Frontdoor, Inc. provides home warranties in the United States in the United States. Its customizable home warranties help customers protect and maintain their homes from costly and unplanned breakdowns of essential home systems and appliances. The company's home warranty customers subscribe to an annual service plan agreement that covers the repair or replacement of principal components of approximately 20 home systems and appliances, including electrical, plumbing, water heaters, refrigerators, dishwashers, and ranges/ovens/cooktops, as well as electronics, pools, and spas and pumps; and heating, ventilation, and air conditioning systems. It also offers on-demand home services and a one-stop app experience for home repair and maintenance; and Streem technology, an app that empowers homeowners by connecting them in real time through video chat with qualified experts to diagnose and solve their problems. The company serves homeowners under the Frontdoor, American Home Shield, HSA, OneGuard, Landmark Home Warranty, Frontdoor logo, and Streem brands. The company was founded in 1971 and is headquartered in Memphis, Tennessee.

Frontdoor, Inc.

The following are today's upgrades for Validea's Earnings Yield Investor model based on the published strategy of Joel Greenblatt. This value model looks for companies with high return on capital and earnings yields.
BUCKLE INC (BKE) is a mid-cap value stock in the Retail (Apparel) industry. The rating according to our strategy based on Joel Greenblatt changed from 80% 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: The Buckle, Inc. is a retailer of casual apparel, footwear, and accessories. The Company operates approximately 441 retail stores in 42 states. The Company markets a wide selection of casual apparel including denim, other casual bottoms, tops, sportswear, outerwear, accessories, and footwear. It also provides customer services, such as free hemming, free gift-packaging, easy layaways, the Buckle private label credit card, and a guest loyalty program. The Company offers denims from brands such as Flying Monkey, Hidden, KanCan, LeviGs, Miss Me, Rock Revival, Wrangler, and 7 For All Mankind. Its other key brands include Affliction, American Fighter, Ariat, Billabong, Birkenstock, Free People, Goorin Bros., Hey Dude, Hooey, Howitzer, Hurley, K. Swiss, Kimes Ranch, Lost Calf, Mia, Oakley, Old Row, Pendleton, Ray-Ban, Reebok, Ridge, RVCA, SOREL, Steve Madden, Sullen, Very G, White Crow, and Z Supply.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of BUCKLE INC
BKE Guru Analysis
BKE Fundamental Analysis
FRONTDOOR INC (FTDR) is a mid-cap growth stock in the Business Services industry. The rating according to our strategy based on Joel Greenblatt changed from 80% 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: Frontdoor, Inc. is a provider of home warranties and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes, typically their assets, from costly and unplanned breakdowns of essential home systems and appliances. It operates primarily under the American Home Shield and 2-10 HBW brands. Its annual service plan agreement covers the repair or replacement of components of up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverage for electronics, pools, spas and pumps. Its operations also include its Streem, a technology platform that uses augmented reality, computer vision and machine learning to provide services. It has approximately 2.1 million active home warranties across all brands in the United States, including its American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of FRONTDOOR INC
FTDR Guru Analysis
FTDR Fundamental Analysis
LEGACY HOUSING CORP (LEGH) is a small-cap value stock in the Mobile Homes & RVs industry. The rating according to our strategy based on Joel Greenblatt changed from 80% 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: Legacy Housing Corporation builds, sells, and finances manufactured homes and tiny houses that are distributed through a network of independent retailers and Company-owned stores and also sold directly to manufactured home communities. The Company has operations focused primarily on the southern United States. Its homes are marketed under its premier Legacy brand name and are sold to consumers, primarily across 15 states, through a network of over 125 independent retail locations, 13 Company-owned retail locations and through direct sales to owners of manufactured home communities. Its 13 Company-owned retail locations, including 12 Heritage Housing stores and one Tiny House Outlet store, exclusively sell its homes. It provides inventory financing for its independent retailers who purchase homes and then sell them to consumers. It provides consumer financing for its products, which are sold to end-users through both independent and Company-owned retail locations.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of LEGACY HOUSING CORP
LEGH Guru Analysis
LEGH Fundamental Analysis
Joel Greenblatt Portfolio
Top Joel Greenblatt Stocks
About Joel Greenblatt: In his 2005 bestseller The Little Book That Beats The Market, hedge fund manager Joel Greenblatt laid out a stunningly simple way to beat the market using two -- and only two -- fundamental variables. The "Magic Formula," as he called it, produced back-tested returns of 30.8 percent per year from 1988 through 2004, more than doubling the S&P 500's 12.4 percent return during that time. Greenblatt also produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more than two decades.
