speb/financial-data huggingface dataset:
UMG.AS — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Communication Services | Industry: Entertainment
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 45677253968.40625
Net income (USD): 2180208333.3333335
EPS growth %: 55.35926365795727
Revenue growth %: -0.1226593446164806
EPS 2-year CAGR %: 61.576462675943276
Smoothed growth %: 61.576462675943276
P/E ratio: 20.950866607582416
P/B ratio: 9.635280995313119
PEG ratio: 0.34024147697213386
Pays dividend: no
Net asset value (USD): -3207291666.666667
Net cash (USD): -13182291666.666668
Net cash to market cap %: -28.859641334359793
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.5749238960032322 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UMG.AS — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Communication Services | Industry: Entertainment
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 47316362454.6
Net income (USD): 1811764705.882353
EPS growth %: -16.899468817627387
Revenue growth %: 19.36414518486117
EPS 2-year CAGR %: 13.62410542696706
Smoothed growth %: 13.62410542696706
P/E ratio: 26.116174082084413
P/B ratio: 8.804489511035467
PEG ratio: 1.9169092768756038
Pays dividend: no
Net asset value (USD): -2956470588.2352943
Net cash (USD): -15065882352.941177
Net cash to market cap %: -31.840745085586146
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.4958934567177067 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UMH — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category:  (confidence: Low)
Market cap (USD): 1857474712.9499998
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UMH — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1139523689.1000001
Net income (USD): -4854000
P/B ratio: 2.0673656722835436
Pays dividend: no
Net asset value (USD): 548964000
Net cash (USD): -721437000
Net cash to market cap %: -63.31039950295316
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.23588036226672 (Distress Zone)
Piotroski F-score: 1 (Weak)
UMH — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1141227013
Net income (USD): 8009000
Revenue growth %: 12.845803367113437
Smoothed growth %: 12.845803367113437
P/E ratio: 142.49307191909102
P/B ratio: 1.6146529441393107
Pays dividend: no
Net asset value (USD): 704720000
Net cash (USD): -628957000
Net cash to market cap %: -55.112347748116264
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.3185543154031476 (Distress Zone)
Piotroski F-score: 8 (Strong)
UMH — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 1479336807.15
Net income (USD): 21635000
EPS growth %: 170.13359970033713
Revenue growth %: 8.884010410772888
Smoothed growth %: 170.13359970033713
P/E ratio: 68.37701905015022
P/B ratio: 1.615156972090022
PEG ratio: 0.4019019122065559
Pays dividend: no
Net asset value (USD): 914029000
Net cash (USD): -516216000
Net cash to market cap %: -34.89509606635897
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.7713468941994102 (Distress Zone)
Piotroski F-score: 8 (Strong)
UMH — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 1316669374.7
Net income (USD): 26499000
EPS growth %: 22.482089207302984
Revenue growth %: 8.813894708836344
EPS 2-year CAGR %: 81.89702486953041
Smoothed growth %: 81.89702486953041
P/E ratio: 49.68751178157667
P/B ratio: 1.451361530143431
PEG ratio: 0.6067071650128134
Pays dividend: no
Net asset value (USD): 905540000
Net cash (USD): -695982000
Net cash to market cap %: -52.859283687567945
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.3812301995986702 (Distress Zone)
Piotroski F-score: 8 (Strong)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 61149465.13258481
P/B ratio: 1.9772823805793927
Pays dividend: no
Net asset value (USD): 27534567.606306735
Net cash (USD): -2990145.7238413757
Net cash to market cap %: -4.889896775643279
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 48688170.868712805
Net income (USD): 454734.6270750526
P/E ratio: 26.767353952064973
P/B ratio: 1.576349432394109
Pays dividend: no
Net asset value (USD): 27493289.68903437
Net cash (USD): -8386076.689268177
Net cash to market cap %: -17.22405368622525
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.1898501717171746 (Safe Zone)
Piotroski F-score: 2 (Weak)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 52069226.836180665
Net income (USD): 345974.7250175521
P/E ratio: 37.62502219890418
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 45504638.656144306
Net income (USD): 648737.3167981962
P/E ratio: 31.39448979586607
P/B ratio: 1.4923420557713776
Pays dividend: no
Net asset value (USD): 27213010.146561444
Net cash (USD): -12603483.652762119
Net cash to market cap %: -27.697140390456266
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.918040979785786 (Grey Zone)
