speb/financial-data huggingface dataset:
Financial scorecard for BCPC (Basic Materials — Specialty Chemicals, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 162.81
Market cap: 5231058432 (USD: 5231058432)
P/E ratio: 34.80082135523614
P/B ratio: 4.237255318025765
Debt to equity: 0.1437
Current ratio: 2.55
Interest coverage ratio: 25.136014460009036
Return on net tangible assets (%): 14.666994533451868
Buffett classification: The Great
Analyst consensus upside (%): 18.45055463771537
Rule of 40 score: 13.200814788020761
Altman Z-score: 9.076856826292307 (Safe Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 10.029913397199069, earnings yield % 1.0411200471359325, rank 784
Dividend yield (%): 0.5881983617651166
Buyback yield (%): 0.29993929916782086
Debt paydown yield (%): -0.0769825084607275
Total shareholder yield (%): 0.8111551524722099 (Low Return)
Momentum (%): 1m -3.822069943289224, 3m -6.312579123029116, 6m -2.823206398472001, 12m 9.791624519522564, composite 1.6729704520794855 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 10, short score 0, recommendation: Strong Long (L/S Compounder)
Revenue growth 1y (%): 8.059268957643928
Net income growth 1y (%): 8.722640541926442
Revenue deceleration: no
Accrual ratio: 0.0038319594650168018
FCF conversion rate: 0.8392453766910761
Beneish M-score: -2.402260446264407 (Likely Safe)
ROE (%): 3.1688920755672796
Net margin (%): 14.88129319675371
Asset turnover: 0.16018312458542827
Equity multiplier (leverage): 1.32938267370795
ROE archetype: Low Return
P/E z-score: 4.474713875520058
FCF z-score: 4.474713875520057
Treasury beta 1y: -0.0006824761833318275 (R-squared: 0.00020144527788131179)
Insider 90-day net shares: -14000 (net value USD: -2151471.00)
Dividend increase streak (years): 16
ROIC (%): 11.943651434988285 (pretax: 15.351770771453507)
Incremental ROIC 3y (%): 155.39890157277486 (pretax: 205.6032824721118)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 62.558139534883715, P/B 68.37209302325581, ROIC 17.906976744186046, revenue growth 1y 19.069767441860467, 6m momentum 55.58139534883721
Sector percentiles: P/E 33.259300388672955, 6m momentum 28.76179900055525
Industry median P/E: 0.2375559102197765; industry median ROIC: 5.779832452013451
Sector median P/E: 1.5790983881237224; sector median ROIC: -1.992018401665734
WACC: 0.08977160092665197
Base cash flow: 157046000
DCF price per share: base 78.51986415800236, conservative 66.18794719549697, aggressive 93.87070889418447
Financial scorecard for BCTX (Healthcare — Biotechnology, Canada)
Report date: 2026-04-30 (quarterly)
Stock price: 3.58
Market cap: 31145236 (USD: 31145236)
P/B ratio: 2.1282534650919986
Debt to equity: 0
Current ratio: 7.07
Interest coverage ratio: -257.1899024670109
Return on net tangible assets (%): -29.857654936132054
Buffett classification: The Gruesome
Rule of 40 score: 0
Altman Z-score: 0.08050310637505564 (Distress Zone)
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 18.15181518151816, 3m -7.7319587628865944, 6m -17.701149425287348, 12m -55.80246913580247, composite -29.341900260255514 (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: -0.0005591573827801668
FCF conversion rate: 0.9976132342392854
Beneish M-score: -2.5154186534675342 (Likely Safe)
ROE (%): -26.500671916587326
Asset turnover: 0
Equity multiplier (leverage): 1.1311823524882074
ROE archetype: Low Return
Treasury beta 1y: -0.0022579387464916095 (R-squared: 7.423835551649296e-05)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 25.27075812274368, ROIC , revenue growth 1y , 6m momentum 41.245487364620935
Sector percentiles: P/E , 6m momentum 47.81518624641834
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.1316
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BCV (Financial Services — Asset Management, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 24.25
Market cap: 136467168 (USD: 136467168)
P/E ratio: 3.170149253731343
P/B ratio: 0.7221217542550142
Debt to equity: 0.005699999999999999
Current ratio: 2.89
Buffett classification: The Gruesome
Rule of 40 score: 0
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -0.6880775894755873
Total shareholder yield (%): -0.6880775894755873 (Minimal or Negative)
Momentum (%): 1m -5.384315255559887, 3m 2.1052631578947367, 6m 4.706390328151985, 12m 30.446476600322754, composite 14.893825323751273 (Strong Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -3.9095367334729874 (Likely Safe)
Equity multiplier (leverage): 1.0041008117051198
ROE archetype: Standard Business
P/E z-score: 3.7096077596368886
Treasury beta 1y: 0.001616637974285741 (R-squared: 0.0012557155808227318)
Insider 90-day net shares: -3230 (net value USD: -74685.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 20.054694621695536, P/B 26.162260711030083, ROIC , revenue growth 1y , 6m momentum 24.703737465815863
Sector percentiles: P/E 20.253491981376097, 6m momentum 29.07397827211588
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.10190424158661206
Base cash flow: 42905755
DCF price per share: base 98.0298969063339, conservative 88.46017651995945, aggressive 109.21474747709053
Financial scorecard for BDC (Technology — Communication Equipment, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 102.76
Market cap: 4001889536 (USD: 4001889536)
P/E ratio: 19.32323232323232
P/B ratio: 3.4840167008443483
Debt to equity: 1.0734000000000001
Current ratio: 2.09
Interest coverage ratio: 5.792332268370607
Return on net tangible assets (%): -58.189688220984614
Buffett classification: The Great
Analyst consensus upside (%): 32.77574490329326
Rule of 40 score: -13.668072544362335
Altman Z-score: 2.198701158045065 (Grey Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 5.811802822592369, earnings yield % 1.5265393165126646, rank 879
