speb/financial-data huggingface dataset:
Financial scorecard for ECOR (Healthcare — Medical Devices, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 7.08
Market cap: 51350428 (USD: 51350428)
Debt to equity: -1.6675457102672293
Current ratio: 1.02
Interest coverage ratio: -16.71698113207547
Buffett classification: The Gruesome
Analyst consensus upside (%): 224.5439469320066
Rule of 40 score: -38.52691528327081
Altman Z-score: -16.79556308071354 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -0.15968708186813943
Total shareholder yield (%): -0.15968708186813943 (Minimal or Negative)
Momentum (%): 1m -6.472919418758259, 3m 14.563106796116513, 6m -5.220883534136543, 12m -5.220883534136543, composite 3.560303782552005 (Flat)
Lynch category: Turnaround (confidence: High)
Screener: long score 1, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue growth 1y (%): 42.640273850275335
Revenue deceleration: no
Accrual ratio: -0.13241969018126445
FCF conversion rate: 0.5710491367861886
Beneish M-score: -1.40829314564869 (Strong Manipulation Signal)
Net margin (%): -54.99791318864775
Asset turnover: 0.5613048698351343
ROE archetype: Standard Business
Treasury beta 1y: 0.002833812866111274 (R-squared: 0.00018276040101849182)
Insider 90-day net shares: -95739 (net value USD: -660356.00)
Dividend increase streak (years): 0
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B , ROIC , revenue growth 1y 10.385756676557865, 6m momentum 28.18991097922849
Sector percentiles: P/E , 6m momentum 35.31518624641834
Industry median P/E: 21.626420273203117; industry median ROIC: -5.9391058628332924
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.08652158001687649
Base cash flow: -12357000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EGL.AX (Industrials — Pollution & Treatment Controls, Australia)
Report date: 2025-06-30 (annual)
Stock price: 0.0625
Market cap: 35766792 (USD: 23376988.23529412)
P/E ratio: 16.33986928104575
P/B ratio: 2.0761926805713706
Debt to equity: 0.35
Current ratio: 1.42
Interest coverage ratio: 8.494717112344654
Return on net tangible assets (%): 31.05711799696153
Buffett classification: The Great
Analyst consensus upside (%): 28.519999999999996
Rule of 40 score: 7.019745103464434
Altman Z-score: 2.2487815541223997 (Grey Zone)
Piotroski F-score: 0 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.6944444444444459, 3m -58.333333333333336, 6m -63.5, 12m -65.04629629629629, composite -62.373563218390814 (Strong Downtrend)
Lynch category: Fast Grower (confidence: High)
Screener: long score 5, short score 5, recommendation: Neutral
Revenue deceleration: no
Accrual ratio: 0.1124430832837467
FCF conversion rate: -0.9968135967924914
Beneish M-score: -2.292272018767737 (Likely Safe)
Equity multiplier (leverage): 1.987476966132032
ROE archetype: Standard Business
P/E z-score: 4.650255191942926
Treasury beta 1y: 0.001760040818160798 (R-squared: 0.0001279590985153028)
Insider 90-day net shares: 210977 (net value USD: 20654.00)
Dividend increase streak (years): 0
ROIC (%): 8.444690542083336 (pretax: 11.295100987186755)
Incremental ROIC 3y (%): 11.21008028397555 (pretax: 14.68664715203339)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 26.923076923076923, P/B 34.61538461538461, ROIC 20.51282051282051, revenue growth 1y , 6m momentum 74.35897435897436
Sector percentiles: P/E 51.792114695340494, 6m momentum 85.33026113671275
Industry median P/E: 0.3692094247203502; industry median ROIC: -1.8898100942920708
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.07363378131844066
Base cash flow: 4675611.764705882
DCF price per share: base 0.6831338015675645, conservative 0.36033524312327236, aggressive 1.2918859954527482
Financial scorecard for EGO (Basic Materials — Gold, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 31.88
Market cap: 8305885184 (USD: 8305885184)
P/E ratio: 12.003496503496503
P/B ratio: 2.8769882753626943
Debt to equity: 0.2879
Current ratio: 1.63
Return on net tangible assets (%): -2.961492971465109
Buffett classification: The Gruesome
Analyst consensus upside (%): 19.429070783571227
Rule of 40 score: -40.04788216163607
Altman Z-score: 2.9032452384158565 (Grey Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 4.6539610392962745, earnings yield % 2.1077273871625546, rank 846
Dividend yield (%): 0.12902353602519928
Buyback yield (%): 0.7655748710163325
Debt paydown yield (%): 0.5578087100802719
Total shareholder yield (%): 1.4524071171218038 (Low Return)
Momentum (%): 1m 7.195696032279761, 3m -0.5924540068599977, 6m -30.875975715524717, 12m 55.96868884540116, composite 4.6768639346780185 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 5, recommendation: Neutral
Revenue growth 1y (%): 54.18926911420237
Net income growth 1y (%): 90.80355152049874
Revenue deceleration: no
Accrual ratio: 0.045981032104868536
FCF conversion rate: -1.2801091077071984
Beneish M-score: -2.554482128296296 (Likely Safe)
ROE (%): 3.147107456670141
Net margin (%): 25.614543187060036
Asset turnover: 0.07872931467341657
Equity multiplier (leverage): 1.5605888007300837
ROE archetype: Low Return
P/E z-score: 3.8561427485550674
Treasury beta 1y: -0.011824504966357018 (R-squared: 0.008574099597940452)
Insider 90-day net shares: -72870 (net value USD: -2297816.00)
Dividend increase streak (years): 1
ROIC (%): 15.072218613496677 (pretax: 15.709105846143641)
Incremental ROIC 3y (%): 52.32251156973049 (pretax: 52.95756920304227)
Capital allocation category: High-Efficiency Compounder
