speb/financial-data huggingface dataset:
UEM.L — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 4679187.649733333
P/B ratio: 0.007019722117363726
Pays dividend: no
Net asset value (USD): 666577333.3333334
Net cash (USD): -7560000
Net cash to market cap %: -161.56650610989806
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UEM.L — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 4625004.746233767
P/B ratio: 0.007422030783498882
Pays dividend: no
Net asset value (USD): 623145454.5454545
Net cash (USD): -21220779.22077922
Net cash to market cap %: -458.82718797336855
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
UEM.L — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 5793695.265945946
P/B ratio: 0.008324581904038866
Pays dividend: no
Net asset value (USD): 695974324.3243244
Net cash (USD): -28214864.864864867
Net cash to market cap %: -486.99255949317137
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UEM.L — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 641462400
P/E ratio: 0.05530427631578947
P/B ratio: 0.008441337286646517
Dividend yield: 0.03
Pays dividend: yes
Net asset value (USD): 724875000
Net cash (USD): -15088157.894736845
Net cash to market cap %: -2.3521500082837035
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UFBL.NS — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Consumer Cyclical | Industry: Restaurants
Lynch category:  (confidence: Low)
Market cap (USD): 653407074.7797706
Pays dividend: no
Net cash (USD): 8565607.279440856
Net cash to market cap %: 1.3109143763599245
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UFBL.NS — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Consumer Cyclical | Industry: Restaurants
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 301431740.91412914
Net income (USD): 2332155.907429964
P/E ratio: 129.2502529328354
P/B ratio: 6.0452020590045805
Pays dividend: no
Net asset value (USD): 39481973.20341048
Net cash (USD): -98292448.23386115
Net cash to market cap %: -32.608526207551044
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.6176541768748267 (Grey Zone)
Piotroski F-score: 4 (Weak)
UFBL.NS — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Consumer Cyclical | Industry: Restaurants
Lynch category: Speculative (confidence: Low)
Market cap (USD): 233435193.95333493
Net income (USD): -1340088.7396570332
EPS growth %: -157.46137020203815
Revenue growth %: -0.09129425884496929
Smoothed growth %: -157.46137020203815
P/B ratio: 4.821531212077408
Pays dividend: no
Net asset value (USD): 35099412.3995683
Net cash (USD): -100137786.3053124
Net cash to market cap %: -42.89746743386541
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.0647644186637084 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UFBL.NS — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Consumer Cyclical | Industry: Restaurants
Lynch category: Turnaround (confidence: High)
Market cap (USD): 123635957.47870232
Net income (USD): -3160626.607435118
Revenue growth %: -3.796881481470239
Smoothed growth %: -3.796881481470239
P/B ratio: 2.8517398451492366
Pays dividend: no
Net asset value (USD): 30790390.460603226
Net cash (USD): -107986439.09282207
Net cash to market cap %: -87.34225972361152
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.285898130554191 (Distress Zone)
Piotroski F-score: 4 (Weak)
UFBL.NS — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Consumer Cyclical | Industry: Restaurants
Lynch category: Speculative (confidence: Low)
Market cap (USD): 279540561.93302244
Net income (USD): -6266532.428995337
Revenue growth %: -1.579653291133785
Smoothed growth %: -1.579653291133785
P/B ratio: 2.365274310891718
Pays dividend: no
Net asset value (USD): 21264094.955489613
Net cash (USD): -112120178.04154304
Net cash to market cap %: -40.108733153511686
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.18395979423751 (Grey Zone)
Piotroski F-score: 3 (Weak)
UFO.L — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 0
P/B ratio: 0
Pays dividend: no
Net asset value (USD): 19643750
Net cash (USD): -1555000
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UG — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category:  (confidence: Low)
Market cap (USD): 66387909.55
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)
UG — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category:  (confidence: Low)
Market cap (USD): 39970575.3
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)
UG — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 38776052.36
Net income (USD): 560895
P/E ratio: 17.28311553855891
P/B ratio: 3.5785299530286276
Pays dividend: no
Net asset value (USD): 10835749
Net cash (USD): 6193571
Net cash to market cap %: 15.972670303047837