Dividend yield (%): 0.049226746072783156
Buyback yield (%): 0.7591663819478299
Debt paydown yield (%): 1.2981617691508414
Total shareholder yield (%): 2.1065548971714545 (Low Return)
Momentum (%): 1m -13.275381888766976, 3m -23.49043258134167, 6m -10.767627648489052, 12m -19.05474596297755, composite -13.64070039694633 (Moderate Downtrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 1, short score 10, recommendation: Neutral
Revenue growth 1y (%): 11.444785320255235
Net income growth 1y (%): -1.7521227641180692
Revenue deceleration: no
Accrual ratio: 0.03258154131524216
FCF conversion rate: -1.235777137593823
Beneish M-score: -2.277747119032104 (Likely Safe)
ROE (%): 4.006163086253766
Net margin (%): 7.327517501346257
Asset turnover: 0.19887777388264677
Equity multiplier (leverage): 2.7490681766882243
ROE archetype: Low Return
P/E z-score: 4.1677925495112715
FCF z-score: 4.1677925495112715
Treasury beta 1y: 0.0017429362888943339 (R-squared: 0.0004192506609438218)
Insider 90-day net shares: -2719 (net value USD: -355346.00)
Dividend increase streak (years): 0
ROIC (%): 12.341398007832183 (pretax: 13.866081966125845)
Incremental ROIC 3y (%): 1.104333461259944 (pretax: -1.6720165709856856)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 36.51685393258427, P/B 52.80898876404494, ROIC 22.47191011235955, revenue growth 1y 33.146067415730336, 6m momentum 69.66292134831461
Sector percentiles: P/E 39.7731064397731, 6m momentum 44.01067734401068
Industry median P/E: 9.556693775414452; industry median ROIC: 4.443932929219476
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.089824743635128
Base cash flow: 366764000
DCF price per share: base 117.42774401565669, conservative 101.77213153388938, aggressive 136.15081485844323
Financial scorecard for BGEO.L (Financial Services — Banks - Regional, United Kingdom)
Report date: 2026-03-31 (quarterly)
Stock price: 1.5599999999999998
Market cap: 5041065984 (USD: 6632981557.894736)
P/E ratio: 0.08348738581992171
P/B ratio: 0.004475382291054798
Debt to equity: 1.2807888004852497
Return on net tangible assets (%): 7.609605313608
Buffett classification: The Gruesome
Analyst consensus upside (%): 1084671.5185064583
Rule of 40 score: -11.766456958970375
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -49.95540051837384
Total shareholder yield (%): -49.95540051837384 (Minimal or Negative)
Momentum (%): 1m 6.255601362251303, 3m 5.328467153284678, 6m 21.5157894736842, 12m 62.61445273982249, composite 26.628361736400194 (Strong Uptrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue growth 1y (%): 16.545582193939378
Net income growth 1y (%): 15.518767741707794
Revenue deceleration: no
Beneish M-score: -2.677244883140509 (Likely Safe)
ROE (%): 6.678120090964246
Net margin (%): 51.963690403752835
Asset turnover: 0.01823145373897391
Equity multiplier (leverage): 7.049088095951368
ROE archetype: Standard Business
P/E z-score: 4.858274086960762
FCF z-score: 4.8582740869607655
Treasury beta 1y: -0.004610065491144688 (R-squared: 0.003763575746820878)
Insider 90-day net shares: 7334 (net value USD: 1096697.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 9.161490683229815, P/B 0.4658385093167702, ROIC , revenue growth 1y 17.857142857142858, 6m momentum 28.726708074534162
Sector percentiles: P/E 4.423176409725815, 6m momentum 11.200206932229694
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: 2864393243.243243
DCF price per share: base 1199.6754802276357, conservative 746.42212969246, aggressive 1953.4575833604213
Financial scorecard for BGT (Financial Services — Asset Management, United States)
Report date: 2025-12-31 (annual)
Stock price: 10.79
Market cap: 321808736 (USD: 321808736)
P/E ratio: 14.943661971830986
P/B ratio: 0.8962932348019671
Debt to equity: 0.2024
Current ratio: 0.05
Return on net tangible assets (%): 5.502897131351511
Buffett classification: The Gruesome
Rule of 40 score: -142.51181956271247
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.9445069881508749
Total shareholder yield (%): 0.9445069881508749 (Low Return)
Momentum (%): 1m 3.056351480420234, 3m 1.5051740357478678, 6m -1.280878316559932, 12m -3.488372093023261, composite -2.0421101329600115 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 4, recommendation: Neutral
Revenue growth 1y (%): -22.712316327433
Net income growth 1y (%): -22.430399463327323
FCF CAGR 3y (%): nan
Revenue deceleration: no
Revenue growth consistency score: 9.001448170167844
Beneish M-score: -2.451331422880185 (Likely Safe)
ROE (%): 5.766350181153211
Net margin (%): 98.84529676146441
Asset turnover: 0.04708132502211236
Equity multiplier (leverage): 1.2390713818350594
ROE archetype: Standard Business
P/E z-score: 3.847551873547399
Treasury beta 1y: 0.0008269335226817712 (R-squared: 0.001310474701196249)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 49.77210574293528, P/B 45.670009115770284, ROIC , revenue growth 1y 25.797629899726527, 6m momentum 44.94074749316317
Sector percentiles: P/E 42.783238489394726, 6m momentum 43.32643559234351
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.06521503285005
Base cash flow: 19428221
DCF price per share: base 13.547007863312208, conservative 11.163292408025352, aggressive 16.66838742049616
Financial scorecard for BIT (Financial Services — Asset Management, United States)
Report date: 2025-12-31 (annual)
Stock price: 12.19
Market cap: 695594368 (USD: 695594368)
P/E ratio: 11.622641509433961
P/B ratio: 0.8856042550268386
Debt to equity: 0.42380006895496247
Return on net tangible assets (%): 6.958065524195465
Buffett classification: The Gruesome
Rule of 40 score: -261.2460123075526
Piotroski F-score: 3 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -4.386142758418654
Total shareholder yield (%): -4.386142758418654 (Minimal or Negative)
Momentum (%): 1m -0.5709624796084851, 3m -2.4019215372297893, 6m -2.7910685805422624, 12m -7.1591774562071695, composite -3.9396791126262283 (Moderate Downtrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue growth 1y (%): 17.083913446403255
Net income growth 1y (%): 17.044257218255442
FCF CAGR 3y (%): nan
Revenue deceleration: yes
Revenue growth consistency score: 61.87721447678073
Accrual ratio: 0.2014073320500164
FCF conversion rate: -2.8144532867741865
Beneish M-score: -2.594967532670242 (Likely Safe)
ROE (%): 8.053591786998398
Net margin (%): 98.89306994786416
Asset turnover: 0.05339211403994602
Equity multiplier (leverage): 1.5252696785946591
ROE archetype: Standard Business
P/E z-score: 3.846869929901241
Treasury beta 1y: -0.0005126079953565475 (R-squared: 0.000576627443913624)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 43.11759343664539, P/B 42.2971741112124, ROIC , revenue growth 1y 13.582497721057429, 6m momentum 50.592525068368275
Sector percentiles: P/E 35.9286083807553, 6m momentum 46.32695292291775
Industry median P/E: 7.917582417582417; industry median ROIC: 1.6915626385800535
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.0769692427959628
Base cash flow: 55234689
DCF price per share: base 45.14827257484483, conservative 21.87536506863551, aggressive 88.56143864064015
Financial scorecard for BIT.AX (Healthcare — Biotechnology, Australia)
Report date: 2024-06-30 (annual)
Stock price: 0
Market cap: 5570410 (USD: 3713606.6666666665)
Debt to equity: -0.029217479674796747
Current ratio: 1.47
Interest coverage ratio: -4743.2569060773485
Buffett classification: The Gruesome
Rule of 40 score: 0
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 0.6793072444487335
Total shareholder yield (%): 0.6793072444487335 (Low Return)
Lynch category: Turnaround (confidence: Medium)
Screener: long score 1, short score 9, recommendation: Short
Revenue deceleration: no
Accrual ratio: 0.05739408253151681
FCF conversion rate: 1.0384231275556346
Beneish M-score: -1.310284985107457 (Strong Manipulation Signal)
ROE (%): -236.38111130085426
Equity multiplier (leverage): 1.5824804911321537
ROE archetype: Low Return
Treasury beta 1y: -6.736724972827116 (R-squared: 0.01183793661443306)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Capital-Light Grower
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.05
Base cash flow: -2264017.3333333335
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BJRI (Consumer Cyclical — Restaurants, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 66.86
Market cap: 1405191552 (USD: 1405191552)
P/E ratio: 17.63819095477387
P/B ratio: 1.980227182777226
Debt to equity: 1.2419
Current ratio: 0.31
Interest coverage ratio: 11.368566176470589
Return on net tangible assets (%): 4.411496858833732
Buffett classification: The Gruesome
Analyst consensus upside (%): 57.065527065527064
Rule of 40 score: 7.638488392689678
Altman Z-score: 2.004404902292222 (Grey Zone)
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 1.8083359770993819, earnings yield % 0.6703438369078646, rank 2252
Dividend yield (%): 0
Buyback yield (%): 0.3773151064318383
Debt paydown yield (%): 2.000154353333317
Total shareholder yield (%): 2.3774694597651553 (Low Return)
Momentum (%): 1m 22.409373855730504, 3m 75.16374115797746, 6m 55.19962859795729, 12m 70.77905491698596, composite 56.62601895227624 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Low)
Screener: long score 4, short score 3, recommendation: Neutral
Revenue growth 1y (%): 2.915456084236423
Net income growth 1y (%): -33.04180254965906
Revenue deceleration: no
Accrual ratio: -0.018017177275800413
FCF conversion rate: 3.0088554350232455
Beneish M-score: -2.7895511869467384 (Likely Safe)
ROE (%): 2.4458423522754806
Net margin (%): 2.5226322050273935
Asset turnover: 0.35553644983772825
Equity multiplier (leverage): 2.7270330015445574
ROE archetype: Low Return
P/E z-score: 5.41072868919051
FCF z-score: 4.559846877592383
Treasury beta 1y: -0.007716251432405662 (R-squared: 0.006212247467667418)
Insider 90-day net shares: -63817 (net value USD: -3384699.00)
Dividend increase streak (years): 0
ROIC (%): 4.551007597489108 (pretax: 5.760769110745706)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 51.11940298507462, P/B 26.492537313432834, ROIC 48.88059701492538, revenue growth 1y 23.507462686567166, 6m momentum 3.731343283582089
Sector percentiles: P/E 52.260083449235054, 6m momentum 3.7899860917941584
Industry median P/E: 0.6179805059642126; industry median ROIC: 6.022634691026258
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.07752894553693403
Base cash flow: 56439000
DCF price per share: base 31.881699977379885, conservative 23.416683217880525, aggressive 42.649807132758866
Financial scorecard for BKH (Utilities — Utilities - Regulated Gas, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 75.29
Market cap: 5731686400 (USD: 5731686400)
P/E ratio: 17.903645833333336
P/B ratio: 1.2997114684993418
Debt to equity: 1.1559
Current ratio: 0.65
Interest coverage ratio: 3.8022598870056497
Return on net tangible assets (%): -2.2538732527747265
Buffett classification: The Gruesome
Analyst consensus upside (%): 23.636363636363637
Rule of 40 score: 10.756438496509567
Altman Z-score: 0.7758302133286219 (Distress Zone)
Piotroski F-score: 7 (Neutral)
Dividend yield (%): 0.9264289127890877
Buyback yield (%): 0
Debt paydown yield (%): 0.8095348691791652
Total shareholder yield (%): 1.7359637819682527 (Low Return)
