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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Latest Valuentum Commentary

Jul 30, 2025
Visa’s Fiscal Third Quarter Results Reveal Consumer Remains Resilient
Image: Visa’s free cash flow generation remains phenomenal. Visa’s fiscal third quarter results showed that the consumer continues to be resilient, with healthy spending trends continuing into July. During the quarter, payments volume increased 8%, while total cross-border volume increased 12%. Processed transactions increased 10% in the quarter. Cash and investment securities were $20.4 billion at the end of the quarter versus $25.1 billion in short- and long-term debt. For the nine months ended June 30, cash flow from operations increased to $16.8 billion, up from $13.3 billion in the same period a year ago. For the nine months ended June 30, free cash flow totaled $15.7 billion, or 53.7% of revenue. We continue to like Visa as a top weighting in the Best Ideas Newsletter portfolio.
May 19, 2025
3 Undervalued Stocks to Consider Buying Now
All told, we think these three names are ripe for the picking. UnitedHealth Group has clearly plummeted on bad headline news, while the market is not giving Nvidia enough credit for the sustainability of its technology. Alphabet is being weighed down by antitrust issues and the concern that artificial intelligence will permanently alter its business model, which we believe will not happen anytime soon, if at all. All three ideas are included in the Best Ideas Newsletter portfolio, where we include a diversified portfolio of ideas for members to consider. Happy investing!
May 6, 2025
Magnificent 7 Earnings Reports Not Bad Thus Far
Shortly after Trump's Liberation Day, where the President unveiled lofty tariffs on numerous countries, we released our wait-and-see outlook for the equity markets, which thus far has proven to be the right move, with the markets largely recovering from the depths reached in April. The S&P 500, for example, is down just 3.3% year-to-date, excluding dividends. A lot has happened since Liberation Day, including easing of tariffs to a 10% baseline for most, if not all, countries, with the key exception of China, where tariffs remain extremely elevated and prohibitive. Many countries are now reportedly negotiating trade agreements with the White House, and we expect China to be added to that list soon, even if a full US/China trade agreement won't be completed in the near term, as full-scale trade deals take time to mold. Thus far, we have been impressed by earnings this season, particularly by the Magnificent 7.
Apr 30, 2025
Visa’s Free Cash Flow Generation Remains Phenomenal
Image: Visa continues to translate a high percentage of revenue into free cash flow generation. Visa’s payments volume increased 8% in the fiscal second quarter, while cross border volume increased 13%. Processed transactions increased 9% from the same period a year ago. For the six months ended March 31, net cash provided by operating activities came in at $10.1 billion, up from $8.2 billion over the same period last year. Capital expenditures were $672 million over the six month period, up from $548 million in the year-ago period. Free cash flow for the six months ended March 31 was $9.4 billion, or 49.3% of total revenue. We continue to be fans of Visa’s business model and strong free cash flow generation.
Apr 4, 2025
Trump Tariffs Higher than Expected; What We're Doing
The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
Jan 5, 2025
Keeping the Horse Before the Cart: Valuentum’s Economic Castle™ Rating
Image shown: An examination of the problem that might arise by focusing exclusively on companies that have economic moats, or sustainable and durable competitive advantages.Without an economic castle, an economic moat doesn’t matter. Let's examine Valuentum's Economic Castle™ rating.
Dec 20, 2024
Dividend Increases/Decreases for the Week of December 20
Let's take a look at firms raising/lowering their dividends this week.
Aug 25, 2024
Latest Report Updates
Check out the latest report updates on the site.
Aug 20, 2024
Mastercard’s Results Point to Continued Healthy Consumer Spending
Image: Mastercard’s stock has done quite well since the beginning of 2022. Mastercard operates a fantastic business model with huge operating and free cash flow margins. As with Visa, we’re huge fans of Mastercard’s network effect--as more consumers use Mastercard, more merchants accept their cards, which drives more consumers to use Mastercard and so on and so forth. Our fair value estimate of Mastercard is north of $480 per share.
Aug 9, 2024
Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.


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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.