speb/financial-data huggingface dataset:
Financial scorecard for BHARATSE.NS (Consumer Cyclical — Auto Parts, India)
Report date: 2026-03-31 (annual)
Stock price: 2.251651527663088
Market cap: 13699191808 (USD: 145180074.26875794)
P/E ratio: 0.21966596830755936
P/B ratio: 3.808855149558918
Debt to equity: 0.4794
Current ratio: 0.88
Interest coverage ratio: 6.448313340712157
Return on net tangible assets (%): 13.095627588846432
Buffett classification: The Good
Rule of 40 score: 40.182968008731336
Altman Z-score: 2.748246852356972 (Grey Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 6.445305709360386, earnings yield % 0.014764395101332815, rank 2017
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 16.613446731403172, 3m 24.590148911320096, 6m 48.32809113809077, 12m 82.68634800459277, composite 43.19266731984132 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 11, short score 0, recommendation: Strong Long (L/S Compounder)
Revenue growth 1y (%): 37.319948177512316
Net income growth 1y (%): 17.0746852284797
Revenue CAGR 3y (%): 17.342860053557807
Net income CAGR 3y (%): 19.473423801424318
Revenue deceleration: no
Revenue growth consistency score: 18.704194335285347
Accrual ratio: -0.01864604651359593
FCF conversion rate: 1.3203555665005968
Beneish M-score: -2.458664847191854 (Likely Safe)
ROE (%): 19.011379541431285
Net margin (%): 2.168370326795392
Asset turnover: 2.6842380790391953
Equity multiplier (leverage): 3.266323109572964
ROE archetype: Leverage-Driven Returns
P/E z-score: 2.8211575329969762
FCF z-score: 2.801919822391978
Treasury beta 1y: 0.00018414344192787537 (R-squared: 1.9557794787233385e-06)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 1
ROIC (%): 14.6584430108822 (pretax: 19.993853581679964)
Incremental ROIC 3y (%): 26.44607526560764 (pretax: 35.71071712357364)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 32.78236914600551, P/B 68.87052341597796, ROIC 14.87603305785124, revenue growth 1y 3.581267217630854, 6m momentum 6.336088154269973
Sector percentiles: P/E 23.713490959666203, 6m momentum 4.694019471488178
Industry median P/E: 0.2842479295922772; industry median ROIC: 7.591641841963527
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.09197853817511496
Base cash flow: 3147477.7448071213
DCF price per share: base 0.012198018010450408, conservative 0.006426806944579896, aggressive 0.022569068242445645
Financial scorecard for BHB (Financial Services — Banks - Regional, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 39.02
Market cap: 653741056 (USD: 653741056)
P/E ratio: 12.756756756756756
Buffett classification: The Gruesome
Analyst consensus upside (%): 4.6080508474576325
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 3.254829319925917, 3m 14.126937701082204, 6m 18.135028761731764, 12m 35.627389641988195, composite 21.204689782587856 (Strong Uptrend)
Lynch category:  (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
P/E z-score: 4.760281519181115
FCF z-score: 4.760281519181114
Treasury beta 1y: 0.001975994718084693 (R-squared: 0.0009962924135134977)
Insider 90-day net shares: 760 (net value USD: 26357.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 64.28571428571429, P/B , ROIC , revenue growth 1y , 6m momentum 35.869565217391305
Sector percentiles: P/E 38.825659596482154, 6m momentum 13.864459389549921
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.1292442105847068
Base cash flow: 38667000
DCF price per share: base 14.2845715816073, conservative 10.489968609336504, aggressive 18.92390787110293
Financial scorecard for BHC (Healthcare — Drug Manufacturers - Specialty & Generic, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 4.43
Market cap: 1654497024 (USD: 1654497024)
Debt to equity: -19.219038817005558
Current ratio: 1.32
Interest coverage ratio: 1.2960199004975126
Buffett classification: The Great
Analyst consensus upside (%): 35.185185185185176
Rule of 40 score: -9.798848990021623
Altman Z-score: -0.3356851712323152 (Distress Zone)
Piotroski F-score: 3 (Weak)
Magic formula: return on capital % 14.705052215636465, earnings yield % 1.693911155997644, rank 323
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 15.671008817772206
Total shareholder yield (%): 15.671008817772206 (High Return)
Momentum (%): 1m -11.222444889779569, 3m -21.314387211367677, 6m -25.042301184433168, 12m -34.66076696165192, composite -24.252622778934597 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 4, short score 7, recommendation: Neutral
Revenue growth 1y (%): 14.946130744806553
Revenue deceleration: no
Accrual ratio: -0.05877198729543803
FCF conversion rate: -0.05832747716092762
Beneish M-score: -2.532078332305959 (Likely Safe)
Net margin (%): -56.37876386687797
Asset turnover: 0.09849966529461196
ROE archetype: Standard Business
P/E z-score: 1.3003343281604924
FCF z-score: 3.350831024695478
Treasury beta 1y: -0.003263349920348268 (R-squared: 0.0008363631222274289)
Insider 90-day net shares: -68912 (net value USD: -385592.00)
Dividend increase streak (years): 1
ROIC (%): 7.130127014408355 (pretax: 10.969426176012853)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B , ROIC 40.17595307917888, revenue growth 1y 20.234604105571847, 6m momentum 66.56891495601172
Sector percentiles: P/E , 6m momentum 54.44126074498568