Momentum (%): 1m 0.9790772532188895, 3m 2.477201578875742, 6m 7.052466941561223, 12m 39.168207024029584, composite 15.782840831519655 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 2, short score 6, recommendation: Neutral
Revenue growth 1y (%): -3.042722305017387
Net income growth 1y (%): -2.4193548387096753
Revenue deceleration: no
Accrual ratio: 0.02068253280343756
FCF conversion rate: -0.6851990984222389
Beneish M-score: -2.391063264714856 (Likely Safe)
ROE (%): 3.355772382321055
Net margin (%): 17.04880235685923
Asset turnover: 0.0719877546127673
Equity multiplier (leverage): 2.7342611501903535
ROE archetype: Low Return
P/E z-score: 4.607170728989487
Treasury beta 1y: 0.00040001410846935657 (R-squared: 5.964581350818585e-05)
Insider 90-day net shares: -4109 (net value USD: -304970.00)
Dividend increase streak (years): 0
ROIC (%): 5.568843299313945 (pretax: 6.380579297245964)
Incremental ROIC 3y (%): 7.6603945677312755 (pretax: 11.969168121000582)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 66.66666666666666, P/B 47.61904761904761, ROIC 39.682539682539684, revenue growth 1y 36.507936507936506, 6m momentum 23.809523809523807
Sector percentiles: P/E 40.725806451612904, 6m momentum 32.056451612903224
Industry median P/E: 1.8681897338087734; industry median ROIC: 5.409697954401452
Sector median P/E: 8.380462724935732; sector median ROIC: 4.834251840514727
WACC: 0.06305612408838093
Base cash flow: -236200000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BOSCH-HCIL.NS (Consumer Cyclical — Furnishings, Fixtures & Appliances, India)
Report date: 2026-03-31 (annual)
Stock price: 13.757225433526012
Market cap: 36240011264 (USD: 384061162.18736756)
P/B ratio: 5.674122178705817
Debt to equity: 0.1632
Current ratio: 1.08
Interest coverage ratio: 0.9043715846994536
Return on net tangible assets (%): -8.628993417884088
Buffett classification: The Gruesome
Rule of 40 score: -10.695707818488811
Altman Z-score: 3.0292910062375262 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 11.466200226360733, earnings yield % 0.016149198740048575, rank 1613
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -5.525778011327141, 3m -5.268714015575266, 6m -6.390341803385723, 12m -32.387697528063285, composite -13.364041179919575 (Strong Downtrend)
Lynch category: Slow Grower (confidence: High)
Screener: long score 6, short score 4, recommendation: Neutral
Revenue growth 1y (%): -6.160718430727563
Net income growth 1y (%): -33.922227355695156
Revenue deceleration: no
Beneish M-score: 2.0086608147718237 (Strong Manipulation Signal)
ROE (%): 8.16567101556413
Net margin (%): 4.233697622623919
Asset turnover: 0.5039807878044325
Equity multiplier (leverage): 3.8269964636071223
ROE archetype: Standard Business
FCF z-score: 0.45895786146564804
Treasury beta 1y: 0.0003227718039452645 (R-squared: 1.653776007329224e-05)
Insider 90-day net shares: -2092440 (net value USD: -30590085.00)
Dividend increase streak (years): 1
ROIC (%): 1.240295926210608 (pretax: 1.9081475787855506)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E , P/B 73.00613496932516, ROIC 60.73619631901841, revenue growth 1y 41.717791411042946, 6m momentum 50.306748466257666
Sector percentiles: P/E , 6m momentum 46.210013908205845
Industry median P/E: 0.5336405520626155; industry median ROIC: 5.666341450255377
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.07990178564982897
Base cash flow: -4557015.684612123
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BOSCHLTD.NS (Consumer Cyclical — Auto Parts, India)
Report date: 2026-03-31 (annual)
Stock price: 430.9971098265896
Market cap: 1231609659392 (USD: 13052243105.04451)
P/E ratio: 0.3219717426308094
P/B ratio: 5.68606846777901
Debt to equity: 0.008
Current ratio: 1.96
Interest coverage ratio: 129.35260115606934
Return on net tangible assets (%): 19.22641661951338
Buffett classification: The Great
Analyst consensus upside (%): 14503.209128544097
Rule of 40 score: 9.945168174719653
Altman Z-score: 13.292881883006835 (Safe Zone)
Piotroski F-score: 2 (Weak)
Magic formula: return on capital % 8.486393473965968, earnings yield % 0.006033124553953778, rank 2037
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m 1.628403104904751, 3m 10.550934875389338, 6m 11.901589042173677, 12m -0.43900907558656843, composite 6.806079370106495 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 4, short score 4, recommendation: Neutral
Revenue growth 1y (%): 2.746384282725889
Net income growth 1y (%): -6.66165674688256
Revenue deceleration: no
Accrual ratio: 0.04155621965118626
FCF conversion rate: 0.6702726092600606
Beneish M-score: -2.425606700412874 (Likely Safe)
ROE (%): 18.43712299546738
Net margin (%): 14.152806626281597
Asset turnover: 0.8905092489054021
Equity multiplier (leverage): 1.4628915981950386
ROE archetype: Balanced Compounder
P/E z-score: 4.5342734631995985
FCF z-score: 4.534273463199592
Treasury beta 1y: 0.054080251879398016 (R-squared: 0.003318551122048149)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 1
ROIC (%): 19.70487196843753 (pretax: 25.905860017133193)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 38.84297520661157, P/B 75.20661157024794, ROIC 9.090909090909092, revenue growth 1y 38.29201101928375, 6m momentum 22.03856749311295
Sector percentiles: P/E 27.816411682892905, 6m momentum 18.289290681502084
Industry median P/E: 0.2842479295922772; industry median ROIC: 7.591641841963527
Sector median P/E: 0.5734625271900335; sector median ROIC: 5.974200780604355
WACC: 0.08210029303089672
Base cash flow: 302479864.34930056
DCF price per share: base 1.8200562323603804, conservative 1.4464298476090962, aggressive 2.328502241678771
Financial scorecard for BOXL (Technology — Consumer Electronics, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 3.55