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 14.477996842746501 (Safe Zone)
Piotroski F-score: 3 (Weak)
UG — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 34503335.69
Net income (USD): 626826
P/E ratio: 29.050034216789967
P/B ratio: 3.010085926591538
Pays dividend: no
Net asset value (USD): 11462575
Net cash (USD): 6489348
Net cash to market cap %: 18.807885876033687
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 13.20072270440363 (Safe Zone)
Piotroski F-score: 6 (Neutral)
UG — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 34870881.21
Net income (USD): 268441
P/E ratio: 23.947116605157944
P/B ratio: 3.2951658020894246
Pays dividend: no
Net asset value (USD): 10582436
Net cash (USD): 6706683
Net cash to market cap %: 19.23290369294341
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 15.451998626230536 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UG — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 27290254.860000003
Net income (USD): 649576
P/E ratio: 12.959947942241628
P/B ratio: 2.4296853368746403
Pays dividend: no
Net asset value (USD): 11232012
Net cash (USD): 6697176
Net cash to market cap %: 24.54054032971387
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 11.247924585980217 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UG — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 35008712
Net income (USD): 818902
EPS growth %: 45.999162053503774
Revenue growth %: 15.76279650336319
Smoothed growth %: 45.999162053503774
P/E ratio: 12.884615384615385
P/B ratio: 2.8234263690692285
PEG ratio: 0.2801054369127135
Dividend yield: 0.08
Pays dividend: yes
Net asset value (USD): 10902334
Net cash (USD): 6239096
Net cash to market cap %: 17.821552532409648
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 14.209937443832871 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UGPA3.SA — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
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)
UGPA3.SA — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Net income (USD): 348497916.6666666
Pays dividend: no
Net asset value (USD): 1854240909.090909
Net cash (USD): -3432559469.69697
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
UGPA3.SA — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Net income (USD): 519124329.89690727
EPS growth %: 48.96052603764699
Revenue growth %: -4.463096175029559
Smoothed growth %: 48.96052603764699
Pays dividend: no
Net asset value (USD): 2258263505.1546392
Net cash (USD): -3712067216.4948454
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 8 (Strong)
UGPA3.SA — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Net income (USD): 408721682.84789646
EPS growth %: -21.26709165623881
Revenue growth %: -16.882471950754084
EPS 2-year CAGR %: 8.296331624670072
Smoothed growth %: 8.296331624670072
Pays dividend: no
Net asset value (USD): 2144075728.15534
Net cash (USD): -3132056634.3042073
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 5 (Neutral)
UGPA3.SA — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Net income (USD): 463851824.81751823
EPS growth %: 13.488430950245956
Revenue growth %: 20.26721906416225
EPS 2-year CAGR %: -5.473420499401415
Smoothed growth %: 13.488430950245956
Pays dividend: no
Net asset value (USD): 2253612043.7956204
Net cash (USD): -4487498905.109489
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 5 (Neutral)
UIG.V — Peter Lynch category analysis (annual, as of 2023-09-30)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Net income (USD): 1220657.0370370368
Pays dividend: no
Net asset value (USD): 1204822.2222222222
Net cash (USD): -855934.8148148148
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UIG.V — Peter Lynch category analysis (annual, as of 2024-09-30)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7772067.851851852
Net income (USD): -1869127.4074074072
EPS growth %: -253.12469847750486
Revenue growth %: -56.162515923227055
Smoothed growth %: -56.162515923227055
P/B ratio: 5.75176947513547
Pays dividend: no
Net asset value (USD): 1351248.148148148
Net cash (USD): -313874.07407407404
Net cash to market cap %: -4.038488598620344
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 6.454597882729582 (Safe Zone)
Piotroski F-score: 4 (Weak)
UIG.V — Peter Lynch category analysis (annual, as of 2025-09-30)
Sector: Industrials | Industry: Engineering & Construction
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3019364.489208633
Net income (USD): -1101726.6187050361
Revenue growth %: -8.605810097284088
Smoothed growth %: -8.605810097284088
P/B ratio: 5.640008761874557
Pays dividend: no
Net asset value (USD): 535347.4820143885
Net cash (USD): -921169.0647482015
Net cash to market cap %: -30.508706982562323
