speb/financial-data huggingface dataset:
URZ.V — Peter Lynch category analysis (quarterly, as of 2025-10-31)
Sector: Energy | Industry: Uranium
Lynch category: Cyclical (confidence: High)
Market cap (USD): 13081948.75
Net income (USD): -195957.14285714287
P/B ratio: 8.488157766675318
Pays dividend: no
Net asset value (USD): 1541200
Net cash (USD): 1354747.8571428573
Net cash to market cap %: 10.355856631397193
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 12.100763071189895 (Safe Zone)
Piotroski F-score: 3 (Weak)
URZ.V — Peter Lynch category analysis (quarterly, as of 2026-01-31)
Sector: Energy | Industry: Uranium
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5814199.259259259
Net income (USD): -224373.3333333333
P/B ratio: 9.176545804715916
Pays dividend: no
Net asset value (USD): 1436145.1851851852
Net cash (USD): 1343269.6296296294
Net cash to market cap %: 23.10326099489003
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -9.350915790960851 (Distress Zone)
Piotroski F-score: 3 (Weak)
USAU — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 101482152.45
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)
USAU — Peter Lynch category analysis (quarterly, as of 2025-01-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 121943594.57
Net income (USD): -6362017
P/B ratio: 6.981285540588847
Pays dividend: no
Net asset value (USD): 17467212
Net cash (USD): 589124
Net cash to market cap %: 0.4831118863416985
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.7298211943061963 (Safe Zone)
Piotroski F-score: 2 (Weak)
USAU — Peter Lynch category analysis (quarterly, as of 2025-04-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 181017758.11
Net income (USD): -7769273
P/B ratio: 15.623421519039674
Pays dividend: no
Net asset value (USD): 11586307
Net cash (USD): -5111193
Net cash to market cap %: -2.8235865107190503
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.8844013759048774 (Grey Zone)
Piotroski F-score: 3 (Weak)
USAU — Peter Lynch category analysis (quarterly, as of 2025-07-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 168641885.86
Net income (USD): -2077499
P/B ratio: 6.357260546680597
Pays dividend: no
Net asset value (USD): 26527446
Net cash (USD): 9543260
Net cash to market cap %: 5.658890702824829
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 51.348005931180346 (Safe Zone)
Piotroski F-score: 3 (Weak)
USAU — Peter Lynch category analysis (quarterly, as of 2025-10-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 252797817.16
Net income (USD): -4482551
P/B ratio: 10.284126974428062
Pays dividend: no
Net asset value (USD): 24581359
Net cash (USD): 6346260
Net cash to market cap %: 2.510409334738577
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 55.540573680375225 (Safe Zone)
Piotroski F-score: 3 (Weak)
USAU — Peter Lynch category analysis (quarterly, as of 2026-01-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 220125520
Net income (USD): -5283839
P/B ratio: 5.441109280907234
Pays dividend: no
Net asset value (USD): 52586734
Net cash (USD): 33887512
Net cash to market cap %: 15.394631208594078
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 57.792183112904034 (Safe Zone)
Piotroski F-score: 5 (Neutral)
USCU.V — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3480584.3111111107
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)
USCU.V — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5476443.846153847
Net income (USD): -144325.87412587414
Pays dividend: no
Net asset value (USD): -43697.2027972028
Net cash (USD): -62169.93006993007
Net cash to market cap %: -1.1352244598215417
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -263.4649950288356 (Distress Zone)
Piotroski F-score: 2 (Weak)
USCU.V — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5476443.846153847
Net income (USD): -188467.13286713287
P/B ratio: 20.95671465653349
Pays dividend: no
Net asset value (USD): 261321.67832167834
Net cash (USD): 215062.9370629371
Net cash to market cap %: 3.9270545467927622
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 33.83005736222023 (Safe Zone)
Piotroski F-score: 3 (Weak)
USCU.V — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 12575833.824817518
Net income (USD): -134848.90510948905
P/B ratio: 89.29339321160734
Pays dividend: no
Net asset value (USD): 140837.22627737225
Net cash (USD): 110435.76642335765
Net cash to market cap %: 0.8781586013439561
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 23.416669882370385 (Safe Zone)
Piotroski F-score: 2 (Weak)
USCU.V — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 12394886.57553957
Net income (USD): -286980.5755395684
P/B ratio: 14.884919423606425
Pays dividend: no
Net asset value (USD): 832714.3884892086
Net cash (USD): 804533.09352518
Net cash to market cap %: 6.4908467586373
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 165.10987393926723 (Safe Zone)
Piotroski F-score: 3 (Weak)
USCU.V — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Copper
Lynch category: Cyclical (confidence: High)
Market cap (USD): 15433978.10218978
Net income (USD): -204997.8102189781
P/B ratio: 16.01795474794094
Pays dividend: no
Net asset value (USD): 1213349.6350364962
Net cash (USD): 1191883.9416058394
Net cash to market cap %: 7.722467491623138
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 238.60888559075642 (Safe Zone)
Piotroski F-score: 4 (Weak)
USEG — 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)
USEG — 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)
USEG — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Lynch category: Turnaround (confidence: Medium)
Net income (USD): -3111000
Pays dividend: no
Net asset value (USD): 33558000
Net cash (USD): -11710000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
USEG — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Lynch category: Speculative (confidence: Low)
Net income (USD): -6058000
Pays dividend: no
Net asset value (USD): 27960000
Net cash (USD): -16095000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
USEG — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Lynch category: Speculative (confidence: Low)
Net income (USD): -3341000
Pays dividend: no
Net asset value (USD): 25039000
Net cash (USD): -19733000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 5 (Neutral)
USEG — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Lynch category: Speculative (confidence: Low)
Net income (USD): -1864000
Pays dividend: no
Net asset value (USD): 24195000
Net cash (USD): -15860000
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 3 (Weak)
USEG — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Lynch category: Turnaround (confidence: High)
Market cap (USD): 51556552
Net income (USD): -3185000
Revenue growth %: -26.858185134518926
Smoothed growth %: -26.858185134518926
Pays dividend: no
Net asset value (USD): 38475000
Net cash (USD): -6097000
Net cash to market cap %: -11.825849021090471
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -3.6347238009495264 (Distress Zone)
Piotroski F-score: 5 (Neutral)
USFD — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category:  (confidence: Medium)
Market cap (USD): 13543631844
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)
USFD — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category:  (confidence: Medium)
Market cap (USD): 14856152913.759998
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)
USFD — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 14415709601.759998
Net income (USD): 115000000
P/E ratio: 31.338499134260868
P/B ratio: 3.122987348734835
Pays dividend: no
Net asset value (USD): -1980000000
Net cash (USD): -8934000000
Net cash to market cap %: -61.97405640655565
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.9675580611589272 (Grey Zone)
Piotroski F-score: 4 (Weak)
USFD — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 16959269728.560001
Net income (USD): 224000000
P/E ratio: 50.0273443320354
P/B ratio: 3.6660764653177695
Pays dividend: no
Net asset value (USD): -1955000000
Net cash (USD): -9103000000
Net cash to market cap %: -53.67566024774186
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.220623616058118 (Grey Zone)
Piotroski F-score: 8 (Strong)
USFD — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 16873383282.720001
Net income (USD): 153000000
P/E ratio: 34.29549447707317
P/B ratio: 3.773961816756878
Pays dividend: no
Net asset value (USD): -2083000000
Net cash (USD): -9517000000
Net cash to market cap %: -56.402440699289635
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.1489237046308576 (Grey Zone)
Piotroski F-score: 4 (Weak)
USFD — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 16587095129.919998
Net income (USD): 184000000
P/E ratio: 24.537122973254437
P/B ratio: 3.851194597148827
Pays dividend: no
Net asset value (USD): -2268000000
Net cash (USD): -9595000000
Net cash to market cap %: -57.84617454018471
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.1330427030229306 (Grey Zone)
Piotroski F-score: 7 (Neutral)
USFD — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 21398939648
Net income (USD): 116000000
EPS growth %: 0.8695652173913043
Revenue growth %: 2.7697572452144157
Smoothed growth %: 0.8695652173913043
P/E ratio: 31.04713804713804
P/B ratio: 4.686507939016847
PEG ratio: 35.70420875420875
Pays dividend: no
Net asset value (USD): -2228000000
Net cash (USD): -9782000000
Net cash to market cap %: -45.71254539200614
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.358775492382714 (Grey Zone)
Piotroski F-score: 5 (Neutral)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1289519867.4725275
Net income (USD): 11057095.07883421
P/E ratio: 29.155936940909584
P/B ratio: 4.184879941110116
Pays dividend: no
Net asset value (USD): 300007166.7462972
Net cash (USD): -93809125.65695174
