speb/financial-data huggingface dataset:
Financial scorecard for DYH.DE (Consumer Defensive — Discount Stores, United States)
Report date: 2026-04-30 (quarterly)
Stock price: 137.04545454545453
Market cap: 54775447552 (USD: 54775447552)
P/E ratio: 18.922410782875897
P/B ratio: 3.4912255380298873
Debt to equity: 1.1755
Current ratio: 0.93
Interest coverage ratio: 9.7008547008547
Return on net tangible assets (%): 3.409576090271424
Buffett classification: The Gruesome
Rule of 40 score: -17.917603213602497
Altman Z-score: 1.4961497977174143 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 3.108907636682371, earnings yield % 1.6096219710920547, rank 1355
Dividend yield (%): 0.9420279031223715
Buyback yield (%): 0
Debt paydown yield (%): 2.663602152433217
Total shareholder yield (%): 3.6056300555555887 (Low Return)
Momentum (%): 1m -1.4705882352941286, 3m 8.746162492241098, 6m 30.256777774389292, 12m 34.91850401162422, composite 25.311717764451164 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 0, short score 6, recommendation: Neutral
Revenue growth 1y (%): 6.697139981548261
Net income growth 1y (%): -24.613899613899616
Revenue deceleration: no
Revenue growth consistency score: 8.517935267516927
Accrual ratio: 0.01872340425531915
FCF conversion rate: -0.4084507042253521
Beneish M-score: -2.6213558125996514 (Likely Safe)
ROE (%): 4.797297297297297
Net margin (%): 3.0696065715520966
Asset turnover: 0.4330723404255319
Equity multiplier (leverage): 3.6087223587223587
ROE archetype: Low Return
P/E z-score: 4.752408330276185
FCF z-score: 3.971817243751809
Treasury beta 1y: -0.12127253145720683 (R-squared: 0.015995091598309318)
Insider 90-day net shares: -67000 (net value USD: -8718018.00)
Dividend increase streak (years): 0
ROIC (%): 12.8427888775731 (pretax: 16.52404172183292)
Incremental ROIC 3y (%): 29.307843085311404 (pretax: 43.89484607402283)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 42.42424242424242, P/B 24.242424242424242, ROIC 33.33333333333333, revenue growth 1y 48.484848484848484, 6m momentum 9.090909090909092
Sector percentiles: P/E 52.280955829109345, 6m momentum 5.792903692976104
Industry median P/E: 17.960177849712736; industry median ROIC: 12.316287845972834
Sector median P/E: 1.0302878025850322; sector median ROIC: 7.163828537874342
WACC: 0.07537935790906357
Base cash flow: 3112000000
DCF price per share: base 101.39086922318519, conservative 84.12648786563334, aggressive 122.92789822593997
Financial scorecard for DYL.AX (Energy — Uranium, Australia)
Report date: 2025-06-30 (annual)
Stock price: 0.9305555555555557
Market cap: 1305046272 (USD: 852971419.6078432)
Debt to equity: 0.0051
Current ratio: 41.28
Buffett classification: The Gruesome
Analyst consensus upside (%): 92.39520958083834
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 -12.38275613275613, 3m -34.86111111111111, 6m -41.93969610636276, 12m -21.059612983770275, composite -28.90131517865169 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Revenue growth consistency score: 21.835925889377982
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
Treasury beta 1y: 0.008376139927029305 (R-squared: 0.002290021926966115)
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 48.78048780487805
Sector percentiles: P/E , 6m momentum 72.74529236868187
Industry median P/E: 18.936598557423494; industry median ROIC: -13.899740371778044
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.0854
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for E.TO (Energy — Oil & Gas Equipment & Services, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 1.1843971631205674
Market cap: 135623824 (USD: 97571096.4028777)
P/E ratio: 29.256594724220626
P/B ratio: 1.0891929232161144
Debt to equity: 0.3234
Current ratio: 3.31
Interest coverage ratio: 6.215178525133347
Return on net tangible assets (%): 1.8242193882792888
Buffett classification: The Good
Analyst consensus upside (%): 144.9590163934426
Rule of 40 score: 0.5812637303033679
Altman Z-score: 1.897645998334452 (Grey Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 3.2847063462581825, earnings yield % 1.7850539486314627, rank 1242
Dividend yield (%): 0
Buyback yield (%): 0.645650575373837
Debt paydown yield (%): -1.596081845897994
Total shareholder yield (%): -0.950431270524157 (Minimal or Negative)
Momentum (%): 1m 18.439716312056742, 3m 15.901722391084114, 6m 21.07171000788021, 12m -3.546099290780127, composite 6.1368527158224415 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 5, short score 5, recommendation: Neutral
Revenue growth 1y (%): 19.561996218295107
Net income growth 1y (%): -16.785605196647058
Revenue deceleration: no
Accrual ratio: 0.02959303923857428
FCF conversion rate: -0.6189824986175253
Beneish M-score: -2.362287825184177 (Likely Safe)
ROE (%): 2.6815586270116194
Net margin (%): 20.067594469507046
Asset turnover: 0.09108609840794371
Equity multiplier (leverage): 1.4670329908155153
ROE archetype: Low Return
P/E z-score: 5.479420272134835
FCF z-score: 3.5527001020550983
Treasury beta 1y: 0.003219488689942906 (R-squared: 0.0010481692036570772)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 4.458438801271746 (pretax: 5.735220226423834)
