WSMD
Wasatch Small/Mid Cap ETF
1W: +0.3%
1M: -1.9%
YTD: -2.8%
$24.11
+0.21 (+0.90%)
Weekly Expected Move ±1.7%
$23
$24
$24
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
61.2
★★★★★
Altman Z-Score
7.67
Safe
Weight Coverage
100%
of portfolio analyzed
Holdings Matched
90
with fundamental data
InsiderStreet Scorecard
★★★★★
61.2
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
7.67
Safe Zone (>2.99)
Piotroski F-Score
6.4 / 9
Moderate
Beneish M-Score
-0.40
Possible Manipulator
Credit Score
—
Earnings Quality
64.5 / 100
Portfolio Valuation
P/E
32.01x
P/B
4.52x
P/S
3.24x
EV/EBITDA
19.48x
EV/Revenue
3.67x
P/FCF
27.19x
P/OCF
20.57x
PEG
1.01x
Earnings Yield
3.12%
FCF Yield
3.68%
OCF Yield
4.86%
Median P/E
21.31x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+24.4%
Net Income
+48.9%
EPS
+49.4%
FCF
+42.4%
EBITDA
+40.3%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+11.1%
Rev CAGR 5Y
+15.1%
EPS CAGR 3Y
+31.7%
EPS CAGR 5Y
+13.6%
FCF CAGR 3Y
+32.2%
FCF CAGR 5Y
+16.1%
EBITDA CAGR 3Y
+11.1%
EBITDA CAGR 5Y
+16.9%
Payout Ratio
16.26%
Buyback Yield
1.83%
Dividend Yield
1.07%
Total Shareholder Return
2.07%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 32.01 |
| Portfolio P/B | 4.52 |
| Portfolio P/S | 3.24 |
| EV/EBITDA | 19.48 |
| EV/Revenue | 3.67 |
| P/FCF | 27.19 |
| P/OCF | 20.57 |
| PEG | 1.01 |
| Earnings Yield | 3.12% |
| FCF Yield | 3.68% |
| OCF Yield | 4.86% |
| Median P/E | 21.31 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 37.32% |
| Operating Margin | 14.12% |
| Net Margin | 9.02% |
| FCF Margin | 11.18% |
| ROE | 12.98% |
| ROA | 3.00% |
| ROIC | 10.97% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.83 |
| Debt/Assets | 0.19 |
| Net Debt/EBITDA | 1.35 |
| Interest Coverage | 3.24 |
| Current Ratio | 0.86 |
| Quick Ratio | 0.77 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 24.44% |
| Net Income Growth | 48.88% |
| EPS Growth | 49.43% |
| FCF Growth | 42.39% |
| EBITDA Growth | 40.33% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 11.08% |
| Revenue CAGR 5Y | 15.11% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 31.74% |
| EPS CAGR 5Y | 13.59% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 32.21% |
| FCF CAGR 5Y | 16.11% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 11.12% |
| EBITDA CAGR 5Y | 16.89% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 37.94% |
| Net Income CAGR 5Y | 13.06% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 61.2 |
| IS Profitability | 52.4 |
| IS Balance Sheet | 64.3 |
| IS Earnings Quality | 64.5 |
| IS Growth | 62.1 |
| IS Value | 48.6 |
| IS Momentum | 80.3 |
| IS Safety | 83.4 |
| IS Quality | 70.4 |
| Altman Z-Score | 7.67 |
| Piotroski F-Score | 6.40 |
| Beneish M-Score | -0.40 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.07% |
| Payout Ratio | 16.26% |
| Buyback Yield | 1.83% |
| Total Shareholder Return | 2.07% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.792 |
| Earnings Stability | 0.533 |
| Earnings Persistence | 0.735 |
| Margin Stability | 0.900 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 21.31 |
| Median P/B | 4.43 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 100.04% |
| Holdings Matched | 90 |
| Total Holdings | 90 |