SLVAX
Columbia Select Large Cap Value Fund Class A
1W: -1.2%
1M: -4.4%
3M: -1.1%
YTD: +12.5%
1Y: +23.2%
3Y: +78.6%
5Y: +82.1%
$44.45
+0.28 (+0.63%)
Weekly Expected Move ±1.4%
$43
$44
$44
$45
$45
Portfolio Health Summary
IS Overall Score
56.3
★★★★★
Altman Z-Score
2.27
Grey Zone
Weight Coverage
94%
of portfolio analyzed
Holdings Matched
37
with fundamental data
InsiderStreet Scorecard
★★★★★
56.3
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
2.27
Grey Zone (1.81–2.99)
Piotroski F-Score
6.7 / 9
Moderate
Beneish M-Score
-2.01
Unlikely Manipulator
Credit Score
—
Earnings Quality
71.5 / 100
Portfolio Valuation
P/E
13.60x
P/B
2.69x
P/S
1.92x
EV/EBITDA
15.92x
EV/Revenue
3.28x
P/FCF
17.20x
P/OCF
11.17x
PEG
0.53x
Earnings Yield
7.35%
FCF Yield
5.81%
OCF Yield
8.95%
Median P/E
16.70x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+19.2%
Net Income
+53.1%
EPS
+58.5%
FCF
+43.1%
EBITDA
+34.2%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+5.8%
Rev CAGR 5Y
+7.2%
EPS CAGR 3Y
+25.5%
EPS CAGR 5Y
+13.8%
FCF CAGR 3Y
+22.3%
FCF CAGR 5Y
+8.0%
EBITDA CAGR 3Y
+12.6%
EBITDA CAGR 5Y
+9.8%
Payout Ratio
39.22%
Buyback Yield
4.41%
Dividend Yield
2.20%
Total Shareholder Return
5.31%
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
$44.17
Median 1Y
$49.48
5th Pctile
$34.21
95th Pctile
$71.60
Ann. Volatility
20.4%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 13.60 |
| Portfolio P/B | 2.69 |
| Portfolio P/S | 1.92 |
| EV/EBITDA | 15.92 |
| EV/Revenue | 3.28 |
| P/FCF | 17.20 |
| P/OCF | 11.17 |
| PEG | 0.53 |
| Earnings Yield | 7.35% |
| FCF Yield | 5.81% |
| OCF Yield | 8.95% |
| Median P/E | 16.70 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 35.60% |
| Operating Margin | 14.39% |
| Net Margin | 14.04% |
| FCF Margin | 8.27% |
| ROE | 20.94% |
| ROA | 3.01% |
| ROIC | 10.09% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 1.53 |
| Debt/Assets | 0.22 |
| Net Debt/EBITDA | 2.05 |
| Interest Coverage | 1.96 |
| Current Ratio | 0.70 |
| Quick Ratio | 0.65 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 19.20% |
| Net Income Growth | 53.07% |
| EPS Growth | 58.46% |
| FCF Growth | 43.12% |
| EBITDA Growth | 34.20% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 5.84% |
| Revenue CAGR 5Y | 7.23% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 25.52% |
| EPS CAGR 5Y | 13.80% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 22.34% |
| FCF CAGR 5Y | 7.96% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 12.57% |
| EBITDA CAGR 5Y | 9.80% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 21.86% |
| Net Income CAGR 5Y | 10.86% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 56.3 |
| IS Profitability | 53.8 |
| IS Balance Sheet | 49.7 |
| IS Earnings Quality | 71.5 |
| IS Growth | 61.2 |
| IS Value | 62.1 |
| IS Momentum | 80.0 |
| IS Safety | 59.6 |
| IS Quality | 66.9 |
| Altman Z-Score | 2.27 |
| Piotroski F-Score | 6.66 |
| Beneish M-Score | -2.01 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 2.20% |
| Payout Ratio | 39.22% |
| Buyback Yield | 4.41% |
| Total Shareholder Return | 5.31% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.729 |
| Earnings Stability | 0.387 |
| Earnings Persistence | 0.716 |
| Margin Stability | 0.766 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 16.70 |
| Median P/B | 2.95 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 94.25% |
| Holdings Matched | 37 |
| Total Holdings | 38 |