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.

Validea Joel Greenblatt Strategy Daily Upgrade Report - 6/12/2025

Investors often opt for the stock-picking approach that involves stocks with a low price-to-earnings (P/E) ratio. This strategy is based on the notion that the lower the P/E ratio is, the higher the stock value. The reasoning behind this is straightforward — when a stock's current market price does not adequately reflect its higher earnings, it suggests potential for growth.
But there is more to this whole P/E story. Because not only low P/E but also stocks with a rising P/E can fetch strong returns. In this regard, investors can bet on the likes of Disney DIS, Genesco GCO, Quad Graphics QUAD, Frontdoor FTDR and Gibraltar Industries ROCK.
Rising P/E: A Useful Tool
The concept is that as earnings rise, so should the price of the stock. As forecasts for expected earnings come in higher, strong demand for the stock should continue to push up its prices. After all, astock's P/E gives an indication of how much investors are ready to shell out per dollar of earnings.
Suppose an investor wants to buy a stock with a P/E ratio of 30. This means that he is willing to shell out $30 for only $1 worth of earnings as he expects earnings of the company to rise at a faster pace in the future owing to strong fundamentals.
So, if the P/E of a stock is rising steadily, it means that investors are assured of its inherent strength and expect some strong positives out of it.
Also, studies have revealed that stocks have seen their P/E ratios jump over 100% from their breakout point in the cycle. So, if you can pick stocks early in their breakout cycle, you can end up seeing considerable gains.
The Winning Strategy
In order to shortlist stocks that are exhibiting an increasing P/E, we chose the following as our primary screening parameters.
EPS growth estimate for the current year is greater than or equal to last year’s actual growth
Percentage change in last year EPS should be greater than or equal zero
(These two criteria point to flat earnings or a growth trend over the years.)
Percentage change in price over four weeks greater than the percentage change in price over 12 weeks
Percentage change in price over 12 weeks greater than percentage change in price over 24 weeks
(These two criteria show that price of the stock is increasing consistently over the said timeframes.)
Percentage price change for four weeks relative to the S&P 500 greater than the percentage price change for 12 weeks relative to the S&P 500
Percentage price change for 12 weeks relative to the S&P 500 greater than the percentage price change for 24 weeks relative to the S&P 500
(Here, the case for consistent price gains gets even stronger as it displays percentage price changes relative to the S&P 500.)
Percentage price change for 12 weeks is 20% higher than or equal to the percentage price change for 24 weeks, but it should not exceed 100%
(A 20% increase in the price of a stock from the breakout point gives cues of an impending uptrend. But a jump of over 100% indicates that there is limited scope for further upside and that the stock might be due for a reversal.)
In addition, we place a few other criteria that lead us to some likely outperformers.
Zacks Rank less than or equal to 2: Only companies with a Zacks Rank #1 (Strong Buy) or 2 (Buy) can get through.
Average 20-day Volume greater than or equal to 50,000: High trading volume implies that the stocks have adequate liquidity.
Just these few criteria narrowed down the universe from over 7,700 stocks to just 100.
Here are five out of the 100 stocks:
Disney: The Zacks Rank #2 (Buy)company is a leading diversified global entertainment and media enterprise. It's known for its iconic brands, creative storytelling, and innovative technologies across various entertainment sectors. You can see the complete list of today’s Zacks #1 Rank stocks here.
The average four-quarter earnings surprise of DIS is 16.38%.
Genesco: The Zacks Rank #2 specialty retail and branded company sells footwear and accessories in retail stores.
The average four-quarter earnings surprise of GCO is 37.19%.
Quad Graphics: The Zacks Rank #1 company is a provider of print and related multichannel solutions for consumer magazines, special interest publications, catalogs, retail inserts and circulars, direct mail products, books and directories.
The average four-quarter earnings surprise of QUAD is 71.79%.
Frontdoor: The Zacks Rank #2 company is the parent company of home service plan brands consisting of American Home Shield, HSA, Landmark and OneGuard.
The average four-quarter earnings surprise of FTDR is 69.85%.
Gibraltar Industries: The Zacks Rank #2 company manufactures and distributes products to the industrial and buildings market.
The average four-quarter earnings surprise of ROCK is 3.09%.
