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TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund

Name: T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$24.97

+0.00 (+0.00%)

Weekly Expected Move ±1.8%

$24 $24 $24 $25 $25

ETF NASDAQ · AUM $2.1B

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

Portfolio Health Summary

IS Overall Score

60.2

★★★★★

Altman Z-Score

10.59

Safe

Weight Coverage

50%

of portfolio analyzed

Holdings Matched

545

with fundamental data

InsiderStreet Scorecard

★★★★★ 60.2

Profitability

63.9

Balance Sheet

64.5

Earnings Quality

69.9

Growth

56.2

Value

49.6

Momentum

75.0

Safety

81.7

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

10.59

Safe Zone (>2.99)

Piotroski F-Score

6.7 / 9

Moderate

Beneish M-Score

-1.17

Possible Manipulator

Credit Score

—

Earnings Quality

69.9 / 100

Portfolio Valuation

P/E

87.93x

P/B

11.84x

P/S

12.41x

EV/EBITDA

12.64x

EV/Revenue

3.38x

P/FCF

123.99x

P/OCF

56.63x

PEG

3.07x

Earnings Yield

1.14%

FCF Yield

0.81%

OCF Yield

1.77%

Median P/E

20.35x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +14.9%

Net Income +25.2%

EPS +31.6%

FCF +29.1%

EBITDA +22.0%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +14.0%

Rev CAGR 5Y +15.2%

EPS CAGR 3Y +28.6%

EPS CAGR 5Y +25.4%

FCF CAGR 3Y +27.9%

FCF CAGR 5Y +16.3%

EBITDA CAGR 3Y +20.6%

EBITDA CAGR 5Y +20.8%

Payout Ratio

31.25%

Buyback Yield

3.39%

Dividend Yield

2.02%

Total Shareholder Return

13.52%

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

$24.97

Median 1Y

$26.46

5th Pctile

$21.70

95th Pctile

$32.32

Ann. Volatility

11.9%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	87.93
Portfolio P/B	11.84
Portfolio P/S	12.41
EV/EBITDA	12.64
EV/Revenue	3.38
P/FCF	123.99
P/OCF	56.63
PEG	3.07
Earnings Yield	1.14%
FCF Yield	0.81%
OCF Yield	1.77%
Median P/E	20.35

Profitability & Returns (9)

Metric	Value
Gross Margin	41.68%
Operating Margin	14.74%
Net Margin	14.11%
FCF Margin	9.14%
ROE	14.02%
ROA	4.70%
ROIC	13.58%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.45
Debt/Assets	0.15
Net Debt/EBITDA	-0.73
Interest Coverage	5.96
Current Ratio	0.76
Quick Ratio	0.67

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	14.93%
Net Income Growth	25.17%
EPS Growth	31.60%
FCF Growth	29.09%
EBITDA Growth	21.96%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	13.95%
Revenue CAGR 5Y	15.15%
Revenue CAGR 10Y	—
EPS CAGR 3Y	28.65%
EPS CAGR 5Y	25.35%
EPS CAGR 10Y	—
FCF CAGR 3Y	27.89%
FCF CAGR 5Y	16.26%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	20.58%
EBITDA CAGR 5Y	20.84%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	22.04%
Net Income CAGR 5Y	22.81%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	60.2
IS Profitability	63.9
IS Balance Sheet	64.5
IS Earnings Quality	69.9
IS Growth	56.2
IS Value	49.6
IS Momentum	75.0
IS Safety	81.7
IS Quality	73.5
Altman Z-Score	10.59
Piotroski F-Score	6.65
Beneish M-Score	-1.17
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.02%
Payout Ratio	31.25%
Buyback Yield	3.39%
Total Shareholder Return	13.52%

Growth Stability (4)

Metric	Value
Revenue Stability	0.768
Earnings Stability	0.559
Earnings Persistence	0.813
Margin Stability	0.868

Medians (3)

Metric	Value
Median P/E	20.35
Median P/B	2.97
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	49.88%
Holdings Matched	545
Total Holdings	550