Net cash to market cap %: -7.274732869437569
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 6.738120811146126 (Safe Zone)
Piotroski F-score: 1 (Weak)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1324579420.9907913
Net income (USD): 10790301.899988342
P/E ratio: 30.689118647185918
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1188862664.343564
Net income (USD): 11806172.550853401
P/E ratio: 25.17459954152601
P/B ratio: 3.695713294931097
Pays dividend: no
Net asset value (USD): 314229600.18704695
Net cash (USD): -84641103.57727379
Net cash to market cap %: -7.1195022028897474
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 7.544209526630591 (Safe Zone)
Piotroski F-score: 2 (Weak)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1295428713.236602
Net income (USD): 11810203.604025276
P/E ratio: 28.493647226044487
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1576395362.0969563
Net income (USD): 12138669.673055243
EPS growth %: 9.78172464385707
Revenue growth %: 0.5836874038532003
Smoothed growth %: 9.78172464385707
P/E ratio: 33.86794683137122
P/B ratio: 4.716196606797738
PEG ratio: 3.462369680651389
Pays dividend: no
Net asset value (USD): 327087936.8658399
Net cash (USD): -56670800.45095829
Net cash to market cap %: -3.5949611254611615
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 10.217986894929375 (Safe Zone)
Piotroski F-score: 3 (Weak)
USHAMART.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1599101666.8079696
Net income (USD): 15687791.437049598
EPS growth %: 45.3878824008302
Revenue growth %: 3.46076578019031
Smoothed growth %: 45.3878824008302
P/E ratio: 0.2563681400646982
P/B ratio: 3.5925678747888807
PEG ratio: 0.005648382927422252
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 343183552.3526918
Net cash (USD): -36933022.4671471
Net cash to market cap %: -2.309610654141245
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 10.776898571463247 (Safe Zone)
Piotroski F-score: 6 (Neutral)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 606912821.8342543
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 453902459.3021002
Net income (USD): -18961003.236245956
P/B ratio: 0.10512479378738722
Pays dividend: no
Net asset value (USD): 3545140291.262136
Net cash (USD): -1170569741.1003237
Net cash to market cap %: -257.89015175201706
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.6890567811456187 (Distress Zone)
Piotroski F-score: 3 (Weak)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 520795718.0416666
Net income (USD): 58506770.833333336
P/E ratio: 2.225365161261606
P/B ratio: 0.11001398070332762
Pays dividend: no
Net asset value (USD): 3897783680.555556
Net cash (USD): -1201496006.9444444
Net cash to market cap %: -230.7038950823935
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.7462672686579657 (Distress Zone)
Piotroski F-score: 6 (Neutral)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 397061894.2116788
Net income (USD): 23288868.613138683
P/E ratio: 6.31915641053809
P/B ratio: 0.08014619034099364
Pays dividend: no
Net asset value (USD): 4063596897.810219
Net cash (USD): -1234086678.8321166
Net cash to market cap %: -310.8046117803007
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.6824425126468969 (Distress Zone)
Piotroski F-score: 5 (Neutral)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 564161341.2118492
Net income (USD): 23482116.788321167
P/E ratio: 6.535942579088261
P/B ratio: 0.1304398317482401
Pays dividend: no
Net asset value (USD): 3430705291.970803
Net cash (USD): -919669708.0291972
Net cash to market cap %: -163.01537181787336
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.9720389200053339 (Distress Zone)
Piotroski F-score: 8 (Strong)
USIM5.SA — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1977464894.296578
Net income (USD): 170370722.4334601
Revenue growth %: 6.444306770987563
Smoothed growth %: 6.444306770987563
P/E ratio: 2.4550486633133706
P/B ratio: 0.15207095984463448
Pays dividend: no
Net asset value (USD): 3541371102.6615973
Net cash (USD): -885125285.1711025
Net cash to market cap %: -44.76060676090832
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.2195742521586856 (Distress Zone)
Piotroski F-score: 7 (Neutral)
UTG — Peter Lynch category analysis (annual, as of 2021-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Medium)
Market cap (USD): 2277475216.5
Pays dividend: no
Net cash (USD): 1362353
Net cash to market cap %: 0.059818565318732635
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UTG — Peter Lynch category analysis (annual, as of 2022-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 1975762321.5
Net income (USD): -222018993
P/B ratio: 0.9904973892381215
Pays dividend: no
Net asset value (USD): 1994717344
Net cash (USD): -502438427
Net cash to market cap %: -25.43010470098187