Industry median P/E: 0.8814835040505258; industry median ROIC: 5.747543732928968
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.05378985867847928
Base cash flow: 706569343.0656934
DCF price per share: base 68.26291510737025, conservative 29.04629047542264, aggressive 135.97747591685635
Financial scorecard for BHMG.L (Financial Services — Asset Management, Jersey)
Report date: 2025-12-31 (annual)
Stock price: 0.05573333333333333
Market cap: 1351223040 (USD: 1825977081.0810812)
P/E ratio: 0.15858505564387917
P/B ratio: 0.00604367824770364
Debt to equity: 0
Current ratio: 7.98
Return on net tangible assets (%): 7.62916385042621
Buffett classification: The Gruesome
Rule of 40 score: 146.4150063935336
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -0.80249804839968, 3m -3.8632478632478784, 6m 2.593698175787733, 12m 4.148148148148151, composite 1.2403822502015693 (Flat)
Lynch category: Asset Play (confidence: High)
Screener: long score 4, short score 0, recommendation: Neutral
Revenue growth 1y (%): 96.81755968006149
Net income growth 1y (%): 180.59541054337643
Revenue CAGR 3y (%): 31.06096524901103
Net income CAGR 3y (%): 14.78915216573422
Revenue deceleration: no
Revenue growth consistency score: 196.32298660925474
Beneish M-score: -2.2925183501051936 (Likely Safe)
Equity multiplier (leverage): 1.006368125400231
ROE archetype: Standard Business
P/E z-score: 5.131440005028134
FCF z-score: 2.8966428690908104
Treasury beta 1y: 0.000858754023276507 (R-squared: 0.0005151172509812895)
Insider 90-day net shares: 5490977 (net value USD: 31336344.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 6.381039197812215, P/B 2.8258887876025525, ROIC , revenue growth 1y 5.834092980856882, 6m momentum 30.993618960802188
Sector percentiles: P/E 8.58768753233316, 6m momentum 32.772891877909984
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.05
Base cash flow: 204241891.8918919
DCF price per share: base 0.9706500802638423, conservative 0.46443047004439775, aggressive 2.087714995730658
Financial scorecard for BHMU.L (Financial Services — Asset Management, Jersey)
Report date: 2025-12-31 (annual)
Stock price: 0.0572
Market cap: 1388442368 (USD: 1388442368)
P/E ratio: 0.12455934195064629
P/B ratio: 0.0005045119704563546
Debt to equity: 0
Current ratio: 7.98
Return on net tangible assets (%): 7.62916385042621
Buffett classification: The Gruesome
Rule of 40 score: 146.4150063935336
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.16589861751152485, 3m -3.360730593607303, 6m -0.1698113207547114, 12m 5.293532338308473, composite 0.5295330740203809 (Flat)
Lynch category: Asset Play (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue growth 1y (%): 96.81755968006149
Net income growth 1y (%): 180.59541054337643
Revenue CAGR 3y (%): 31.06096524901103
Net income CAGR 3y (%): 14.78915216573422
Revenue deceleration: no
Revenue growth consistency score: 196.32298660925474
Beneish M-score: -2.2925183501051936 (Likely Safe)
Equity multiplier (leverage): 1.006368125400231
ROE archetype: Standard Business
P/E z-score: 5.1373717375279035
FCF z-score: 2.900245236097188
Treasury beta 1y: 0.000896633959385928 (R-squared: 0.0004979663374155919)
Insider 90-day net shares: 3000 (net value USD: 13080.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 5.013673655423884, P/B 0, ROIC , revenue growth 1y 5.834092980856882, 6m momentum 40.10938924339107
Sector percentiles: P/E 7.216761510605277, 6m momentum 40.869115364718056
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.05
Base cash flow: 204241891.8918919
DCF price per share: base 1.003817678697703, conservative 0.4803002913570326, aggressive 2.1590532607045017
Financial scorecard for BHP (Basic Materials — Other Industrial Metals & Mining, Australia)
Report date: 2025-12-31 (quarterly)
Stock price: 83.72
Market cap: 212677689344 (USD: 212677689344)
P/E ratio: 14.689826302729529
P/B ratio: 4.0400028824508425
Debt to equity: 0.5264
Current ratio: 1.65
Buffett classification: The Gruesome
Analyst consensus upside (%): 24.391891891891888
Rule of 40 score: 0
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 22.80747895944912, earnings yield % 5.34546937848358, rank 1492
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -1.3144692143023673
Total shareholder yield (%): -1.3144692143023673 (Minimal or Negative)
Momentum (%): 1m 3.7165510406342914, 3m 4.885993485342027, 6m 26.42706131078224, 12m 57.84313725490197, composite 27.833361151247058 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 1, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.47723710439219 (Likely Safe)
Equity multiplier (leverage): 2.087682099060856
ROE archetype: Standard Business
P/E z-score: 4.749725877794061
FCF z-score: 4.749725877794059
Treasury beta 1y: -0.0029471043884079576 (R-squared: 0.0015087640792996436)
Insider 90-day net shares: 2000 (net value USD: 92310.00)
Dividend increase streak (years): 1
ROIC (%): 19.174758782780803 (pretax: 29.49962889658585)
Incremental ROIC 3y (%): -76.84895955282289 (pretax: -108.5885271243515)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 11.99000832639467, P/B 40.79933388842631, ROIC 1.2489592006661114, revenue growth 1y , 6m momentum 7.993338884263114
Sector percentiles: P/E 28.09550249861188, 6m momentum 8.578567462520821
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.08910998674517885
Base cash flow: 4761437908.496732
DCF price per share: base 16.768000086314586, conservative 14.694010867519593, aggressive 19.25240706645464
Financial scorecard for BLDP (Industrials — Electrical Equipment & Parts, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 2.9
Market cap: 874279936 (USD: 874279936)
P/B ratio: 1.7546668827179654
Debt to equity: 0.0362
Current ratio: 10.7
Interest coverage ratio: -29.632653061224488
Return on net tangible assets (%): -1.9027476825730878
Buffett classification: The Gruesome
Analyst consensus upside (%): 83.4710743801653
Rule of 40 score: -93.06710450809328
Altman Z-score: 4.918417209845211 (Safe Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.12624668184444476
Total shareholder yield (%): 0.12624668184444476 (Low Return)
Momentum (%): 1m -21.40921409214092, 3m -11.585365853658534, 6m 9.84848484848484, 12m 38.09523809523809, composite 24.65913490303733 (Strong Uptrend)
Lynch category: Speculative (confidence: Low)
Screener: long score 4, short score 7, recommendation: Neutral
Revenue growth 1y (%): 29.832202858156663
Revenue deceleration: no
Accrual ratio: -0.004414786715835
FCF conversion rate: 0.7373595505617977
Beneish M-score: -2.7247499304277407 (Likely Safe)
ROE (%): -1.9366094998139616
Net margin (%): -58.658153545131555
Asset turnover: 0.028656274334301977
Equity multiplier (leverage): 1.1521099934297276
ROE archetype: Low Return
Treasury beta 1y: -0.0029538068361103075 (R-squared: 0.00024387579123038498)
Insider 90-day net shares: -30360472 (net value USD: -126252520.00)
Dividend increase streak (years): 0
ROIC (%): -77.98239210057409 (pretax: -98.71188873490391)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 35.08064516129033, ROIC 79.03225806451613, revenue growth 1y 14.112903225806454, 6m momentum 30.241935483870968
Sector percentiles: P/E , 6m momentum 25.627240143369175
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: -70533576.64233577
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BLDS.V (Basic Materials — Gold, Canada)
Report date: 2025-12-31 (quarterly)
Stock price: 0.28368794326241137
Market cap: 1292258 (USD: 943254.01459854)
Debt to equity: -0.19833979730425447
Current ratio: 0.1
Interest coverage ratio: -21.73360905824124
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: -77.73641923575397 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -6.389180074527063
Total shareholder yield (%): -6.389180074527063 (Minimal or Negative)
Momentum (%): 1m -4.08645727794663, 3m -35.22458628841606, 6m -44.07294832826747, 12m -49.89407755365202, composite -42.35227252907804 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 1, short score 9, recommendation: Short
Revenue deceleration: no
Accrual ratio: -0.29640097955484934
FCF conversion rate: 0.1841288386068378
Beneish M-score: -3.6895573803918795 (Likely Safe)
Asset turnover: 0
ROE archetype: Standard Business
Treasury beta 1y: 0.0026310090364654215 (R-squared: 0.00021720708540614645)
Insider 90-day net shares: 14000 (net value USD: 5362.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y , 6m momentum 61.756373937677054
Sector percentiles: P/E , 6m momentum 66.8517490283176
Industry median P/E: 8.322060300477567; industry median ROIC: -7.9824265928961236
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.05507320425237011
Base cash flow: -8264580.41958042
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BNAI (Technology — Software - Infrastructure, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 11.16
Market cap: 75565712 (USD: 75565712)
P/B ratio: 35.24163817243424
Debt to equity: 0.18780000000000002
Current ratio: 0.43
Interest coverage ratio: -57.874008367038726
Buffett classification: The Gruesome
Analyst consensus upside (%): -47.229551451187334
Rule of 40 score: -3868.2364049764647
Altman Z-score: -1.0320665015074808 (Distress Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 1.3821705272888847
Total shareholder yield (%): 1.3821705272888847 (Low Return)
Momentum (%): 1m -40.66985645933014, 3m -62.82478347768154, 6m -32.28155339805826, 12m 246.58385093167698, composite 129.6850512691633 (Strong Uptrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 2, short score 12, recommendation: Short
Revenue growth 1y (%): 943.1100000000001
Revenue deceleration: no
Accrual ratio: 0.05137674482868219
FCF conversion rate: 1.2653113695398561
Beneish M-score: -2.9143644194605116 (Likely Safe)
ROE (%): -56.98696429686802
Net margin (%): -2934.4719157135874
Asset turnover: 0.006599040070611772
Equity multiplier (leverage): 2.9428274589869035
ROE archetype: Low Return
Treasury beta 1y: -0.01655730113340836 (R-squared: 0.0003851138737272182)
Insider 90-day net shares: -3995 (net value USD: -1525.00)
Dividend increase streak (years): 0
ROIC (%): -174.9687011912664 (pretax: -221.47936859653973)
Incremental ROIC 3y (%): -156.84487965312547 (pretax: -198.53782234572844)
Capital allocation category: Value Destroyer
Industry percentiles: P/E , P/B 71.04072398190046, ROIC 69.45701357466064, revenue growth 1y 0, 6m momentum 65.61085972850678
Sector percentiles: P/E , 6m momentum 67.16716716716716
Industry median P/E: 5.36821412369575; industry median ROIC: 3.7232145830700096