Market cap: 2368052 (USD: 2368052)
Debt to equity: -20.453505718547987
Current ratio: 1.63
Interest coverage ratio: -3.8492935635792778
Buffett classification: The Gruesome
Rule of 40 score: -39.150741272888624
Altman Z-score: -2.097333113977709 (Distress Zone)
Piotroski F-score: 5 (Neutral)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): 17.313808987302643
Total shareholder yield (%): 17.313808987302643 (High Return)
Momentum (%): 1m -27.25409836065574, 3m -44.704049844236756, 6m -62.55274261603376, 12m -95.41343669250647, composite -66.98396096651567 (Strong Downtrend)
Lynch category: Turnaround (confidence: High)
Screener: long score 1, short score 13, recommendation: Short
Revenue growth 1y (%): 0.08473442447487489
Revenue deceleration: no
Accrual ratio: -0.015238216682340565
FCF conversion rate: 0.7802298850574713
Beneish M-score: -2.753006271454545 (Likely Safe)
Net margin (%): -29.074948756795294
Asset turnover: 0.23847702844148322
ROE archetype: Standard Business
Treasury beta 1y: -0.0059653271470610555 (R-squared: 0.00010602438948904295)
Insider 90-day net shares: -100 (net value USD: -137.00)
Dividend increase streak (years): 0
ROIC (%): -38.6976396326323 (pretax: -48.98435396535735)
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B , ROIC 74.69879518072288, revenue growth 1y 24.096385542168676, 6m momentum 74.69879518072288
Sector percentiles: P/E , 6m momentum 82.11544878211545
Industry median P/E: 1.853419273432922; industry median ROIC: 2.6276028821781066
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.15
Base cash flow: -13632000
DCF price per share: base 0, conservative 0, aggressive 0
Financial scorecard for BP (Energy — Oil & Gas Integrated, United Kingdom)
Report date: 2026-03-31 (quarterly)
Stock price: 43.82
Market cap: 112842203136 (USD: 112842203136)
P/E ratio: 37.475806451612904
P/B ratio: 1.1817204725552113
Debt to equity: 0.9638
Current ratio: 1.22
Interest coverage ratio: 6.773617021276596
Return on net tangible assets (%): 22.63318356867779
Buffett classification: The Great
Analyst consensus upside (%): 1.7215407789972117
Rule of 40 score: 6.040421647081348
Altman Z-score: 0.5803458472045568 (Distress Zone)
Piotroski F-score: 7 (Neutral)
Magic formula: return on capital % 6.624550539352776, earnings yield % 2.0478148366500157, rank 589
Dividend yield (%): 1.4902039313622262
Buyback yield (%): 0
Debt paydown yield (%): 0.36292324310721086
Total shareholder yield (%): 1.853127174469437 (Low Return)
Momentum (%): 1m 15.742208135235078, 3m -4.176689263065814, 6m 22.917251051893412, 12m 43.71925221384061, composite 14.304140471644843 (Moderate Uptrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 5, short score 4, recommendation: Neutral
Revenue growth 1y (%): 12.871902333383844
Net income growth 1y (%): 334.56426197877585
Revenue deceleration: no
Accrual ratio: 0.015631254029304764
FCF conversion rate: -0.09069325735992402
Beneish M-score: -3.421094237246747 (Likely Safe)
ROE (%): 5.507286170984762
Net margin (%): 8.060472682039995
Asset turnover: 0.17779956014395307
Equity multiplier (leverage): 3.8427882252974928
ROE archetype: Standard Business
P/E z-score: 4.061547370826461
FCF z-score: 4.828750802320033
Treasury beta 1y: -0.003849723864705685 (R-squared: 0.0037366078880789063)
Insider 90-day net shares: -24308 (net value USD: -1060277.00)
Dividend increase streak (years): 0
ROIC (%): 9.356827391522106 (pretax: 14.395119063880163)
Incremental ROIC 3y (%): -179.3587161430202 (pretax: -275.93648637387724)
Capital allocation category: Value Destroyer
Industry percentiles: P/E 59.70149253731343, P/B 38.80597014925373, ROIC 28.35820895522388, revenue growth 1y 14.925373134328357, 6m momentum 41.7910447761194
Sector percentiles: P/E 40.73339940535183, 6m momentum 28.74132804757185
Industry median P/E: 12.501025795333318; industry median ROIC: 8.173223867413517
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.05
Base cash flow: 24290540540.54054
DCF price per share: base 351.332007752609, conservative 275.35358782092743, aggressive 466.991601478412
Financial scorecard for BPCL.NS (Energy — Oil & Gas Refining & Marketing, India)
Report date: 2026-06-30 (quarterly)
Stock price: 3.2013831544178366
Market cap: 1325142245376 (USD: 13979768386.707458)
P/E ratio: 0.07985890322195355
Debt to equity: 0.5433
Interest coverage ratio: -9.768787786941472
Buffett classification: The Gruesome
Analyst consensus upside (%): 10509.110393674848
Rule of 40 score: 26.865770016905266
Piotroski F-score: 1 (Weak)
Magic formula: return on capital % 38.61183227130665, earnings yield % 0.21178446629908965, rank 2197
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -3.48189780250563, 3m -2.2128631411027047, 6m -13.679464729364454, 12m -13.681342984115243, composite -8.81990626826718 (Moderate Downtrend)
Lynch category: Cyclical (confidence: High)
Screener: long score 1, short score 5, recommendation: Neutral
Revenue growth 1y (%): 21.177575876182875
Net income growth 1y (%): -124.6873629439265
Revenue deceleration: no
Revenue growth consistency score: 13.15422643085697
Beneish M-score: 5.366516206753498 (Strong Manipulation Signal)
Net margin (%): -1.2379275293810303
ROE archetype: Standard Business
P/E z-score: 4.408253075579113
FCF z-score: 4.408253075579114
Treasury beta 1y: 4.575137489749456e-05 (R-squared: 4.3497340816124194e-07)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
ROIC (%): 18.811639250156727 (pretax: 25.324802065731266)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 11.688311688311687, P/B , ROIC 5.194805194805195, revenue growth 1y 10.38961038961039, 6m momentum 72.72727272727273
Sector percentiles: P/E 2.180376610505451, 6m momentum 60.257680872150644
