speb/financial-data huggingface dataset:
NVMI — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Semiconductor Equipment & Materials
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 10444825210.789999
Net income (USD): 20342138.364779875
P/E ratio: 136.3369488994085
P/B ratio: 25.195975393334336
Pays dividend: no
Net asset value (USD): 371579245.2830188
Net cash (USD): 1953459.119496882
Net cash to market cap %: 0.018702650164780798
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 20.52935741301013 (Safe Zone)
Piotroski F-score: 7 (Neutral)
NVMI — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Semiconductor Equipment & Materials
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 13930462208
Net income (USD): 21917405.06329114
EPS growth %: 24.763162278117818
Revenue growth %: 28.78672978021402
Smoothed growth %: 24.763162278117818
P/E ratio: 54.48933500627352
P/B ratio: 31.456344711673946
PEG ratio: 2.2004190900296887
Pays dividend: no
Net asset value (USD): 397387341.7721519
Net cash (USD): 22290822.784810126
Net cash to market cap %: 0.16001495465103038
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 26.155564162967526 (Safe Zone)
Piotroski F-score: 7 (Neutral)
NVT.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): 1048118.2962962962
Net income (USD): -10447.407407407407
Pays dividend: no
Net asset value (USD): -41398.51851851852
Net cash (USD): -68986.66666666663
Net cash to market cap %: -6.581954242230359
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -83.2061020570872 (Distress Zone)
Piotroski F-score: 2 (Weak)
NVT.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): 989482.3076923079
Net income (USD): 127669.93006993008
P/E ratio: 1.937579011655931
P/B ratio: 12.406159417113106
Pays dividend: no
Net asset value (USD): 79757.34265734266
Net cash (USD): 9887.412587412575
Net cash to market cap %: 0.9992510740765252
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -72.20450238059888 (Distress Zone)
Piotroski F-score: 5 (Neutral)
NVT.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): 989482.3076923079
Net income (USD): -32796.5034965035
P/B ratio: 18.799204166500594
Pays dividend: no
Net asset value (USD): 52634.26573426573
Net cash (USD): -44737.06293706296
Net cash to market cap %: -4.521259510076508
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -95.5195536349105 (Distress Zone)
Piotroski F-score: 1 (Weak)
NVT.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): 1032817.299270073
Net income (USD): -91697.81021897809
Pays dividend: no
Net asset value (USD): -37437.95620437956
Net cash (USD): -88162.04379562044
Net cash to market cap %: -8.536073500891934
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -124.47692345167114 (Distress Zone)
Piotroski F-score: 2 (Weak)
NVT.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): 1549225.9489051094
Net income (USD): -156933.57664233574
Pays dividend: no
Net asset value (USD): -15755.474452554743
Net cash (USD): -64027.73722627736
Net cash to market cap %: -4.132885669229071
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -99.07561058458181 (Distress Zone)
Piotroski F-score: 4 (Weak)
NVT.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): 2035912.949640288
Net income (USD): -24249.640287769787
EPS growth %: -118.99401078585011
Smoothed growth %: -118.99401078585011
P/B ratio: 8.103994184267414
Pays dividend: no
Net asset value (USD): 439641.00719424465
Net cash (USD): 387550.3597122302
Net cash to market cap %: 19.0357038487674
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -34.689100930794005 (Distress Zone)
Piotroski F-score: 5 (Neutral)
NWC.TO — Peter Lynch category analysis (annual, as of 2022-01-31)
Sector: Consumer Defensive | Industry: Grocery Stores
Lynch category:  (confidence: Low)
Market cap (USD): 1095718270.8984375
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)
NWC.TO — Peter Lynch category analysis (annual, as of 2023-01-31)
Sector: Consumer Defensive | Industry: Grocery Stores
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1130601278.5074627
Net income (USD): 93907462.68656716
P/E ratio: 12.039525359992371
P/B ratio: 2.338332633431085
Pays dividend: no
Net asset value (USD): 409026865.67164177
Net cash (USD): -470284328.35820895
Net cash to market cap %: -41.595948748531754
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.153746823174515 (Safe Zone)
Piotroski F-score: 4 (Weak)
NWC.TO — Peter Lynch category analysis (annual, as of 2024-01-31)
Sector: Consumer Defensive | Industry: Grocery Stores
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1266613462.3880596
Net income (USD): 100217164.17910448
EPS growth %: 6.719062907276144