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.07762294690872468
Base cash flow: -4605887
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BNED (Consumer Cyclical — Specialty Retail, United States)
Report date: 2026-04-30 (annual)
Stock price: 11.88
Market cap: 411563264 (USD: 411563264)
P/E ratio: 20.122448979591837
P/B ratio: 1.160116859247586
Debt to equity: 0.7591
Current ratio: 1.71
Interest coverage ratio: 3.5633034987794954
Return on net tangible assets (%): 14.144457090633686
Buffett classification: The Good
Analyst consensus upside (%): 74.94929006085194
Rule of 40 score: 8.108494670697883
Altman Z-score: 2.0766379712650966 (Grey Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 2.912952997561591, earnings yield % 1.7690889259054619, rank 1334
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 14.484771896453811
Total shareholder yield (%): 14.484771896453811 (High Return)
Momentum (%): 1m 6.930693069306944, 3m 9.594095940959418, 6m 29.836065573770494, 12m 27.331189710610943, composite 19.50280124803251 (Moderate Uptrend)
Lynch category: Slow Grower (confidence: High)
Screener: long score 9, short score 1, recommendation: Long
Revenue growth 1y (%): -4.020237735903298
Revenue deceleration: no
Revenue growth consistency score: 10.828120637826451
Accrual ratio: -0.022205201734172796
FCF conversion rate: 2.0069345661450924
Beneish M-score: -2.4135371209180647 (Likely Safe)
ROE (%): 1.1923074948709218
Net margin (%): 1.3043608482089373
Asset turnover: 0.28564141364182
Equity multiplier (leverage): 3.20014270729775
ROE archetype: Low Return
P/E z-score: 0.7075615101801213
FCF z-score: 2.625127644459107
Treasury beta 1y: 0.007336520676595558 (R-squared: 0.0021416769575515584)
Insider 90-day net shares: -81194 (net value USD: -1032606.00)
Dividend increase streak (years): 0
ROIC (%): 7.014915073317277 (pretax: 8.594850900640989)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 49.29577464788733, P/B 33.33333333333333, ROIC 39.906103286384976, revenue growth 1y 40.375586854460096, 6m momentum 9.389671361502346
Sector percentiles: P/E 53.963838664812236, 6m momentum 8.796940194714882
Industry median P/E: 2.3211958916121533; industry median ROIC: 6.169113478954271
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.09323819536907202
Base cash flow: 33430000
DCF price per share: base 9.494290464744216, conservative 7.024075876242796, aggressive 12.581918449709468
Financial scorecard for BNL (Real Estate — REIT - Diversified, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 22.36
Market cap: 4473398784 (USD: 4473398784)
P/E ratio: 27.72307692307692
P/B ratio: 1.143738548939563
Debt to equity: 0.878
Current ratio: 1.84
Interest coverage ratio: 2.5077593032462393
Return on net tangible assets (%): 3.7784692646316698
Buffett classification: The Great
Analyst consensus upside (%): 27.08102108768035
Rule of 40 score: 49.69394025933735
Altman Z-score: 0.7877112561049496 (Distress Zone)
Piotroski F-score: 6 (Neutral)
Dividend yield (%): 1.2449594299348743
Buyback yield (%): 0
Debt paydown yield (%): -2.9534143137997506
Total shareholder yield (%): -1.7084548838648763 (Minimal or Negative)
Momentum (%): 1m 7.499999999999994, 3m 13.272543059777108, 6m 24.291272929405235, 12m 50.36987222595831, composite 25.814255632350182 (Strong Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 4, short score 4, recommendation: Neutral
Revenue growth 1y (%): 11.694728125862541
Net income growth 1y (%): 165.2032241468016
Revenue deceleration: no
Accrual ratio: -0.004901449487446003
FCF conversion rate: 1.6107949646490773
Beneish M-score: -2.4879081374312433 (Likely Safe)
ROE (%): 1.5324015121861794
Net margin (%): 38.21385326315269
Asset turnover: 0.02099946602291898
Equity multiplier (leverage): 1.9096047605127164
ROE archetype: Low Return
P/E z-score: 4.785182101457614
FCF z-score: 4.785182101457614
Treasury beta 1y: -0.002254240672642302 (R-squared: 0.002723025369540771)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 4.093554197492402 (pretax: 4.14107131288536)
Incremental ROIC 3y (%): 13.74413839494638 (pretax: 14.040435156212)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 46.55172413793103, P/B 68.96551724137932, ROIC 22.413793103448278, revenue growth 1y 25.862068965517242, 6m momentum 8.620689655172415
Sector percentiles: P/E 45.41925465838509, 6m momentum 8.695652173913043
Industry median P/E: 10.965219421101772; industry median ROIC: 2.9783457046174004
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.07272591429249492
Base cash flow: 233796000
DCF price per share: base 15.857639931946514, conservative 10.36883972112617, aggressive 23.144194527479236
Financial scorecard for BPOP (Financial Services — Banks - Regional, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 171.73
Market cap: 10967824384 (USD: 10967824384)
P/E ratio: 11.100743745774173
Buffett classification: The Gruesome
Analyst consensus upside (%): 18.162991838226333
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 3.6703893751886407, 3m 17.382091592617893, 6m 42.31374823899891, 12m 53.673378076062626, composite 35.976167341336854 (Strong Uptrend)
Lynch category:  (confidence: Medium)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
P/E z-score: 4.758614018946069
FCF z-score: 4.758614018946076
