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Signal Board — July 31, 2026

Monthly update · ROEV Valuation System · All data sourced from Finviz Elite, single timestamp, July 31, 2026 close


Signal Summary

🚨 Early Alert — NRG (DR 0.691, Power & Utilities)

🎯 Full Signal — AVGO (DR 0.874, 4/4 Gate 2 bullish, Semiconductors) — first semiconductor Full Signal in board history

Watch — CEG (DR 0.762, Power & Utilities) · LRCX (DR 0.888, Semiconductors)

No Action: VST · EMR · PH · ETN · AMD · USB · PNC · FITB · JPM · KKR · BX · BLK · AIG · MET · PRU


Analyst Notes

AVGO becomes the board's second Full Signal ever and the first in the semiconductor group — DR held at 0.874 while all four Gate 2 indicators turned bullish (MFI 55.10, RSI 51.46, MACD line above signal, Stoch %K above %D).

NRG holds Early Alert for a fourth consecutive board at DR 0.691 — the persistent P/E distortion flag remains in effect.

CEG enters Watch for the first time this cycle at DR 0.762. LRCX also sits in the Watch band at DR 0.888, but Gate 2 confirms only 2 of 4 bullish (Stoch %K 28.60, MFI 37.56) — Watch status stands, Full Signal does not.


Full Board Detail

Ticker Sector Price ROEV DR Signal
NRGPower & Utilities134.29194.440.691🚨 Early Alert
CEGPower & Utilities262.75344.660.762⚡ Watch
VSTPower & Utilities148.1998.211.509No Action
EMRSpecialty Industrials149.82154.510.970No Action
PHSpecialty Industrials976.531038.480.940No Action
ETNSpecialty Industrials415.20406.331.022No Action
LRCXSemiconductors293.02329.950.888⚡ Watch
AMDSemiconductors476.15498.150.956No Action
AVGOSemiconductors389.28445.220.874🎯 Full Signal
USBBanks63.0161.721.021No Action
PNCBanks249.87274.530.910No Action
FITBBanks56.5057.780.978No Action
JPMBanks351.79354.990.991No Action
KKRAsset Managers101.43103.780.977No Action
BXAsset Managers127.7584.221.517No Action
BLKAsset Managers1090.391111.910.981No Action
AIGInsurance78.5881.350.966No Action
METInsurance96.13103.800.926No Action
PRUInsurance122.08129.520.943No Action

ROEV = (ROE% ÷ 100) × P/E (TTM) × Book Value Per Share. DR = Price ÷ ROEV. Early Alert: DR ≤ 0.75. Watch: DR 0.76–0.90 and Stoch %K ≤ 70. Full Signal: Watch + 3 of 4 Gate 2 indicators bullish (MFI, RSI, Stoch %K, MACD). No Action: DR > 0.90 or Stoch %K > 70. This does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. The ROEV Valuation System and Discount Ratio (DR) are proprietary analytical tools designed for signal generation and do not represent intrinsic value calculations or price targets. All data sourced from Finviz Elite, single timestamp, July 31, 2026. Not investment advice.