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UTG — Peter Lynch category analysis (annual, as of 2023-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Speculative (confidence: Low)
Market cap (USD): 1894391268
Net income (USD): -74371377
P/B ratio: 1.0003287994112149
Pays dividend: no
Net asset value (USD): 1893768598
Net cash (USD): -530552138
Net cash to market cap %: -28.006470836414348
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 5 (Neutral)
UTG — Peter Lynch category analysis (annual, as of 2024-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 2702616114
Net income (USD): 865292139
P/E ratio: 3.1233568319751024
P/B ratio: 0.9447259653863083
Pays dividend: no
Net asset value (USD): 2860740800
Net cash (USD): -653339448
Net cash to market cap %: -24.17433406896352
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UTG — Peter Lynch category analysis (annual, as of 2025-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 3660783360
Net income (USD): 769146253
EPS growth %: -11.111378650811943
Revenue growth %: -10.924660980559905
Smoothed growth %: -11.111378650811943
P/E ratio: 2.6727009413468497
P/B ratio: 0.9578048972108133
Dividend yield: 0.06
Pays dividend: yes
Net asset value (USD): 3523278098
Net cash (USD): -874872276
Net cash to market cap %: -23.898499036009603
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
UTMD — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category:  (confidence: Low)
Market cap (USD): 205624334.5
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)
UTMD — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category:  (confidence: Low)
Market cap (USD): 189799730.25
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UTMD — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 173975126
Net income (USD): 3041000
P/E ratio: 14.302460210457086
P/B ratio: 1.4863698001657455
Pays dividend: no
Net asset value (USD): 100872000
Net cash (USD): 77853000
Net cash to market cap %: 44.74950056940899
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 21.615662818063804 (Safe Zone)
Piotroski F-score: 4 (Weak)
UTMD — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 177700435.25
Net income (USD): 3048000
P/E ratio: 29.183845500082118
P/B ratio: 1.5119195055856653
Pays dividend: no
Net asset value (USD): 101363000
Net cash (USD): 78910000
Net cash to market cap %: 44.40619399101894
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 35.17059248354663 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UTMD — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 197536911
Net income (USD): 2631000
P/E ratio: 22.653315481651376
P/B ratio: 1.6704741653418123
Pays dividend: no
Net asset value (USD): 102809000
Net cash (USD): 80544000
Net cash to market cap %: 40.77415182421274
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 34.374939888872355 (Safe Zone)
Piotroski F-score: 6 (Neutral)
UTMD — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 176490505.75
Net income (USD): 2566000
P/E ratio: 15.638003344852029
P/B ratio: 1.4797808779387598
Pays dividend: no
Net asset value (USD): 104376000
Net cash (USD): 82482000
Net cash to market cap %: 46.73452526496599
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 34.88506898857646 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UTMD — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 207630272
Net income (USD): 2604000
EPS growth %: -14.370272936534034
Revenue growth %: -10.175077239958807
Smoothed growth %: -14.370272936534034
P/E ratio: 18.257396449704142
P/B ratio: 1.6323110892808188
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 106090000
Net cash (USD): 83397000
Net cash to market cap %: 40.16610834088779
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 33.62526045053579 (Safe Zone)
Piotroski F-score: 6 (Neutral)
UTMD — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Healthcare | Industry: Medical Instruments & Supplies
Lynch category:  (confidence: High)
Market cap (USD): 213775440
P/E ratio: 21.03048780487805
Dividend yield: 0.02
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)
VAL — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3860786735
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)
VAL — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3063698747.2000003
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)
VAL — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2718824882.7999997
Net income (USD): -37900000
P/B ratio: 1.2294030670585574
Pays dividend: no
Net asset value (USD): 2207000000
Net cash (USD): -1733900000
Net cash to market cap %: -63.773875653746835
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.558082625772972 (Distress Zone)
Piotroski F-score: 3 (Weak)
VAL — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2916192455.8
Net income (USD): 115100000
P/E ratio: 37.7745136761658
P/B ratio: 1.249814621266018
Pays dividend: no
Net asset value (USD): 2329700000
Net cash (USD): -1666600000