Treasury beta 1y: -0.0024319015981954318 (R-squared: 0.001941305523256365)
Insider 90-day net shares: -6500 (net value USD: -965895.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 51.70807453416148, P/B , ROIC , revenue growth 1y , 6m momentum 4.968944099378882
Sector percentiles: P/E 34.50594930160372, 6m momentum 2.767718572167615
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.15
Base cash flow: 691338000
DCF price per share: base 140.68981626103013, conservative 134.56347643128154, aggressive 147.51543923192128
Financial scorecard for BPRN (Financial Services — Banks - Regional, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 40.85
Market cap: 278269536 (USD: 278269536)
P/E ratio: 10.039682539682541
Buffett classification: The Gruesome
Analyst consensus upside (%): 3.42555994729907
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 8.211920529801327, 3m 17.8932178932179, 6m 12.286970863111597, 12m 34.72955145118734, composite 18.228488600394794 (Moderate Uptrend)
Lynch category:  (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
P/E z-score: 4.936555124613199
FCF z-score: 4.936555124613191
Treasury beta 1y: 0.0012629275852024812 (R-squared: 0.0004066319703274973)
Insider 90-day net shares: -1600 (net value USD: -56064.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 44.72049689440994, P/B , ROIC , revenue growth 1y , 6m momentum 51.70807453416148
Sector percentiles: P/E 31.815830315571652, 6m momentum 19.76202793585101
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.15
Base cash flow: 20371000
DCF price per share: base 45.672355159244056, conservative 41.29804833538517, aggressive 51.04757250248795
Financial scorecard for BPYPN (Real Estate — Real Estate Services, Bermuda)
Report date: 2026-03-31 (quarterly)
Stock price: 13.91
P/E ratio: 6.031818181818181
Debt to equity: 1.2806
Current ratio: 0.43
Interest coverage ratio: 0.6549636803874092
Return on net tangible assets (%): -37.54619364375462
Buffett classification: The Gruesome
Rule of 40 score: -186.22897852763694
Piotroski F-score: 1 (Weak)
Momentum (%): 1m 0.07194244604316392, 3m -0.21520803443328096, 6m 4.0388930441286535, 12m 16.013344453711426, composite 6.584542209236797 (Moderate Uptrend)
Lynch category: Turnaround (confidence: Medium)
Screener: long score 0, short score 7, recommendation: Neutral
Revenue growth 1y (%): -3.6592338479130904
Revenue deceleration: no
Accrual ratio: 0.0294812435037324
FCF conversion rate: 110.77777777777777
Beneish M-score: -2.3666203984724867 (Likely Safe)
ROE (%): -0.06370328425821065
Net margin (%): -1.6023738872403561
Asset turnover: 0.016759748752965282
Equity multiplier (leverage): 2.3720861645904114
ROE archetype: Low Return
Treasury beta 1y: -0.0004984337880254489 (R-squared: 0.00015796768621094008)
Insider 90-day net shares: 3100 (net value USD: 42563.00)
Dividend increase streak (years): 0
ROIC (%): 2.3888274213892147 (pretax: 3.0238321789736897)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 46.009389671361504, P/B , ROIC 53.52112676056338, revenue growth 1y 33.098591549295776, 6m momentum 19.248826291079812
Sector percentiles: P/E 29.19254658385093, 6m momentum 23.835403726708073
Industry median P/E: 0.9094611103569973; industry median ROIC: 3.7422962097312933
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.056147945315803256
Base cash flow: -449000000
Financial scorecard for BRBI (Financial Services — Capital Markets, Brazil)
Report date: 2026-03-31 (quarterly)
Stock price: 11.45
Market cap: 300550208 (USD: 300550208)
P/E ratio: 34.25581395348837
P/B ratio: 2.5632364802344245
Debt to equity: 21.3339
Current ratio: 1.03
Return on net tangible assets (%): 4.7674159861066
Buffett classification: The Great
Rule of 40 score: 27.338733284883467
Altman Z-score: -0.481227797511689 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -136.88393797816104
Total shareholder yield (%): -136.88393797816104 (Minimal or Negative)
Momentum (%): 1m 4.949587534372127, 3m -23.513694054776227, 6m -19.53619114546733, 12m , composite -21.52494260012178 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 0, short score 10, recommendation: Strong Short (Melting Ice Cube)
Revenue growth 1y (%): 60.73784918511118
Net income growth 1y (%): -4.229805466704184
Revenue deceleration: no
Accrual ratio: 0.002914851400864487
FCF conversion rate: -0.35077159675452085
Beneish M-score: -2.218747340680442 (Likely Safe)
ROE (%): 4.881165322862959
Net margin (%): 1.3201830767749785
Asset turnover: 0.1634558009566496
Equity multiplier (leverage): 22.61981339848385
ROE archetype: Low Return
P/E z-score: 1.9234790733059879
Treasury beta 1y: 0.0013554157797291651 (R-squared: 8.257625622617597e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 1.5898536618677954 (pretax: 2.1127246593546944)
Incremental ROIC 3y (%): 0.16720522483427577 (pretax: -0.07596524377379701)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 53.84615384615385, P/B 54.12087912087912, ROIC 30.494505494505496, revenue growth 1y 9.615384615384617, 6m momentum 57.692307692307686
Sector percentiles: P/E 52.664252457320224, 6m momentum 59.85514743921366
Industry median P/E: 0.9254498714652956; industry median ROIC: 1.51204420306575
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.05125183646378359
Base cash flow: 33820802.91970803
