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Yahoo
2 days ago
- Business
- Yahoo
Here's Why McKesson (MCK) is a Strong Value Stock
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Achieving those goals is made easier with the Zacks Style Scores, a unique set of guidelines that rates stocks based on popular investing methodologies, namely value, growth, and momentum. The Style Scores can help you narrow down which stocks are better for your portfolio and which ones can beat the market over the long-term. Why Investors Should Pay Attention to This Value Stock Finding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, and Price/Cash Flow to highlight the most attractive and discounted stocks. McKesson (MCK) San Francisco, CA-based McKesson Corporation is a health care services and information technology company. McKesson operates through two segments: MCK sits at a Zacks Rank #3 (Hold), holds a Value Style Score of A, and has a VGM Score of A. Compared to the Medical - Dental Supplies industry's P/E of 16.7X, shares of McKesson are trading at a forward P/E of 17.8X. MCK also has a PEG Ratio of 1.3, a Price/Cash Flow ratio of 17.1X, and a Price/Sales ratio of 0.2X. A company's earnings performance is important for value investors as well. For fiscal 2026, seven analysts revised their earnings estimate higher in the last 60 days for MCK, while the Zacks Consensus Estimate has increased $0.16 to $37.35 per share. MCK also holds an average earnings surprise of 1.5%. MCK should be on investors' short list because of its impressive earnings and valuation fundamentals, a good Zacks Rank, and strong Value and VGM Style Scores. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report McKesson Corporation (MCK) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
29-07-2025
- Business
- Globe and Mail
Is Chevron Stock a Buy Ahead of Q2 Earnings or Best to Wait?
Chevron CorporationCVX is slated to release second-quarter 2025 results on Aug. 1, before market open. The Zacks Consensus Estimate for the to-be-reported quarter's earnings per share (EPS) and revenues is pegged at $1.66 per share and $47.1 billion, respectively. The earnings estimates for the to-be-reported quarter have been revised upward by 5.1% over the past 30 days. The bottom-line projection indicates a decline of 34.9% from the year-ago reported number. The Zacks Consensus Estimate for quarterly revenues, meanwhile, suggests a year-over-year decrease of 7.9%. For full-year 2025, the Zacks Consensus Estimate for CVX's revenues is pegged at $191.5 billion, implying a decline of 5.6% year over year. The consensus mark for 2025 EPS stands at $7.26, indicating a contraction of around 27.8%. Image Source: Zacks Investment Research In the trailing four quarters, the San Ramon, CA-based oil and gas company surpassed EPS estimates twice and missed in the other two, as reflected in the chart below. Q2 Earnings Whispers for Chevron Our proven model predicts an earnings beat for Chevron this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. CVX has an Earnings ESP of +3.63% and a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Natural Gas Strength to Aid CVX Q2 Results Let's start by exploring how Chevron's second-quarter results may have been shaped by fluctuations in oil and natural gas prices. According to the U.S. Energy Information Administration, average monthly WTI crude prices for April, May and June 2024 were $85.35, $80.02 and $79.77 per barrel, respectively. By comparison, prices declined to $63.54, $62.17, and $68.17 per barrel in the same order during the comparable months of 2025. This year-over-year drop highlights the weaker oil price environment in Q2 2025. As a matter of fact, ExxonMobilXOM, the world's largest integrated energy company, has already cautioned that its second-quarter earnings could take a hit because of lower oil prices. However, natural gas prices presented positive signals. In Q2 2025, U.S. Henry Hub average prices were $3.42 in April, $3.12 in May and $3.02 in June. These prices were significantly higher than the same months in 2024 — $1.60, $2.12 and $2.54, respectively. Chevron's production also offers an encouraging story. Output edged up 0.2% in the previous quarter, reflecting higher volumes from the Permian Basin, Kazakhstan and the Gulf of America, offset by asset sales in Canada and the Republic of Congo. For Q2 2025, Chevron's total production volume is estimated at 3,326 thousand barrels of oil-equivalent per day (MBOE/d), according to the Zacks Consensus Estimate. This is up from 3,292 MBOE/d churned out in the year-ago period. In particular, domestic natural gas production is likely to have been particularly strong, benefiting from a favorable price environment. The consensus mark for second-quarter U.S. gas output is 2,827 