Industry percentiles: P/E 16.572237960339944, P/B 30.878186968838527, ROIC 13.881019830028329, revenue growth 1y 12.039660056657224, 6m momentum 42.63456090651558
Sector percentiles: P/E 26.45752359800111, 6m momentum 54.91393670183231
Industry median P/E: 8.322060300477567; industry median ROIC: -7.9824265928961236
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.11682242391576736
Base cash flow: -67658394.16058385
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ELM.L (Basic Materials — Specialty Chemicals, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.022533333333333332
Market cap: 964437248 (USD: 1303293578.3783784)
P/E ratio: 0.27702702702702703
P/B ratio: 0.014500600851063826
Debt to equity: 0.3985
Current ratio: 1.92
Interest coverage ratio: 5.58974358974359
Return on net tangible assets (%): -92.75000000000001
Buffett classification: The Great
Analyst consensus upside (%): 912401.219512195
Rule of 40 score: 14.411079260278402
Piotroski F-score: 4 (Weak)
Magic formula: return on capital % 34.126487163431435, earnings yield % 12.630225007934062, rank 364
Dividend yield (%): 2.6232914637490232
Buyback yield (%): 5.609488861218267
Debt paydown yield (%): -2.25442350397483
Total shareholder yield (%): 5.9783568209924605 (Moderate Return)
Momentum (%): 1m 9.777777777777773, 3m 10.428256070640172, 6m 1.0585858585858483, 12m 1.0585858585858483, composite 1.1814193990561996 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 9, short score 5, recommendation: Long
Revenue growth 1y (%): 6.980116917182166
Revenue CAGR 3y (%): -3.0926240041660114
FCF CAGR 3y (%): 9.940729360043555
Revenue deceleration: no
Revenue growth consistency score: 12.28806274994861
Accrual ratio: -0.08327347335549945
FCF conversion rate: -1.1274725274725275
Beneish M-score: -2.3165763850822003 (Likely Safe)
ROE (%): -6.77020366409374
Net margin (%): -7.615062761506277
Asset turnover: 0.5140072348131294
Equity multiplier (leverage): 1.7296531200595182
ROE archetype: Low Return
FCF z-score: 4.990545061128227
Treasury beta 1y: -0.0015053940187451699 (R-squared: 0.0005623541149430515)
Insider 90-day net shares: 3584954 (net value USD: 7409791.00)
Dividend increase streak (years): 0
ROIC (%): 8.929678600212686 (pretax: 12.885683886984275)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 36.51162790697675, P/B 1.1627906976744187, ROIC 27.674418604651162, revenue growth 1y 19.767441860465116, 6m momentum 47.674418604651166
Sector percentiles: P/E 12.853970016657412, 6m momentum 23.181565796779566
Industry median P/E: 0.2375559102197765; industry median ROIC: 5.779832452013451
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.08564248507556473
Base cash flow: -50135135.13513514
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ELR.TO (Basic Materials — Other Precious Metals & Mining, Canada)
Report date: 2026-03-31 (quarterly)
Stock price: 0.2624113475177305
Market cap: 75186872 (USD: 54091274.820143886)
P/B ratio: 1.4934902884565588
Debt to equity: 0.2084
Current ratio: 0.46
Interest coverage ratio: -7.666666666666666
Return on net tangible assets (%): -6.229665399499984
Buffett classification: The Gruesome
Rule of 40 score: -59.8842075563768
Altman Z-score: -7.083887637271329 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -2.521134332860158
Total shareholder yield (%): -2.521134332860158 (Minimal or Negative)
Momentum (%): 1m 24.2080378250591, 3m -18.294648613797552, 6m -59.31149892421708, 12m 32.177567638560554, composite -23.729957369218226 (Flat)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue growth 1y (%): -4.155011575716461
Revenue deceleration: no
Accrual ratio: -0.006863254625014544
FCF conversion rate: 0.7038216560509554
Beneish M-score: 0.04311288979968636 (Strong Manipulation Signal)
ROE (%): -6.657978406102824
Net margin (%): -29.596867749419953
Asset turnover: 0.07829446467179534
Equity multiplier (leverage): 2.8731981051393025
ROE archetype: Low Return
Treasury beta 1y: 0.03606379955339442 (R-squared: 0.014056099427479258)
Insider 90-day net shares: -1284000 (net value USD: -560924.00)
Dividend increase streak (years): 0
ROIC (%): -12.403646045589154 (pretax: -15.700817779226774)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 13.753581661891118, ROIC 25.787965616045845, revenue growth 1y 10.601719197707736, 6m momentum 69.34097421203438
Sector percentiles: P/E , 6m momentum 77.65130483064964
Industry median P/E: 8.740359897172237; industry median ROIC: -12.638421644657798
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.15
Base cash flow: -15179562.04379562
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ELS (Real Estate — REIT - Residential, United States)
Report date: 2026-06-30 (quarterly)
Stock price: 66.05
Market cap: 13235354624 (USD: 13235354624)
P/E ratio: 31.135265700483096
Debt to equity: 1.8236
Current ratio: 0.22
Buffett classification: The Gruesome
Analyst consensus upside (%): 9.464701318851814
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 5.25896414342629, 3m 5.275741153968752, 6m 5.041348600508897, 12m 14.09569873898773, composite 6.237440697222958 (Flat)
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: 4.687410498912839
FCF z-score: 4.68741049891284
Treasury beta 1y: -0.0017496377798759063 (R-squared: 0.0017528475913347091)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 6.8263493758789835 (pretax: 8.640948577062005)
Incremental ROIC 3y (%): -0.410434489240186 (pretax: 44.282719232715614)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 42.857142857142854, P/B , ROIC 0, revenue growth 1y , 6m momentum 31.428571428571427
Sector percentiles: P/E 46.816770186335404, 6m momentum 22.51552795031056
Industry median P/E: 25.918956043956044; industry median ROIC: 2.6247744560674637
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.07200564183875865
Base cash flow: 378713000
DCF price per share: base 23.911477387824167, conservative 18.393392156795652, aggressive 30.89013431312234
Financial scorecard for ELSE (Technology — Scientific & Technical Instruments, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 7.72
Market cap: 27270304 (USD: 27270304)
P/E ratio: 55.625
P/B ratio: 1.0551270204054237
Debt to equity: 0
Current ratio: 12.64
Interest coverage ratio: -72.66666666666667
Return on net tangible assets (%): -0.8256141763995167
Buffett classification: The Gruesome
Rule of 40 score: -5.845538690624892
Altman Z-score: 16.248943485239266 (Safe Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 0.5208333333333338, 3m 1.3123359580052447, 6m 75.05668934240362, 12m 59.17525773195877, composite 44.906513588108794 (Strong Uptrend)
Lynch category: Speculative (confidence: Low)
Screener: long score 6, short score 13, recommendation: Short
Revenue growth 1y (%): 15.185350602947745
Revenue deceleration: no
Accrual ratio: -0.009823368281855106
FCF conversion rate: -0.3448275862068966
Beneish M-score: -2.6877009728492514 (Likely Safe)
ROE (%): -0.7807504627292614
Net margin (%): -4.497867390461419
Asset turnover: 0.1624004281981046
Equity multiplier (leverage): 1.0688541140837962
ROE archetype: Low Return
P/E z-score: 4.518800427426648
FCF z-score: 3.796095210178778
Treasury beta 1y: -0.0007874804221342245 (R-squared: 1.992408698336226e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 0.04183322487682439 (pretax: 0.04743833017077799)
Incremental ROIC 3y (%): 6.484035305608141 (pretax: 8.158995815899582)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 47.44525547445255, P/B 22.62773722627737, ROIC 55.47445255474452, revenue growth 1y 16.78832116788321, 6m momentum 4.37956204379562
Sector percentiles: P/E 49.482816149482815, 6m momentum 5.872539205872539
Industry median P/E: 0.9334334334334333; industry median ROIC: 7.349148361525377
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.08155000000000001
Base cash flow: 330000
DCF price per share: base 4.89616657377296, conservative 4.546303058567084, aggressive 5.351384837121552
Financial scorecard for ENVB (Healthcare — Biotechnology, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 1.29
Market cap: 5196735 (USD: 5196735)
P/B ratio: 1.544274405487841
Debt to equity: 0
Current ratio: 11.67
Return on net tangible assets (%): -31.54119477045867
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: -22.67380693702529 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -1.5267175572519098, 3m -74.40476190476191, 6m -69.50354609929079, 12m -91.85606060606061, composite -78.54603532795022 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 2, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue deceleration: no
Accrual ratio: 0.11742341937601514
FCF conversion rate: 1.3816200206553766
Beneish M-score: -1.7944381887823093 (Likely Safe)
ROE (%): -35.36295362505492
Asset turnover: 0
Equity multiplier (leverage): 1.1492776453404074
ROE archetype: Low Return
Treasury beta 1y: 0.002118982823835262 (R-squared: 2.7810677529976265e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Incremental ROIC 3y (%): 551.2684831601549 (pretax: 697.8082065318414)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 17.509025270758123, ROIC , revenue growth 1y , 6m momentum 73.19494584837545
Sector percentiles: P/E , 6m momentum 76.00286532951289
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.1096
Base cash flow: -8571129
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for ENW.L (Energy — Oil & Gas E&P, United Kingdom)
Report date: 2025-12-31 (annual)
Stock price: 0.0017333333333333333
Market cap: 40881324 (USD: 55245032.432432435)
P/B ratio: 0.0034830274937689724
Debt to equity: 0.005600000000000001
Current ratio: 41.7
Interest coverage ratio: -14.37109375
Return on net tangible assets (%): -2.5714026107762673
Buffett classification: The Gruesome
Rule of 40 score: -144.27982111036505
Altman Z-score: 4.3622616590473315 (Safe Zone)
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -0.3904594675064828
Total shareholder yield (%): -0.3904594675064828 (Minimal or Negative)
Momentum (%): 1m 1.3333333333333375, 3m -8.380952380952394, 6m -24.549019607843153, 12m -19.83333333333334, composite -17.93937662784413 (Strong Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 8, recommendation: Short
Revenue growth 1y (%): -91.94867944867944
Net income growth 1y (%): -120.43859819014733
Revenue CAGR 3y (%): -69.58457667500949
Net income CAGR 3y (%): nan
FCF CAGR 3y (%): nan
Revenue deceleration: yes
Revenue growth consistency score: 32.09410534200851
Beneish M-score: -2.4213092681831743 (Likely Safe)
ROE (%): -2.766085387853277
Net margin (%): -134.0406455469217
Asset turnover: 0.01869689461679189
Equity multiplier (leverage): 1.1037217262593089
ROE archetype: Low Return
Treasury beta 1y: 0.0005950863898470779 (R-squared: 1.5431683769118798e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): -12.53807770843519 (pretax: -15.870984441057207)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 0.9009009009009009, ROIC 57.65765765765766, revenue growth 1y 50, 6m momentum 65.76576576576578