Revenue growth %: 5.054404189122571
Smoothed growth %: 6.719062907276144
P/E ratio: 12.638687921007364
P/B ratio: 2.4048271038988456
PEG ratio: 1.881019436106305
Pays dividend: no
Net asset value (USD): 451048507.46268654
Net cash (USD): -475282089.5522388
Net cash to market cap %: -37.523846356105125
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.391694004149426 (Safe Zone)
Piotroski F-score: 9 (Strong)
NWC.TO — Peter Lynch category analysis (annual, as of 2025-01-31)
Sector: Consumer Defensive | Industry: Grocery Stores
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1447772506.5862067
Net income (USD): 98795172.4137931
EPS growth %: -1.4189104001885777
Revenue growth %: -3.672840321712471
EPS 2-year CAGR %: 2.569398469865769
Smoothed growth %: 2.569398469865769
P/E ratio: 14.65428392110462
P/B ratio: 2.641541654670736
PEG ratio: 5.703390927087378
Pays dividend: no
Net asset value (USD): 475931724.13793105
Net cash (USD): -458900689.6551724
Net cash to market cap %: -31.69701645579961
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.5602376888256995 (Safe Zone)
Piotroski F-score: 6 (Neutral)
NWC.TO — Peter Lynch category analysis (annual, as of 2026-01-31)
Sector: Consumer Defensive | Industry: Grocery Stores
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1681933382.5185184
Net income (USD): 108095555.55555555
EPS growth %: 9.413803240110541
Revenue growth %: 8.318956083734381
EPS 2-year CAGR %: 3.856304289481982
Smoothed growth %: 3.856304289481982
P/E ratio: 15.559690441241973
P/B ratio: 2.7595029202766534
PEG ratio: 4.034871025007238
Pays dividend: no
Net asset value (USD): 531847407.40740734
Net cash (USD): -484350370.3703703
Net cash to market cap %: -28.79723866620131
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.677632326236488 (Safe Zone)
Piotroski F-score: 6 (Neutral)
NWM.AX — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 65053169.984962404
Net income (USD): -1273606.015037594
P/B ratio: 6.943795773837981
Pays dividend: no
Net asset value (USD): 9368531.578947367
Net cash (USD): 222996.24060150376
Net cash to market cap %: 0.34279073664365817
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
NWM.AX — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 22376047.262068965
Net income (USD): -1015788.9655172414
P/B ratio: 2.004314044407868
Pays dividend: no
Net asset value (USD): 11163942.75862069
Net cash (USD): 742697.2413793104
Net cash to market cap %: 3.319161926504789
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)
NWM.AX — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 35811554.668874174
Net income (USD): -853674.8344370861
P/B ratio: 2.8172860442
Pays dividend: no
Net asset value (USD): 12711366.225165563
Net cash (USD): 234586.09271523182
Net cash to market cap %: 0.6550569917566961
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
NWM.AX — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 21630179.02
Net income (USD): -693794.6666666666
P/B ratio: 1.5632423517272445
Pays dividend: no
Net asset value (USD): 13836740.666666666
Net cash (USD): -499661.3333333334
Net cash to market cap %: -2.3100194079361502
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
NWM.AX — Peter Lynch category analysis (annual, as of 2025-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4948080.392156863
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)
NXDT — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Real Estate | Industry: REIT - Diversified
Lynch category:  (confidence: Low)
Market cap (USD): 457238197.52
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)
NXDT — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Real Estate | Industry: REIT - Diversified
Lynch category: Asset Play (confidence: High)
Market cap (USD): 393617950.58000004
Net income (USD): 48901959
P/E ratio: 8.049124383340144
P/B ratio: 0.38672192520966137
Pays dividend: no
Net asset value (USD): 1009716000
Net cash (USD): -156421000
Net cash to market cap %: -39.73929536737643
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
NXDT — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Real Estate | Industry: REIT - Diversified
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 295342772.38
Net income (USD): -117241000
EPS growth %: -339.7470416266964
Revenue growth %: -189.0818607305174
Smoothed growth %: -189.0818607305174
P/B ratio: 0.3336927447648445
Pays dividend: no
Net asset value (USD): 880893000
Net cash (USD): -160093000
Net cash to market cap %: -54.20582962295006
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
NXDT — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Real Estate | Industry: REIT - Diversified
Lynch category: Speculative (confidence: Low)