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.31214597214232653 (Distress Zone)
Piotroski F-score: 4 (Weak)
UJJIVANSFB.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 939678050.8447205
P/B ratio: 1.3375131153170803
Pays dividend: no
Net asset value (USD): 702556139.5126612
Net cash (USD): -4207142857.1428576
Net cash to market cap %: -447.72173334908274
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UJJIVANSFB.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 766854665.1152815
Net income (USD): 12661149.318102341
P/E ratio: 15.141884947578717
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: 1 (Weak)
UJJIVANSFB.NS — 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): 781374242.2994515
Net income (USD): 9748655.59971943
P/E ratio: 20.037999965911702
P/B ratio: 1.0987059354240318
Pays dividend: no
Net asset value (USD): 709636895.0198737
Net cash (USD): -4493330523.731587
Net cash to market cap %: -575.0548559814923
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UJJIVANSFB.NS — 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): 1116358197.415399
Net income (USD): 12078165.223496374
P/E ratio: 32.369495590520465
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: 1 (Weak)
UJJIVANSFB.NS — 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): 1148595883.111953
Net income (USD): 20688425.97749805
P/E ratio: 20.816797832148737
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: 1 (Weak)
UJJIVANSFB.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 1110078160.5765154
Net income (USD): 29882365.40907164
EPS growth %: 136.01621510258298
Revenue growth %: 20.168465862556523
Smoothed growth %: 136.01621510258298
P/E ratio: 0.15357877152793695
P/B ratio: 1.434611032615831
PEG ratio: 0.0011291210493698002
Pays dividend: no
Net asset value (USD): 718512356.930903
Net cash (USD): -5010794150.063586
Net cash to market cap %: -451.39111172687575
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UJJIVANSFB.NS — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 1451724724.3802087
Net income (USD): 33393817.91328199
EPS growth %: 242.5479295241805
Revenue growth %: 14.859873482513006
Smoothed growth %: 242.5479295241805
P/E ratio: 0.13601659563705748
PEG ratio: 0.0005607823406445425
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)
UKOG.L — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 0
Pays dividend: no
Net asset value (USD): -1878666.6666666667
Net cash (USD): -7776000
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UKOG.L — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Pays dividend: no
Net asset value (USD): -4889189.189189189
Net cash (USD): -9172972.972972972
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
UKOG.L — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3631414.4736842103
Pays dividend: no
Net asset value (USD): -76315.78947368421
Net cash (USD): -3539473.6842105263
Net cash to market cap %: -97.46818243579872
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)
ULTP.L — Peter Lynch category analysis (quarterly, as of 2025-01-31)
Sector: Consumer Cyclical | Industry: Furnishings, Fixtures & Appliances
Lynch category: Asset Play (confidence: High)
Market cap (USD): 980318.5269999999
P/B ratio: 0.015909741988883026
Pays dividend: no
Net asset value (USD): 15086250
Net cash (USD): -77263750
Net cash to market cap %: -7881.494419619391
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
ULTP.L — Peter Lynch category analysis (quarterly, as of 2026-01-31)
Sector: Consumer Cyclical | Industry: Furnishings, Fixtures & Appliances
Lynch category: Asset Play (confidence: High)
Market cap (USD): 66281577.77777778
P/E ratio: 0.14722222222222223
P/B ratio: 0.009525974906826946
Dividend yield: 0.05
Pays dividend: yes
Net asset value (USD): 12918055.555555556
Net cash (USD): -80227777.77777778
Net cash to market cap %: -121.04083889909411
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Pays dividend: no
Net asset value (USD): 129304825.60917343
Net cash (USD): -16115623.506927853
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Net income (USD): 1990881.4589665653
Pays dividend: no
Net asset value (USD): 110715957.4468085
Net cash (USD): -14717418.751461305
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Net income (USD): 2362508.7760355724
Pays dividend: no
Net cash (USD): 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Net income (USD): 2182638.105975197
Pays dividend: no
Net asset value (USD): 119764374.29537767
Net cash (USD): -17771138.669673055
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Net income (USD): 3017711.930489028
Pays dividend: no
Net cash (USD): 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
ULTRAMAR.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 117437476.89699025
Net income (USD): 1499576.0915642222
