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07 June
Validea Kenneth Fisher Strategy Daily Upgrade Report - 6/7/2024

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

YEXT INC (YEXT) is a small-cap growth stock in the Business Services industry. The rating according to our strategy based on Kenneth Fisher changed from 58% to 70% 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: Yext, Inc. is a provider of an answer platform. The Company is engaged in organizing businesses facts to deliver relevant, actionable answers to consumer questions throughout the digital ecosystem. Its platform lets businesses structure the facts about their brands in a database called the Knowledge Graph. Its platform is built to leverage the structured data stored in the Knowledge Graph to deliver a search experience on a business or organization's own Website, as well as across over 200 service and application providers, which it refers to as its Publisher Network, and includes Amazon Alexa, Apple Maps, Bing, Cortana, Facebook, Google, Google Assistant, Google Maps, Siri, and Yelp. The Company's platform offers various features, including Listings, Pages, and Search, along with its other features and capabilities. The Company also offers field user support, which includes one-on-one training, review of content based on brand guidelines, and other support services.

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.

Detailed Analysis of YEXT INC

YEXT Guru Analysis

YEXT Fundamental Analysis

GIGACLOUD TECHNOLOGY INC (GCT) is a small-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Kenneth Fisher changed from 68% to 90% 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: GigaCloud Technology Inc is a holding company mainly engaged in the business to business (B2B) electronic commerce (e-commerce) business for large parcel merchandise. The Company is engaged in the operation of e-commerce platform named GigaCloud Marketplace which integrates product discovery, payments, and logistics tools. The Company' business areas include global furniture markets, home appliances, fitness equipment and others. In addition, the Company is engaged in the operation of warehouses. The Company also sells its products through third-party e-commerce websites.

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.

Detailed Analysis of GIGACLOUD TECHNOLOGY INC

GCT Guru Analysis

GCT Fundamental Analysis

Kenneth Fisher Portfolio

About Kenneth Fisher: The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/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. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.

About Validea: Validea is aninvestment researchservice 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

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.