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SDVGX - Sit Dividend Growth Fund Class I

Name: Sit Dividend Growth Fund Class I (SDVGX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$16.56

+0.04 (+0.24%)

Weekly Expected Move ±1.7%

$16 $16 $16 $16 $17

ETF NASDAQ · AUM $237.4M

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

Portfolio Health Summary

IS Overall Score

60.6

★★★★★

Altman Z-Score

8.38

Safe

Weight Coverage

98%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 60.6

Profitability

68.0

Balance Sheet

60.1

Earnings Quality

70.2

Growth

59.7

Value

49.1

Momentum

78.4

Safety

80.6

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

8.38

Safe Zone (>2.99)

Piotroski F-Score

6.9 / 9

Moderate

Beneish M-Score

-1.41

Possible Manipulator

Credit Score

—

Earnings Quality

70.2 / 100

Portfolio Valuation

P/E

472.55x

P/B

157.73x

P/S

112.91x

EV/EBITDA

20.37x

EV/Revenue

7.46x

P/FCF

574.54x

P/OCF

369.25x

PEG

18.71x

Earnings Yield

0.21%

FCF Yield

0.17%

OCF Yield

0.27%

Median P/E

25.61x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +13.3%

Net Income +26.9%

EPS +32.1%

FCF +20.9%

EBITDA +21.4%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +12.2%

Rev CAGR 5Y +13.0%

EPS CAGR 3Y +25.2%

EPS CAGR 5Y +20.9%

FCF CAGR 3Y +14.8%

FCF CAGR 5Y +12.1%

EBITDA CAGR 3Y +20.0%

EBITDA CAGR 5Y +18.8%

Payout Ratio

45.15%

Buyback Yield

1.74%

Dividend Yield

1.68%

Total Shareholder Return

3.17%

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

$16.56

Median 1Y

$18.18

5th Pctile

$13.37

95th Pctile

$24.74

Ann. Volatility

19.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	472.55
Portfolio P/B	157.73
Portfolio P/S	112.91
EV/EBITDA	20.37
EV/Revenue	7.46
P/FCF	574.54
P/OCF	369.25
PEG	18.71
Earnings Yield	0.21%
FCF Yield	0.17%
OCF Yield	0.27%
Median P/E	25.61

Profitability & Returns (9)

Metric	Value
Gross Margin	53.42%
Operating Margin	28.38%
Net Margin	23.89%
FCF Margin	18.24%
ROE	36.21%
ROA	8.61%
ROIC	30.44%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.79
Debt/Assets	0.19
Net Debt/EBITDA	-0.01
Interest Coverage	6.25
Current Ratio	0.90
Quick Ratio	0.86

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	13.34%
Net Income Growth	26.86%
EPS Growth	32.09%
FCF Growth	20.87%
EBITDA Growth	21.40%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	12.16%
Revenue CAGR 5Y	13.00%
Revenue CAGR 10Y	—
EPS CAGR 3Y	25.25%
EPS CAGR 5Y	20.88%
EPS CAGR 10Y	—
FCF CAGR 3Y	14.85%
FCF CAGR 5Y	12.11%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	20.00%
EBITDA CAGR 5Y	18.82%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	20.36%
Net Income CAGR 5Y	20.13%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	60.6
IS Profitability	68.0
IS Balance Sheet	60.1
IS Earnings Quality	70.2
IS Growth	59.7
IS Value	49.1
IS Momentum	78.4
IS Safety	80.6
IS Quality	74.8
Altman Z-Score	8.38
Piotroski F-Score	6.89
Beneish M-Score	-1.41
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.68%
Payout Ratio	45.15%
Buyback Yield	1.74%
Total Shareholder Return	3.17%

Growth Stability (4)

Metric	Value
Revenue Stability	0.791
Earnings Stability	0.519
Earnings Persistence	0.855
Margin Stability	0.895

Medians (3)

Metric	Value
Median P/E	25.61
Median P/B	3.78
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	97.96%
Holdings Matched	76
Total Holdings	76