Incremental ROIC 3y (%): 3.3498018965078953 (pretax: 4.416770348953966)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 51.515151515151516, P/B 30.303030303030305, ROIC 56.060606060606055, revenue growth 1y 20.454545454545457, 6m momentum 28.030303030303028
Sector percentiles: P/E 38.45391476709614, 6m momentum 30.723488602576808
Industry median P/E: 14.518489818761033; industry median ROIC: 5.879956809181115
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.07995598139487407
Base cash flow: -3236173.7226277366
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EA (Communication Services — Electronic Gaming & Multimedia, United States)
Report date: 2026-03-31 (annual)
Stock price: 208.93
Market cap: 52422107136 (USD: 52422107136)
P/E ratio: 58.02849002849003
P/B ratio: 7.550718844044944
Debt to equity: 0.2741
Current ratio: 1.05
Interest coverage ratio: 21.92452830188679
Return on net tangible assets (%): 82.9805249788315
Buffett classification: The Great
Analyst consensus upside (%): 1.0359387274155465
Rule of 40 score: 23.046336342812655
Altman Z-score: 6.526108163044805 (Safe Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 71.48288973384031, earnings yield % 1.0994986969658471, rank 433
Dividend yield (%): 0.09156442314589222
Buyback yield (%): 0
Debt paydown yield (%): 0.7668520438468474
Total shareholder yield (%): 0.8584164669927395 (Low Return)
Momentum (%): 1m 2.156268335615097, 3m 3.185499802449633, 6m 2.6128382692402106, 12m 37.41778479347541, composite 13.438523459659137 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 12, short score 1, recommendation: Strong Long (L/S Compounder)
Revenue growth 1y (%): 0.9111617312072884
Net income growth 1y (%): -20.874219446922393
Revenue CAGR 3y (%): 0.46911288415614205
Net income CAGR 3y (%): 3.4148922641525914
FCF CAGR 3y (%): 20.039561154366623
Revenue deceleration: no
Revenue growth consistency score: 1.614517330127634
Accrual ratio: -0.00439210934837757
FCF conversion rate: 1.1258134490238612
Beneish M-score: -2.6511320555685236 (Likely Safe)
ROE (%): 7.138432951378136
Net margin (%): 21.745283018867926
Asset turnover: 0.16053916928552497
Equity multiplier (leverage): 2.0448281201610405
ROE archetype: Standard Business
P/E z-score: 4.4260641747271166
FCF z-score: 4.4260641747271166
Treasury beta 1y: -0.0006464891991480707 (R-squared: 0.00018839365973047898)
Insider 90-day net shares: -42906 (net value USD: -8695520.00)
Dividend increase streak (years): 0
ROIC (%): 16.381648378196243 (pretax: 21.792948237059264)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 51.2, P/B 64.8, ROIC 28.000000000000004, revenue growth 1y 26.400000000000002, 6m momentum 21.6
Sector percentiles: P/E 49.308380797396254, 6m momentum 23.026851098454028
Industry median P/E: 0.634833652550188; industry median ROIC: 5.123301786907901
Sector median P/E: 1.436628982900151; sector median ROIC: 4.830798676039866
WACC: 0.08048334637224899
Base cash flow: 980000000
DCF price per share: base 75.15682626412448, conservative 66.7602062232132, aggressive 85.44999304712846
Financial scorecard for EAAS.L (Industrials — Electrical Equipment & Parts, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.0002666666666666667
Market cap: 9564449 (USD: 12924931.081081081)
P/E ratio: 0.05405405405405406
P/B ratio: 0.34267665929203484
Debt to equity: 4.8938
Current ratio: 0.74
Interest coverage ratio: 0.3424657534246575
Buffett classification: The Great
Analyst consensus upside (%): 2192149.9999999995
Rule of 40 score: 1.1053471027717627
Altman Z-score: -1.3825915672990836 (Distress Zone)
Piotroski F-score: 8 (Strong)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 27.70468011278015
Total shareholder yield (%): 27.70468011278015 (High Return)
Momentum (%): 1m -32.44444444444443, 3m -60.53333333333334, 6m -60.53333333333334, 12m -50.66666666666666, composite -49.34678362573101 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 4, short score 5, recommendation: Neutral
Revenue growth 1y (%): -8.683611373097932
Revenue CAGR 5y (%): 6.3391576394890015
Net income CAGR 5y (%): nan
Revenue deceleration: no
Beneish M-score: -2.478173301028911 (Likely Safe)
ROE (%): -196.6472028630627
Net margin (%): -17.85695489711068
Asset turnover: 0.9023918656029292
Equity multiplier (leverage): 12.20352232058768
ROE archetype: Low Return
FCF z-score: 0.5525883642873884
Treasury beta 1y: -0.003350432478405879 (R-squared: 0.00016096660346385624)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 173.89937106918165 (pretax: 220.12578616352107)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 2.4193548387096775, P/B 9.274193548387096, ROIC 0.8064516129032258, revenue growth 1y 51.20967741935484, 6m momentum 80.24193548387096
Sector percentiles: P/E 4.505888376856118, 6m momentum 84.92063492063492
Industry median P/E: 0.45393488063562387; industry median ROIC: 7.054948446910231
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.15
Base cash flow: -3251351.351351352
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EAD (Financial Services — Asset Management, United States)
Report date: 2026-04-30 (annual)
Stock price: 6.29
Market cap: 371690784 (USD: 371690784)
P/E ratio: 9.661764705882353
P/B ratio: 0.9112043620009235
Debt to equity: 0.4201
Current ratio: 0.06