EPS growth %: -24.677781049674945
Revenue growth %: -7.513366217995218
Smoothed growth %: -24.677781049674945
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 89446958.4569733
Net cash (USD): -14000688.85120814
Net cash to market cap %: -11.921823612992622
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.039433220480868 (Safe Zone)
Piotroski F-score: 2 (Weak)
UM1.AX — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 16527936.912751678
Net income (USD): -1821026.1744966444
Pays dividend: no
Net asset value (USD): 5007567.785234899
Net cash (USD): 4594376.510067115
Net cash to market cap %: 27.79764065122035
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UMBF — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Medium)
Market cap (USD): 7788579304.77
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)
UMBF — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Medium)
Market cap (USD): 8390330822.610001
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)
UMBF — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 7545447378.37
Net income (USD): 81333000
P/E ratio: 23.193068552647755
P/B ratio: 1.11810345605662
Pays dividend: no
Net asset value (USD): 4392797000
Net cash (USD): -51233493000
Net cash to market cap %: -678.9987449500666
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 4 (Weak)
UMBF — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 7878234202.63
Net income (USD): 217394000
P/E ratio: 26.372688784843685
P/B ratio: 1.0813187362795809
Pays dividend: no
Net asset value (USD): 4941153000
Net cash (USD): -52623315000
Net cash to market cap %: -667.9582460550956
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 7 (Neutral)
UMBF — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 8895589357.16
Net income (USD): 188316000
P/E ratio: 18.26448456739959
P/B ratio: 1.1950092836679451
Pays dividend: no
Net asset value (USD): 5097202000
Net cash (USD): -54706721000
Net cash to market cap %: -614.9870323765218
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UMBF — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 8679049985.210001
Net income (USD): 215355000
P/E ratio: 12.356313635873109
P/B ratio: 1.1280916715378353
Pays dividend: no
Net asset value (USD): 5356482000
Net cash (USD): -55959347000
Net cash to market cap %: -644.7635063210895
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 6 (Neutral)
UMBF — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 10728196096
Net income (USD): 261438000
EPS growth %: 221.4414813175464
Revenue growth %: 34.31394455420704
Smoothed growth %: 221.4414813175464
P/E ratio: 9.84413309982487
P/B ratio: 1.09129063028132
PEG ratio: 0.04445478345454352
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 5525994000
Net cash (USD): -56931376000
Net cash to market cap %: -530.6705385561215
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 6 (Neutral)
UMBFO — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Pays dividend: no
Net cash (USD): 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UMBFO — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 431682000
Pays dividend: no
Net asset value (USD): 2335299000
Net cash (USD): -33206984000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
UMBFO — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 350024000
EPS growth %: -18.916239268720958
Revenue growth %: -2.466831833201416
Smoothed growth %: -18.916239268720958
Pays dividend: no
Net asset value (USD): 2791615000
Net cash (USD): -35058908000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
UMBFO — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 441243000
EPS growth %: 26.060784403355196
Revenue growth %: 10.630054581752333
EPS 2-year CAGR %: 1.1013475684622298
Smoothed growth %: 1.1013475684622298
Pays dividend: no
Net asset value (USD): 3178378000
Net cash (USD): -37838678000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
UMBFO — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Fast Grower (confidence: Medium)
Net income (USD): 702398000
EPS growth %: 59.186208053158914
Revenue growth %: 65.65526691640903
EPS 2-year CAGR %: 41.65852693493925
Smoothed growth %: 41.65852693493925
Pays dividend: no
Net asset value (USD): 5356482000
Net cash (USD): -55959347000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 6 (Neutral)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 25178247571.244442
Pays dividend: no
Net cash (USD): 6844444444.444445
Net cash to market cap %: 27.18395879251479
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Turnaround (confidence: High)
Market cap (USD): 16758793828.291668
Net income (USD): -523958333.3333334
P/B ratio: 1.5258385883118357
Pays dividend: no
Net asset value (USD): 8706250000
Net cash (USD): -22096875000
