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ASCGX - Lisanti Small Cap Growth Fund

Name: Lisanti Small Cap Growth Fund (ASCGX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$22.45

+0.14 (+0.63%)

Weekly Expected Move ±4.6%

$20 $21 $22 $23 $24

ETF NASDAQ · AUM $14.8M

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

Portfolio Health Summary

IS Overall Score

54.0

★★★★★

Altman Z-Score

10.49

Safe

Weight Coverage

96%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 54.0

Profitability

38.7

Balance Sheet

63.7

Earnings Quality

57.8

Growth

64.5

Value

39.4

Momentum

74.2

Safety

85.5

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

10.49

Safe Zone (>2.99)

Piotroski F-Score

5.9 / 9

Moderate

Beneish M-Score

-1.30

Possible Manipulator

Credit Score

—

Earnings Quality

57.8 / 100

Portfolio Valuation

P/E

63.20x

P/B

6.63x

P/S

4.29x

EV/EBITDA

27.87x

EV/Revenue

4.56x

P/FCF

56.76x

P/OCF

40.08x

PEG

2.81x

Earnings Yield

1.58%

FCF Yield

1.76%

OCF Yield

2.50%

Median P/E

12.00x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +35.2%

Net Income +49.5%

EPS +50.9%

FCF +55.2%

EBITDA +47.8%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +21.8%

Rev CAGR 5Y +18.6%

EPS CAGR 3Y +22.5%

EPS CAGR 5Y +11.6%

FCF CAGR 3Y +40.3%

FCF CAGR 5Y +9.3%

EBITDA CAGR 3Y +28.4%

EBITDA CAGR 5Y +19.1%

Payout Ratio

4.31%

Buyback Yield

1.09%

Dividend Yield

0.10%

Total Shareholder Return

-0.78%

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

$22.45

Median 1Y

$23.24

5th Pctile

$14.34

95th Pctile

$37.73

Ann. Volatility

27.8%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	63.20
Portfolio P/B	6.63
Portfolio P/S	4.29
EV/EBITDA	27.87
EV/Revenue	4.56
P/FCF	56.76
P/OCF	40.08
PEG	2.81
Earnings Yield	1.58%
FCF Yield	1.76%
OCF Yield	2.50%
Median P/E	12.00

Profitability & Returns (9)

Metric	Value
Gross Margin	31.75%
Operating Margin	6.76%
Net Margin	4.51%
FCF Margin	3.61%
ROE	7.87%
ROA	3.39%
ROIC	8.09%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.56
Debt/Assets	0.25
Net Debt/EBITDA	0.57
Interest Coverage	3.85
Current Ratio	2.68
Quick Ratio	2.04

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	35.25%
Net Income Growth	49.50%
EPS Growth	50.93%
FCF Growth	55.17%
EBITDA Growth	47.81%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	21.79%
Revenue CAGR 5Y	18.63%
Revenue CAGR 10Y	—
EPS CAGR 3Y	22.49%
EPS CAGR 5Y	11.62%
EPS CAGR 10Y	—
FCF CAGR 3Y	40.30%
FCF CAGR 5Y	9.32%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	28.45%
EBITDA CAGR 5Y	19.09%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	24.05%
Net Income CAGR 5Y	12.85%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	54.0
IS Profitability	38.7
IS Balance Sheet	63.7
IS Earnings Quality	57.8
IS Growth	64.5
IS Value	39.4
IS Momentum	74.2
IS Safety	85.5
IS Quality	58.8
Altman Z-Score	10.49
Piotroski F-Score	5.94
Beneish M-Score	-1.30
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.10%
Payout Ratio	4.31%
Buyback Yield	1.09%
Total Shareholder Return	-0.78%

Growth Stability (4)

Metric	Value
Revenue Stability	0.737
Earnings Stability	0.427
Earnings Persistence	0.606
Margin Stability	0.799

Medians (3)

Metric	Value
Median P/E	12.00
Median P/B	5.69
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	95.75%
Holdings Matched	87
Total Holdings	87