speb/financial-data huggingface dataset:
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 38933603220.08742
Net income (USD): 158927613.94101876
P/E ratio: 61.2442392083865
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)
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 39262840751.27494
Net income (USD): 290161328.03366846
P/E ratio: 33.828457618169516
P/B ratio: 4.545156494088814
Pays dividend: no
Net asset value (USD): 7251859948.562076
Net cash (USD): -6458809913.490764
Net cash to market cap %: -16.450184932889844
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.6664322143200767 (Safe Zone)
Piotroski F-score: 2 (Weak)
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 41364222969.30787
Net income (USD): 260461034.40205947
P/E ratio: 58.296419345301885
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 38615294406.14905
Net income (USD): 192652333.74178457
P/E ratio: 42.801147783667034
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)
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 35016037596.94786
Net income (USD): 317933446.3755829
EPS growth %: 100.0492164272814
Revenue growth %: 31.933882436780713
Smoothed growth %: 100.0492164272814
P/E ratio: 0.40800330783033567
P/B ratio: 3.898836406331989
PEG ratio: 0.004078026019592907
Dividend yield: 0.67
Pays dividend: yes
Net asset value (USD): 7127830648.579906
Net cash (USD): -5874292072.912251
Net cash to market cap %: -16.77600458546537
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.6475944645543126 (Safe Zone)
Piotroski F-score: 3 (Weak)
ULTRACEMCO.NS — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Basic Materials | Industry: Building Materials
Lynch category: Cyclical (confidence: High)
Market cap (USD): 36762669134.21247
Net income (USD): 274682983.4370714
EPS growth %: -5.334392664070337
Revenue growth %: -3.5571341661711027
Smoothed growth %: -5.334392664070337
P/E ratio: 0.40903784698558243
Dividend yield: 0.02
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: 2 (Weak)
ULVR.L — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category:  (confidence: Low)
Market cap (USD): 1040228117.9831082
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)
ULVR.L — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Asset Play (confidence: High)
Market cap (USD): 1022640033.1640965
Net income (USD): 9962650602.40964
P/E ratio: 0.10264738511624137
P/B ratio: 0.0391130006693793
Pays dividend: no
Net asset value (USD): -25865060240.963856
Net cash (USD): -60578313253.01205
Net cash to market cap %: -5923.718149931985
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 2.000854599606531 (Grey Zone)
Piotroski F-score: 3 (Weak)
ULVR.L — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Asset Play (confidence: High)
Market cap (USD): 1014184201.8203796
Net income (USD): 9037974683.544304
EPS growth %: -9.281424750976278
Revenue growth %: -9.615453097465602
Smoothed growth %: -9.281424750976278
P/E ratio: 0.11221365818460782
P/B ratio: 0.038586280073112114
Pays dividend: no
Net asset value (USD): -27043037974.683544
Net cash (USD): -61256962025.31645
Net cash to market cap %: -6040.023293141926
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.8879463205458444 (Grey Zone)
Piotroski F-score: 6 (Neutral)
ULVR.L — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Asset Play (confidence: High)
Market cap (USD): 1241319489.2665
Net income (USD): 7961250000
EPS growth %: -11.913340336134455
Revenue growth %: 0.2767269736842206
EPS 2-year CAGR %: -10.607068158877741
Smoothed growth %: -11.913340336134455
P/E ratio: 0.15592017450356413
P/B ratio: 0.04402817962372866
Pays dividend: no
Net asset value (USD): -26138750000
Net cash (USD): -61957500000
Net cash to market cap %: -4991.2613582350905
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.8757191450683335 (Grey Zone)
Piotroski F-score: 5 (Neutral)
ULVR.L — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Asset Play (confidence: High)
Market cap (USD): 133134645967.56757
Net income (USD): 13528378378.378378
EPS growth %: 69.92781759621137
Revenue growth %: 4.0374965945194
EPS 2-year CAGR %: 22.34530573757578
Smoothed growth %: 22.34530573757578
P/E ratio: 0.2920997920997921
P/B ratio: 0.05848543711376016
PEG ratio: 0.013072087512707341
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): -25991891891.89189
Net cash (USD): -64366216216.21622
Net cash to market cap %: -48.34670625998903