Return on net tangible assets (%): 9.530304972153084
Buffett classification: The Gruesome
Rule of 40 score: 129.07439252109356
Piotroski F-score: 7 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -2.6904083798860077
Total shareholder yield (%): -2.6904083798860077 (Minimal or Negative)
Momentum (%): 1m -0.31695721077653843, 3m -2.9320987654321047, 6m -4.841149773071109, 12m -2.024922118380061, composite -3.162214725710834 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 6, short score 0, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: -0.011184657345668831
FCF conversion rate: 1.1705537269967923
Beneish M-score: -2.813324445605094 (Likely Safe)
ROE (%): 9.560103162496818
Net margin (%): 98.3346431864844
Asset turnover: 0.06668911023283842
Equity multiplier (leverage): 1.4578106189985836
ROE archetype: Standard Business
P/E z-score: 3.432893160717492
FCF z-score: 4.820804831977162
Treasury beta 1y: -0.0011162154114254562 (R-squared: 0.0028711632983516033)
Insider 90-day net shares: 500 (net value USD: 3410.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 38.37739288969918, P/B 49.77210574293528, ROIC , revenue growth 1y , 6m momentum 56.335460346399266
Sector percentiles: P/E 30.755302638385928, 6m momentum 49.09467149508536
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.07010754681886959
Base cash flow: 40605750
DCF price per share: base 36.16319126709744, conservative 17.78632108163627, aggressive 71.35148686096394
Financial scorecard for ELGIEQUIP.NS (Industrials — Specialty Industrial Machinery, India)
Report date: 2026-03-31 (annual)
Stock price: 5.958918249380677
Market cap: 181988900864 (USD: 1928665757.3548114)
P/E ratio: 0.36072700867643953
P/B ratio: 6.5384397145682325
Debt to equity: 0.2389
Current ratio: 2.08
Interest coverage ratio: 19.77952755905512
Return on net tangible assets (%): 20.826781638346436
Buffett classification: The Great
Analyst consensus upside (%): 13707.89969461052
Rule of 40 score: 9.48199706942149
Altman Z-score: 11.132985660229167 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 7.9569089648552085, earnings yield % 0.008860381097062064, rank 2010
Dividend yield (%): 0.3813419371759518
Buyback yield (%): 0.14341533948548044
Debt paydown yield (%): 0.5693473235186606
Total shareholder yield (%): 1.094104600180093 (Low Return)
Momentum (%): 1m -6.487858772002106, 3m 2.943277121891374, 6m 28.973962819018695, 12m -12.853884333436492, composite 8.369846816981466 (Moderate Downtrend)
Lynch category: Slow Grower (confidence: Low)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue growth 1y (%): 2.068840179231901
Net income growth 1y (%): 11.361629725786205
Revenue CAGR 3y (%): 4.200109420845299
Net income CAGR 3y (%): 0.3132855001736434
FCF CAGR 3y (%): 38.995109814954354
Revenue deceleration: yes
Revenue growth consistency score: 2.088866733800429
Accrual ratio: 0.03799665178108193
FCF conversion rate: 0.695258019525802
Beneish M-score: -2.236964850040503 (Likely Safe)
ROE (%): 20.056592155988547
Net margin (%): 10.947957755439623
Asset turnover: 1.1388851500668304
Equity multiplier (leverage): 1.6085853170416313
ROE archetype: Balanced Compounder
P/E z-score: 4.223363104068783
FCF z-score: 4.223363104068787
Treasury beta 1y: 0.00017837438987398178 (R-squared: 4.768031663274671e-06)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 2
ROIC (%): 20.34017247041147 (pretax: 27.299896755963697)
Incremental ROIC 3y (%): 28.68706607810423 (pretax: 34.52099439511325)
Capital allocation category: High-Efficiency Compounder
Industry percentiles: P/E 37.1868978805395, P/B 68.97880539499036, ROIC 13.680154142581888, revenue growth 1y 34.68208092485549, 6m momentum 16.955684007707127
Sector percentiles: P/E 31.59242191500256, 6m momentum 12.903225806451612
Industry median P/E: 0.34832165205981025; industry median ROIC: 8.620128805291433
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.05
Base cash flow: 43514200.93259856
DCF price per share: base 0.05692140214049898, conservative 0.041347266466293615, aggressive 0.08199966131844331
Financial scorecard for ELIX.L (Industrials — Consulting Services, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.08586666666666666
Market cap: 319176576 (USD: 431319697.2972973)
P/E ratio: 0.29875821767713656
P/B ratio: 0.028444216009874734
Debt to equity: 0.2352
Current ratio: 0.52
Interest coverage ratio: 30.469135802469136
Return on net tangible assets (%): -48.918051768593266
Buffett classification: The Great
Analyst consensus upside (%): 1013102.9339853302
Rule of 40 score: 64.02503519208506
Altman Z-score: 2.9537866664864616 (Grey Zone)
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -6.007685002445553
Total shareholder yield (%): -6.007685002445553 (Minimal or Negative)
Momentum (%): 1m -3.1770524233432385, 3m -16.17238346525947, 6m -18.745098039215694, 12m -7.238929440389286, composite -13.037546978633472 (Moderate Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: -0.06356373915659826
FCF conversion rate: 1.6654142973192525
Beneish M-score: -2.3126451277295006 (Likely Safe)
ROE (%): 14.879823989420746
Net margin (%): 13.16577540106952
Asset turnover: 0.7255558811099573
Equity multiplier (leverage): 1.5576880396795787
ROE archetype: Standard Business
P/E z-score: 4.343241997348836
FCF z-score: 4.343241997348837
Treasury beta 1y: -0.002794717786644715 (R-squared: 0.001358502554761551)
Insider 90-day net shares: -6410 (net value USD: -58196.00)
Dividend increase streak (years): 5
ROIC (%): 13.394463105940174 (pretax: 18.762857285382278)
Incremental ROIC 3y (%): 11.12174037037567 (pretax: 17.704660055997078)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 33.6734693877551, P/B 7.142857142857142, ROIC 38.775510204081634, revenue growth 1y , 6m momentum 53.06122448979592
Sector percentiles: P/E 30.184331797235025, 6m momentum 68.15156169994879
Industry median P/E: 0.2845441962964237; industry median ROIC: 13.853275023936842
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.07612800007754249
Base cash flow: 36218918.91891892
DCF price per share: base 0.6591643457536492, conservative 0.35091277276944455, aggressive 1.2356907890400823
Financial scorecard for ENQ.L (Energy — Oil & Gas E&P, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.0037333333333333337
Market cap: 511797408 (USD: 691618118.918919)
P/E ratio: 1.1914733847631243
P/B ratio: 0.0035243816069795235
Debt to equity: 2.0444
Current ratio: 0.72
Interest coverage ratio: 1.9209487607888347
Return on net tangible assets (%): 24.383025049607646
Buffett classification: The Good
Analyst consensus upside (%): 2894040
Rule of 40 score: 18.86023587808357
Piotroski F-score: 1 (Weak)
Magic formula: return on capital % 2.7036810134724525, earnings yield % 26.903380788807514, rank 2887
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -1.9092475458677514
Total shareholder yield (%): -1.9092475458677514 (Minimal or Negative)
Momentum (%): 1m 28.96969696969698, 3m 45.40350877192983, 6m 151.15151515151516, 12m 112.51282051282057, composite 87.11078395288924 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 6, short score 5, recommendation: Neutral
Revenue growth 1y (%): 2.393813630028485
Net income growth 1y (%): -98.19921656697701
Revenue CAGR 3y (%): -12.206740357276368
FCF CAGR 3y (%): -36.78198416270185
Revenue deceleration: no
Revenue growth consistency score: 12.506534475001596
Accrual ratio: -0.05280705463444295
FCF conversion rate: 117.46158770806657
Beneish M-score: -2.5811969663049874 (Likely Safe)
ROE (%): 0.3033480781797135
Net margin (%): 0.13967629437539122
Asset turnover: 0.32462841686793986
Equity multiplier (leverage): 6.690090757297699
ROE archetype: Low Return
P/E z-score: 3.623040686344044
FCF z-score: 5.5762333354081015
Treasury beta 1y: 0.0003891886081761367 (R-squared: 5.742569628320899e-06)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 12.755139458324983 (pretax: 19.623291474346125)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 1.1261261261261262, ROIC 10.36036036036036, revenue growth 1y 26.8018018018018, 6m momentum 1.1261261261261262
Sector percentiles: P/E , 6m momentum 1.1892963330029733
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.07355905153331073
Base cash flow: 128027027.02702704
DCF price per share: base 0.003952788419462214, conservative 0.003047576248071697, aggressive 0.005090125294509897
Financial scorecard for ENRG.V (Basic Materials — Other Industrial Metals & Mining, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 0.1773049645390071
Market cap: 1467431 (USD: 1055705.7553956835)
Debt to equity: -0.4086656332112976
Current ratio: 0.11
Interest coverage ratio: -6.131996268656717
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: -435.3054199654284 (Distress Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -0.3337786105731521
Total shareholder yield (%): -0.3337786105731521 (Minimal or Negative)
Momentum (%): 1m -21.320921985815602, 3m 42.886942010846894, 6m -5.891980360065479, 12m 4.841196423065078, composite 23.41554855597593 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 1, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue deceleration: no
Accrual ratio: -0.7562111538293836
FCF conversion rate: 0.2677172190749061
Beneish M-score: -6.423642308469407 (Likely Safe)
Asset turnover: 0
ROE archetype: Standard Business
Treasury beta 1y: 0.0010276342455309063 (R-squared: 1.887301687680229e-05)
Insider 90-day net shares: 100000 (net value USD: 9100.00)
Dividend increase streak (years): 0
Incremental ROIC 3y (%): -43.7809228565468 (pretax: -55.41888969183139)
Capital allocation category: Value Destroyer
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y , 6m momentum 25.062447960033307
Sector percentiles: P/E , 6m momentum 31.399222654081065
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.15
Base cash flow: -294900
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ERH (Financial Services — Asset Management, United States)
Report date: 2026-02-28 (quarterly)
Stock price: 11.93
Market cap: 105367680 (USD: 105367680)
P/E ratio: 4.98406374501992
P/B ratio: 0.8977883459283337
Debt to equity: 0.2438
Current ratio: 0.05
Buffett classification: The Gruesome
Rule of 40 score: 0
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.6751054852320681, 3m -1.5676567656765636, 6m 5.950266429840142, 12m 9.149130832570906, composite 4.2666033433762705 (Flat)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.4532659857476524 (Likely Safe)
Equity multiplier (leverage): 1.2738647585981941