Industry median P/E: 0.29649506720683355; industry median ROIC: 6.9416349763102385
Sector median P/E: 11.598358576086895; sector median ROIC: 4.629877910100043
WACC: 0.09559857608032171
Base cash flow: 1894482831.7083511
DCF price per share: base 0.05416976754902454, conservative 0.04777227581093743, aggressive 0.06172973190964356
Financial scorecard for BSD2.DE (Financial Services — Banks - Diversified, Spain)
Report date: 2026-06-30 (quarterly)
Stock price: 13.625
Market cap: 171328897024 (USD: 194691928436.36365)
P/E ratio: 15.573347107438018
P/B ratio: 1.4873997701727384
Debt to equity: 3.0032183471673375
Return on net tangible assets (%): 5.055534700907546
Buffett classification: The Gruesome
Rule of 40 score: -0.6562566221657148
Piotroski F-score: 2 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -9.14660071193206
Total shareholder yield (%): -9.14660071193206 (Minimal or Negative)
Momentum (%): 1m 1.0109519797809627, 3m 16.129831516352823, 6m 11.78812741312742, 12m 56.92750677506776, composite 27.758293938963646 (Strong Uptrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 0, short score 4, recommendation: Neutral
Revenue growth 1y (%): 4.590728312993164
Net income growth 1y (%): -2.94196668457819
Revenue deceleration: no
Revenue growth consistency score: 3.0207587805682934
Beneish M-score: -2.377997919258586 (Likely Safe)
ROE (%): 3.255859331026874
Net margin (%): 24.09949094658161
Asset turnover: 0.008098776966827164
Equity multiplier (leverage): 16.681623877102265
ROE archetype: Low Return
P/E z-score: 4.716150914672975
Treasury beta 1y: -0.0951447004823131 (R-squared: 0.009526921506550224)
Insider 90-day net shares: 0 (net value USD: 0.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 76.5625, P/B 53.125, ROIC , revenue growth 1y 68.75, 6m momentum 70.3125
Sector percentiles: P/E 43.71443352302121, 6m momentum 20.124159337816867
Industry median P/E: 12.169315234094004; industry median ROIC: 
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.12569168968182853
Base cash flow: 21211764705.882355
DCF price per share: base 13.83393152362831, conservative 9.218209980668957, aggressive 20.05214229128473
Financial scorecard for BVFL (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 20.48
Market cap: 177335600 (USD: 177335600)
P/E ratio: 12.932432432432433
P/B ratio: 0.9025010760358751
Debt to equity: 0.19059339893376606
Return on net tangible assets (%): 0.7840532349609457
Buffett classification: The Gruesome
Rule of 40 score: 21.693142304751184
Piotroski F-score: 4 (Weak)
Dividend yield (%): 0
Buyback yield (%): 1.1063768357848058
Debt paydown yield (%): 0
Total shareholder yield (%): 1.1063768357848058 (Low Return)
Momentum (%): 1m -3.9399624765478416, 3m 0.986193293885598, 6m 8.820403825717323, 12m 26.576019777503095, composite 13.858070486097555 (Strong Uptrend)
Lynch category: Asset Play (confidence: Medium)
Screener: long score 4, short score 3, recommendation: Neutral
Revenue growth 1y (%): 5.0801264580835115
Net income growth 1y (%): -48.02286803239638
Revenue deceleration: no
Accrual ratio: -0.0028402639503694316
FCF conversion rate: 3.373052245646196
Beneish M-score: -2.7246037483700025 (Likely Safe)
ROE (%): 0.5938368336685346
Net margin (%): 11.318601514679946
Asset turnover: 0.01057447053596406
Equity multiplier (leverage): 4.961531239028851
ROE archetype: Low Return
P/E z-score: 4.453260307055726
FCF z-score: 4.453260307055725
Treasury beta 1y: -0.0006374375295131547 (R-squared: 0.00011880275027839951)
Insider 90-day net shares: -52341 (net value USD: -1042968.00)
Dividend increase streak (years): 1
Capital allocation category: Standard Allocator
Industry percentiles: P/E 65.83850931677019, P/B 36.024844720496894, ROIC , revenue growth 1y 45.3416149068323, 6m momentum 59.3167701863354
Sector percentiles: P/E 39.18779099844801, 6m momentum 23.331608898085875
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.09010064793474103
Base cash flow: 14071000
DCF price per share: base 30.853024532007087, conservative 25.962400717985687, aggressive 37.07774678531316
Financial scorecard for BVS.AX (Technology — Software - Application, Australia)
Report date: 2025-06-30 (annual)
Stock price: 1.6527777777777777
Market cap: 1066953984 (USD: 697355545.0980392)
P/E ratio: 14.960058097313
P/B ratio: 9.868856113147462
Debt to equity: 0.086
Current ratio: 1.59
Interest coverage ratio: 199.7683615819209
Return on net tangible assets (%): 147.23787674762687
Buffett classification: The Great
Analyst consensus upside (%): 103.50485436893204
Rule of 40 score: 39.08736222139301
Piotroski F-score: 6 (Neutral)
Magic formula: return on capital % 51.50619082301529, earnings yield % 2.2882888109407338, rank 1341
Dividend yield (%): 4.420153137550869
Buyback yield (%): 7.0647845296390965
Debt paydown yield (%): 0.41615290505349495
Total shareholder yield (%): 11.901090572243461 (High Return)
Momentum (%): 1m 18.055555555555554, 3m 8.125649013499466, 6m 5.8357699805068295, 12m 25.411781127861516, composite 6.730858257633585 (Flat)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 14, short score 0, recommendation: Strong Long (L/S Compounder)
Revenue growth 1y (%): 0.9829874017597495
Net income growth 1y (%): 729.127822941869
Revenue CAGR 3y (%): -2.879169044943519
Net income CAGR 3y (%): 32.963330928690084
FCF CAGR 3y (%): 79.8971737892781
Revenue deceleration: yes
Revenue growth consistency score: 6.449344999111385
Accrual ratio: -0.11353221844179064
FCF conversion rate: 1.3163226814679096
Beneish M-score: -2.474205937354968 (Likely Safe)
ROE (%): 75.66320232057741
Net margin (%): 28.947594200185627
Asset turnover: 1.2398704649608534
Equity multiplier (leverage): 2.108122907751095
ROE archetype: Balanced Compounder
P/E z-score: 4.589285858169966
FCF z-score: 4.589285858169964
Treasury beta 1y: 0.0010233950346809572 (R-squared: 4.502409299837191e-05)
Insider 90-day net shares: -2168500 (net value USD: -3258510.00)
Dividend increase streak (years): 0
ROIC (%): 58.595931378174335 (pretax: 73.34674742781282)
Capital allocation category: Capital-Light Grower
Industry percentiles: P/E 38.00539083557952, P/B 67.52021563342318, ROIC 7.277628032345014, revenue growth 1y 42.58760107816711, 6m momentum 18.463611859838274
Sector percentiles: P/E 37.03703703703704, 6m momentum 27.19386052719386
Industry median P/E: 2.1394954536591486; industry median ROIC: 6.21806735836372
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.05
Base cash flow: 57887581.6993464
DCF price per share: base 2.903760649107618, conservative 2.315367263227491, aggressive 3.79945366329556
Financial scorecard for BVXP.L (Healthcare — Biotechnology, United Kingdom)
Report date: 2025-12-31 (quarterly)
Stock price: 0.20333333333333334
Market cap: 79679112 (USD: 107674475.67567568)
P/E ratio: 0.17577151619704814
P/B ratio: 0.08678406191248031
Debt to equity: 0
Current ratio: 6.12
Buffett classification: The Gruesome
Analyst consensus upside (%): 1573509.5965103598
Rule of 40 score: 0
Piotroski F-score: 1 (Weak)
Magic formula: return on capital % 89.97773862955599, earnings yield % 18.55334660477904, rank 35
Dividend yield (%): 0
Buyback yield (%): 0
Total shareholder yield (%): 0 (Minimal or Negative)
Momentum (%): 1m -11.695238095238091, 3m -11.490196078431374, 6m -10.702274975272008, 12m -41.01659479942506, composite -18.465733283142825 (Strong Downtrend)
Lynch category: Asset Play (confidence: High)
Screener: long score 2, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.5693722084314783 (Likely Safe)
Equity multiplier (leverage): 1.1460519151406086
ROE archetype: Standard Business
P/E z-score: 4.612718107921918
FCF z-score: 4.612718107921908
Treasury beta 1y: 0.000727119659061847 (R-squared: 5.65408959671584e-05)
Insider 90-day net shares: 3790 (net value USD: 92961.00)
Dividend increase streak (years): 0
ROIC (%): 116.92156466093353 (pretax: 155.63836845001765)
Incremental ROIC 3y (%): 57.55674068995129 (pretax: 135.46940117508933)
Capital allocation category: High-Efficiency Compounder
Industry percentiles: P/E 1.1732851985559567, P/B 1.263537906137184, ROIC 0.631768953068592, revenue growth 1y , 6m momentum 35.64981949458484
Sector percentiles: P/E 5.981375358166189, 6m momentum 40.79512893982808
Industry median P/E: 6.198133227515053; industry median ROIC: -89.41034195162634
Sector median P/E: 4.824561403508772; sector median ROIC: 0.94429175936832
WACC: 0.07715
Base cash flow: 10490523.287671233
DCF price per share: base 61.87408800232564, conservative 43.07786318753862, aggressive 90.38425184901713
Financial scorecard for CACI (Technology — Information Technology Services, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 486.76
Market cap: 10753383424 (USD: 10753383424)
P/E ratio: 22.436881188118814
P/B ratio: 2.8071236604549883
Debt to equity: 1.3122
Current ratio: 1.61
Interest coverage ratio: 4.378996307421509
Return on net tangible assets (%): -3.7324586581964123
Buffett classification: The Great
Analyst consensus upside (%): 18.410649603765606
Rule of 40 score: 11.715584898613365
Altman Z-score: 1.8612643849616335 (Grey Zone)
Piotroski F-score: 5 (Neutral)
Magic formula: return on capital % 15.198574152124527, earnings yield % 1.4119446086267633, rank 430
Dividend yield (%): 0
Buyback yield (%): 0.034426374044634826
Debt paydown yield (%): -20.725049150818787
Total shareholder yield (%): -20.690622776774152 (Minimal or Negative)
Momentum (%): 1m 5.350186131070896, 3m -5.7652843923026245, 6m -26.492396442108767, 12m 1.8326359832635963, composite -11.865530989434198 (Moderate Downtrend)
Lynch category: Stalwart (confidence: Medium)
Screener: long score 4, short score 5, recommendation: Neutral
Revenue growth 1y (%): 8.491994857363828
Net income growth 1y (%): 16.56803146790631
Revenue deceleration: no
Accrual ratio: -0.0025294924030499215
FCF conversion rate: 1.199190140575031
Beneish M-score: -2.3993528138393163 (Likely Safe)
ROE (%): 3.098001657900008
Net margin (%): 5.546273461273108
Asset turnover: 0.22896244941112584
Equity multiplier (leverage): 2.4395858433681266
ROE archetype: Low Return
P/E z-score: 4.783051933020716
FCF z-score: 4.783051933020725
Treasury beta 1y: -0.003034183703679782 (R-squared: 0.0014638320978099524)
Insider 90-day net shares: -264 (net value USD: -132100.00)
Dividend increase streak (years): 0
ROIC (%): 8.858708572393645 (pretax: 10.728726778947529)
Incremental ROIC 3y (%): 11.142198001165353 (pretax: 12.947972407925711)
Capital allocation category: Standard Allocator
Industry percentiles: P/E 60.72186836518046, P/B 53.07855626326964, ROIC 49.681528662420384, revenue growth 1y 17.8343949044586, 6m momentum 65.39278131634819
Sector percentiles: P/E 41.30797464130798, 6m momentum 61.56156156156156
Industry median P/E: 0.21619799348899724; industry median ROIC: 12.533738935242045
Sector median P/E: 1.5433673469387754; sector median ROIC: 6.677876317240262
WACC: 0.06763518254301616
Base cash flow: 629352000
DCF price per share: base 1290.063816386204, conservative 683.0053548858723, aggressive 2375.6277875940245
Financial scorecard for CAE.TO (Industrials — Aerospace & Defense, Canada)
Report date: 2026-03-31 (annual)
Stock price: 25.18439716312057
Market cap: 11419293696 (USD: 8215319205.755396)
P/E ratio: 26.863457687458283
P/B ratio: 2.1617297798704547
Debt to equity: 0.6003000000000001
Current ratio: 0.96
Interest coverage ratio: 3.3378016085790887
Return on net tangible assets (%): 48.20786307825871
