speb/financial-data huggingface dataset:
WLF.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): 9291772.979020981
Net income (USD): 1237522.3776223776
P/E ratio: 1.877091911031347
P/B ratio: 9.749315872385793
Pays dividend: no
Net asset value (USD): 953069.2307692309
Net cash (USD): 888693.7062937064
Net cash to market cap %: 9.564307138155486
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -12.881822630647214 (Distress Zone)
Piotroski F-score: 3 (Weak)
WLF.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): 12469772.496350363
Net income (USD): -193735.03649635034
P/E ratio: 11.946660018790896
P/B ratio: 15.444536847101364
Pays dividend: no
Net asset value (USD): 807390.510948905
Net cash (USD): 747754.7445255474
Net cash to market cap %: 5.9965387880524625
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -14.401408412409118 (Distress Zone)
Piotroski F-score: 1 (Weak)
WLF.V — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 21849513.43884892
Net income (USD): -1005475.5395683454
P/E ratio: 570.3076480481479
P/B ratio: 13.782022902859113
Pays dividend: no
Net asset value (USD): 1585363.309352518
Net cash (USD): 1520151.7985611511
Net cash to market cap %: 6.957371397837571
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.7866303650102608 (Distress Zone)
Piotroski F-score: 2 (Weak)
WLF.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): 13855302.773722626
Net income (USD): -820767.1532846715
P/B ratio: 17.563397507487807
Pays dividend: no
Net asset value (USD): 788873.7226277372
Net cash (USD): 718963.5036496351
Net cash to market cap %: 5.189085474286355
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -21.063721450823117 (Distress Zone)
Piotroski F-score: 2 (Weak)
WLF.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): 8193567.625899281
Net income (USD): -320977.69784172665
EPS growth %: -125.93712272568465
Smoothed growth %: -125.93712272568465
P/B ratio: 24.57182405853712
Pays dividend: no
Net asset value (USD): 444605.035971223
Net cash (USD): 377118.70503597124
Net cash to market cap %: 4.60261905746559
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -40.64684587695427 (Distress Zone)
Piotroski F-score: 2 (Weak)
WLII — Peter Lynch category analysis (quarterly, as of 2025-08-31)
Sector: Financial Services | Industry: Shell Companies
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): 9530
Net cash (USD): -15470
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
WLII — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Shell Companies
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 260948064
Net income (USD): 75360
Pays dividend: no
Net asset value (USD): 140651815
Net cash (USD): -3690498
Net cash to market cap %: -1.4142653305908413
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 30.44468706613044 (Safe Zone)
Piotroski F-score: 2 (Weak)
WLK — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 18471484836.48
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)
WLK — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14147335476.48
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)
WLK — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 12403582208.64
Net income (USD): -35000000
P/B ratio: 1.1357551697317094
Pays dividend: no
Net asset value (USD): 7119000000
Net cash (USD): -7310000000
Net cash to market cap %: -58.93458742030228
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8112578215919752 (Grey Zone)
Piotroski F-score: 1 (Weak)
WLK — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 9477254167.68
Net income (USD): -131000000
P/B ratio: 0.878255413555741
Pays dividend: no
Net asset value (USD): 6995000000
Net cash (USD): -7738000000
Net cash to market cap %: -81.6481215243617
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.598861148475547 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WLK — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 9679688419.199999
Net income (USD): -772000000
P/B ratio: 0.974007689595492
Pays dividend: no
Net asset value (USD): 6904000000
Net cash (USD): -7751000000
Net cash to market cap %: -80.07489150813596
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.5585185553043939 (Distress Zone)
Piotroski F-score: 4 (Weak)
WLK — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 9369630894.72
Net income (USD): -533000000
P/B ratio: 1.008029144133405
Pays dividend: no
Net asset value (USD): 6296000000
Net cash (USD): -7738000000
Net cash to market cap %: -82.58596402512013
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.4432913024092064 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WLK — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 9458035712
Net income (USD): -157000000
Revenue growth %: -6.816584680252986
Smoothed growth %: -6.816584680252986
P/B ratio: 1.6437560774809414
Dividend yield: 0.03
Pays dividend: yes
Net asset value (USD): 5987000000
Net cash (USD): -8180000000
