Validea Kenneth Fisher Strategy Daily Upgrade Report – 3/12/2022

JHere are today’s updates for Validea Investor Price/Sales model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term earnings growth, strong free cash flow and consistent profit margins.

CANAAN INC – ADR (CAN) is a small-cap value stock in the computer hardware industry. The rating under our Kenneth Fisher-based strategy has increased from 50% to 70% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Canaan Inc provides supercomputing solutions through proprietary high-performance computing ASICs (Application Specific Integrated Circuit). The Company provides a holistic AI (artificial intelligence) solution to its customers, including AI chips, algorithm development and optimization, hardware modules, end products and software services.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: FAIL
LONG-TERM EPS GROWTH RATES: PAST
FREE CASH PER SHARE: FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: FAIL

Detailed analysis of CANAAN INC – ADR

Full Guru Analysis for CAN

Full Factor Report for CAN

FINVOLUTION GROUP – ADR (FINV) is a small-cap value stock in the software and programming industry. The rating under our Kenneth Fisher-based strategy has increased from 50% to 90% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: FinVolution Group, formerly PPDAI GROUP INC, is a China-based company primarily operating an online consumer credit platform. The Company’s products and services include lending services offered to borrowers, investment services offered to individual investors and institutional funding partners. Lending services offered to borrowers include standard loan products, consumer loan products and other loan products. Investment services offered to individual investors include discretionary investment tools, automated investment tools, investment programs and a secondary loan market. The Company also introduces borrowers to institutional financing partners and provides preliminary credit assessment and other services.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: PAST
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: PAST
AVERAGE PROFIT MARGIN OVER THREE YEARS: PAST

Detailed analysis of FINVOLUTION GROUP – ADR

Complete Guru Analysis for FINV

Full Factor Report for FINV

WIMI HOLOGRAM CLOUD INC – ADR (WIMI) is a small-cap value stock in the software and programming industry. The rating under our Kenneth Fisher-based strategy has increased from 40% to 70% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: WiMi Hologram Cloud Inc. is a holographic augmented reality (AR) application platform. The Company provides AR holographic advertising services and AR holographic entertainment products. AR holographic adware allows users to insert real or animated three-dimensional (3D) objects into video sequences that fit seamlessly into the scene of those sequences. Holographic AR entertainment products mainly consist of payment intermediary software, game distribution platform and mixed reality (MR) holographic software.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: FAIL
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: PAST

Detailed analysis of WIMI HOLOGRAM CLOUD INC – ADR

Full Guru Analysis for WIMI

Full factor report for WIMI

VERTEX INC (VERX) is a small-cap value stock in the software and programming industry. The rating under our Kenneth Fisher-based strategy has increased from 30% to 70% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Vertex, Inc. is a provider of corporate tax technology solutions. The Company’s software solutions automate indirect tax processes for companies with complex tax operations and audit risks. Its software includes tools for tax determination, compliance and reporting, tax data management and document management, as well as pre-built integrations with leading business applications. Its tax determination solutions provide real-time calculations of indirect taxes and fees applicable to sale and purchase transactions. Its compliance and reporting solutions enable the automation of ready-to-sign returns and the remittance of indirect taxes to the appropriate jurisdictions. Its tax data management tools enable companies to unify transaction data from multiple applications and business sources. Its document management solutions offer tax audit support for sales tax exemptions and reseller certificates, enabling businesses to manage large amounts of documents, such as tax exemption certificates.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: FAIL
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: PAST
AVERAGE PROFIT MARGIN OVER THREE YEARS: FAIL

Detailed analysis of VERTEX INC

Complete Guru Analysis for VERX

Full factor report for VERX

ZUMIEZ INC. (ZUMZ) is a small-cap value stock in the retail (apparel) sector. The rating under our Kenneth Fisher-based strategy went from 90% to 100% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Zumiez Inc., including its subsidiaries, is a specialty retailer of apparel, footwear, accessories and material goods for young men and women across fashion, music, art and action sports culture , streetwear and other lifestyles. The Company operates under the names Zumiez, Blue Tomato and Fast Times. It operates e-commerce websites at zumiez.com, zumiez.ca, blue-tomato.com and fasttimes.com.au. It offers different categories of shoes, such as skate shoes, casual shoes, sandals, slip-ons, sneakers, slippers, boots, and shoe accessories. For women, it offers t-shirts, tank tops, hoodies and sweatshirts, cardigans, jackets, skirts, jeans, joggers, leggings and dresses, among others. It offers various accessories, including watches, sunglasses, bracelets, earrings, rings, beanies, hats, belts, wallets, and phone accessories. For men, it offers t-shirts, shirts, jackets, flannels, sweaters, hoodies and sweatshirts, joggers, jeans, face coverings, backpacks, bags, hats, among others.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: PAST
LONG-TERM EPS GROWTH RATES: PAST
FREE CASH PER SHARE: PAST
AVERAGE PROFIT MARGIN OVER THREE YEARS: PAST

Detailed analysis of ZUMIEZ INC.

Complete Guru Analysis for ZUMZ

Full factor report for ZUMZ

More details on Validea’s Kenneth Fisher strategy

About Kenneth Fisher: Son of Philip Fisher, considered the “Father of Growth Investing”, Kenneth Fisher is a money manager, bestselling author and longtime Forbes columnist. Young Fisher caught Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of ​​using the price-to-sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world’s foremost experts on 19th century logging. Fittingly, Fisher’s company, Fisher Investments, is located in a lush forest in Woodside, Calif., where the contrary-minded Fisher says he and his employees can get away from Wall’s groupthink. Street.

About Validea: Validea is an investment research service that tracks 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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