This week, we provide top-five ranked VE data for our Finance Sector stocks, we also take a look at Schlumberger LTD $SLB and provide a free download link for our stock report on the company.
VALUATION WATCH: Overvalued stocks now make up 31.37% of our stocks assigned a valuation and 10.74% of those equities are calculated to be overvalued by 20% or more. Two sectors are calculated to be overvalued.
ValuEngine Index Overview
| Index | Week Open | Friday PM | Change | % Change | YTD |
| DJIA | 23880.53 | 24629.76 | 749.23 | 3.14% | 5.58% |
| NASDAQ | 6908.03 | 7136.86 | 228.83 | 3.31% | 7.56% |
| RUSSELL 2000 | 1446.5 | 1481.74 | 35.24 | 2.44% | 9.88% |
| S&P 500 | 2580.31 | 2662.93 | 82.62 | 3.20% | 6.23% |
ValuEngine Market Overview
| Summary of VE Stock Universe | |
| Stocks Undervalued | 68.63% |
| Stocks Overvalued | 31.37% |
| Stocks Undervalued by 20% | 32.18% |
| Stocks Overvalued by 20% | 10.74% |
ValuEngine Sector Overview
| Sector | Change | MTD | YTD | Valuation | Last 12-MReturn | P/E Ratio |
| Utilities | 0.60% | 6.23% | 6.23% | 1.84% overvalued | 0.77% | 20.25 |
| Business Services | 0.53% | 9.23% | 9.23% | 0.76% overvalued | -4.58% | 22.79 |
| Computer and Technology | 0.18% | 7.03% | 7.16% | 0.64% undervalued | 1.44% | 27.47 |
| Consumer Staples | 0.31% | 6.45% | 6.45% | 1.62% undervalued | -6.61% | 22.39 |
| Medical | 0.39% | 11.68% | 11.68% | 3.74% undervalued | 10.06% | 27.77 |
| Retail-Wholesale | 1.06% | 8.01% | 8.01% | 5.45% undervalued | -4.10% | 21.05 |
| Multi-Sector Conglomerates | 0.49% | 7.18% | 7.18% | 5.68% undervalued | -15.91% | 16.57 |
| Aerospace | 0.28% | 6.93% | 6.93% | 5.88% undervalued | -4.76% | 24.61 |
| Consumer Discretionary | 0.42% | 8.03% | 8.03% | 6.12% undervalued | -6.11% | 23.82 |
| Finance | 0.22% | 6.81% | 6.81% | 7.92% undervalued | -8.83% | 15.58 |
| Auto-Tires-Trucks | 0.89% | 8.28% | 8.28% | 9.82% undervalued | -23.38% | 10.73 |
| Transportation | 1.26% | 10.47% | 10.47% | 11.25% undervalued | -13.70% | 18.76 |
| Industrial Products | 0.54% | 7.33% | 7.33% | 13.13% undervalued | -10.38% | 19.29 |
| Basic Materials | 0.52% | 6.66% | 6.64% | 14.35% undervalued | -21.45% | 19.14 |
| Construction | 0.44% | 8.93% | 8.93% | 18.20% undervalued | -21.70% | 16.74 |
| Oils-Energy | 0.42% | 13.02% | 13.02% | 27.45% undervalued | -19.34% | 17.75 |
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Sector Talk–Finance
Below, we present the latest data on Financestocks from our Professional Stock Analysis Service. Top- five lists are provided for each category. We applied some basic liquidity criteria–share price greater than $3 and average daily volume in excess of 100k shares.