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.1090431826773086 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UMAC — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Technology | Industry: Computer Hardware
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)
UMAC — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Computer Hardware
Lynch category: Turnaround (confidence: Medium)
Net income (USD): -1171777
Pays dividend: no
Net asset value (USD): 3198381
Net cash (USD): 2967491
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
UMAC — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Computer Hardware
Lynch category: Turnaround (confidence: Medium)
Net income (USD): -2383462
Pays dividend: no
Net asset value (USD): 1414919
Net cash (USD): 780276
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
UMAC — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Computer Hardware
Lynch category: Speculative (confidence: Low)
Market cap (USD): 803893784.86
Net income (USD): -31980468
P/B ratio: 54.25137882575057
Pays dividend: no
Net asset value (USD): 5189506
Net cash (USD): 2467690
Net cash to market cap %: 0.30696716985189204
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 370.2017170727436 (Safe Zone)
Piotroski F-score: 3 (Weak)
UMAC — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Computer Hardware
Lynch category: Speculative (confidence: Low)
Market cap (USD): 608894579.02
Net income (USD): -19193617
Revenue growth %: 101.23225640794355
Smoothed growth %: 101.23225640794355
P/B ratio: 3.4805975254246078
Pays dividend: no
Net asset value (USD): 156781669
Net cash (USD): 134707561
Net cash to market cap %: 22.12329779923617
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 47.24179561725744 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UN9.DE — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Insurance - Diversified
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 2270263909.4791665
P/B ratio: 0.7409507739438124
Pays dividend: no
Net asset value (USD): 1958357291.6666667
Net cash (USD): -12245922916.666668
Net cash to market cap %: -539.4052588131074
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UN9.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Insurance - Diversified
Lynch category:  (confidence: Medium)
Market cap (USD): 3976102968.9529414
P/B ratio: 1.0718278331885063
Pays dividend: no
Net asset value (USD): 2229411764.7058825
Net cash (USD): -13605882352.941175
Net cash to market cap %: -342.1913984416787
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
UN9.DE — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Insurance - Diversified
Lynch category:  (confidence: Medium)
Market cap (USD): 6345353938.823529
P/E ratio: 12.591645353793691
P/B ratio: 1.432597341998455
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): 2248668235.294118
Net cash (USD): -13978500000
Net cash to market cap %: -220.29504003667455
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
UNI.AX — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Cyclical | Industry: Apparel Retail
Lynch category:  (confidence: High)
Market cap (USD): 351010216.99346405
P/E ratio: 9.326294620412266
P/B ratio: 3.915281818494446
Dividend yield: 0.07
Pays dividend: yes
Net asset value (USD): 12036601.307189543
Net cash (USD): -81323529.41176471
Net cash to market cap %: -23.168422306430752
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNICHEMLAB.NS — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Healthcare | Industry: Drug Manufacturers - Specialty & Generic
Lynch category:  (confidence: Low)
Market cap (USD): 238059268.09969667
Pays dividend: no
Net cash (USD): 11065554.529869445
Net cash to market cap %: 4.648235129932143
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNICHEMLAB.NS — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Healthcare | Industry: Drug Manufacturers - Specialty & Generic
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 248435393.11814862
Net income (USD): -24631863.580998782
P/B ratio: 0.8375358861753651
Pays dividend: no
Net asset value (USD): 296438367.8440926
Net cash (USD): -69726796.58952497
Net cash to market cap %: -28.066369978276377
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.2699360053286264 (Safe Zone)
Piotroski F-score: 2 (Weak)
UNICHEMLAB.NS — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Healthcare | Industry: Drug Manufacturers - Specialty & Generic
Lynch category: Speculative (confidence: Low)
Market cap (USD): 415584804.31262
