C$32.62 ($22.88)

+0.20 (+0.62%)

Weekly Expected Move ±1.4%

C$32 C$32 C$32 C$33 C$33

ETF TSX · AUM C$122.6M

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

Portfolio Health Summary

IS Overall Score

54.8

★★★★★

Altman Z-Score

0.59

Distress

Weight Coverage

46%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 54.8

Profitability

56.9

Balance Sheet

45.6

Earnings Quality

80.3

Growth

59.3

Value

65.8

Momentum

85.4

Safety

40.0

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

0.59

Distress Zone (<1.81)

Piotroski F-Score

7.4 / 9

Strong

Beneish M-Score

-1.93

Unlikely Manipulator

Credit Score

—

Earnings Quality

80.3 / 100

Portfolio Valuation

P/E

16.33x

P/B

2.39x

P/S

2.45x

EV/EBITDA

17.80x

EV/Revenue

4.12x

P/FCF

8.51x

P/OCF

7.62x

PEG

0.57x

Earnings Yield

6.13%

FCF Yield

11.75%

OCF Yield

13.12%

Median P/E

15.78x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +34.8%

Net Income +26.5%

EPS +29.5%

FCF +43.1%

EBITDA +18.0%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +21.5%

Rev CAGR 5Y +18.5%

EPS CAGR 3Y +28.8%

EPS CAGR 5Y +14.5%

FCF CAGR 3Y +23.2%

FCF CAGR 5Y +10.4%

EBITDA CAGR 3Y +18.0%

EBITDA CAGR 5Y +9.2%

Payout Ratio

35.92%

Buyback Yield

3.93%

Dividend Yield

2.37%

Total Shareholder Return

5.02%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$32.43

Median 1Y

$36.10

5th Pctile

$27.04

95th Pctile

$48.20

Ann. Volatility

17.3%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	16.33
Portfolio P/B	2.39
Portfolio P/S	2.45
EV/EBITDA	17.80
EV/Revenue	4.12
P/FCF	8.51
P/OCF	7.62
PEG	0.57
Earnings Yield	6.13%
FCF Yield	11.75%
OCF Yield	13.12%
Median P/E	15.78

Profitability & Returns (9)

Metric	Value
Gross Margin	47.46%
Operating Margin	19.13%
Net Margin	15.02%
FCF Margin	28.82%
ROE	14.95%
ROA	0.98%
ROIC	6.32%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	2.01
Debt/Assets	0.13
Net Debt/EBITDA	4.45
Interest Coverage	0.55
Current Ratio	0.43
Quick Ratio	0.42

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	34.81%
Net Income Growth	26.48%
EPS Growth	29.46%
FCF Growth	43.11%
EBITDA Growth	18.01%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	21.51%
Revenue CAGR 5Y	18.50%
Revenue CAGR 10Y	—
EPS CAGR 3Y	28.83%
EPS CAGR 5Y	14.46%
EPS CAGR 10Y	—
FCF CAGR 3Y	23.23%
FCF CAGR 5Y	10.43%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	17.96%
EBITDA CAGR 5Y	9.20%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	26.87%
Net Income CAGR 5Y	12.90%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	54.8
IS Profitability	56.9
IS Balance Sheet	45.6
IS Earnings Quality	80.3
IS Growth	59.3
IS Value	65.8
IS Momentum	85.4
IS Safety	40.0
IS Quality	72.8
Altman Z-Score	0.59
Piotroski F-Score	7.39
Beneish M-Score	-1.93
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.37%
Payout Ratio	35.92%
Buyback Yield	3.93%
Total Shareholder Return	5.02%

Growth Stability (4)

Metric	Value
Revenue Stability	0.683
Earnings Stability	0.344
Earnings Persistence	0.831
Margin Stability	0.742

Medians (3)

Metric	Value
Median P/E	15.78
Median P/B	2.30
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	46.49%
Holdings Matched	10
Total Holdings	—

HAL.TO