Piotroski F-score: 2 (Weak)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 45792290.53380862
Net income (USD): 609357.2462960901
P/E ratio: 22.242181587094834
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
UNIDT.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Energy | Industry: Oil & Gas Equipment & Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 48139237.303942345
Net income (USD): 507513.77702416276
EPS growth %: 11.606582566319307
Revenue growth %: 26.20456067551691
Smoothed growth %: 11.606582566319307
P/E ratio: 0.1647376006249635
P/B ratio: 1.0609019424255435
PEG ratio: 0.014193463035623351
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 26436477.320898686
Net cash (USD): -2816839.762611276
Net cash to market cap %: -5.851442441487522
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 10.635766476646687 (Safe Zone)
Piotroski F-score: 2 (Weak)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 465613119.7127072
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 441044181.61066234
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 567469361.546875
Net income (USD): 26281597.222222224
P/E ratio: 5.397972550418808
P/B ratio: 1.2235587922431883
Pays dividend: no
Net asset value (USD): 406485590.2777778
Net cash (USD): -543182291.6666666
Net cash to market cap %: -95.72010904447707
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.0241180386023543 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 632131393.7463504
Net income (USD): 42559854.01459853
P/E ratio: 9.182423995853338
P/B ratio: 1.2249534067805123
Pays dividend: no
Net asset value (USD): 457009489.05109483
Net cash (USD): -540860948.9051094
Net cash to market cap %: -85.5614757083455
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.1436168015826191 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 841979132.9492482
Net income (USD): 20516541.35338346
P/E ratio: 9.422538583767931
P/B ratio: 1.8029814781470461
Pays dividend: no
Net asset value (USD): 407852631.57894737
Net cash (USD): -645415789.4736841
Net cash to market cap %: -76.65460629801471
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.117339769225813 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 731229474.8779174
Net income (USD): -937043.7956204378
P/E ratio: 8.269866868050492
P/B ratio: 2.205729372476386
Pays dividend: no
Net asset value (USD): 274722445.25547445
Net cash (USD): -792682116.7883211
Net cash to market cap %: -108.40401597879566
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.9154443746915363 (Distress Zone)
Piotroski F-score: 4 (Weak)
UNIP6.SA — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1333736152.0912547
Net income (USD): 7123954.372623574
EPS growth %: -72.89375408812687
Revenue growth %: -0.946967913087883
Smoothed growth %: -72.89375408812687
P/E ratio: 3.77745755733695
P/B ratio: 2.325106301109408
Dividend yield: 0.17
Pays dividend: yes
Net asset value (USD): 298422623.5741445
Net cash (USD): -831366349.809886
Net cash to market cap %: -62.33364436484163
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.1829440480087838 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPL.L — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 215819.105
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UPL.L — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 69995383.78378378
P/B ratio: 0.07769530512417817
Pays dividend: no
Net asset value (USD): 9008959.45945946
Net cash (USD): 2194121.621621622
Net cash to market cap %: 3.134666177985792
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6067693846.150024
P/B ratio: 1.6067412980759106
Pays dividend: no
Net asset value (USD): -516602962.2551362
Net cash (USD): -5826803631.151458
Net cash to market cap %: -96.02995435981971
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4838303457.985779
Net income (USD): 99428837.85989042
P/E ratio: 12.165241900955452
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6151628999.088809
Net income (USD): 126139817.62917933
P/E ratio: 12.192083980121797
P/B ratio: 1.3911339940307108
Pays dividend: no
Net asset value (USD): 71896188.91746551
Net cash (USD): -4707622165.068974
Net cash to market cap %: -76.52643171046685
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.3851316817303285 (Distress Zone)
Piotroski F-score: 2 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6410491016.878775
Net income (USD): -10297215.071378423
P/E ratio: 29.778641348989414
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7405688570.842598
Net income (USD): 54583936.72719172
P/E ratio: 27.443175856623924
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
UPL.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Agricultural Inputs
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5396793754.641797
Net income (USD): 137134378.9741416