Net cash to market cap %: -86.48730295680237
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.4380222677095118 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WLN.PA — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category:  (confidence: Medium)
Market cap (USD): 32508137961
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)
WLN.PA — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 22683339840.25532
Net income (USD): 322659574.4680851
P/E ratio: 70.30115215905045
P/B ratio: 2.0233570994619523
Pays dividend: no
Net asset value (USD): -3475957446.808511
Net cash (USD): -10008404255.31915
Net cash to market cap %: -44.12226914467679
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.5154395284310713 (Distress Zone)
Piotroski F-score: 4 (Weak)
WLN.PA — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 10162999475.199999
Net income (USD): -908111111.111111
EPS growth %: -381.4455801003773
Revenue growth %: 10.339054253263372
Smoothed growth %: 10.339054253263372
P/B ratio: 0.9563475803182703
Pays dividend: no
Net asset value (USD): -3230888888.888889
Net cash (USD): -11348777777.777777
Net cash to market cap %: -111.6676017298962
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7658952104508394 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WLN.PA — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 5154621615
Net income (USD): -309375000
Revenue growth %: -15.345604502863097
Smoothed growth %: -15.345604502863097
P/B ratio: 0.5365962275019247
Pays dividend: no
Net asset value (USD): -3075416666.666667
Net cash (USD): -8753333333.333334
Net cash to market cap %: -169.81524517456427
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.6955911485151893 (Distress Zone)
Piotroski F-score: 7 (Neutral)
WLN.PA — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 679463002.3529412
Net income (USD): -6066470588.235294
Revenue growth %: 9.327579702342865
Smoothed growth %: 9.327579702342865
P/B ratio: 0.2255702824315297
Pays dividend: no
Net asset value (USD): -2856823529.4117646
Net cash (USD): -9600352941.176472
Net cash to market cap %: -1412.9324051392061
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.1250372190635572 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WM.TO — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 576645638.1102362
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
WM.TO — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 242318369.24999994
Net income (USD): -23216388.970588233
P/B ratio: 1.1394043476164766
Pays dividend: no
Net asset value (USD): 212671094.11764705
Net cash (USD): -5272305.882352941
Net cash to market cap %: -2.175776396428907
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 5.957531630005651 (Safe Zone)
Piotroski F-score: 2 (Weak)
WM.TO — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 138700750.0757576
Net income (USD): -7901790.909090909
P/B ratio: 0.6185673125485944
Pays dividend: no
Net asset value (USD): 224229032.57575756
Net cash (USD): -4061307.5757575743
Net cash to market cap %: -2.9281078678661148
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.6525539098707585 (Grey Zone)
Piotroski F-score: 4 (Weak)
WM.TO — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 89622023.12587415
Net income (USD): -7143878.321678322
P/B ratio: 0.4399688504872652
Pays dividend: no
Net asset value (USD): 203700837.06293708
Net cash (USD): -7885010.489510488
Net cash to market cap %: -8.798072409541557
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.8116813781891714 (Grey Zone)
Piotroski F-score: 4 (Weak)
WM.TO — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 120274811.01459852
Net income (USD): -9029662.773722626
P/B ratio: 0.5644689823615411
Pays dividend: no
Net asset value (USD): 213076032.1167883
Net cash (USD): -5178476.642335765
Net cash to market cap %: -4.30553712672824
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.172291566709696 (Grey Zone)
Piotroski F-score: 4 (Weak)
WMB — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Energy | Industry: Oil & Gas Midstream
Lynch category: Cyclical (confidence: High)
Market cap (USD): 26135472923.050003
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)
WMB — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Energy | Industry: Oil & Gas Midstream
Lynch category: Cyclical (confidence: High)
Market cap (USD): 34720920743.35
Net income (USD): 2117000000
P/E ratio: 16.40100176823335
P/B ratio: 2.472119668447846
Pays dividend: no
Net asset value (USD): 4122000000
Net cash (USD): -34236000000
Net cash to market cap %: -98.60337591006173
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.6351358951513218 (Distress Zone)
Piotroski F-score: 4 (Weak)
WMB — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Energy | Industry: Oil & Gas Midstream
Lynch category: Cyclical (confidence: High)
Market cap (USD): 38842424896.4
Net income (USD): 3303000000
EPS growth %: 56.022673594709495
