— Know what they know.
Not Investment Advice

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
ETF NASDAQ · AUM $506.0M

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
Profitability
60.7
Balance Sheet
51.5
Earnings Quality
71.9
Growth
52.4
Value
49.4
Momentum
71.5
Safety
74.5

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)
MetricValue
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)
MetricValue
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)
MetricValue
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)
MetricValue
Asset Turnover
Inventory Turnover
Receivables Turnover
Payables Turnover
Growth — YoY (6)
MetricValue
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)
MetricValue
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)
MetricValue
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)
MetricValue
Dividend Yield 2.15%
Payout Ratio 59.74%
Buyback Yield 1.68%
Total Shareholder Return 3.63%
Growth Stability (4)
MetricValue
Revenue Stability 0.800
Earnings Stability 0.476
Earnings Persistence 0.846
Margin Stability 0.911
Medians (3)
MetricValue
Median P/E 25.59
Median P/B 3.66
Median Dividend Yield
Coverage Meta (3)
MetricValue
Weight Coverage % 98.14%
Holdings Matched 43
Total Holdings 43

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms