Investors with an interest in Financial - Investment Bank stocks have likely encountered both BGC Group (BGC) and MarketAxess (MKTX) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies wi ...

Investors looking for stocks in the Financial - Consumer Loans sector might want to consider either OneMain Holdings (OMF) or Sallie Mae (SLM) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on ear ...

Investors interested in stocks from the Utility - Electric Power sector have probably already heard of Iberdrola S.A. (IBDRY) and American Electric Power (AEP) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks ...

Investors interested in stocks from the Medical - Dental Supplies sector have probably already heard of Merit Medical (MMSI) and Straumann Holding AG (SAUHY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate r ...

It has been about a month since the last earnings report for Signet (SIG) . Shares have added about 8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Signet due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Signet Jewelers Limited before we dive into how investors and analysts have reacted as of late.Signet Q2 Earnings & Revenues ...

核心观点 - Zscaler公司第四财季业绩全面超预期，营收和每股收益均实现强劲增长，股价在财报后一个月内上涨12.6%，表现优于标普500指数 [1] - 业绩增长主要由客户对零信任交换平台承诺的加强以及对基于人工智能解决方案需求的增长所驱动 [3] - 公司对未来财年业绩给出积极指引，且近期市场对其盈利预期呈上升趋势 [8][10] 第四财季业绩表现 - 第四财季非GAAP每股收益为0.89美元，超出市场预期11.3%，同比增长23.6% [2] - 第四财季营收为7.192亿美元，超出市场预期1.9%，并高于公司管理层给出的7.05-7.07亿美元指引区间，同比增长21% [3] - 计算账单额同比增长32%至12亿美元 [4] - 剩余履约价值为58亿美元，同比增长31%，其中当期部分约占46% [5] - 年度经常性收入超过100万美元的客户数量达到664个，年度经常性收入超过10万美元的客户数量为3,494个 [5] 运营与盈利能力 - 非GAAP毛利润为5.701亿美元，同比增长18.5%，非GAAP毛利率为79.3%，同比收缩190个基点 [6] - 非GAAP总运营费用为4.112亿美元，同比增长16.3%，占营收的57.2% [6] - 非GAAP运营利润为1.589亿美元，去年同期为1.275亿美元，非GAAP运营利润率为22.1%，同比扩张60个基点 [6] 财务状况 - 截至2025年7月31日，公司持有的现金、现金等价物及短期投资总额为35.7亿美元，较2025年4月30日的30.1亿美元有所增加 [7] - 第四财季运营现金流为2.506亿美元，自由现金流为1.719亿美元 [7] - 2025财年全年运营现金流为9.725亿美元，自由现金流为7.267亿美元 [7] 未来业绩指引 - 公司对2026财年全年业绩作出指引，预计营收区间为32.65亿至32.84亿美元，非GAAP每股收益区间为3.64至3.68美元 [9] - 对2026财年第一季度，公司预计营收为7.72亿至7.74亿美元，非GAAP每股收益为0.85至0.86美元 [9] 行业比较 - 同属安全行业的CrowdStrike Holdings在过去一个月股价上涨21% [13] - CrowdStrike在截至2025年7月的季度营收为11.7亿美元，同比增长21.3%，每股收益为0.93美元，去年同期为1.04美元 [13] - 市场预期CrowdStrike当前季度每股收益为0.94美元，同比增长1.1% [14]

Key Takeaways McDonald's growth is powered by international sales, the $5 Meal Deal success and menu innovations.MCD plans 600 U.S. and 1,600 international openings, targeting 50,000 restaurants by 2027.The loyalty program surpassed 185M users in 60 markets, driving more frequent customer visits and sales.McDonald's Corporation (MCD) continues to deliver strong performance, driven by robust international comparable sales, the success of the $5 Meal Deal, and compelling marketing and menu innovations. The co ...

Key Takeaways CNI and CSX launched an all-rail intermodal service into Nashville, enhancing efficiency.Freight revenues rose in 1H25 on strength in coal, grain, fertilizers and automotive.Rising costs, weak liquidity and high debt levels weigh on CNI's financial flexibility.Canadian National Railway (CNI) is supported by robust operational efficiency and a partnership with CSX Corporation (CSX) . Shareholder-friendly initiatives also bode well for the company. However, CNI is grappling with elevated expense ...

Key Takeaways Republic Services posted Q2 EPS of $1.77, rising 9.9% y/y and topping estimates.Solid waste growth boosts RSG's collection segment, which made up 68% of revenues over three quarters.RSG invests in EV fleet and returns cash via dividends and buybacks despite liquidity pressures.Republic Services (RSG)  reported mixed second-quarter 2025 results. Earnings surpassed the Zacks Consensus Estimate, while revenues missed the same. RSG’s earnings per share (EPS) of $1.77 beat the Zacks Consensus Estim ...

Key Takeaways Novo Nordisk will cut 9,000 jobs, saving DKK 8B annually by 2026 to reinvest in R&D and manufacturing.NVO lowered 2025 profit guidance after slower uptake of Wegovy and Ozempic amid rising competition.The restructuring brings DKK 8B in charges, with most costs booked in Q3 2025, partly offset in Q4.In September 2025, Novo Nordisk (NVO) , under the leadership of its new CEO Mike Doustdar, unveiled a major restructuring plan designed to restore momentum in its core businesses and counter mountin ...