million cubic feet per day (MMcf/d) compared to 2,643 MMcf/d in the corresponding period of 2024. Chevron's 'Big Oil' peer BP plcBP also expects to pump out more oil and gas in the second quarter. This boost is largely thanks to higher output from BP's U.S. shale operations. However, BP has also warned that lower crude oil prices will hit its drilling profits hard. Coming back to Chevron, it might see a modest boost from its downstream/refining business, with margins going up. Consequently, the Zacks Consensus Estimate for CVX's second-quarter downstream income is pegged at $631 million, implying an improvement from $597 million earned in the year-ago period. ExxonMobil, too, indicated that refining profits could potentially add between $100 million and $500 million to its downstream profits. Meanwhile, BP anticipates refining profits jumping from $15.20 per barrel in the first quarter to $21.10 in the second. Price Performance & Valuation Over the past year, shares of Chevron have contracted more than 2%, underperforming the S&P 500. Image Source: Zacks Investment Research From a valuation perspective — in terms of forward price-to-earnings ratio — Chevron is trading at a premium compared to the industry average. The stock is also trading above its five-year mean of 11.86. Image Source: Zacks Investment Research How Should You Play CVX Pre-Q2 Earnings? Chevron heads into its second-quarter earnings report after recently concluding the Hess acquisition, secured after a lengthy dispute with ExxonMobil. The favorable ruling by an international arbitration panel puts an end to a long, drawn-out legal battle that had created tremendous uncertainty around one of the biggest oil deals in recent memory. A fully integrated energy firm, Chevron is positioned as one of the top global integrated oil firms, set for sustainable production growth, particularly due to its dominant position in the lucrative Permian Basin. Chevron's financial stability is also a key advantage. The company maintains a healthy balance sheet and continues to emphasize shareholder returns. With high dividend safety, Chevron returned billions in cash to investors even during oil price swings. This financial prudence supports long-term investor confidence. However, Chevron is faced with muted sales growth, which has been a driving force behind its poor share performance. Sales of $47.6 billion in the first quarter fell 2.3% year over year, which followed negative growth rates in some of the prior periods of the recent past. Meanwhile, pre-tax profit plunged 30% to $5.6 billion in Q1 due to a 3% rise in total costs. As a result, pre-tax margins narrowed significantly. This is especially concerning as Chevron shifts toward shorter-cycle, reinvestment-heavy shale projects to maintain production. So, all in all, now may not be the best time to buy the stock. It's wise to wait for Chevron's upcoming earnings to better gauge its 2025 outlook. CVX's premium valuation only adds to the case for caution. The market is also eager to see the company's initial thoughts on the landmark Hess deal, especially the impact it sees from the prized Guyana assets. Higher. Faster. Sooner. Buy These Stocks Now A small number of stocks are primed for a breakout, and you have a chance to get in before they take off. At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We've combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month. You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-07-2025
- Business
- Yahoo
If You Invested $1000 in Arista Networks a Decade Ago, This is How Much It'd Be Worth Now
For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Arista Networks (ANET) ten years ago? It may not have been easy to hold on to ANET for all that time, but if you did, how much would your investment be worth today? Arista Networks' Business In-Depth With that in mind, let's take a look at Arista Networks' main business drivers. Santa Clara, CA-based Arista Networks, Inc. is engaged in providing cloud networking solutions for data centers and cloud computing environments. The company offers 10/25/40/50/100 Gigabit Ethernet switches and routers optimized for next generation data center networks. Arista uses multiple silicon architectures across its products. At the core of the company's cloud networking solutions is the Linux-based Extensible Operating System (EOS), which was architected to be fully programmable and highly modular. EOS supports leading cloud and virtualization solutions, including Microsoft System Center, OpenStack and other cloud management frameworks. The company co-authored the Virtual Extensible LAN (VXLAN) protocol specification with VMware and was the first to demonstrate VXLAN integration. It has now expanded VXLAN routing and integration. In 2015, Arista introduced