You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge.
The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out.
Click here to sign up for a free trial to the Research Wizard today.
Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.
Disclosure: Performance information for Zacks’ portfolios and strategies are available at: https://www.zacks.com/performance.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
See This Stock Now for Free >>
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
The Walt Disney Company (DIS) : Free Stock Analysis Report
Genesco Inc. (GCO) : Free Stock Analysis Report
Gibraltar Industries, Inc. (ROCK) : Free Stock Analysis Report
Quad Graphics, Inc (QUAD) : Free Stock Analysis Report
Frontdoor Inc. (FTDR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bet on 5 Top-Ranked Stocks With Rising P/E

The following are the top rated Consumer Discretionary stocks according to Validea's Earnings Yield Investor model based on the published strategy of Joel Greenblatt. This value model looks for companies with high return on capital and earnings yields.
AFYA LTD (AFYA) is a small-cap value stock in the Business Services industry. The rating according to our strategy based on Joel Greenblatt is 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: Afya Ltd is a Brazil-based company engaged in the education sector. The Company is mainly focused on operating medical schools, offering health sciences courses, which comprise medicine, dentistry, nursing, radiology, psychology, pharmacy, physical education, physiotherapy, nutrition and biomedicine. In addition, the Firm provides degree programs and courses in other subjects and disciplines, including undergraduate and post graduate courses in business administration, accounting, law, civil engineering, industrial engineering and pedagogy. The Company's methodological approach combines integrated content, interactive learning, and an adaptive experience for learners. Through its educational content and technology-enabled activities, the Company focuses on personalized learning that mirrors one-on-one tutoring. The Company's undergraduate and graduate campuses are spread across Brazil, as well as its digital medical platform.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of AFYA LTD
AFYA Guru Analysis
AFYA Fundamental Analysis
FRONTDOOR INC (FTDR) is a mid-cap growth stock in the Business Services industry. The rating according to our strategy based on Joel Greenblatt is 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: Frontdoor, Inc. is a provider of home warranties and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes, typically their assets, from costly and unplanned breakdowns of essential home systems and appliances. It operates primarily under the American Home Shield and 2-10 HBW brands. Its annual service plan agreement covers the repair or replacement of components of up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverage for electronics, pools, spas and pumps. Its operations also include its Streem, a technology platform that uses augmented reality, computer vision and machine learning to provide services. It has approximately 2.1 million active home warranties across all brands in the United States, including its American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of FRONTDOOR INC
FTDR Guru Analysis
FTDR Fundamental Analysis
TOPBUILD CORP (BLD) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Joel Greenblatt is 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: TopBuild Corp. is an installer and specialty distributor of insulation and related building material products to the construction industry in the United States and Canada. The CompanyGs segments include Installation and Specialty Distribution. The Installation segment primarily installs insulation and other building products. Installation sells primarily to the residential new construction market, commercial/industrial construction market, along with repair/remodel of residential housing. In addition to insulation, it installs other building products, including glass and windows, rain gutters, garage doors, closet shelving, and fireplaces, among other items. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories and other building product materials for the residential and commercial/industrial end markets. In addition to insulation and accessories, it distributes rain gutters, closet shelving, and roofing materials, among other items.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of TOPBUILD CORP
BLD Guru Analysis
BLD Fundamental Analysis
ULTA BEAUTY INC (ULTA) is a large-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Joel Greenblatt is 60% 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: Ulta Beauty, Inc. is a specialty beauty retailer in the United States. The Company offers cosmetics, fragrance, skin care products, hair care products and salon services. The Company operates approximately 1,445 retail stores across 50 states and also distributes its products through its Website, which includes a collection of tips, tutorials, and social content. It offers guests a differentiated assortment of approximately 29,000 products from approximately 600 beauty brands across a variety of categories and price points. It offers a wide selection of beauty and wellness categories, across cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools. It also offers beauty services in nearly every store, including a full-service hair salon and a Benefit Brow Bar. Its loyalty program, Ulta Beauty Rewards, enables members to earn points for every dollar spent on products and beauty services at Ulta Beauty.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
FAIL
Detailed Analysis of ULTA BEAUTY INC
ULTA Guru Analysis
ULTA Fundamental Analysis
Joel Greenblatt Portfolio
Top Joel Greenblatt Stocks
About Joel Greenblatt: In his 2005 bestseller The Little Book That Beats The Market, hedge fund manager Joel Greenblatt laid out a stunningly simple way to beat the market using two -- and only two -- fundamental variables. The "Magic Formula," as he called it, produced back-tested returns of 30.8 percent per year from 1988 through 2004, more than doubling the S&P 500's 12.4 percent return during that time. Greenblatt also produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more than two decades.
