$62.52

+1.15 (+1.88%)

Weekly Expected Move ±3.0%

$59 $61 $62 $64 $66

ETF AMEX · AUM $9.7M

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

Portfolio Health Summary

IS Overall Score

60.7

★★★★★

Altman Z-Score

9.73

Safe

Weight Coverage

90%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 60.7

Profitability

50.5

Balance Sheet

70.0

Earnings Quality

67.9

Growth

53.6

Value

47.3

Momentum

76.3

Safety

84.0

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

9.73

Safe Zone (>2.99)

Piotroski F-Score

6.2 / 9

Moderate

Beneish M-Score

-2.44

Unlikely Manipulator

Credit Score

—

Earnings Quality

67.9 / 100

Portfolio Valuation

P/E

9.70x

P/B

0.97x

P/S

0.67x

EV/EBITDA

11.39x

EV/Revenue

1.23x

P/FCF

12.35x

P/OCF

5.94x

PEG

0.68x

Earnings Yield

10.31%

FCF Yield

8.10%

OCF Yield

16.83%

Median P/E

21.50x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +11.8%

Net Income +33.7%

EPS +31.1%

FCF +40.9%

EBITDA +29.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +12.9%

Rev CAGR 5Y +15.6%

EPS CAGR 3Y +14.2%

EPS CAGR 5Y +15.7%

FCF CAGR 3Y +29.0%

FCF CAGR 5Y +17.8%

EBITDA CAGR 3Y +14.3%

EBITDA CAGR 5Y +15.6%

Payout Ratio

34.52%

Buyback Yield

2.45%

Dividend Yield

2.25%

Total Shareholder Return

3.30%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1728 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$62.49

Median 1Y

$69.96

5th Pctile

$43.09

95th Pctile

$113.80

Ann. Volatility

26.6%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	9.70
Portfolio P/B	0.97
Portfolio P/S	0.67
EV/EBITDA	11.39
EV/Revenue	1.23
P/FCF	12.35
P/OCF	5.94
PEG	0.68
Earnings Yield	10.31%
FCF Yield	8.10%
OCF Yield	16.83%
Median P/E	21.50

Profitability & Returns (9)

Metric	Value
Gross Margin	21.23%
Operating Margin	7.46%
Net Margin	6.57%
FCF Margin	3.47%
ROE	10.21%
ROA	5.46%
ROIC	8.60%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.27
Debt/Assets	0.14
Net Debt/EBITDA	-0.28
Interest Coverage	7.28
Current Ratio	1.42
Quick Ratio	0.98

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	11.81%
Net Income Growth	33.67%
EPS Growth	31.06%
FCF Growth	40.93%
EBITDA Growth	29.67%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	12.94%
Revenue CAGR 5Y	15.59%
Revenue CAGR 10Y	—
EPS CAGR 3Y	14.18%
EPS CAGR 5Y	15.74%
EPS CAGR 10Y	—
FCF CAGR 3Y	28.99%
FCF CAGR 5Y	17.75%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	14.28%
EBITDA CAGR 5Y	15.55%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	14.84%
Net Income CAGR 5Y	16.52%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	60.7
IS Profitability	50.5
IS Balance Sheet	70.0
IS Earnings Quality	67.9
IS Growth	53.6
IS Value	47.3
IS Momentum	76.3
IS Safety	84.0
IS Quality	72.3
Altman Z-Score	9.73
Piotroski F-Score	6.24
Beneish M-Score	-2.44
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.25%
Payout Ratio	34.52%
Buyback Yield	2.45%
Total Shareholder Return	3.30%

Growth Stability (4)

Metric	Value
Revenue Stability	0.650
Earnings Stability	0.505
Earnings Persistence	0.661
Margin Stability	0.890

Medians (3)

Metric	Value
Median P/E	21.50
Median P/B	2.47
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	90.23%
Holdings Matched	33
Total Holdings	35

MOTO