CloudVision, a network-wide approach for workload orchestration and workflow automation delivering a turnkey solution for cloud networking. In 2019, Arista introduced 10 new 400G platforms. In the Leaf/Spine High Network Radix category, it now offers two new fixed 32 port 400G switches and a 128 port 100G/32 port 400G modular switch. For the Universal Leaf and Spine category of switching, the company introduced R3 series 100G and 400G products supporting up to 2.5M routes on its 7280R3 series fixed and 7500R3 series modular platforms. Arista introduced a modular family called the 7800R3, a high density 100G and 400G platform supporting up to 460 Tbps of system throughput. Also, it launched the 720XP Series of fixed Power over Ethernet (PoE) leaf switches with 60W PoE, enabling it to offer a complete end-to-end solution for cognitive campus Ethernet as well as the introduction of WiFi-6 wireless Access Points (APs). The company serves five verticals namely – cloud titans (customers that deploy more than one million servers), cloud specialty providers, service providers, financial services and rest of enterprise. Arista's customers include six of the largest cloud service providers based on annual revenues. In 2024, total revenues were $7 billion. Bottom Line Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For Arista Networks, if you bought shares a decade ago, you're likely feeling really good about your investment today. According to our calculations, a $1000 investment made in July 2015 would be worth $20,615.96, or a gain of 1,961.60%, as of July 23, 2025, and this return excludes dividends but includes price increases. In comparison, the S&P 500's gained 198.45% and the price of gold went up 202.98% over the same time frame. Analysts are anticipating more upside for ANET. Arista should benefit from its software-driven, data-centric approach that helps customers build their cloud architecture and enhance the cloud experience they offer their clients. Diversification across its top verticals and product lines, along with an improved market demand supported by a flexible business model and solid cash flow, augurs well for long-term growth. The versatility of Arista's unified software stack across various use cases, including WAN routing and campus and data center infrastructure, sets it apart from other competitors in the industry. However, Arista faces stiff competition in cloud networking solutions, particularly in the 10-gigabit Ethernet and above. Rise in headcount expense, new product introduction costs and higher variable expenditures are straining margins. High customer concentration is worrisome. Over the past four weeks, shares have rallied 15.59%, and there have been 1 higher earnings estimate revisions in the past two months for fiscal 2025 compared to none lower. The consensus estimate has moved up as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arista Networks, Inc. (ANET) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
15-07-2025
- Business
- Yahoo
Why TD SYNNEX (SNX) is a Top Momentum Stock for the Long-Term
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors alike. While you may have an investing style you rely on, finding great stocks is made easier with the Zacks Style Scores. These are complementary indicators that rate stocks based on value, growth, and/or momentum characteristics. For momentum investors, upward or downward trends in a stock's price or earnings outlook take precedent, so they'll want to zero in on the Momentum Style Score. This Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates. Fremont, CA-based TD SYNNEX is a leading global IT distributor and solutions aggregator, providing a comprehensive range of technology distribution, logistics and integration services. The company was originally known as SYNNEX Corporation before rebranding as TD SYNNEX in September 2021, following its merger with Tech Data Corporation, a move that significantly expanded its global reach and vendor partnerships. SNX boasts a Momentum Style Score of A and VGM Score of B, and holds a Zacks Rank #3 (Hold) rating. Shares of TD SYNNEX has seen some interesting price action recently; the stock is up 1.9% over the past one week and up 13.6% over the past four weeks. And in the last one-year period, SNX has gained 23.5%. As for the stock's trading volume, 1,046,277 shares on average were traded over the last 20 days. Momentum investors also pay close attention to a company's earnings. For SNX, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.18 to $12.01 per share for 2025. SNX boasts an average earnings surprise of 3%. Investors should take the time to consider SNX for their portfolios due to its solid Zacks Ranks, notable earnings metrics, and impressive Momentum and VGM Style Scores. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TD SYNNEX Corporation (SNX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