Revenue growth %: -3.920014094432699
Smoothed growth %: 56.022673594709495
P/E ratio: 11.759741113048744
P/B ratio: 2.6084497277818817
PEG ratio: 0.20991038732145187
Pays dividend: no
Net asset value (USD): 4809000000
Net cash (USD): -35586000000
Net cash to market cap %: -91.61631925636597
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7308115355765761 (Distress Zone)
Piotroski F-score: 6 (Neutral)
WMB — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas Midstream
Lynch category: Cyclical (confidence: High)
Market cap (USD): 63057790543.4
Net income (USD): 2346000000
EPS growth %: -28.973660308810175
Revenue growth %: -1.4119372879801961
EPS 2-year CAGR %: 5.269745958967098
Smoothed growth %: 5.269745958967098
P/E ratio: 26.878853599062236
P/B ratio: 4.2491772603369276
PEG ratio: 5.100597601545607
Pays dividend: no
Net asset value (USD): 5227000000
Net cash (USD): -39632000000
Net cash to market cap %: -62.85028330119333
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.9758739732064368 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WMB — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas Midstream
Lynch category: Cyclical (confidence: High)
Market cap (USD): 72450417218.6
Net income (USD): 2768000000
EPS growth %: 17.988064791133844
Revenue growth %: 11.131777178461824
EPS 2-year CAGR %: -8.456237954947543
Smoothed growth %: 17.988064791133844
P/E ratio: 26.174283677239885
P/B ratio: 4.831638360693565
Pays dividend: no
Net asset value (USD): 6044000000
Net cash (USD): -43515000000
Net cash to market cap %: -60.06176592290004
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.0987720304475783 (Distress Zone)
Piotroski F-score: 8 (Strong)
WOLF.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Building Products & Equipment
Lynch category: Cyclical (confidence: High)
Market cap (USD): 186367837.5
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
WOLF.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Building Products & Equipment
Lynch category: Cyclical (confidence: High)
Market cap (USD): 106798023.19148935
Net income (USD): 83904.21276595746
P/E ratio: 1272.8565070909124
P/B ratio: 2.607454879328436
Pays dividend: no
Net asset value (USD): 40944893.61702128
Net cash (USD): 29358510.638297874
Net cash to market cap %: 27.48975099066949
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 29.112116346795563 (Safe Zone)
Piotroski F-score: 2 (Weak)
WOLF.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Building Products & Equipment
Lynch category: Cyclical (confidence: High)
Market cap (USD): 139154651.99999997
Net income (USD): -1804222.2222222222
EPS growth %: -2250.3356777268414
Revenue growth %: 29.43557654282845
Smoothed growth %: 29.43557654282845
P/B ratio: 1.6842346970200253
Pays dividend: no
Net asset value (USD): 81234666.66666667
Net cash (USD): 63264000
Net cash to market cap %: 45.463086638310884
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 16.166220423374078 (Safe Zone)
Piotroski F-score: 3 (Weak)
WOLF.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Building Products & Equipment
Lynch category: Cyclical (confidence: High)
Market cap (USD): 127696481.25000001
Net income (USD): 4941458.333333334
Revenue growth %: 142.53722426829174
EPS 2-year CAGR %: 667.4245449829614
Smoothed growth %: 667.4245449829614
P/E ratio: 25.841861376955183
P/B ratio: 1.5478810874558226
PEG ratio: 0.03871877588441836
Pays dividend: no
Net asset value (USD): 75485208.33333334
Net cash (USD): -24804791.66666667
Net cash to market cap %: -19.424804367243805
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.0442519871002522 (Safe Zone)
Piotroski F-score: 7 (Neutral)
WOLF.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Industrials | Industry: Building Products & Equipment
Lynch category: Cyclical (confidence: High)
Market cap (USD): 200741308.23529413
Net income (USD): -563176.4705882353
EPS growth %: -111.3969689229037
Revenue growth %: 132.26441993075952
Smoothed growth %: -111.3969689229037
P/B ratio: 1.5555825254177273
Pays dividend: no
Net asset value (USD): 84318941.1764706
Net cash (USD): -46629058.823529415
Net cash to market cap %: -23.228432271087062
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.172141049646856 (Safe Zone)
Piotroski F-score: 2 (Weak)
WP.V — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 2484430.677165354
Pays dividend: no
Net cash (USD): 1240222.8346456692
Net cash to market cap %: 49.91980038101602
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
WP.V — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Asset Management
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 2126684.838235294
Net income (USD): 471311.0294117647
P/E ratio: 4.5122747093136635
P/B ratio: 1.133975324014919
Pays dividend: no
Net asset value (USD): 1867961.0294117646
Net cash (USD): 508797.794117647
Net cash to market cap %: 23.924456739901494
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.5081974662315334 (Grey Zone)
Piotroski F-score: 3 (Weak)
WP.V — 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): 2191129.833333333
Net income (USD): 323087.8787878788
EPS growth %: -31.449115631535445
Revenue growth %: 31.35430522522875
Smoothed growth %: -31.449115631535445
P/E ratio: 6.781838555979704
P/B ratio: 1.0403514177496576
Pays dividend: no
Net asset value (USD): 2098367.4242424243
Net cash (USD): 830304.5454545455
Net cash to market cap %: 37.893899887776875
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.2587659949023347 (Safe Zone)
Piotroski F-score: 8 (Strong)
WP.V — 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): 3309678.62937063
Net income (USD): 286446.85314685316
EPS growth %: -11.340885265795455
Revenue growth %: -2.708960972161329
EPS 2-year CAGR %: -22.040646986042223
Smoothed growth %: -11.340885265795455
P/E ratio: 11.55425026671126
P/B ratio: 1.616930768568512
Pays dividend: no
Net asset value (USD): 2041146.153846154
Net cash (USD): 1023845.4545454545
Net cash to market cap %: 30.93489033828488
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.859116962889749 (Safe Zone)
Piotroski F-score: 6 (Neutral)
WP.V — 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): 2878856.715328467
Net income (USD): 172291.2408759124
EPS growth %: -39.852283597061
Revenue growth %: -4.773597947719878
EPS 2-year CAGR %: -26.97505022549782
Smoothed growth %: -39.852283597061
P/E ratio: 16.709245929698056
P/B ratio: 1.329682032049648
Pays dividend: no
Net asset value (USD): 2160276.6423357665
Net cash (USD): 1233242.3357664233
Net cash to market cap %: 42.83791997010573
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.277397943123671 (Safe Zone)
Piotroski F-score: 6 (Neutral)
WPG.V — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 24108342.93333333
Pays dividend: no
Net cash (USD): 92494.07407407407
Net cash to market cap %: 0.3836600231291194
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
WPG.V — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 30346165.930069935
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)
WPG.V — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 43622613.52447553
Net income (USD): -1095974.1258741259
P/B ratio: 4.7535670107586405
Pays dividend: no
Net asset value (USD): 9176816.783216784
Net cash (USD): 960304.195804196
Net cash to market cap %: 2.201390788439106
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 130.91869256298276 (Safe Zone)
Piotroski F-score: 1 (Weak)
WPG.V — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 37614294.175182484
Net income (USD): -3825605.1094890507
P/B ratio: 3.73382338072576
Pays dividend: no
Net asset value (USD): 10073935.036496349
Net cash (USD): 4618892.700729927
Net cash to market cap %: 12.27962082504641
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 102.68532741484287 (Safe Zone)
Piotroski F-score: 3 (Weak)
WPG.V — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 45853547.9352518
Net income (USD): -5639274.820143885
P/B ratio: 4.993726280528838
Pays dividend: no
Net asset value (USD): 9182230.935251798
Net cash (USD): 3025679.1366906473
Net cash to market cap %: 6.598571480146102
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 97.70798138796341 (Safe Zone)
Piotroski F-score: 2 (Weak)
WPG.V — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 137589128.69343063
Net income (USD): -6904625.547445255
P/B ratio: 11.281222838094012
Pays dividend: no
Net asset value (USD): 12196295.620437955
Net cash (USD): 3547883.211678832
Net cash to market cap %: 2.578607223819297
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 192.18325620019488 (Safe Zone)
Piotroski F-score: 3 (Weak)
WPG.V — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Basic Materials | Industry: Other Precious Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 127804558.27338131
Net income (USD): -419389.928057554
P/B ratio: 5.406479424231295
Pays dividend: no
Net asset value (USD): 24721857.553956836
Net cash (USD): 14156966.18705036
Net cash to market cap %: 11.077043243455991
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 156.2039558101739 (Safe Zone)
Piotroski F-score: 3 (Weak)
WSBN.L — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4336016.442567567
Net income (USD): -1675887.8378378379
P/B ratio: 0.7359319280914955
Pays dividend: no
Net asset value (USD): 5891871.621621622
Net cash (USD): 3874047.2972972975
Net cash to market cap %: 89.34577044646271
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 11.041150233959632 (Safe Zone)
Piotroski F-score: 1 (Weak)
WSBN.L — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2218858.3463855423
Net income (USD): -1373746.9879518072
P/B ratio: 0.31078235703886975
Pays dividend: no
Net asset value (USD): 7139589.156626507
Net cash (USD): 994250.6024096387
Net cash to market cap %: 44.8091066304095
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.9398537476720537 (Distress Zone)