ROE archetype: Standard Business
Treasury beta 1y: 0.002092675977370725 (R-squared: 0.004923206684535146)
Insider 90-day net shares: 400 (net value USD: 5113.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 25.52415679124886, P/B 45.94348222424795, ROIC , revenue growth 1y , 6m momentum 22.242479489516864
Sector percentiles: P/E 22.762545266425246, 6m momentum 27.237454733574758
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.09035000000000001
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ERIE (Financial Services — Insurance Brokers, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 223.55
Market cap: 11689400320 (USD: 11689400320)
P/E ratio: 22.730100640439158
P/B ratio: 4.875763612867699
Debt to equity: 0.021099999999999997
Current ratio: 1.29
Return on net tangible assets (%): 4.8038662072698735
Buffett classification: The Gruesome
Rule of 40 score: 274.3431283250999
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0.5826560656278388
Buyback yield (%): 0
Total shareholder yield (%): 0.5826560656278388 (Low Return)
Momentum (%): 1m -2.046271141880636, 3m -3.762538206552146, 6m -18.02346901356802, 12m -37.78699245818606, composite -19.424452893260398 (Strong Downtrend)
Lynch category: Stalwart (confidence: High)
Screener: long score 4, short score 3, recommendation: Neutral
Revenue growth 1y (%): 1.240681554298284
Net income growth 1y (%): 8.710635254340149
Revenue deceleration: no
Accrual ratio: 0.028518637186079533
FCF conversion rate: 0.3620426120127065
Beneish M-score: -0.6302930499575734 (Strong Manipulation Signal)
ROE (%): 6.490291455812565
Net margin (%): 12.195930475237173
Asset turnover: 0.3665406595417607
Equity multiplier (leverage): 1.4518678986692604
ROE archetype: Standard Business
P/E z-score: 4.402018882046513
FCF z-score: 4.402018882046514
Treasury beta 1y: -0.003496989321458185 (R-squared: 0.0018419830262710643)
Insider 90-day net shares: 6535 (net value USD: 1376548.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 35.8974358974359, P/B 56.41025641025641, ROIC , revenue growth 1y 51.28205128205128, 6m momentum 53.84615384615385
Sector percentiles: P/E 48.29280910501811, 6m momentum 59.18261769270564
Industry median P/E: 20.70740316505789; industry median ROIC: 7.665445948403268
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.06285
Base cash flow: 520426000
DCF price per share: base 749.601397889856, conservative 400.27825124058865, aggressive 1427.0161222782583
Financial scorecard for EVER.V (Basic Materials — Other Industrial Metals & Mining, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 0.2624113475177305
Market cap: 8428619 (USD: 6063754.676258993)
P/B ratio: 6.524524767646679
Debt to equity: 0.15
Current ratio: 16.15
Interest coverage ratio: -9.359739441059046
Return on net tangible assets (%): -7.655005503592273
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 4.259279271991828 (Safe Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -0.11924518865708925
Total shareholder yield (%): -0.11924518865708925 (Minimal or Negative)
Momentum (%): 1m -17.194641449960606, 3m -41.06499244273921, 6m -37.56419662509171, 12m 42.7517730496454, composite -2.078274290215935 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 7, recommendation: Neutral
Net income growth 1y (%): -346.35882359086315
Revenue deceleration: no
Accrual ratio: -0.06682256658572648
FCF conversion rate: 0.4321009953747008
Beneish M-score: -2.6838655343844997 (Likely Safe)
ROE (%): -16.961537703419893
Asset turnover: 0
Equity multiplier (leverage): 1.4414951222098316
ROE archetype: Low Return
Treasury beta 1y: -0.0011791775501850915 (R-squared: 9.575638125898696e-06)
Insider 90-day net shares: 198540 (net value USD: 88398.00)
Dividend increase streak (years): 0
ROIC (%): -480.3720366348352 (pretax: -608.0658691580192)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 47.377185678601165, ROIC 57.03580349708576, revenue growth 1y , 6m momentum 51.04079933388843
Sector percentiles: P/E , 6m momentum 61.38256524153248
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.08213151459191088
Base cash flow: -240679.5620437956
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EVN (Financial Services — Asset Management, United States)
Report date: 2025-11-30 (annual)
Stock price: 10.69
Market cap: 426604192 (USD: 426604192)
P/E ratio: 1055
P/B ratio: 0.9720849343534396
Debt to equity: 0.4607
Current ratio: 1.11
Return on net tangible assets (%): 0.09777527290288483
Buffett classification: The Gruesome
Rule of 40 score: -346.9443549044583
Piotroski F-score: 2 (Weak)
Dividend yield (%): 5.67281251657274
Buyback yield (%): 0
Debt paydown yield (%): -4.676470689720742
Total shareholder yield (%): 0.9963418268519977 (Low Return)
Momentum (%): 1m -2.818181818181823, 3m 2.4928092042185983, 6m 2.003816793893121, 12m 5.946481665014862, composite 4.505152174461423 (Flat)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 3, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.4645495676028917 (Likely Safe)
Equity multiplier (leverage): 1.496358240997651
ROE archetype: Standard Business
P/E z-score: 3.7664804953283877
Treasury beta 1y: -0.0021384805695846922 (R-squared: 0.007181420184528733)
