HIGJX
Carillon Eagle Growth & Income I
1W: -2.2%
1M: -7.1%
3M: -1.4%
YTD: -1.1%
1Y: -2.9%
3Y: -4.0%
5Y: -10.6%
$19.37
+0.05 (+0.26%)
Weekly Expected Move ±1.7%
$18
$19
$19
$19
$20
Portfolio Health Summary
IS Overall Score
54.6
★★★★★
Altman Z-Score
3.59
Safe
Weight Coverage
98%
of portfolio analyzed
Holdings Matched
43
with fundamental data
InsiderStreet Scorecard
★★★★★
54.6
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
3.59
Safe Zone (>2.99)
Piotroski F-Score
6.5 / 9
Moderate
Beneish M-Score
-1.09
Possible Manipulator
Credit Score
—
Earnings Quality
71.9 / 100
Portfolio Valuation
P/E
374.19x
P/B
78.11x
P/S
71.44x
EV/EBITDA
16.30x
EV/Revenue
5.30x
P/FCF
391.78x
P/OCF
271.94x
PEG
29.30x
Earnings Yield
0.27%
FCF Yield
0.26%
OCF Yield
0.37%
Median P/E
25.59x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+7.7%
Net Income
+17.4%
EPS
+21.2%
FCF
+26.3%
EBITDA
+11.8%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+8.0%
Rev CAGR 5Y
+9.2%
EPS CAGR 3Y
+12.8%
EPS CAGR 5Y
+16.7%
FCF CAGR 3Y
+8.2%
FCF CAGR 5Y
+9.2%
EBITDA CAGR 3Y
+9.0%
EBITDA CAGR 5Y
+13.3%
Payout Ratio
59.74%
Buyback Yield
1.68%
Dividend Yield
2.15%
Total Shareholder Return
3.63%
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
$19.37
Median 1Y
$19.25
5th Pctile
$14.04
95th Pctile
$26.43
Ann. Volatility
20.3%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 374.19 |
| Portfolio P/B | 78.11 |
| Portfolio P/S | 71.44 |
| EV/EBITDA | 16.30 |
| EV/Revenue | 5.30 |
| P/FCF | 391.78 |
| P/OCF | 271.94 |
| PEG | 29.30 |
| Earnings Yield | 0.27% |
| FCF Yield | 0.26% |
| OCF Yield | 0.37% |
| Median P/E | 25.59 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 55.64% |
| Operating Margin | 24.13% |
| Net Margin | 19.09% |
| FCF Margin | 15.74% |
| ROE | 21.95% |
| ROA | 3.34% |
| ROIC | 19.84% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 1.27 |
| Debt/Assets | 0.20 |
| Net Debt/EBITDA | 0.08 |
| Interest Coverage | 2.01 |
| Current Ratio | 0.93 |
| Quick Ratio | 0.91 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 7.74% |
| Net Income Growth | 17.39% |
| EPS Growth | 21.19% |
| FCF Growth | 26.26% |
| EBITDA Growth | 11.81% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 8.01% |
| Revenue CAGR 5Y | 9.18% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 12.77% |
| EPS CAGR 5Y | 16.72% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 8.24% |
| FCF CAGR 5Y | 9.18% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 9.01% |
| EBITDA CAGR 5Y | 13.26% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 9.04% |
| Net Income CAGR 5Y | 15.87% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 54.6 |
| IS Profitability | 60.7 |
| IS Balance Sheet | 51.5 |
| IS Earnings Quality | 71.9 |
| IS Growth | 52.4 |
| IS Value | 49.4 |
| IS Momentum | 71.5 |
| IS Safety | 74.5 |
| IS Quality | 68.8 |
| Altman Z-Score | 3.59 |
| Piotroski F-Score | 6.54 |
| Beneish M-Score | -1.09 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 2.15% |
| Payout Ratio | 59.74% |
| Buyback Yield | 1.68% |
| Total Shareholder Return | 3.63% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.800 |
| Earnings Stability | 0.476 |
| Earnings Persistence | 0.846 |
| Margin Stability | 0.911 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 25.59 |
| Median P/B | 3.66 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 98.14% |
| Holdings Matched | 43 |
| Total Holdings | 43 |