RECI
Columbia Research Enhanced Core Premium Income ET
1W: -0.7%
1M: -0.6%
YTD: +1.3%
$20.38
-0.02 (-0.10%)
Weekly Expected Move ±0.8%
$20
$20
$20
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
67.7
★★★★★
Altman Z-Score
14.97
Safe
Weight Coverage
75%
of portfolio analyzed
Holdings Matched
347
with fundamental data
InsiderStreet Scorecard
★★★★★
67.7
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
14.97
Safe Zone (>2.99)
Piotroski F-Score
7.1 / 9
Strong
Beneish M-Score
3.34
Possible Manipulator
Credit Score
—
Earnings Quality
67.5 / 100
Portfolio Valuation
P/E
38.18x
P/B
21.88x
P/S
11.41x
EV/EBITDA
29.23x
EV/Revenue
11.68x
P/FCF
40.78x
P/OCF
33.39x
PEG
0.83x
Earnings Yield
2.62%
FCF Yield
2.45%
OCF Yield
2.99%
Median P/E
17.60x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+26.9%
Net Income
+34.6%
EPS
+36.6%
FCF
+47.9%
EBITDA
+32.0%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+29.3%
Rev CAGR 5Y
+20.7%
EPS CAGR 3Y
+46.0%
EPS CAGR 5Y
+29.4%
FCF CAGR 3Y
+47.6%
FCF CAGR 5Y
+26.2%
EBITDA CAGR 3Y
+55.5%
EBITDA CAGR 5Y
+26.2%
Payout Ratio
28.32%
Buyback Yield
5.73%
Dividend Yield
1.38%
Total Shareholder Return
7.07%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 38.18 |
| Portfolio P/B | 21.88 |
| Portfolio P/S | 11.41 |
| EV/EBITDA | 29.23 |
| EV/Revenue | 11.68 |
| P/FCF | 40.78 |
| P/OCF | 33.39 |
| PEG | 0.83 |
| Earnings Yield | 2.62% |
| FCF Yield | 2.45% |
| OCF Yield | 2.99% |
| Median P/E | 17.60 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 56.52% |
| Operating Margin | 35.96% |
| Net Margin | 29.82% |
| FCF Margin | 27.71% |
| ROE | 67.81% |
| ROA | 17.62% |
| ROIC | 48.57% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.74 |
| Debt/Assets | 0.21 |
| Net Debt/EBITDA | 0.23 |
| Interest Coverage | 16.20 |
| Current Ratio | 1.03 |
| Quick Ratio | 0.94 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 26.87% |
| Net Income Growth | 34.65% |
| EPS Growth | 36.62% |
| FCF Growth | 47.87% |
| EBITDA Growth | 32.03% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 29.30% |
| Revenue CAGR 5Y | 20.74% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 45.99% |
| EPS CAGR 5Y | 29.37% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 47.58% |
| FCF CAGR 5Y | 26.15% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 55.51% |
| EBITDA CAGR 5Y | 26.15% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 45.90% |
| Net Income CAGR 5Y | 28.15% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 67.7 |
| IS Profitability | 72.7 |
| IS Balance Sheet | 66.8 |
| IS Earnings Quality | 67.5 |
| IS Growth | 65.8 |
| IS Value | 50.6 |
| IS Momentum | 79.8 |
| IS Safety | 84.7 |
| IS Quality | 76.5 |
| Altman Z-Score | 14.97 |
| Piotroski F-Score | 7.07 |
| Beneish M-Score | 3.34 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.38% |
| Payout Ratio | 28.32% |
| Buyback Yield | 5.73% |
| Total Shareholder Return | 7.07% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.789 |
| Earnings Stability | 0.542 |
| Earnings Persistence | 0.757 |
| Margin Stability | 0.864 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 17.60 |
| Median P/B | 3.11 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 74.80% |
| Holdings Matched | 347 |
| Total Holdings | 352 |