EFFE
Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF
1W: -2.2%
1M: -4.3%
YTD: -3.4%
$27.46
+0.00 (+0.00%)
Weekly Expected Move ±3.0%
$26
$27
$27
$28
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
54.5
★★★★★
Altman Z-Score
9.77
Safe
Weight Coverage
32%
of portfolio analyzed
Holdings Matched
15
with fundamental data
InsiderStreet Scorecard
★★★★★
54.5
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
9.77
Safe Zone (>2.99)
Piotroski F-Score
5.5 / 9
Moderate
Beneish M-Score
-1.26
Possible Manipulator
Credit Score
—
Earnings Quality
35.9 / 100
Portfolio Valuation
P/E
28.40x
P/B
9.72x
P/S
6.03x
EV/EBITDA
18.68x
EV/Revenue
5.90x
P/FCF
59.90x
P/OCF
25.48x
PEG
0.65x
Earnings Yield
3.52%
FCF Yield
1.67%
OCF Yield
3.93%
Median P/E
14.67x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+62.0%
Net Income
+76.3%
EPS
+59.4%
FCF
-13.6%
EBITDA
+62.6%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+39.6%
Rev CAGR 5Y
+28.0%
EPS CAGR 3Y
+43.4%
EPS CAGR 5Y
+30.5%
FCF CAGR 3Y
+41.7%
FCF CAGR 5Y
+40.6%
EBITDA CAGR 3Y
+41.9%
EBITDA CAGR 5Y
+33.9%
Payout Ratio
27.54%
Buyback Yield
0.03%
Dividend Yield
2.51%
Total Shareholder Return
1.94%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 28.40 |
| Portfolio P/B | 9.72 |
| Portfolio P/S | 6.03 |
| EV/EBITDA | 18.68 |
| EV/Revenue | 5.90 |
| P/FCF | 59.90 |
| P/OCF | 25.48 |
| PEG | 0.65 |
| Earnings Yield | 3.52% |
| FCF Yield | 1.67% |
| OCF Yield | 3.93% |
| Median P/E | 14.67 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 30.46% |
| Operating Margin | 24.26% |
| Net Margin | 21.23% |
| FCF Margin | 6.70% |
| ROE | 39.84% |
| ROA | 21.08% |
| ROIC | 44.54% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.30 |
| Debt/Assets | 0.16 |
| Net Debt/EBITDA | -0.54 |
| Interest Coverage | 56.79 |
| Current Ratio | 1.66 |
| Quick Ratio | 1.27 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 62.02% |
| Net Income Growth | 76.34% |
| EPS Growth | 59.37% |
| FCF Growth | -13.62% |
| EBITDA Growth | 62.60% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 39.57% |
| Revenue CAGR 5Y | 28.00% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 43.36% |
| EPS CAGR 5Y | 30.48% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 41.66% |
| FCF CAGR 5Y | 40.57% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 41.85% |
| EBITDA CAGR 5Y | 33.86% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 51.73% |
| Net Income CAGR 5Y | 35.74% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 54.5 |
| IS Profitability | 58.5 |
| IS Balance Sheet | 71.8 |
| IS Earnings Quality | 35.9 |
| IS Growth | 76.0 |
| IS Value | 51.3 |
| IS Momentum | 57.0 |
| IS Safety | 83.3 |
| IS Quality | 50.2 |
| Altman Z-Score | 9.77 |
| Piotroski F-Score | 5.54 |
| Beneish M-Score | -1.26 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 2.51% |
| Payout Ratio | 27.54% |
| Buyback Yield | 0.03% |
| Total Shareholder Return | 1.94% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.735 |
| Earnings Stability | 0.673 |
| Earnings Persistence | 0.554 |
| Margin Stability | 0.819 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 14.67 |
| Median P/B | 3.76 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 31.79% |
| Holdings Matched | 15 |
| Total Holdings | 20 |