Sector percentiles: P/E , 6m momentum 66.005946481665
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: -5736486.486486487
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EOG (Energy — Oil & Gas E&P, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 146.39
Market cap: 77971488768 (USD: 77971488768)
P/E ratio: 14.106194690265488
P/B ratio: 2.4722042485375955
Debt to equity: 0.2687
Current ratio: 1.72
Interest coverage ratio: 37.77272727272727
Return on net tangible assets (%): 4.946939303740132
Buffett classification: The Good
Analyst consensus upside (%): 10.058552906733569
Rule of 40 score: 38.25090161828762
Altman Z-score: 3.2651192472390673 (Safe Zone)
Piotroski F-score: 9 (Strong)
Magic formula: return on capital % 5.371339926313748, earnings yield % 3.0244395892068754, rank 573
Dividend yield (%): 0.6976909234331063
Buyback yield (%): 0.5360933933732325
Debt paydown yield (%): 0.13081704814370745
Total shareholder yield (%): 1.3646013649500464 (Low Return)
Momentum (%): 1m 9.68829611868723, 3m 9.960189288665209, 6m 36.1767441860465, 12m 26.3071613459879, composite 20.42930856979893 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 8, short score 2, recommendation: Long
Revenue growth 1y (%): 15.679561793906194
Net income growth 1y (%): 35.33834586466165
Revenue deceleration: no
Accrual ratio: 0.012512241269479068
FCF conversion rate: 0.6676767676767676
Beneish M-score: -2.305229110842832 (Likely Safe)
ROE (%): 6.519484368054526
Net margin (%): 29.29860905593371
Asset turnover: 0.1285071831293914
Equity multiplier (leverage): 1.731565170148664
ROE archetype: Standard Business
P/E z-score: 4.874581087985953
FCF z-score: 4.874581087985949
Treasury beta 1y: -0.001475273242141733 (R-squared: 0.0005922579439753295)
Insider 90-day net shares: -1887 (net value USD: -256953.00)
Dividend increase streak (years): 0
ROIC (%): 16.286704460121122 (pretax: 20.80642846893385)
Incremental ROIC 3y (%): -51.544723959482965 (pretax: -65.69767441860465)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 19.36936936936937, P/B 46.3963963963964, ROIC 6.531531531531531, revenue growth 1y 16.666666666666664, 6m momentum 17.117117117117118
Sector percentiles: P/E 26.065411298315162, 6m momentum 16.253716551040633
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.05598404622363161
Base cash flow: 2847000000
DCF price per share: base 160.0008185122238, conservative 129.8471607434938, aggressive 202.47178297450446
Financial scorecard for ESRT (Real Estate — REIT - Diversified, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 5.64
Market cap: 1732777344 (USD: 1732777344)
P/E ratio: 24.61904761904762
P/B ratio: 0.48595544152361275
Debt to equity: 1.2867
Current ratio: 1.67
Interest coverage ratio: 0.9987205459004158
Return on net tangible assets (%): 20.25381370891321
Buffett classification: The Great
Analyst consensus upside (%): 22.82398452611218
Rule of 40 score: 28.21143852870069
Altman Z-score: 0.39659771993539855 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0.40813091332754636
Buyback yield (%): 0
Debt paydown yield (%): 3.0309722239766312
Total shareholder yield (%): 3.4391031373041776 (Low Return)
Momentum (%): 1m 9.302325581395339, 3m 2.173913043478263, 6m -14.674735249621795, 12m -21.883656509695292, composite -13.677559387274066 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue growth 1y (%): 4.9442982017704695
Net income growth 1y (%): -81.0178729877044
Revenue deceleration: no
Accrual ratio: -0.014854611741149123
FCF conversion rate: 23.008347245409016
Beneish M-score: -2.5069017818471395 (Likely Safe)
ROE (%): 0.16427476394072943
Net margin (%): 1.584916044430568
Asset turnover: 0.04258607488603821
Equity multiplier (leverage): 2.433867751958819
ROE archetype: Low Return
P/E z-score: 4.648023781711764
FCF z-score: 4.6480237817117604
Treasury beta 1y: 0.0013889662236997214 (R-squared: 0.00034877776447819563)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 3.193945257453016 (pretax: 3.305895270724663)
Incremental ROIC 3y (%): 6.611689740791041 (pretax: 7.123003138376635)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 43.103448275862064, P/B 31.03448275862069, ROIC 41.37931034482759, revenue growth 1y 36.206896551724135, 6m momentum 67.24137931034483
Sector percentiles: P/E 43.86645962732919, 6m momentum 57.8416149068323
Industry median P/E: 10.965219421101772; industry median ROIC: 2.9783457046174004
Sector median P/E: 4.332660990050401; sector median ROIC: 3.0025005588392872
WACC: 0.06696785687841045
Base cash flow: 267742000
DCF price per share: base 25.827314900267943, conservative 19.071031588873403, aggressive 34.78074354409096
Financial scorecard for ET (Energy — Oil & Gas Midstream, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 20.36
Market cap: 70062006272 (USD: 70062006272)
P/E ratio: 15.808333333333334
P/B ratio: 1.3058631195801076
Debt to equity: 1.4224
Current ratio: 1.17
Interest coverage ratio: 3.149947201689546
Return on net tangible assets (%): 7.619533460093679
Buffett classification: The Good
Analyst consensus upside (%): 25.98840274117027
Rule of 40 score: 14.79334241915217
Altman Z-score: 0.7124289675157001 (Distress Zone)
Piotroski F-score: 8 (Strong)
Magic formula: return on capital % 2.7315599102605193, earnings yield % 1.874567850211454, rank 1337
Dividend yield (%): 1.6670947095998114
Buyback yield (%): 0
Debt paydown yield (%): -1.4458621068703843
