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Every trading day, ValueStockFinder scans around 3,500 companies to identify where growth momentum is accelerating most. We analyse how revenue and EPS growth develop over multiple quarters and combine this with changing analyst expectations to identify companies gaining momentum.

October 30, 2026: Whitecap Resources: EPS growth swings from -53.16% to 121.21%

Whitecap Resources recorded a decisive earnings inflection: current EPS growth rose from -53.16% to 121.21%, an absolute change of 174.37 percentage points versus the prior four-quarter average. Forward EPS growth also turned positive, improving from -5.56% to 1.94% within the 30-day window. The company is a Western Canadian upstream producer focused on light oil, condensate, natural gas, and NGLs across the Montney, Duvernay, Cardium, Viking, Bakken, and Weyburn plays.

Both signals carry a trigger rank of 100.00 out of 100, indicating maximum relative strength in the observed change. The improvement aligns with the current fundamental analysis, which describes stronger operational execution, production outperformance, and balance-sheet deleveraging, while noting that profitability remains partly cyclical and price-dependent. The full fundamental analysis in the portal provides the detailed quality, growth, and valuation context behind this earnings shift.

October 29, 2026: CSX: Current EPS Growth Jumps 31.27 Points to 46.15%

CSX Corporation's current EPS growth rose from 14.88% to 46.15%, an absolute change of +31.27 percentage points and a relative change of +210.12%, compared with the average of the previous four reported quarters. Current revenue growth also accelerated from 1.12% to 14.51%, while forward EPS growth increased from 13.30% to 14.01% and forward revenue growth from 4.98% to 5.52% within the 30-day window. This earnings acceleration reflects volume-led growth, record domestic intermodal activity, and an operationally grounded margin expansion across the eastern U.S. rail network.

The fundamental analysis now finds that domestic intermodal share gains are becoming structural, supported by completed double-stack clearance on the I-95 corridor and new services through Birmingham, Myrtlewood, and Baltimore. The main execution risk is service reliability under sustained volume growth. The full fundamental analysis in the portal examines whether productivity gains persist after fuel and freight conditions normalize.

October 28, 2026: HEXPOL: Current EPS Growth Swings from -7.18% to 48.98%

HEXPOL AB's current EPS growth swung from -7.18% to 48.98% (+56.16 percentage points), and forward revenue growth rose from 6.00% to 12.02% (+6.02 percentage points).

Forward EPS growth improved from 11.36% to 13.97%, and current revenue growth from -5.21% to 12.96%. The company's analysis describes a recovery with broad-based volume gains. The full fundamental analysis provides further context.

October 27, 2026: Texas Instruments: Current EPS Growth Jumps from 17.34% to 106.30%

Texas Instruments recorded the strongest positive change in current EPS growth, which rose from 17.34% to 106.30% compared with the average of the previous four reported quarters — an absolute increase of 88.96 percentage points and a relative change of 513.09%. Forward EPS growth also improved from 18.75% to 27.54%, while forward revenue growth increased from 13.76% to 17.00% within the 30-day window.

These signals reflect a broad-based recovery across industrial, automotive, and data-center demand, supported by the company's vertically integrated 300mm manufacturing base and its position as the largest analog semiconductor supplier. The full fundamental analysis in the portal provides a transparent basis for further independent research into the quality, growth, and valuation profile behind these changes.

October 26, 2026: Ambu A/S: Current EPS growth jumps from 1.31% to 34.09%

Ambu A/S recorded a sharp improvement in current EPS growth, rising from 1.31% to 34.09% versus the average of the previous four reported quarters, an absolute increase of 32.78 percentage points. This earnings acceleration is accompanied by rising forward estimates: forward EPS growth moved from 26.78% to 28.16%, and forward revenue growth from 10.94% to 11.80% within the 30-day window.

The company develops single-use endoscopy, anesthesia, and patient-monitoring devices, with Endoscopy Solutions accounting for nearly two thirds of revenue and growing at a mid-teens pace. The latest figures indicate that analyst expectations for earnings and revenue are being revised upward, consistent with the reacceleration in organic growth and improved profitability described in the current analysis. The full fundamental analysis in the portal provides the detailed quality, growth, and valuation assessment behind these changes.

October 23, 2026: Acadian Asset Management: EPS growth more than doubles to 107.81%

Acadian Asset Management’s current EPS growth compared with the average of the previous four reported quarters jumped from 41.75% to 107.81%, an absolute increase of 66.06 percentage points and a relative change of 158.20%. Revenue growth also accelerated from 23.56% to 50.94%, a relative increase of 116.21%.