EPS growth %: 37.922138009280296
Revenue growth %: 52.835533321080284
Smoothed growth %: 37.922138009280296
P/E ratio: 0.2662584960984002
P/B ratio: 1.145531650872214
PEG ratio: 0.0070211889433354595
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 32746926.66384061
Net cash (USD): -5006358626.536668
Net cash to market cap %: -92.76542432681785
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.28916842368791 (Distress Zone)
Piotroski F-score: 2 (Weak)
UPR.L — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Healthcare | Industry: Medical Distribution
Lynch category:  (confidence: Low)
Market cap (USD): 14381819.213513512
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UPR.L — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Healthcare | Industry: Medical Distribution
Lynch category: Asset Play (confidence: High)
Market cap (USD): 8350161.152530121
Net income (USD): 48623404.25531915
P/E ratio: 0.1717313149997443
P/B ratio: 0.02708630762804689
Pays dividend: no
Net asset value (USD): -231520212.76595747
Net cash (USD): -763092553.1914895
Net cash to market cap %: -9138.656598983966
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.143558073607013 (Grey Zone)
Piotroski F-score: 4 (Weak)
UPR.L — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Healthcare | Industry: Medical Distribution
Lynch category: Asset Play (confidence: High)
Market cap (USD): 7360081.361012659
Net income (USD): 50164444.44444444
EPS growth %: 3.169338331461459
Revenue growth %: 28.776324087636496
Smoothed growth %: 3.169338331461459
P/E ratio: 0.14671908445360576
P/B ratio: 0.019855144250678594
PEG ratio: 0.04629328557230746
Pays dividend: no
Net asset value (USD): -254277777.77777776
Net cash (USD): -966987777.7777778
Net cash to market cap %: -13138.275656843172
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.260643436560892 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UPR.L — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Healthcare | Industry: Medical Distribution
Lynch category: Asset Play (confidence: High)
Market cap (USD): 5548400.61975
Net income (USD): 66912500
EPS growth %: 33.38630725613539
Revenue growth %: 1.7318493440425842
EPS 2-year CAGR %: 17.308895920524737
Smoothed growth %: 17.308895920524737
P/E ratio: 0.0829202409079021
P/B ratio: 0.013253835326775832
PEG ratio: 0.0047906141032124415
Pays dividend: no
Net asset value (USD): -172445833.33333334
Net cash (USD): -948919791.6666666
Net cash to market cap %: -17102.582468340635
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.279559966761542 (Grey Zone)
Piotroski F-score: 7 (Neutral)
UPR.L — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Healthcare | Industry: Medical Distribution
Lynch category: Asset Play (confidence: High)
Market cap (USD): 1201092894.1176472
Net income (USD): 60149411.76470588
EPS growth %: -10.107361457566402
Revenue growth %: 25.345456266456743
EPS 2-year CAGR %: 9.500900017697411
Smoothed growth %: 9.500900017697411
P/E ratio: 0.23767885532591415
P/B ratio: 0.02200326293910765
PEG ratio: 0.025016456849686623
Dividend yield: 0.00
Pays dividend: no
Net asset value (USD): -221340000
Net cash (USD): -1345171764.7058825
Net cash to market cap %: -111.99564757179579
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 2.5681554682484022 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UPS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category:  (confidence: Medium)
Market cap (USD): 91254695369.68001
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UPS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category:  (confidence: Medium)
Market cap (USD): 85438823023.04
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
UPS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 75591408870
Net income (USD): 1187000000
P/E ratio: 15.920684260741364
P/B ratio: 4.819651164881408
Pays dividend: no
Net asset value (USD): 7668000000
Net cash (USD): -47717000000
Net cash to market cap %: -63.124898336082566
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6870605908582745 (Distress Zone)
Piotroski F-score: 4 (Weak)
UPS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 70507186703.04
Net income (USD): 1283000000
P/E ratio: 28.545419717829958
P/B ratio: 4.468985656527857
Pays dividend: no
Net asset value (USD): 7588000000
Net cash (USD): -48860000000
Net cash to market cap %: -69.29790037686094
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6205993557111178 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 59450310008.079994
Net income (USD): 1311000000
P/E ratio: 15.72343560118487
P/B ratio: 3.751281550232206
Pays dividend: no
Net asset value (USD): 7558000000
Net cash (USD): -48712000000
Net cash to market cap %: -81.93733555532253