Total shareholder yield (%): 0.22123260272942713 (Low Return)
Momentum (%): 1m 7.497360084477286, 3m 8.52878464818762, 6m 17.28110599078341, 12m 23.768996960486323, composite 13.648889584824188 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 2, recommendation: Neutral
Revenue growth 1y (%): 32.117031398667926
Net income growth 1y (%): 14.883720930232558
Revenue deceleration: no
Accrual ratio: 0.003559951241134752
FCF conversion rate: 0.7398785425101214
Beneish M-score: -2.188356878947652 (Likely Safe)
ROE (%): 3.9819040997894186
Net margin (%): 7.115336142018652
Asset turnover: 0.19234125664893617
Equity multiplier (leverage): 2.9095305746153612
ROE archetype: Low Return
P/E z-score: 5.332213858370159
FCF z-score: 5.332213858370156
Treasury beta 1y: -0.002428787519694424 (R-squared: 0.0042166827176127655)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 7.430493187120639 (pretax: 7.886112075609115)
Incremental ROIC 3y (%): 3.2867111988404014 (pretax: 4.230618567714825)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 28.57142857142857, P/B 26.89075630252101, ROIC 31.932773109243694, revenue growth 1y 15.966386554621847, 6m momentum 45.378151260504204
Sector percentiles: P/E 28.047571853320118, 6m momentum 33.89494549058474
Industry median P/E: 16.26732673267327; industry median ROIC: 6.903538781940697
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.060053290393910996
Base cash flow: 5087000000
DCF price per share: base 21.44339711830713, conservative 14.649046223943783, aggressive 30.664948314061046
Financial scorecard for ET.TO (Technology — Communication Equipment, Canada)
Report date: 2026-04-30 (annual)
Stock price: 11.439716312056737
Market cap: 1219169024 (USD: 889904397.0802919)
P/E ratio: 13.912584645149943
P/B ratio: 5.940699670606471
Debt to equity: 0.0683
Current ratio: 1.63
Interest coverage ratio: 58.26228419654715
Return on net tangible assets (%): 34.471882366146595
Buffett classification: The Great
Analyst consensus upside (%): 53.71365360303414
Rule of 40 score: 13.570621155349174
Altman Z-score: 5.590309385614051 (Safe Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 11.457315351705867, earnings yield % 1.2658094714414014, rank 591
Dividend yield (%): 11.210586662674265
Buyback yield (%): 0.335556425685566
Debt paydown yield (%): 0.4099715690292665
Total shareholder yield (%): 11.956114657389097 (High Return)
Momentum (%): 1m -0.585084681024697, 3m -2.474104869211381, 6m 14.314326651978963, 12m 47.609242736215975, composite 20.106062114776847 (Strong Uptrend)
Lynch category: Stalwart (confidence: Medium)
Screener: long score 14, short score 2, recommendation: Strong Long (L/S Compounder)
Revenue growth 1y (%): 3.6957477132846916
Net income growth 1y (%): 17.751222654319676
Revenue deceleration: no
Revenue growth consistency score: 3.9652708393347877
Accrual ratio: 0.001740146748707928
FCF conversion rate: 0.9515970354823899
Beneish M-score: -2.427311606875128 (Likely Safe)
ROE (%): 7.552033290886255
Net margin (%): 11.588684178523652
Asset turnover: 0.31022713744445085
Equity multiplier (leverage): 2.1006320282240205
ROE archetype: Standard Business
P/E z-score: 4.905543347566742
FCF z-score: 4.905543347566743
Treasury beta 1y: 0.004127005502304478 (R-squared: 0.004015220781847384)
Insider 90-day net shares: -185100 (net value USD: -2163879.00)
Dividend increase streak (years): 0
ROIC (%): 32.70106599770449 (pretax: 44.789917253278475)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 30.89887640449438, P/B 61.23595505617978, ROIC 5.056179775280898, revenue growth 1y 41.57303370786517, 6m momentum 44.9438202247191
Sector percentiles: P/E 36.16950283616951, 6m momentum 21.554888221554886
Industry median P/E: 9.556693775414452; industry median ROIC: 4.443932929219476
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.08590180143260226
Base cash flow: 44833576.642335765
DCF price per share: base 11.286679881500154, conservative 9.248536450801483, aggressive 13.917417639527137
Financial scorecard for ETG (Financial Services — Asset Management, United States)
Report date: 2026-04-30 (quarterly)
Stock price: 22.8
Market cap: 1740139392 (USD: 1740139392)
P/E ratio: 3.4580745341614905
P/B ratio: 0.9040956801248939
Debt to equity: 0.1968
Current ratio: 5.18
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 1.1086474501108647, 3m 6.04651162790698, 6m 1.3333333333333366, 12m 15.67732115677321, composite 7.262924812887648 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.4648227074566065 (Likely Safe)
Equity multiplier (leverage): 1.2053797155969588
ROE archetype: Standard Business
P/E z-score: 3.877329305315543
FCF z-score: 4.574390819914428
Treasury beta 1y: -0.0013348077932684506 (R-squared: 0.0013386168439274877)
Insider 90-day net shares: -1417 (net value USD: -31600.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 21.05742935278031, P/B 47.675478577939835, ROIC , revenue growth 1y , 6m momentum 35.278030993618955
Sector percentiles: P/E 20.74495602690119, 6m momentum 36.83393688566994
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.09786552891255687
Base cash flow: 325258573
DCF price per share: base 52.95676480324385, conservative 47.11193349044809, aggressive 59.83486302228403
Financial scorecard for EXE (Energy — Oil & Gas E&P, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 91.9
Market cap: 21894223872 (USD: 21894223872)
P/E ratio: 8.11904761904762
P/B ratio: 1.3355495755080324