Net cash to market cap %: -131.85241865495564
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.2345680111464647 (Distress Zone)
Piotroski F-score: 1 (Weak)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 18922466171.304348
Net income (USD): 92391304.34782608
P/E ratio: 51.20196728705883
P/B ratio: 1.6272825647410727
Pays dividend: no
Net asset value (USD): 10707608695.652174
Net cash (USD): -18082608695.652172
Net cash to market cap %: -95.5615855351571
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.482890077412563 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 17977035213.035294
Net income (USD): 218823529.4117647
P/E ratio: 20.538279477258065
P/B ratio: 1.4152523785384832
Pays dividend: no
Net asset value (USD): 11689411764.705883
Net cash (USD): -16448235294.117647
Net cash to market cap %: -91.49581729800973
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.2406416472754906 (Distress Zone)
Piotroski F-score: 7 (Neutral)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 15850561164.941177
Net income (USD): 1009411764.7058824
P/E ratio: 19.89606196038462
P/B ratio: 1.1172549125300606
Pays dividend: no
Net asset value (USD): 11489411764.705883
Net cash (USD): -16504705882.35294
Net cash to market cap %: -104.12694989536789
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.234472619676051 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UN0.DE — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Utilities | Industry: Utilities - Regulated Gas
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 20225381811.49425
Net income (USD): 385057471.2643678
Revenue growth %: -10.483229639332007
Smoothed growth %: -10.483229639332007
P/E ratio: 11.223628691983123
P/B ratio: 1.2961715125667714
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 13235632183.908047
Net cash (USD): -24389655172.413795
Net cash to market cap %: -120.58934362639798
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.200517750763126 (Distress Zone)
Piotroski F-score: 4 (Weak)
UNB — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 109353032.39999999
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)
UNB — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 123425891
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)
UNB — 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): 135883831.4
Net income (USD): 2501000
P/E ratio: 13.582949960015993
P/B ratio: 1.9391476353569084
Pays dividend: no
Net asset value (USD): 70074000
Net cash (USD): -1433087000
Net cash to market cap %: -1054.6412956089196
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
UNB — 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): 116089548.32000001
Net income (USD): 2395000
P/E ratio: 23.711100555555557
P/B ratio: 1.6291440725251902
Pays dividend: no
Net asset value (USD): 71258000
Net cash (USD): -1372876000
Net cash to market cap %: -1182.6008627543947
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
UNB — 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): 109353032.39999999
Net income (USD): 3436000
P/E ratio: 13.124463802208352
P/B ratio: 1.4077554087977446
Pays dividend: no
Net asset value (USD): 77679000
Net cash (USD): -1452308000
Net cash to market cap %: -1328.091199782769
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 7 (Neutral)
UNB — 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): 106353898.60000001
Net income (USD): 2748000
P/E ratio: 9.598727310469314
P/B ratio: 1.3152193633755442
Pays dividend: no
Net asset value (USD): 80864000
Net cash (USD): -1515072000
Net cash to market cap %: -1424.5570871813813
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
UNB — 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): 113321112
Net income (USD): 3004000
EPS growth %: 20.111955217912836
Revenue growth %: 8.068282470408246
Smoothed growth %: 20.111955217912836
P/E ratio: 9.549800796812749
P/B ratio: 1.3727900011171104
PEG ratio: 0.47483204359500364
Dividend yield: 0.06
Pays dividend: yes
Net asset value (USD): 80565000
Net cash (USD): -1506798000
Net cash to market cap %: -1329.6710325256956
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
UNB — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: High)
Market cap (USD): 114428488
P/E ratio: 9.330769230769231
Dividend yield: 0.06
Pays dividend: yes
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)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Lynch category:  (confidence: Low)
Pays dividend: no
Net cash (USD): 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Lynch category:  (confidence: Low)
Pays dividend: no
Net cash (USD): 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 4527272727.272727
Pays dividend: no
Net asset value (USD): -24807692307.69231
