WIORX
Wilshire Income Opportunities Invest
1W: -0.5%
1M: -3.0%
3M: -3.7%
YTD: -5.2%
1Y: -5.3%
3Y: +10.8%
5Y: -3.2%
$8.62
+0.00 (+0.00%)
Weekly Expected Move ±0.6%
$9
$9
$9
$9
$9
Portfolio Health Summary
IS Overall Score
33.4
★★★★★
Altman Z-Score
-0.12
Distress
Weight Coverage
0%
of portfolio analyzed
Holdings Matched
3
with fundamental data
InsiderStreet Scorecard
★★★★★
33.4
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
-0.12
Distress Zone (<1.81)
Piotroski F-Score
3.3 / 9
Weak
Beneish M-Score
—
—
Credit Score
—
Earnings Quality
70.9 / 100
Portfolio Valuation
P/E
26.97x
P/B
0.71x
P/S
3.60x
EV/EBITDA
46.61x
EV/Revenue
8.18x
P/FCF
54.67x
P/OCF
29.81x
PEG
—
Earnings Yield
3.71%
FCF Yield
1.83%
OCF Yield
3.35%
Median P/E
8.58x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
—
Net Income
—
EPS
—
FCF
—
EBITDA
—
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
—
Rev CAGR 5Y
—
EPS CAGR 3Y
—
EPS CAGR 5Y
—
FCF CAGR 3Y
—
FCF CAGR 5Y
—
EBITDA CAGR 3Y
—
EBITDA CAGR 5Y
—
Payout Ratio
79.72%
Buyback Yield
180.25%
Dividend Yield
3.88%
Total Shareholder Return
194.55%
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
$8.62
Median 1Y
$8.64
5th Pctile
$8.08
95th Pctile
$9.24
Ann. Volatility
4.4%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 26.97 |
| Portfolio P/B | 0.71 |
| Portfolio P/S | 3.60 |
| EV/EBITDA | 46.61 |
| EV/Revenue | 8.18 |
| P/FCF | 54.67 |
| P/OCF | 29.81 |
| PEG | — |
| Earnings Yield | 3.71% |
| FCF Yield | 1.83% |
| OCF Yield | 3.35% |
| Median P/E | 8.58 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 69.17% |
| Operating Margin | 17.50% |
| Net Margin | 13.36% |
| FCF Margin | -3.85% |
| ROE | 2.63% |
| ROA | 0.28% |
| ROIC | 1.81% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.91 |
| Debt/Assets | 0.10 |
| Net Debt/EBITDA | 13.04 |
| Interest Coverage | 0.56 |
| Current Ratio | 0.77 |
| Quick Ratio | 0.77 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | — |
| Net Income Growth | — |
| EPS Growth | — |
| FCF Growth | — |
| EBITDA Growth | — |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | — |
| Revenue CAGR 5Y | — |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | — |
| EPS CAGR 5Y | — |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | — |
| FCF CAGR 5Y | — |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | — |
| EBITDA CAGR 5Y | — |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | — |
| Net Income CAGR 5Y | — |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 33.4 |
| IS Profitability | 47.6 |
| IS Balance Sheet | 40.6 |
| IS Earnings Quality | 70.9 |
| IS Growth | — |
| IS Value | 76.2 |
| IS Momentum | — |
| IS Safety | 52.3 |
| IS Quality | 42.6 |
| Altman Z-Score | -0.12 |
| Piotroski F-Score | 3.33 |
| Beneish M-Score | — |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 3.88% |
| Payout Ratio | 79.72% |
| Buyback Yield | 180.25% |
| Total Shareholder Return | 194.55% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | — |
| Earnings Stability | — |
| Earnings Persistence | — |
| Margin Stability | — |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 8.58 |
| Median P/B | 0.51 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 0.47% |
| Holdings Matched | 3 |
| Total Holdings | 8 |