Buffett classification: The Great
Analyst consensus upside (%): 63.906405300938715
Rule of 40 score: 15.393227254935752
Altman Z-score: 1.6692502184480102 (Distress Zone)
Piotroski F-score: 8 (Strong)
Magic formula: return on capital % 5.543499162156965, earnings yield % 1.0236342536915066, rank 1224
Dividend yield (%): 0
Buyback yield (%): 0.06129976324588263
Debt paydown yield (%): 1.218340449327508
Total shareholder yield (%): 1.2796402125733908 (Low Return)
Momentum (%): 1m 0.6242092617647884, 3m -0.22375907034360626, 6m -23.566157719141454, 12m -11.951722000401082, composite -12.095944963114613 (Moderate Downtrend)
Lynch category: Slow Grower (confidence: Medium)
Screener: long score 6, short score 2, recommendation: Neutral
Revenue growth 1y (%): 7.015714071364831
Net income growth 1y (%): -44.69021020520776
Revenue deceleration: no
Accrual ratio: -0.009769625839905795
FCF conversion rate: 1.3337465137898978
Beneish M-score: -2.5297648528767978 (Likely Safe)
ROE (%): 6.312035264484662
Net margin (%): 6.566951566951566
Asset turnover: 0.4457561873472336
Equity multiplier (leverage): 2.1562952348039617
ROE archetype: Standard Business
P/E z-score: 3.719012981290193
FCF z-score: 3.722442533550185
Treasury beta 1y: -0.0009280325522052377 (R-squared: 0.00016283026764457836)
Insider 90-day net shares: -87975 (net value USD: -2209001.00)
Dividend increase streak (years): 0
ROIC (%): 6.220038656615631 (pretax: 7.713850233584059)
Incremental ROIC 3y (%): 61.99705056407233 (pretax: 71.61623184163244)
Capital allocation category: Turnaround Compounder
Industry percentiles: P/E 24.324324324324326, P/B 18.91891891891892, ROIC 40.54054054054054, revenue growth 1y 43.69369369369369, 6m momentum 48.64864864864865
Sector percentiles: P/E 57.629288274449564, 6m momentum 72.40143369175627
Industry median P/E: 27.773289779307788; industry median ROIC: 6.974431518937386
Sector median P/E: 0.48479532163742683; sector median ROIC: 7.0952301251284755
WACC: 0.09434983728353107
Base cash flow: 559280575.5395684
DCF price per share: base 27.266026688564192, conservative 19.63936621780273, aggressive 37.616766178834204
Financial scorecard for CBC (Financial Services — Banks - Regional, United States)
Report date: 2026-03-31 (quarterly)
Stock price: 32.04
Market cap: 7682171904 (USD: 7682171904)
P/E ratio: 13.398876404494382
P/B ratio: 1.5055239238812046
Debt to equity: 0
Return on net tangible assets (%): 3.12397479076667
Buffett classification: The Gruesome
Analyst consensus upside (%): 30.398322851153036
Rule of 40 score: 73.86162448606002
Piotroski F-score: 6 (Neutral)
Dividend yield (%): 0.3789162799760228
Buyback yield (%): 0.4053931673122841
Total shareholder yield (%): 0.7843094472883069 (Low Return)
Momentum (%): 1m 8.831521739130427, 3m 24.0418118466899, 6m 33.27787021630616, 12m , composite 28.659841031498033 (Strong Uptrend)
Lynch category: Fast Grower (confidence: Medium)
Screener: long score 5, short score 2, recommendation: Neutral
Revenue growth 1y (%): 32.57304219785328
Net income growth 1y (%): 79.50715035953786
Revenue deceleration: no
Accrual ratio: -0.004397118651853779
FCF conversion rate: 1.8155606366124153
Beneish M-score: -2.4712965488764507 (Likely Safe)
ROE (%): 2.9301915262420932
Net margin (%): 40.58676312087832
Asset turnover: 0.013283958549273596
Equity multiplier (leverage): 5.434806416994942
ROE archetype: Low Return
P/E z-score: 1.892221250399973
FCF z-score: 1.8922212503999736
Treasury beta 1y: -0.00019751342950865842 (R-squared: 2.0360821393638105e-05)
Insider 90-day net shares: 40000 (net value USD: 979880.00)
Dividend increase streak (years): 0
Capital allocation category: Standard Allocator
Industry percentiles: P/E 68.63354037267081, P/B 59.62732919254658, ROIC , revenue growth 1y 7.298136645962733, 6m momentum 11.335403726708075
Sector percentiles: P/E 40.22245214692188, 6m momentum 4.940506983962752
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.051300000000000005
Base cash flow: 394523000
DCF price per share: base 139.605990319156, conservative 80.41001189363278, aggressive 255.81915946573514
Financial scorecard for CBG.L (Financial Services — Banks - Regional, United Kingdom)
Report date: 2026-01-31 (quarterly)
Stock price: 0.056133333333333334
Market cap: 634202368 (USD: 880836622.2222222)
P/B ratio: 0.004577237908648067
Debt to equity: 1.289511667067598
Buffett classification: The Gruesome
Analyst consensus upside (%): 732118.6138613862
Rule of 40 score: 0
Piotroski F-score: 1 (Weak)
Dividend yield (%): 0
Buyback yield (%): 0
Debt paydown yield (%): -13.530381520114442
Total shareholder yield (%): -13.530381520114442 (Minimal or Negative)
Momentum (%): 1m -4.34678624813154, 3m -7.072334079045478, 6m -19.809523809523803, 12m 1.06731549067314, composite -7.073907382585805 (Flat)
Lynch category: Asset Play (confidence: High)
Screener: long score 0, short score 2, recommendation: Neutral
Revenue deceleration: no
Beneish M-score: -2.4709632787535827 (Likely Safe)
Equity multiplier (leverage): 7.893374718573087
ROE archetype: Standard Business
Treasury beta 1y: 0.00013054451333137094 (R-squared: 1.1897110311331639e-06)
Insider 90-day net shares: 23611 (net value USD: 138586.00)
Dividend increase streak (years): 3
Capital allocation category: Standard Allocator
Industry percentiles: P/E , P/B 0.6211180124223602, ROIC , revenue growth 1y , 6m momentum 91.30434782608695
Sector percentiles: P/E , 6m momentum 59.958613554061046
Industry median P/E: 10.091388400702987; industry median ROIC: 0.8427644093631484
Sector median P/E: 9.286368843069873; sector median ROIC: 1.3915857507207385
WACC: 0.11510000000000001
Base cash flow: 0
DCF price per share: base 0, conservative 0, aggressive 0