Market cap (USD): 250860323.29999998
Net income (USD): -46730000
P/B ratio: 0.3009584725591395
Pays dividend: no
Net asset value (USD): 833882000
Net cash (USD): -342400000
Net cash to market cap %: -136.49029686951698
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
NXDT — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Real Estate | Industry: REIT - Diversified
Lynch category: Speculative (confidence: Low)
Market cap (USD): 186205600.8
Net income (USD): -125051000
Revenue growth %: -745.8856049330215
Smoothed growth %: -745.8856049330215
P/B ratio: 0.2583393811417924
Pays dividend: no
Net asset value (USD): 718706000
Net cash (USD): -302466000
Net cash to market cap %: -162.43657478642285
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
NXFIL.AS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Industrials | Industry: Pollution & Treatment Controls
Lynch category:  (confidence: Low)
Market cap (USD): 207422354.27083334
P/B ratio: 1.6362800146268508
Pays dividend: no
Net asset value (USD): 122867708.33333334
Net cash (USD): 19545833.333333336
Net cash to market cap %: 9.423204843105848
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
NXFIL.AS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Industrials | Industry: Pollution & Treatment Controls
Lynch category:  (confidence: Low)
Market cap (USD): 247925028.3529412
P/B ratio: 1.9304380900471763
Pays dividend: no
Net asset value (USD): 123594117.64705883
Net cash (USD): 8278823.529411763
Net cash to market cap %: 3.339244764601254
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
NXFIL.AS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Industrials | Industry: Pollution & Treatment Controls
Lynch category:  (confidence: Low)
Market cap (USD): 262950795.29411766
P/B ratio: 1.6853436599274232
Pays dividend: no
Net asset value (USD): 107645882.35294119
Net cash (USD): -3927058.823529411
Net cash to market cap %: -1.4934576710965595
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
NXPI — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Technology | Industry: Semiconductors
Lynch category:  (confidence: Medium)
Market cap (USD): 58704575289.08
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)
NXPI — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Semiconductors
Lynch category:  (confidence: Medium)
Market cap (USD): 51069849860.12
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)
NXPI — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Technology | Industry: Semiconductors
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 46926799453.73
Net income (USD): 540217391.3043478
P/E ratio: 21.716627513798596
P/B ratio: 4.461367727336117
Pays dividend: no
Net asset value (USD): -1518478260.8695652
Net cash (USD): -12815217391.304348
Net cash to market cap %: -27.308952539881183
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 1.9857490872662493 (Grey Zone)
Piotroski F-score: 4 (Weak)
NXPI — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Semiconductors
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 54197966528.93
Net income (USD): 537647058.8235295
P/E ratio: 50.282729449421936
P/B ratio: 4.63650075982191
Pays dividend: no
Net asset value (USD): -1941176470.5882354
Net cash (USD): -14642352941.176472
Net cash to market cap %: -27.016424930556425
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.0865235361580643 (Grey Zone)
Piotroski F-score: 6 (Neutral)
NXPI — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Technology | Industry: Semiconductors
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 56750449137.62
Net income (USD): 760000000
P/E ratio: 30.87847372730418
P/B ratio: 4.626247412196892
Pays dividend: no
Net asset value (USD): -1429411764.7058823
Net cash (USD): -14467058823.529411
Net cash to market cap %: -25.49241291191679
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.2175113589015876 (Grey Zone)
Piotroski F-score: 7 (Neutral)
NXPI — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Semiconductors
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 54334300911.590004
Net income (USD): 550588235.2941177
P/E ratio: 22.748744927300137
P/B ratio: 4.419113556104823
Pays dividend: no
Net asset value (USD): -2105882352.9411764
Net cash (USD): -15532941176.47059
Net cash to market cap %: -28.587726198492913
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.05452065149924 (Grey Zone)
Piotroski F-score: 6 (Neutral)
NXPI — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Semiconductors
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 67975307264
Net income (USD): 1302298850.5747128
EPS growth %: 141.06940493535933
Revenue growth %: 18.653124936649846