DCF price per share: base 13.536072001930473, conservative 0, aggressive 43.353361808648145
Financial scorecard for BRBY.L (Consumer Cyclical — Luxury Goods, United Kingdom)
Report date: 2026-03-31 (annual)
Stock price: 0.1424
Market cap: 3825689344 (USD: 5033801768.421053)
P/E ratio: 2.385964912280702
P/B ratio: 0.04119800466131079
Debt to equity: 1.6099
Current ratio: 1.87
Interest coverage ratio: 1.9512195121951221
Return on net tangible assets (%): 44.490358126721766
Buffett classification: The Good
Analyst consensus upside (%): 898774.6323529411
Rule of 40 score: 14.049366728180132
Altman Z-score: 2.5196214375870394 (Grey Zone)
Piotroski F-score: 9 (Strong)
Magic formula: return on capital % 8.928571428571427, earnings yield % 4.495009282532194, rank 3296
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 1.6933885101096107
Total shareholder yield (%): 1.6933885101096107 (Low Return)
Momentum (%): 1m -0.25437788018433244, 3m -8.209059233449477, 6m -11.892976588628771, 12m -21.066666666666674, composite -13.655800494474208 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 7, short score 1, recommendation: Neutral
Revenue growth 1y (%): -0.37212087512564773
Revenue CAGR 3y (%): -5.885726438264982
Net income CAGR 3y (%): -64.30216541035092
FCF CAGR 3y (%): -11.608124782897733
Revenue deceleration: no
Revenue growth consistency score: 8.062127937809324
Accrual ratio: -0.10782431453740428
FCF conversion rate: 17.61904761904762
Beneish M-score: -2.9265028188117332 (Likely Safe)
ROE (%): 2.264103389854241
Net margin (%): 0.8677685950413223
Asset turnover: 0.7476643013768434
Equity multiplier (leverage): 3.4896806172027057
ROE archetype: Low Return
P/E z-score: 3.567036552198861
FCF z-score: 4.3217623903621805
Treasury beta 1y: 0.002735617287907148 (R-squared: 0.0008654857046757795)
Insider 90-day net shares: 88962 (net value USD: 1277938.00)
Dividend increase streak (years): 0
ROIC (%): 5.784204671857621 (pretax: 8.898776418242491)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 46.61016949152542, P/B 1.694915254237288, ROIC 54.23728813559322, revenue growth 1y 39.83050847457627, 6m momentum 52.54237288135594
Sector percentiles: P/E 39.60361613351878, 6m momentum 54.58970792767733
Industry median P/E: 0.8294493588611236; industry median ROIC: 9.396498845488384
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.06735191402407405
Base cash flow: 425000000
DCF price per share: base 0.32750978921458396, conservative 0.2741003528632101, aggressive 0.396599812647805
Financial scorecard for BSM (Energy — Oil & Gas E&P, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 14.65
Market cap: 3113115136 (USD: 3113115136)
P/E ratio: 11.63779527559055
P/B ratio: 2.9252051465703994
Debt to equity: 0.17420000000000002
Current ratio: 2.34
Interest coverage ratio: 24.15501338887236
Return on net tangible assets (%): 1.0308452595833775
Buffett classification: The Great
Analyst consensus upside (%): 8.254397834912048
Rule of 40 score: 68.030677563698
Altman Z-score: 7.397447315961569 (Safe Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 6.332663548631673, earnings yield % 2.26206252945014, rank 560
Dividend yield (%): 2.2827938221170885
Buyback yield (%): 0.07500525672815976
Debt paydown yield (%): -1.0300936071771425
Total shareholder yield (%): 1.3277054716681056 (Low Return)
Momentum (%): 1m 3.4604519774011315, 3m 5.6236481614996485, 6m 4.568165596002859, 12m 30.338078291814945, composite 12.056820481445081 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 7, short score 2, recommendation: Neutral
Revenue growth 1y (%): 7.510433567889763
Net income growth 1y (%): -16.77953348382242
Revenue deceleration: no
Accrual ratio: -0.02780734264034376
FCF conversion rate: 3.8012356841470765
Beneish M-score: -2.3506131931202416 (Likely Safe)
ROE (%): 1.2053740501276489
Net margin (%): 10.711086361765489
Asset turnover: 0.09267792832380319
Equity multiplier (leverage): 1.2142608683016232
ROE archetype: Low Return
P/E z-score: 4.965464006317822
FCF z-score: 4.965464006317825
Treasury beta 1y: -0.0009602039020733421 (R-squared: 0.00039956612783599024)
Insider 90-day net shares: 79968 (net value USD: 1004098.00)
Dividend increase streak (years): 0
ROIC (%): 16.059383629925414 (pretax: 20.328333708766348)
Incremental ROIC 3y (%): -400.9327878087106 (pretax: -507.50985798570963)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 17.117117117117118, P/B 50, ROIC 7.207207207207207, revenue growth 1y 22.2972972972973, 6m momentum 42.567567567567565
Sector percentiles: P/E 23.389494549058472, 6m momentum 43.31020812685827
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.05
Base cash flow: 218545000
DCF price per share: base 39.627750661199485, conservative 31.343836636623525, aggressive 52.23809622252408
Financial scorecard for BSRR (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 41.88
Market cap: 547756224 (USD: 547756224)
P/E ratio: 9.84795321637427
P/B ratio: 1.2111354446625646
Debt to equity: 0.7439004272587803
Return on net tangible assets (%): 3.7521109340437167
Buffett classification: The Gruesome
Analyst consensus upside (%): 25.445368171021375
Rule of 40 score: 26.951601921215296
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0.6267386566473775
Buyback yield (%): 1.8115722953428275