Debt to equity: 0.2588
Current ratio: 1.11
Interest coverage ratio: 27.135593220338983
Return on net tangible assets (%): 9.377877826665303
Buffett classification: The Great
Analyst consensus upside (%): 13.74633431085044
Rule of 40 score: 69.89856576070233
Altman Z-score: 1.9370027054533363 (Grey Zone)
Piotroski F-score: 9 (Strong)
Magic formula: return on capital % 6.468164188752425, earnings yield % 6.473074184984892, rank 341
Dividend yield (%): 0.6440054729700719
Buyback yield (%): 0.30144937032641667
Debt paydown yield (%): 0.004567414701915404
Total shareholder yield (%): 0.950022257998404 (Low Return)
Momentum (%): 1m 3.7246049661399683, 3m -4.1310244105987834, 6m -15.096082779009597, 12m -4.766839378238337, composite -9.137878562339239 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 8, short score 1, recommendation: Long
Revenue growth 1y (%): 100.27322404371586
Revenue deceleration: no
Accrual ratio: -0.01840575698865209
FCF conversion rate: 1.459016393442623
Beneish M-score: -2.874136893722552 (Likely Safe)
ROE (%): 6.080159479592908
Net margin (%): 26.35288767621646
Asset turnover: 0.15215887074453363
Equity multiplier (leverage): 1.5163151820375615
ROE archetype: Standard Business
P/E z-score: 3.876309838484383
FCF z-score: 4.6124590018517235
Treasury beta 1y: -0.0036865869325603596 (R-squared: 0.0026024753139322356)
Insider 90-day net shares: 6000 (net value USD: 560880.00)
Dividend increase streak (years): 0
ROIC (%): 9.594239050845774 (pretax: 12.03631309182521)
Incremental ROIC 3y (%): -6.7798348761571186 (pretax: -8.811872061941193)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 12.162162162162163, P/B 30.855855855855857, ROIC 17.34234234234234, revenue growth 1y 3.8288288288288284, 6m momentum 61.711711711711715
Sector percentiles: P/E 19.028741328047573, 6m momentum 61.14965312190287
Industry median P/E: 11.260253542132737; industry median ROIC: 0.8337488598897688
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.060498226238571304
Base cash flow: 4674000000
DCF price per share: base 528.1656512838791, conservative 436.7912776654074, aggressive 652.1305686103216
Financial scorecard for EXG (Financial Services — Asset Management, United States)
Report date: 2026-04-30 (quarterly)
Stock price: 9.5
Market cap: 2906392320 (USD: 2906392320)
P/E ratio: 4.130044843049328
P/B ratio: 0.9050986340406151
Debt to equity: 0
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 1.6042780748663141, 3m 3.8251366120218537, 6m 2.1505376344085945, 12m 16.13691931540343, composite 6.759617576846009 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.4436962581269746 (Likely Safe)
Equity multiplier (leverage): 1.0135939796341238
ROE archetype: Standard Business
P/E z-score: 3.8966699621460563
Treasury beta 1y: 0.00015469645611688638 (R-squared: 2.2960966566896268e-05)
Insider 90-day net shares: 10000 (net value USD: 84800.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 22.971741112123976, P/B 48.31358249772106, ROIC , revenue growth 1y , 6m momentum 32.63445761166819
Sector percentiles: P/E 21.727884117951373, 6m momentum 34.066218313502326
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: 418111882
DCF price per share: base 17.57342884305823, conservative 15.857886819548815, aggressive 19.578525208400546
Financial scorecard for EXN.V (Basic Materials — Silver, Canada)
Report date: 2025-12-31 (annual)
Stock price: 0.2198581560283688
Market cap: 117382488 (USD: 85680648.17518248)
P/B ratio: 7.94598284602557
Debt to equity: 0.1858
Current ratio: 1
Interest coverage ratio: -1.9751966122202058
Return on net tangible assets (%): -35.47723276087851
Buffett classification: The Gruesome
Analyst consensus upside (%): 102.86538461538464
Rule of 40 score: 0
Altman Z-score: -1.9955546011604834 (Distress Zone)
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 6.253515749385649
Total shareholder yield (%): 6.253515749385649 (Moderate Return)
Momentum (%): 1m -5.3943692241564625, 3m -31.544165054803347, 6m -53.32242225859246, 12m 6.788247213779125, composite -23.99644124396896 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 2, short score 11, recommendation: Strong Short (Melting Ice Cube)
Revenue CAGR 3y (%): -100
Revenue deceleration: no
Accrual ratio: 0.05460287467798295
FCF conversion rate: 3.183836589698046
Beneish M-score: -2.4456916803497473 (Likely Safe)
ROE (%): -4.557112324517735
Asset turnover: 0
Equity multiplier (leverage): 1.822612581542085
ROE archetype: Low Return
Treasury beta 1y: 0.004815386955709814 (R-squared: 0.0004404205985413526)
Insider 90-day net shares: 5600000 (net value USD: 1933600.00)
Dividend increase streak (years): 0
ROIC (%): -11.360773431994362 (pretax: -14.380725863284006)
Incremental ROIC 3y (%): 22.19787751506446 (pretax: 28.098579132992977)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E , P/B 60, ROIC 40, revenue growth 1y , 6m momentum 54
Sector percentiles: P/E , 6m momentum 74.56968350916158
Industry median P/E: 25.87673704205923; industry median ROIC: -4.019659714429054
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.15
Base cash flow: -6921167.883211678
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for EXPD (Industrials — Integrated Freight & Logistics, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 175.3
Market cap: 22927685632 (USD: 22927685632)
P/E ratio: 23.1389337641357
P/B ratio: 8.192516910114252
Debt to equity: 0.24710000000000001
Current ratio: 1.79
Return on net tangible assets (%): 10.160895748323151
