BPTRX
Baron Partners Fund
1W: -0.7%
1M: -2.3%
3M: -5.7%
YTD: +6.1%
1Y: +22.0%
3Y: +87.1%
5Y: +53.1%
$271.84
+6.72 (+2.53%)
Weekly Expected Move ±2.8%
$250
$258
$265
$272
$280
Portfolio Health Summary
IS Overall Score
57.9
★★★★★
Altman Z-Score
4.59
Safe
Weight Coverage
76%
of portfolio analyzed
Holdings Matched
23
with fundamental data
InsiderStreet Scorecard
★★★★★
57.9
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
4.59
Safe Zone (>2.99)
Piotroski F-Score
5.5 / 9
Moderate
Beneish M-Score
-2.66
Unlikely Manipulator
Credit Score
—
Earnings Quality
69.8 / 100
Portfolio Valuation
P/E
173.28x
P/B
12.96x
P/S
11.32x
EV/EBITDA
88.73x
EV/Revenue
12.67x
P/FCF
156.23x
P/OCF
62.82x
PEG
-25.48x
Earnings Yield
0.58%
FCF Yield
0.64%
OCF Yield
1.59%
Median P/E
21.32x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+11.9%
Net Income
-7.5%
EPS
-3.0%
FCF
+23.4%
EBITDA
+13.2%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+8.8%
Rev CAGR 5Y
+17.8%
EPS CAGR 3Y
-6.8%
EPS CAGR 5Y
+12.9%
FCF CAGR 3Y
+13.7%
FCF CAGR 5Y
+14.5%
EBITDA CAGR 3Y
+1.8%
EBITDA CAGR 5Y
+16.4%
Payout Ratio
21.46%
Buyback Yield
6.82%
Dividend Yield
0.88%
Total Shareholder Return
7.76%
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
$265.12
Median 1Y
$306.68
5th Pctile
$164.57
95th Pctile
$574.50
Ann. Volatility
37.2%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 173.28 |
| Portfolio P/B | 12.96 |
| Portfolio P/S | 11.32 |
| EV/EBITDA | 88.73 |
| EV/Revenue | 12.67 |
| P/FCF | 156.23 |
| P/OCF | 62.82 |
| PEG | -25.48 |
| Earnings Yield | 0.58% |
| FCF Yield | 0.64% |
| OCF Yield | 1.59% |
| Median P/E | 21.32 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 23.09% |
| Operating Margin | 8.26% |
| Net Margin | 6.52% |
| FCF Margin | 5.95% |
| ROE | 7.83% |
| ROA | 3.00% |
| ROIC | 10.32% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.28 |
| Debt/Assets | 0.10 |
| Net Debt/EBITDA | -1.75 |
| Interest Coverage | 9.38 |
| Current Ratio | 2.25 |
| Quick Ratio | 2.00 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 11.92% |
| Net Income Growth | -7.47% |
| EPS Growth | -3.03% |
| FCF Growth | 23.41% |
| EBITDA Growth | 13.16% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 8.77% |
| Revenue CAGR 5Y | 17.77% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | -6.80% |
| EPS CAGR 5Y | 12.87% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 13.67% |
| FCF CAGR 5Y | 14.49% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 1.75% |
| EBITDA CAGR 5Y | 16.36% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | -8.76% |
| Net Income CAGR 5Y | 11.62% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 57.9 |
| IS Profitability | 50.6 |
| IS Balance Sheet | 66.8 |
| IS Earnings Quality | 69.8 |
| IS Growth | 45.8 |
| IS Value | 52.0 |
| IS Momentum | 67.9 |
| IS Safety | 83.5 |
| IS Quality | 68.0 |
| Altman Z-Score | 4.59 |
| Piotroski F-Score | 5.48 |
| Beneish M-Score | -2.66 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 0.88% |
| Payout Ratio | 21.46% |
| Buyback Yield | 6.82% |
| Total Shareholder Return | 7.76% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.853 |
| Earnings Stability | 0.401 |
| Earnings Persistence | 0.841 |
| Margin Stability | 0.901 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 21.32 |
| Median P/B | 4.54 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 75.61% |
| Holdings Matched | 23 |
| Total Holdings | 23 |