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VHCOX - Vanguard Capital Opportunity Fund Investor Shares

Name: Vanguard Capital Opportunity Fund Investor Shares (VHCOX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$92.45

-0.22 (-0.24%)

Weekly Expected Move ±2.9%

$84 $87 $89 $92 $94

ETF NASDAQ · AUM $26.7B

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

Portfolio Health Summary

IS Overall Score

60.6

★★★★★

Altman Z-Score

8.57

Safe

Weight Coverage

95%

of portfolio analyzed

Holdings Matched

187

with fundamental data

InsiderStreet Scorecard

★★★★★ 60.6

Profitability

60.1

Balance Sheet

66.3

Earnings Quality

68.9

Growth

57.3

Value

45.8

Momentum

75.7

Safety

81.8

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

8.57

Safe Zone (>2.99)

Piotroski F-Score

6.7 / 9

Moderate

Beneish M-Score

-2.40

Unlikely Manipulator

Credit Score

—

Earnings Quality

68.9 / 100

Portfolio Valuation

P/E

292.94x

P/B

65.20x

P/S

44.41x

EV/EBITDA

15.83x

EV/Revenue

4.42x

P/FCF

324.76x

P/OCF

196.73x

PEG

11.19x

Earnings Yield

0.34%

FCF Yield

0.31%

OCF Yield

0.51%

Median P/E

24.72x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +17.2%

Net Income +29.4%

EPS +32.6%

FCF +35.5%

EBITDA +35.4%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +12.1%

Rev CAGR 5Y +16.0%

EPS CAGR 3Y +26.2%

EPS CAGR 5Y +20.3%

FCF CAGR 3Y +27.1%

FCF CAGR 5Y +13.6%

EBITDA CAGR 3Y +19.3%

EBITDA CAGR 5Y +20.3%

Payout Ratio

23.04%

Buyback Yield

3.25%

Dividend Yield

0.85%

Total Shareholder Return

6.44%

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

$92.45

Median 1Y

$101.25

5th Pctile

$69.67

95th Pctile

$147.02

Ann. Volatility

21.8%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	292.94
Portfolio P/B	65.20
Portfolio P/S	44.41
EV/EBITDA	15.83
EV/Revenue	4.42
P/FCF	324.76
P/OCF	196.73
PEG	11.19
Earnings Yield	0.34%
FCF Yield	0.31%
OCF Yield	0.51%
Median P/E	24.72

Profitability & Returns (9)

Metric	Value
Gross Margin	42.53%
Operating Margin	17.90%
Net Margin	15.12%
FCF Margin	13.36%
ROE	21.48%
ROA	6.62%
ROIC	19.62%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.49
Debt/Assets	0.15
Net Debt/EBITDA	0.15
Interest Coverage	18.76
Current Ratio	0.88
Quick Ratio	0.77

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	17.18%
Net Income Growth	29.37%
EPS Growth	32.65%
FCF Growth	35.46%
EBITDA Growth	35.37%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	12.11%
Revenue CAGR 5Y	15.99%
Revenue CAGR 10Y	—
EPS CAGR 3Y	26.18%
EPS CAGR 5Y	20.27%
EPS CAGR 10Y	—
FCF CAGR 3Y	27.07%
FCF CAGR 5Y	13.59%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	19.32%
EBITDA CAGR 5Y	20.30%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	22.22%
Net Income CAGR 5Y	19.23%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	60.6
IS Profitability	60.1
IS Balance Sheet	66.3
IS Earnings Quality	68.9
IS Growth	57.3
IS Value	45.8
IS Momentum	75.7
IS Safety	81.8
IS Quality	72.7
Altman Z-Score	8.57
Piotroski F-Score	6.70
Beneish M-Score	-2.40
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.85%
Payout Ratio	23.04%
Buyback Yield	3.25%
Total Shareholder Return	6.44%

Growth Stability (4)

Metric	Value
Revenue Stability	0.722
Earnings Stability	0.481
Earnings Persistence	0.741
Margin Stability	0.832

Medians (3)

Metric	Value
Median P/E	24.72
Median P/B	4.00
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	95.10%
Holdings Matched	187
Total Holdings	188