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.4874176780732231 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 71821170699.2
Net income (USD): 1791000000
P/E ratio: 12.889657340129217
P/B ratio: 4.418404841537988
Pays dividend: no
Net asset value (USD): 6369000000
Net cash (USD): -50948000000
Net cash to market cap %: -70.9373009434494
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6515974739479824 (Distress Zone)
Piotroski F-score: 8 (Strong)
UPS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Industrials | Industry: Integrated Freight & Logistics
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 97572216832
Net income (USD): 864000000
EPS growth %: -27.211457455770848
Revenue growth %: -1.5965840527244035
Smoothed growth %: -27.211457455770848
P/E ratio: 15.655339805825243
P/B ratio: 4.57423790120955
Dividend yield: 0.06
Pays dividend: yes
Net asset value (USD): 5986000000
Net cash (USD): -50216000000
Net cash to market cap %: -51.46547001843976
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8332534818323776 (Grey Zone)
Piotroski F-score: 4 (Weak)
USAS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 259907945.99
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
USAS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 320665647.65
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
USAS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 448931906.71000004
Net income (USD): -13761538.461538462
P/B ratio: 11.583980703284073
Pays dividend: no
Net asset value (USD): 38754545.45454545
Net cash (USD): -83997902.0979021
Net cash to market cap %: -18.710610861562767
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.8724346799816745 (Distress Zone)
Piotroski F-score: 2 (Weak)
USAS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 685211857.6099999
Net income (USD): -11024087.591240875
P/B ratio: 16.683376784774648
Pays dividend: no
Net asset value (USD): 41071532.84671532
Net cash (USD): -92220437.95620435
Net cash to market cap %: -13.458675142877228
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: -0.5610541134182679 (Distress Zone)
Piotroski F-score: 5 (Neutral)
USAS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1255659167.64
Net income (USD): -11300719.424460432
P/B ratio: 34.757866036435324
Pays dividend: no
Net asset value (USD): 36125899.28057554
Net cash (USD): -104594964.02877699
Net cash to market cap %: -8.329884950018903
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.9307566889063623 (Grey Zone)
Piotroski F-score: 4 (Weak)
USAS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1724843641.5700002
Net income (USD): -27530656.934306566
P/B ratio: 10.662700916224388
Pays dividend: no
Net asset value (USD): 161764233.57664233
Net cash (USD): -44960583.941605836
Net cash to market cap %: -2.6066469364539895
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 5.413238902387804 (Safe Zone)
Piotroski F-score: 6 (Neutral)
USAS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1340044800
Net income (USD): 7181294.964028778
Revenue growth %: 181.19621949499225
Smoothed growth %: 181.19621949499225
P/E ratio: 61.33898401909938
P/B ratio: 10.263391934402772
Pays dividend: no
Net asset value (USD): 171675539.56834534
Net cash (USD): -55754676.258992806
Net cash to market cap %: -4.160657633162175
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.054486842183546 (Safe Zone)
Piotroski F-score: 8 (Strong)
USC.AX — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7622950.2481203005
Net income (USD): -233015.03759398495
P/B ratio: 7.9101480989084125
Pays dividend: no
Net asset value (USD): 963692.4812030075
Net cash (USD): 618877.4436090225
Net cash to market cap %: 8.118607933478614
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
USC.AX — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 13984170.8
Net income (USD): -547405.5172413794
P/B ratio: 6.204314970517564
Pays dividend: no
Net asset value (USD): 2137768.9655172415
Net cash (USD): 871988.275862069
Net cash to market cap %: 6.235537940240754
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
USC.AX — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6714254.19205298
Net income (USD): -955621.8543046358
P/B ratio: 4.5845448634090555
Pays dividend: no
Net asset value (USD): 1352983.4437086093
Net cash (USD): 95197.35099337748
Net cash to market cap %: 1.4178395436093776
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
USC.AX — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14193933.333333334
Net income (USD): -1585404.6666666667
P/B ratio: 4.1016449141300395
Pays dividend: no
Net asset value (USD): 3183457.3333333335
Net cash (USD): 2235627.3333333335
Net cash to market cap %: 15.750583582657379
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 94.36420229414718 (Safe Zone)
Piotroski F-score: 3 (Weak)
