$40.95

+0.16 (+0.39%)

Weekly Expected Move ±1.9%

$39 $40 $41 $42 $42

ETF NASDAQ · AUM $512.2M

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

Portfolio Health Summary

IS Overall Score

45.2

★★★★★

Altman Z-Score

3.75

Safe

Weight Coverage

97%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 45.2

Profitability

56.0

Balance Sheet

57.8

Earnings Quality

69.2

Growth

54.3

Value

56.0

Momentum

59.5

Safety

65.6

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

3.75

Safe Zone (>2.99)

Piotroski F-Score

5.4 / 9

Moderate

Beneish M-Score

0.49

Possible Manipulator

Credit Score

—

Earnings Quality

69.2 / 100

Portfolio Valuation

P/E

18.69x

P/B

2.47x

P/S

2.21x

EV/EBITDA

11.08x

EV/Revenue

2.44x

P/FCF

25.50x

P/OCF

14.73x

PEG

0.35x

Earnings Yield

5.35%

FCF Yield

3.92%

OCF Yield

6.79%

Median P/E

26.46x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +18.6%

Net Income +19.0%

EPS +22.7%

FCF +15.8%

EBITDA +17.8%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +37.1%

Rev CAGR 5Y +27.6%

EPS CAGR 3Y +53.1%

EPS CAGR 5Y +24.7%

FCF CAGR 3Y +46.5%

FCF CAGR 5Y +38.9%

EBITDA CAGR 3Y +41.1%

EBITDA CAGR 5Y +29.2%

Payout Ratio

36.17%

Buyback Yield

0.14%

Dividend Yield

1.61%

Total Shareholder Return

19.57%

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

$40.95

Median 1Y

$42.16

5th Pctile

$29.67

95th Pctile

$59.97

Ann. Volatility

20.6%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	18.69
Portfolio P/B	2.47
Portfolio P/S	2.21
EV/EBITDA	11.08
EV/Revenue	2.44
P/FCF	25.50
P/OCF	14.73
PEG	0.35
Earnings Yield	5.35%
FCF Yield	3.92%
OCF Yield	6.79%
Median P/E	26.46

Profitability & Returns (9)

Metric	Value
Gross Margin	41.33%
Operating Margin	17.94%
Net Margin	11.80%
FCF Margin	4.45%
ROE	14.03%
ROA	2.31%
ROIC	11.24%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.82
Debt/Assets	0.14
Net Debt/EBITDA	1.50
Interest Coverage	1.07
Current Ratio	1.33
Quick Ratio	1.17

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	18.61%
Net Income Growth	19.02%
EPS Growth	22.74%
FCF Growth	15.82%
EBITDA Growth	17.84%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	37.08%
Revenue CAGR 5Y	27.57%
Revenue CAGR 10Y	—
EPS CAGR 3Y	53.10%
EPS CAGR 5Y	24.74%
EPS CAGR 10Y	—
FCF CAGR 3Y	46.45%
FCF CAGR 5Y	38.89%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	41.08%
EBITDA CAGR 5Y	29.19%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	44.55%
Net Income CAGR 5Y	25.53%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	45.2
IS Profitability	56.0
IS Balance Sheet	57.8
IS Earnings Quality	69.2
IS Growth	54.3
IS Value	56.0
IS Momentum	59.5
IS Safety	65.6
IS Quality	58.3
Altman Z-Score	3.75
Piotroski F-Score	5.37
Beneish M-Score	0.49
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.61%
Payout Ratio	36.17%
Buyback Yield	0.14%
Total Shareholder Return	19.57%

Growth Stability (4)

Metric	Value
Revenue Stability	0.884
Earnings Stability	0.785
Earnings Persistence	0.893
Margin Stability	0.863

Medians (3)

Metric	Value
Median P/E	26.46
Median P/B	3.98
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	97.35%
Holdings Matched	49
Total Holdings	50

INDY