Net cash (USD): -119111888111.88812
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 2607299270.0729923
Pays dividend: no
Net asset value (USD): -25885401459.85401
Net cash (USD): -125378832116.7883
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 6 (Neutral)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 1829496402.877698
Pays dividend: no
Net asset value (USD): -26861870503.597126
Net cash (USD): -128663309352.51799
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 6 (Neutral)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 287477882867.562
Net income (USD): 159124087.59124085
P/E ratio: 31.510667263847633
P/B ratio: 3.872688740472378
Pays dividend: no
Net asset value (USD): -26907299270.07299
Net cash (USD): -131213138686.13136
Net cash to market cap %: -45.642863853488116
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8445743636319762 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UNH.TO — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 360923136000
Net income (USD): 4662589928.057554
EPS growth %: 2.988934153881726
Revenue growth %: 4.892532791015656
Smoothed growth %: 2.988934153881726
P/E ratio: 25.097994128099746
P/B ratio: 3.066819190280956
PEG ratio: 8.396971239900017
Pays dividend: no
Net asset value (USD): -23542446043.16547
Net cash (USD): -126687769784.17268
Net cash to market cap %: -35.10103873866725
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.2630873241219818 (Grey Zone)
Piotroski F-score: 8 (Strong)
UNP — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 140724603966.24
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: 0 (Weak)
UNP — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 130946121269.15999
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)
UNP — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 136399734340.8
Net income (USD): 1626000000
P/E ratio: 20.971668871586715
P/B ratio: 8.504254276501028
Pays dividend: no
Net asset value (USD): 16039000000
Net cash (USD): -51042000000
Net cash to market cap %: -37.42089399710236
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.0912574437082014 (Safe Zone)
Piotroski F-score: 4 (Weak)
UNP — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 133649164785.06
Net income (USD): 1876000000
P/E ratio: 38.16366784267847
P/B ratio: 8.220516963037273
Pays dividend: no
Net asset value (USD): 16258000000
Net cash (USD): -51258000000
Net cash to market cap %: -38.35265269516289
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.0829614418478615 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UNP — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 138164138569.86
Net income (USD): 1788000000
P/E ratio: 26.11798460677883
P/B ratio: 7.984520259469487
Pays dividend: no
Net asset value (USD): 17304000000
Net cash (USD): -50535000000
Net cash to market cap %: -36.57606128702346
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.202112939155524 (Safe Zone)
Piotroski F-score: 8 (Strong)
UNP — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 136001703757.14
Net income (USD): 1848000000
P/E ratio: 19.05319469839451
P/B ratio: 7.3645802651833
Pays dividend: no
Net asset value (USD): 18467000000
Net cash (USD): -49715000000
Net cash to market cap %: -36.55468911534867
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.1824939417294678 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UNP — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 153540165632
Net income (USD): 1701000000
EPS growth %: 4.612546125461255
Revenue growth %: 3.1524805043968804
Smoothed growth %: 4.612546125461255
P/E ratio: 19.882207578253706
P/B ratio: 7.3799854888150165
PEG ratio: 4.310462602965403
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 19418000000
Net cash (USD): -49191000000
Net cash to market cap %: -32.03787087080482
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.4486794096419082 (Safe Zone)
Piotroski F-score: 8 (Strong)
UNP — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 182571286528
Net income (USD): 1993000000
EPS growth %: 6.2366737739872065
Revenue growth %: 11.537211569710758
Smoothed growth %: 6.2366737739872065
P/E ratio: 22.02429149797571
P/B ratio: 7.816404752866057
PEG ratio: 3.531416311983114
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 20673000000
Net cash (USD): -48424000000
Net cash to market cap %: -26.523338319453355
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.797964881728256 (Safe Zone)
Piotroski F-score: 8 (Strong)
UPB — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Pays dividend: no
Net cash (USD): 0
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Market cap (USD): 894664569.84
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 333050314.32
Net income (USD): -27270000
P/B ratio: 0.7474031424788493