Smoothed growth %: 141.06940493535933
P/E ratio: 186.84761904761905
P/B ratio: 3.822343610115195
PEG ratio: 1.3245084512353063
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): -986206896.5517242
Net cash (USD): -14318390804.597702
Net cash to market cap %: -21.06410604219627
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.6393294682732695 (Grey Zone)
Piotroski F-score: 7 (Neutral)
NXQ.L — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Consumer Cyclical | Industry: Gambling
Lynch category: Asset Play (confidence: High)
Market cap (USD): 379218.89600000007
P/B ratio: 0.004295881008212972
Pays dividend: no
Net asset value (USD): 73907500
Net cash (USD): 18252500
Net cash to market cap %: 4813.183148974727
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
NXQ.L — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Cyclical | Industry: Gambling
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 467530.1457534247
Pays dividend: no
Net cash (USD): 39035616.43835617
Net cash to market cap %: 8349.32609007496
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
NXQ.L — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Consumer Cyclical | Industry: Gambling
Lynch category: Asset Play (confidence: High)
Market cap (USD): 34661945.94594595
P/E ratio: 0.4391891891891892
P/B ratio: 0.004994706911958697
Dividend yield: 0.08
Pays dividend: yes
Net asset value (USD): 79944594.5945946
Net cash (USD): 9237837.837837838
Net cash to market cap %: 26.651238370297825
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
NXRT — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category:  (confidence: Low)
Market cap (USD): 1714044358.36
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)
NXRT — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Turnaround (confidence: High)
Market cap (USD): 913868088.1500001
Net income (USD): -9260000
P/B ratio: 1.739716937561037
Pays dividend: no
Net asset value (USD): 519666000
Net cash (USD): -1683278000
Net cash to market cap %: -184.1926665157511
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.4891604023612607 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXRT — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 755821166.3499999
Net income (USD): 44433000
Revenue growth %: 5.142601685154877
Smoothed growth %: 5.142601685154877
P/E ratio: 17.010356409650484
P/B ratio: 1.512035461920099
Pays dividend: no
Net asset value (USD): 494624000
Net cash (USD): -1595408000
Net cash to market cap %: -211.08273637063118
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.5034951223665721 (Distress Zone)
Piotroski F-score: 9 (Strong)
NXRT — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 962556736.64
Net income (USD): 1114000
EPS growth %: -97.49285441001058
Revenue growth %: -6.422821645539517
Smoothed growth %: -97.49285441001058
P/E ratio: 864.0545212208258
P/B ratio: 2.3130042932596417
Pays dividend: no
Net asset value (USD): 410368000
Net cash (USD): -1468122000
Net cash to market cap %: -152.5231650369804
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.5723962303465885 (Distress Zone)
Piotroski F-score: 6 (Neutral)
NXRT — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Real Estate | Industry: REIT - Residential
Lynch category: Turnaround (confidence: High)
Market cap (USD): 737977159.05
Net income (USD): -32027000
EPS growth %: -2974.955116696589
Revenue growth %: -3.2421900570271194
Smoothed growth %: -3.2421900570271194
P/B ratio: 2.456452077896573
Pays dividend: no
Net asset value (USD): 294563000
Net cash (USD): -1572291000
Net cash to market cap %: -213.05415495840205
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.3322035153193009 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXS.V — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4317468.525179856
Net income (USD): -40530.215827338136
Pays dividend: no
Net asset value (USD): -469025.17985611514
Net cash (USD): -1518290.6474820145
Net cash to market cap %: -35.16622387927578
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -30.754575900847506 (Distress Zone)
Piotroski F-score: 1 (Weak)
NXS.V — Peter Lynch category analysis (quarterly, as of 2025-01-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4138814.655172414
Net income (USD): 19808.275862068967
P/E ratio: 52.235927599052985
Pays dividend: no
Net asset value (USD): -534627.5862068966
Net cash (USD): -1422880.0000000002
Net cash to market cap %: -34.37892533365271
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -35.02939548389702 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXS.V — Peter Lynch category analysis (quarterly, as of 2025-04-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4348754.528985508