USCB — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 268114052
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
USCB — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 312860607
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
USCB — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 328750200
Net income (USD): 7658000
P/E ratio: 10.732247323060852
P/B ratio: 1.4605407662780778
Pays dividend: no
Net asset value (USD): 225088000
Net cash (USD): -2354310000
Net cash to market cap %: -716.1394882801592
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
USCB — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 294779346
Net income (USD): 8140000
P/E ratio: 18.659282567413598
P/B ratio: 1.2728885367233347
Pays dividend: no
Net asset value (USD): 231583000
Net cash (USD): -2433072000
Net cash to market cap %: -825.3875425858364
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 7 (Neutral)
USCB — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 312860607
Net income (USD): 8939000
P/E ratio: 12.647475724623034
P/B ratio: 1.4962605849015997
Pays dividend: no
Net asset value (USD): 209095000
Net cash (USD): -2502039000
Net cash to market cap %: -799.7296380621035
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 7 (Neutral)
USCB — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 332037702
Net income (USD): 1363000
P/E ratio: 12.72175103448276
P/B ratio: 1.528838362118582
Pays dividend: no
Net asset value (USD): 217183000
Net cash (USD): -2535880000
Net cash to market cap %: -763.7325474563127
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
USCB — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 395778720
Net income (USD): 9351000
EPS growth %: 22.107599895534083
Revenue growth %: 14.74749244448338
Smoothed growth %: 22.107599895534083
P/E ratio: 12.523809523809524
P/B ratio: 1.5061340359961657
PEG ratio: 0.5664934042134279
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 223246000
Net cash (USD): -2543526000
Net cash to market cap %: -642.6636581168386
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 7 (Neutral)
USEA — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Pays dividend: no
Net cash (USD): 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
USEA — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 20888524.41
Net income (USD): 39882978.72340426
P/E ratio: 0.5237453439690584
P/B ratio: 0.3041013032059224
Pays dividend: no
Net asset value (USD): 68689361.70212767
Net cash (USD): -6760638.297872342
Net cash to market cap %: -32.36532253391633
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.1476112758443047 (Distress Zone)
Piotroski F-score: 3 (Weak)
USEA — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 17740938.54
Net income (USD): 245555.55555555556
EPS growth %: -99.38430989004476
Revenue growth %: 65.33522549937575
Smoothed growth %: -99.38430989004476
P/E ratio: 72.248166
P/B ratio: 0.24240302245365808
Pays dividend: no
Net asset value (USD): 73187777.77777778
Net cash (USD): -105705555.55555555
Net cash to market cap %: -595.8284299177532
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.18750317745669406 (Distress Zone)
Piotroski F-score: 3 (Weak)
USEA — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14116445.72
Net income (USD): -3523958.3333333335
EPS growth %: -1535.0961538461538
Revenue growth %: 18.11091163667621
Smoothed growth %: 18.11091163667621
P/B ratio: 0.22553235073891625
Pays dividend: no
Net asset value (USD): 62591666.66666667
Net cash (USD): -109971875
Net cash to market cap %: -779.0337396629043
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.5247794690306427 (Distress Zone)
Piotroski F-score: 6 (Neutral)
USEA — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14879496.84
Net income (USD): -7280000
Revenue growth %: -6.083268713194031
Smoothed growth %: -6.083268713194031
P/B ratio: 0.22398562522579965
Pays dividend: no
Net asset value (USD): 62254117.64705882
Net cash (USD): -80060000
Net cash to market cap %: -538.0558285060935
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.36397071773235556 (Distress Zone)
Piotroski F-score: 5 (Neutral)
USIO — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category:  (confidence: Low)
Market cap (USD): 120318533.84
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
USIO — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 45533390.099999994
Net income (USD): -5483244
P/B ratio: 3.267767321573309
Pays dividend: no
Net asset value (USD): 11308738
Net cash (USD): -78269754
Net cash to market cap %: -171.89529228573738
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.08367119962290437 (Distress Zone)
Piotroski F-score: 1 (Weak)
USIO — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 47465109.68
Net income (USD): -475104
Revenue growth %: 21.083568462046845