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.

Validea's Top Consumer Discretionary Stocks Based On Joel Greenblatt - 5/22/2025

The following are the top rated Consumer Discretionary stocks according to Validea's Earnings Yield Investor model based on the published strategy of Joel Greenblatt. This value model looks for companies with high return on capital and earnings yields.
CROCS INC (CROX) is a mid-cap value stock in the Footwear industry. The rating according to our strategy based on Joel Greenblatt is 100% 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: Crocs, Inc. is engaged in the design, development, worldwide marketing, distribution, and sale of casual lifestyle footwear and accessories for all. The Company's brands include Crocs and HEYDUDE. The Crocs Brand's collection contains Croslite material, a proprietary, molded footwear technology. It also uses Croslite material formulations in connection with material technologies used in its visible comfort collections, such as its LiteRide and Free Feel Technology products. The HEYDUDE Brand offers shoes with an iconic and versatile loafer silhouette with many wearing occasions that focus on casualization, comfort-led functionality and personalization. It sells its products in more than 80 countries, through wholesale and direct-to-consumer channels. Its wholesale channel includes domestic and international multi-brand retailers, e-tailers and others. Its direct-to-consumer channel includes Company-operated retail stores, Company-operated e-commerce sites and third-party marketplaces.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of CROCS INC
CROX Guru Analysis
CROX Fundamental Analysis
FRONTDOOR INC (FTDR) is a mid-cap value stock in the Business Services industry. The rating according to our strategy based on Joel Greenblatt is 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: Frontdoor, Inc. is a provider of home warranties and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes, typically their assets, from costly and unplanned breakdowns of essential home systems and appliances. It operates primarily under the American Home Shield and 2-10 HBW brands. Its annual service plan agreement covers the repair or replacement of components of up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverage for electronics, pools, spas and pumps. Its operations also include its Streem, a technology platform that uses augmented reality, computer vision and machine learning to provide services. It has approximately 2.1 million active home warranties across all brands in the United States, including its American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of FRONTDOOR INC
FTDR Guru Analysis
FTDR Fundamental Analysis
TOPBUILD CORP (BLD) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Joel Greenblatt is 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: TopBuild Corp. is an installer and specialty distributor of insulation and related building material products to the construction industry in the United States and Canada. The CompanyGs segments include Installation and Specialty Distribution. The Installation segment primarily installs insulation and other building products. Installation sells primarily to the residential new construction market, commercial/industrial construction market, along with repair/remodel of residential housing. In addition to insulation, it installs other building products, including glass and windows, rain gutters, garage doors, closet shelving, and fireplaces, among other items. The Specialty Distribution segment distributes building and mechanical insulation, insulation accessories and other building product materials for the residential and commercial/industrial end markets. In addition to insulation and accessories, it distributes rain gutters, closet shelving, and roofing materials, among other items.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
PASS
Detailed Analysis of TOPBUILD CORP
BLD Guru Analysis
BLD Fundamental Analysis
BEST BUY CO INC (BBY) is a large-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Joel Greenblatt is 80% 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: Best Buy Co., Inc. is engaged in personalizing and humanizing technology solutions. It operates in two segments: Domestic and International. The Domestic segment comprises its operations in all states, districts and territories of the United States and its Best Buy Health business, and includes the brand names Best Buy, Best Buy Ads, Best Buy Business, Best Buy Essentials, Best Buy Health, Current Health, Geek Squad, Imagine That, Insignia, Lively, My Best Buy, My Best Buy Memberships, Pacific Kitchen and Home, TechLiquidators and Yardbird; and the domain names bestbuy.com, currenthealth.com, lively.com, techliquidators.com and yardbird.com. The International segment comprises all operations in Canada under the brand names Best Buy, Best Buy Express, Best Buy Mobile, Geek Squad and TechLiquidators and the domain names bestbuy.ca and techliquidators.ca. Its product categories include computing and mobile phones, consumer electronics, appliances, entertainment, services and others.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
FAIL
Detailed Analysis of BEST BUY CO INC
BBY Guru Analysis
BBY Fundamental Analysis
ULTA BEAUTY INC (ULTA) is a large-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Joel Greenblatt is 60% 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: Ulta Beauty, Inc. is a specialty beauty retailer in the United States. The Company offers cosmetics, fragrance, skin care products, hair care products and salon services. The Company operates approximately 1,445 retail stores across 50 states and also distributes its products through its Website, which includes a collection of tips, tutorials, and social content. It offers guests a differentiated assortment of approximately 29,000 products from approximately 600 beauty brands across a variety of categories and price points. It offers a wide selection of beauty and wellness categories, across cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools. It also offers beauty services in nearly every store, including a full-service hair salon and a Benefit Brow Bar. Its loyalty program, Ulta Beauty Rewards, enables members to earn points for every dollar spent on products and beauty services at Ulta Beauty.