Net income (USD): -11243554.383019546
Revenue growth %: 31.351609681009364
Smoothed growth %: 31.351609681009364
P/B ratio: 1.4213024169146282
Pays dividend: no
Net asset value (USD): 285452692.1693249
Net cash (USD): -81611704.04125194
Net cash to market cap %: -19.637797916177
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.337813820881019 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UNICHEMLAB.NS — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Healthcare | Industry: Drug Manufacturers - Specialty & Generic
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 572596185.9610224
Net income (USD): 16076689.268178629
Revenue growth %: 15.823877997667887
Smoothed growth %: 15.823877997667887
P/E ratio: 35.61654868172328
P/B ratio: 1.9986973645981523
Pays dividend: no
Net asset value (USD): 284117371.9897124
Net cash (USD): -120321487.02361467
Net cash to market cap %: -21.01332317148986
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.646974573255332 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UNICHEMLAB.NS — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Healthcare | Industry: Drug Manufacturers - Specialty & Generic
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 400938192.7935566
Net income (USD): 26795252.22551929
EPS growth %: 66.67145690597151
Revenue growth %: -5.178735634364689
Smoothed growth %: 66.67145690597151
P/E ratio: 0.0863631052811723
P/B ratio: 0.7569261460540389
PEG ratio: 0.0012953535034185984
Pays dividend: no
Net asset value (USD): 287045358.20262825
Net cash (USD): -77418397.62611276
Net cash to market cap %: -19.309309768345155
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.294657840187679 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 25089063.725274727
P/B ratio: 0.9806821520455385
Pays dividend: no
Net asset value (USD): 25573053.033922598
Net cash (USD): 1991829.9092212133
Net cash to market cap %: 7.939036430501164
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 22926826.765550237
Net income (USD): 447568.38905775076
P/E ratio: 12.8063259861902
P/B ratio: 0.8893644905212525
Pays dividend: no
Net asset value (USD): 25772118.307224687
Net cash (USD): 3156990.881458966
Net cash to market cap %: 13.769855347808747
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 9.875740739801692 (Safe Zone)
Piotroski F-score: 3 (Weak)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 25828843.456821904
Net income (USD): 938602.8551369063
P/E ratio: 6.879598574482938
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: 2 (Weak)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 25888633.622096956
Net income (USD): 556448.7034949267
P/E ratio: 13.326659006506695
P/B ratio: 0.9884237205150103
Pays dividend: no
Net asset value (USD): 26187531.003382187
Net cash (USD): 2098827.508455468
Net cash to market cap %: 8.10713898266163
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 10.347368536031347 (Safe Zone)
Piotroski F-score: 2 (Weak)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 25440908.847944748
Net income (USD): 592993.2048568565
P/E ratio: 10.033434643764648
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)
UNITEDTEA.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Asset Play (confidence: High)
Market cap (USD): 24876924.798643492
Net income (USD): 388215.34548537515
EPS growth %: -13.261223317698864
Revenue growth %: -21.843450242699795
Smoothed growth %: -13.261223317698864
P/E ratio: 0.1219472537478456
P/B ratio: 1.0467809362808949
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 25558711.318355236
Net cash (USD): 3874258.1602373887
Net cash to market cap %: 15.573702101831522
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 10.18081098996773 (Safe Zone)
Piotroski F-score: 3 (Weak)
UNIVCABLES.NS — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Industrials | Industry: Electrical Equipment & Parts
Lynch category:  (confidence: Low)
Market cap (USD): 61887079.44164578
Pays dividend: no
Net cash (USD): 161084.00369247
Net cash to market cap %: 0.26028696966441667
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UNIVCABLES.NS — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Industrials | Industry: Electrical Equipment & Parts
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 149270432.1171742
Net income (USD): 14391242.387332523
P/E ratio: 10.372310332884478
P/B ratio: 0.8188581609087264
Pays dividend: no
Net asset value (USD): 182258087.69792935
Net cash (USD): -159363958.58708894