Net income (USD): 259588.40579710147
P/E ratio: 4.188124769702316
P/B ratio: 56.60411282563999
Pays dividend: no
Net asset value (USD): 76827.53623188406
Net cash (USD): -888960.8695652175
Net cash to market cap %: -20.441734837873163
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -25.611162968415606 (Distress Zone)
Piotroski F-score: 5 (Neutral)
NXS.V — Peter Lynch category analysis (quarterly, as of 2025-07-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4348754.528985508
P/E ratio: 18.205797594238845
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)
NXS.V — Peter Lynch category analysis (quarterly, as of 2025-10-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2400512.5000000005
Net income (USD): -90882.85714285714
P/E ratio: 12.733880425794815
Pays dividend: no
Net asset value (USD): -110387.14285714287
Net cash (USD): -1051025
Net cash to market cap %: -43.783358761931034
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -33.595517383151176 (Distress Zone)
Piotroski F-score: 2 (Weak)
NXS.V — Peter Lynch category analysis (quarterly, as of 2026-01-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7290445.3703703685
Net income (USD): -1145723.7037037036
EPS growth %: -5884.065769690028
Pays dividend: no
Net asset value (USD): -441608.14814814815
Net cash (USD): -471632.5925925926
Net cash to market cap %: -6.469187664575185
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -81.11703334424868 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXS.V — Peter Lynch category analysis (quarterly, as of 2026-04-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3679617.518248175
Net income (USD): -1858713.8686131386
EPS growth %: -816.0234537076896
P/B ratio: 16.22585318737927
Pays dividend: no
Net asset value (USD): 205177.37226277372
Net cash (USD): 169409.48905109486
Net cash to market cap %: 4.603997241858682
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -98.54129088088361 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXT.MC — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category:  (confidence: Low)
Market cap (USD): 195587919.54545456
Pays dividend: no
Net cash (USD): 6634230.681818182
Net cash to market cap %: 3.391942967252836
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
NXT.MC — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Turnaround (confidence: High)
Market cap (USD): 192258763.4680851
Net income (USD): -15073530.85106383
Pays dividend: no
Net asset value (USD): -52988511.702127665
Net cash (USD): -86560585.10638298
Net cash to market cap %: -45.02295944535813
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.9569102385012828 (Distress Zone)
Piotroski F-score: 3 (Weak)
NXT.MC — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Turnaround (confidence: High)
Market cap (USD): 181679445.26666668
Net income (USD): -10007777.777777778
Revenue growth %: -17.416167226294284
Smoothed growth %: -17.416167226294284
Pays dividend: no
Net asset value (USD): -56881111.11111111
Net cash (USD): -85182222.22222222
Net cash to market cap %: -46.88599863192718
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.93421037432032 (Distress Zone)
Piotroski F-score: 5 (Neutral)
NXT.MC — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 165842256.78125
Net income (USD): 3157291.666666667
Revenue growth %: -42.09665090825004
Smoothed growth %: -42.09665090825004
P/E ratio: 52.52674579676674
Pays dividend: no
Net asset value (USD): -23654166.666666668
Net cash (USD): -55018750
Net cash to market cap %: -33.175350521532685
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.4173644527736038 (Distress Zone)
Piotroski F-score: 6 (Neutral)
NXT.MC — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 536601148.2352941
Net income (USD): 4364705.882352942
EPS growth %: 38.24208667300638
Revenue growth %: 42.967677524023465
Smoothed growth %: 38.24208667300638
P/E ratio: 108.23529411764707
P/B ratio: 31.18805240368707
PEG ratio: 2.8302664298401425
Pays dividend: no
Net asset value (USD): -13021176.470588235
Net cash (USD): -54163529.4117647
Net cash to market cap %: -10.093815413904883
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 3.891155318611251 (Safe Zone)
Piotroski F-score: 4 (Weak)
NYR.BR — 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): 8011572.989583334
Pays dividend: no
Net asset value (USD): -8783310.21875
Net cash (USD): -9640455.989583334
Net cash to market cap %: -120.3316252890397
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
NYR.BR — 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): 9048364.788235296
Pays dividend: no
Net asset value (USD): -10300876.435294118
Net cash (USD): -10639864.905882353
