$28.08

+0.00 (+0.00%)

Weekly Expected Move ±2.0%

$27 $28 $28 $29 $29

ETF AMEX · AUM $4.3M

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

Portfolio Health Summary

IS Overall Score

66.5

★★★★★

Altman Z-Score

6.45

Safe

Weight Coverage

79%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 66.5

Profitability

68.9

Balance Sheet

69.5

Earnings Quality

68.2

Growth

62.8

Value

53.8

Momentum

83.2

Safety

90.0

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

6.45

Safe Zone (>2.99)

Piotroski F-Score

6.6 / 9

Moderate

Beneish M-Score

-2.01

Unlikely Manipulator

Credit Score

—

Earnings Quality

68.2 / 100

Portfolio Valuation

P/E

2.54x

P/B

0.77x

P/S

1.06x

EV/EBITDA

19.36x

EV/Revenue

11.57x

P/FCF

3.68x

P/OCF

1.94x

PEG

0.06x

Earnings Yield

39.38%

FCF Yield

27.20%

OCF Yield

51.59%

Median P/E

26.46x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +21.4%

Net Income +32.2%

EPS +35.8%

FCF +21.6%

EBITDA +28.6%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +22.7%

Rev CAGR 5Y +22.4%

EPS CAGR 3Y +40.1%

EPS CAGR 5Y +27.9%

FCF CAGR 3Y +43.7%

FCF CAGR 5Y +25.6%

EBITDA CAGR 3Y +35.8%

EBITDA CAGR 5Y +24.4%

Payout Ratio

30.39%

Buyback Yield

1.05%

Dividend Yield

1.35%

Total Shareholder Return

2.76%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 262 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$28.08

Median 1Y

$25.50

5th Pctile

$18.51

95th Pctile

$35.14

Ann. Volatility

19.0%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	2.54
Portfolio P/B	0.77
Portfolio P/S	1.06
EV/EBITDA	19.36
EV/Revenue	11.57
P/FCF	3.68
P/OCF	1.94
PEG	0.06
Earnings Yield	39.38%
FCF Yield	27.20%
OCF Yield	51.59%
Median P/E	26.46

Profitability & Returns (9)

Metric	Value
Gross Margin	63.66%
Operating Margin	47.22%
Net Margin	41.83%
FCF Margin	28.73%
ROE	34.42%
ROA	14.72%
ROIC	38.04%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.27
Debt/Assets	0.12
Net Debt/EBITDA	-0.58
Interest Coverage	9.73
Current Ratio	2.36
Quick Ratio	2.16

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	21.42%
Net Income Growth	32.20%
EPS Growth	35.81%
FCF Growth	21.56%
EBITDA Growth	28.63%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	22.71%
Revenue CAGR 5Y	22.37%
Revenue CAGR 10Y	—
EPS CAGR 3Y	40.06%
EPS CAGR 5Y	27.94%
EPS CAGR 10Y	—
FCF CAGR 3Y	43.67%
FCF CAGR 5Y	25.64%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	35.76%
EBITDA CAGR 5Y	24.40%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	39.64%
Net Income CAGR 5Y	27.72%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	66.5
IS Profitability	68.9
IS Balance Sheet	69.5
IS Earnings Quality	68.2
IS Growth	62.8
IS Value	53.8
IS Momentum	83.2
IS Safety	90.0
IS Quality	77.7
Altman Z-Score	6.45
Piotroski F-Score	6.60
Beneish M-Score	-2.01
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.35%
Payout Ratio	30.39%
Buyback Yield	1.05%
Total Shareholder Return	2.76%

Growth Stability (4)

Metric	Value
Revenue Stability	0.829
Earnings Stability	0.707
Earnings Persistence	0.764
Margin Stability	0.847

Medians (3)

Metric	Value
Median P/E	26.46
Median P/B	4.90
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	78.81%
Holdings Matched	42
Total Holdings	42

IGGY