BASMX
iShares Total US Stock Market Idx Inv A
1W: -1.0%
1M: -0.3%
3M: +0.9%
YTD: +11.6%
1Y: +14.0%
3Y: +81.3%
5Y: +72.1%
$35.00
+0.27 (+0.78%)
Weekly Expected Move ±1.4%
$34
$34
$35
$35
$36
Portfolio Health Summary
IS Overall Score
62.7
★★★★★
Altman Z-Score
6.77
Safe
Weight Coverage
47%
of portfolio analyzed
Holdings Matched
1,939
with fundamental data
InsiderStreet Scorecard
★★★★★
62.7
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
6.77
Safe Zone (>2.99)
Piotroski F-Score
6.8 / 9
Moderate
Beneish M-Score
7.06
Possible Manipulator
Credit Score
—
Earnings Quality
69.5 / 100
Portfolio Valuation
P/E
2831.52x
P/B
1407.86x
P/S
593.06x
EV/EBITDA
26.70x
EV/Revenue
7.92x
P/FCF
2566.84x
P/OCF
2280.19x
PEG
251.02x
Earnings Yield
0.04%
FCF Yield
0.04%
OCF Yield
0.04%
Median P/E
14.73x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+15.5%
Net Income
+25.0%
EPS
+16.0%
FCF
+43.2%
EBITDA
+21.9%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+13.6%
Rev CAGR 5Y
+12.6%
EPS CAGR 3Y
+11.3%
EPS CAGR 5Y
+9.5%
FCF CAGR 3Y
+21.1%
FCF CAGR 5Y
+12.4%
EBITDA CAGR 3Y
+18.5%
EBITDA CAGR 5Y
+12.4%
Payout Ratio
42.22%
Buyback Yield
4.61%
Dividend Yield
1.38%
Total Shareholder Return
6.22%
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
$34.73
Median 1Y
$39.22
5th Pctile
$27.90
95th Pctile
$55.18
Ann. Volatility
20.3%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 2831.52 |
| Portfolio P/B | 1407.86 |
| Portfolio P/S | 593.06 |
| EV/EBITDA | 26.70 |
| EV/Revenue | 7.92 |
| P/FCF | 2566.84 |
| P/OCF | 2280.19 |
| PEG | 251.02 |
| Earnings Yield | 0.04% |
| FCF Yield | 0.04% |
| OCF Yield | 0.04% |
| Median P/E | 14.73 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 46.45% |
| Operating Margin | 26.15% |
| Net Margin | 20.75% |
| FCF Margin | 22.86% |
| ROE | 53.36% |
| ROA | 9.52% |
| ROIC | 48.52% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 1.32 |
| Debt/Assets | 0.24 |
| Net Debt/EBITDA | -0.86 |
| Interest Coverage | 8.55 |
| Current Ratio | 0.90 |
| Quick Ratio | 0.86 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 15.46% |
| Net Income Growth | 24.97% |
| EPS Growth | 15.97% |
| FCF Growth | 43.25% |
| EBITDA Growth | 21.86% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 13.60% |
| Revenue CAGR 5Y | 12.60% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 11.28% |
| EPS CAGR 5Y | 9.48% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 21.13% |
| FCF CAGR 5Y | 12.39% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 18.51% |
| EBITDA CAGR 5Y | 12.39% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 17.45% |
| Net Income CAGR 5Y | 12.74% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 62.7 |
| IS Profitability | 61.7 |
| IS Balance Sheet | 59.6 |
| IS Earnings Quality | 69.5 |
| IS Growth | 61.3 |
| IS Value | 47.3 |
| IS Momentum | 79.3 |
| IS Safety | 82.3 |
| IS Quality | 73.0 |
| Altman Z-Score | 6.77 |
| Piotroski F-Score | 6.85 |
| Beneish M-Score | 7.06 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.38% |
| Payout Ratio | 42.22% |
| Buyback Yield | 4.61% |
| Total Shareholder Return | 6.22% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.780 |
| Earnings Stability | 0.531 |
| Earnings Persistence | 0.790 |
| Margin Stability | 0.873 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 14.73 |
| Median P/B | 2.29 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 46.96% |
| Holdings Matched | 1939 |
| Total Holdings | 1980 |