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BAFWX - Brown Advisory Sustainable Growth I

Name: Brown Advisory Sustainable Growth I (BAFWX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$40.51

+0.05 (+0.12%)

Weekly Expected Move ±2.4%

$37 $38 $39 $40 $41

ETF NASDAQ · AUM $5.2B

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

Portfolio Health Summary

IS Overall Score

66.3

★★★★★

Altman Z-Score

16.80

Safe

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 66.3

Profitability

69.3

Balance Sheet

72.5

Earnings Quality

66.9

Growth

61.8

Value

38.8

Momentum

81.7

Safety

91.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

16.80

Safe Zone (>2.99)

Piotroski F-Score

6.8 / 9

Moderate

Beneish M-Score

-2.35

Unlikely Manipulator

Credit Score

—

Earnings Quality

66.9 / 100

Portfolio Valuation

P/E

386.09x

P/B

124.88x

P/S

137.51x

EV/EBITDA

17.24x

EV/Revenue

10.15x

P/FCF

633.94x

P/OCF

290.64x

PEG

7.86x

Earnings Yield

0.26%

FCF Yield

0.16%

OCF Yield

0.34%

Median P/E

33.89x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +20.1%

Net Income +19.5%

EPS +27.3%

FCF +24.6%

EBITDA +25.3%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +20.5%

Rev CAGR 5Y +22.9%

EPS CAGR 3Y +49.1%

EPS CAGR 5Y +32.1%

FCF CAGR 3Y +44.8%

FCF CAGR 5Y +21.4%

EBITDA CAGR 3Y +38.2%

EBITDA CAGR 5Y +25.9%

Payout Ratio

23.13%

Buyback Yield

1.59%

Dividend Yield

0.74%

Total Shareholder Return

2.02%

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

$40.51

Median 1Y

$42.95

5th Pctile

$27.99

95th Pctile

$65.84

Ann. Volatility

25.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	386.09
Portfolio P/B	124.88
Portfolio P/S	137.51
EV/EBITDA	17.24
EV/Revenue	10.15
P/FCF	633.94
P/OCF	290.64
PEG	7.86
Earnings Yield	0.26%
FCF Yield	0.16%
OCF Yield	0.34%
Median P/E	33.89

Profitability & Returns (9)

Metric	Value
Gross Margin	59.82%
Operating Margin	40.15%
Net Margin	35.61%
FCF Margin	21.69%
ROE	36.40%
ROA	20.74%
ROIC	40.05%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.25
Debt/Assets	0.15
Net Debt/EBITDA	-0.46
Interest Coverage	100.08
Current Ratio	2.19
Quick Ratio	2.02

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	20.14%
Net Income Growth	19.54%
EPS Growth	27.28%
FCF Growth	24.57%
EBITDA Growth	25.30%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	20.47%
Revenue CAGR 5Y	22.88%
Revenue CAGR 10Y	—
EPS CAGR 3Y	49.10%
EPS CAGR 5Y	32.15%
EPS CAGR 10Y	—
FCF CAGR 3Y	44.75%
FCF CAGR 5Y	21.37%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	38.19%
EBITDA CAGR 5Y	25.94%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	38.25%
Net Income CAGR 5Y	28.18%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	66.3
IS Profitability	69.3
IS Balance Sheet	72.5
IS Earnings Quality	66.9
IS Growth	61.8
IS Value	38.8
IS Momentum	81.7
IS Safety	91.3
IS Quality	79.2
Altman Z-Score	16.80
Piotroski F-Score	6.77
Beneish M-Score	-2.35
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.74%
Payout Ratio	23.13%
Buyback Yield	1.59%
Total Shareholder Return	2.02%

Growth Stability (4)

Metric	Value
Revenue Stability	0.890
Earnings Stability	0.621
Earnings Persistence	0.816
Margin Stability	0.931

Medians (3)

Metric	Value
Median P/E	33.89
Median P/B	8.34
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.35%
Holdings Matched	35
Total Holdings	35