Debt paydown yield (%): 21.475429186542662
Total shareholder yield (%): 23.913740138532866 (High Return)
Momentum (%): 1m 3.000491883915411, 3m 16.301027492363247, 6m 21.215629522431275, 12m 40.725806451612904, composite 24.714333700272004 (Strong Uptrend)
Lynch category: Fast Grower (confidence: High)
Screener: long score 3, short score 2, recommendation: Neutral
Revenue growth 1y (%): 5.461371841155227
Net income growth 1y (%): 37.5673002966707
Revenue deceleration: no
Accrual ratio: 0.00040560456903789303
FCF conversion rate: 0.8771565495207668
Beneish M-score: -2.5158485598494926 (Likely Safe)
ROE (%): 3.436836463407437
Net margin (%): 34.28634023441779
Asset turnover: 0.009630075710655203
Equity multiplier (leverage): 10.408976676452866
ROE archetype: Low Return
P/E z-score: 4.685019889636941
FCF z-score: 4.685019889636935
Treasury beta 1y: 0.0025304483437487302 (R-squared: 0.0016328064965246362)
Insider 90-day net shares: -25000 (net value USD: -954085.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 43.32298136645963, P/B 52.79503105590062, ROIC , revenue growth 1y 44.099378881987576, 6m momentum 29.96894409937888
Sector percentiles: P/E 31.272633212622864, 6m momentum 11.562338334195552
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.08950405854746876
Base cash flow: 43477000
DCF price per share: base 39.76980709066796, conservative 29.44454673436084, aggressive 52.96007332069067
Financial scorecard for BSTZ (Financial Services — Asset Management, United States)
Report date: 2025-12-31 (annual)
Stock price: 28.69
Market cap: 1972269696 (USD: 1972269696)
P/E ratio: 4.713665943600867
P/B ratio: 0.869960450380672
Debt to equity: 0
Return on net tangible assets (%): 18.307540533409465
Buffett classification: The Gruesome
Rule of 40 score: 292.9791884807623
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -1.7129153819801302, 3m 8.550889141127513, 6m 30.88503649635036, 12m 49.2715920915713, composite 30.436324848288677 (Strong Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 6, short score 0, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.3255141081810433 (Likely Safe)
Equity multiplier (leverage): 1.030186983023044
ROE archetype: Standard Business
P/E z-score: 3.662986640801186
FCF z-score: 4.3633825036577445
Treasury beta 1y: 0.00732273794062885 (R-squared: 0.014196874478083446)
Insider 90-day net shares: 33410 (net value USD: 731263.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 24.521422060164085, P/B 38.37739288969918, ROIC , revenue growth 1y , 6m momentum 3.646308113035551
Sector percentiles: P/E 22.374547335747543, 6m momentum 6.233833419555096
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: 314359050
DCF price per share: base 151.73191961598738, conservative 85.43643236338683, aggressive 264.8643235741955
Financial scorecard for BSVN (Financial Services — Banks - Regional, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 49.44
Market cap: 470635968 (USD: 470635968)
P/E ratio: 11.20137299771167
Buffett classification: The Gruesome
Analyst consensus upside (%): 17.119509703779357
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 5.348391220967394, 3m 13.785960874568456, 6m 13.838360580244066, 12m 7.501630789302012, composite 9.889414682226771 (Flat)
Lynch category:  (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
ROE archetype: Standard Business
P/E z-score: 4.68212876736919
FCF z-score: 4.682128767369183
Treasury beta 1y: 0.002292876553916332 (R-squared: 0.001391319373132843)
Insider 90-day net shares: -12549 (net value USD: -602738.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 52.32919254658385, P/B , ROIC , revenue growth 1y , 6m momentum 48.91304347826087
Sector percentiles: P/E 34.73874806001035, 6m momentum 18.365235385411278
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.0975
Base cash flow: 39448000
DCF price per share: base 128.85918329666322, conservative 94.64259643523474, aggressive 182.1382789645342
Financial scorecard for BWFG (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 62.21
Market cap: 496011520 (USD: 496011520)
P/E ratio: 9.685370741482965
P/B ratio: 1.2356069254102724
Debt to equity: 0.41607292875786395
Return on net tangible assets (%): 3.8509168156700953
Buffett classification: The Gruesome
Analyst consensus upside (%): 16.904614111318025
Rule of 40 score: 20.07769108617796
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0.31874259694613544
Buyback yield (%): 0.03024123310684397
Debt paydown yield (%): 10.067911325930494
Total shareholder yield (%): 10.416895155983473 (High Return)
Momentum (%): 1m 7.667012807199722, 3m 23.5060551915823, 6m 32.361702127659576, 12m 71.47188533627342, composite 38.37635277050804 (Strong Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue growth 1y (%): 28.24657418013661
Net income growth 1y (%): 63.69047619047619
Revenue deceleration: no
Accrual ratio: 0.0011942882074954728
FCF conversion rate: 0.643370288248337
Beneish M-score: -2.5335429269912315 (Likely Safe)
ROE (%): 3.6765005584041868
Net margin (%): 37.29862052995468
Asset turnover: 0.008978397966769622
Equity multiplier (leverage): 10.978500216024978
ROE archetype: Low Return
P/E z-score: 4.941964094598208
FCF z-score: 4.941964094598211
Treasury beta 1y: 0.0008496200948660498 (R-squared: 0.00019731454622040336)