Top-Five Finance Stocks–Short-Term Forecast Returns
| Ticker | Name | Mkt Price | Valuation (%) | Last 12-M Return (%) |
| GHL | GREENHILL & CO | 29.81 | 32.33% | 59.41% |
| CNNE | CANNAE HOLDINGS | 18.18 | 39.50% | 2.48% |
| FFIN | FIRST FIN BK-TX | 62.69 | 24.48% | 32.68% |
| IRET | INVESTORS RL ES | 57.67 | 110.94% | 915.32% |
| RLI | RLI CORP | 68.4 | 17.06% | 15.00% |
Top-Five Finance Stocks–Momentum
| Ticker | Name | Mkt Price | Valuation (%) | Last 12-M Return (%) |
| IRET | INVESTORS RL ES | 57.67 | 110.94% | 915.32% |
| OZM | OCH-ZIFF CAPTL | 12.2 | -26.39% | 378.43% |
| OFG | OFG BANCORP | 17.95 | 14.18% | 95.11% |
| FBP | FIRST BNCRP P R | 9.41 | 9.79% | 72.34% |
| GHL | GREENHILL & CO | 29.81 | 32.33% | 59.41% |
Top-Five Finance Stocks–Composite Score
| Ticker | Name | Mkt Price | Valuation (%) | Last 12-M Return (%) |
| BPOP | POPULAR INC | 50.9 | -0.39% | 32.24% |
| AFL | AFLAC INC | 47.32 | -54.50% | 7.77% |
| OZM | OCH-ZIFF CAPTL | 12.2 | -26.39% | 378.43% |
| BSBR | BANCO SANT-ADS | 12.62 | 29.15% | 24.58% |
| PGR | PROGRESSIVE COR | 63.25 | -12.12% | 10.52% |
Top-Five Finance Stocks–Most Overvalued
| Ticker | Name | Mkt Price | Valuation (%) | Last 12-M Return (%) |
| IRET | INVESTORS RL ES | 57.67 | 110.94% | 915.32% |
| SITC | SITE CENTERS CP | 12.53 | 55.22% | -25.15% |
| CNNE | CANNAE HOLDINGS | 18.18 | 39.50% | 2.48% |
| LION | FIDELITY SOUTHN | 28.55 | 36.74% | 20.06% |
| BBD | BANCO BRADESCO | 11.26 | 35.77% | 8.84% |
Free Download for Readers
As a bonus to our Free Weekly Newsletter subscribers,
we are offering a FREE DOWNLOAD of one of our Stock Reports
Schlumberger Limited (SLB) is the world’s leading provider of technology for reservoir characterization, drilling, production, and processing to the oil and gas industry. Schlumberger supplies the industry’s most comprehensive range of products and services, from exploration through production and integrated pore-to-pipeline solutions for hydrocarbon recovery that optimize reservoir performance. Schlumberger manages its business through 35 GeoMarket regions, which are grouped into four geographic areas: North America, Latin America, Europe & Africa, Russia, Middle East and Asia. The GeoMarket structure offers customers a single point of contact at the local level for field operations and brings together geographically focused teams to meet local needs and deliver customized solutions. Schlumberger operates in many varied and often challenging geographical environments. Schlumberger maintained to the highest standards of the health and safety of their employees, customers and contractors.
VALUENGINE RECOMMENDATION: ValuEngine continues its SELL recommendation on Schlumberger Limited for 2019-01-17. Based on the information we have gathered and our resulting research, we feel that Schlumberger Limited has the probability to UNDERPERFORM average market performance for the next year. The company exhibits UNATTRACTIVE Book Market Ratio and Momentum.
You can download a free copy of detailed report on Schlumberger Limited (SLB) from the link below.
Read our Complete Rating and Forecast Report HERE.
| ValuEngine Forecast | ||
| Target Price* |
Expected Return |
|
|---|---|---|
| 1-Month | 41.02 | -0.84% |
| 3-Month | 40.95 | -1.01% |
| 6-Month | 39.66 | -4.13% |
| 1-Year | 37.19 | -10.11% |
| 2-Year | 36.84 | -10.95% |
| 3-Year | 32.82 | -20.67% |
| Valuation & Rankings | |||
| Valuation | 37.99% undervalued | Valuation Rank(?) | 86 |
| 1-M Forecast Return | -0.84% | 1-M Forecast Return Rank | 8 |
| 12-M Return | -46.42% | Momentum Rank(?) | 8 |
| Sharpe Ratio | -0.74 | Sharpe Ratio Rank(?) | 15 |
| 5-Y Avg Annual Return | -18.31% | 5-Y Avg Annual Rtn Rank | 28 |
| Volatility | 24.64% | Volatility Rank(?) | 61 |
| Expected EPS Growth | 14.11% | EPS Growth Rank(?) | 50 |
| Market Cap (billions) | 53.23 | Size Rank | 98 |
| Trailing P/E Ratio | 25.38 | Trailing P/E Rank(?) | 45 |
| Forward P/E Ratio | 22.24 | Forward P/E Ratio Rank | 21 |
| PEG Ratio | 1.80 | PEG Ratio Rank | 25 |
| Price/Sales | 1.62 | Price/Sales Rank(?) | 51 |
| Market/Book | 23.71 | Market/Book Rank(?) | 6 |
| Beta | 1.24 | Beta Rank | 27 |
| Alpha | -0.54 | Alpha Rank | 9 |
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Steve Hach
Senior Editor
ValuEngine.com