These changes reflect the quantitative asset manager’s record net client inflows and management-fee expansion, which pushed assets under management to a new all-time high. The firm’s systematic equity and alternative strategies serve institutional clients globally, and the current growth phase is described in the analysis as largely structural, supported by multi-year outperformance. The full fundamental analysis in the portal provides further detail on profitability, balance-sheet quality, and the cyclical risks embedded in the current valuation.

October 22, 2026: Kinetik Holdings: Forward EPS Growth Jumps to 71.99%

Kinetik Holdings recorded a sharp improvement in forward EPS growth, rising from 47.96% to 71.99% within the 30-day window—an absolute increase of 24.03 percentage points and a relative change of 50.10%. Forward revenue growth also improved from 14.16% to 16.59%, while current revenue growth climbed from 9.96% to 36.25% compared with the prior four-quarter average.

These estimate revisions reflect strengthening expectations for the Delaware Basin midstream operator, whose integrated gas gathering, processing, and Gulf Coast takeaway network supports fee-based cash flows. The full fundamental analysis in the portal provides deeper context on the company's growth drivers, profitability profile, and balance sheet quality for independent review.

October 21, 2026: AQ Group: Current revenue growth jumps from 7.66% to 21.38%

AQ Group AB's current revenue growth rose from 7.66% to 21.38%, an increase of 13.72 percentage points, while current EPS growth climbed from 7.08% to 33.53%. Forward estimates also strengthened: forward revenue growth moved from 8.40% to 11.45%, and forward EPS growth from 11.86% to 15.31%.

AQ Group is a global industrial manufacturer of components and systems, including electric cabinets, wiring, inductive components, and sheet metal, serving customers in automotive, rail, energy, medical technology, and data centers. The measured improvement reflects accelerating demand tied to electrification, grid investment, and data-center infrastructure, with Q3 2026 organic growth reported at 18%. The full fundamental analysis in the portal examines the quality and durability of this growth, including working-capital and execution considerations.

October 20, 2026: Pilbara Minerals: Revenue decline narrows sharply from -61% to -18%

Pilbara Minerals' current revenue growth improved from -61.08% to -17.57%, an absolute change of 43.52 percentage points. Forward revenue growth also improved from -14.56% to -6.92%, a relative change of 52.47%.

This signals a meaningful recovery in revenue momentum for the Australian spodumene concentrate producer, consistent with the lithium price recovery and higher sales volumes described in the fundamental analysis. The full analysis in the portal provides further context on profitability, balance-sheet strength, and the cyclical risks that remain.

October 19, 2026: Micron Technology: EPS growth doubles to 594.35%

Micron Technology's current EPS growth compared with the average of the previous four reported quarters rose from 295.21% to 594.35%, an absolute change of +299.14 percentage points. Revenue growth on the same basis climbed from 118.07% to 297.49%, an increase of +179.41 percentage points.

The acceleration reflects stronger data-center demand for HBM, server DRAM, and enterprise SSDs, supported by strategic customer agreements that improve demand visibility. The full fundamental analysis in the portal examines the company's growth quality, profitability, and cyclical risks in detail.

October 16, 2026: adidas AG: Forward EPS Growth Climbs to 25.83%

adidas AG's forward EPS growth rose from 23.95% to 25.83% in the 30-day window, an absolute increase of 1.88 percentage points and a relative change of 7.85%. At the same time, current revenue growth improved from 3.55% to 13.29%, a relative gain of 274.07%.

These signals reflect strengthening earnings expectations for the global sportswear company, whose performance categories and direct-to-consumer channels are showing broad-based momentum across Europe, North America, and Greater China. The full fundamental analysis in the portal provides a transparent basis for further independent research into adidas AG's quality, growth, and valuation profile.

October 15, 2026: Old Mutual: Forward EPS Growth Jumps from 12.51% to 31.87%

Old Mutual's forward EPS growth rose from 12.51% to 31.87%, an absolute increase of 19.36 percentage points and a relative change of 154.76%, with a trigger rank of 100.00 out of 100. This signals a sharp upgrade in expected earnings momentum for the diversified African financial services group, whose life and savings, asset management, and banking operations span South Africa and other African markets.

The improvement in forward earnings expectations aligns with the company's stronger operating quality: higher-quality life and savings new business, improved persistency, and cost savings tracking ahead of plan. Current revenue growth also rose from 248.08% to 261.29%, an absolute change of 13.21 percentage points. The full fundamental analysis in the portal provides a transparent basis for further independent research into this development.

Fundamental Company Analysis

Ticker: PRU
Region: Europe
Sub-region: Western Europe
Country: United Kingdom

ISIN: GB0007099541
Industry: Insurance - Life

Metric	Value	Peer median
P/E	8.5	10.2
Forw. P/E	8.8	11.1
PEG	0.48	0.99

Fundamental analysis as of 29.08.2026

Next analysis on: 19.03.2027

Difference from the analysis on 11.05.2026

The investment case has improved: margin-accretive, capital-generative growth now validates the quality thesis, while China regulatory drag remains the main unresolved risk. The shift from volume-led optimism to confirmed mix-driven profitability and stronger cash conversion raises confidence in medium-term earnings and capital returns, but Greater China friction still limits visibility. Decisive changes First, growth quality improved. Previously, the thesis leaned on broad premium/new-business growth and a 38% margin. Now growth is mix-led toward higher-quality savings, health and protection, with broad-based margin gains and better capital generation. This strengthens economics per policy. Second, capital-return credibility strengthened. Buybacks and dividends were previously supportive but less anchored; the current half-year adds high-teens adjusted EPS, mid-teens free surplus, a higher interim dividend and an expanded buyback. This reduces cash-allocation uncertainty. Third, China Mainland risk became more explicit. Regulatory drag was a general risk; management now says bancassurance expense controls are suppressing growth and 2026 new-business profit there should match 2025, with spillover into Hong Kong. This lowers near-term visibility. Fourth, balance-sheet flexibility declined but remains sound. Lower equity/assets, liquidity and interest coverage reflect higher capital returns. Solvency stays strong, but the shock cushion is thinner. Fundamental development The fundamental positives improved because earnings quality and cash conversion are less contested: mix-led margin expansion and credible capital returns reduce accounting-driven growth risk. The structural improvement is capital-light, higher-margin business across Hong Kong, ASEAN and Africa; the structural negative is China Mainland's regulatory reset, likely persistent into 2026-2027. Lower ROE/ROA appears mostly temporary, and tighter liquidity is partly a deliberate buyback effect, not solvency stress. Valuation now hinges on executing the 2024-2027 capital plan and double-digit new-business profit/EPS growth. Overall, the fundamental balance is moderately better, not dramatically so. Investment thesis The original growth-quality thesis is strengthened. The most important positive change is that growth is now confirmed as margin-accretive and capital-generative, shifting the case from top-line momentum to structural earnings quality. The most important negative change is the more explicit China Mainland bancassurance headwind and flat expected 2026 new-business profit. These do not justify changing the long-term assessment but refine it: franchise quality and capital-return credibility are better evidenced, while the regulatory and capital-generation margin for error is smaller. The thesis remains intact.

Score

(8.5)

Metric	Value	Peer median
Revenue growth YoY	–	–
Revenue growth +1Y	28.7%	16.5%
Total assets growth	–	–
EPS growth YoY	12.8%	–
EPS growth +1Y	17.9%	9.4%
Free cash flow growth	–	–

Revenue

Main growth drivers Prudential’s latest quarter was driven by better product mix and stronger profitability in new business, not by broad volume acceleration. Management said new business profit improved because the Group kept shifting toward higher-quality savings, health and protection sales, while group margin expanded as a result of that mix change. Growth was also supported by stronger bancassurance and agency execution, improving agent productivity, and continued traction in Hong Kong, ASEAN and Africa. The company also benefited from higher operating profit in asset management and from capital-efficient business written across its multi-market platform, which reinforced earnings conversion and cash generation. Growth quality The quality of growth improved because it was more margin-accretive and more capital-generative than in prior periods. Prudential explicitly linked performance to disciplined underwriting and a high-quality product mix, which is a structural driver rather than a one-off pricing action. At the same time, growth was not fully uniform: the Chinese Mainland business was temporarily held back by bancassurance expense controls, and management flagged that some of the reported momentum in Hong Kong reflects strong underlying demand but remains exposed to policy-enforcement uncertainty. This means the growth base is still improving, but it is not yet free of regulatory noise. 12–24 month development Over the next 12 to 24 months, the most durable support should come from Hong Kong demand, ASEAN expansion, and the scaling of health and protection, which management described as structurally attractive markets with continued product refresh and stronger customer engagement. Prudential also expects its India repositioning, the new standalone health business, and broader technology and AI investment to deepen distribution and improve operating leverage. Offsetting that, China Mainland growth is likely to remain uneven as the business adapts to bancassurance regulation, and management already said full-year 2026 new business profit there should be similar to 2025. The near-term growth path therefore depends on whether Hong Kong can sustain demand after the current regulatory headlines fade. Investor conclusion The latest quarter confirms the growth thesis because growth came from better economics per policy rather than financial engineering or transitory volume spikes. The single most important structural driver is mix-led expansion in high-quality savings, health and protection across Asia and Africa. The greatest risk to future growth is regulatory disruption in China Mainland and any spillover into Hong Kong customer behavior, because that could interrupt one of the Group’s most important demand engines even if underlying product appeal remains intact.

