steel products. The Company produces direct reduced iron (DRI) for use in its steel mills. It operates in three segments: steel mills, steel products and raw materials. The steel mills segment produces and distributes sheet steel (hot-rolled, cold-rolled and galvanized), plate steel, structural steel (wide-flange beams, beam blanks, H-piling and sheet piling) and bar steel (blooms, billets, concrete reinforcing bar, merchant bar, wire rod and special bar quality). The steel products segment produces steel joists and joist girders, steel deck, fabricated concrete reinforcing steel and cold finished steel. The raw materials produces DRI; brokers ferrous and nonferrous metals, pig iron, HBI and DRI; supplies ferro-alloys, and processes ferrous and nonferrous scrap metal. It also processes ferrous and nonferrous metals and brokers ferrous and nonferrous metals, pig iron, hot briquetted iron (HBI) and DRI.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL SALES AND P/E RATIO: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS INVENTORY TO SALES: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS EPS GROWTH RATE: FAIL
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL

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

ATHENE HOLDING LTD (ATH) is a mid-cap value stock in the Insurance (Life) industry. The rating according to our strategy based on Peter Lynch changed from 83% to 93% 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: Athene Holding Ltd is a retirement services company. The Company issues, reinsures and acquires retirement savings products across the United States and the District of Columbia. It operates through the Retirement Services segment. Retirement Services is comprised of its United States and Bermuda operations, which issue and reinsure retirement savings products and institutional products. Retirement Services has retail operations, which provide annuity retirement solutions to its policyholders. Retirement Services segment also has reinsurance operations, which reinsure multi-year guaranteed annuities, fixed indexed annuities, traditional one-year guarantee fixed deferred annuities, immediate annuities and institutional products from its reinsurance partners. In addition, its institutional operations, including funding agreements and pension risk transfer (PRT) obligations, are included in its Retirement Services segment. Its products include individual annuities and group annuities.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL SALES AND P/E RATIO: PASS EARNINGS PER SHARE: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS INVENTORY TO SALES: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS EPS GROWTH RATE: FAIL EQUITY/ASSETS RATIO: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS RETURN ON ASSETS: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL

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

CNH INDUSTRIAL NV (CNHI) is a large-cap value stock in the Constr. & Agric. Machinery industry. The rating according to our strategy based on Peter Lynch changed from 72% to 74% 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: CNH Industrial N.V. is a capital goods company. The Company is engaged in the design, production, marketing, sale and financing of agricultural and construction equipment, trucks, commercial vehicles, buses and specialty vehicles for firefighting, defense and other uses, as well as engines, transmissions and axles for vehicles and engines under marine and power generation applications. Its segments include Agricultural Equipment, which designs, manufactures and distributes farm machinery and implements; Construction Equipment, which designs, manufactures and distributes construction equipment; Commercial Vehicles, which designs, produces and sells a range of light, medium and heavy vehicles for the transportation and distribution of goods; Powertrain, which designs, manufactures and offers a range of propulsion and transmission systems, and axles for on- and off-road applications, and Financial Services, which offers a range of financial services to dealers and customers.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL SALES AND P/E RATIO: PASS EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS INVENTORY TO SALES: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL INVENTORY TO SALES: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS EPS GROWTH RATE: FAIL EQUITY/ASSETS RATIO: PASS EPS GROWTH RATE: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS RETURN ON ASSETS: PASS TOTAL DEBT/EQUITY RATIO: FAIL
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL

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

BANKWELL FINANCIAL GROUP INC (BWFG) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Peter Lynch changed from 0% to 81% 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: Bankwell Financial Group, Inc. is a bank holding company. The Company offers a range of financial services through its banking subsidiary, Bankwell Bank (the Bank). The Bank is a Connecticut state non-member bank. The Bank provides a range of banking services to commercial and consumer customers, concentrated in the Fairfield and New Haven Counties region of Connecticut. The Bank's commercial lending products include owner-occupied commercial real estate loans, commercial real estate investment loans, commercial loans (such as business term loans, equipment financing and lines of credit) to small and mid-sized businesses, and real estate construction and development loans. The Bank's retail lending products include residential mortgage loans, home equity lines of credit and consumer installment loans. Its depository products include checking, savings, money market, certificates of deposit, noninterest-bearing demand, negotiable order of withdrawal (NOW) and time deposits.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL SALES AND P/E RATIO: PASS EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: NEUTRAL
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS INVENTORY TO SALES: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL INVENTORY TO SALES: PASS EPS GROWTH RATE: PASS
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS EPS GROWTH RATE: FAIL EQUITY/ASSETS RATIO: PASS EPS GROWTH RATE: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS RETURN ON ASSETS: PASS TOTAL DEBT/EQUITY RATIO: FAIL EQUITY/ASSETS RATIO: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: FAIL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL
NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL

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

FIDELITY NATIONAL FINANCIAL INC (FNF) is a large-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Peter Lynch changed from 0% 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: Fidelity National Financial, Inc. is a holding company. The Company is a provider of title insurance, and transaction services to the real estate and mortgage industries. The Company's segments include Title, FNF Core Corporate and Other, Restaurant Group, and FNFV Corporate and Other. Its business is organized into groups, including FNF Group and FNF Ventures (FNFV). The Company offers title insurance through its title insurance underwriters: Fidelity National Title Insurance Company, Chicago Title Insurance Company, Commonwealth Land Title Insurance Company, Alamo Title Insurance and National Title Insurance of New York Inc., which collectively issue title insurance policies. The Company, through its subsidiary, ServiceLink Holdings, LLC (ServiceLink), provides mortgage transaction services, including title-related services and facilitation of production and management of mortgage loans.

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.

YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS SALES: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS P/E/GROWTH RATIO: PASS P/E/GROWTH RATIO: PASS YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO: PASS
EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: PASS INVENTORY TO SALES: FAIL SALES AND P/E RATIO: NEUTRAL SALES AND P/E RATIO: PASS EARNINGS PER SHARE: PASS SALES AND P/E RATIO: PASS SALES AND P/E RATIO: NEUTRAL EARNINGS PER SHARE: PASS
TOTAL DEBT/EQUITY RATIO: NEUTRAL EPS GROWTH RATE: PASS EPS GROWTH RATE: PASS YIELD COMPARED TO THE S&P 500: PASS EPS GROWTH RATE: PASS INVENTORY TO SALES: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL INVENTORY TO SALES: PASS EPS GROWTH RATE: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL
EQUITY/ASSETS RATIO: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS YIELD ADJUSTED P/E/GROWTH (PEG) RATIO: PASS TOTAL DEBT/EQUITY RATIO: PASS EPS GROWTH RATE: FAIL EQUITY/ASSETS RATIO: PASS EPS GROWTH RATE: PASS TOTAL DEBT/EQUITY RATIO: NEUTRAL EQUITY/ASSETS RATIO: PASS
RETURN ON ASSETS: PASS EQUITY/ASSETS RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS FREE CASH FLOW: NEUTRAL TOTAL DEBT/EQUITY RATIO: PASS RETURN ON ASSETS: PASS TOTAL DEBT/EQUITY RATIO: FAIL EQUITY/ASSETS RATIO: PASS RETURN ON ASSETS: PASS
FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: BONUS PASS NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL FREE CASH FLOW: NEUTRAL RETURN ON ASSETS: FAIL FREE CASH FLOW: NEUTRAL
NET CASH POSITION: BONUS PASS FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL FREE CASH FLOW: NEUTRAL NET CASH POSITION: NEUTRAL
NET CASH POSITION: NEUTRAL NET CASH POSITION: NEUTRAL

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

Since its inception, Validea's strategy based on Peter Lynch has returned 382.12% vs. 189.65% for the S&P 500. For more details on this strategy, click here

About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.

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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