Net cash to market cap %: -117.58881471839342
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
NYR.BR — 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): 7755741.176470589
Pays dividend: no
Net asset value (USD): -13397599.8
Net cash (USD): -14302297.894117648
Net cash to market cap %: -184.40916952602853
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: Low)
Market cap (USD): 280434189.93333334
Net income (USD): 4655555.555555555
P/E ratio: 15.059115211217184
P/B ratio: 2.6255697709304266
Pays dividend: no
Net asset value (USD): 87053333.33333333
Net cash (USD): -72174444.44444445
Net cash to market cap %: -25.73667799265212
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.6095822480098327 (Distress Zone)
Piotroski F-score: 2 (Weak)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 273892440.9375
Net income (USD): 6179166.666666667
P/E ratio: 11.081285540289953
P/B ratio: 2.585110343912223
Pays dividend: no
Net asset value (USD): 86288541.66666667
Net cash (USD): -111756250
Net cash to market cap %: -40.80296981452725
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.4247067927280395 (Distress Zone)
Piotroski F-score: 7 (Neutral)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 325921354.9565217
Net income (USD): 1556521.7391304348
P/E ratio: 52.34770365921786
P/B ratio: 2.9031655408924992
Pays dividend: no
Net asset value (USD): 91696739.13043478
Net cash (USD): -72520652.17391303
Net cash to market cap %: -22.25096670440247
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.7020397297070076 (Distress Zone)
Piotroski F-score: 6 (Neutral)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 352761937.12941176
Net income (USD): 1901176.4705882354
P/E ratio: 24.68174923969174
P/B ratio: 3.3068392231596353
Pays dividend: no
Net asset value (USD): 84377647.05882353
Net cash (USD): -89657647.05882353
Net cash to market cap %: -25.415907336378062
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.6449051323985884 (Distress Zone)
Piotroski F-score: 7 (Neutral)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category:  (confidence: Low)
Market cap (USD): 326774246.89411765
P/E ratio: 33.90877127424105
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)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 326774246.89411765
Net income (USD): 3607058.823529412
EPS growth %: -41.62548094085915
Revenue growth %: 10.863601670422593
Smoothed growth %: -41.62548094085915
P/E ratio: 46.25413802007009
P/B ratio: 2.8737065838290823
Pays dividend: no
Net asset value (USD): 89855294.11764707
Net cash (USD): -164883529.41176468
Net cash to market cap %: -50.457932648894065
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.245397345397011 (Distress Zone)
Piotroski F-score: 4 (Weak)
O4B.DE — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: High)
Market cap (USD): 304683273.5632184
Net income (USD): 550574.7126436782
EPS growth %: -64.62788158993129
Revenue growth %: 14.077679836783544
Smoothed growth %: -64.62788158993129
P/E ratio: 45.630015181088694
P/B ratio: 3.093189941612164
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): 87045977.01149425
Net cash (USD): -164144827.5862069
Net cash to market cap %: -53.87392148789838
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.1461589314358986 (Distress Zone)
Piotroski F-score: 5 (Neutral)
OBD.L — Peter Lynch category analysis (annual, as of 2021-09-30)
Sector: Healthcare | Industry: Diagnostics & Research
Lynch category:  (confidence: Low)
Market cap (USD): 25513524.668648653
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)
OBD.L — Peter Lynch category analysis (annual, as of 2022-09-30)
Sector: Healthcare | Industry: Diagnostics & Research
Lynch category: Turnaround (confidence: High)
Market cap (USD): 5721214.622666666
Net income (USD): -7455555.555555555
P/B ratio: 1.9896032304482223
Pays dividend: no
Net asset value (USD): 1096666.6666666667
Net cash (USD): -8618888.888888888
Net cash to market cap %: -150.64788611044295
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -4.706849213461499 (Distress Zone)
Piotroski F-score: 2 (Weak)
OBD.L — Peter Lynch category analysis (annual, as of 2023-09-30)
Sector: Healthcare | Industry: Diagnostics & Research
Lynch category: Turnaround (confidence: High)
Market cap (USD): 19361427.53402439
Net income (USD): -13202439.024390245
Revenue growth %: 263.477985429205
Smoothed growth %: 263.477985429205
P/B ratio: 2.6220265198843933
Pays dividend: no
Net asset value (USD): 5051219.512195122
Net cash (USD): -5880487.8048780495
Net cash to market cap %: -30.372180948662486
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -3.5436053901961313 (Distress Zone)
Piotroski F-score: 5 (Neutral)
