Some thought from my site for three companies worth a buy for july.
1. Nasdaq Inc. (NASDAQ: NASD)
Nasdaq Inc., despite being a consistent long-term performer, the stock recently faced pressure due to its planned acquisition of adenza, a software service provider, for a high price. However, at the moment there are following positive aspects speaking for NASD:
the company has displayed remarkable growth, with an average annual Free Cash Flow growth of over 11.8% in the last decade.
Attractive Free Cash Flow yield of over 6% (5.7% considering Share-Based Compensation)
The stock is currently positioned attractively near its 52-week low, with a P/E ratio of 21.4 and a Forward P/E of 17.4.
Nasdaq's revenue is expected to grow, and profits are likely to maintain their current level, potentially showing low single-digit percentage growth.
2. Humana Inc. (NYSE: HUM)
Humana, a prominent insurance company, experienced a correction after a strong run. However, it remains an interesting company because of:
recent Free Cash Flow reached over 17.8% (upwarts trend)
a Free Cash Flow yield of around 2.7% without significant Share-Based Compensation.
Humana's long-term growth prospects in the insurance sector
Though not currently cheap, with a P/E of 18 and a Forward P/E of 14.5, projections indicate double-digit revenue and net profit growth, presenting an opportunity to take a look at due to recent corrections in the market.
3. Mettler Toledo International Inc. (NYSE: MTD)
Mettler Toledo, a leader in precision instruments and services, has been a strong outperformer over the last five years, experiencing recent corrections along with other companies in strong-performing sectors. Positive aspects speaking for the stock:
Their Free Cash Flow showed an impressive average annual growth of 12.3% (currently standing at 2.8%)
Free Cash Flow yield of around 2.7%.
Margins have seen consistent growth, with both Gross Margin and EBIT Margin increasing by nearly 8%
The Net Margin has also experienced significant expansion.
While not considered a cheap stock, Mettler Toledo's expected continuous growth in its engaged sectors makes it an interesting option.
Summary
My 3 pick for July, backed by strong KPIs and promising numbers. Let me know your thoughts on this summary and your personal picks for this month.
Disclaimer: The information provided in this post is for informational purposes only and should not be considered investment advice. Always conduct your due diligence and consult with a qualified financial advisor before making any investment decisions.
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