Insider 90-day net shares: -15000 (net value USD: -159768.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 67.00091157702826, P/B 60.1640838650866, ROIC , revenue growth 1y , 6m momentum 32.99908842297174
Sector percentiles: P/E 59.85514743921366, 6m momentum 34.53181583031557
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.06198690265685668
Base cash flow: 423472
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EVO.AX (Consumer Defensive — Education & Training Services, Australia)
Report date: 2025-12-31 (annual)
Stock price: 0.2916666666666667
Market cap: 85537736 (USD: 57407876.51006711)
P/E ratio: 6.599552572706935
P/B ratio: 0.972943509344791
Debt to equity: 1.1613
Current ratio: 1.1
Interest coverage ratio: -77.30158685090511
Return on net tangible assets (%): 427.61319118248747
Buffett classification: The Gruesome
Rule of 40 score: 130.01723684052925
Altman Z-score: -1.145505758348865 (Distress Zone)
Piotroski F-score: 7 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -29.90292637952801
Total shareholder yield (%): -29.90292637952801 (Minimal or Negative)
Momentum (%): 1m 11.293859649122803, 3m -0.40650406504064895, 6m -27.82485875706214, 12m -26.59722222222221, composite -20.75911327786568 (Strong Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.469760793430466 (Likely Safe)
Equity multiplier (leverage): 2.3096969829288456
ROE archetype: Standard Business
P/E z-score: 4.022181067157621
FCF z-score: 4.780911335654629
Treasury beta 1y: 0.007890808173432566 (R-squared: 0.00824051175915617)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): -16.199696115300082 (pretax: -23.215681788546473)
Incremental ROIC 3y (%): -6.796060886759414 (pretax: -15.134360660813364)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 46.02272727272727, P/B 30.113636363636363, ROIC 63.63636363636363, revenue growth 1y , 6m momentum 64.20454545454545
Sector percentiles: P/E 41.708906589427954, 6m momentum 68.86314265025344
Industry median P/E: 0.7407447752031963; industry median ROIC: 7.725919109881382
Sector median P/E: 1.0302878025850322; sector median ROIC: 7.163828537874342
WACC: 0.05
Base cash flow: 11894424.154362418
DCF price per share: base 6.549782470759825, conservative 2.9222195825829984, aggressive 14.554654564267183
Financial scorecard for EVR (Financial Services — Capital Markets, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 339.63
Market cap: 13137732608 (USD: 13137732608)
P/E ratio: 16.76463963963964
P/B ratio: 5.514371958148062
Debt to equity: 0.5259
Current ratio: 2.22
Return on net tangible assets (%): 21.802939947135112
Buffett classification: The Gruesome
Analyst consensus upside (%): 28.837240545442338
Rule of 40 score: -22.503860259380318
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0.3789847265553359
Buyback yield (%): 4.7294995151723525
Debt paydown yield (%): 0.432243536189955
Total shareholder yield (%): 5.540727777917644 (Moderate Return)
Momentum (%): 1m -3.8392932982247525, 3m -1.103604915264114, 6m -5.6950074970844655, 12m 14.192051644139593, composite 3.9842161436344603 (Moderate Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 3, short score 3, recommendation: Neutral
Revenue growth 1y (%): 100.27632698117093
Net income growth 1y (%): 109.84524351388258
Revenue deceleration: no
Accrual ratio: 0.11407483377910481
FCF conversion rate: -0.7094859026837423
Beneish M-score: -2.475653648929938 (Likely Safe)
ROE (%): 14.640962493311166
Net margin (%): 23.191010493123635
Asset turnover: 0.2877429213315868
Equity multiplier (leverage): 2.1940438705790473
ROE archetype: Standard Business
P/E z-score: 4.392805319008171
FCF z-score: 4.39280531900817
Treasury beta 1y: -0.004615230840080398 (R-squared: 0.003109238945176366)
Insider 90-day net shares: -7808 (net value USD: -2678595.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 46.42857142857143, P/B 65.93406593406593, ROIC , revenue growth 1y 7.417582417582418, 6m momentum 42.032967032967036
Sector percentiles: P/E 44.90429384376617, 6m momentum 49.97413347128815
Industry median P/E: 0.9254498714652956; industry median ROIC: 1.51204420306575
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.11977963173924344
Base cash flow: 599262000
DCF price per share: base 325.6732080540469, conservative 213.86135167455478, aggressive 504.4770556090982
Financial scorecard for EVR.AX (Basic Materials — Other Industrial Metals & Mining, Australia)
Report date: 2025-06-30 (annual)
Stock price: 0
Market cap: 15200015 (USD: 9934650.326797385)
Debt to equity: 0.0832
Current ratio: 4.67
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 -100, 3m -100, 6m -100, 12m -100, composite -65.28735632183908 (Flat)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
Treasury beta 1y: 0.004838539106916734 (R-squared: 0.00044056953929104235)
Insider 90-day net shares: 73541548 (net value USD: 396164.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y , 6m momentum 80.68276436303081
Sector percentiles: P/E , 6m momentum 83.564686285397
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.0799
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for FABC (Consumer Cyclical — Auto Manufacturers, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 2.53
Market cap: 16834398 (USD: 16834398)
P/B ratio: 1.5607231513435502
Debt to equity: 0.0285
Current ratio: 5.05
Return on net tangible assets (%): -29.9238855457088
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: -14.223852651854692 (Distress Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 2.39706225313195
Debt paydown yield (%): 0.35236187239959516
Total shareholder yield (%): 2.7494241255315455 (Low Return)
Momentum (%): 1m -17.857142857142865, 3m -0.39370078740158393, 6m -12.758620689655176, 12m -64.36619718309859, composite -23.25734659563864 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 10, recommendation: Strong Short (Melting Ice Cube)
Net income growth 1y (%): -385.7329667897814
Revenue deceleration: no
Accrual ratio: -0.12622503992296513
FCF conversion rate: 0.45369987264312117
Beneish M-score: -2.9112688737555867 (Likely Safe)
ROE (%): -27.437474694363594
Asset turnover: 0
Equity multiplier (leverage): 1.1874898933705853
ROE archetype: Low Return
Treasury beta 1y: 0.003800658470170271 (R-squared: 0.00017100652328748978)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): -447.410524234718 (pretax: -566.3424357401494)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 37.1900826446281, ROIC 70.24793388429752, revenue growth 1y , 6m momentum 28.09917355371901
Sector percentiles: P/E , 6m momentum 56.189151599443676
Industry median P/E: 2.363674312966383; industry median ROIC: 2.175802453713685
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.15
Base cash flow: -20861215
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for FAIRCHEMOR.NS (Basic Materials — Specialty Chemicals, India)
Report date: 2026-03-31 (annual)
Stock price: 7.928364987613543
Market cap: 9674911744 (USD: 102531917.59220009)
P/E ratio: 1.0749351439246304
P/B ratio: 2.0642681226995725
Debt to equity: 0.3185
Current ratio: 1.65
Interest coverage ratio: 2.865795595953038
Return on net tangible assets (%): 0.9385514028463369
Buffett classification: The Gruesome
Rule of 40 score: -16.734139607082916
Altman Z-score: 5.663240392109683 (Safe Zone)
Piotroski F-score: 4 (Weak)
Magic formula: return on capital % 1.8820025467993877, earnings yield % 0.005354703937687348, rank 2923
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 18.197760090385476, 3m 34.546023691631305, 6m 11.107537807591036, 12m -26.828382138948033, composite 2.5198855594220717 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 4, recommendation: Neutral
Revenue growth 1y (%): -12.238552350510512
Net income growth 1y (%): 463.7057051563674
Revenue deceleration: no
Beneish M-score: 6.629704867302324 (Strong Manipulation Signal)
ROE (%): 1.403511173002768
Net margin (%): 3.157316785314774
Asset turnover: 0.29906544924501116
Equity multiplier (leverage): 1.4863855462451951
ROE archetype: Low Return
P/E z-score: 5.090767820340256
FCF z-score: 4.221296625468357
Treasury beta 1y: 0.0687570492793653 (R-squared: 0.0037072186121845595)
Insider 90-day net shares: 292402 (net value USD: 3958007.00)
Dividend increase streak (years): 0
ROIC (%): 2.3190684207806136 (pretax: 3.063907741199186)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 46.04651162790698, P/B 53.48837209302325, ROIC 67.2093023255814, revenue growth 1y 52.32558139534884, 6m momentum 30.930232558139537
Sector percentiles: P/E 17.490283176013328, 6m momentum 14.436424208772905
Industry median P/E: 0.2375559102197765; industry median ROIC: 5.779832452013451
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.07051593328374195
Base cash flow: 261604.49342941912
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for FEN.L (Financial Services — Asset Management, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.006666666666666667
Market cap: 61446936 (USD: 83036400)
P/E ratio: 0.3243243243243243
P/B ratio: 0.013694181706750857
Debt to equity: 0.19640000000000002
Current ratio: 2.77
Interest coverage ratio: 8.954007884362682
Return on net tangible assets (%): 29.31808901592487
Buffett classification: The Great
Rule of 40 score: 31.739248139572258
Altman Z-score: 3.6854725228506076 (Safe Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 3.1571956655414035
Buyback yield (%): 0
Debt paydown yield (%): -1.0595727669806028
Total shareholder yield (%): 2.0976228985608008 (Low Return)
Momentum (%): 1m 0, 3m 4.166666666666682, 6m 2.7777777777777897, 12m 5.797101449275364, composite 4.2471819645732785 (Flat)
Lynch category: Asset Play (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue growth 1y (%): 20.453492716266442
Net income growth 1y (%): 8.429115357521821
Revenue CAGR 3y (%): 23.43967643506204
Net income CAGR 3y (%): 22.62932799958033
FCF CAGR 3y (%): 130.71916313361345
Revenue deceleration: no
Revenue growth consistency score: 11.071437030676558
Accrual ratio: -0.026222398611594804
FCF conversion rate: 1.505592105263158
Beneish M-score: -2.16113412820131 (Likely Safe)
ROE (%): 7.400359124335466
Net margin (%): 7.295066231522365
Asset turnover: 0.7109562751739612
Equity multiplier (leverage): 1.4268577046654214
ROE archetype: Standard Business
P/E z-score: 6.3157951019628245
FCF z-score: 6.315795101962822
Treasury beta 1y: 0.00016787898933727882 (R-squared: 2.153817985865387e-05)
Insider 90-day net shares: 499532 (net value USD: 324624.00)
