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PSGAX - Virtus KAR Small-Cap Growth Fund Class A

Name: Virtus KAR Small-Cap Growth Fund Class A (PSGAX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$14.35

+0.02 (+0.14%)

Weekly Expected Move ±2.1%

$13 $13 $14 $14 $14

ETF NASDAQ · AUM $985.3M

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

Portfolio Health Summary

IS Overall Score

55.2

★★★★★

Altman Z-Score

6.63

Safe

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 55.2

Profitability

55.1

Balance Sheet

67.0

Earnings Quality

64.6

Growth

51.8

Value

47.7

Momentum

66.8

Safety

83.1

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

6.63

Safe Zone (>2.99)

Piotroski F-Score

6.3 / 9

Moderate

Beneish M-Score

-2.31

Unlikely Manipulator

Credit Score

—

Earnings Quality

64.6 / 100

Portfolio Valuation

P/E

20.69x

P/B

4.37x

P/S

2.76x

EV/EBITDA

11.11x

EV/Revenue

2.92x

P/FCF

15.07x

P/OCF

13.78x

PEG

0.82x

Earnings Yield

4.83%

FCF Yield

6.63%

OCF Yield

7.26%

Median P/E

22.98x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +20.6%

Net Income +0.3%

EPS +1.9%

FCF +27.4%

EBITDA +30.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +14.7%

Rev CAGR 5Y +20.4%

EPS CAGR 3Y +25.3%

EPS CAGR 5Y +13.1%

FCF CAGR 3Y +26.6%

FCF CAGR 5Y +14.5%

EBITDA CAGR 3Y +35.7%

EBITDA CAGR 5Y +15.1%

Payout Ratio

228.00%

Buyback Yield

2.13%

Dividend Yield

0.88%

Total Shareholder Return

9.15%

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

$14.35

Median 1Y

$13.05

5th Pctile

$8.06

95th Pctile

$21.22

Ann. Volatility

28.9%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	20.69
Portfolio P/B	4.37
Portfolio P/S	2.76
EV/EBITDA	11.11
EV/Revenue	2.92
P/FCF	15.07
P/OCF	13.78
PEG	0.82
Earnings Yield	4.83%
FCF Yield	6.63%
OCF Yield	7.26%
Median P/E	22.98

Profitability & Returns (9)

Metric	Value
Gross Margin	46.35%
Operating Margin	19.82%
Net Margin	13.04%
FCF Margin	17.24%
ROE	21.35%
ROA	5.70%
ROIC	18.21%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.62
Debt/Assets	0.17
Net Debt/EBITDA	0.75
Interest Coverage	5.41
Current Ratio	1.12
Quick Ratio	0.81

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	20.60%
Net Income Growth	0.29%
EPS Growth	1.91%
FCF Growth	27.40%
EBITDA Growth	30.71%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	14.67%
Revenue CAGR 5Y	20.38%
Revenue CAGR 10Y	—
EPS CAGR 3Y	25.30%
EPS CAGR 5Y	13.14%
EPS CAGR 10Y	—
FCF CAGR 3Y	26.61%
FCF CAGR 5Y	14.47%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	35.73%
EBITDA CAGR 5Y	15.08%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	26.84%
Net Income CAGR 5Y	13.19%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	55.2
IS Profitability	55.1
IS Balance Sheet	67.0
IS Earnings Quality	64.6
IS Growth	51.8
IS Value	47.7
IS Momentum	66.8
IS Safety	83.1
IS Quality	69.3
Altman Z-Score	6.63
Piotroski F-Score	6.26
Beneish M-Score	-2.31
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.88%
Payout Ratio	228.00%
Buyback Yield	2.13%
Total Shareholder Return	9.15%

Growth Stability (4)

Metric	Value
Revenue Stability	0.875
Earnings Stability	0.496
Earnings Persistence	0.871
Margin Stability	0.885

Medians (3)

Metric	Value
Median P/E	22.98
Median P/B	3.67
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	98.82%
Holdings Matched	26
Total Holdings	26