Buffett classification: The Great
Analyst consensus upside (%): 9.711652586748585
Rule of 40 score: 7.641948307746095
Altman Z-score: 7.4290684567050205 (Safe Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 11.28591733199916, earnings yield % 1.3293459848176832, rank 564
Dividend yield (%): 0
Buyback yield (%): 1.254483355260966
Debt paydown yield (%): 0.02445951191939302
Total shareholder yield (%): 1.278942867180359 (Low Return)
Momentum (%): 1m 9.453046953046961, 3m 18.799132556248313, 6m 10.106149111236732, 12m 50.82164673492214, composite 22.23367715796778 (Strong Uptrend)
Lynch category: Stalwart (confidence: High)
Screener: long score 9, short score 0, recommendation: Long
Revenue growth 1y (%): 4.370768435118411
Net income growth 1y (%): 12.711968211505198
Revenue deceleration: no
Accrual ratio: -0.013762441709926227
FCF conversion rate: 1.2894141990227956
Beneish M-score: -2.5120988973063896 (Likely Safe)
ROE (%): 9.905617520805352
Net margin (%): 8.266156706415682
Asset turnover: 0.5752703942133995
Equity multiplier (leverage): 2.0830797477909315
ROE archetype: Standard Business
P/E z-score: 4.73893161484874
FCF z-score: 4.738931614848737
Treasury beta 1y: -0.001794481766332299 (R-squared: 0.0006544552548287288)
Insider 90-day net shares: -16451 (net value USD: -2376299.00)
Dividend increase streak (years): 0
ROIC (%): 48.39161467926282 (pretax: 65.19747001512019)
Incremental ROIC 3y (%): -3453.742667537689 (pretax: -4669.802758954502)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 62.98701298701299, P/B 75.97402597402598, ROIC 0.6493506493506493, revenue growth 1y 24.675324675324674, 6m momentum 21.428571428571427
Sector percentiles: P/E 56.06758832565284, 6m momentum 25.29441884280594
Industry median P/E: 1.6524312026398307; industry median ROIC: 5.860649403527186
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.1025513508366162
Base cash flow: 815716000
DCF price per share: base 85.21370059129532, conservative 77.49251203527783, aggressive 94.22876122094246
Financial scorecard for FHB (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 28.11
Market cap: 3420319488 (USD: 3420319488)
P/E ratio: 10.608695652173914
P/B ratio: 1.0726726578894124
Debt to equity: 0
Return on net tangible assets (%): 4.064774369017274
Buffett classification: The Gruesome
Analyst consensus upside (%): 23.4016393442623
Rule of 40 score: 68.90104988748891
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0.9672488232771781
Buyback yield (%): 0.9355851145564096
Total shareholder yield (%): 1.9028339378335877 (Low Return)
Momentum (%): 1m -2.9350828729281813, 3m 7.49521988527725, 6m 5.835843373493979, 12m 16.253101736972702, composite 11.033155632714207 (Moderate Uptrend)
Lynch category: Stalwart (confidence: High)
Screener: long score 4, short score 3, recommendation: Neutral
Revenue growth 1y (%): 4.363219160544407
Net income growth 1y (%): 14.407237375101278
Revenue deceleration: no
Accrual ratio: -0.0036348139146159877
FCF conversion rate: 2.292856721350171
Beneish M-score: -2.4849656520261467 (Likely Safe)
ROE (%): 2.448346389145992
Net margin (%): 31.98188209205218
Asset turnover: 0.008790787187006167
Equity multiplier (leverage): 8.70845429713073
ROE archetype: Low Return
P/E z-score: 4.42390431882723
FCF z-score: 4.42390431882723
Treasury beta 1y: 0.0009173972941251485 (R-squared: 0.00027333337011801946)
Insider 90-day net shares: -2000 (net value USD: -54291.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 48.60248447204969, P/B 46.273291925465834, ROIC , revenue growth 1y 46.58385093167702, 6m momentum 67.85714285714286
Sector percentiles: P/E 33.13502327987584, 6m momentum 27.470253491981378
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.1019
Base cash flow: 278049000
DCF price per share: base 45.12306326813802, conservative 40.20533687452914, aggressive 51.18350619714646
Financial scorecard for FMAO (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 30.95
Market cap: 426125440 (USD: 426125440)
P/E ratio: 9.709923664122137
P/B ratio: 0.9316785904433592
Debt to equity: 0.6754896953834041
Return on net tangible assets (%): 3.7682086164613624
Buffett classification: The Gruesome
Analyst consensus upside (%): 17.256289308176086
Rule of 40 score: 21.332040502479845
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0.73335213217967
Buyback yield (%): 0.01337634289095718
Debt paydown yield (%): 1.9620982966893505
Total shareholder yield (%): 2.708826771759978 (Low Return)
Momentum (%): 1m 5.631399317406139, 3m 16.178678678678672, 6m 21.70664569406213, 12m 22.817460317460316, composite 18.051721880860693 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 3, short score 3, recommendation: Neutral
Revenue growth 1y (%): 15.380959344837674
Net income growth 1y (%): 37.77330264672037
Revenue deceleration: no
Accrual ratio: 0.0007485602137934213
FCF conversion rate: 0.729588640634788
Beneish M-score: -2.4914172509854193 (Likely Safe)
ROE (%): 2.5650433175774294
Net margin (%): 30.34950410342533
Asset turnover: 0.009121162852164705
Equity multiplier (leverage): 9.266012774333499
ROE archetype: Low Return
P/E z-score: 4.771243013019094
FCF z-score: 4.771243013019097
Treasury beta 1y: 0.0033571488607120276 (R-squared: 0.0017996219914943378)
Insider 90-day net shares: -151650 (net value USD: -4362624.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 42.701863354037265, P/B 38.50931677018634, ROIC , revenue growth 1y 20.96273291925466, 6m momentum 28.26086956521739