Net cash to market cap %: -57.14986322954467
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6690966810434746 (Distress Zone)
Piotroski F-score: 8 (Strong)
VAL — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3377409310.6000004
Net income (USD): 188100000
P/E ratio: 12.730528875235583
P/B ratio: 1.378196894882886
Pays dividend: no
Net asset value (USD): 2447800000
Net cash (USD): -1524700000
Net cash to market cap %: -45.14406930823364
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8087870315493537 (Distress Zone)
Piotroski F-score: 7 (Neutral)
VAL — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3490289712
Net income (USD): 717500000
P/E ratio: 3.5513733333333333
P/B ratio: 1.1004476186272345
Pays dividend: no
Net asset value (USD): 3169600000
Net cash (USD): -1533700000
Net cash to market cap %: -43.94191103182554
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8674284831610026 (Grey Zone)
Piotroski F-score: 5 (Neutral)
VAL — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Energy | Industry: Oil & Gas Drilling
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5507593728
Net income (USD): -16400000
Revenue growth %: -25.020138553246333
Smoothed growth %: -25.020138553246333
P/E ratio: 6.928621908127209
P/B ratio: 2.1474031410949808
Pays dividend: no
Net asset value (USD): 3161200000
Net cash (USD): -1623700000
Net cash to market cap %: -29.481114261302316
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.3169156981073344 (Grey Zone)
Piotroski F-score: 4 (Weak)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4284360393.1555552
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)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3114686190.666667
Net income (USD): 24791666.666666668
P/E ratio: 31.40860024201681
P/B ratio: 0.40046859211678826
Pays dividend: no
Net asset value (USD): 6036666666.666667
Net cash (USD): -7659479166.666667
Net cash to market cap %: -245.9149557223045
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.2032513709419457 (Distress Zone)
Piotroski F-score: 4 (Weak)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4004862758.5217385
Net income (USD): -30543478.260869563
P/B ratio: 0.4935863112837755
Pays dividend: no
Net asset value (USD): 6429565217.391304
Net cash (USD): -7808043478.260868
Net cash to market cap %: -194.96407115690891
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.30424977828337 (Distress Zone)
Piotroski F-score: 6 (Neutral)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4621098367.717648
Net income (USD): 125058823.52941176
P/E ratio: 38.73283131277473
P/B ratio: 0.5224844519088031
Pays dividend: no
Net asset value (USD): 7035764705.882353
Net cash (USD): -7951882352.941176
Net cash to market cap %: -172.0777555503238
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.2982603225119926 (Distress Zone)
Piotroski F-score: 5 (Neutral)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6004805692.141176
Net income (USD): 110941176.47058824
P/E ratio: 26.079708742629087
P/B ratio: 0.6777703053261982
Pays dividend: no
Net asset value (USD): 7059411764.705882
Net cash (USD): -8014823529.411766
Net cash to market cap %: -133.47348674248047
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.3807299981894872 (Distress Zone)
Piotroski F-score: 5 (Neutral)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7479280989.741177
Net income (USD): 70470588.23529412
EPS growth %: 184.2511122095897
Revenue growth %: 8.318746183594538
Smoothed growth %: 184.2511122095897
P/E ratio: 27.106002706419186
P/B ratio: 0.8350152809194193
PEG ratio: 0.14711445907357948
Pays dividend: no
Net asset value (USD): 7157294117.647059
Net cash (USD): -7913529411.764707
Net cash to market cap %: -105.80601828730809
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.487577533134703 (Distress Zone)
Piotroski F-score: 6 (Neutral)
VAS.DE — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Steel
Lynch category: Cyclical (confidence: High)
Market cap (USD): 8805073508.045977
Net income (USD): 195402298.8505747
Revenue growth %: 3.686190985762414
Smoothed growth %: 3.686190985762414
P/E ratio: 17.49576031656303
P/B ratio: 0.8163059095761865
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 7201954022.988505
Net cash (USD): -8042068965.517241
Net cash to market cap %: -91.33448980486635
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6188407116055097 (Distress Zone)
Piotroski F-score: 8 (Strong)
VAU.AX — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3279506237.908497
P/E ratio: 21.977124183006534
Dividend yield: 0.01
Pays dividend: yes
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)
VC — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2511640435.89
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)
VC — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2339730940.65
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)
