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1 of Wall Street’s Favorite Stock with Solid Fundamentals and 2 We Ignore

MIR Cover Image

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. That said, here is one stock where Wall Street’s positive outlook is supported by strong fundamentals and two where its enthusiasm might be excessive.

Two Stocks to Sell:

Columbus McKinnon (CMCO)

Consensus Price Target: $27.75 (57.8% implied return)

With 19 different brands across the globe, Columbus McKinnon (NASDAQ: CMCO) offers material handling equipment for the construction, manufacturing, and transportation industries.

Why Do We Avoid CMCO?

  1. Sales stagnated over the last two years and signal the need for new growth strategies
  2. Sales over the last two years were less profitable as its earnings per share fell by 11.3% annually while its revenue was flat
  3. Free cash flow margin dropped by 3.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up

Columbus McKinnon’s stock price of $17.59 implies a valuation ratio of 6.5x forward P/E. Read our free research report to see why you should think twice about including CMCO in your portfolio.

Kemper (KMPR)

Consensus Price Target: $59.60 (48.1% implied return)

Originally known as Unitrin until rebranding in 2011, Kemper (NYSE: KMPR) is an insurance holding company that provides automobile, homeowners, life, and other insurance products to individuals and businesses across the United States.

Why Do We Pass on KMPR?

  1. Net premiums earned plateaued over the last five years, signaling weak incremental demand for its insurance policies
  2. Performance over the past five years shows each sale was less profitable, as its earnings per share fell by 4.7% annually
  3. Book value per share tumbled by 7.3% annually over the last five years, showing insurance sector trends are working against its favor during this cycle

Kemper is trading at $40.25 per share, or 0.9x forward P/B. If you’re considering KMPR for your portfolio, see our FREE research report to learn more.

One Stock to Watch:

Mirion (MIR)

Consensus Price Target: $30.63 (26.2% implied return)

With its technology protecting workers in over 130 countries and equipment used in 80% of cancer centers worldwide, Mirion Technologies (NYSE: MIR) provides radiation detection, measurement, and monitoring solutions for medical, nuclear energy, defense, and scientific research applications.

Why Is MIR Interesting?

  1. Annual revenue growth of 11.8% over the past five years was outstanding, reflecting market share gains this cycle
  2. Operating margin expanded by 6.2 percentage points over the last five years as it scaled and became more efficient
  3. Incremental sales over the last two years have been highly profitable as its earnings per share increased by 29.1% annually, topping its revenue gains

At $24.26 per share, Mirion trades at 43x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.

High-Quality Stocks for All Market Conditions

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today.

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