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.
EARNINGS YIELD:
NEUTRAL
RETURN ON TANGIBLE CAPITAL:
NEUTRAL
FINAL RANKING:
FAIL
Detailed Analysis of ULTA BEAUTY INC
ULTA Guru Analysis
ULTA Fundamental Analysis
Joel Greenblatt Portfolio
Top Joel Greenblatt Stocks
About Joel Greenblatt: In his 2005 bestseller The Little Book That Beats The Market, hedge fund manager Joel Greenblatt laid out a stunningly simple way to beat the market using two -- and only two -- fundamental variables. The "Magic Formula," as he called it, produced back-tested returns of 30.8 percent per year from 1988 through 2004, more than doubling the S&P 500's 12.4 percent return during that time. Greenblatt also produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more than two decades.
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.

Validea's Top Consumer Discretionary Stocks Based On Joel Greenblatt - 4/24/2025

In trading on Thursday, shares of Frontdoor Inc (Symbol: FTDR) crossed below their 200 day moving average of $48.19, changing hands as low as $46.00 per share. Frontdoor Inc shares are currently trading down about 19.2% on the day. The chart below shows the one year performance of FTDR shares, versus its 200 day moving average:
Looking at the chart above, FTDR's low point in its 52 week range is $29.405 per share, with $63.4875 as the 52 week high point — that compares with a last trade of $46.21.
Click here to find out which 9 other stocks recently crossed below their 200 day moving average »
Also see:
Dow Components Hedge Funds Are Buying
CULL Average Annual Return
ETFs Holding AAPL
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Frontdoor (FTDR) Shares Cross Below 200 DMA

Vulcan Materials Company VMC recently announced a hike in dividend payout, maintaining its long-standing commitment to increasing stockholder returns. This hike is reflective of the company’s focus on a balanced capital allocation strategy via balance sheet strength and operational excellence.
The board of directors of this largest producer of construction aggregates in the United States approved a 7% hike in quarterly cash dividend to 49 cents per share ($1.96 annually) from 46 cents ($1.84 annually). This new dividend will be paid on March 24, 2025, to its shareholders of record as of March 10. Based on the closing price of $270.46 per share on Feb. 14, 2025, VMC stock has a dividend yield of 0.8% and a payout ratio of 28.3%.
Shares of VMC gained 0.4% during the trading session last Friday.
What’s Driving the Dividend Policy?
Vulcan Materials — which is scheduled to report fourth-quarter 2024 results on Feb. 18 — remains focused on creating shareholder value through share repurchases and dividends. During the first nine months of 2024, the company returned $183.6 million to shareholders through dividends, an increase from $171.6 million in the year-ago period.
Vulcan has been witnessing strong pricing, underpinned by growing public demand (mainly transport) and operational discipline. Public sector construction includes spending by federal, state and local governments for the construction of highways, bridges, airports, dams, roads and other infrastructure construction.
Vulcan reported a 10% increase in aggregates cash gross profit per ton in the third quarter of 2024, marking the eighth consecutive quarter of double-digit growth. Additionally, Vulcan’s recent acquisition of Wake Stone Corporation will extend its presence in the high-growth Carolinas region. The company's "Vulcan Way of Selling and Operating" principles are key drivers in enhancing profitability and seamlessly integrating new operations.
Also, public infrastructure projects bolstered by state and federal funding are expected to support ongoing construction demand, thereby benefiting Vulcan.
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Shares of this Zacks Rank #3 (Hold) company have gained 10.7% in the past six months compared with the Zacks Building Products - Concrete and Aggregates industry’s 5% growth. The company is likely to benefit from consistent strategic execution, strong performance of the aggregate-led business, large industrial projects demand and the expected improvement in the single-family residential market.
Key Picks
Here are some better-ranked stocks from the Construction sector.
Frontdoor, Inc. FTDR currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
FTDR delivered a trailing four-quarter earnings surprise of 269%, on average. The stock has gained 27.3% in the past six months. The Zacks Consensus Estimate for FTDR’s 2025 sales and earnings per share (EPS) indicates an increase of 6.4% and 1.4%, respectively, from a year ago.
Dycom Industries, Inc. DY currently carries a Zacks Rank #2 (Buy). DY delivered a trailing four-quarter earnings surprise of 16.6%, on average. The stock has lost 8.4% in the past six months.
The Zacks Consensus Estimate for DY’s fiscal 2026 sales and EPS indicates an increase of 14% and 14.3%, respectively, from a year ago.
Armstrong World Industries AWI currently carries a Zacks Rank #2. MTZ delivered a trailing four-quarter earnings surprise of 10.5%, on average. The stock has gained 25.6% in the past six months.
The Zacks Consensus Estimate for AWI’s 2025 sales and EPS indicates an increase of 6.1% and 11.2%, respectively, from a year ago.
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Vulcan Materials Company (VMC) : Free Stock Analysis Report
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Vulcan Materials Rewards Investors With 7% Dividend Hike

Lennar Corporation LEN has completed its acquisition of Rausch Coleman Homes, a move that significantly broadens its presence in key markets across the South and Midwest. This acquisition, which includes homebuilding operations that delivered approximately 5,300 homes in 2024, aligns with Lennar’s asset-light strategy and growth objectives.
Lennar Strengthens Its Market Position
By integrating Rausch Coleman’s operations, Lennar has expanded into new territories, including Arkansas, Oklahoma, Alabama, and Kansas/Missouri. Additionally, the acquisition reinforces Lennar’s presence in Texas, Florida, Alabama and Oklahoma—areas known for strong housing demand. This strategic move allows Lennar to leverage Rausch Coleman’s expertise in affordable housing while maintaining a disciplined approach to land acquisition through its partnership with Millrose Properties (MRP), a recently spun-off Lennar subsidiary.
Maximizing Shareholder Value of Lennar
Stuart Miller, executive chairman and co-CEO of Lennar, emphasized that the acquisition aligns with the company’s asset-light strategy, ensuring efficient capital allocation while maximizing returns. By purchasing only the homebuilding operations and securing land options through Millrose, Lennar minimizes financial risk while maintaining flexibility for future development.
A Stronger Future for Lennar
This acquisition strengthens Lennar’s ability to cater to the growing demand for affordable homes, particularly in fast-growing metropolitan areas. As Lennar continues to expand strategically, this move reinforces its position as one of the nation’s leading homebuilders, driving long-term value for investors and homebuyers alike.
With a smart, asset-light approach, Lennar is poised for strong financial performance while enhancing its ability to deliver quality homes in key markets.
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However, Lennar’s stock has lost 26.1% compared with the industry’s 20.8% decline in the past three months. Estimates for earnings per share (EPS) for fiscal 2025 have decreased to $12.48 from $12.52 in the past seven days. The estimated EPS reflects a 10% decline for fiscal 2025. Slow home sales pace owing to a high mortgage rate scenario and low average selling price have been impacting the company. Due to the affordability issue, the new orders during the fourth quarter of fiscal 2024 quarter also showcased a downward trend.
Nonetheless, moving forward into fiscal 2025, to counter the market uncertainties, LEN aims to focus on its volume-based strategy for driving sales and implement an asset-light, land-light business model.
LEN’s Zacks Rank & Key Picks
Lennar currently carries a Zacks Rank #5 (Strong Sell).
Here are some better-ranked stocks from the Construction sector.
Frontdoor, Inc. FTDR currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
FTDR delivered a trailing four-quarter earnings surprise of 269%, on average. The stock has gained 28.1% in the past six months. The Zacks Consensus Estimate for FTDR’s 2025 sales and EPS indicates an increase of 6.4% and 1.4%, respectively, from a year ago.
Dycom Industries, Inc. DY currently carries a Zacks Rank #2 (Buy). DY delivered a trailing four-quarter earnings surprise of 16.6%, on average. The stock has gained 10.4% in the past six months.
