$36.94

+0.05 (+0.14%)

Weekly Expected Move ±1.4%

$36 $36 $37 $37 $38

ETF NASDAQ · AUM $5.5M

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

Portfolio Health Summary

IS Overall Score

51.8

★★★★★

Altman Z-Score

6.13

Safe

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 51.8

Profitability

55.2

Balance Sheet

64.0

Earnings Quality

70.7

Growth

57.0

Value

52.4

Momentum

70.1

Safety

70.9

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

6.13

Safe Zone (>2.99)

Piotroski F-Score

5.6 / 9

Moderate

Beneish M-Score

0.90

Possible Manipulator

Credit Score

—

Earnings Quality

70.7 / 100

Portfolio Valuation

P/E

18.80x

P/B

2.48x

P/S

2.11x

EV/EBITDA

10.49x

EV/Revenue

2.30x

P/FCF

25.04x

P/OCF

12.97x

PEG

0.63x

Earnings Yield

5.32%

FCF Yield

3.99%

OCF Yield

7.71%

Median P/E

30.01x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +24.3%

Net Income +29.4%

EPS +29.1%

FCF +32.3%

EBITDA +29.6%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +26.1%

Rev CAGR 5Y +22.4%

EPS CAGR 3Y +29.9%

EPS CAGR 5Y +23.2%

FCF CAGR 3Y +44.6%

FCF CAGR 5Y +37.9%

EBITDA CAGR 3Y +32.8%

EBITDA CAGR 5Y +27.0%

Payout Ratio

35.27%

Buyback Yield

0.19%

Dividend Yield

1.56%

Total Shareholder Return

1.51%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 602 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$36.94

Median 1Y

$36.27

5th Pctile

$28.47

95th Pctile

$46.20

Ann. Volatility

13.9%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	18.80
Portfolio P/B	2.48
Portfolio P/S	2.11
EV/EBITDA	10.49
EV/Revenue	2.30
P/FCF	25.04
P/OCF	12.97
PEG	0.63
Earnings Yield	5.32%
FCF Yield	3.99%
OCF Yield	7.71%
Median P/E	30.01

Profitability & Returns (9)

Metric	Value
Gross Margin	36.28%
Operating Margin	17.12%
Net Margin	11.20%
FCF Margin	6.19%
ROE	13.99%
ROA	2.96%
ROIC	11.99%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.70
Debt/Assets	0.15
Net Debt/EBITDA	1.14
Interest Coverage	1.54
Current Ratio	1.14
Quick Ratio	0.96

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	24.29%
Net Income Growth	29.41%
EPS Growth	29.14%
FCF Growth	32.33%
EBITDA Growth	29.63%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	26.09%
Revenue CAGR 5Y	22.37%
Revenue CAGR 10Y	—
EPS CAGR 3Y	29.94%
EPS CAGR 5Y	23.21%
EPS CAGR 10Y	—
FCF CAGR 3Y	44.59%
FCF CAGR 5Y	37.89%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	32.77%
EBITDA CAGR 5Y	26.98%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	32.29%
Net Income CAGR 5Y	24.88%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	51.8
IS Profitability	55.2
IS Balance Sheet	64.0
IS Earnings Quality	70.7
IS Growth	57.0
IS Value	52.4
IS Momentum	70.1
IS Safety	70.9
IS Quality	65.3
Altman Z-Score	6.13
Piotroski F-Score	5.57
Beneish M-Score	0.90
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.56%
Payout Ratio	35.27%
Buyback Yield	0.19%
Total Shareholder Return	1.51%

Growth Stability (4)

Metric	Value
Revenue Stability	0.858
Earnings Stability	0.744
Earnings Persistence	0.865
Margin Stability	0.852

Medians (3)

Metric	Value
Median P/E	30.01
Median P/B	4.58
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.03%
Holdings Matched	74
Total Holdings	79

INDH