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DODBX - Dodge & Cox Balanced Fund

Name: Dodge & Cox Balanced Fund (DODBX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$13.35

+0.05 (+0.38%)

Weekly Expected Move ±1.5%

$13 $13 $13 $13 $13

ETF NASDAQ · AUM $15.3B

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

Portfolio Health Summary

IS Overall Score

50.3

★★★★★

Altman Z-Score

3.10

Safe

Weight Coverage

61%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 50.3

Profitability

50.1

Balance Sheet

51.9

Earnings Quality

69.1

Growth

49.0

Value

56.2

Momentum

67.8

Safety

59.5

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

3.10

Safe Zone (>2.99)

Piotroski F-Score

6.6 / 9

Moderate

Beneish M-Score

-2.27

Unlikely Manipulator

Credit Score

—

Earnings Quality

69.1 / 100

Portfolio Valuation

P/E

102.55x

P/B

21.78x

P/S

24.53x

EV/EBITDA

15.03x

EV/Revenue

5.61x

P/FCF

145.18x

P/OCF

74.28x

PEG

6.31x

Earnings Yield

0.98%

FCF Yield

0.69%

OCF Yield

1.35%

Median P/E

17.31x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +8.2%

Net Income +12.9%

EPS +23.2%

FCF +29.5%

EBITDA +7.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +8.0%

Rev CAGR 5Y +9.8%

EPS CAGR 3Y +16.2%

EPS CAGR 5Y +22.2%

FCF CAGR 3Y +11.2%

FCF CAGR 5Y +6.4%

EBITDA CAGR 3Y +6.7%

EBITDA CAGR 5Y +12.0%

Payout Ratio

43.97%

Buyback Yield

3.18%

Dividend Yield

2.00%

Total Shareholder Return

4.82%

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

$13.35

Median 1Y

$14.33

5th Pctile

$11.23

95th Pctile

$18.30

Ann. Volatility

14.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	102.55
Portfolio P/B	21.78
Portfolio P/S	24.53
EV/EBITDA	15.03
EV/Revenue	5.61
P/FCF	145.18
P/OCF	74.28
PEG	6.31
Earnings Yield	0.98%
FCF Yield	0.69%
OCF Yield	1.35%
Median P/E	17.31

Profitability & Returns (9)

Metric	Value
Gross Margin	51.46%
Operating Margin	27.48%
Net Margin	23.82%
FCF Margin	16.12%
ROE	22.96%
ROA	6.27%
ROIC	23.98%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.55
Debt/Assets	0.16
Net Debt/EBITDA	-0.50
Interest Coverage	3.03
Current Ratio	0.59
Quick Ratio	0.56

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	8.25%
Net Income Growth	12.91%
EPS Growth	23.23%
FCF Growth	29.55%
EBITDA Growth	7.73%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	7.96%
Revenue CAGR 5Y	9.81%
Revenue CAGR 10Y	—
EPS CAGR 3Y	16.25%
EPS CAGR 5Y	22.23%
EPS CAGR 10Y	—
FCF CAGR 3Y	11.23%
FCF CAGR 5Y	6.40%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	6.66%
EBITDA CAGR 5Y	12.02%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	10.66%
Net Income CAGR 5Y	17.98%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	50.3
IS Profitability	50.1
IS Balance Sheet	51.9
IS Earnings Quality	69.1
IS Growth	49.0
IS Value	56.2
IS Momentum	67.8
IS Safety	59.5
IS Quality	66.8
Altman Z-Score	3.10
Piotroski F-Score	6.56
Beneish M-Score	-2.27
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.00%
Payout Ratio	43.97%
Buyback Yield	3.18%
Total Shareholder Return	4.82%

Growth Stability (4)

Metric	Value
Revenue Stability	0.688
Earnings Stability	0.444
Earnings Persistence	0.766
Margin Stability	0.878

Medians (3)

Metric	Value
Median P/E	17.31
Median P/B	2.29
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	61.23%
Holdings Matched	91
Total Holdings	95