Net cash to market cap %: -106.76190611010728
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.1772771215264752 (Grey Zone)
Piotroski F-score: 4 (Weak)
UNIVCABLES.NS — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Industrials | Industry: Electrical Equipment & Parts
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 187852846.21569097
Net income (USD): 12978126.873725867
EPS growth %: -9.819273941564006
Revenue growth %: -9.825439445392965
Smoothed growth %: -9.819273941564006
P/E ratio: 14.474573106231365
P/B ratio: 0.8825136505212037
Pays dividend: no
Net asset value (USD): 212831742.4151577
Net cash (USD): -184727653.19582683
Net cash to market cap %: -98.33636110241534
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.9260377633473271 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UNIVCABLES.NS — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Industrials | Industry: Electrical Equipment & Parts
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 199531844.5186136
Net income (USD): 10449509.00163666
EPS growth %: -19.48368895366848
Revenue growth %: 15.905196865421301
EPS 2-year CAGR %: -14.788384654995268
Smoothed growth %: -19.48368895366848
P/E ratio: 19.094853594303984
P/B ratio: 0.963207875759292
Pays dividend: no
Net asset value (USD): 207029892.44797754
Net cash (USD): -191642284.31143323
Net cash to market cap %: -96.04596437916236
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.0853226263427933 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UNIVCABLES.NS — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Industrials | Industry: Electrical Equipment & Parts
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 454025625.7736329
Net income (USD): 17285841.45824502
EPS growth %: 65.42252325480189
Revenue growth %: 14.104424622874582
EPS 2-year CAGR %: 15.40888759732779
Smoothed growth %: 15.40888759732779
P/E ratio: 0.14566985371795615
P/B ratio: 1.1865761307628593
PEG ratio: 0.009453625564977074
Dividend yield: 0.00
Pays dividend: no
Net asset value (USD): 200253221.7041119
Net cash (USD): -256749025.0105977
Net cash to market cap %: -56.549456778593175
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.4255284579535297 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UNP.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 133964024799
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UNP.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 113481060022.21277
Net income (USD): 6998000000
P/E ratio: 16.216213206946666
P/B ratio: 9.33002220029703
Pays dividend: no
Net asset value (USD): 12163000000
Net cash (USD): -52267000000
Net cash to market cap %: -46.05790604156258
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.3887724546803346 (Safe Zone)
Piotroski F-score: 4 (Weak)
UNP.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 138386586839.6667
Net income (USD): 6379000000
EPS growth %: -8.845384395541583
Revenue growth %: -3.0391959798994974
Smoothed growth %: -8.845384395541583
P/E ratio: 21.69408791968438
P/B ratio: 9.358032650775405
Pays dividend: no
Net asset value (USD): 14788000000
Net cash (USD): -51273000000
Net cash to market cap %: -37.050556105848884
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.66978459331181 (Safe Zone)
Piotroski F-score: 6 (Neutral)
UNP.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 130182981785.68752
Net income (USD): 6747000000
EPS growth %: 5.768929299263208
Revenue growth %: 0.5431402628633027
EPS 2-year CAGR %: -1.8097454266999269
Smoothed growth %: 5.768929299263208
P/E ratio: 19.294943202265824
P/B ratio: 7.707695783640468
Pays dividend: no
Net asset value (USD): 16890000000
Net cash (USD): -49789000000
Net cash to market cap %: -38.245398374700514
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.703307718145162 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UNP.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Industrials | Industry: Railroads
Lynch category: Cyclical (confidence: High)
Market cap (USD): 137511004978.2353
Net income (USD): 7138000000
EPS growth %: 5.795168222913888
Revenue growth %: 1.0721649484536082
EPS 2-year CAGR %: 5.782047947527635
Smoothed growth %: 5.782047947527635
P/E ratio: 19.264640652596707
P/B ratio: 7.4463099029747815
PEG ratio: 3.3318023004001787
Pays dividend: no
Net asset value (USD): 18467000000
Net cash (USD): -49715000000
Net cash to market cap %: -36.15347004981071
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.8170245050497114 (Safe Zone)
Piotroski F-score: 8 (Strong)
UNV0.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category:  (confidence: Medium)
Market cap (USD): 107415291293.06818
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)
UNV0.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 103536825145.95746
Net income (USD): 9962650602.40964
P/E ratio: 10.392497868078932
P/B ratio: 3.9599817921360625
Pays dividend: no
Net asset value (USD): -25865060240.963856
Net cash (USD): -60578313253.01205
Net cash to market cap %: -58.508953860246216
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.9105492572360943 (Grey Zone)
Piotroski F-score: 3 (Weak)
UNV0.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 103999533966.29999
Net income (USD): 9037974683.544304
EPS growth %: -9.281424750976278
Revenue growth %: -9.615453097465602
Smoothed growth %: -9.281424750976278
P/E ratio: 11.506951237167646
P/B ratio: 3.95683066044004
Pays dividend: no
Net asset value (USD): -27043037974.683544
Net cash (USD): -61256962025.31645
Net cash to market cap %: -58.901188966064176
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.7836025494615417 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UNV0.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 126074314273.76042
Net income (USD): 7961250000
EPS growth %: -11.913340336134455
Revenue growth %: 0.2767269736842206
EPS 2-year CAGR %: -10.607068158877741
Smoothed growth %: -11.913340336134455
P/E ratio: 15.835994884441567
P/B ratio: 4.471711435114535
Pays dividend: no
Net asset value (USD): -26138750000
Net cash (USD): -61957500000
Net cash to market cap %: -49.1436343373355
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 2.9233603286780387 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UNV0.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Household & Personal Products
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 155990569513.51352
Net income (USD): 13528378378.378378
EPS growth %: 69.92781759621137
Revenue growth %: 4.0374965945194
EPS 2-year CAGR %: 22.34530573757578
Smoothed growth %: 22.34530573757578
P/E ratio: 24.960254372019083
P/B ratio: 5.8569698662878
PEG ratio: 1.1170245180421055
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): -25991891891.89189
Net cash (USD): -64366216216.21622
Net cash to market cap %: -41.26288942783823
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.3009354384522123 (Safe Zone)
Piotroski F-score: 7 (Neutral)
UONEK — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Communication Services | Industry: Broadcasting
Lynch category:  (confidence: Low)
Market cap (USD): 37870547.1
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)
UONEK — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Communication Services | Industry: Broadcasting
Lynch category:  (confidence: Low)
Market cap (USD): 34117610
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)
UONEK — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Communication Services | Industry: Broadcasting
Lynch category: Turnaround (confidence: High)
Market cap (USD): 24564679.2
Net income (USD): -11739000
P/B ratio: 0.15074424507228945
Pays dividend: no
Net asset value (USD): -399813000
Net cash (USD): -612511000
Net cash to market cap %: -2493.462239067221
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.9463567069034201 (Distress Zone)
Piotroski F-score: 3 (Weak)
UONEK — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Communication Services | Industry: Broadcasting
Lynch category: Turnaround (confidence: High)
Market cap (USD): 21835270.400000002
Net income (USD): -77902000
P/B ratio: 0.2576159511084369
Pays dividend: no
Net asset value (USD): -344460000
Net cash (USD): -558736000
Net cash to market cap %: -2558.869158771672
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.3559508932058284 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UONEK — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Communication Services | Industry: Broadcasting
Lynch category: Turnaround (confidence: High)
Market cap (USD): 23882327
Net income (USD): -2821000
P/B ratio: 0.2933298165024933
Pays dividend: no
Net asset value (USD): -340657000
Net cash (USD): -562733000
Net cash to market cap %: -2356.2737416667983
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.4071329577685583 (Distress Zone)
Piotroski F-score: 4 (Weak)
UONEK — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Communication Services | Industry: Broadcasting
