Author: OptimizedValue

Educational Development Corp. stock trades under the ticker EDUC, and offers many interesting advantages that long-term investors may be interested in.

EDUC stock closed for trading at $18.19 on Friday 10/23/2020 (publishing this a day later than usual as I am on vacation), and gained an additional 1.21% today (8/26/20).

Breaking Down Educational Development Corp EDUC Stock’s Fundamentals

Investors may be interested in EDUC stock as it sports a P/E (ttm) of 16.1, combined with a Dividend Yield of 2.2% & A Payout Ratio of 11.8%.

In addition to that, their Debt/Equity (ttm) is 54.37, which is much lower than most of its peers & our Technical Rating for EDUC is 308.92, which is also very bullish compared to other stocks.

EDUC is a Micro-Cap stock, with a Market Cap of $151.98M, which contributes to its 19.2% % Institutional Ownership.

Their Total Cash (mrq) is $22.64M, which is especially impressive when you look at their Total Debt (mrq) of just $11.3M.

EDUC stock’s P/B is 4.35 & their Beta is a little hotter than most stocks at 1.73, which is to be expected from smaller stocks, especially in turbulent times such as 2020.

Educational Development Corp. EDUC Stock’s Technical Performance Has Been Strong

Educational Development Corp.’s stock has had a solid year for 2020, after 40 years of impressive growth.

While their price from Friday’s close was even with their 10 Day Moving-Average, their continued growth shows signs of being able to keep gaining, with the potential for some new attractive entry points in the event of anticipated election-time volatility.

EDUC Stock Price (10/23/2020): $18.19

10 Day Moving-Average: $18.19

50 Day Moving-Average:$15.99

200 Day Moving-Average: $9.45

RSI: 58

EDUC’s stock also has a strong Technical Rating of 308.92.

For comparison sake, the average Consumer Discretionary Sector average rating is 83.01, and the Distributor Industry’s score is even worse at 59.28, so they offer strength compared to their direct peers.

Educational Development Corp. EDUC Stock’s Fundamentals Vs. The Consumer Discretionary Sector’s Averages

EDUC’s stock offers many fundamental advantages over its peers in the Consumer Discretionary sector.

EDUC’s P/E (ttm) is 68.6% better than average, and their P/B is 33.4% better than the average of their sector peers.

Their Debt/Equity (ttm) is most impressive, being ~75% better than average & their Payout Ratio is 82% better than average.

EDUC’s Technical Rating is also 272% higher than their average sector peer, showing their past year to be quite strong.

EDUC’s Dividend Yield is 10% lower than average, but more stable given their Payout Ratio.

While their Market Cap is 98% lower than average, their Total Cash (mrq) is only 68% less than average.

EDUC’s higher than average Beta (+12.3%) & Micro Cap status are likely the largest contributors to their 67.6% lower than average % Insitutional Ownership, which shouldn’t deter an average investor.

Educational Development Corp. EDUC Stock Fundamentals Vs. The Distributors Industry Averages

Educational Development Corp.’s stock also outperforms their average peer in the Distributors Industry as well.

EDUC stock’s P/E (ttm) is 30% better than average, and their P/B is 50% better than the industry average.

Their Payout Ratio is 51% better than average, and their Debt/Equity (ttm) is 36% better than their average peer.

On a Technical Rating basis, they outperform the industry average by 421%!

Of course, their Market Cap is 96% less than average, and their Total Cash is 85% over par; leading to their ~70% less than average % Institutional Ownership.

Educational Development Corp. EDUC Stock Performance Vs. The S&P 500 & NASDAQ Indices

Since their first day of trading 40+ years ago on 3/18/1980, EDUC stock has grown by 7,176%.

When you factor in the Dividends that would have been collected over that time, they’ve grown ~9,292%!

For comparison, the S&P 500 has only grown 3,163.8% in that time period (excluding dividends).

They have also outperformed the NASDAQ Index in that same time period, as the NASDAQ has grown 8,087.3% (excluding dividends).

With this lifetime growth in mind, EDUC stock looks like a very attractive long-term investment opportunity.

Tying It All Together

EDUC stock offers many attractive points for long-term investors.

Their value is much better than that of many of their peers, and their debt:cash management is responsible, which is going to be important moving forward.

Their dividend yield may not be as high as most of the stock I post about, but their financial responsibility shows that they are in solid shape for the future.

It is definitely worth taking a closer look at EDUC stock for a long-term investment opportunity!

For Full PDF Report:

*** I DO NOT OWN SHARES OF EDUC STOCK ***

Janus Henderson Group PLC trades under the ticker of JHG, and offers opportunities for both short-term traders & long-term investors.

JHG stock closed for trading at $28.13 on 10/16/2020, after showing lots of technical strength in the month of October.

