— Know what they know.
Not Investment Advice

KMID

Virtus KAR Mid-Cap ETF
1W: -0.9% 1M: -7.1% 3M: -2.8% YTD: -3.3% 1Y: -0.4%
$23.71
-0.21 (-0.88%)
After Hours: $25.21 (+1.50, +6.33%)
ETF AMEX · AUM $39.8M
ETF-Level Metrics
AUM$40M
Holdings26
Top 10 Wt48.5%
Beta0.77
% Profitable93%
Coverage91%
Portfolio Valuation
P/E32.6
P/B6.1
P/S4.1
EV/EBITDA20.5
P/FCF28.5
PEG3.76
Profitability & Returns
Gross Margin32.7%
Net Margin12.5%
ROE20.0%
ROA10.0%
ROIC14.8%
Div Yield0.86%
Leverage & Liquidity
Debt/Equity0.59
Debt/Assets0.29
Net Debt/EBITDA1.3x
Interest Cov12.7x
Current Ratio1.38
Quick Ratio1.09
Growth (YoY)
Revenue+8.4%
Net Income+3.3%
EPS+4.1%
FCF+18.0%
EBITDA+9.7%
Rev CAGR 3Y+6.6%
Quality Scores
Piotroski F6.9
Altman Z8.67
IS Quality76.7
IS Overall61.2
IS Value42.6
Median P/E30.9

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 11 41.8% 28.9
Technology 4 16.1% 39.8
Consumer Cyclical 3 12.6% 33.8
Financial Services 4 10.6% 26.2
Healthcare 3 10.4% 33.1
Other 2 8.5%

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AME AMETEK, Inc. 7.35% 4 Bullish 17 1 -1.6%
VRSK Verisk Analytics, Inc. 4.63% 4 Bullish 12 1 +10.6%
ALLE Allegion plc 1.68% 4 Bullish 14 1 -2.5%
Showing 27 of 27 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 AMETEK Inc AME 7.35% $2.9M 13,520 32.5 $48.0B Industrials
2 Teledyne Technologies Inc TDY 5.83% $2.3M 3,575 32.5 $28.5B Technology
3 Monolithic Power Systems Inc MPWR 5.11% $2.0M 1,820 84.2 $52.5B Technology
4 Cash/Cash equivalents Cash 5.00% $1.9M 1,945,776
5 Old Dominion Freight Line Inc ODFL 4.64% $1.8M 9,896 37.7 $38.5B Industrials
6 Verisk Analytics Inc VRSK 4.63% $1.8M 8,929 30.9 $28.1B Industrials
7 Westinghouse Air Brake Technologies Corp WAB 4.59% $1.8M 7,540 34.4 $40.4B Industrials
8 Ross Stores Inc ROST 4.47% $1.7M 8,262 31.5 $68.7B Consumer Cyclical
9 Domino's Pizza Inc DPZ 4.16% $1.6M 4,310 21.1 $12.6B Consumer Cyclical
10 Rollins Inc ROL 3.94% $1.5M 28,340 48.8 $25.6B Consumer Cyclical
11 Align Technology Inc ALGN 3.74% $1.5M 8,257 30.3 $12.4B Healthcare
12 CH Robinson Worldwide Inc CHRW 3.64% $1.4M 8,101 34.5 $20.0B Industrials
13 EMCOR Group Inc EME 3.61% $1.4M 1,869 25.7 $32.5B Industrials
14 West Pharmaceutical Services Inc WST 3.61% $1.4M 5,841 34.7 $17.1B Healthcare
15 HEICO Corp Private HEI/A 3.54% $1.4M 6,452
16 MSCI Inc MSCI 3.52% $1.4M 2,464 35.5 $40.6B Financial Services
17 Pentair PLC PNR 3.28% $1.3M 14,430 21.6 $14.2B Industrials
18 Lennox International Inc LII 3.27% $1.3M 2,665 20.8 $16.4B Industrials
19 Cooper Cos Inc/The COO 3.02% $1.2M 16,640 34.3 $13.7B Healthcare
20 Jack Henry & Associates Inc JKHY 2.76% $1.1M 6,523 23.6 $12.0B Technology
21 Houlihan Lokey Inc HLI 2.72% $1.1M 7,611 20.8 $9.7B Financial Services
22 LPL Financial Holdings Inc LPLA 2.67% $1.0M 3,646 27.2 $23.5B Financial Services
23 Nordson Corp NDSN 2.62% $1.0M 3,814 28.0 $14.7B Industrials
24 Equifax Inc EFX 2.54% $986,634 5,436 32.7 $21.8B Industrials
25 Broadridge Financial Solutions Inc BR 2.39% $929,445 5,330 19.1 $20.4B Technology
26 Brown & Brown Inc BRO 1.68% $653,619 9,820 21.2 $22.9B Financial Services
27 Allegion plc ALLE 1.68% $651,981 4,533 19.0 $12.3B Industrials

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms