7 Undervalued Investment Management & Fund Operators Stocks for Friday, July 26
Discover the top 7 undervalued Investment Management & Fund Operators stocks for Friday, July 26 based on AAII’s Stock Grades.Eunice Kim
A+ Stock Grade Summary:
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Eunice Kim
Jack Gilleland
Jenna Brashear
Smart beta strategies differ from traditional market-capitalization-weighted indexes by taking advantage of value and small-company outperformance.
Jason Hsu, Feifei Li, Vitali Kalesnik
| Share Statistics | RAFI | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $19.7 | $2,385.7 | 10% |
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| Shares Out (Mil) | 4.3 | 68.3 | 13% |
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| Institutional Ownership | na | 87.4% | na |
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| Float (Mil) | na | 62.0 | na |
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| Beta | 0.07 | 0.87 | 8% |
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| Avg Daily Volume (000s) | 3 | 592 | 12% |
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| Price Change (52-week) |
(3.0%) | 80.0% | 50% |
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| Growth | RAFI | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | na | 10.5% | na |
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| Net Income (5yr) | (18.5%) | 8.4% | 22% |
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| EPS (5yr) | (17.7%) | 11.8% | 16 |
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| Dividends (5yr) | na | 0.0% | 0% |
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| Cash Flow (5yr) | (41.0%) | (14.9%) | 11% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | RAFI | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $5 | $1,340 | 6% |
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| Net Income (TTM) (Mil) | $-0 | $103 | 38% |
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| EPS (TTM) | ($0.058) | $0.700 | 37% |
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| Operating Cash Flow (TTM) (Mil) | $0 | $204 | 33% |
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| Net Cash Flow (TTM) (Mil) | $-0 | $5 | 41% |
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| Long-Term Debt (Q1) (Mil) | $31 | $762 | 35% |
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| Enterprise Value (Q1) (Mil) | $45 | $3,956 | 15% |
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| Valuation | RAFI | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.37 | 1.40 | 7% |
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| P/E | na | 17.4 | na |
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| Dividend Yield | 0.0% | 0.0% | 0% |
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| PEG (5yr hist) | na | 0.8 | na |
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| Ratios | RAFI | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 66.8% | 61.0% | 78% |
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| Net Margin | (4.7%) | 9.8% | 25% |
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| ROA | (0.3%) | 1.0% | 38% |
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| ROE | (0.5%) | 10.0% | 35% |
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| Liabilities to Assets | 37.7% | 76.0% | 28% |
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| F-Score | 6 | 5 | 67% |
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Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors