speb/financial-data huggingface dataset:
Financial scorecard for OKE (Energy — Oil & Gas Midstream, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 93.16
Market cap: 58693861376 (USD: 58693861376)
P/E ratio: 15.921568627450979
P/B ratio: 2.5024250418285305
Debt to equity: 1.4964
Current ratio: 0.71
Interest coverage ratio: 3.2687927107061503
Return on net tangible assets (%): 2.536960895809641
Buffett classification: The Good
Analyst consensus upside (%): 7.534706672637712
Rule of 40 score: 6.8281881382318055
Altman Z-score: 0.9915741653607052 (Distress Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 3.1171257276913718, earnings yield % 1.5546310491473714, rank 1385
Dividend yield (%): 1.148331331759337
Buyback yield (%): 0
Debt paydown yield (%): -1.4243397527460027
Total shareholder yield (%): -0.27600842098666556 (Minimal or Negative)
Momentum (%): 1m 6.700263429160456, 3m 7.749248207263479, 6m 22.53058003419702, 12m 19.850765470217407, composite 14.201513998064774 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 3, short score 4, recommendation: Neutral
Revenue growth 1y (%): 19.582245430809397
Net income growth 1y (%): 12.301013024602025
Revenue deceleration: no
Accrual ratio: 0.010471359496900121
FCF conversion rate: 0.09020618556701031
Beneish M-score: -2.205498498572297 (Likely Safe)
ROE (%): 3.4445258228466162
Net margin (%): 8.06820544811811
Asset turnover: 0.14265373320281213
Equity multiplier (leverage): 2.992742526133564
ROE archetype: Low Return
P/E z-score: 4.712844672792641
FCF z-score: 4.71284467279263
Treasury beta 1y: -0.004174391547221778 (R-squared: 0.004739477863554582)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 8.11657529506388 (pretax: 10.526696439871987)
Incremental ROIC 3y (%): 6.62499612751702 (pretax: 8.533340880787954)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 29.411764705882355, P/B 42.016806722689076, ROIC 25.210084033613445, revenue growth 1y 25.210084033613445, 6m momentum 36.134453781512605
Sector percentiles: P/E 28.14667988107037, 6m momentum 29.23686818632309
Industry median P/E: 16.26732673267327; industry median ROIC: 6.903538781940697
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.06740460993734491
Base cash flow: 1824000000
DCF price per share: base 133.05182953365127, conservative 43.19236061994729, aggressive 310.3422167422135
Financial scorecard for ORCH.L (Financial Services — Credit Services, United Kingdom)
Report date: 2025-07-31 (annual)
Stock price: 0.0084
Market cap: 13346355 (USD: 17795140)
P/E ratio: 0.05714285714285714
Debt to equity: 1.5275
Current ratio: 2.06
Buffett classification: The Gruesome
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 12.00000000000001, 3m 7.172413793103445, 6m 5.3559322033898225, 12m 3.599999999999988, composite 1.6761153321644162 (Moderate Downtrend)
Lynch category:  (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Revenue growth consistency score: 7.93032884767015
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
Treasury beta 1y: -0.00027790801275596333 (R-squared: 2.3478572571887484e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 3.2520325203252036, P/B , ROIC , revenue growth 1y , 6m momentum 20.32520325203252
Sector percentiles: P/E 1.8365235385411276, 6m momentum 28.116916709777545
Industry median P/E: 1.1381675934474376; industry median ROIC: 3.60918150844996
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.05
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for OXSQ (Financial Services — Asset Management, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 1.44
Market cap: 151283872 (USD: 151283872)
P/B ratio: 1.4148105488010134
Debt to equity: 1.2321
Current ratio: 11.4
Return on net tangible assets (%): -20.707266704212863
Buffett classification: The Gruesome
Analyst consensus upside (%): 5.421686746987957
Rule of 40 score: 0
Piotroski F-score: 2 (Weak)
Dividend yield (%): 5.896689370827315
Buyback yield (%): 0
Debt paydown yield (%): -0.1560635624133153
Total shareholder yield (%): 5.740625808413999 (Moderate Return)
Momentum (%): 1m 12.499999999999993, 3m -20.000000000000004, 6m -15.294117647058824, 12m -22.994652406417117, composite -22.281639928698752 (Strong Downtrend)
Lynch category: Turnaround (confidence: Medium)
Screener: long score 0, short score 7, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: -0.03801191862127504
FCF conversion rate: 0.5639607031916111
Beneish M-score: -2.4998936600678467 (Likely Safe)
ROE (%): -19.000882733977395
Asset turnover: -0.0837225500793215
Equity multiplier (leverage): 2.179614143818835
ROE archetype: Low Return
Treasury beta 1y: -0.002878253126168269 (R-squared: 0.0008778106828118065)
Insider 90-day net shares: 289407 (net value USD: 333310.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 69.73564266180492, ROIC , revenue growth 1y , 6m momentum 68.91522333637192
Sector percentiles: P/E , 6m momentum 57.578892912571135
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.05864826939146299
Base cash flow: -18731067
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for OZ.V (Basic Materials — Gold, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 0.2269503546099291
Market cap: 26965596 (USD: 19399709.35251799)
P/B ratio: 2.672537134934178
Debt to equity: 0
Current ratio: 13.55
Return on net tangible assets (%): -10.218815686836447
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 90.38790405416904 (Safe Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -10.480693459416853, 3m -35.22458628841606, 6m -38.589904046725074, 12m -38.26950354609928, composite -34.952247952089294 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 9, recommendation: Short
Revenue deceleration: no
Accrual ratio: 0.02728653519540766
FCF conversion rate: 1.4501713162643963
Beneish M-score: -2.417627924085343 (Likely Safe)
ROE (%): -6.188875357966703
Asset turnover: 0
Equity multiplier (leverage): 1.0210362532803547
ROE archetype: Low Return
Treasury beta 1y: 0.008732412703503691 (R-squared: 0.0011535615593854696)
Insider 90-day net shares: 1813000 (net value USD: 528886.00)
Dividend increase streak (years): 0
ROIC (%): -29.65682655669643 (pretax: -37.54028678062839)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 29.036827195467424, ROIC 42.63456090651558, revenue growth 1y , 6m momentum 54.24929178470255
Sector percentiles: P/E , 6m momentum 62.29872293170461
Industry median P/E: 8.322060300477567; industry median ROIC: -7.9824265928961236
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.1019
Base cash flow: -13368775.18248175
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PAAS (Basic Materials — Gold, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 44.03
Market cap: 18552041472 (USD: 18552041472)
P/E ratio: 17.17665615141956
P/B ratio: 4.335837583276682
Debt to equity: 0.1149
Current ratio: 2.84
Interest coverage ratio: 23.333333333333332
Return on net tangible assets (%): 6.336687516997552
Buffett classification: The Great
Analyst consensus upside (%): 20.75298438934802
Rule of 40 score: 31.108723891595364
Altman Z-score: 6.042627750071029 (Safe Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 8.057553956834534, earnings yield % 2.265388879552691, rank 399
Dividend yield (%): 0.2947182878785975
Buyback yield (%): 0.09694680522322287
Debt paydown yield (%): 0.07537791016334011
Total shareholder yield (%): 0.46704300326516046 (Low Return)
Momentum (%): 1m -0.8109934669970701, 3m -21.1073284357642, 6m -31.331877729257645, 12m 51.30584192439862, composite 0.03458305381287611 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 8, short score 0, recommendation: Long
Revenue growth 1y (%): 53.584557968114495
Net income growth 1y (%): 178.19590481460983
Revenue deceleration: no
Accrual ratio: 0.005695381336740786
FCF conversion rate: 0.8752735229759301
Beneish M-score: -2.5637921787001376 (Likely Safe)
ROE (%): 6.321670215784334
Net margin (%): 39.60138648180242
Asset turnover: 0.11530649232629597
Equity multiplier (leverage): 1.3844194239221637
ROE archetype: Standard Business
P/E z-score: 2.649673121619426
FCF z-score: 3.4893975462540485
Treasury beta 1y: -0.004733165115003472 (R-squared: 0.0013518073736912364)
Insider 90-day net shares: -1000 (net value USD: -63855.00)
Dividend increase streak (years): 1
ROIC (%): 13.7869615032194 (pretax: 17.416590143862873)
Incremental ROIC 3y (%): 22.537976979646007 (pretax: 28.47463359031873)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 20.254957507082153, P/B 42.63456090651558, ROIC 15.155807365439095, revenue growth 1y 12.322946175637393, 6m momentum 43.76770538243626
Sector percentiles: P/E 29.428095502498614, 6m momentum 55.58023320377568
Industry median P/E: 8.322060300477567; industry median ROIC: -7.9824265928961236
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.130489562951347
Base cash flow: 852554744.5255474
DCF price per share: base 46.39603205962629, conservative 28.511183401912497, aggressive 76.75400350774885
Financial scorecard for PCA.L (Real Estate — REIT - Diversified, United Kingdom)
Report date: 2026-03-31 (annual)
Stock price: 0.024000000000000004
Market cap: 34812644 (USD: 45806110.526315786)
Current ratio: 4.12
Buffett classification: The Gruesome
Rule of 40 score: -107.46632058181055
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 11.219512195121991, 3m 4.470588235294129, 6m -12.512315270935936, 12m -13.786407766990278, composite -10.175039994677405 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.605816032521758 (Likely Safe)
Equity multiplier (leverage): 1.0558093549212713
ROE archetype: Standard Business
Treasury beta 1y: -0.0046470298514448725 (R-squared: 0.002759253107560558)
Insider 90-day net shares: 3773356 (net value USD: 9485990.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 13.793103448275861, ROIC , revenue growth 1y , 6m momentum 63.793103448275865
Sector percentiles: P/E , 6m momentum 54.81366459627329
Industry median P/E: 10.965219421101772; industry median ROIC: 2.9783457046174004
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.0546
Base cash flow: -6755263.157894737
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PCBL.NS (Basic Materials — Specialty Chemicals, India)
Report date: 2026-03-31 (annual)
Stock price: 3.2813790255986786
Market cap: 125081755648 (USD: 1325580284.527342)
P/E ratio: 0.49858471592108033
P/B ratio: 2.358121083329704
Debt to equity: 1.2412999999999998
Current ratio: 0.83
Interest coverage ratio: 1.5844957208378645
Return on net tangible assets (%): -12.028369899848016
Buffett classification: The Gruesome
Analyst consensus upside (%): 13261.649183715645
Rule of 40 score: -1.2922126102961702
Altman Z-score: 1.1922459610001765 (Distress Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 3.4168507502360237, earnings yield % 0.009156220052981657, rank 2685
Dividend yield (%): 1.8106557493272706
Buyback yield (%): 0
Debt paydown yield (%): 9.247774908880226
Total shareholder yield (%): 11.058430658207497 (High Return)
Momentum (%): 1m -0.8974597314033671, 3m 9.47624081788559, 6m 13.524679230612138, 12m -27.601851937761534, composite -1.3151012216071152 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 1, short score 4, recommendation: Neutral
Revenue growth 1y (%): -6.546492104969004
Net income growth 1y (%): -60.69767037934455
Revenue deceleration: no
Accrual ratio: -0.053785602987282834
FCF conversion rate: 4.289638456877398
Beneish M-score: -3.107161741731355 (Likely Safe)
ROE (%): 1.0014555316422629
Net margin (%): 1.9481525221919982
Asset turnover: 0.18292555517975942
Equity multiplier (leverage): 2.810181257231007
ROE archetype: Low Return
P/E z-score: 4.477641956210584
FCF z-score: 2.726290532664046
Treasury beta 1y: 0.0003696804993929867 (R-squared: 1.277769861940844e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 1
ROIC (%): 5.874319484918565 (pretax: 7.735331424343886)
Incremental ROIC 3y (%): -0.05250536106707097 (pretax: -0.05314911715846231)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 41.627906976744185, P/B 57.674418604651166, ROIC 43.25581395348837, revenue growth 1y 44.883720930232556, 6m momentum 27.906976744186046
Sector percentiles: P/E 15.435868961687952, 6m momentum 13.048306496390893
Industry median P/E: 0.2375559102197765; industry median ROIC: 5.779832452013451
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.07326247142603644
Base cash flow: -16355447.223399743
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PCG (Utilities — Utilities - Regulated Electric, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 17.85
Market cap: 47839973376 (USD: 47839973376)
P/E ratio: 12.100719424460433
P/B ratio: 1.319926757319123
Debt to equity: 1.8944999999999999
Current ratio: 1.22
Interest coverage ratio: 1.5866834170854272
Return on net tangible assets (%): -3.374531724727884
Buffett classification: The Gruesome
Analyst consensus upside (%): 36.56361474435195
Rule of 40 score: -49.14794917775096
Altman Z-score: 0.3577627664128733 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0.28010049033017254
Buyback yield (%): 0
Debt paydown yield (%): -3.6831124176251047
Total shareholder yield (%): -3.403011927294932 (Minimal or Negative)
Momentum (%): 1m 4.569420035149392, 3m 7.7898550724637845, 6m 20.121130551816975, 12m 30.291970802919728, composite 17.503175256755387 (Moderate Uptrend)
Lynch category: Fast Grower (confidence: High)
Screener: long score 0, short score 6, recommendation: Neutral
Revenue growth 1y (%): 0.06781959986437158
Net income growth 1y (%): 38.61566484517305
Revenue deceleration: no
Revenue growth consistency score: 10.565146248314491
Accrual ratio: 0.019663518320448457
FCF conversion rate: -2.7082785808147176
Beneish M-score: -2.3685638096995816 (Likely Safe)
ROE (%): 2.2496489542531966
Net margin (%): 12.893934259573026
Asset turnover: 0.04112476439662891
Equity multiplier (leverage): 4.242539354075826
ROE archetype: Low Return
P/E z-score: 4.749114349619224
Treasury beta 1y: -0.0027611352117930736 (R-squared: 0.002034104351195944)
Insider 90-day net shares: -114050 (net value USD: -1882469.00)
Dividend increase streak (years): 0
ROIC (%): 4.100787890466097 (pretax: 5.190870747425439)
Incremental ROIC 3y (%): 12.502851602600662 (pretax: 15.826394433671723)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 35.55555555555556, P/B 15.555555555555555, ROIC 80, revenue growth 1y 72.22222222222221, 6m momentum 10
Sector percentiles: P/E 34.274193548387096, 6m momentum 10.887096774193548
Industry median P/E: 17.96397344673207; industry median ROIC: 5.461095094053626
Sector median P/E: 8.380462724935732; sector median ROIC: 4.834251840514727
WACC: 0.05
Base cash flow: -4450000000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PCG.AX (Financial Services — Asset Management, Australia)
Report date: 2025-06-30 (annual)
Stock price: 0.513888888888889
Market cap: 83863104 (USD: 54812486.2745098)
P/E ratio: 2.9219530949634756
P/B ratio: 0.52050906932895
Debt to equity: 0.0189
Current ratio: 1.25
Return on net tangible assets (%): 7.993497389286404
Buffett classification: The Gruesome
Analyst consensus upside (%): 236.1973684210526
Rule of 40 score: -455.0690386626232
Piotroski F-score: 0 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 3.4915123456790265, 3m -1.4459665144596598, 6m -1.2792397660818542, 12m -3.0034722222222183, composite -3.000356116502347 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue growth 1y (%): -67.3177918740483
Revenue CAGR 3y (%): -45.650643030866014
Net income CAGR 3y (%): -12.406709866124487
FCF CAGR 3y (%): nan
Revenue deceleration: yes
Revenue growth consistency score: 41.242448079449616
Accrual ratio: 0.4886922435950098
FCF conversion rate: -3.8795645271036516
Beneish M-score: -3.2037374305033235 (Likely Safe)
Equity multiplier (leverage): 1.0237321117772191
ROE archetype: Standard Business
P/E z-score: 3.4035309210119307
Treasury beta 1y: -0.0018874083895230158 (R-squared: 0.0003123414115805565)
Insider 90-day net shares: 75810 (net value USD: 51247.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 19.051959890610757, P/B 19.78122151321787, ROIC , revenue growth 1y 33.63719234275296, 6m momentum 44.758432087511395
Sector percentiles: P/E 19.865494050698395, 6m momentum 43.27470253491981
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.051300000000000005
Base cash flow: 8645098.039215686
DCF price per share: base 2.886953989141184, conservative 2.3220543162036167, aggressive 3.7298151637560815
Financial scorecard for PCJEWELLER.NS (Consumer Cyclical — Luxury Goods, India)
Report date: 2026-03-31 (annual)
Stock price: 0.09578860445912468
Market cap: 90113761280 (USD: 954999589.6566342)
P/E ratio: 0.09622791651942228
P/B ratio: 0.8952871328698937
Debt to equity: 0.1427
Current ratio: 7.05
Interest coverage ratio: 4.893604213694507
Return on net tangible assets (%): 8.989463742157753
Buffett classification: The Great
Rule of 40 score: 33.00313322388693
Altman Z-score: 5.378149106555505 (Safe Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 2.222374160348056, earnings yield % 0.020775437247502804, rank 2719
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 13.386847519560044
Total shareholder yield (%): 13.386847519560044 (High Return)
Momentum (%): 1m 3.8400839683313017, 3m -3.5864645385216685, 6m -17.956925872053727, 12m -45.045581505522094, composite -22.873742471019753 (Strong Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 6, short score 2, recommendation: Neutral
Revenue growth 1y (%): 35.413001754821536
Net income growth 1y (%): 12.113230147792663
Revenue CAGR 3y (%): 5.665960800888392
FCF CAGR 3y (%): nan
Revenue deceleration: yes
Revenue growth consistency score: 171.89022211552606
Beneish M-score: -0.2690363445715994 (Strong Manipulation Signal)
ROE (%): 1.870385662293177
Net margin (%): 16.486941143485666
Asset turnover: 0.09839401746039157
Equity multiplier (leverage): 1.1529816191087867
ROE archetype: Low Return
P/E z-score: 2.624423699979098
Treasury beta 1y: 0.0003864121443825518 (R-squared: 1.272629028260865e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 5.586671610517353 (pretax: 7.071736215844751)
Incremental ROIC 3y (%): 43.06307427957899 (pretax: 54.51022060706201)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 13.559322033898304, P/B 26.27118644067797, ROIC 55.08474576271186, revenue growth 1y 12.711864406779661, 6m momentum 60.16949152542372
Sector percentiles: P/E 12.86509040333797, 6m momentum 63.17802503477051
Industry median P/E: 0.8294493588611236; industry median ROIC: 9.396498845488384
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.0661826761117422
Base cash flow: 77868800.33912674
DCF price per share: base 0.0021314684722302563, conservative 0.0015346433848956293, aggressive 0.003004821143036538
Financial scorecard for PCK.AX (Healthcare — Health Information Services, Australia)
Report date: 2025-06-30 (annual)
Stock price: 0.06944444444444445
Market cap: 21945768 (USD: 14343639.215686275)
Current ratio: 1.81
Buffett classification: The Gruesome
Rule of 40 score: 0
Piotroski F-score: 0 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.6944444444444503, 3m -35.18518518518518, 6m -62.4485596707819, 12m -73.78472222222221, composite -57.199754032448794 (Strong Downtrend)
Lynch category:  (confidence: Low)
Screener: long score 0, short score 3, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
Treasury beta 1y: -0.023975865271569075 (R-squared: 0.010940063680649668)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y , 6m momentum 74.73684210526315
Sector percentiles: P/E , 6m momentum 74.17621776504298
Industry median P/E: 8.33027298322928; industry median ROIC: 0.6291287571896624
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.07275000000000001
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PEP.SW (Consumer Defensive — Beverages - Non-Alcoholic, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 135.3658536585366
Market cap: 157090004992 (USD: 157090004992)
P/E ratio: 22.031677980231034
P/B ratio: 8.405594638194549
Debt to equity: 2.3895
Current ratio: 0.93
Interest coverage ratio: 17.491304347826087
Return on net tangible assets (%): -33.09234308248439
Buffett classification: The Great
Rule of 40 score: 30.307214179656757
Altman Z-score: 2.2820396088549377 (Grey Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 14.661078717201168, earnings yield % 2.071864168980111, rank 225
Dividend yield (%): 1.2400534331252993
Buyback yield (%): 0.18906358810996607
Debt paydown yield (%): -0.3093767805435808
Total shareholder yield (%): 1.1197402406916845 (Low Return)
Momentum (%): 1m -4.655355249204647, 3m -11.209710735433484, 6m -3.926848989090001, 12m -2.436799206054279, composite -4.269893041051522 (Flat)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 6, short score 5, recommendation: Neutral
Revenue growth 1y (%): 6.402358532077801
Net income growth 1y (%): 134.87099296325255
Revenue deceleration: no
Revenue growth consistency score: 1.4867488302638168
Accrual ratio: 0.01345390086835551
FCF conversion rate: 0.5009986684420772
Beneish M-score: -2.3033184265578406 (Likely Safe)
ROE (%): 13.715016207825412
Net margin (%): 12.42297671725735
Asset turnover: 0.2170305382906635
Equity multiplier (leverage): 5.086860247454687
ROE archetype: Standard Business
P/E z-score: 4.389681842937383
FCF z-score: 4.389681842937382
Treasury beta 1y: 0.03559242175843403 (R-squared: 0.002604318567697705)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 17.93268526491959 (pretax: 22.14616369545947)
Incremental ROIC 3y (%): 14.825914573242416 (pretax: 22.608327153300138)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 62, P/B 70, ROIC 30, revenue growth 1y 46, 6m momentum 52
Sector percentiles: P/E 54.670528602461985, 6m momentum 37.50905141202028
Industry median P/E: 2.7593939725427994; industry median ROIC: 12.736324283146052
Sector median P/E: 1.0302878025850322; sector median ROIC: 7.163828537874342
WACC: 0.05721931483497404
Base cash flow: 11945000000
DCF price per share: base 256.46776187182536, conservative 198.57123645644566, aggressive 338.72405028460594
Financial scorecard for PHIO (Healthcare — Biotechnology, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 1.04
Market cap: 12081941 (USD: 12081941)
P/B ratio: 0.8609552302271899
Debt to equity: 0
Current ratio: 18.32
Return on net tangible assets (%): -24.310533349532257
Buffett classification: The Gruesome
Analyst consensus upside (%): 1047.5409836065573
Rule of 40 score: 0
Altman Z-score: -4.814079883492328 (Distress Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 1.960784313725492, 3m -12.605042016806717, 6m -4.587155963302756, 12m -58.56573705179282, composite -25.518249260302095 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 2, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue deceleration: no
Accrual ratio: 0
FCF conversion rate: 1
Beneish M-score: -2.492737935494821 (Likely Safe)
ROE (%): -21.868939331858286
Asset turnover: 0
Equity multiplier (leverage): 1.062552924144336
ROE archetype: Low Return
Treasury beta 1y: -0.014404673463729043 (R-squared: 0.005807563480690865)
Insider 90-day net shares: 10000 (net value USD: 9900.00)
Dividend increase streak (years): 0
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 9.296028880866427, ROIC , revenue growth 1y , 6m momentum 31.40794223826715
Sector percentiles: P/E , 6m momentum 34.70630372492837
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.09145
Base cash flow: -8707000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PHOENIXLTD.NS (Real Estate — Real Estate - Diversified, India)
Report date: 2026-03-31 (annual)
Stock price: 20.754541701073496
Market cap: 719142715392 (USD: 7621266589.571853)
P/E ratio: 0.45420386893768394
P/B ratio: 3.7494439296767084
Debt to equity: 0.3721
Current ratio: 0.87
Interest coverage ratio: 5.885538076251768
Return on net tangible assets (%): 4.994122949665723
Buffett classification: The Good
Analyst consensus upside (%): 12643.231720108877
Rule of 40 score: 28.351372337251536
Altman Z-score: 5.23369944017334 (Safe Zone)
Piotroski F-score: 7 (Neutral)
Dividend yield (%): 0.124299388823364
Buyback yield (%): 0
Debt paydown yield (%): -0.2120426855987415
Total shareholder yield (%): -0.08774329677537751 (Minimal or Negative)
Momentum (%): 1m 3.300595048275659, 3m 9.984228812885103, 6m 10.065788482495762, 12m 24.029409936003425, composite 13.372172748786157 (Moderate Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 8, short score 2, recommendation: Long
Revenue growth 1y (%): 5.134918921033238
Net income growth 1y (%): 7.9304287799842665
Revenue CAGR 3y (%): 13.94443603914748
Net income CAGR 3y (%): -2.8626331085844003
Revenue deceleration: no
Revenue growth consistency score: 27.765106929468498
Beneish M-score: 0.5109996655996485 (Strong Manipulation Signal)
ROE (%): 3.3932645193398505
Net margin (%): 39.36120583993574
Asset turnover: 0.053963009134904476
Equity multiplier (leverage): 1.597545227595278
ROE archetype: Low Return
P/E z-score: 4.508800501967199
FCF z-score: 2.7458622275687703
Treasury beta 1y: -0.039076131070016576 (R-squared: 0.002031250334307231)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 9.864938251985821 (pretax: 12.875874666190262)
Incremental ROIC 3y (%): 20.76901628350304 (pretax: 38.794410723004546)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 37.83783783783784, P/B 78.37837837837837, ROIC 13.513513513513514, revenue growth 1y 24.324324324324326, 6m momentum 13.513513513513514
Sector percentiles: P/E 16.304347826086957, 6m momentum 17.468944099378884
Industry median P/E: 0.1786011340287656; industry median ROIC: 2.960519784941141
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.06284437988285259
Base cash flow: 55173611.69987285
DCF price per share: base 0.07655942470958489, conservative 0.035686869654828986, aggressive 0.1574945982424031
Financial scorecard for PHP.L (Real Estate — REIT - Healthcare Facilities, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.012666666666666666
Market cap: 2456308992 (USD: 3319336475.675676)
P/E ratio: 0.17953667953667954
P/B ratio: 0.009449838599530152
Debt to equity: 1.2956
Current ratio: 0.5
Return on net tangible assets (%): 4.705882352941176
Buffett classification: The Gruesome
Analyst consensus upside (%): 911452.6881720428
Rule of 40 score: 240.30013596545854
Piotroski F-score: 1 (Weak)
Dividend yield (%): 5.862454620692933
Buyback yield (%): 0
Debt paydown yield (%): -84.21171793682869
Total shareholder yield (%): -78.34926331613576 (Minimal or Negative)
Momentum (%): 1m 2.411347517730509, 3m 1.8840579710144931, 6m -5.319865319865313, 12m 5.318352059925088, composite -0.1990834273421577 (Flat)
Lynch category: Asset Play (confidence: High)
Screener: long score 3, short score 2, recommendation: Neutral
Revenue growth 1y (%): 160.38942167974426
Net income growth 1y (%): 213.77719182597227
Revenue CAGR 3y (%): 43.17709354040487
Net income CAGR 3y (%): 33.3403670834294
FCF CAGR 3y (%): 19.51727811356554
Revenue deceleration: no
Revenue growth consistency score: 91.7607031770389
Beneish M-score: -2.5196764831328045 (Likely Safe)
ROE (%): 6.219295494930491
Net margin (%): 53.125
Asset turnover: 0.05196206073645782
Equity multiplier (leverage): 2.2529724574056655
ROE archetype: Standard Business
P/E z-score: 4.778482909106642
FCF z-score: 4.778482909106643
Treasury beta 1y: 0.002189687414018237 (R-squared: 0.0017278614424033568)
Insider 90-day net shares: 8693 (net value USD: 11795.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 0, P/B 0, ROIC , revenue growth 1y 0, 6m momentum 80.76923076923077
Sector percentiles: P/E 12.732919254658384, 6m momentum 43.7111801242236
Industry median P/E: 25.7741935483871; industry median ROIC: 2.9483185016317277
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.05
Base cash flow: 162162162.16216215
DCF price per share: base 0.07590877777059861, conservative 0.02437431377198239, aggressive 0.18962887179320403
Financial scorecard for PLXS (Technology — Electronic Components, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 254.45
Market cap: 6808171008 (USD: 6808171008)
P/E ratio: 29.697947214076244
P/B ratio: 3.6375657869109945
Debt to equity: 0.1797
Current ratio: 1.54
Interest coverage ratio: 18.070426651081238
Return on net tangible assets (%): 3.799906027654719
Buffett classification: The Great
Analyst consensus upside (%): 44.78621506862843
Rule of 40 score: 9.472200883983923
Altman Z-score: 3.7896217759232607 (Safe Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 4.045002178284402, earnings yield % 0.9130316667689752, rank 1568
Dividend yield (%): 0
Buyback yield (%): 0.3090257276921796
Debt paydown yield (%): -1.0959184179176247
Total shareholder yield (%): -0.7868926902254451 (Minimal or Negative)
Momentum (%): 1m -11.214627167730901, 3m 0.1456234256926858, 6m 46.21882542236523, 12m 115.10694056978608, composite 62.88063418783432 (Strong Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 7, short score 4, recommendation: Neutral
Revenue growth 1y (%): 18.73011824479427
Net income growth 1y (%): 27.476774243083458
Revenue deceleration: no
Accrual ratio: 0.01032635724558786
FCF conversion rate: 0.32134754763195406
Beneish M-score: -2.4550464971803962 (Likely Safe)
ROE (%): 3.3531670763680452
Net margin (%): 4.280017220089761
Asset turnover: 0.35551195246142625
Equity multiplier (leverage): 2.2037152167568816
ROE archetype: Low Return
P/E z-score: 4.275783057354841
FCF z-score: 3.6355121247220357
Treasury beta 1y: 0.011170365772816177 (R-squared: 0.013643289215323533)
Insider 90-day net shares: -22481 (net value USD: -6045509.00)
Dividend increase streak (years): 0
ROIC (%): 14.474651147360934 (pretax: 15.741648838386835)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 59.49367088607595, P/B 56.9620253164557, ROIC 19.831223628691983, revenue growth 1y 13.924050632911392, 6m momentum 16.033755274261605
Sector percentiles: P/E 43.67701034367701, 6m momentum 10.51051051051051
Industry median P/E: 0.3075109007312397; industry median ROIC: 6.761415373399656
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.09399672241432533
Base cash flow: 155413000
DCF price per share: base 88.35979925513126, conservative 79.6459793093317, aggressive 98.6891358275102
Financial scorecard for PMG.L (Energy — Oil & Gas E&P, United Kingdom)
Report date: 2025-12-31 (quarterly)
Stock price: 0.0029333333333333334
Market cap: 23492390 (USD: 31746472.972972974)
P/E ratio: 0.028957528957528955
P/B ratio: 0.006283319781483612
Debt to equity: 0.022799999999999997
Current ratio: 14.13
Buffett classification: The Gruesome
Analyst consensus upside (%): 3280566.6666666665
Rule of 40 score: 0
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 4.707790917568311
Total shareholder yield (%): 4.707790917568311 (Moderate Return)
Momentum (%): 1m 11.46666666666667, 3m -1.3333333333333464, 6m 44.71111111111111, 12m 35.66666666666667, composite 21.69610136452241 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.161124153664082 (Likely Safe)
Equity multiplier (leverage): 1.1828054333436284
ROE archetype: Standard Business
P/E z-score: 3.858418509382808
Treasury beta 1y: -0.0010163754163482492 (R-squared: 5.5140786831033295e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): -20.291217094835588 (pretax: -20.642018152696213)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 0.22522522522522523, P/B 3.3783783783783785, ROIC 61.711711711711715, revenue growth 1y , 6m momentum 12.387387387387387
Sector percentiles: P/E 0.29732408325074333, 6m momentum 11.892963330029731
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.12196791306623883
Base cash flow: 13846575.342465753
DCF price per share: base 1.4458683153558136, conservative 1.3371297646405227, aggressive 1.5697530895807201
Financial scorecard for PML (Financial Services — Asset Management, United States)
Report date: 2025-12-31 (annual)
Stock price: 7.29
Market cap: 484741248 (USD: 484741248)
P/E ratio: 731
P/B ratio: 0.4783194942757669
Debt to equity: 0.7273999999999999
Current ratio: 0.4
Return on net tangible assets (%): 3.379236099767173
Buffett classification: The Gruesome
Rule of 40 score: 1858.4029636521086
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.0004125912552834786
Total shareholder yield (%): 0.0004125912552834786 (Low Return)
Momentum (%): 1m -2.7999999999999994, 3m -2.27882037533512, 6m -0.5457025920873129, 12m 7.840236686390536, composite 2.707407531569249 (Moderate Uptrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 1, short score 5, recommendation: Neutral
Revenue growth 1y (%): 2776.5045342126955
Net income growth 1y (%): 5150.764525993884
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 2032.6180864893051
Accrual ratio: 0.2543047155326103
FCF conversion rate: -9.32859638905067
Beneish M-score: 21.567309539949242 (Strong Manipulation Signal)
Equity multiplier (leverage): 1.7884368049637283
ROE archetype: Standard Business
P/E z-score: 3.6790802227867028
Treasury beta 1y: -0.001719152559442774 (R-squared: 0.004868460797760769)
Insider 90-day net shares: 5000 (net value USD: 37500.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 66.90975387420237, P/B 17.958067456700093, ROIC , revenue growth 1y 0.09115770282588878, 6m momentum 42.20601640838651
Sector percentiles: P/E 59.75168132436627, 6m momentum 42.11070874288671
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.11136168461007664
Base cash flow: 34340000
DCF price per share: base 14.84892813175381, conservative 8.717318821829508, aggressive 25.51246021737667
Financial scorecard for PMO (Financial Services — Asset Management, United States)
Report date: 2026-04-30 (annual)
Stock price: 10.31
Market cap: 289280704 (USD: 289280704)
P/E ratio: 12.03529411764706
P/B ratio: 0.6253831942526643
Debt to equity: 0.0489
Current ratio: 2.32
Return on net tangible assets (%): 6.580140886248631
Buffett classification: The Gruesome
Rule of 40 score: 175.37205270354517
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -4.047733857837957
Total shareholder yield (%): -4.047733857837957 (Minimal or Negative)
Momentum (%): 1m -3.0103480714957693, 3m 0, 6m 0.5853658536585414, 12m 10.622317596566527, composite 4.880386615024951 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 1, recommendation: Neutral
Revenue growth 1y (%): 175.37205270354517
Net income growth 1y (%): 175.90609179130644
Revenue CAGR 3y (%): 38.95113799813552
Net income CAGR 3y (%): 40.206028989421874
Revenue deceleration: no
Revenue growth consistency score: 109.57471571721271
Beneish M-score: -2.543622327419342 (Likely Safe)
Equity multiplier (leverage): 1.051378018222875
ROE archetype: Standard Business
P/E z-score: 4.190165492042334
Treasury beta 1y: -0.0013875408825219297 (R-squared: 0.004294394530183327)
Insider 90-day net shares: 50 (net value USD: 528.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 44.758432087511395, P/B 22.060164083865086, ROIC , revenue growth 1y 3.646308113035551, 6m momentum 37.83044667274385
Sector percentiles: P/E 36.989136057941025, 6m momentum 39.26539058458355
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.08169828382417146
Base cash flow: 29492165
DCF price per share: base 50.403173140113985, conservative 27.38878221163919, aggressive 92.7574178626377
Financial scorecard for PPG.AX (Consumer Cyclical — Packaging & Containers, Australia)
Report date: 2024-06-30 (annual)
Stock price: 0.01388888888888889
Market cap: 3270379 (USD: 2180252.6666666665)
P/B ratio: 0.31367574132764425
Debt to equity: 1.7126
Current ratio: 1.04
Interest coverage ratio: -5.016832440703902
Return on net tangible assets (%): -63.71933741664907
Buffett classification: The Gruesome
Rule of 40 score: -14.821913167586382
Altman Z-score: -0.371999376442663 (Distress Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -537.6975679079051
Total shareholder yield (%): -537.6975679079051 (Minimal or Negative)
Momentum (%): 1m 0.6944444444444402, 3m -2.77777777777778, 6m 1.3888888888888886, 12m 4.861111111111119, composite 0.9163473818646265 (Flat)
Lynch category: Turnaround (confidence: High)
Screener: long score 0, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue growth 1y (%): -12.372204855991342
Revenue CAGR 3y (%): -15.909124541915165
Net income CAGR 3y (%): nan
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 3.505111633677145
Accrual ratio: -0.1851037913439367
FCF conversion rate: 0.13449520124990702
Beneish M-score: -2.88529459077332 (Likely Safe)
ROE (%): -49.78798280042761
Net margin (%): -18.214094546341528
Asset turnover: 1.1741896486648307
Equity multiplier (leverage): 2.327977062003528
ROE archetype: Low Return
Treasury beta 1y: 0.0012989455991971926 (R-squared: 2.546079412438132e-05)
Insider 90-day net shares: 9084386 (net value USD: 28161.00)
Dividend increase streak (years): 1
ROIC (%): -10.547453083109918 (pretax: -13.351206434316353)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 7.575757575757576, ROIC 85.60606060606061, revenue growth 1y 57.57575757575758, 6m momentum 45.45454545454545
Sector percentiles: P/E , 6m momentum 30.493741307371348
Industry median P/E: 0.3602172206668832; industry median ROIC: 5.740809626191375
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.05
Base cash flow: -28158000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for PRT (Energy — Oil & Gas E&P, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 2.22
Market cap: 27007926 (USD: 27007926)
P/E ratio: 10.833333333333334
P/B ratio: 1.4497378904738947
Debt to equity: 0
Current ratio: 28.44
Return on net tangible assets (%): 1.4815705671737014
Buffett classification: The Great
Rule of 40 score: -38.469686695713094
Altman Z-score: 444.7405303243219 (Safe Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -2.2026431718061596, 3m -21.554770318021195, 6m -31.269349845201234, 12m -41.11405835543766, composite -30.870639523903503 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 4, recommendation: Neutral
Revenue growth 1y (%): -61.87733671907958
Net income growth 1y (%): -72.44104638196147
Revenue deceleration: no
Beneish M-score: -2.913201283249606 (Likely Safe)
ROE (%): 1.4728509312893068
Net margin (%): 61.50488074779784
Asset turnover: 0.02384432845867416
Equity multiplier (leverage): 1.004301513655523
ROE archetype: Low Return
P/E z-score: 4.785371323947901
Treasury beta 1y: -0.0008263040369440129 (R-squared: 8.724166927923726e-05)
Insider 90-day net shares: -4884861 (net value USD: -21004902.00)
Dividend increase streak (years): 0
ROIC (%): 14.104481150427814 (pretax: 17.85377360813647)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 16.216216216216218, P/B 34.00900900900901, ROIC 8.558558558558559, revenue growth 1y 48.64864864864865, 6m momentum 67.11711711711712
Sector percentiles: P/E 22.497522299306244, 6m momentum 68.97918731417245
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.0689
Base cash flow: 4712736
DCF price per share: base 8.782687228676503, conservative 7.556871554215743, aggressive 10.355653032480836
Financial scorecard for PRU (Financial Services — Insurance - Life, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 119.96
Market cap: 41665122304 (USD: 41665122304)
P/E ratio: 9.936082474226804
P/B ratio: 0.9584331265971884
Debt to equity: 1.5897
Current ratio: 0.81
Return on net tangible assets (%): 2.3707783369733804
Buffett classification: The Gruesome
Analyst consensus upside (%): 9.846441170367306
Rule of 40 score: 5.654689831102205
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 1.2048446572105855
Buyback yield (%): 0.5904218838123586
Debt paydown yield (%): -0.36721361066378405
Total shareholder yield (%): 1.42805293035916 (Low Return)
Momentum (%): 1m 12.892904197252012, 3m 29.072519905315254, 6m 14.443808433505056, 12m 21.24519911057206, composite 16.971583875220276 (Flat)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue growth 1y (%): 14.840806677993656
Net income growth 1y (%): -18.328840970350402
Revenue deceleration: no
Accrual ratio: -0.0005223709925568631
FCF conversion rate: 1.6633663366336633
Beneish M-score: -2.5034059461926894 (Likely Safe)
ROE (%): 1.718953877574176
Net margin (%): 3.898108838286376
Asset turnover: 0.020200943906191527
Equity multiplier (leverage): 21.829239235264083
ROE archetype: Low Return
P/E z-score: 4.150292010150938
FCF z-score: 4.9323708456095
Treasury beta 1y: 0.0007922561778403428 (R-squared: 0.0002254966320055884)
Insider 90-day net shares: -13330 (net value USD: -1376393.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 56.25, P/B 39.0625, ROIC , revenue growth 1y 23.4375, 6m momentum 32.8125
Sector percentiles: P/E 31.453698913605795, 6m momentum 17.899637868598035
Industry median P/E: 2.40435505821866; industry median ROIC: 2.783940447395565
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.07757516691525743
Base cash flow: 3860000000
DCF price per share: base 357.03938622999465, conservative 328.322419556618, aggressive 392.8625484981803
Financial scorecard for PUMA.V (Basic Materials — Gold, Canada)
Report date: 2026-02-28 (annual)
Stock price: 0.0851063829787234
Market cap: 24307802 (USD: 17742921.16788321)
P/E ratio: 94.47995755597016
P/B ratio: 1.2473243179317253
Debt to equity: 0
Current ratio: 4.83
Return on net tangible assets (%): -5.681512672840224
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 22.421830746938586 (Safe Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -13.677811550151983, 3m -22.269503546099287, 6m -46.61508704061896, 12m 44.680851063829785, composite -0.42631892796711196 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 8, recommendation: Short
Revenue deceleration: no
Accrual ratio: 0.1471491530128654
FCF conversion rate: -1.3117142100025474
Beneish M-score: -1.3891650464360321 (Strong Manipulation Signal)
ROE (%): 1.6274321451137066
Asset turnover: 0
Equity multiplier (leverage): 1.024432045572823
ROE archetype: Low Return
P/E z-score: 1.075308303870907
Treasury beta 1y: -0.0011978855675969207 (R-squared: 2.365047967032924e-05)
Insider 90-day net shares: 783200 (net value USD: 79498.00)
Dividend increase streak (years): 0
ROIC (%): -5.005291264216374 (pretax: -6.335811726856168)
Incremental ROIC 3y (%): 2.547011379330574 (pretax: 3.224065037127307)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 24.929178470254957, P/B 12.181303116147308, ROIC 24.78753541076487, revenue growth 1y , 6m momentum 64.02266288951841
Sector percentiles: P/E 35.563575791227095, 6m momentum 68.54525263742364
Industry median P/E: 8.322060300477567; industry median ROIC: -7.9824265928961236
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.11400000000000002
Base cash flow: -1138549.6350364962
DCF price per share: base 0, conservative 0, aggressive 0