PSLAX
Putnam Small Cap Value A
1W: -1.5%
1M: -5.7%
YTD: -5.8%
$17.64
+0.16 (+0.92%)
Weekly Expected Move ±1.4%
$17
$17
$17
$18
$18
Portfolio Health Summary
IS Overall Score
49.8
★★★★★
Altman Z-Score
3.42
Safe
Weight Coverage
98%
of portfolio analyzed
Holdings Matched
111
with fundamental data
InsiderStreet Scorecard
★★★★★
49.8
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
3.42
Safe Zone (>2.99)
Piotroski F-Score
5.8 / 9
Moderate
Beneish M-Score
1.40
Possible Manipulator
Credit Score
—
Earnings Quality
70.6 / 100
Portfolio Valuation
P/E
243.17x
P/B
23.03x
P/S
19.44x
EV/EBITDA
10.67x
EV/Revenue
1.95x
P/FCF
190.01x
P/OCF
115.11x
PEG
—
Earnings Yield
0.41%
FCF Yield
0.53%
OCF Yield
0.87%
Median P/E
10.92x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+13.1%
Net Income
+39.9%
EPS
+39.9%
FCF
+40.2%
EBITDA
+19.4%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+7.8%
Rev CAGR 5Y
+13.3%
EPS CAGR 3Y
+0.5%
EPS CAGR 5Y
+3.9%
FCF CAGR 3Y
+13.2%
FCF CAGR 5Y
+11.0%
EBITDA CAGR 3Y
+5.4%
EBITDA CAGR 5Y
+7.1%
Payout Ratio
70.02%
Buyback Yield
2.49%
Dividend Yield
1.67%
Total Shareholder Return
-1.04%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 243.17 |
| Portfolio P/B | 23.03 |
| Portfolio P/S | 19.44 |
| EV/EBITDA | 10.67 |
| EV/Revenue | 1.95 |
| P/FCF | 190.01 |
| P/OCF | 115.11 |
| PEG | — |
| Earnings Yield | 0.41% |
| FCF Yield | 0.53% |
| OCF Yield | 0.87% |
| Median P/E | 10.92 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 34.06% |
| Operating Margin | 10.78% |
| Net Margin | 5.99% |
| FCF Margin | 7.43% |
| ROE | 7.43% |
| ROA | 1.89% |
| ROIC | 7.77% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.70 |
| Debt/Assets | 0.18 |
| Net Debt/EBITDA | 1.28 |
| Interest Coverage | 0.30 |
| Current Ratio | 0.64 |
| Quick Ratio | 0.51 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 13.10% |
| Net Income Growth | 39.93% |
| EPS Growth | 39.89% |
| FCF Growth | 40.24% |
| EBITDA Growth | 19.40% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 7.84% |
| Revenue CAGR 5Y | 13.33% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 0.54% |
| EPS CAGR 5Y | 3.90% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 13.19% |
| FCF CAGR 5Y | 10.98% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 5.44% |
| EBITDA CAGR 5Y | 7.15% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 3.97% |
| Net Income CAGR 5Y | 6.73% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 49.8 |
| IS Profitability | 40.0 |
| IS Balance Sheet | 52.8 |
| IS Earnings Quality | 70.6 |
| IS Growth | 53.4 |
| IS Value | 58.3 |
| IS Momentum | 72.1 |
| IS Safety | 62.7 |
| IS Quality | 62.0 |
| Altman Z-Score | 3.42 |
| Piotroski F-Score | 5.84 |
| Beneish M-Score | 1.40 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.67% |
| Payout Ratio | 70.02% |
| Buyback Yield | 2.49% |
| Total Shareholder Return | -1.04% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.642 |
| Earnings Stability | 0.429 |
| Earnings Persistence | 0.620 |
| Margin Stability | 0.773 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 10.92 |
| Median P/B | 1.59 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 97.68% |
| Holdings Matched | 111 |
| Total Holdings | 112 |