£9,069.00 ($120.05)

+124.00 (+1.39%)

Weekly Expected Move ±2.4%

£8630 £8849 £9069 £9289 £9508

ETF LSE · AUM £3.1B

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

Portfolio Health Summary

IS Overall Score

64.3

★★★★★

Altman Z-Score

10.48

Safe

Weight Coverage

100%

of portfolio analyzed

Holdings Matched

347

with fundamental data

InsiderStreet Scorecard

★★★★★ 64.3

Profitability

65.6

Balance Sheet

67.6

Earnings Quality

68.2

Growth

63.6

Value

50.7

Momentum

79.9

Safety

84.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

10.48

Safe Zone (>2.99)

Piotroski F-Score

6.8 / 9

Moderate

Beneish M-Score

7.09

Possible Manipulator

Credit Score

—

Earnings Quality

68.2 / 100

Portfolio Valuation

P/E

23.18x

P/B

3.35x

P/S

3.49x

EV/EBITDA

14.65x

EV/Revenue

3.47x

P/FCF

24.24x

P/OCF

18.19x

PEG

1.36x

Earnings Yield

4.31%

FCF Yield

4.13%

OCF Yield

5.50%

Median P/E

21.15x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +33.5%

Net Income +62.6%

EPS +61.3%

FCF +60.6%

EBITDA +57.6%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +20.5%

Rev CAGR 5Y +14.8%

EPS CAGR 3Y +17.0%

EPS CAGR 5Y +20.9%

FCF CAGR 3Y +22.0%

FCF CAGR 5Y +17.3%

EBITDA CAGR 3Y +41.8%

EBITDA CAGR 5Y +18.7%

Payout Ratio

35.72%

Buyback Yield

1.51%

Dividend Yield

1.57%

Total Shareholder Return

2.47%

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

$9069.00

Median 1Y

$10129.58

5th Pctile

$7171.62

95th Pctile

$14282.71

Ann. Volatility

21.5%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	23.18
Portfolio P/B	3.35
Portfolio P/S	3.49
EV/EBITDA	14.65
EV/Revenue	3.47
P/FCF	24.24
P/OCF	18.19
PEG	1.36
Earnings Yield	4.31%
FCF Yield	4.13%
OCF Yield	5.50%
Median P/E	21.15

Profitability & Returns (9)

Metric	Value
Gross Margin	45.12%
Operating Margin	18.83%
Net Margin	14.97%
FCF Margin	11.38%
ROE	15.35%
ROA	1.21%
ROIC	23.11%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	2.22
Debt/Assets	0.18
Net Debt/EBITDA	-4.85
Interest Coverage	1.28
Current Ratio	2.34
Quick Ratio	2.29

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	33.53%
Net Income Growth	62.57%
EPS Growth	61.27%
FCF Growth	60.64%
EBITDA Growth	57.55%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	20.46%
Revenue CAGR 5Y	14.85%
Revenue CAGR 10Y	—
EPS CAGR 3Y	17.01%
EPS CAGR 5Y	20.95%
EPS CAGR 10Y	—
FCF CAGR 3Y	22.02%
FCF CAGR 5Y	17.26%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	41.78%
EBITDA CAGR 5Y	18.66%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	20.36%
Net Income CAGR 5Y	22.13%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	64.3
IS Profitability	65.6
IS Balance Sheet	67.6
IS Earnings Quality	68.2
IS Growth	63.6
IS Value	50.7
IS Momentum	79.9
IS Safety	84.3
IS Quality	73.9
Altman Z-Score	10.48
Piotroski F-Score	6.77
Beneish M-Score	7.09
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.57%
Payout Ratio	35.72%
Buyback Yield	1.51%
Total Shareholder Return	2.47%

Growth Stability (4)

Metric	Value
Revenue Stability	0.667
Earnings Stability	0.444
Earnings Persistence	0.719
Margin Stability	0.801

Medians (3)

Metric	Value
Median P/E	21.15
Median P/B	2.77
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.59%
Holdings Matched	347
Total Holdings	—

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