HWO
Hotchkis & Wiley Opportunities Fund
1W: -0.6%
1M: -4.2%
YTD: +4.0%
$26.02
+0.04 (+0.17%)
Weekly Expected Move ±1.6%
$25
$26
$26
$26
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
54.7
★★★★★
Altman Z-Score
2.90
Grey Zone
Weight Coverage
95%
of portfolio analyzed
Holdings Matched
49
with fundamental data
InsiderStreet Scorecard
★★★★★
54.7
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
2.90
Grey Zone (1.81–2.99)
Piotroski F-Score
6.7 / 9
Moderate
Beneish M-Score
-0.58
Possible Manipulator
Credit Score
—
Earnings Quality
65.1 / 100
Portfolio Valuation
P/E
22.22x
P/B
5.10x
P/S
4.36x
EV/EBITDA
15.06x
EV/Revenue
4.88x
P/FCF
29.81x
P/OCF
15.95x
PEG
2.35x
Earnings Yield
4.50%
FCF Yield
3.35%
OCF Yield
6.27%
Median P/E
15.06x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+6.5%
Net Income
+14.5%
EPS
+12.2%
FCF
+39.3%
EBITDA
+4.5%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+4.5%
Rev CAGR 5Y
+8.7%
EPS CAGR 3Y
+9.5%
EPS CAGR 5Y
+4.6%
FCF CAGR 3Y
+12.8%
FCF CAGR 5Y
+8.2%
EBITDA CAGR 3Y
+15.7%
EBITDA CAGR 5Y
+11.3%
Payout Ratio
41.83%
Buyback Yield
4.34%
Dividend Yield
1.95%
Total Shareholder Return
7.05%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 22.22 |
| Portfolio P/B | 5.10 |
| Portfolio P/S | 4.36 |
| EV/EBITDA | 15.06 |
| EV/Revenue | 4.88 |
| P/FCF | 29.81 |
| P/OCF | 15.95 |
| PEG | 2.35 |
| Earnings Yield | 4.50% |
| FCF Yield | 3.35% |
| OCF Yield | 6.27% |
| Median P/E | 15.06 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 49.35% |
| Operating Margin | 22.45% |
| Net Margin | 19.55% |
| FCF Margin | 14.17% |
| ROE | 24.77% |
| ROA | 7.78% |
| ROIC | 18.35% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.61 |
| Debt/Assets | 0.20 |
| Net Debt/EBITDA | 0.15 |
| Interest Coverage | 7.57 |
| Current Ratio | 0.84 |
| Quick Ratio | 0.78 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 6.54% |
| Net Income Growth | 14.50% |
| EPS Growth | 12.24% |
| FCF Growth | 39.27% |
| EBITDA Growth | 4.46% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 4.50% |
| Revenue CAGR 5Y | 8.68% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 9.46% |
| EPS CAGR 5Y | 4.56% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 12.80% |
| FCF CAGR 5Y | 8.18% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 15.72% |
| EBITDA CAGR 5Y | 11.31% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 10.70% |
| Net Income CAGR 5Y | 3.81% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 54.7 |
| IS Profitability | 47.7 |
| IS Balance Sheet | 59.9 |
| IS Earnings Quality | 65.1 |
| IS Growth | 52.3 |
| IS Value | 57.9 |
| IS Momentum | 75.8 |
| IS Safety | 66.2 |
| IS Quality | 69.7 |
| Altman Z-Score | 2.90 |
| Piotroski F-Score | 6.68 |
| Beneish M-Score | -0.58 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.95% |
| Payout Ratio | 41.83% |
| Buyback Yield | 4.34% |
| Total Shareholder Return | 7.05% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.689 |
| Earnings Stability | 0.308 |
| Earnings Persistence | 0.673 |
| Margin Stability | 0.818 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 15.06 |
| Median P/B | 1.88 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 94.74% |
| Holdings Matched | 49 |
| Total Holdings | 53 |