Investors interested in Financial - Miscellaneous Services stocks are likely familiar with XP Inc.A (XP) and Blackstone Inc. (BX) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate ...

分组1 - Marathon Digital Holdings, Inc. reported a quarterly loss of $0.46 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.23, and a significant decline from earnings of $1.24 per share a year ago, indicating an earnings surprise of -100.00% [1] - The company posted revenues of $202.31 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 9.65%, and down from $214.39 million in the same quarter last year [2] - The stock has underperformed the market, losing about 4.6% since the beginning of the year, while the S&P 500 has gained 1.5% [3] 分组2 - The earnings outlook for Marathon Digital is uncertain, with current consensus EPS estimates of -$0.03 on revenues of $202.52 million for the coming quarter and -$0.48 on revenues of $902.75 million for the current fiscal year [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is in the top 35% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8] - The estimate revisions trend for Marathon Digital was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

分组1 - Oportun Financial Corporation reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, but down from $0.49 per share a year ago, resulting in an earnings surprise of +3.85% [1] - The company achieved revenues of $247.7 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.40%, although this is a decrease from year-ago revenues of $250.9 million [2] - Oportun Financial has outperformed the S&P 500 with a share price increase of about 4.2% since the beginning of the year, compared to the S&P 500's gain of 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $238.11 million, and for the current fiscal year, it is $1.43 on revenues of $972.14 million [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is in the top 35% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8]

TeraWulf Inc. (WULF) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -110.05%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.07, delivering a surprise of -75%.Over the last four quarters, the company has not been ...

分组1 - MidCap Financial Investment (MFIC) reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, but down from $0.4 per share a year ago, resulting in an earnings surprise of +6.12% [1] - The company posted revenues of $78.36 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.19%, and down from $82.16 million year-over-year [2] - MidCap Financial shares have declined approximately 4.5% since the beginning of the year, while the S&P 500 has gained 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $76.35 million, and for the current fiscal year, it is $1.42 on revenues of $299.42 million [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is in the top 35% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8]

Burford Capital Limited (BUR) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of $0.37. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -145.95%. A quarter ago, it was expected that this company would post earnings of $0.3 per share when it actually produced a loss of $0.09, delivering a surprise of -130%.Over the last four quarters, the company has surpass ...

Key Takeaways Strategy holds 717,131 BTC, about 3.4% of the total supply, reinforcing its treasury strategy.MSTR added 225,000 BTC in 2025 and raised $25.3B to fund continued purchases.MARA and TSLA expand Bitcoin holdings, increasing competitive pressure on MSTR.Strategy Inc. (MSTR) is rapidly scaling its Bitcoin accumulation strategy, reinforcing a structurally bullish long-term outlook. The company now holds 717,131 BTC acquired at a total cost of $47.5 billion, representing roughly 3.4% of Bitcoin’s tot ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Alerus (ALRS) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.Alerus is a member of our Finance group, which includes 851 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The ...

Core Viewpoint - Blue Owl Capital Corporation reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, but down from $0.47 per share a year ago, indicating a +1.90% earnings surprise [1] Financial Performance - The company posted revenues of $447.75 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.36%, compared to $394.39 million in the same quarter last year [2] - Over the last four quarters, Blue Owl Capital has surpassed consensus EPS estimates two times and revenue estimates three times [2] Stock Performance - Blue Owl Capital shares have declined approximately 8.1% since the beginning of the year, while the S&P 500 has shown a zero return [3] - The current Zacks Rank for Blue Owl Capital is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $436.12 million, and for the current fiscal year, it is $1.36 on revenues of $1.75 billion [7] - The trend of estimate revisions for Blue Owl Capital was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Financial - Miscellaneous Services industry, to which Blue Owl Capital belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Viewpoint - MSTR shares have significantly underperformed, dropping 59.7% over the past year, contrasting sharply with the Zacks Finance sector's increase of 10.4% and the Zacks Financial - Miscellaneous Services industry's decline of 24.4% [1][8] Performance Comparison - MSTR has lagged behind peers such as Hut 8 Corp. and Riot Platforms, which saw gains of 164.6% and 26.5%, respectively, while HIVE Digital Technologies experienced a decline of 22.9% [2] Company Model and Market Sensitivity - The company's highly leveraged model has made MSTR a volatile proxy for Bitcoin, leading to increased sensitivity to fluctuations in the crypto market [3] - Institutional exits, potential MSCI exclusion, and rising competition from spot Bitcoin ETFs are diminishing its proxy premium, while ongoing equity issuance to fund Bitcoin purchases is pressuring long-term returns [3] Technical Indicators - MSTR is trading below both its 50-day and 200-day simple moving averages, indicating sustained bearish momentum and limited near-term upside potential [6] Bitcoin Treasury - MSTR holds 717,131 bitcoins valued at $58.9 billion, making it the largest corporate Bitcoin treasury globally, representing approximately 3.4% of all BTC ever to exist [10][12] - The treasury has been built through disciplined accumulation since Q3 2020, with a total acquisition cost of about $54 billion at an average price of $76,000 per bitcoin [11] Capital Raising and Growth Strategy - In 2025, MSTR raised $25.3 billion, becoming the largest U.S. equity issuer for the year, which accounted for about 8% of total U.S. equity issuance [13] - The capital raised has been primarily allocated to increasing Bitcoin holdings and strengthening the balance sheet, enhancing liquidity and supporting disciplined treasury expansion [14] Shareholder Security - MSTR's Bitcoin reserve provides a strong foundation for shareholder security, with net leverage near 10% relative to BTC reserves, maintaining a conservative capital structure [15] - The reserve supports long-term dividend sustainability, with $888 million in dividends estimated to provide approximately 67 years of coverage based on the current BTC reserve [17] Valuation - MSTR is currently trading at a premium valuation, with a forward 12-month price-to-sales (P/S) ratio of 74.18X, significantly above the sector average of 9.23X [18] - This premium valuation is supported by MSTR's ability to consistently grow BTC per share, even amid Bitcoin price volatility [19] Investment Recommendation - Despite the recent decline, MSTR's strong Bitcoin treasury and disciplined capital deployment create a structurally advantaged model, presenting a strategic buying opportunity for investors comfortable with volatility [22]