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AIVSX - American Funds Invmt Co of Amer A

Name: American Funds Invmt Co of Amer A (AIVSX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$59.84

-0.05 (-0.08%)

Weekly Expected Move ±2.2%

$55 $57 $58 $59 $60

ETF NASDAQ · AUM $177.3B

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

Portfolio Health Summary

IS Overall Score

63.3

★★★★★

Altman Z-Score

11.83

Safe

Weight Coverage

95%

of portfolio analyzed

Holdings Matched

201

with fundamental data

InsiderStreet Scorecard

★★★★★ 63.3

Profitability

71.6

Balance Sheet

64.2

Earnings Quality

70.9

Growth

62.0

Value

44.8

Momentum

80.4

Safety

82.1

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

11.83

Safe Zone (>2.99)

Piotroski F-Score

6.8 / 9

Moderate

Beneish M-Score

-2.14

Unlikely Manipulator

Credit Score

—

Earnings Quality

70.9 / 100

Portfolio Valuation

P/E

124.01x

P/B

37.98x

P/S

37.56x

EV/EBITDA

17.40x

EV/Revenue

8.47x

P/FCF

207.25x

P/OCF

104.15x

PEG

3.56x

Earnings Yield

0.81%

FCF Yield

0.48%

OCF Yield

0.96%

Median P/E

25.59x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +19.1%

Net Income +38.3%

EPS +43.7%

FCF +27.7%

EBITDA +30.3%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +17.0%

Rev CAGR 5Y +18.4%

EPS CAGR 3Y +34.9%

EPS CAGR 5Y +24.0%

FCF CAGR 3Y +30.3%

FCF CAGR 5Y +17.2%

EBITDA CAGR 3Y +28.9%

EBITDA CAGR 5Y +22.5%

Payout Ratio

36.59%

Buyback Yield

4.17%

Dividend Yield

1.35%

Total Shareholder Return

25.15%

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

$59.84

Median 1Y

$67.37

5th Pctile

$50.14

95th Pctile

$90.32

Ann. Volatility

18.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	124.01
Portfolio P/B	37.98
Portfolio P/S	37.56
EV/EBITDA	17.40
EV/Revenue	8.47
P/FCF	207.25
P/OCF	104.15
PEG	3.56
Earnings Yield	0.81%
FCF Yield	0.48%
OCF Yield	0.96%
Median P/E	25.59

Profitability & Returns (9)

Metric	Value
Gross Margin	58.19%
Operating Margin	31.70%
Net Margin	30.27%
FCF Margin	16.86%
ROE	33.45%
ROA	13.06%
ROIC	22.86%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.64
Debt/Assets	0.26
Net Debt/EBITDA	0.33
Interest Coverage	14.68
Current Ratio	1.39
Quick Ratio	1.29

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	19.06%
Net Income Growth	38.30%
EPS Growth	43.72%
FCF Growth	27.67%
EBITDA Growth	30.26%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	17.01%
Revenue CAGR 5Y	18.42%
Revenue CAGR 10Y	—
EPS CAGR 3Y	34.87%
EPS CAGR 5Y	24.00%
EPS CAGR 10Y	—
FCF CAGR 3Y	30.33%
FCF CAGR 5Y	17.17%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	28.91%
EBITDA CAGR 5Y	22.53%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	28.21%
Net Income CAGR 5Y	25.10%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	63.3
IS Profitability	71.6
IS Balance Sheet	64.2
IS Earnings Quality	70.9
IS Growth	62.0
IS Value	44.8
IS Momentum	80.4
IS Safety	82.1
IS Quality	76.9
Altman Z-Score	11.83
Piotroski F-Score	6.83
Beneish M-Score	-2.14
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.35%
Payout Ratio	36.59%
Buyback Yield	4.17%
Total Shareholder Return	25.15%

Growth Stability (4)

Metric	Value
Revenue Stability	0.849
Earnings Stability	0.580
Earnings Persistence	0.746
Margin Stability	0.883

Medians (3)

Metric	Value
Median P/E	25.59
Median P/B	3.69
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	95.04%
Holdings Matched	201
Total Holdings	205