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FRESX - Fidelity Real Estate Investment Portfolio

Name: Fidelity Real Estate Investment Portfolio (FRESX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$39.78

+0.54 (+1.38%)

Weekly Expected Move ±1.9%

$37 $38 $38 $39 $40

ETF NASDAQ · AUM $3.3B

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

Portfolio Health Summary

IS Overall Score

54.8

★★★★★

Altman Z-Score

1.96

Grey Zone

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 54.8

Profitability

47.0

Balance Sheet

40.3

Earnings Quality

79.6

Growth

54.0

Value

47.7

Momentum

80.1

Safety

41.6

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

1.96

Grey Zone (1.81–2.99)

Piotroski F-Score

6.1 / 9

Moderate

Beneish M-Score

-3.28

Unlikely Manipulator

Credit Score

—

Earnings Quality

79.6 / 100

Portfolio Valuation

P/E

47.61x

P/B

3.54x

P/S

7.68x

EV/EBITDA

24.11x

EV/Revenue

9.81x

P/FCF

29.92x

P/OCF

23.32x

PEG

3.20x

Earnings Yield

2.10%

FCF Yield

3.34%

OCF Yield

4.29%

Median P/E

26.96x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +10.8%

Net Income +39.1%

EPS +36.4%

FCF +39.7%

EBITDA +11.8%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +8.8%

Rev CAGR 5Y +10.7%

EPS CAGR 3Y +14.9%

EPS CAGR 5Y +9.4%

FCF CAGR 3Y +14.5%

FCF CAGR 5Y +21.2%

EBITDA CAGR 3Y +7.8%

EBITDA CAGR 5Y +10.0%

Payout Ratio

146.03%

Buyback Yield

0.34%

Dividend Yield

3.31%

Total Shareholder Return

2.32%

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

$39.78

Median 1Y

$40.58

5th Pctile

$27.46

95th Pctile

$59.92

Ann. Volatility

22.8%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	47.61
Portfolio P/B	3.54
Portfolio P/S	7.68
EV/EBITDA	24.11
EV/Revenue	9.81
P/FCF	29.92
P/OCF	23.32
PEG	3.20
Earnings Yield	2.10%
FCF Yield	3.34%
OCF Yield	4.29%
Median P/E	26.96

Profitability & Returns (9)

Metric	Value
Gross Margin	31.26%
Operating Margin	20.92%
Net Margin	16.08%
FCF Margin	25.12%
ROE	7.68%
ROA	3.31%
ROIC	4.44%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	1.09
Debt/Assets	0.46
Net Debt/EBITDA	5.35
Interest Coverage	3.43
Current Ratio	1.12
Quick Ratio	1.11

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	10.80%
Net Income Growth	39.07%
EPS Growth	36.36%
FCF Growth	39.66%
EBITDA Growth	11.79%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	8.83%
Revenue CAGR 5Y	10.70%
Revenue CAGR 10Y	—
EPS CAGR 3Y	14.86%
EPS CAGR 5Y	9.39%
EPS CAGR 10Y	—
FCF CAGR 3Y	14.55%
FCF CAGR 5Y	21.20%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	7.76%
EBITDA CAGR 5Y	9.96%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	18.61%
Net Income CAGR 5Y	13.03%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	54.8
IS Profitability	47.0
IS Balance Sheet	40.3
IS Earnings Quality	79.6
IS Growth	54.0
IS Value	47.7
IS Momentum	80.1
IS Safety	41.6
IS Quality	67.0
Altman Z-Score	1.96
Piotroski F-Score	6.10
Beneish M-Score	-3.28
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	3.31%
Payout Ratio	146.03%
Buyback Yield	0.34%
Total Shareholder Return	2.32%

Growth Stability (4)

Metric	Value
Revenue Stability	0.890
Earnings Stability	0.392
Earnings Persistence	0.788
Margin Stability	0.873

Medians (3)

Metric	Value
Median P/E	26.96
Median P/B	2.02
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.29%
Holdings Matched	40
Total Holdings	40