Validea Updates Stock Ratings Using Peter Lynch P/E/Growth Model

Validea has updated its Peter Lynch-based P/E/Growth Investor model ratings for several U.S. stocks, reflecting changes in fundamentals and valuations. Notably, Limbach Holdings Inc (LMB), a small-cap in the Construction Services sector, saw a slight rating increase to 74%, continuing its moderate interest level in the model. Limbach specializes in building system solutions including mechanical, electrical, and plumbing infrastructure services across sectors like healthcare and manufacturing. MPLX LP (MPLX), a large-cap midstream energy infrastructure master limited partnership, also rose to a 74% rating under the model. MPLX operates extensive pipeline and storage logistics for crude oil, refined products, natural gas, and NGLs, servicing key energy markets and refineries. American Homes 4 Rent (AMH), a large-cap real estate investment trust focused on single-family rental properties across multiple U.S. regions, improved from 87% to 91%, showing strong interest. The company manages over 61,000 homes and develops built-for-rental housing through internal programs. NMI Holdings Inc (NMIH), a mid-cap insurer specializing in mortgage insurance and loan review services, saw a small rating uptick to 74%, indicating moderate model interest. NMIH writes MI coverage nationally, focusing on owner-occupied single-family loans. Acadia Healthcare Company Inc (ACHC), operating behavioral healthcare facilities across multiple states, witnessed its rating jump from zero to 91%, reflecting strong interest in this small-cap healthcare provider that delivers inpatient psychiatric and specialty treatment services. Advanced Drainage Systems, Inc. (WMS), a large-cap plastic and rubber manufacturer supplying stormwater and wastewater products, increased its rating sharply from 56% to 87%, highlighting growth potential in infrastructure-related manufacturing. Other notable stock rating improvements include Perdoceo Education Corp (PRDO), Crawford United Corp (CRAWA), Essential Utilities Inc (WTRG), Ambev SA (ABEV), Crawford & Co (CRD.B), Enterprise Products Partners LP (EPD), Napco Security Technologies Inc (NSSC), Veolia Environnement SA (VEOEY), First Business Financial Services Inc (FBIZ), ICF International Inc (ICFI), New York Times Co (NYT), Martin Marietta Materials Inc (MLM), and Federal Signal Corp (FSS). These companies span sectors such as education, insurance services, utilities, beverages, environmental services, financial services, consulting, media, construction materials, and safety/security systems. This set of rating updates reflects ongoing market evaluations based on Peter Lynch's investment framework, focusing on price relative to earnings growth, balance sheet strength, and fundamental analysis. The updates provide insight into shifting valuations and fundamentals that influence investor interest under this well-regarded growth investing model.