Validea Motley Fool Strategy Daily Upgrade Report – 23/06/2022

JHere are today’s updates for Validea’s Small-Cap Growth Investor model based on Motley Fool’s published strategy. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

QCR HOLDINGS, INC. (QCRH) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 69% to 76% 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: QCR Holdings, Inc. is a multi-bank holding company. The Company serves the communities of Quad Cities, Cedar Rapids, Waterloo/Cedar Falls, Des Moines/Ankeny and Springfield through its banking subsidiaries, Quad City Bank & Trust (QCBT), Cedar Rapids Bank & Trust (CRBT), Community State Bank (CSB) and Springfield First Community Bank (SFCB), which provides comprehensive business and personal banking services, as well as trust and asset management services. It is also engaged in direct finance leases and equipment finance agreements through m2 Equipment Finance, LLC (m2), a subsidiary of QCBT. Its core business is to attract deposits and invest those deposits in loans/leases and securities. The Company and its subsidiaries provide a range of commercial and retail lending/leasing and investment services to companies, partnerships, individuals and government agencies. Its deposits include non-interest bearing demand deposits, interest bearing demand deposits, term deposits and traded deposits.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of QCR HOLDINGS, INC.

Complete Guru Analysis for QCRH

Full factor ratio for QCRH

NELNET, INC. (NNI) is a mid-cap value stock in the consumer financial services sector. The rating under our Motley Fool-based strategy increased from 69% to 83% 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: Nelnet, Inc. is a diversified company focused on providing educational services, technology solutions, telecommunications and asset management. The Company’s segments include Lending Service and Systems (LSS); Education Technology, Services and Payment Processing (ETS&PP); Communications; Asset Generation and Management (AGA) and Nelnet Bank. The LSS segment focuses on student and consumer loan origination services and service, loan origination and service-related technology solutions. The ETS&PP segment provides educational services, payment technologies and community management solutions. The Communications segment focuses on the provision of fiber optic services directly to homes and businesses for Internet, telephone and television services. The AGA segment includes the acquisition and management of student assets and other loans. The Nelnet Bank segment focuses on the private education loan market.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL
SALES ACCOUNTS RECEIVABLE: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: FAIL
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of NELNET, INC.

Complete Guru Analysis for NNI

Full factor ratio for NNI

SCHNEIDER NATIONAL INC (SNDR) is a mid-cap value stock in the trucking industry. The rating under our Motley Fool-based strategy increased from 63% to 76% 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: Schneider National, Inc. is a holding company. The Company is a provider of surface transportation and logistics solutions in North America. The Company operates through three segments: Full Load, Intermodal and Logistics. The Truckload segment includes freight transported and delivered by Company-employed drivers in Company trucks and by owner-operators. The intermodal segment consists of door-to-door flatcar container (COFC) service through a combination of rail and truck transportation in association with its rail carrier suppliers. The Logistics segment includes freight brokerage, supply chain, warehousing and import/export services. The Company also provides customized freight, business equipment, labor, systems and delivery services tailored to meet individual customer needs, which involves long-term contracts. Its arrangements include multiple pickups and drops, local deliveries, cargo handling, specialized equipment, and cargo network design.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

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

Detailed Analysis of SCHNEIDER NATIONAL INC

Full Guru Analysis for SNDR

Full factor ratio for SNDR

PCSB FINANCIAL CORP (PCSB) is a small-cap growth stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 73% to 87% 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: PCSB Financial Corporation is a bank holding company for PCSB Bank (Bank). PCSB Bank is a chartered commercial bank that operates 15 banking offices located in Dutchess (3 offices), Putnam (3 offices), Rockland (1 office) and Westchester (8 offices) counties, New York. The primary business activity of banks is to attract deposits from the general public and use these funds primarily to originate and purchase commercial loans, business loans, and home loans for one to four families and to purchase investment securities. The Bank offers a range of lending products, including commercial real estate loans, multi-family residential real estate loans, business loans, construction loans, residential mortgages, home equity lines of credit, consumer loans and overdraft loans. The Bank’s subsidiaries include: PCSB Funding Corp. and UpCounty Realty Corp.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

PCSB FINANCIAL CORP Detailed Analysis

Full Guru Analysis for PCSB

Full Factor Report for PCSB

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they’re not fools – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular website Motley Fool, which offers candid and often irreverent commentary on investing, the stock market and personal finance. The Gardners’ “Fool” is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a weekly column in a syndicated newspaper, and subscription newsletter services.

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 on 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.

About Kristina McManus

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