Pays dividend: no
Net asset value (USD): 445610000
Net cash (USD): 420821000
Net cash to market cap %: 126.35358139781503
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 19.194122209761666 (Safe Zone)
Piotroski F-score: 1 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 597531446.28
Net income (USD): -39966000
P/B ratio: 1.4618756682805576
Pays dividend: no
Net asset value (USD): 408743000
Net cash (USD): 381803000
Net cash to market cap %: 63.8967208130983
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 30.397333502292067 (Safe Zone)
Piotroski F-score: 4 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 1023639936.66
Net income (USD): -33748000
P/B ratio: 2.703864760951334
Pays dividend: no
Net asset value (USD): 378584000
Net cash (USD): 359816000
Net cash to market cap %: 35.15064107151108
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 48.49746339064917 (Safe Zone)
Piotroski F-score: 4 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 1477502619.8999999
Net income (USD): -42459000
P/B ratio: 4.348524800233098
Pays dividend: no
Net asset value (USD): 339771000
Net cash (USD): 327508000
Net cash to market cap %: 22.166322792860182
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 62.713292362674245 (Safe Zone)
Piotroski F-score: 4 (Weak)
UPB — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 348832128
Net income (USD): -40591000
Revenue growth %: 82.68551236749117
Smoothed growth %: 82.68551236749117
P/B ratio: 1.6111445056662115
Pays dividend: no
Net asset value (USD): 303995000
Net cash (USD): 280520000
Net cash to market cap %: 80.41690471813422
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 13.929815047162162 (Safe Zone)
Piotroski F-score: 3 (Weak)
URBN — Peter Lynch category analysis (annual, as of 2022-01-31)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category:  (confidence: Medium)
Market cap (USD): 2459439583.7599998
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)
URBN — Peter Lynch category analysis (annual, as of 2023-01-31)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2345544923.37
Net income (USD): 159699000
P/E ratio: 14.68728622827945
P/B ratio: 1.3083991555506467
Pays dividend: no
Net asset value (USD): 1792683000
Net cash (USD): -1507591000
Net cash to market cap %: -64.27465894935595
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.0569363469040276 (Safe Zone)
Piotroski F-score: 3 (Weak)
URBN — Peter Lynch category analysis (annual, as of 2024-01-31)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 3254133154
Net income (USD): 287674000
EPS growth %: 80.13512921182976
Revenue growth %: 7.465584650124164
Smoothed growth %: 80.13512921182976
P/E ratio: 11.311877868698597
P/B ratio: 1.540388893938103
PEG ratio: 0.14116003780060926
Pays dividend: no
Net asset value (USD): 2112540000
Net cash (USD): -1533604000
Net cash to market cap %: -47.12788098774891
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.3362642311706594 (Safe Zone)
Piotroski F-score: 7 (Neutral)
URBN — Peter Lynch category analysis (annual, as of 2025-01-31)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 4745896299.860001
Net income (USD): 402462000
EPS growth %: 39.902111417785406
Revenue growth %: 7.712220493643122
EPS 2-year CAGR %: 58.74912572121642
Smoothed growth %: 58.74912572121642
P/E ratio: 11.792160004820332
P/B ratio: 1.9202462548553434
PEG ratio: 0.20072060409507947
Pays dividend: no
Net asset value (USD): 2471504000
Net cash (USD): -1437546000
Net cash to market cap %: -30.290295218679898
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.8506373074544635 (Safe Zone)
Piotroski F-score: 8 (Strong)
URBN — Peter Lynch category analysis (annual, as of 2026-01-31)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 6067245630.549999
Net income (USD): 464919000
EPS growth %: 15.518732203288756
Revenue growth %: 11.074526912626341
EPS 2-year CAGR %: 27.12715895333231
Smoothed growth %: 27.12715895333231
P/E ratio: 13.050113311243463
P/B ratio: 2.155107323178773
PEG ratio: 0.48107187832290055
Pays dividend: no
Net asset value (USD): 2815287000
Net cash (USD): -1496396000
Net cash to market cap %: -24.66351440372377
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 4.214608052045865 (Safe Zone)
Piotroski F-score: 8 (Strong)
URC.TO — Peter Lynch category analysis (annual, as of 2022-04-30)
Sector: Energy | Industry: Uranium
Lynch category: Cyclical (confidence: High)
Market cap (USD): 486732933.3984375
Net income (USD): -3325781.25
P/B ratio: 3.784215813977502
Pays dividend: no
Net asset value (USD): 128621875
Net cash (USD): 33308593.75
Net cash to market cap %: 6.843299777854507
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 28.316283743119673 (Safe Zone)
Piotroski F-score: 0 (Weak)