The Zacks Consensus Estimate for DY’s fiscal 2026 sales and EPS indicates an increase of 14% and 14.3%, respectively, from a year ago.
MasTec, Inc. MTZ currently carries a Zacks Rank #2. MTZ delivered a trailing four-quarter earnings surprise of 40.2%, on average. The stock has gained 35.3% in the past six months.
The Zacks Consensus Estimate for MTZ’s 2025 sales and EPS indicates an increase of 8% and 47.4%, respectively, from a year ago.
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Lennar Expands Its Reach With Rausch Coleman Acquisition

Masco (MAS) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.83 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 1.14%. A quarter ago, it was expected that this maker of Behr paint, Delta faucets and other building products would post earnings of $1.08 per share when it actually produced earnings of $1.08, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Masco, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $1.83 billion for the quarter ended December 2024, missing the Zacks Consensus Estimate by 0.65%. This compares to year-ago revenues of $1.88 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Masco shares have added about 6.9% since the beginning of the year versus the S&P 500's gain of 3.1%.
What's Next for Masco?
While Masco has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Masco: favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.99 on $1.9 billion in revenues for the coming quarter and $4.43 on $7.87 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Miscellaneous is currently in the bottom 45% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Frontdoor (FTDR), has yet to report results for the quarter ended December 2024. The results are expected to be released on February 27.
This home services provider is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -45%. The consensus EPS estimate for the quarter has been revised 3.3% higher over the last 30 days to the current level.
Frontdoor's revenues are expected to be $368.3 million, up 0.6% from the year-ago quarter.
Should You Invest in Masco Corporation (MAS)?
Before you invest in Masco Corporation (MAS), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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Masco (MAS) Q4 Earnings Top Estimates

Masco Corporation MAS is scheduled to report fourth-quarter 2024 results on Feb. 11, before the opening bell.
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
In the last reported quarter, the company’s adjusted earnings met the Zacks Consensus Estimate while the net sales marginally topped the same by 0.1%. On a year-over-year basis, both the metrics grew 8% and 0.2%, respectively.
Masco’s earnings topped the consensus mark in three of the last four quarters and met on the remaining occasion, the average surprise being 9%.
The Trend in MAS’ Estimate Revision
The Zacks Consensus Estimate for adjusted earnings per share (EPS) has remained unchanged at 88 cents over the past 60 days. The estimated figure indicates 6% growth from the year-ago EPS of 83 cents.
Masco Corporation Price and EPS Surprise
The consensus estimate for net sales is pegged at $1.84 billion, which indicates a 2.2% decline from the prior-year quarter’s figure of $1.88 billion.
Factors Likely to Define Masco’s Q4 Results
Revenues
The top line of Masco is expected to have moved down year over year due to lower contributions from the Decorative Architectural Products segment, which reflects decreased DIY paint sales. Also, an unfavorable sales mix under the Plumbing Products segment is likely to have added to the downtrend.
However, the higher sales volume of the Plumbing Products segment is likely to have somewhat aided the top line of the company during the quarter. Furthermore, growth signs in Masco’s key markets of Europe and China are likely to have benefited the sales volume to some extent.
Segment-wise, our model expects the Plumbing Products segment’s (which accounted for 61.5% of third-quarter 2024 total net sales) net sales to increase 1.4% year over year to $1.22 billion. However, the expectations for the Decorative Architectural Products segment’s (which accounted for 38.5% of total net sales in the third quarter) net sales indicate an 8.3% decline year over year to $622.1 million.
Geographically, we expect net sales in North America (which accounted for 80.4% of third-quarter total net sales) to decline 2.9% year over year to $1.46 billion. Net sales in International (which accounted for 19.6% of third-quarter total net sales) are anticipated to increase year over year by 1.5% to $378.4 million.
Margins
The bottom line of Masco is also expected to have increased year over year thanks to its focus on cost-saving initiatives. Although unfavorable sales mix, higher marketing and employee-related costs and ongoing inflationary pressures are likely to have been headwinds to some extent, the tailwinds mentioned above paired with Masco’s focus on ensuring strong operational efficiency and productivity are likely to have aided the margins.
Our model predicts adjusted EBITDA (earnings before interest, tax, depreciation and amortization) to expand year over year by 140 basis points to 18.1%.
What Our Model Unveils for MAS
Our proven model does not conclusively predict an earnings beat for Masco this time around. 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. That is not the case here.