Lynch category: Turnaround (confidence: High)
Market cap (USD): 29341144.599999998
Net income (USD): -54350000
P/B ratio: 1.077371836674745
Pays dividend: no
Net asset value (USD): -325972000
Net cash (USD): -540245000
Net cash to market cap %: -1841.2540047943462
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.9496164819456558 (Distress Zone)
Piotroski F-score: 4 (Weak)
UONEK — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Communication Services | Industry: Broadcasting
Lynch category: Turnaround (confidence: High)
Market cap (USD): 22948620
Net income (USD): -3079000
Revenue growth %: -15.811785114110696
Smoothed growth %: -15.811785114110696
P/B ratio: 0.8083687266324667
Pays dividend: no
Net asset value (USD): -318834000
Net cash (USD): -523203000
Net cash to market cap %: -2279.888725335118
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -2.12349446329115 (Distress Zone)
Piotroski F-score: 4 (Weak)
UPLD — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Technology | Industry: Software - Application
Lynch category:  (confidence: Low)
Market cap (USD): 526775808
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)
UPLD — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 209359616
Net income (USD): -68413000
P/B ratio: 0.4971011465923958
Pays dividend: no
Net asset value (USD): -304733000
Net cash (USD): -443645000
Net cash to market cap %: -211.90571920040205
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.24291275864706952 (Distress Zone)
Piotroski F-score: 3 (Weak)
UPLD — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 124206335.99999999
Net income (USD): -179874000
Revenue growth %: -6.130102772428877
Smoothed growth %: -6.130102772428877
P/B ratio: 0.5091842644671466
Pays dividend: no
Net asset value (USD): -292195000
Net cash (USD): -389533000
Net cash to market cap %: -313.6176563488678
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.2131547461219393 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPLD — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 127436288
Net income (USD): -112732000
Revenue growth %: -7.741428628983522
Smoothed growth %: -7.741428628983522
P/B ratio: 1.2145464665237073
Pays dividend: no
Net asset value (USD): -279954000
Net cash (USD): -368171000
Net cash to market cap %: -288.9059354898975
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.9899308205038911 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPLD — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 41989376
Net income (USD): -38904000
Revenue growth %: -21.076879407847333
Smoothed growth %: -21.076879407847333
P/B ratio: 0.5202499814149424
Pays dividend: no
Net asset value (USD): -241238000
Net cash (USD): -303069000
Net cash to market cap %: -721.7754319568836
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -1.4906203546576375 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UPWK — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category:  (confidence: Low)
Market cap (USD): 1290764531.6499999
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UPWK — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category:  (confidence: Medium)
Market cap (USD): 2019521539.9500003
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)
UPWK — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1611911687.8500001
Net income (USD): 37730000
P/E ratio: 10.680570420421414
P/B ratio: 2.7120945311790186
Pays dividend: no
Net asset value (USD): 462104000
Net cash (USD): -23656000
Net cash to market cap %: -1.46757419642219
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 2.352015561687179 (Grey Zone)
Piotroski F-score: 3 (Weak)
UPWK — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1660083761.28
Net income (USD): 32726000
P/E ratio: 23.561992751220618
P/B ratio: 2.7274671016373837
Pays dividend: no
Net asset value (USD): 457656000
Net cash (USD): -18483000
Net cash to market cap %: -1.1133775554643561
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 2.3830844068863413 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UPWK — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2293731804.09
Net income (USD): 29335000
P/E ratio: 22.985357437945307
P/B ratio: 3.651706511257295
Pays dividend: no
Net asset value (USD): 437999000
Net cash (USD): -39986000
Net cash to market cap %: -1.743272684657384
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.530257298103046 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UPWK — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2448129475.34