Smoothed growth %: 21.083568462046845
P/B ratio: 3.1498849831762086
Pays dividend: no
Net asset value (USD): 13315506
Net cash (USD): -84710144
Net cash to market cap %: -178.46823608140454
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.23830552114519488 (Distress Zone)
Piotroski F-score: 7 (Neutral)
USIO — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 40290151.24
Net income (USD): 3305497
Revenue growth %: -1.3494179500940002
Smoothed growth %: -1.3494179500940002
P/E ratio: 12.188833098320766
P/B ratio: 2.103159631304816
Pays dividend: no
Net asset value (USD): 18275617
Net cash (USD): -79994593
Net cash to market cap %: -198.54627132940988
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.2287137038337379 (Distress Zone)
Piotroski F-score: 5 (Neutral)
USIO — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 37530551.84
Net income (USD): -2512339
EPS growth %: -176.0048791452541
Revenue growth %: 2.9684449301981
Smoothed growth %: -176.0048791452541
P/B ratio: 2.095227080364371
Pays dividend: no
Net asset value (USD): 17902644
Net cash (USD): -109543760
Net cash to market cap %: -291.8788950053445
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.11922781347873934 (Distress Zone)
Piotroski F-score: 4 (Weak)
USK.NS — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Net income (USD): 1602017.6711064223
Pays dividend: no
Net asset value (USD): 9009811.420282211
Net cash (USD): -10424581.300276935
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
USK.NS — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Net income (USD): 1954604.1412911084
EPS growth %: 22.008900185300377
Revenue growth %: 42.7510390227389
Smoothed growth %: 22.008900185300377
Pays dividend: no
Net asset value (USD): 17563105.968331303
Net cash (USD): -6322850.18270402
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 5 (Neutral)
USK.NS — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Market cap (USD): 31975124.607725527
Net income (USD): 3612915.2176519968
EPS growth %: 84.84127508629422
Revenue growth %: 98.0562517549656
EPS 2-year CAGR %: 50.17416782565276
Smoothed growth %: 50.17416782565276
P/E ratio: 8.850228328498085
P/B ratio: 1.5243084151423416
PEG ratio: 0.17639013683796848
Pays dividend: no
Net asset value (USD): 20976807.770715915
Net cash (USD): -17434344.64564096
Net cash to market cap %: -54.524712130218376
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.789026099117414 (Safe Zone)
Piotroski F-score: 4 (Weak)
USK.NS — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Market cap (USD): 23385792.279145762
Net income (USD): -842506.4297404722
EPS growth %: -123.31929699385556
Revenue growth %: -51.16324670774524
Smoothed growth %: -123.31929699385556
P/B ratio: 1.1875372045780193
Pays dividend: no
Net asset value (USD): 19692681.786298808
Net cash (USD): -18707575.40332008
Net cash to market cap %: -79.99547408963574
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.081414308346718 (Grey Zone)
Piotroski F-score: 2 (Weak)
USK.NS — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Market cap (USD): 12759833.827893175
Net income (USD): 175476.8969902501
Revenue growth %: -33.74108441165824
EPS 2-year CAGR %: -77.96154790732207
Smoothed growth %: -33.74108441165824
P/E ratio: 0.6381604609078759
P/B ratio: 0.6459094686138295
Pays dividend: no
Net asset value (USD): 18048696.481559984
Net cash (USD): -15829090.716405254
Net cash to market cap %: -124.054050624097
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.283898447620341 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UTL — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Utilities | Industry: Utilities - Diversified
Lynch category:  (confidence: Low)
Market cap (USD): 715134737.25
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UTL — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Utilities | Industry: Utilities - Diversified
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 822719787.03
Net income (USD): 41400000
P/E ratio: 19.872458623913044
P/B ratio: 1.7594520680710009
Pays dividend: no
Net asset value (USD): 467600000
Net cash (USD): -1113800000
Net cash to market cap %: -135.3802373005751
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.0281685333632469 (Distress Zone)
Piotroski F-score: 4 (Weak)
UTL — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Utilities | Industry: Utilities - Diversified
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 868956171.3
Net income (USD): 45200000
EPS growth %: 9.178743961352657
Revenue growth %: -1.083096590909091
Smoothed growth %: 9.178743961352657
P/E ratio: 19.224694055309733
P/B ratio: 1.7759169656652358
PEG ratio: 2.0944798260258497
Pays dividend: no
Net asset value (USD): 489300000
Net cash (USD): -1174600000
Net cash to market cap %: -135.17367604890157
