HAWG
HCM Hedged Equity ETF
1W: +0.1%
1M: +1.8%
YTD: +0.9%
$30.57
+0.18 (+0.60%)
Weekly Expected Move ±1.1%
$30
$30
$31
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
70.6
★★★★★
Altman Z-Score
16.25
Safe
Weight Coverage
99%
of portfolio analyzed
Holdings Matched
482
with fundamental data
InsiderStreet Scorecard
★★★★★
70.6
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
16.25
Safe Zone (>2.99)
Piotroski F-Score
6.8 / 9
Moderate
Beneish M-Score
-1.27
Possible Manipulator
Credit Score
—
Earnings Quality
65.8 / 100
Portfolio Valuation
P/E
30.33x
P/B
12.17x
P/S
9.99x
EV/EBITDA
21.93x
EV/Revenue
10.19x
P/FCF
52.17x
P/OCF
28.51x
PEG
0.60x
Earnings Yield
3.30%
FCF Yield
1.92%
OCF Yield
3.51%
Median P/E
22.96x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+30.0%
Net Income
+50.2%
EPS
+50.2%
FCF
+34.1%
EBITDA
+48.3%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+25.8%
Rev CAGR 5Y
+20.2%
EPS CAGR 3Y
+50.8%
EPS CAGR 5Y
+29.4%
FCF CAGR 3Y
+38.7%
FCF CAGR 5Y
+22.8%
EBITDA CAGR 3Y
+50.1%
EBITDA CAGR 5Y
+26.4%
Payout Ratio
20.63%
Buyback Yield
1.21%
Dividend Yield
0.75%
Total Shareholder Return
1.78%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 30.33 |
| Portfolio P/B | 12.17 |
| Portfolio P/S | 9.99 |
| EV/EBITDA | 21.93 |
| EV/Revenue | 10.19 |
| P/FCF | 52.17 |
| P/OCF | 28.51 |
| PEG | 0.60 |
| Earnings Yield | 3.30% |
| FCF Yield | 1.92% |
| OCF Yield | 3.51% |
| Median P/E | 22.96 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 57.06% |
| Operating Margin | 31.94% |
| Net Margin | 32.86% |
| FCF Margin | 18.78% |
| ROE | 48.08% |
| ROA | 21.84% |
| ROIC | 32.71% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.39 |
| Debt/Assets | 0.19 |
| Net Debt/EBITDA | -0.09 |
| Interest Coverage | 37.35 |
| Current Ratio | 1.31 |
| Quick Ratio | 1.21 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 29.96% |
| Net Income Growth | 50.24% |
| EPS Growth | 50.23% |
| FCF Growth | 34.14% |
| EBITDA Growth | 48.30% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 25.83% |
| Revenue CAGR 5Y | 20.24% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 50.83% |
| EPS CAGR 5Y | 29.39% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 38.71% |
| FCF CAGR 5Y | 22.82% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 50.09% |
| EBITDA CAGR 5Y | 26.42% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 51.26% |
| Net Income CAGR 5Y | 29.23% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 70.6 |
| IS Profitability | 79.7 |
| IS Balance Sheet | 75.0 |
| IS Earnings Quality | 65.8 |
| IS Growth | 70.0 |
| IS Value | 46.5 |
| IS Momentum | 83.9 |
| IS Safety | 93.4 |
| IS Quality | 80.4 |
| Altman Z-Score | 16.25 |
| Piotroski F-Score | 6.84 |
| Beneish M-Score | -1.27 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 0.75% |
| Payout Ratio | 20.63% |
| Buyback Yield | 1.21% |
| Total Shareholder Return | 1.78% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.830 |
| Earnings Stability | 0.596 |
| Earnings Persistence | 0.714 |
| Margin Stability | 0.890 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 22.96 |
| Median P/B | 3.82 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 98.54% |
| Holdings Matched | 482 |
| Total Holdings | 487 |