Let’s break down Janus Henderson Group PLC’s stock further.

Janus Henderson Group PLC JHG Stock Fundamentals Broken Down

JHG stock is a bit unlike most of the stocks I review on this section of the site, with a P/E (ttm) of 74, but it does sport a P/B of 1.16 & a Dividend Yield of 5.11%.

This Dividend looks relatively safe, as their Payout Ratio is 66.2%.

JHG’s Market Cap is $5.09B, and their Total Cash (mrq) is $1.73B.

While their Beta is 1.42, the stock itself has only been trading for a few years.

One of the most interesting things about JHG’s stock, is that their Debt/Equity (ttm) is only 8.53, which likely is why they have a 65.2% % Institutional Ownership.

Their Technical Rating is 166.2, which is also a great sign.

Janus Henderson Group PLC JHG’s Stock Technical Performance

Janus Henderson Group’s stock has had an impressive October performance.

JHG Stock Price: $28.13

10 Day Moving-Average: $26.76

50 Day Moving-Average: $21.74

200 Day Moving-Average: $20.98

RSI: 78

This strength is surely attractive to short & medium term traders, although it may be reason for longer-term investors to wait for a more attractive entry point.

JHG stock also has options, making it easier for traders to benefit from price movement in either direction.

Janus Henderson Group’s stock also outperforms most of its peers:

JHG Technical Rating: 166.2

Financials Sector Avg. Rating: 0.80

Capital Markets Industry Avg. Rating: 22.43

Janus Henderson Group PLC JHG’s Stock Fundamentals Vs. The Financials Sector

JHG’s stock offers many advantages over their Financials Sector peers.

JHG’s P/B is almost 73% lower than the financials sector average, with a 13% above average Dividend Yield, supported by a Payout Ratio that is .93% less than the sector average.

JHG’s Debt/Equity (ttm) looks even more attractive when compared with the fianncials sector average.

JHG’s is ~95% less than the sector average, with a 40.2% higher than average % Institutional Ownership and an astounding 20,675% better than average Technical Rating.

There are a few things to be concerned about though for investors, including their P/E (ttm) that is 254.4% higher than the sector average for financials stocks & their 35% higher than average Beta.

Their Market Cap is almost 18% lower than average, which justifies their Total Cash (mrq) being ~86% below average.

Janus Henderson Group PLC JHG’s Stock Fundamentals Vs. The Capital Markets Industry Averages

Janus Henderson Group’s stock also looks very attractive when compared with the Capital Markets Industry average fundamentals.

JHG’s P/B is 82% lower than average, and their Payout Ratio is ~69% less than average.

JHG’s Debt/Equity (ttm) is 97% lower than their average Capital Markets Industry peer, contributing to their ~37% higher than average % Institutional Investors.

JHG’s Technical Rating is 641% better than average for their industry as well.

Many of the same troubles that they had vs. their sector peers are the same for their industry.

JHG’s P/E (ttm) is 139% higher than average for the Capital Markets Industry, and their Dividend Yield is ~16% lower than average.

JHG stock’s Market Cap is 32% less than average, and their Total Cash (mrq) is 79% less than average for the Capital Markets Industry.

Janus Henderson Group PLC JHG’s Stock Performance Vs. The S&P 500 & NASDAQ Indices

The historic data I referenced began tracking JHG’s performance on 5/30/2017.

One issue that investors may have is that since their inception, the stock itself has declined 6.5%.

However, when you factor in the dividends that investors would’ve collected, they have actually grown by 9.58%.

The S&P 500 has grown by 27.89% in that time period, excluding dividends collected.

JHG’s stock has also underperformed the NASDAQ in that time period, as the NASDAQ Index has grown 56.4%, excluding dividends.

To some investors this may be troubling, but the 5%+ yield should be able to win them over, using JHG as part of a balanced portfolio.

Janus Henderson Group PLC JHG’s Stock Credit Rating From Moody’s

Moody’s rates JHG’s credit as Baa2, a medium grade rating, meaning that JHG should be able to repay any and all short term debt relatively easily.

This is important, particularly in times like early 2020 where the market has been less forgiving to stocks with higher amounts of debt.

Combined with their Debt/Equity (mrq) this is a sign that investors like to see.

Tying It All Together

Janus Henderson Group’s stock has shown signals that appeal to both short & mid-term traders, as well as for longer term investors.

Their 5%+ Dividend Yield is especially attractive in times of economic uncertainty caused by the pandemic, and their Debt/Equity (mrq) is also highly appealing.

JHG stock’s technical performance should appeal to traders as well.

Whether or not you’re looking for a short-term trade, or a long-term investment, Janus Henderson Group is certainly worth taking a deeper look.

*** I DO NOT OWN SHARES OF JHG Stock ***

For Full PDF Report: