Erste Group Bank AG

Growth is a weak point here. Both revenue and earnings growth are weak. This profile does not fit growth strategies, so look to value or quality angles instead. The strongest point: revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The strongest point: magnificent long-term results.

A genuinely cheap stock. Forward P/E, EV multiples, and book value all screen attractive versus the market. A textbook fit for pure value and smart-value strategies. The strongest point: today it trades at 10x forward earnings, cheaper than 70% of companies worldwide. The one thing to watch: free cash flow is negative.

A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: best on net margin at 28%, better than 80% of companies worldwide. The one thing to watch: the free cash flow margin is negative.