Net income (USD): 15634000
P/E ratio: 21.209698725059564
P/B ratio: 3.883977813220374
Pays dividend: no
Net asset value (USD): 443962000
Net cash (USD): 3516000
Net cash to market cap %: 0.1436198548898927
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 2.7367112246445715 (Grey Zone)
Piotroski F-score: 6 (Neutral)
UPWK — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1090665088
Net income (USD): 31461000
EPS growth %: -16.615425390935595
Revenue growth %: 1.441055286291034
Smoothed growth %: -16.615425390935595
P/E ratio: 13.530864197530864
P/B ratio: 2.3765706006211085
Pays dividend: no
Net asset value (USD): 386204000
Net cash (USD): -92591000
Net cash to market cap %: -8.489407153371724
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 1.5229128851464138 (Distress Zone)
Piotroski F-score: 5 (Neutral)
URB.TO — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Market cap (USD): 38666666.666666664
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)
URB.TO — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Market cap (USD): 39090909.09090909
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)
URB.TO — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 40419580.41958042
Net income (USD): -4589286.713286714
P/B ratio: 0.1258034873392709
Pays dividend: no
Net asset value (USD): 321291414.6853147
Net cash (USD): -30443983.216783218
Net cash to market cap %: -75.3198892733564
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
URB.TO — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 45182481.75182482
Net income (USD): 13260586.861313868
P/E ratio: 5.21057753514673
P/B ratio: 0.12960264016867337
Pays dividend: no
Net asset value (USD): 348623158.39416057
Net cash (USD): -43689371.53284671
Net cash to market cap %: -96.69537802907915
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
URB.TO — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 53956834.53237411
Net income (USD): 28608712.23021583
P/E ratio: 1.4473395015250556
P/B ratio: 0.14496119608155508
Pays dividend: no
Net asset value (USD): 372215710.07194245
Net cash (USD): -49580174.820143886
Net cash to market cap %: -91.88859066666666
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
URB.TO — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 69854014.59854014
Net income (USD): 13031359.854014598
P/E ratio: 1.3884338967354308
P/B ratio: 0.17880070130231185
Pays dividend: no
Net asset value (USD): 390680875.9124087
Net cash (USD): -57196407.29927006
Net cash to market cap %: -81.87991431556948
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
URB.TO — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: High)
Market cap (USD): 265345565.46762592
Net income (USD): 15735038.129496405
P/E ratio: 2.929520790147543
P/B ratio: 0.1743123589209226
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): 396625294.24460435
Net cash (USD): -61645990.647482015
Net cash to market cap %: -23.232342526185263
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 5 (Neutral)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 128287948.23076925
Net income (USD): 42021.02245580507
P/E ratio: 763.2367130386583
P/B ratio: 5.685908998007866
Pays dividend: no
Net asset value (USD): 15625322.503583374
Net cash (USD): -8992534.63927377
Net cash to market cap %: -7.009648812137565
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 6.591254532511572 (Safe Zone)
Piotroski F-score: 1 (Weak)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 103694202.96782841
Net income (USD): 61930.294906166215
P/E ratio: 418.592399426407
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)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 70579628.53623527
Net income (USD): 94832.82674772036
P/E ratio: 186.06328356106894
P/B ratio: 3.184202367347119
Pays dividend: no
Net asset value (USD): 15372480.710778583
Net cash (USD): -11446153.846153844
Net cash to market cap %: -16.217361983249088
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.9556537391350095 (Safe Zone)
Piotroski F-score: 3 (Weak)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 94133994.87327406
Net income (USD): 113339.57406974024
P/E ratio: 301.5919309892331
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)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 65849955.344212994
Net income (USD): 41361.25654450262
EPS growth %: -1.5700853352541515