Sector percentiles: P/E 30.98810139679255, 6m momentum 11.019141231246767
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.14190687473300165
Base cash flow: 38530000
DCF price per share: base 18.446272652839216, conservative 12.927833982987984, aggressive 25.477744228406575
Financial scorecard for FMG.AX (Basic Materials — Other Industrial Metals & Mining, Australia)
Report date: 2025-06-30 (annual)
Stock price: 12.895833333333334
Market cap: 57176379392 (USD: 37370182609.15033)
P/E ratio: 5.397791300428216
P/B ratio: 2.217113944260373
Debt to equity: 0.278
Current ratio: 3.03
Interest coverage ratio: 79.52380952380952
Return on net tangible assets (%): 14.646049522243912
Buffett classification: The Good
Analyst consensus upside (%): 99.74112734864306
Rule of 40 score: 4.46713465241675
Altman Z-score: 5.313235618327987 (Safe Zone)
Piotroski F-score: 3 (Weak)
Magic formula: return on capital % 19.101723349092573, earnings yield % 5.631190991640069, rank 1715
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -2.862554112554112, 3m -8.725143242332328, 6m -9.827985312899104, 12m 8.96870919604551, composite -2.1244028141800535 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 9, short score 2, recommendation: Long
Revenue deceleration: no
Beneish M-score: -2.48 (Likely Safe)
Equity multiplier (leverage): 1.5291140509120065
ROE archetype: Standard Business
P/E z-score: 4.742235929554611
FCF z-score: 4.742235929554611
Treasury beta 1y: 0.00567558674871604 (R-squared: 0.005654548796113565)
Insider 90-day net shares: -268600 (net value USD: -3844053.00)
Dividend increase streak (years): 0
ROIC (%): 16.041633749294764 (pretax: 23.78126928371387)
Incremental ROIC 3y (%): -179.09773770654564 (pretax: -245.53919600064594)
Capital allocation category: Fading Compounder
Industry percentiles: P/E 8.076602830974188, P/B 29.725228975853458, ROIC 1.7485428809325563, revenue growth 1y , 6m momentum 26.72772689425479
Sector percentiles: P/E 22.45974458634092, 6m momentum 34.89727928928373
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.08344749660505327
Base cash flow: 1863398692.8104572
DCF price per share: base 5.046123394765087, conservative 4.442612427265897, aggressive 5.779527921649376
Financial scorecard for FMN (Financial Services — Asset Management, United States)
Report date: 2025-11-30 (annual)
Stock price: 11.12
Market cap: 86943952 (USD: 86943952)
P/E ratio: 90.33333333333333
P/B ratio: 0.8666800696176842
Debt to equity: 0.6887000000000001
Current ratio: 3.38
Return on net tangible assets (%): 0.9493253636883048
Buffett classification: The Gruesome
Rule of 40 score: 345.79145762947473
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -1.3309671694764895, 3m 0.5424954792043284, 6m 2.583025830258297, 12m 11.534603811434287, composite 5.3882128871729265 (Moderate Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 3, short score 4, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.463554932013528 (Likely Safe)
Equity multiplier (leverage): 1.7273951338179712
ROE archetype: Standard Business
P/E z-score: 3.7989593205032595
FCF z-score: 4.503576222157746
Treasury beta 1y: -0.0008875942970866743 (R-squared: 0.002626053836022379)
Insider 90-day net shares: -540486 (net value USD: -6842573.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 65.0865998176846, P/B 37.46581586144029, ROIC , revenue growth 1y , 6m momentum 31.084776663628077
Sector percentiles: P/E 57.941024314536996, 6m momentum 32.87635799275737
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.0799
Base cash flow: 928368
DCF price per share: base 2.13987733244234, conservative 1.8802893641957563, aggressive 2.4586810791747697
Financial scorecard for FMN.V (Basic Materials — Other Industrial Metals & Mining, Canada)
Report date: 2026-04-30 (quarterly)
Stock price: 0.1773049645390071
Market cap: 10596717 (USD: 7734829.927007299)
P/B ratio: 1.3335493433907815
Debt to equity: 0.1042
Current ratio: 0.02
Interest coverage ratio: -24.92524035012197
Return on net tangible assets (%): -8.757096663497249
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 3.175325287381282 (Safe Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.027714593463589017
Total shareholder yield (%): 0.027714593463589017 (Low Return)
Momentum (%): 1m 19.89192840256671, 3m 42.886942010846894, 6m 11.21856866537717, 12m 141.13475177304963, composite 51.744090413201455 (Strong Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 9, recommendation: Short
Revenue deceleration: no
Accrual ratio: 0.05115683948893407
FCF conversion rate: 3.1381003402111958
Beneish M-score: -2.4785081918927365 (Likely Safe)
ROE (%): -2.7323576554945785
Asset turnover: 0
Equity multiplier (leverage): 1.141989006974393
ROE archetype: Low Return
Treasury beta 1y: 0.01086212168532679 (R-squared: 0.0011010578224508202)
Insider 90-day net shares: 711500 (net value USD: 100321.00)
Dividend increase streak (years): 0
ROIC (%): -8.336347098754885 (pretax: -10.55233809968973)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 20.233139050791006, ROIC 21.73189009159034, revenue growth 1y , 6m momentum 11.906744379683596
Sector percentiles: P/E , 6m momentum 14.325374791782345
Industry median P/E: 6.295008083084309; industry median ROIC: -14.271466134226909
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.061070186899745756
Base cash flow: -743369.5652173914
DCF price per share: base 0, conservative 0, aggressive 0