How Investors Compare Companies to Find True Value
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 July 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
A relative valuation model is a financial tool that helps investors assess a company’s worth by providing a clearer picture of whether a stock may be fairly priced within its industry.
Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sector, PSC - Principal U.S. Small-Cap ETF, RNMBY - Rheinmetall AG ADR, Private Equity.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.2 | Good afternoon, fellow investors, and welcome back to Investstock. |
| 0:39.3 | This is our Thursday, July 24th edition of InvestTalk. |
| 0:43.5 | We are solidly into the summer months. |
| 0:47.8 | I know the air is heating up around here in Southern California. |
| 0:52.5 | And the markets continue to grind new highs and |
| 0:57.0 | liquidity remains relatively robust now we know that is an environment that we are in |
| 1:02.6 | today won't always be the environment that we're in but it's when you to navigate |
| 1:08.1 | any environment you have to have a clear balance of risk versus reward and |
| 1:13.4 | understand the trends that are in place in the short and long term. |
| 1:17.3 | And that's what we are here to help you with is to get grasp of, get a grasp of where we're at, |
| 1:23.4 | where we're headed and how that is going to impact you and your finances and your investment |
| 1:28.5 | portfolios. And with that, you can make better decisions with your money. So that's what today's |
| 1:34.7 | show is all about. Our main mechanism of action in medical terms would be to answer your finance |
| 1:42.0 | and investment questions is to hear what you have to say, |
| 1:45.8 | what's on your mind, and try to give you the best feedback and data so that you can, once again, |
| 1:51.7 | make a good, well-educated decision. Now, in just a bit, we'll talk about today's market performance |
| 1:58.0 | and run down the show topics that we'll hit on throughout the hour. |
| 2:02.2 | But as usual, we'll tackle this caller question first. |
| 2:05.6 | Wanted to get your opinion on ticker simple J, Jacobs Engineering. |
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