Insider 90-day net shares: -2076 (net value USD: -123405.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 42.54658385093168, P/B 53.57142857142857, ROIC , revenue growth 1y 8.385093167701864, 6m momentum 12.267080745341614
Sector percentiles: P/E 30.936368339368858, 6m momentum 5.276771857216762
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.15
Base cash flow: 38138000
DCF price per share: base 47.312859275140454, conservative 42.60650283452841, aggressive 52.81598769287257
Financial scorecard for BWLP (Energy — Oil & Gas Midstream, Singapore)
Report date: 2026-03-31 (quarterly)
Stock price: 21.83
Market cap: 3314112768 (USD: 3314112768)
P/E ratio: 7.041841004184099
P/B ratio: 1.6320473982138592
Debt to equity: 0.4446
Current ratio: 1.47
Interest coverage ratio: 24.9319395523236
Return on net tangible assets (%): 12.42775980559529
Buffett classification: The Great
Rule of 40 score: 31.959851738421797
Altman Z-score: 2.8118262890131804 (Grey Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 8.040515880519045, earnings yield % 4.207362362532403, rank 250
Dividend yield (%): 2.02408985001197
Buyback yield (%): 0
Debt paydown yield (%): 2.3425135075001178
Total shareholder yield (%): 4.366603357512088 (Moderate Return)
Momentum (%): 1m 18.835057158410436, 3m 21.412680756395982, 6m 64.63046757164403, 12m 67.9230769230769, composite 42.45028021191078 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 8, short score 1, recommendation: Long
Revenue growth 1y (%): 1.0827581731873481
Net income growth 1y (%): 192.29811771250934
Revenue deceleration: no
Revenue growth consistency score: 6.260578493393421
Accrual ratio: 0.010239732748754855
FCF conversion rate: 0.8222075135314025
Beneish M-score: -2.889207054199825 (Likely Safe)
ROE (%): 9.461367428895368
Net margin (%): 22.3321027404037
Asset turnover: 0.25789659076905586
Equity multiplier (leverage): 1.642777289066317
ROE archetype: Standard Business
P/E z-score: 4.982194234897238
FCF z-score: 4.9821942348972375
Treasury beta 1y: -3.112695637852163e-05 (R-squared: 1.1861906921883959e-07)
Insider 90-day net shares: 4000 (net value USD: 183843.00)
Dividend increase streak (years): 1
ROIC (%): 10.459313518698114 (pretax: 10.971934001358402)
Incremental ROIC 3y (%): 5.807883504455395 (pretax: 7.517176135085762)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 10.92436974789916, P/B 29.411764705882355, ROIC 14.285714285714285, revenue growth 1y 44.537815126050425, 6m momentum 4.201680672268908
Sector percentiles: P/E 16.94747274529237, 6m momentum 5.649157581764123
Industry median P/E: 16.26732673267327; industry median ROIC: 6.903538781940697
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.051242518302416155
Base cash flow: 283863281.25
DCF price per share: base 207.13720817092758, conservative 97.93058558835146, aggressive 444.39255710500174
Financial scorecard for BWP.AX (Real Estate — REIT - Industrial, Australia)
Report date: 2025-06-30 (annual)
Stock price: 2.673611111111111
Market cap: 2799512320 (USD: 1829746614.3790848)
P/E ratio: 5.917682388270625
P/B ratio: 0.8578353618510832
Debt to equity: 0.3237
Current ratio: 0.68
Interest coverage ratio: 4.778250321107464
Return on net tangible assets (%): 9.352504811357798
Buffett classification: The Great
Analyst consensus upside (%): 78.1194029850746
Rule of 40 score: 73.49555622621625
Altman Z-score: 2.6114484511144562 (Grey Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 4.707427042149971
Buyback yield (%): 0
Debt paydown yield (%): -0.754846472688501
Total shareholder yield (%): 3.9525805694614697 (Low Return)
Momentum (%): 1m 1.7516039661708918, 3m -2.270089933275312, 6m 6.944444444444446, 12m 20.872837658017314, composite 7.8221418471740805 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 5, short score 2, recommendation: Neutral
Revenue growth 1y (%): 14.402225260937861
Net income growth 1y (%): 44.471600494466415
Revenue CAGR 3y (%): 7.828848985297054
Net income CAGR 3y (%): -19.72986956764814
FCF CAGR 3y (%): 0.7396024278776503
Revenue deceleration: no
Revenue growth consistency score: 8.062949226480226
Accrual ratio: 0.03938315566527232
FCF conversion rate: 0.4510217375751665
Beneish M-score: -1.9527586450409957 (Likely Safe)
ROE (%): 9.48263057242058
Net margin (%): 131.02102635447807
Asset turnover: 0.05475381277291125
Equity multiplier (leverage): 1.3218234971085472
ROE archetype: Standard Business
P/E z-score: 5.065412597422397
FCF z-score: 5.065412597422388
Treasury beta 1y: 0.003504125308211179 (R-squared: 0.007091831127263629)
Insider 90-day net shares: 20750 (net value USD: 55600.00)
Dividend increase streak (years): 0
ROIC (%): 4.622765225790792 (pretax: 4.622765225790792)
Incremental ROIC 3y (%): 6.0208584242152705 (pretax: 6.0208584242152705)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 15.625, P/B 43.75, ROIC 28.125, revenue growth 1y 12.5, 6m momentum 50
Sector percentiles: P/E 29.037267080745345, 6m momentum 20.108695652173914
Industry median P/E: 14.8609756097561; industry median ROIC: 3.63451392549292
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.07178513276227894
Base cash flow: 173579738.5620915
DCF price per share: base 4.163930731232033, conservative 2.7128274312124856, aggressive 6.398661876198637