VC — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2046897530.2800002
Net income (USD): 69000000
P/E ratio: 7.416295399565218
P/B ratio: 1.4652093989119543
Pays dividend: no
Net asset value (USD): 1160000000
Net cash (USD): -945000000
Net cash to market cap %: -46.16743075901465
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.708360681295774 (Grey Zone)
Piotroski F-score: 4 (Weak)
VC — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2460654855.78
Net income (USD): 69000000
P/E ratio: 17.83083228826087
P/B ratio: 1.6426267395060081
Pays dividend: no
Net asset value (USD): 1198000000
Net cash (USD): -1026000000
Net cash to market cap %: -41.69621747600882
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.74732565989018 (Grey Zone)
Piotroski F-score: 6 (Neutral)
VC — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3168313352.49
Net income (USD): 59000000
P/E ratio: 16.082808895888324
P/B ratio: 2.0283696238732394
Pays dividend: no
Net asset value (USD): 1259000000
Net cash (USD): -930000000
Net cash to market cap %: -29.353157233299115
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.9663549552762625 (Grey Zone)
Piotroski F-score: 6 (Neutral)
VC — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2520716403.03
Net income (USD): 18000000
P/E ratio: 11.72426233967442
P/B ratio: 1.5267815887522715
Pays dividend: no
Net asset value (USD): 1346000000
Net cash (USD): -964000000
Net cash to market cap %: -38.24309624205381
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.672426289024607 (Grey Zone)
Piotroski F-score: 5 (Neutral)
VC — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Consumer Cyclical | Industry: Auto Parts
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2769504512
Net income (USD): 33000000
EPS growth %: -52.17391304347826
Revenue growth %: 2.141327623126338
Smoothed growth %: -52.17391304347826
P/E ratio: 15.187290969899664
P/B ratio: 1.4764622333861144
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 1340000000
Net cash (USD): -1101000000
Net cash to market cap %: -39.75440354870236
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.707162166482803 (Grey Zone)
Piotroski F-score: 4 (Weak)
VCEL — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Medium)
Market cap (USD): 2157632633
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
VCEL — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Medium)
Market cap (USD): 2804156399.48
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
VCEL — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 2278664333.3599997
Net income (USD): -11246000
P/B ratio: 7.711555274377553
Pays dividend: no
Net asset value (USD): 289393000
Net cash (USD): -16198000
Net cash to market cap %: -0.710855028661254
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 9.729461992953427 (Safe Zone)
Piotroski F-score: 3 (Weak)
VCEL — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 2172953101.3999996
Net income (USD): -553000
P/B ratio: 7.082429463933587
Pays dividend: no
Net asset value (USD): 300871000
Net cash (USD): -11918000
Net cash to market cap %: -0.5484701898223859
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 9.40220141034693 (Safe Zone)
Piotroski F-score: 7 (Neutral)
VCEL — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1607117135.1599998
Net income (USD): 5074000
P/E ratio: 79.18393452700039
P/B ratio: 4.993248995395485
Pays dividend: no
Net asset value (USD): 316077000
Net cash (USD): 3964000
Net cash to market cap %: 0.2466528365155758
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 6.744508917846355 (Safe Zone)
Piotroski F-score: 7 (Neutral)
VCEL — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1838966890.28
Net income (USD): 23243000
P/E ratio: 111.33108671025548
P/B ratio: 5.185446904692082
Pays dividend: no
Net asset value (USD): 349015000
Net cash (USD): 4170000
Net cash to market cap %: 0.22675775306455237
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 8.025639534824192 (Safe Zone)
Piotroski F-score: 8 (Strong)
VCEL — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 2300623616
Net income (USD): -6302000
Revenue growth %: 30.09049773755656
Smoothed growth %: 30.09049773755656
P/E ratio: 74.81395348837209
P/B ratio: 4.611796544264817
Pays dividend: no
Net asset value (USD): 350762000
Net cash (USD): 15944000
Net cash to market cap %: 0.6930294850976615
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 10.13751485042249 (Safe Zone)
Piotroski F-score: 5 (Neutral)
VCG.V — 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): 17983988.451851852
Pays dividend: no
Net cash (USD): 1038528.1481481481
Net cash to market cap %: 5.7747376280216
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
VCG.V — 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): 14835050.559440559
Net income (USD): -137669.23076923078
P/B ratio: 0.530501173427621
Pays dividend: no
Net asset value (USD): 27964218.181818184