11-07-2025
- Business
- Yahoo
On Time Trucking Achieves ISO 9001:2015 Certification
New York trucking company completes rigorous assessment and audit of operating processes and procedures, receives certification for quality management systems. Reinforces company's 40 years of excellence providing high-security, final mile, custom logistics and specialized, expedited delivery services. FARMINGDALE, N.Y., July 11, 2025 /PRNewswire/ -- On Time Trucking, a leading provider of final mile trucking and logistics services based in Farmingdale, NY, has completed an independent audit and assessment of its quality management practices and procedures and has been confirmed as meeting the requirements for ISO 9001:2015 certification for warehousing and distribution operations. On Time Trucking, a subsidiary of Fremont, CA-based RK Logistics Group Holdings, has more than four decades of experience serving the Tri-State area providing secure, time-definite, expedited trucking solutions for high-value goods. On Time Trucking is one of New York's most experienced interline freight and final-mile cartage companies with extensive expertise covering New York City's five boroughs, New Jersey and Long Island. The certification was issued by Amtivo USA Inc., an independent agency accredited by the ANSI National Accreditation Board. Amtivo employs expert ISO auditors to conduct a comprehensive multi-stage audit and assessment of company quality management systems to determine if they meet global standards requirements. "This multi-site certification is especially valuable for complex supply chains where precision, timeliness, reliability and security are essential," said Joe MacLean, Chairman and CEO of RK Logistics Group. "We are very proud of the On Time Trucking team for their diligence and consistent performance in achieving and maintaining the highest standards of quality management processes." The ISO 9001 standards provide a framework for ensuring key performance factors -- such as first-time delivery rates and customer shipments arriving accurately on time – are achieved, noted James Bryant, RK's chief operating officer. He added that the certification reinforces the superior quality of On-Time Trucking's services, which include: Final Mile & Specialized Deliveries - Nighttime & late-night delivery options; final mile cartage services; custom solutions for complex, high-priority, time-sensitive cargoes; white glove residential delivery including multi-person and stair-carry services; heavy haul capabilities. High-Security & Specialized Access – TSA compliant, certified for hazmat transportation, expertise in protocols and processes for high-security locations such as the World Trade Center, Empire State Building and Rockefeller Center. Custom Logistics & Expedited Shipping – Expedited service for time-sensitive goods, tailored solutions for efficient on-time deliveries; effective solutions for high value, high density shipments and oversized/heavy cargo; full-truckload, bulk and less-than-truckload services and purpose-designed logistics support for trade shows. Technology-Driven Tracking & Flexibility -- Real-time shipment visibility, updates and proof of deliveries on demand; with ELD-equipped vehicles; adaptive logistics solutions for rapid response to unique customer needs, route and load optimization and performance analytics to ensure exacting standards are met. Strategically located with headquarters in Central Long Island, On Time Trucking has long been a dependable provider of custom logistics and transportation services in the greater New York City region, serving a diverse clientele from Manhattan to Montauk. On Time Trucking became an operating subsidiary of RK Logistics Group Holdings in February 2024. For more information about On Time Trucking's services please visit email us at info@ or call us at 631-694-1154. About RK Logistics Group -- RK Logistics provides sustainable supply chain solutions for innovative industries. RK's expertise is in complex, high value density, zero fault tolerance, regulatorily intensive products that often require comprehensive services. We offer warehousing, specialty transportation, reverse logistics, manufacturing support, engineering support, hazardous materials storage, handling and transportation and order fulfillment. RK's manufacturing support, warehousing, eCommerce order fulfillment and transportation services feature enabling technologies, skilled, experienced teams, lean practices, ISO-9001 and CA Board of Pharmacy 3PL certifications, delivering flexible, sustainable, and efficient logistics solutions. For more information, go to View original content to download multimedia: SOURCE RK Logistics