OBD.L — Peter Lynch category analysis (annual, as of 2024-09-30)
Sector: Healthcare | Industry: Diagnostics & Research
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1716364.3867999997
Net income (USD): -15422666.666666666
Revenue growth %: 36.34509803921567
Smoothed growth %: 36.34509803921567
P/B ratio: 0.2953816636301056
Pays dividend: no
Net asset value (USD): 4009333.3333333335
Net cash (USD): -6564000
Net cash to market cap %: -382.4362734674285
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -7.741800323988208 (Distress Zone)
Piotroski F-score: 4 (Weak)
OBD.L — Peter Lynch category analysis (annual, as of 2025-09-30)
Sector: Healthcare | Industry: Diagnostics & Research
Lynch category: Speculative (confidence: Low)
Market cap (USD): 0
Net income (USD): -15071621.621621622
Revenue growth %: 74.4964303926568
Smoothed growth %: 74.4964303926568
P/B ratio: 0
Pays dividend: no
Net asset value (USD): 13513.513513513513
Net cash (USD): -7537837.837837838
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
OBDC — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Medium)
Market cap (USD): 5896108437.120001
Pays dividend: no
Net cash (USD): 1838000
Net cash to market cap %: 0.031173103744641866
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
OBDC — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Medium)
Market cap (USD): 6288189722.08
Pays dividend: no
Net cash (USD): 8464000
Net cash to market cap %: 0.1346015367551647
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
OBDC — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 6273300559.360001
Net income (USD): 242635000
P/E ratio: 6.463721803696911
P/B ratio: 0.8105993559913836
Pays dividend: no
Net asset value (USD): 7739089000
Net cash (USD): -10122380000
Net cash to market cap %: -161.35652842102436
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 3 (Weak)
OBDC — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 6298115830.559999
Net income (USD): 137506000
P/E ratio: 16.567841486606284
P/B ratio: 0.8198112946467099
Pays dividend: no
Net asset value (USD): 7682397000
Net cash (USD): -9355890000
Net cash to market cap %: -148.55061818016958
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
OBDC — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 5781958189.6
Net income (USD): 128181000
P/E ratio: 11.37459757712631
P/B ratio: 0.7596573804296287
Pays dividend: no
Net asset value (USD): 7611271000
Net cash (USD): -9672521000
Net cash to market cap %: -167.28797896529153
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
OBDC — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 5791884298.08
Net income (USD): 119087000
P/E ratio: 9.231433240645257
P/B ratio: 0.7829749693204757
Pays dividend: no
Net asset value (USD): 7397279000
Net cash (USD): -9220544000
Net cash to market cap %: -159.19765529599056
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
OBDC — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Speculative (confidence: Low)
Market cap (USD): 5345209344
Net income (USD): -24382000
EPS growth %: -110.04883879077627
Revenue growth %: -100.79772166434094
Smoothed growth %: -110.04883879077627
P/E ratio: 15.357142857142858
P/B ratio: 0.74577625216662
Dividend yield: 0.13
Pays dividend: yes
Net asset value (USD): 7154000000
Net cash (USD): -8409141000
Net cash to market cap %: -157.3210787233107
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 4 (Weak)
OBT — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 389767769.28000003
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)
OBT — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 360538538.56
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)
OBT — 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): 305163895.04
Net income (USD): 8704000
P/E ratio: 8.765047536764706
P/B ratio: 1.5157849786413942
Pays dividend: no
Net asset value (USD): 195215000
Net cash (USD): -2189106000
Net cash to market cap %: -717.3541941169213
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)
OBT — 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): 338817734.08
Net income (USD): 10461000
P/E ratio: 17.678984298460733
P/B ratio: 1.3413796090882817
Pays dividend: no
Net asset value (USD): 246552000
Net cash (USD): -2172450000
Net cash to market cap %: -641.1854461806453
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 5 (Neutral)
OBT — 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): 332113782.08
Net income (USD): 10019000
P/E ratio: 11.379995274122807
P/B ratio: 1.2295045982526283
Pays dividend: no
Net asset value (USD): 264154000
Net cash (USD): -2169534000
Net cash to market cap %: -653.2502163603075
