1 Surging Stock to Consider Right Now and 2 to Approach with Caution
SFIX Cover Image
1 Surging Stock to Consider Right Now and 2 to Approach with Caution

In This Article:

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

However, not all companies with momentum are long-term winners, and many investors have lost money by following short-term trends. Keeping that in mind, here is one stock with lasting competitive advantages and two not so much.

Two Momentum Stocks to Sell:

Stitch Fix (SFIX)

One-Month Return: +34.8%

One of the original subscription box companies, Stitch Fix (NASDAQ:SFIX) is an online personal styling and fashion service that curates personalized clothing selections for customers.

Why Is SFIX Risky?

  1. Number of active clients has disappointed over the past two years, indicating weak demand for its offerings

  2. Poor expense management has led to operating losses

  3. Performance over the past five years shows each sale was less profitable as its earnings per share dropped by 23.9% annually, worse than its revenue

At $4.11 per share, Stitch Fix trades at 14.5x forward EV-to-EBITDA. Dive into our free research report to see why there are better opportunities than SFIX.

Envista (NVST)

One-Month Return: +9.7%

Uniting more than 30 trusted brands including Nobel Biocare, Ormco, and DEXIS under one corporate umbrella, Envista Holdings (NYSE:NVST) is a global dental products company that provides equipment, consumables, and specialized technologies for dental professionals.

Why Should You Sell NVST?

  1. Underwhelming constant currency revenue performance over the past two years suggests its product offering at current prices doesn’t resonate with customers

  2. Earnings per share fell by 13.9% annually over the last five years while its revenue was flat, showing each sale was less profitable

  3. Eroding returns on capital from an already low base indicate that management’s recent investments are destroying value

Envista’s stock price of $16.64 implies a valuation ratio of 16.3x forward P/E. Check out our free in-depth research report to learn more about why NVST doesn’t pass our bar.

One Momentum Stock to Watch:

Freshworks (FRSH)

One-Month Return: +17.6%

Founded in Chennai, India in 2010 with the idea of creating a “fresh” helpdesk product, Freshworks (NASDAQ: FRSH) offers a broad range of software targeted at small and medium-sized businesses.

Why Are We Positive On FRSH?

  1. Customers view its software as mission-critical to their operations as its ARR has averaged 20.2% growth over the last year

  2. Superior software functionality and low servicing costs lead to a top-tier gross margin of 84.4%

  3. Operating margin expanded by 9.2 percentage points over the last year as it scaled and became more efficient