Revenue growth %: -30.087951246607652
Smoothed growth %: -1.5700853352541515
P/E ratio: 211.42079160263418
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)
URJA.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 54445101.144552775
Net income (USD): 37770.24162780839
EPS growth %: -39.01168776115787
Revenue growth %: -20.874101192706508
Smoothed growth %: -39.01168776115787
P/E ratio: 2.8170500105507488
P/B ratio: 2.1934269238596142
Pays dividend: no
Net asset value (USD): 14087621.873675287
Net cash (USD): -3528030.9453158122
Net cash to market cap %: -6.4799786778774155
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 5.698052608272143 (Safe Zone)
Piotroski F-score: 3 (Weak)
USA — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category:  (confidence: Low)
Market cap (USD): 1645891345.02
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)
USA — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 1229795218.47
Net income (USD): -412162239
P/B ratio: 0.7853103447342229
Pays dividend: no
Net asset value (USD): 1565999005
Net cash (USD): -28221112
Net cash to market cap %: -2.294781405566868
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)
USA — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 1516439216.76
Net income (USD): 396576634
P/E ratio: 3.82382391384158
P/B ratio: 0.812270268854522
Pays dividend: no
Net asset value (USD): 1866914591
Net cash (USD): -25036870
Net cash to market cap %: -1.6510302373670724
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 4 (Weak)
USA — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 1830822956.8200002
Net income (USD): 255332966
EPS growth %: -35.615731208208295
Revenue growth %: -35.12925457645886
Smoothed growth %: -35.615731208208295
P/E ratio: 7.170335211709404
P/B ratio: 0.9122117242912444
Pays dividend: no
Net asset value (USD): 2007015376
Net cash (USD): -40855703
Net cash to market cap %: -2.231548542026327
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
USA — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 1753768192
Net income (USD): 167897133
EPS growth %: -34.243848089713566
Revenue growth %: -33.56222291172773
EPS 2-year CAGR %: -34.933405196631284
Smoothed growth %: -34.243848089713566
P/E ratio: 10.625
P/B ratio: 0.889493559424594
Dividend yield: 0.12
Pays dividend: yes
Net asset value (USD): 2061740786
Net cash (USD): -139312623
Net cash to market cap %: -7.943616701197417
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
USB — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Medium)
Market cap (USD): 71468731680.64
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)
USB — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 57791847108.8
Net income (USD): 5838000000
P/E ratio: 9.899254386570743
P/B ratio: 1.128041987601499
Pays dividend: no
Net asset value (USD): 31238000000
Net cash (USD): -570031000000
Net cash to market cap %: -986.3519311415139
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 4 (Weak)
USB — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 60564609584.64001
Net income (USD): 5458000000
EPS growth %: -6.509078451524494
Revenue growth %: 15.83278200463116
Smoothed growth %: -6.509078451524494
P/E ratio: 11.096483983994137
P/B ratio: 1.085951652016998
Pays dividend: no
Net asset value (USD): 36733000000
Net cash (USD): -546528000000
Net cash to market cap %: -902.3883811819483
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 6 (Neutral)
USB — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 70035618490.88
Net income (USD): 6329000000
EPS growth %: 15.958226456577501
Revenue growth %: -2.420304858458573
EPS 2-year CAGR %: 4.1203219960073145
Smoothed growth %: 4.1203219960073145
P/E ratio: 11.065826906443355
P/B ratio: 1.186240150590786
PEG ratio: 2.685670420216282
Pays dividend: no
Net asset value (USD): 40495000000
Net cash (USD): -562776000000
Net cash to market cap %: -803.5568359738044
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
USB — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 81578410595.36
Net income (USD): 7596000000
EPS growth %: 20.018960341286142
Revenue growth %: 4.4082677885494785
EPS 2-year CAGR %: 17.97112266286971
Smoothed growth %: 17.97112266286971
P/E ratio: 10.73965384351764
P/B ratio: 1.242607280854214
PEG ratio: 0.5976061732474249
Pays dividend: no
Net asset value (USD): 47654000000
Net cash (USD): -579804000000
Net cash to market cap %: -710.7321603455927
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 6 (Neutral)