speb/financial-data huggingface dataset:
Financial scorecard for GYC.DE (Real Estate — Real Estate Services, Luxembourg)
Report date: 2026-03-31 (quarterly)
Stock price: 10.78409090909091
Market cap: 1671432320 (USD: 1921186574.7126436)
P/E ratio: 4.020680422840789
P/B ratio: 0.25883590008680984
Debt to equity: 0.7509
Current ratio: 1.33
Interest coverage ratio: 4.721216919249038
Return on net tangible assets (%): 0.8144122817810637
Buffett classification: The Great
Analyst consensus upside (%): 10.672789896670478
Rule of 40 score: 62.15345641888682
Altman Z-score: 0.7409907624104769 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 10.970255034633645
Total shareholder yield (%): 10.970255034633645 (High Return)
Momentum (%): 1m 7.474518686296734, 3m -3.3925189393939332, 6m 1.5113762206785595, 12m -15.203725506685728, composite -7.660728508066175 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 3, short score 4, recommendation: Neutral
Revenue growth 1y (%): 8.120567917184829
Net income growth 1y (%): -49.42934971191778
Revenue deceleration: no
Accrual ratio: -0.0024559716696066413
FCF conversion rate: 1.6788971267498873
Beneish M-score: -2.0862866362060957 (Likely Safe)
ROE (%): 0.7033798662492247
Net margin (%): 38.889605364972915
Asset turnover: 0.009302203711169138
Equity multiplier (leverage): 1.94433256751207
ROE archetype: Low Return
P/E z-score: 4.088510810793031
FCF z-score: 4.861779693862
Treasury beta 1y: -0.07510119377734675 (R-squared: 0.005957981397892904)
Dividend increase streak (years): 0
ROIC (%): 2.950087023786503 (pretax: 3.7342873718816483)
Incremental ROIC 3y (%): 19.218999618436676 (pretax: 23.447059503845587)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 42.95774647887324, P/B 18.07511737089202, ROIC 47.88732394366197, revenue growth 1y 19.718309859154928, 6m momentum 23.474178403755868
Sector percentiles: P/E 26.319875776397517, 6m momentum 27.795031055900623
Industry median P/E: 0.9094611103569973; industry median ROIC: 3.7422962097312933
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.05
Base cash flow: 696190588.2352942
DCF price per share: base 203.9497497494901, conservative 128.256670291644, aggressive 333.57346357151783
Financial scorecard for HAG.DE (Industrials — Aerospace & Defense, Germany)
Report date: 2026-03-31 (quarterly)
Stock price: 90.68181818181817
Market cap: 9216900096 (USD: 10594138041.37931)
P/E ratio: 99.26014004492006
P/B ratio: 8.774029322548028
Debt to equity: 1.6713999999999998
Current ratio: 1.19
Interest coverage ratio: -0.14285714285714288
Buffett classification: The Gruesome
Analyst consensus upside (%): 4.416211899374431
Rule of 40 score: -69.79222455677777
Altman Z-score: 1.475838490685769 (Distress Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 18.80269814502529, earnings yield % 2.5423643209870557, rank 2398
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.21099348610678006
Total shareholder yield (%): 0.21099348610678006 (Low Return)
Momentum (%): 1m 15.719257540603243, 3m 7.463640121763306, 6m -11.413003729978808, 12m -20.00047176487239, composite -11.605646402845432 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 0, short score 10, recommendation: Strong Short (Melting Ice Cube)
Revenue growth 1y (%): 32.78626509530045
Revenue deceleration: no
Revenue growth consistency score: 9.041254754935807
Accrual ratio: 0.016754199676996834
FCF conversion rate: 5.894736842105264
Beneish M-score: -1.6127574660389756 (Possible Manipulation)
ROE (%): -1.8862525476088972
Net margin (%): -3.830645161290322
Asset turnover: 0.08935573161064977
Equity multiplier (leverage): 5.510683897943809
ROE archetype: Low Return
P/E z-score: 5.600987414182614
FCF z-score: 5.600987414182613
Treasury beta 1y: -0.061459528674718406 (R-squared: 0.0014550648029124083)
Dividend increase streak (years): 5
ROIC (%): 8.872378026777202 (pretax: 13.102232667450057)
Incremental ROIC 3y (%): 6.7074269506097846 (pretax: 9.221750403968274)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 45.4954954954955, P/B 51.35135135135135, ROIC 30.630630630630627, revenue growth 1y 16.666666666666664, 6m momentum 36.486486486486484
Sector percentiles: P/E 65.82181259600614, 6m momentum 58.986175115207374
Industry median P/E: 27.773289779307788; industry median ROIC: 6.974431518937386
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.06650024315360129
Base cash flow: 75294117.64705881
DCF price per share: base 37.18619974696912, conservative 16.076676794084726, aggressive 78.15331216821484
Financial scorecard for HCC.NS (Industrials — Engineering & Construction, India)
Report date: 2026-03-31 (annual)
Stock price: 0.22120148637489678
Market cap: 56135200768 (USD: 594904628.740992)
P/E ratio: 0.19314904691566434
P/B ratio: 1.6832815244334243
Debt to equity: 0.47909999999999997
Current ratio: 1.15
Interest coverage ratio: 1.1454409884959524
Return on net tangible assets (%): 6.067697652536852
Buffett classification: The Great
Rule of 40 score: -15.355139227467664
Altman Z-score: 0.8062889129561095 (Distress Zone)
Piotroski F-score: 3 (Weak)
Magic formula: return on capital % 18.607761381899092, earnings yield % 0.03441798243277641, rank 1303
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -23.10461112796684, 3m 3.8267924326261054, 6m 11.465096821604556, 12m -31.202993438477016, composite 1.5867338085783949 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 3, short score 6, recommendation: Neutral
Revenue growth 1y (%): -34.52302030795125
Net income growth 1y (%): -40.685200362618644
Revenue deceleration: no
Revenue growth consistency score: 15.806971634371887
Accrual ratio: -0.07410319086106296
FCF conversion rate: 4.898139197680039
Beneish M-score: -2.1755429611400743 (Likely Safe)
ROE (%): 10.589090394323593
Net margin (%): 4.169700145355062
Asset turnover: 0.45590540499390414
Equity multiplier (leverage): 5.570306467812186
ROE archetype: Standard Business
P/E z-score: 3.1405161966388535
FCF z-score: 3.140516196638856
Treasury beta 1y: 0.00021417572569528453 (R-squared: 3.617681462561662e-06)
Dividend increase streak (years): 0
ROIC (%): 16.16913240480319 (pretax: 21.78124367024509)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 32.12435233160622, P/B 47.84110535405872, ROIC 21.243523316062177, revenue growth 1y 46.63212435233161, 6m momentum 25.906735751295333
Sector percentiles: P/E 26.16487455197133, 6m momentum 23.732718894009217
Industry median P/E: 0.3073205413493449; industry median ROIC: 8.170542376375224
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.08424575301555647
Base cash flow: 13326621.44976685
DCF price per share: base 0.0004792411754804209, conservative 0.0004129348482465686, aggressive 0.0005596418785821256
Financial scorecard for HCTI (Healthcare — Health Information Services, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 1.62
Market cap: 3285008 (USD: 3285008)
P/E ratio: 0.006677589117267402
P/B ratio: 0.10351132455357989
Debt to equity: 0.20629999999999998
Current ratio: 0.9
Interest coverage ratio: -41.15294117647059
Buffett classification: The Gruesome
Analyst consensus upside (%): 85.87360594795538
Rule of 40 score: 144.08032754002807
Altman Z-score: -0.8423920953035695 (Distress Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -4.07913770681837
Total shareholder yield (%): -4.07913770681837 (Minimal or Negative)
Momentum (%): 1m -14.736842105263149, 3m -26.027397260273965, 6m -91.48264984227129, 12m -99.79919678714859, composite -72.42484572051556 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 6, short score 10, recommendation: Neutral
Revenue growth 1y (%): 166.0637149028078
Revenue deceleration: no
Accrual ratio: 0.013372465937141635
FCF conversion rate: 1.1110035495321071
Beneish M-score: 0.7579698974334103 (Strong Manipulation Signal)
ROE (%): -19.78895611500455
Net margin (%): -62.89193302891933
Asset turnover: 0.19154891251530642
Equity multiplier (leverage): 1.6426621541801696
ROE archetype: Low Return
Treasury beta 1y: 0.0041516949845838156 (R-squared: 0.00010025546508731876)
Dividend increase streak (years): 0
ROIC (%): -59.12898284313726 (pretax: -74.8468137254902)
Incremental ROIC 3y (%): 30.432827926657264 (pretax: 38.522566995768685)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 0, P/B 4.2105263157894735, ROIC 50.526315789473685, revenue growth 1y 2.1052631578947367, 6m momentum 79.47368421052632
Sector percentiles: P/E 0.10744985673352436, 6m momentum 80.121776504298
Industry median P/E: 8.33027298322928; industry median ROIC: 0.6291287571896624
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.09888075862224605
Base cash flow: -8777000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for HIAG.SW (Real Estate — Real Estate - Diversified, Switzerland)
Report date: 2025-12-31 (annual)
Stock price: 163.65853658536585
Market cap: 1357393920 (USD: 1718220151.898734)
P/E ratio: 12.856221218660316
P/B ratio: 0.9680117134529556
Debt to equity: 0.6459
Current ratio: 0.72
Interest coverage ratio: 4.928996629132898
Return on net tangible assets (%): 9.49822985538987
Buffett classification: The Great
Analyst consensus upside (%): -0.2076483820730144
Rule of 40 score: 42.05795326218686
Piotroski F-score: 6 (Neutral)
Dividend yield (%): 2.4560298605138886
Buyback yield (%): 0
Debt paydown yield (%): -7.669926141345256
Total shareholder yield (%): -5.213896280831367 (Minimal or Negative)
Momentum (%): 1m -2.094967035342429, 3m -8.628802895802806, 6m 7.161412268909265, 12m 21.04694682374218, composite 7.38990425205873 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: 0.049318418293863485
FCF conversion rate: 0.1625038008774597
Beneish M-score: -2.7294164171967012 (Likely Safe)
ROE (%): 10.488504014601988
Net margin (%): 81.21198865480407
Asset turnover: 0.07251137654006687
Equity multiplier (leverage): 1.7810956941828042
ROE archetype: Standard Business
P/E z-score: 4.423308780623053
FCF z-score: 4.423308780623054
Treasury beta 1y: -0.04366182156220074 (R-squared: 0.004451445788504937)
Dividend increase streak (years): 5
ROIC (%): 3.273162793473027 (pretax: 3.5139900007874196)
Incremental ROIC 3y (%): 7.67799372954113 (pretax: 8.198285267502236)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 48.64864864864865, P/B 44.5945945945946, ROIC 39.189189189189186, revenue growth 1y , 6m momentum 16.216216216216218
Sector percentiles: P/E 37.34472049689441, 6m momentum 19.875776397515526
Industry median P/E: 0.1786011340287656; industry median ROIC: 2.960519784941141
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.05
Base cash flow: 145148101.26582277
DCF price per share: base 1612.4794180845288, conservative 721.1505496225305, aggressive 3579.357403451422
Financial scorecard for HOLCO.AS (Basic Materials — Specialty Chemicals, Netherlands)
Report date: 2026-03-31 (annual)
Stock price: 93.10344827586206
Market cap: 69688432 (USD: 80101645.9770115)
P/E ratio: 25.258975450546334
P/B ratio: 1.2664776546477008
Debt to equity: 0.0143
Current ratio: 3.54
Interest coverage ratio: 68.11940298507461
Return on net tangible assets (%): 4.512671210216371
Buffett classification: The Gruesome
Rule of 40 score: -0.2983123230332452
Altman Z-score: 6.105354847014285 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 7.5946418171228895, earnings yield % 8.6920939500081, rank 2773
Dividend yield (%): 8.456209776681444
Buyback yield (%): 0
Debt paydown yield (%): -0.14065711670831513
Total shareholder yield (%): 8.315552659973129 (Moderate Return)
Momentum (%): 1m -5.813953488372097, 3m -8.49261083743843, 6m -8.49261083743843, 12m -26.82576880769048, composite -13.0980208770634 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 6, short score 4, recommendation: Neutral
Revenue growth 1y (%): 2.603336194951833
Net income growth 1y (%): -37.4494077239818
Revenue CAGR 3y (%): 1.1338524701722141
Net income CAGR 3y (%): -14.376257992527485
FCF CAGR 3y (%): nan
Revenue deceleration: yes
Revenue growth consistency score: 9.192177212131725
Accrual ratio: 0.08656815130528041
FCF conversion rate: -0.9078645235361653
Beneish M-score: -1.982968049863139 (Likely Safe)
ROE (%): 5.739180351909046
Net margin (%): 3.196125019494161
Asset turnover: 1.4196681915653229
Equity multiplier (leverage): 1.2648506895994187
ROE archetype: Standard Business
P/E z-score: 5.459493716243974
Treasury beta 1y: -0.035985918000386856 (R-squared: 0.0016149403827646744)
Dividend increase streak (years): 1
ROIC (%): 6.7953142987179955 (pretax: 8.927139364303176)
Incremental ROIC 3y (%): -22.311214234560556 (pretax: -24.357143829988114)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 59.06976744186046, P/B 41.16279069767442, ROIC 36.51162790697675, revenue growth 1y 26.27906976744186, 6m momentum 63.72093023255814
Sector percentiles: P/E 31.787895613548027, 6m momentum 33.75902276513048
Industry median P/E: 0.2375559102197765; industry median ROIC: 5.779832452013451
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.07581083461758041
Base cash flow: 3135632.183908046
DCF price per share: base 83.13834556142757, conservative 74.08357857682786, aggressive 94.41576690130654
Financial scorecard for HOLN.SW (Basic Materials — Building Materials, Switzerland)
Report date: 2025-12-31 (annual)
Stock price: 90.26829268292683
Market cap: 40942317568 (USD: 51825718440.506325)
P/E ratio: 137.30560578661846
P/B ratio: 2.611053135109108
Debt to equity: 0.5749
Current ratio: 1.32
Interest coverage ratio: 6.299435028248587
Return on net tangible assets (%): 164.7087261300459
Buffett classification: The Good
Analyst consensus upside (%): -14.975898854207829
Rule of 40 score: 21.55303768302575
Altman Z-score: 2.174798945314155 (Grey Zone)
Piotroski F-score: 1 (Weak)
Magic formula: return on capital % 14.935369365749112, earnings yield % 6.2101574371227795, rank 2018
Dividend yield (%): 4.186377571697703
Buyback yield (%): 0
Debt paydown yield (%): 6.395936038782385
Total shareholder yield (%): 10.582313610480089 (High Return)
Momentum (%): 1m -2.0400360756019054, 3m 0.31221159025488465, 6m -6.377903085844561, 12m 12.390782063848995, composite 2.888550450793472 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 9, short score 2, recommendation: Long
Revenue deceleration: no
Accrual ratio: 0.28362504127942634
FCF conversion rate: 0.13033962264150942
Beneish M-score: -2.872066360756477 (Likely Safe)
Equity multiplier (leverage): 2.089213552999689
ROE archetype: Standard Business
P/E z-score: 4.45591187485758
FCF z-score: 4.45591187485757
Treasury beta 1y: -0.11780504697434376 (R-squared: 0.01637441029106081)
Dividend increase streak (years): 0
ROIC (%): 7.4847671176288335 (pretax: 11.515026334813589)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 73.80952380952381, P/B 67.46031746031747, ROIC 35.714285714285715, revenue growth 1y , 6m momentum 40.476190476190474
Sector percentiles: P/E 36.1188228761799, 6m momentum 31.843420322043308
Industry median P/E: 0.40903784698558243; industry median ROIC: 6.160009846970938
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.0745943314470103
Base cash flow: 17250632911.392403
DCF price per share: base 611.9198990180743, conservative 531.2691612538631, aggressive 712.8342654433119
Financial scorecard for HONDAPOWER.NS (Industrials — Specialty Industrial Machinery, India)
Report date: 2026-03-31 (annual)
Stock price: 21.564822460776217
Market cap: 21190903808 (USD: 224575072.14921576)
P/E ratio: 0.30788852675206607
P/B ratio: 2.3218758973225584
Debt to equity: 0.0012
Current ratio: 3.36
Interest coverage ratio: 365.5
Return on net tangible assets (%): 4.627535271991103
Buffett classification: The Gruesome
Rule of 40 score: -8.502255273112278
Altman Z-score: 7.216738735783396 (Safe Zone)
Piotroski F-score: 3 (Weak)
Magic formula: return on capital % 3.3400923735496217, earnings yield % 0.012318372083761693, rank 2634
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -6.80863555883403, 3m -9.568423412189198, 6m -2.5248988206736427, 12m -33.22746945347516, composite -13.480779081380353 (Strong Downtrend)
Lynch category: Slow Grower (confidence: High)
Screener: long score 4, short score 6, recommendation: Neutral
Revenue growth 1y (%): -1.2181834029869054
Net income growth 1y (%): -27.151149712432687
Revenue CAGR 3y (%): -15.044757708632284
Net income CAGR 3y (%): -13.071788468199308
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 11.550659960646831
Beneish M-score: 0.6213395894430531 (Strong Manipulation Signal)
ROE (%): 3.350884399467244
Net margin (%): 10.176539522927456
Asset turnover: 0.2563722354674265
Equity multiplier (leverage): 1.2843646140632585
ROE archetype: Low Return
P/E z-score: 4.145827560329299
Treasury beta 1y: -0.019467875197199287 (R-squared: 0.0005001218797215417)
Dividend increase streak (years): 0
ROIC (%): 11.561506421193457 (pretax: 15.42194092827004)
Incremental ROIC 3y (%): -78.03485004099701 (pretax: -107.26757072213088)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 35.26011560693642, P/B 49.32562620423892, ROIC 33.140655105973025, revenue growth 1y 38.34296724470135, 6m momentum 48.747591522158
Sector percentiles: P/E 30.51715309779826, 6m momentum 44.060419866871484
Industry median P/E: 0.34832165205981025; industry median ROIC: 8.620128805291433
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.08815016343478908
Base cash flow: 3924332.3442136506
DCF price per share: base 0.09775152316485361, conservative 0.09148747789138442, aggressive 0.1052720653349811
Financial scorecard for IAM.PA (Communication Services — Telecom Services, Morocco)
Report date: 2025-12-31 (annual)
Stock price: 10.045977011494253
Market cap: 7682120704 (USD: 9037789063.529411)
P/E ratio: 16.666666666666668
P/B ratio: 0.36172703845067583
Debt to equity: 0.7909
Current ratio: 0.39
Interest coverage ratio: 14.330484330484332
Return on net tangible assets (%): -2165.9259259259265
Buffett classification: The Good
Rule of 40 score: 36.954430473558354
Altman Z-score: 0.9969416978370987 (Distress Zone)
Piotroski F-score: 8 (Strong)
Magic formula: return on capital % 126.96676482961713, earnings yield % 60.066585053853906, rank 11
Dividend yield (%): 16.36266922160561
Buyback yield (%): 0
Debt paydown yield (%): 26.50920010850171
Total shareholder yield (%): 42.871869330107316 (High Return)
Momentum (%): 1m -2.8888888888888875, 3m -9.057471264367813, 6m -17.718664477285166, 12m -15.286900200693305, composite -13.180988870644043 (Moderate Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 9, short score 4, recommendation: Long
Revenue growth 1y (%): 12.920288514888089
Net income growth 1y (%): 236.4033613445378
Revenue CAGR 3y (%): 4.390011112401626
Net income CAGR 3y (%): 34.03107763349209
FCF CAGR 3y (%): 26.838453363919502
Revenue deceleration: no
Revenue growth consistency score: 10.00970011962578
Accrual ratio: -0.016970588807574495
FCF conversion rate: 1.1479237662501578
Beneish M-score: -2.4773938633837864 (Likely Safe)
ROE (%): 38.32714794294828
Net margin (%): 20.937054066909784
Asset turnover: 0.5479530901503705
Equity multiplier (leverage): 3.340777469558053
ROE archetype: Leverage-Driven Returns
P/E z-score: 5.838207470297025
FCF z-score: 4.911483571658139
Treasury beta 1y: -0.03303187437251147 (R-squared: 0.002359328131884137)
Dividend increase streak (years): 0
ROIC (%): 23.229129662522205 (pretax: 35.73712255772647)
Incremental ROIC 3y (%): 33.12166794503945 (pretax: 50.95641222313761)
Capital allocation category: High-Efficiency Compounder
Industry percentiles: P/E 37.81512605042017, P/B 7.563025210084033, ROIC 2.941176470588235, revenue growth 1y 12.184873949579831, 6m momentum 55.46218487394958
Sector percentiles: P/E 41.171684296175755, 6m momentum 53.702196908055335
Industry median P/E: 6.173333333333333; industry median ROIC: 6.697966332884982
Sector median P/E: 1.436628982900151; sector median ROIC: 4.830798676039866
WACC: 0.05
Base cash flow: 6880000000.000002
DCF price per share: base 355.23359887260443, conservative 247.30718721180276, aggressive 530.0012700739605
Financial scorecard for IBAB.BR (Healthcare — Medical Devices, Belgium)
Report date: 2025-12-31 (annual)
Stock price: 19.126436781609197
Market cap: 483229120 (USD: 568504847.0588236)
P/E ratio: 35.65826330532213
P/B ratio: 2.9069899464496327
Debt to equity: 0.9192
Current ratio: 0.99
Interest coverage ratio: 5.512170889220069
Return on net tangible assets (%): 20.402240749771046
Buffett classification: The Good
Analyst consensus upside (%): 8.503534956794972
Rule of 40 score: 34.417894383810236
Altman Z-score: 1.6007249930862377 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 39.06560811167636, earnings yield % 4.830132729052504, rank 974
Dividend yield (%): 1.4605907855884182
Buyback yield (%): 1.2687563199833651
Debt paydown yield (%): -16.18372865926071
Total shareholder yield (%): -13.454381553688926 (Minimal or Negative)
Momentum (%): 1m -1.2462908011869516, 3m 27.017263568987726, 6m 19.627168234064786, 12m 39.42942765324028, composite 29.277828548876055 (Strong Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 5, short score 4, recommendation: Neutral
Revenue growth 1y (%): 40.604857740927194
Net income growth 1y (%): 55.39329057030786
Revenue CAGR 3y (%): 23.821794764554085
Net income CAGR 3y (%): 32.46606153717089
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 21.941996656848442
Accrual ratio: 0.08268019905960529
FCF conversion rate: -3.013903071243422
Beneish M-score: -1.71508212182226 (Possible Manipulation)
ROE (%): 11.297166039804292
Net margin (%): 2.0528076752529527
Asset turnover: 1.0034283566229765
Equity multiplier (leverage): 5.484472700752325
ROE archetype: Standard Business
P/E z-score: 4.963964947486953
Treasury beta 1y: -0.09189740759767619 (R-squared: 0.006677984447685086)
Dividend increase streak (years): 2
ROIC (%): 8.418685899638186 (pretax: 12.410800170010956)
Incremental ROIC 3y (%): 6.004439934295273 (pretax: 9.237076136758708)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 25.222551928783382, P/B 37.98219584569733, ROIC 17.804154302670625, revenue growth 1y 11.572700296735905, 6m momentum 8.30860534124629
Sector percentiles: P/E 29.297994269340975, 6m momentum 14.648997134670488
Industry median P/E: 21.626420273203117; industry median ROIC: -5.9391058628332924
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.09434878082742706
Base cash flow: 20181176.470588237
DCF price per share: base 23.99749660590057, conservative 12.730460523520229, aggressive 44.14992823744323
Financial scorecard for IBG (Consumer Defensive — Beverages - Wineries & Distilleries, Australia)
Report date: 2024-12-31 (annual)
Stock price: 0.92
Market cap: 1661350 (USD: 1661350)
P/B ratio: 30.138626177833764
Debt to equity: 0.2687
Current ratio: 1.14
Interest coverage ratio: -10.58692856499267
Return on net tangible assets (%): -93.32176062475082
Buffett classification: The Gruesome
Rule of 40 score: -107.78139792837115
Altman Z-score: -2.8528083670921616 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 45.91966052299024
Total shareholder yield (%): 45.91966052299024 (High Return)
Momentum (%): 1m -19.29824561403508, 3m -17.117117117117118, 6m -81.7821782178218, 12m -94.06451612903226, composite -63.848152208420494 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 2, short score 9, recommendation: Short
Revenue growth 1y (%): -15.554448473822324
Revenue CAGR 3y (%): -12.483293829622033
Net income CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 21.529434239548674
Accrual ratio: -0.19042936403557256
FCF conversion rate: 0.615121806471585
Beneish M-score: -3.6136063496508877 (Likely Safe)
ROE (%): -156.30761609972706
Net margin (%): -87.72159114750978
Asset turnover: 0.5640324764550334
Equity multiplier (leverage): 3.1591447686585803
ROE archetype: Low Return
Treasury beta 1y: -0.005906958965757893 (R-squared: 0.00018382999289018613)
Dividend increase streak (years): 0
ROIC (%): -78.38904309406686 (pretax: -99.22663682793275)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 73.33333333333333, ROIC 90, revenue growth 1y 51.66666666666667, 6m momentum 85
Sector percentiles: P/E , 6m momentum 82.6937002172339
Industry median P/E: 8.540172771804777; industry median ROIC: 4.851856938633267
Sector median P/E: 1.0302878025850322; sector median ROIC: 7.163828537874342
WACC: 0.14187436388650249
Base cash flow: -1321619.8757763973
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for IEP.BR (Real Estate — Real Estate - Development, Belgium)
Report date: 2025-12-31 (annual)
Stock price: 5.333333333333333
Market cap: 40863492 (USD: 48074696.47058824)
P/E ratio: 120
P/B ratio: 0.7314011578107442
Debt to equity: 0.16140000000000002
Current ratio: 12.74
Interest coverage ratio: 3.9065155807365435
Return on net tangible assets (%): 1.745066710933123
Buffett classification: The Great
Rule of 40 score: 48.99565942985181
Altman Z-score: 2.2043264235559326 (Grey Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 1.5698864322869606
Total shareholder yield (%): 1.5698864322869606 (Low Return)
Momentum (%): 1m -5.691056910569107, 3m -11.794871794871801, 6m -9.174917491749177, 12m -14.465408805031451, composite -10.091209311111788 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 3, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.675847567332493 (Likely Safe)
ROE (%): 1.4551402387058754
Net margin (%): 15.160297047636298
Asset turnover: 0.07405112461051856
Equity multiplier (leverage): 1.2961804922978184
ROE archetype: Low Return
P/E z-score: 4.764672559429927
FCF z-score: 5.665694198520714
Treasury beta 1y: -0.0914019425570061 (R-squared: 0.00897908448133089)
Dividend increase streak (years): 2
ROIC (%): 5.393236785945378 (pretax: 7.500271946045903)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 50.76335877862596, P/B 47.70992366412214, ROIC 24.427480916030532, revenue growth 1y , 6m momentum 45.038167938931295
Sector percentiles: P/E 51.94099378881988, 6m momentum 49.767080745341616
Industry median P/E: 0.7477477477477478; industry median ROIC: 1.4222722989118621
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.05
Base cash flow: 989411.7647058824
DCF price per share: base 7.699486458331555, conservative 6.794562987622848, aggressive 9.077023409866262
Financial scorecard for IFCN.SW (Technology — Scientific & Technical Instruments, Switzerland)
Report date: 2025-12-31 (annual)
Stock price: 197.31707317073173
Market cap: 3955584256 (USD: 5007068678.481012)
P/E ratio: 43.055678498716475
P/B ratio: 5.577276325841432
Debt to equity: 0.11869999999999999
Current ratio: 2.94
Interest coverage ratio: 113.28657921291622
Return on net tangible assets (%): 20.368517394438335
Buffett classification: The Great
Analyst consensus upside (%): 43.76408305921052
Rule of 40 score: 24.455861064614382
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 27.185333523823818, earnings yield % 3.6679856631460277, rank 1605
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -9.189301552106418, 3m 12.95687522092615, 6m 23.88181499235325, 12m 46.863093842922645, composite 32.85437685447808 (Strong Uptrend)
Lynch category:  (confidence: Medium)
Screener: long score 12, short score 1, recommendation: Long
Revenue deceleration: no
Beneish M-score: -2.7426022103720427 (Likely Safe)
ROE (%): 22.531616163942637
Net margin (%): 12.737730345917786
Asset turnover: 1.297138013509227
Equity multiplier (leverage): 1.3636851356415434
ROE archetype: Balanced Compounder
P/E z-score: 4.292292492595368
FCF z-score: 4.292292492595368
Treasury beta 1y: 0.018263295942066306 (R-squared: 0.00020193078520669867)
Dividend increase streak (years): 0
ROIC (%): 26.10169599054914 (pretax: 32.52522677297208)
Incremental ROIC 3y (%): 9.869460838352072 (pretax: 15.062395944487786)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 45.25547445255474, P/B 56.934306569343065, ROIC 5.839416058394161, revenue growth 1y , 6m momentum 22.62773722627737
Sector percentiles: P/E 47.81448114781448, 6m momentum 17.550884217550884
Industry median P/E: 0.9334334334334333; industry median ROIC: 7.349148361525377
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.13029446018801122
Base cash flow: 108737974.68354431
DCF price per share: base 78.15519332179245, conservative 55.07114014002105, aggressive 113.10826300469802
Financial scorecard for IMMO.BR (Real Estate — Real Estate - Development, Belgium)
Report date: 2025-12-31 (annual)
Stock price: 25.28735632183908
Market cap: 225008384 (USD: 264715745.88235295)
P/E ratio: 5.9201410757022295
P/B ratio: 0.5291474172264162
Debt to equity: 1.7153
Current ratio: 1.87
Interest coverage ratio: 3.48259617901073
Return on net tangible assets (%): 12.001610674886662
Buffett classification: The Great
Analyst consensus upside (%): 24.172340425531903
Rule of 40 score: 46.97810529261728
Piotroski F-score: 9 (Strong)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 41.575038784628894
Total shareholder yield (%): 41.575038784628894 (High Return)
Momentum (%): 1m 3.2863849765258237, 3m -3.773776828399961, 6m -13.011494252873568, 12m -9.115209836941995, composite -9.597423232043669 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: -0.07821584076079952
FCF conversion rate: 3.2135469893308266
Beneish M-score: -2.9190046304068185 (Likely Safe)
ROE (%): 12.102374752624701
Net margin (%): 14.654250619254858
Asset turnover: 0.24112506499508193
Equity multiplier (leverage): 3.425031929191011
ROE archetype: Standard Business
P/E z-score: 3.756144528229209
FCF z-score: 3.7561445282292056
Treasury beta 1y: 0.003838488034435199 (R-squared: 1.0648510600070671e-05)
Dividend increase streak (years): 0
ROIC (%): 3.8041703720657987 (pretax: 4.815405534260504)
Incremental ROIC 3y (%): 193.58692569525527 (pretax: 245.04276907996854)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 39.69465648854962, P/B 41.603053435114504, ROIC 31.297709923664126, revenue growth 1y , 6m momentum 51.526717557251914
Sector percentiles: P/E 29.11490683229814, 6m momentum 55.590062111801245
Industry median P/E: 0.7477477477477478; industry median ROIC: 1.4222722989118621
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.05
Base cash flow: 61012941.176470585
DCF price per share: base 634.3370629731689, conservative 263.80487592604516, aggressive 1451.9831949001832
Financial scorecard for IMMP (Healthcare — Biotechnology, Australia)
Report date: 2026-03-31 (quarterly)
Stock price: 0.38
Market cap: 56664584 (USD: 56664584)
Debt to equity: 0.012199999999999999
Current ratio: 2.97
Buffett classification: The Gruesome
Analyst consensus upside (%): 328.57142857142856
Rule of 40 score: 0
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -2.5641025641025665, 3m -33.33333333333333, 6m -88.01261829652998, 12m -77.6470588235294, composite -66.13492505309169 (Strong Downtrend)
Lynch category:  (confidence: Low)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
Treasury beta 1y: -0.007550379465068003 (R-squared: 0.0006554742259398982)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y , 6m momentum 78.33935018050542
Sector percentiles: P/E , 6m momentum 79.65616045845272
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.15
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for INMD (Healthcare — Medical Devices, Israel)
Report date: 2026-03-31 (quarterly)
Stock price: 15.17
Market cap: 871983296 (USD: 871983296)
P/E ratio: 10.133333333333333
P/B ratio: 3.7577520202306833
Debt to equity: 0.0073
Current ratio: 8.8
Return on net tangible assets (%): 1.7489523677019239
Buffett classification: The Great
Analyst consensus upside (%): 12.061403508771933
Rule of 40 score: -5.267770445805596
Altman Z-score: 19.572921433925643 (Safe Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 1.6360477148044748, earnings yield % 0.7409898492186082, rank 2235
Dividend yield (%): 0
Buyback yield (%): 1.1337823156033588
Debt paydown yield (%): 0.12144067049616605
Total shareholder yield (%): 1.255222986099525 (Low Return)
Momentum (%): 1m 2.569303583502372, 3m 5.347222222222219, 6m 8.745519713261654, 12m 4.404679972470754, composite 5.294047724766704 (Flat)
Lynch category: Slow Grower (confidence: Low)
Screener: long score 6, short score 2, recommendation: Neutral
Revenue growth 1y (%): 22.98458512826467
Net income growth 1y (%): -25.821679014715425
Revenue deceleration: no
Accrual ratio: -0.004829264309776246
FCF conversion rate: 1.3158623075592457
Beneish M-score: -1.9233304120488017 (Likely Safe)
ROE (%): 1.7254731386834588
Net margin (%): 14.09707743516588
Asset turnover: 0.10845612565578269
Equity multiplier (leverage): 1.1285609820790774
ROE archetype: Low Return
P/E z-score: 4.663851637765528
FCF z-score: 4.663851637765525
Treasury beta 1y: -0.0017832052344792472 (R-squared: 0.0005235488956633989)
Dividend increase streak (years): 0
ROIC (%): 53.359908550908166 (pretax: 62.74257665826537)
Incremental ROIC 3y (%): -56.51498443391554 (pretax: -74.6418168826503)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 13.353115727002967, P/B 44.80712166172107, ROIC 0.2967359050445104, revenue growth 1y 18.397626112759642, 6m momentum 12.166172106824925
Sector percentiles: P/E 19.806590257879655, 6m momentum 20.7378223495702
Industry median P/E: 21.626420273203117; industry median ROIC: -5.9391058628332924
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.15
Base cash flow: 29419496.855345912
DCF price per share: base 2.2212121481484672, conservative 2.130122184071671, aggressive 2.322699458434641
Financial scorecard for INNOVANA.NS (Technology — Software - Application, India)
Report date: 2026-03-31 (annual)
Stock price: 3.5543971924029734
Market cap: 7114271232 (USD: 75394989.74141586)
P/E ratio: 0.1912137731390634
P/B ratio: 2.3713590542779044
Debt to equity: 0.20739999999999997
Current ratio: 2.38
Interest coverage ratio: 7.6644523337616794
Return on net tangible assets (%): 16.319416440393937
Buffett classification: The Great
Rule of 40 score: 26.13335155595545
Altman Z-score: 5.24225952763948 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 0.3515555912854731, earnings yield % 0.0003844830474394541, rank 3031
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 10.377658979743897, 3m -13.66516459490416, 6m -7.149612856942586, 12m -45.53517470539737, composite -23.823570363639885 (Strong Downtrend)
Lynch category: Slow Grower (confidence: Low)
Screener: long score 4, short score 7, recommendation: Neutral
Revenue growth 1y (%): 15.907166172522613
Net income growth 1y (%): -22.660265211116602
Revenue CAGR 3y (%): 13.28295407268909
Net income CAGR 3y (%): 7.251083430143557
Revenue deceleration: no
Revenue growth consistency score: 12.76521902810061
Accrual ratio: 0.07326484885384393
FCF conversion rate: 0.3547149827099386
Beneish M-score: -2.1522776512937427 (Likely Safe)
ROE (%): 14.891859790185777
Net margin (%): 28.82930206473712
Asset turnover: 0.39383104513596595
Equity multiplier (leverage): 1.3116104315401211
ROE archetype: Standard Business
P/E z-score: 4.643418921012911
FCF z-score: 2.8267083624767184
Treasury beta 1y: 0.06433478021190497 (R-squared: 0.0020942308372262955)
Dividend increase streak (years): 0
ROIC (%): 8.045931913212934 (pretax: 10.794831090149163)
Incremental ROIC 3y (%): -1.0707655777197629 (pretax: 0.7532602640081081)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 18.059299191374663, P/B 35.04043126684636, ROIC 36.92722371967655, revenue growth 1y 23.045822102425877, 6m momentum 32.21024258760108
Sector percentiles: P/E 18.81881881881882, 6m momentum 40.10677344010677
Industry median P/E: 2.1394954536591486; industry median ROIC: 6.21806735836372
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.05735149479558753
Base cash flow: 4438883.001271726
DCF price per share: base 0.163081357075801, conservative 0.08291860674133586, aggressive 0.32408990809165167
Financial scorecard for IPN.PA (Healthcare — Drug Manufacturers - Specialty & Generic, France)
Report date: 2025-12-31 (annual)
Stock price: 186.32183908045977
Market cap: 13443755008 (USD: 15816182362.352942)
P/E ratio: 26.039363113666518
P/B ratio: 2.2434922596153846
Debt to equity: 0.2238
Current ratio: 1.96
Interest coverage ratio: 21.334085778781034
Return on net tangible assets (%): 68.2036775106082
Buffett classification: The Great
Analyst consensus upside (%): 16.459023354564764
Rule of 40 score: 43.7554488281792
Altman Z-score: 4.44601461483615 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 46.053016275216834, earnings yield % 8.626355806760923, rank 388
Dividend yield (%): 0.8643418444538201
Buyback yield (%): 0.5035795427669846
Debt paydown yield (%): -3.638895281679524
Total shareholder yield (%): -2.2709738944587192 (Minimal or Negative)
Momentum (%): 1m 4.513217279174721, 3m -5.190946329095672, 6m 27.111519601138657, 12m 47.9297246575666, composite 21.15407201683477 (Strong Uptrend)
Lynch category:  (confidence: Medium)
Screener: long score 14, short score 0, recommendation: Strong Long (L/S Compounder)
Revenue deceleration: no
Beneish M-score: -2.4700739720238354 (Likely Safe)
Equity multiplier (leverage): 1.6070944999533103
ROE archetype: Standard Business
P/E z-score: 5.936332561532955
FCF z-score: 5.936332561532961
Treasury beta 1y: -0.03730335084626032 (R-squared: 0.0015707488558715742)
Dividend increase streak (years): 2
ROIC (%): 19.765985530098916 (pretax: 25.700222983629732)
Incremental ROIC 3y (%): 5.558303125615688 (pretax: 13.590217993022305)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 49.56011730205279, P/B 48.97360703812317, ROIC 10.850439882697946, revenue growth 1y , 6m momentum 14.95601173020528
Sector percentiles: P/E 26.71919770773639, 6m momentum 11.67621776504298
Industry median P/E: 0.8814835040505258; industry median ROIC: 5.747543732928968
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.06272218986639044
Base cash flow: 1134588235.2941177
DCF price per share: base 776.7526325069554, conservative 450.44548422701104, aggressive 1367.2181708986977
Financial scorecard for IPS.PA (Industrials — Consulting Services, France)
Report date: 2025-12-31 (annual)
Stock price: 40.02298850574713
Market cap: 1462778240 (USD: 1720915576.4705882)
P/E ratio: 8.896542223446756
P/B ratio: 0.8637960632014721
Debt to equity: 0.4311
Current ratio: 1.55
Interest coverage ratio: 10.777758220094345
Return on net tangible assets (%): -216.52347287435222
Buffett classification: The Great
Analyst consensus upside (%): 43.54444100340664
Rule of 40 score: 24.717318690587152
Altman Z-score: 1.9702614490197148 (Grey Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 55.0145104628074, earnings yield % 19.32649687812418, rank 98
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -5.474240579351246
Total shareholder yield (%): -5.474240579351246 (Minimal or Negative)
Momentum (%): 1m -4.733242134062916, 3m 1.7132686611776773, 6m 5.711824677341918, 12m -17.065967260153446, composite -1.8401240025977088 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 9, short score 3, recommendation: Long
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE (%): 12.708757070717514
Net margin (%): 7.461676847357761
Asset turnover: 0.89241940969272
Equity multiplier (leverage): 1.9085240377384616
ROE archetype: Standard Business
P/E z-score: 5.914305865412465
FCF z-score: 5.914305865412466
Treasury beta 1y: -0.03164997934937879 (R-squared: 0.0007506807150216329)
Dividend increase streak (years): 6
ROIC (%): 11.847789043386799 (pretax: 16.01484137275898)
Incremental ROIC 3y (%): 5.958661204487107 (pretax: 9.230380711928595)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 47.95918367346938, P/B 16.3265306122449, ROIC 42.857142857142854, revenue growth 1y , 6m momentum 15.306122448979592
Sector percentiles: P/E 46.95340501792115, 6m momentum 30.773169482846903
Industry median P/E: 0.2845441962964237; industry median ROIC: 13.853275023936842
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.06426037509691512
Base cash flow: 334737647.0588235
DCF price per share: base 248.62952898440417, conservative 182.69920316657826, aggressive 344.2237182668425
Financial scorecard for IUR.DE (Industrials — Conglomerates, Germany)
Report date: 2025-12-31 (annual)
Stock price: 2.0795454545454546
Market cap: 14535596 (USD: 17100701.17647059)
P/B ratio: 0.3002923840206187
Debt to equity: 2.0399000000000003
Current ratio: 0.82
Interest coverage ratio: -9.156030534351146
Return on net tangible assets (%): -15.777255612490427
Buffett classification: The Gruesome
Rule of 40 score: -1.0479217892579271
Altman Z-score: -0.365227943555928 (Distress Zone)
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -0.5434782608695595, 3m -12.332887700534766, 6m -2.3417880462079332, 12m -81.87062937062936, composite -32.14874583943482 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 0, short score 4, recommendation: Neutral
Revenue growth 1y (%): 7.965890800333342
Revenue CAGR 3y (%): -14.922682023883116
Revenue deceleration: no
Revenue growth consistency score: 19.831451731870413
Accrual ratio: -0.21479690129926776
FCF conversion rate: 0.32241190243324147
Beneish M-score: -4.601611690186695 (Likely Safe)
Equity multiplier (leverage): 2.8825950039605113
ROE archetype: Standard Business
Treasury beta 1y: -0.00023242147521163105 (R-squared: 4.81760895045955e-09)
Dividend increase streak (years): 1
ROIC (%): -41.885812292241326 (pretax: -53.02001555979915)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 10.830324909747292, ROIC 82.31046931407943, revenue growth 1y 14.079422382671481, 6m momentum 44.04332129963899
Sector percentiles: P/E , 6m momentum 43.75320020481311
Industry median P/E: 0.1475398300795126; industry median ROIC: 4.422331016216076
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.05775811279406385
Base cash flow: -6556470.588235287
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for JHG (Financial Services — Asset Management, United Kingdom)
Report date: 2026-03-31 (quarterly)
Stock price: 51.95
Market cap: 8004228608 (USD: 8004228608)
P/E ratio: 10.172277227722772
P/B ratio: 1.0507618961778957
Debt to equity: 0.0691
Current ratio: 3.89
Interest coverage ratio: 18.079365079365083
Return on net tangible assets (%): 10.93363757368321
Buffett classification: The Great
Analyst consensus upside (%): 3.0757251313996603
Rule of 40 score: -10.489491373039783
Altman Z-score: 2.559982660013925 (Grey Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 2.019380683494448
Total shareholder yield (%): 2.019380683494448 (Low Return)
Momentum (%): 1m 0.3864734299516963, 3m 0.8737864077669959, 6m 9.207483708219472, 12m 31.95326390652783, composite 13.84217766883742 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 6, short score 1, recommendation: Neutral
Revenue growth 1y (%): 12.500635237917779
Net income growth 1y (%): -10.351894649631532
Revenue deceleration: no
Accrual ratio: -0.01530023682961439
FCF conversion rate: 2.168539325842697
Beneish M-score: -2.9328243372017675 (Likely Safe)
ROE (%): 1.7785022927764207
Net margin (%): 15.478260869565217
Asset turnover: 0.08459265554834877
Equity multiplier (leverage): 1.3583122231076128
ROE archetype: Low Return
P/E z-score: 5.6200719915433535
FCF z-score: 5.62007199154335
Treasury beta 1y: -0.00037566885791188824 (R-squared: 6.0929177660612545e-05)
Dividend increase streak (years): 1
ROIC (%): 20.409629169561715 (pretax: 25.93480092690119)
Incremental ROIC 3y (%): 46.808217902459475 (pretax: 55.88706332831652)
Capital allocation category: High-Efficiency Compounder
Industry percentiles: P/E 39.56244302643574, P/B 64.35733819507749, ROIC 4.010938924339107, revenue growth 1y 15.679124886052872, 6m momentum 16.226071103008206
Sector percentiles: P/E 32.20382824624936, 6m momentum 22.89187790998448
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.11134124093832813
Base cash flow: 1263918918.9189188
DCF price per share: base 256.9401251397539, conservative 159.51055794274643, aggressive 426.38563520970666