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2 hours ago
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Royal Caribbean (RCL) Advances While Market Declines: Some Information for Investors
In the latest close session, Royal Caribbean (RCL) was up +1.72% at $272.39. This move outpaced the S&P 500's daily loss of 0.22%. Meanwhile, the Dow experienced a rise of 0.08%, and the technology-dominated Nasdaq saw a decrease of 0.51%. The stock of cruise operator has risen by 12.32% in the past month, leading the Consumer Discretionary sector's loss of 0.1% and the S&P 500's gain of 0.45%. The investment community will be closely monitoring the performance of Royal Caribbean in its forthcoming earnings report. The company's upcoming EPS is projected at $4.04, signifying a 25.86% increase compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $4.54 billion, up 10.44% from the year-ago period. For the annual period, the Zacks Consensus Estimates anticipate earnings of $15.42 per share and a revenue of $18.03 billion, signifying shifts of +30.68% and +9.36%, respectively, from the last year. It is also important to note the recent changes to analyst estimates for Royal Caribbean. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.35% higher. Currently, Royal Caribbean is carrying a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note that Royal Caribbean has a Forward P/E ratio of 17.37 right now. This represents a discount compared to its industry average Forward P/E of 19.84. We can also see that RCL currently has a PEG ratio of 0.8. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Leisure and Recreation Services industry had an average PEG ratio of 1.49. The Leisure and Recreation Services industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 73, placing it within the top 30% of over 250 industries. The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to use to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. 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 Royal Caribbean Cruises Ltd. (RCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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15 hours ago
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Here's Why Sony (SONY) Fell More Than Broader Market
Sony (SONY) closed at $24.75 in the latest trading session, marking a -4.37% move from the prior day. This move lagged the S&P 500's daily loss of 0.22%. On the other hand, the Dow registered a gain of 0.08%, and the technology-centric Nasdaq decreased by 0.51%. The electronics and media company's shares have seen an increase of 2.17% over the last month, surpassing the Consumer Discretionary sector's loss of 0.1% and the S&P 500's gain of 0.45%. The investment community will be closely monitoring the performance of Sony in its forthcoming earnings report. On that day, Sony is projected to report earnings of $0.23 per share, which would represent a year-over-year decline of 4.17%. For the full year, the Zacks Consensus Estimates project earnings of $1.16 per share and a revenue of $79.87 billion, demonstrating changes of -5.69% and -6.09%, respectively, from the preceding year. It is also important to note the recent changes to analyst estimates for Sony. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 2.31% lower. Sony is currently a Zacks Rank #5 (Strong Sell). With respect to valuation, Sony is currently being traded at a Forward P/E ratio of 22.26. This signifies a discount in comparison to the average Forward P/E of 33.66 for its industry. Meanwhile, SONY's PEG ratio is currently 12.44. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. SONY's industry had an average PEG ratio of 12.44 as of yesterday's close. The Audio Video Production industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 193, this industry ranks in the bottom 22% of all industries, numbering over 250. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize to follow all of these stock-moving metrics, and more, in the coming trading sessions. 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 Sony Corporation (SONY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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a day ago
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Is Invesco S&P MidCap 400 Pure Growth ETF (RFG) a Strong ETF Right Now?
