$67.93

+0.12 (+0.18%)

After Hours: $68.00 (+0.07, +0.10%)

Weekly Expected Move ±4.2%

$62 $64 $67 $70 $73

ETF AMEX · AUM $881.5M

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

Portfolio Health Summary

IS Overall Score

59.3

★★★★★

Altman Z-Score

5.03

Safe

Weight Coverage

54%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 59.3

Profitability

70.7

Balance Sheet

57.8

Earnings Quality

69.0

Growth

60.2

Value

51.2

Momentum

72.6

Safety

87.7

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

5.03

Safe Zone (>2.99)

Piotroski F-Score

6.7 / 9

Moderate

Beneish M-Score

-2.47

Unlikely Manipulator

Credit Score

—

Earnings Quality

69.0 / 100

Portfolio Valuation

P/E

24.37x

P/B

8.07x

P/S

5.73x

EV/EBITDA

18.28x

EV/Revenue

6.47x

P/FCF

35.81x

P/OCF

21.58x

PEG

0.93x

Earnings Yield

4.10%

FCF Yield

2.79%

OCF Yield

4.63%

Median P/E

23.50x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +9.5%

Net Income +26.7%

EPS +31.7%

FCF +13.6%

EBITDA +29.9%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +9.8%

Rev CAGR 5Y +10.8%

EPS CAGR 3Y +26.1%

EPS CAGR 5Y +16.1%

FCF CAGR 3Y +10.0%

FCF CAGR 5Y +7.5%

EBITDA CAGR 3Y +20.6%

EBITDA CAGR 5Y +13.1%

Payout Ratio

38.87%

Buyback Yield

2.85%

Dividend Yield

1.48%

Total Shareholder Return

4.33%

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

$67.92

Median 1Y

$67.37

5th Pctile

$23.88

95th Pctile

$190.85

Ann. Volatility

57.0%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	24.37
Portfolio P/B	8.07
Portfolio P/S	5.73
EV/EBITDA	18.28
EV/Revenue	6.47
P/FCF	35.81
P/OCF	21.58
PEG	0.93
Earnings Yield	4.10%
FCF Yield	2.79%
OCF Yield	4.63%
Median P/E	23.50

Profitability & Returns (9)

Metric	Value
Gross Margin	50.37%
Operating Margin	24.60%
Net Margin	23.50%
FCF Margin	13.51%
ROE	37.32%
ROA	7.28%
ROIC	26.91%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	1.34
Debt/Assets	0.27
Net Debt/EBITDA	-0.60
Interest Coverage	4.50
Current Ratio	0.91
Quick Ratio	0.88

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	9.47%
Net Income Growth	26.72%
EPS Growth	31.67%
FCF Growth	13.63%
EBITDA Growth	29.94%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	9.80%
Revenue CAGR 5Y	10.76%
Revenue CAGR 10Y	—
EPS CAGR 3Y	26.07%
EPS CAGR 5Y	16.14%
EPS CAGR 10Y	—
FCF CAGR 3Y	9.98%
FCF CAGR 5Y	7.50%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	20.61%
EBITDA CAGR 5Y	13.07%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	23.04%
Net Income CAGR 5Y	13.72%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	59.3
IS Profitability	70.7
IS Balance Sheet	57.8
IS Earnings Quality	69.0
IS Growth	60.2
IS Value	51.2
IS Momentum	72.6
IS Safety	87.7
IS Quality	66.4
Altman Z-Score	5.03
Piotroski F-Score	6.65
Beneish M-Score	-2.47
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.48%
Payout Ratio	38.87%
Buyback Yield	2.85%
Total Shareholder Return	4.33%

Growth Stability (4)

Metric	Value
Revenue Stability	0.852
Earnings Stability	0.523
Earnings Persistence	0.851
Margin Stability	0.889

Medians (3)

Metric	Value
Median P/E	23.50
Median P/B	7.48
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	53.95%
Holdings Matched	30
Total Holdings	31

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