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Why Investors Need to Take Advantage of These 2 Medical Stocks Now

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Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.

We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.

The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.

The Zacks Earnings ESP, Explained

The Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

Bringing together a positive earnings ESP alongside a Zacks Rank #3 (Hold) or better has helped stocks report a positive earnings surprise 70% of the time. Furthermore, by using these parameters, investors have seen 28.3% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider Cardinal Health?

The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Cardinal Health (CAH - Free Report) holds a #2 (Buy) at the moment and its Most Accurate Estimate comes in at $1.97 a share 28 days away from its upcoming earnings release on May 2, 2024.

Cardinal Health's Earnings ESP sits at +0.31%, which, as explained above, is calculated by taking the percentage difference between the $1.97 Most Accurate Estimate and the Zacks Consensus Estimate of $1.96. CAH is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

CAH is part of a big group of Medical stocks that boast a positive ESP, and investors may want to take a look at Masimo (MASI - Free Report) as well.

Masimo is a Zacks Rank #3 (Hold) stock, and is getting ready to report earnings on May 14, 2024. MASI's Most Accurate Estimate sits at $0.71 a share 40 days from its next earnings release.

For Masimo, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $0.71 is +0.28%.

CAH and MASI's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.

Find Stocks to Buy or Sell Before They're Reported

Use the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Cardinal Health, Inc. (CAH) - free report >>

Masimo Corporation (MASI) - free report >>

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