Earnings ESP: MAS has an Earnings ESP of -0.98%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks With the Favorable Combination
Here are some companies in the Zacks Construction sector, which per our model, have the right combination of elements to post an earnings beat in the respective quarters to be reported.
Frontdoor, Inc. FTDR currently has an Earnings ESP of +60.00% and a Zacks Rank of 1.
FTDR’s earnings for the fourth quarter of 2024 are expected to decline 45%. The company reported better-than-expected earnings in each of the last four quarters, the average surprise being 269%.
Trex Company, Inc. TREX has an Earnings ESP of +20.00% and a Zacks Rank of 2.
TREX reported better-than-expected earnings in each of the last four quarters, the average surprise being 9%. The company’s earnings for the fourth quarter of 2024 are expected to decrease 75%.
Watsco, Inc. WSO currently has an Earnings ESP of +0.94% and a Zacks Rank of 2.
WSO’s earnings for the fourth quarter of 2024 are expected to increase 3.4%. The company reported lower-than-expected earnings in each of the last four quarters, the negative average surprise being 10%.
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Here's What Investors Must Know Ahead of Masco's Q4 Earnings

Granite Construction Incorporated GVA has been selected by the California Department of Transportation (Caltrans) to improve a portion of Ortega Highway State Route 74 (SR 74).
Valued at approximately $88 million, the project funding will be procured from state and federal sources. The construction work is expected to begin in April 2025 and be complete by November 2026.
GVA will be including this project in its first quarter of 2025 Committed and Awarded Projects (CAP).
Granite’s Work Scope
Per the Caltrans contract, the company is expected to widen the shoulders and roadway, allowing for the installation of centerline and edge line rumble strips. Additionally, this project will resurface the highway, ensuring safer and more efficient travel. The enhancements to be undertaken will ensure vehicle buffer room, significantly improving safety on this narrow two-lane mountainous highway.
Moreover, this contract by Caltrans builds on the foundation of Granite’s ongoing efforts on this stretch of highway over the past few years.
Per Bill Moore, Granite vice president of Regional Operations, “We have been working closely with Caltrans on this highway for several years, and we are excited to continue this partnership. It aligns with our strategic goal of expanding our footprint in the Inland Empire of Southern California.”
CAP – Growth Driver of Granite
Granite is focusing on growing a high-quality CAP portfolio on the back of a positive public funding environment and resilient private market. It remains focused on best-value projects where it can leverage the established relationships in its home markets to deliver larger projects while minimizing risk.
During the third quarter of 2024, Granite added $44 million to its CAP, bringing the total at the quarter end to $5.6 billion. The quarter-end value increased by $44 million sequentially and $35 million year over year. At the end of the same quarter, best-value projects represented 42% or $2.4 billion of the company’s CAP, representing an increase of $31 million from the year-ago quarter.
The best-value projects comprise a construction manager, general contractor and progressive design builds, to name a few. Granite believes that the best-value projects are more efficiently constructed and have a solid growth trajectory. Its history of best-value projects reinstates this belief.
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GVA’s shares have gained 39.9% in the past six months compared with the Zacks Building Products - Heavy Construction industry’s 41.8% growth. The company believes that strong opportunities across public and private markets will likely foster growth in the upcoming period.
GVA’s Zacks Rank & Key Picks
Granite currently carries a Zacks Rank #3 (Hold).
Here are some better-ranked stocks from the Construction sector.
Weyerhaeuser Company WY currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
WY delivered a trailing four-quarter earnings surprise of 41.6%, on average. The stock has lost 1.6% in the past six months. The Zacks Consensus Estimate for WY’s 2025 sales and earnings per share (EPS) indicates an increase of 8% and 71%, respectively, from a year ago.
Frontdoor, Inc. FTDR currently sports a Zacks Rank of 1. FTDR delivered a trailing four-quarter earnings surprise of 269%, on average. The stock has gained 57.7% in the past six months.
The Zacks Consensus Estimate for FTDR’s 2025 sales and EPS indicates an increase of 6.4% and 1.4%, respectively, from a year ago.
MasTec, Inc. MTZ currently carries a Zacks Rank #2 (Buy). MTZ delivered a trailing four-quarter earnings surprise of 40.2%, on average. The stock has gained 53.8% in the past six months.
The Zacks Consensus Estimate for MTZ’s 2025 sales and EPS indicates an increase of 8.9% and 43.9%, respectively, from a year ago.
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