Score

(6.7)

Metric	Value	Peer median
ROCE	18.7%	19.4%
ROIC	–	–
EBIT margin	1.6%	0.6%
Trailing EPS	1.0600	1.0700

ROCE

Paragraph 1 Prudential’s profitability weakened at the margin, but the core earnings engine remained intact. The main driver of the improvement in underlying profitability was higher new business quality and stronger in-force earnings, which lifted adjusted operating profit and kept capital generation solid. Management highlighted margin expansion, stronger operating free surplus generation, and higher earnings from asset management, all of which indicate that the business is converting growth into profit efficiently. The decline in return on equity and return on assets points to less efficient capital use than in the prior quarter, but the lower ratio does not signal a collapse in economics; it reflects a mix of business, capital, and accounting factors rather than a deterioration in the franchise’s earning power. Paragraph 2 Profitability remains reasonably sustainable because it is being supported by better underwriting mix, recurring in-force cash generation, and disciplined expense control. However, near-term headwinds remain: Chinese Mainland regulatory changes are pressuring bancassurance economics, and management continues to invest in technology, operations, and market repositioning, which should support future scale but can temporarily weigh on margins. The current profitability level therefore looks more durable than cyclical, but further upside depends on whether Prudential can preserve margin expansion while absorbing regulatory friction and investment spending. The most important positive factor is capital-light, higher-margin new business; the biggest risk is regulatory or channel disruption in Greater China.

Score

(3.2)

Metric	Value	Peer median
Net debt/EBITDA	8.9	4.4
Net debt / FCF	2.9	2.7
Debt / Capital	1.7%	1.6%
Interest coverage	–	–

Net debt / EBITDA

Prudential plc’s latest half-year results and recent annual disclosures suggest a balance sheet that remains fundamentally robust, but with clear signs that stability metrics have become more stretched as management leans into capital deployment and shareholder returns. The company reports a substantial shareholder capital surplus over its group capital regulatory requirement, indicating that solvency is comfortably above minimums and providing a buffer against adverse experience or market volatility. At the same time, operating free surplus from in-force business and asset management activities has grown meaningfully, supporting ongoing dividends and buybacks and underscoring that capital generation is not purely dependent on new sales. However, management has also committed to returning more than 7 billion to shareholders between 2024 and 2027, and has already executed sizeable buybacks and dividends, which reduces excess capital while increasing reliance on continued strong generation, thereby subtly tightening the margin for error. The reported improvement in free surplus and earnings per share in the latest half year indicates that internal capital generation currently offsets these outflows, but the lower ratios of equity to total assets and liquidity to liabilities provided in the input metrics are consistent with a more efficient yet more leveraged capital structure, in which stability is solid but progressively more sensitive to shocks. Overall, Prudential appears capable of meeting its obligations under normal conditions thanks to strong ongoing capital generation and regulatory surplus, but investors should recognize that the cushion is being actively used to support capital returns rather than solely to absorb stress. The company’s resilience to economic downturns and external shocks is anchored in its diversified exposure across multiple Asian and African markets and its broad distribution channels, which mitigate single-country and single-channel risk but introduce complex and varied regulatory environments. High and growing operating free surplus from in-force books provides an internally generated buffer that can help absorb adverse claims trends or market volatility without immediate recourse to external funding, which is a key stabilizing factor when macro conditions weaken. At the same time, structural risks arise from the combination of aggressive capital return policies, reliance on emerging-market growth, and potential changes in local solvency and capital-transfer rules, all of which could constrain the fungibility of capital across the group if conditions deteriorate. The declining ratios of liquidity and operating cash flow to liabilities implied by the provided metrics align with this picture of greater capital efficiency coupled with reduced immediate liquidity coverage, suggesting that short-term flexibility may be lower than in prior periods even though long-term solvency remains strong. Over the long term, stability appears supported by diversified growth, recurring surplus generation and regulatory capital buffers, but this is contingent on management continuing to balance shareholder distributions with prudence in leverage and liquidity. For fundamental investors, the key takeaway is that Prudential currently offers resilient solvency and capital generation, yet its financial stability is increasingly a function of sustained execution, and any prolonged downturn or regulatory shock that impairs surplus generation could meaningfully tighten its ability to meet obligations without revisiting capital return plans.

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Highlights

Prudential plc

News

Fundamental analysis as of 29.08.2026

Signals

What other investors say

Highlights

Fundamental analysis as of 29.08.2026 ?Two days after quarterly results are published, a full new fundamental analysis is created for each company.

What other investors say

Fundamental analysis as of 29.08.2026