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 5 (Neutral)
OBT — 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): 378639208.96
Net income (USD): 12430000
P/E ratio: 9.0988419512664
P/B ratio: 1.3315300423400993
Pays dividend: no
Net asset value (USD): 278470000
Net cash (USD): -2164864000
Net cash to market cap %: -571.7485006231088
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 6 (Neutral)
OBT — 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): 505343872
Net income (USD): 11284000
EPS growth %: 29.641544117647058
Revenue growth %: 14.634146341463413
Smoothed growth %: 29.641544117647058
P/E ratio: 9.328445747800586
P/B ratio: 1.4623176882988642
PEG ratio: 0.3147084953056446
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 285841000
Net cash (USD): -2150501000
Net cash to market cap %: -425.5520090683913
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
OCA.AX — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Healthcare | Industry: Medical Care Facilities
Lynch category:  (confidence: Low)
Market cap (USD): 495526494.21052635
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)
OCA.AX — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Healthcare | Industry: Medical Care Facilities
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 330521543.8926175
Net income (USD): 9715723.27044025
P/E ratio: 34.019242283095664
P/B ratio: 0.5461406010737866
Pays dividend: no
Net asset value (USD): 600970440.2515723
Net cash (USD): -990717610.062893
Net cash to market cap %: -299.74373179884617
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.11923631036952188 (Distress Zone)
Piotroski F-score: 2 (Weak)
OCA.AX — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Healthcare | Industry: Medical Care Facilities
Lynch category: Turnaround (confidence: High)
Market cap (USD): 269811560.1960784
Net income (USD): 18846706.586826347
EPS growth %: 93.9815087587642
Revenue growth %: 2.252712450476322
Smoothed growth %: 93.9815087587642
P/E ratio: 14.31611188687332
P/B ratio: 0.4389718658446645
PEG ratio: 0.1523290280816893
Pays dividend: no
Net asset value (USD): 611253293.4131737
Net cash (USD): -1046950299.4011977
Net cash to market cap %: -388.03018619378435
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.17707002755183135 (Distress Zone)
Piotroski F-score: 3 (Weak)
OCA.AX — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Healthcare | Industry: Medical Care Facilities
Lynch category: Turnaround (confidence: High)
Market cap (USD): 250520167.61006293
Net income (USD): 17380000
EPS growth %: -7.782296498697335
Revenue growth %: -6.329644002042806
EPS 2-year CAGR %: 33.74800656253185
Smoothed growth %: 33.74800656253185
P/E ratio: 14.414278918875887
P/B ratio: 0.3978874463446402
PEG ratio: 0.427114973210865
Pays dividend: no
Net asset value (USD): 626932571.4285715
Net cash (USD): -1046430857.1428571
Net cash to market cap %: -417.70324007272615
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.22693773892528807 (Distress Zone)
Piotroski F-score: 3 (Weak)
OCA.AX — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Healthcare | Industry: Medical Care Facilities
Lynch category: Asset Play (confidence: High)
Market cap (USD): 253686290.2857143
Net income (USD): 68000
EPS growth %: -99.60874568469505
Revenue growth %: 2.5202247363492654
EPS 2-year CAGR %: -93.99328921601872
Smoothed growth %: -99.60874568469505
P/E ratio: 4741.641513900081
P/B ratio: 0.4790215913418756
Pays dividend: no
Net asset value (USD): 670813714.2857143
Net cash (USD): -1075169714.2857144
Net cash to market cap %: -423.8186119852216
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.2535549676307122 (Distress Zone)
Piotroski F-score: 4 (Weak)
OCCIM — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 148606804
Net cash (USD): -67470958
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
OCCIM — Peter Lynch category analysis (quarterly, as of 2025-04-30)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 160302793
Net cash (USD): -93916235
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
OCCIM — Peter Lynch category analysis (quarterly, as of 2025-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 153023304
Net cash (USD): -104292007
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
OCCIM — Peter Lynch category analysis (quarterly, as of 2026-04-30)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: High)
Dividend yield: 0.08
Pays dividend: yes
Net asset value (USD): 109034200
Net cash (USD): -89001151
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
OCCIN — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 148606804
Net cash (USD): -67470958
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)