Zacks.com featured highlights include Vertiv Holdings, The Progressive, Bank OZK, TransUnion and The Mosaic

Tue, Sep 2, 2025, 6:16 AM 6 min read

Chicago, IL – September 2, 2025 – Stocks in this week’s article are Vertiv Holdings Co VRT, The Progressive Corp. PGR, Bank OZK OZK, TransUnion TRU and The Mosaic Co. MOS.

Markets started 2025 on a positive note but have since faced considerable volatility. Tariff-related headwinds and geopolitical uncertainty persist, yet expectations for a September rate cut have been gaining momentum amid a softening labor market and the inflationary effects of trade policies. While investors are re-entering the market, identifying the right stocks in this environment remains challenging.

Amid such an operating environment, sales growth provides a more dependable lens for evaluating stocks than traditional earnings-focused metrics. In this context, Vertiv Holdings Co, The Progressive Corp., Bank OZK, TransUnion and The Mosaic Co. are worth investing in.

When evaluating a company, investors often give preference to revenue over earnings. Sales growth points directly to demand for a company’s products and services, signaling market relevance, pricing power and competitive positioning. In an environment where inflation, interest rates and consumer sentiment remain fluid, revenue expansion demonstrates that a business can adapt and still capture incremental market share. On the other hand, earnings can often be influenced by temporary cost-cutting, share buyback, or accounting adjustments, which may not reflect the sustainability of a company’s performance.

Moreover, strong revenue trajectories typically translate into healthier cash flows, which give management the flexibility to reinvest in innovation, pursue strategic acquisitions or return capital to shareholders without overreliance on debt. Strong cash reserves and healthy cash flow offer the flexibility to navigate challenges, invest in growth opportunities and maintain operational stability.

Westerville, OH-based Vertiv is a leading global provider of critical digital infrastructure and services for data centers, communication networks and commercial and industrial environments. VRT designs, manufactures, installs, maintains and services a broad portfolio of hardware, software and integrated solutions.

VRT’s expected sales growth rate for 2025 is 24.5%. Vertiv carries a Zacks Rank #2 at present.

Progressive, headquartered in Mayfield Village, OH, is a leading independent agency writer of private passenger auto coverage and the market share leader for motorcycle products since 1998. PGR employs more than 40,000 people globally and has offices across six continents.