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.002008922479337 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UTL — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Utilities | Industry: Utilities - Diversified
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 924008052.96
Net income (USD): 47100000
EPS growth %: 4.20353982300885
Revenue growth %: -11.182911506013284
EPS 2-year CAGR %: 6.662137585006689
Smoothed growth %: 6.662137585006689
P/E ratio: 19.618005370700637
P/B ratio: 1.8029425423609755
PEG ratio: 2.9447013245195444
Pays dividend: no
Net asset value (USD): 512500000
Net cash (USD): -1275700000
Net cash to market cap %: -138.06156731138626
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.9815976754340082 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UTL — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Utilities | Industry: Utilities - Diversified
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 855283154.9399999
Net income (USD): 50200000
EPS growth %: 6.581740976645436
Revenue growth %: 8.326596604688763
EPS 2-year CAGR %: 5.385932126947046
Smoothed growth %: 5.385932126947046
P/E ratio: 17.037513046613544
P/B ratio: 1.4030235481299211
PEG ratio: 3.1633360103761765
Pays dividend: no
Net asset value (USD): 605300000
Net cash (USD): -1509000000
Net cash to market cap %: -176.4327978733382
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.7652315002330163 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Technology | Industry: Solar
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 30602962.25513617
Net cash (USD): -48836000.955566175
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 3498542.95372421
Pays dividend: no
Net cash (USD): 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 5989946.223988777
Pays dividend: no
Net asset value (USD): 39417465.51321019
Net cash (USD): -71184007.48187982
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 7908612.216241517
Pays dividend: no
Net asset value (USD): 47382284.10952493
Net cash (USD): -91053709.33770186
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 760433985.9826223
Net income (USD): 7498496.156845272
P/E ratio: 30.544918009336683
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UTLSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 1248292636.5409071
Net income (USD): 11267804.154302672
EPS growth %: 222.0713395074386
Revenue growth %: 141.86943480584983
Smoothed growth %: 222.0713395074386
P/E ratio: 0.20408104215360115
P/B ratio: 4.738772728887411
PEG ratio: 0.0009189886574569212
Pays dividend: no
Net asset value (USD): 128704641.79737177
Net cash (USD): -96090292.49682069
Net cash to market cap %: -7.6977376685560355
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 7.502790964593806 (Safe Zone)
Piotroski F-score: 2 (Weak)
UTSI — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category:  (confidence: Low)
Market cap (USD): 27532919
P/B ratio: 4.44413188652545
Pays dividend: no
Net asset value (USD): 6195342.465753425
Net cash (USD): 2890958.9041095893
Net cash to market cap %: 10.500008749924369
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UTSI — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Communication Equipment
Lynch category:  (confidence: Low)
Market cap (USD): 26488566.9
P/B ratio: 4.49969258607373
Pays dividend: no
Net asset value (USD): 5886750.348675035
Net cash (USD): 2766527.1966527193
Net cash to market cap %: 10.44423130589492
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)
UTSI — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category:  (confidence: Low)
Market cap (USD): 22690924
P/B ratio: 4.624928787090056
Pays dividend: no
Net asset value (USD): 5214142.857142857
Net cash (USD): 2158428.5714285714
Net cash to market cap %: 9.512299152862049
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UZU.DE — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 240813687.2604167
P/B ratio: 0.8247956208413458
Pays dividend: no
Net asset value (USD): 254164583.33333334
Net cash (USD): -110684375
Net cash to market cap %: -45.96265945643927
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UZU.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 349363599.4470588
P/B ratio: 1.0523932294852485
Pays dividend: no
Net asset value (USD): 287510588.2352941
Net cash (USD): -150391764.70588234
Net cash to market cap %: -43.0473480763047
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
UZU.DE — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 358443369.41176474
P/E ratio: 15.294117647058826
P/B ratio: 1.1684065200005442
Dividend yield: 0.03
Pays dividend: yes
Net asset value (USD): 297754117.64705884
Net cash (USD): -122597647.05882353
Net cash to market cap %: -34.20279394762314
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)