A smart beta exchange traded fund, the Invesco S&P MidCap 400 Pure Growth ETF (RFG) debuted on 03/01/2006, and offers broad exposure to the Style Box - Mid Cap Growth category of the market. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. Managed by Invesco, RFG has amassed assets over $285.31 million, making it one of the average sized ETFs in the Style Box - Mid Cap Growth. This particular fund, before fees and expenses, seeks to match the performance of the S&P MidCap 400 Pure Growth Index. The S&P MidCap 400 Pure Growth Index measures the performance of securities that exhibit strong growth characteristics in the S&P MidCap 400 Index. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.35% for this ETF, which makes it on par with most peer products in the space. The fund has a 12-month trailing dividend yield of 0.31%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. For RFG, it has heaviest allocation in the Industrials sector --about 29.2% of the portfolio --while Healthcare and Consumer Discretionary round out the top three. Looking at individual holdings, Hims & Hers Health Inc (HIMS) accounts for about 2.48% of total assets, followed by Carpenter Technology Corp (CRS) and Roivant Sciences Ltd (ROIV). The top 10 holdings account for about 19.6% of total assets under management. So far this year, RFG has lost about -1.23%, and is down about -2.57% in the last one year (as of 06/20/2025). During this past 52-week period, the fund has traded between $39.08 and $53.39. RFG has a beta of 1.10 and standard deviation of 22.18% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 94 holdings, it effectively diversifies company-specific risk . Invesco S&P MidCap 400 Pure Growth ETF is an excellent option for investors seeking to outperform the Style Box - Mid Cap Growth segment of the market. There are other ETFs in the space which investors could consider as well. Vanguard Mid-Cap Growth ETF (VOT) tracks CRSP U.S. Mid Cap Growth Index and the iShares Russell Mid-Cap Growth ETF (IWP) tracks Russell MidCap Growth Index. Vanguard Mid-Cap Growth ETF has $16.44 billion in assets, iShares Russell Mid-Cap Growth ETF has $18.79 billion. VOT has an expense ratio of 0.07% and IWP changes 0.23%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Mid Cap Growth To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. 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 Invesco S&P MidCap 400 Pure Growth ETF (RFG): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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a day ago
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Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Small Company ETF (FNDA), a passively managed exchange traded fund launched on 08/13/2013. The fund is sponsored by Charles Schwab. It has amassed assets over $8.14 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.25%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.53%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 19.80% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Verisign Inc (VRSN) accounts for about 0.41% of total assets, followed by Geo Group Inc (GEO) and Gamestop Corp Class A (GME). The top 10 holdings account for about 3.18% of total assets under management. FNDA seeks to match the performance of the Russell RAFI US Small Co. Index before fees and expenses. The RAFI Fundamental High Liquidity US Small Index measures the performance of small U.S. companies based on their fundamental size and weight. The ETF has lost about -5.62% so far this year and was up about 3.74% in the last one year (as of 06/20/2025). In the past 52-week period, it has traded between $23.85 and $32.42. The ETF has a beta of 1.09 and standard deviation of 21.10% for the trailing three-year period, making it a medium risk choice in the space. With about 993 holdings, it effectively diversifies company-specific risk. Schwab Fundamental U.S. Small Company ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, FNDA is a great option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $10.72 billion in assets, Vanguard Small-Cap Value ETF has $28.84 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. 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 Schwab Fundamental U.S. Small Company ETF (FNDA): ETF Research Reports VeriSign, Inc. (VRSN) : Free Stock Analysis Report GameStop Corp. (GME) : Free Stock Analysis Report Geo Group Inc (The) (GEO) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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a day ago
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Is First Trust NASDAQ-100 Ex-Technology Sector ETF (QQXT) a Strong ETF Right Now?
The First Trust NASDAQ-100 Ex-Technology Sector ETF (QQXT) was launched on 02/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Growth category of the market. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way. But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns. Managed by First Trust Advisors, QQXT has amassed assets over $1.09 billion, making it one of the average sized ETFs in the Style Box - Large Cap Growth. This particular fund, before fees and expenses, seeks to match the performance of the NASDAQ-100 Ex-Tech Sector Index. The NASDAQ-100 Ex-Tech Sector Index is an equal-weighted index based on the securities of the NASDAQ-100 Index that are not classified as technology and, as a result, is a subset of the NASDAQ-100 Index. The NASDAQ-100 Index includes 100 of the largest domestic and international non-financial companies listed on NASDAQ based on market capitalization. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.60% for QQXT, making it one of the more expensive products in the space. The fund has a 12-month trailing dividend yield of 0.85%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Industrials sector - about 19.9% of the portfolio. Healthcare and Consumer Discretionary round out the top three. Looking at individual holdings, Netflix, Inc. (NFLX) accounts for about 2.13% of total assets, followed by Tesla, Inc. (TSLA) and Copart, Inc. (CPRT). The top 10 holdings account for about 20.04% of total assets under management. Year-to-date, the First Trust NASDAQ-100 Ex-Technology Sector ETF has added about 3.67% so far, and is up roughly 9.74% over the last 12 months (as of 06/20/2025). QQXT has traded between $84.34 and $99.49 in this past 52-week period. QQXT has a beta of 0.94 and standard deviation of 16.46% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 57 holdings, it effectively diversifies company-specific risk . First Trust NASDAQ-100 Ex-Technology Sector ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Growth segment of the market. However, there are other ETFs in the space which investors could consider. Vanguard Growth ETF (VUG) tracks CRSP U.S. Large Cap Growth Index and the Invesco QQQ (QQQ) tracks NASDAQ-100 Index. Vanguard Growth ETF has $167.44 billion in assets, Invesco QQQ has $338.42 billion. VUG has an expense ratio of 0.04% and QQQ changes 0.20%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Growth To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. 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 First Trust NASDAQ-100 Ex-Technology Sector ETF (QQXT): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