Net cash (USD): -2099081.118881119
Net cash to market cap %: -14.149470609962497
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.1830633331304616 (Grey Zone)
Piotroski F-score: 3 (Weak)
VCG.V — 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): 15164718.349650351
Net income (USD): -197560.83916083918
P/B ratio: 0.5430613150211553
Pays dividend: no
Net asset value (USD): 27924504.895104896
Net cash (USD): -2417064.335664336
Net cash to market cap %: -15.938735424783316
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.8860969071817122 (Grey Zone)
Piotroski F-score: 4 (Weak)
VCG.V — 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): 12387808.642335765
Net income (USD): -152417.51824817518
P/B ratio: 0.4265727577938711
Pays dividend: no
Net asset value (USD): 29040318.24817518
Net cash (USD): -2647353.284671533
Net cash to market cap %: -21.37063431561343
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.9947031630420948 (Distress Zone)
Piotroski F-score: 2 (Weak)
VCG.V — 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): 11700834.84172662
Net income (USD): -165253.23741007195
P/B ratio: 0.4093863642358928
Pays dividend: no
Net asset value (USD): 28581398.56115108
Net cash (USD): -2768151.079136691
Net cash to market cap %: -23.65772285978367
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.742275970907897 (Distress Zone)
Piotroski F-score: 3 (Weak)
VCG.V — 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): 11355491.255474452
Net income (USD): -85713.86861313868
P/B ratio: 0.37124562447099013
Pays dividend: no
Net asset value (USD): 30587542.33576642
Net cash (USD): -1458303.6496350365
Net cash to market cap %: -12.842277069536662
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.5172315477144351 (Distress Zone)
Piotroski F-score: 4 (Weak)
VCG.V — 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): 20858011.51079137
Net income (USD): -119117.9856115108
P/B ratio: 0.4123791258752262
Pays dividend: no
Net asset value (USD): 30430059.712230217
Net cash (USD): -2154552.5179856117
Net cash to market cap %: -10.3296161135538
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.6104940644819363 (Grey Zone)
Piotroski F-score: 3 (Weak)
VCIG — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Industrials | Industry: Consulting Services
Lynch category:  (confidence: Medium)
Market cap (USD): 588292087680
P/B ratio: 30395.3604388119
Pays dividend: no
Net asset value (USD): 17720726.00896861
Net cash (USD): 641922.6457399104
Net cash to market cap %: 0.00010911631469860642
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
VCIG — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Industrials | Industry: Consulting Services
Lynch category:  (confidence: Medium)
Market cap (USD): 35932613310
P/B ratio: 930.1197372109016
Pays dividend: no
Net asset value (USD): 35814527.4680851
Net cash (USD): -5429593.293144207
Net cash to market cap %: -0.015110488197175347
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
VCIG — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Industrials | Industry: Consulting Services
Lynch category: Asset Play (confidence: Low)
Market cap (USD): 4780802
P/B ratio: 12.405510493644536
Pays dividend: no
Net asset value (USD): 22756036.543209877
Net cash (USD): -4877088.148148148
Net cash to market cap %: -102.01401664716816
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
VCV.V — Peter Lynch category analysis (quarterly, as of 2024-11-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1181468.4000000001
Net income (USD): -55327.14285714286
P/B ratio: 1.1186339329613246
Pays dividend: no
Net asset value (USD): 1056170.7142857143
Net cash (USD): -978834.2857142858
Net cash to market cap %: -82.84896030349061
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -6.127628215988089 (Distress Zone)
Piotroski F-score: 1 (Weak)
VCV.V — Peter Lynch category analysis (quarterly, as of 2025-02-28)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1148649.8333333335
Net income (USD): -1674385.4166666667
Pays dividend: no
Net asset value (USD): -816725
Net cash (USD): -1046100.6944444445
Net cash to market cap %: -91.07220182226504
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -70.38782525120197 (Distress Zone)
Piotroski F-score: 2 (Weak)
VCV.V — Peter Lynch category analysis (quarterly, as of 2025-05-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 898943.3478260869
Net income (USD): -21234.057971014496
Pays dividend: no
Net asset value (USD): -873468.8405797102
Net cash (USD): -1115563.7681159421
Net cash to market cap %: -124.09722712935225
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -66.2048716576215 (Distress Zone)
Piotroski F-score: 4 (Weak)
VCV.V — Peter Lynch category analysis (quarterly, as of 2025-08-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 905504.9781021897
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)