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BALI - iShares U.S. Large Cap Premium Income Active ETF

Name: iShares U.S. Large Cap Premium Income Active ETF (BALI) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$30.74

+0.06 (+0.20%)

After Hours: $30.63 (-0.11, -0.36%)

Weekly Expected Move ±1.8%

$29 $30 $30 $31 $31

ETF CBOE · AUM $448.7M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

65.7

★★★★★

Altman Z-Score

13.11

Safe

Weight Coverage

96%

of portfolio analyzed

Holdings Matched

191

with fundamental data

InsiderStreet Scorecard

★★★★★ 65.7

Profitability

69.8

Balance Sheet

66.7

Earnings Quality

70.4

Growth

61.8

Value

46.9

Momentum

80.6

Safety

86.9

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

13.11

Safe Zone (>2.99)

Piotroski F-Score

7.0 / 9

Moderate

Beneish M-Score

-1.79

Unlikely Manipulator

Credit Score

—

Earnings Quality

70.4 / 100

Portfolio Valuation

P/E

31.62x

P/B

10.82x

P/S

7.12x

EV/EBITDA

21.44x

EV/Revenue

7.31x

P/FCF

41.48x

P/OCF

24.74x

PEG

1.25x

Earnings Yield

3.16%

FCF Yield

2.41%

OCF Yield

4.04%

Median P/E

24.26x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +16.7%

Net Income +33.5%

EPS +34.2%

FCF +30.8%

EBITDA +28.3%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +14.2%

Rev CAGR 5Y +16.0%

EPS CAGR 3Y +25.4%

EPS CAGR 5Y +25.1%

FCF CAGR 3Y +24.0%

FCF CAGR 5Y +14.4%

EBITDA CAGR 3Y +24.1%

EBITDA CAGR 5Y +21.5%

Payout Ratio

35.64%

Buyback Yield

1.66%

Dividend Yield

1.54%

Total Shareholder Return

2.78%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 630 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$30.74

Median 1Y

$35.64

5th Pctile

$29.17

95th Pctile

$43.54

Ann. Volatility

13.2%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	31.62
Portfolio P/B	10.82
Portfolio P/S	7.12
EV/EBITDA	21.44
EV/Revenue	7.31
P/FCF	41.48
P/OCF	24.74
PEG	1.25
Earnings Yield	3.16%
FCF Yield	2.41%
OCF Yield	4.04%
Median P/E	24.26

Profitability & Returns (9)

Metric	Value
Gross Margin	49.68%
Operating Margin	25.58%
Net Margin	22.50%
FCF Margin	16.92%
ROE	37.81%
ROA	13.39%
ROIC	30.32%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.51
Debt/Assets	0.19
Net Debt/EBITDA	0.07
Interest Coverage	15.89
Current Ratio	1.20
Quick Ratio	1.11

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	16.69%
Net Income Growth	33.51%
EPS Growth	34.22%
FCF Growth	30.80%
EBITDA Growth	28.33%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	14.19%
Revenue CAGR 5Y	15.96%
Revenue CAGR 10Y	—
EPS CAGR 3Y	25.38%
EPS CAGR 5Y	25.09%
EPS CAGR 10Y	—
FCF CAGR 3Y	24.01%
FCF CAGR 5Y	14.45%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	24.08%
EBITDA CAGR 5Y	21.54%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	24.25%
Net Income CAGR 5Y	23.97%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	65.7
IS Profitability	69.8
IS Balance Sheet	66.7
IS Earnings Quality	70.4
IS Growth	61.8
IS Value	46.9
IS Momentum	80.6
IS Safety	86.9
IS Quality	77.5
Altman Z-Score	13.11
Piotroski F-Score	6.97
Beneish M-Score	-1.79
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.54%
Payout Ratio	35.64%
Buyback Yield	1.66%
Total Shareholder Return	2.78%

Growth Stability (4)

Metric	Value
Revenue Stability	0.806
Earnings Stability	0.550
Earnings Persistence	0.811
Margin Stability	0.898

Medians (3)

Metric	Value
Median P/E	24.26
Median P/B	4.05
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	96.11%
Holdings Matched	191
Total Holdings	192