Dividend increase streak (years): 0
ROIC (%): 9.238454799549455 (pretax: 14.213007383922239)
Incremental ROIC 3y (%): 15.497042761605432 (pretax: 26.722988265740806)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 9.389243391066545, P/B 9.02461257976299, ROIC 7.292616226071102, revenue growth 1y 12.853236098450319, 6m momentum 30.17319963536919
Sector percentiles: P/E 11.691670977754786, 6m momentum 32.41076047594413
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.051961868607550366
Base cash flow: 4851351.3513513515
DCF price per share: base 0.05540202656474947, conservative 0.02650184170190488, aggressive 0.11766837401571749
Financial scorecard for FOBI.V (Technology — Software - Infrastructure, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 0.028368794326241138
Market cap: 9787279 (USD: 7041207.913669066)
P/E ratio: 11.123732352323081
Debt to equity: -0.006304442735078272
Current ratio: 0.17
Interest coverage ratio: -545172
Buffett classification: The Gruesome
Rule of 40 score: -864.1292292484251
Altman Z-score: -131.2195485855172 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.0043422967786033535
Total shareholder yield (%): 0.0043422967786033535 (Low Return)
Momentum (%): 1m 0.7092198581560359, 3m -2.8368794326241007, 6m -2.1276595744680886, 12m -3.546099290780131, composite -3.063297039922747 (Moderate Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 1, short score 13, recommendation: Short
Revenue growth 1y (%): 62.508168539210395
Revenue deceleration: no
Revenue growth consistency score: 80.77748947258114
Accrual ratio: 1.2749819614698654
FCF conversion rate: 2.3494977165770936
Beneish M-score: 2.6132888261029734 (Strong Manipulation Signal)
Net margin (%): -348.63567688265664
Asset turnover: 0.2709942391805456
ROE archetype: Standard Business
Treasury beta 1y: 0.001679408619737361 (R-squared: 0.01360761294275487)
Insider 90-day net shares: 1428569 (net value USD: 74284.00)
Dividend increase streak (years): 0
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 31.674208144796378, P/B , ROIC , revenue growth 1y 7.6923076923076925, 6m momentum 26.923076923076923
Sector percentiles: P/E 34.668001334668006, 6m momentum 34.10076743410077
Industry median P/E: 5.36821412369575; industry median ROIC: 3.7232145830700096
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.05
Base cash flow: -451675.18248175184
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for FOF (Financial Services — Asset Management, United States)
Report date: 2025-12-31 (annual)
Stock price: 13.48
Market cap: 374390144 (USD: 374390144)
P/E ratio: 5.599118942731278
P/B ratio: 0.9630093120758431
Debt to equity: 0
Return on net tangible assets (%): 17.181627668045028
Buffett classification: The Gruesome
Rule of 40 score: 3.9204519251227796
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.7473841554559016, 3m -0.7363770250368162, 6m 0.8982035928143787, 12m 13.277310924369749, composite 4.199600452564511 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 3, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.494100385179208 (Likely Safe)
Equity multiplier (leverage): 1.000779846130002
ROE archetype: Standard Business
P/E z-score: 3.7405029997319796
Treasury beta 1y: -0.0005971971856068008 (R-squared: 0.00034615745426731906)
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 26.98268003646308, P/B 59.343664539653595, ROIC , revenue growth 1y , 6m momentum 37.010027347310846
Sector percentiles: P/E 23.5644076564925, 6m momentum 38.566994309363686
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.1019
Base cash flow: 62981629
DCF price per share: base 33.49018785181793, conservative 28.163053158656943, aggressive 40.12837205799183
Financial scorecard for FORF.L (Financial Services — Shell Companies, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.0010666666666666667
Market cap: 2662098 (USD: 3597429.7297297297)
P/B ratio: 0.004797303846868612
Debt to equity: 0
Current ratio: 3.5
Return on net tangible assets (%): -26.31481137335068
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 3.3284260196383855 (Safe Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 1.3333333333333406, 3m -1.3333333333333302, 6m -12.296296296296287, 12m -39.28205128205127, composite -17.90353376318288 (Strong Downtrend)
Lynch category: Turnaround (confidence: Medium)
Screener: long score 4, short score 9, recommendation: Short
Revenue CAGR 3y (%): -100
Net income CAGR 3y (%): nan
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 36.54620102144153
Accrual ratio: 0.004338436312711946
FCF conversion rate: 1.0208973570989552
Beneish M-score: -2.387579816768185 (Likely Safe)
ROE (%): -27.499656676843117
Asset turnover: 0
Equity multiplier (leverage): 1.3246020092327517
ROE archetype: Low Return
Treasury beta 1y: 0.0003535817211166283 (R-squared: 5.672987229808936e-06)
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 0, ROIC , revenue growth 1y , 6m momentum 24.266666666666666
Sector percentiles: P/E , 6m momentum 55.690636316606316
Industry median P/E: 51.21654844258756; industry median ROIC: -0.6045051234646484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.0645
Base cash flow: -1913513.5135135134
DCF price per share: base 0, conservative 0, aggressive 0