Piotroski F-score: 3 (Weak)
WSBN.L — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 648892.2816455696
Net income (USD): -1607546.8354430378
P/B ratio: 0.08206523188625282
Pays dividend: no
Net asset value (USD): -66577.21518987342
Net cash (USD): -1126292.405063291
Net cash to market cap %: -173.57155215455026
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -2.6415334934429464 (Distress Zone)
Piotroski F-score: 1 (Weak)
WSBN.L — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 90184.010625
Net income (USD): -1827711.25
P/B ratio: 0.013080492378573342
Pays dividend: no
Net asset value (USD): 6894542.5
Net cash (USD): -626485
Net cash to market cap %: -694.6741397485947
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -3.9131863779931395 (Distress Zone)
Piotroski F-score: 1 (Weak)
WSBN.L — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 11545605.405405406
Net income (USD): -1631920.2702702703
P/B ratio: 0.023156903578741405
Pays dividend: no
Net asset value (USD): 16619386.486486487
Net cash (USD): 4183609.4594594594
Net cash to market cap %: 36.23551396881088
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 15.413783182687041 (Safe Zone)
Piotroski F-score: 3 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2024-11-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3213893.7714285715
Net income (USD): -430398.5714285715
P/B ratio: 0.9978291862930339
Pays dividend: no
Net asset value (USD): 3220885.7142857146
Net cash (USD): 2734996.428571429
Net cash to market cap %: 85.099154579578
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -6.138690930167737 (Distress Zone)
Piotroski F-score: 1 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2025-02-28)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3515196.3125
Net income (USD): -558669.4444444445
P/B ratio: 1.3663201274253958
Pays dividend: no
Net asset value (USD): 2572747.2222222225
Net cash (USD): 2146208.3333333335
Net cash to market cap %: 61.055148632849885
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 31.500208624756677 (Safe Zone)
Piotroski F-score: 3 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2025-05-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3260471.942028986
Net income (USD): 330873.9130434783
P/E ratio: 2.4635305274131314
P/B ratio: 1.0478234355893086
Pays dividend: no
Net asset value (USD): 3111661.594202899
Net cash (USD): 2675436.231884058
Net cash to market cap %: 82.05671692482466
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 34.026372605681445 (Safe Zone)
Piotroski F-score: 4 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2025-11-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 6026050.821428572
Net income (USD): -50312.857142857145
P/B ratio: 1.574431427972105
Pays dividend: no
Net asset value (USD): 3827445.7142857146
Net cash (USD): 3678252.142857143
Net cash to market cap %: 61.039182241499155
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 13.061931409455058 (Safe Zone)
Piotroski F-score: 1 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2026-02-28)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 9031745.270072993
Net income (USD): 224480.2919708029
P/E ratio: 10.058505794405894
P/B ratio: 2.022915606584114
Pays dividend: no
Net asset value (USD): 4464716.788321167
Net cash (USD): 4315156.204379562
Net cash to market cap %: 47.77765620425528
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 92.56136338194972 (Safe Zone)
Piotroski F-score: 4 (Weak)
WSK.V — Peter Lynch category analysis (quarterly, as of 2026-05-31)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4483148.550724638
Net income (USD): -30498.550724637684
P/E ratio: 12.88268398142675
P/B ratio: 1.3853957213762864
Pays dividend: no
Net asset value (USD): 4412735.507246377
Net cash (USD): 4274763.043478262
Net cash to market cap %: 95.35180454342309
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 22.577555628453702 (Safe Zone)
Piotroski F-score: 1 (Weak)
WSR.AX — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 76647647.71428572
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
WSR.AX — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 22201387.613793105
Net income (USD): -1611531.0344827587
P/B ratio: 5.621168784295237
Pays dividend: no
Net asset value (USD): 3949603.4482758623
Net cash (USD): 1416980.6896551724
Net cash to market cap %: 6.382396966822207
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
WSR.AX — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 17766011.05960265
Net income (USD): -2312837.7483443706
P/B ratio: 4.899613370241143
Pays dividend: no
Net asset value (USD): 3626002.6490066224
Net cash (USD): 1702482.7814569536
Net cash to market cap %: 9.582808294700177
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 2 (Weak)
WSR.AX — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3576890.226666667
Net income (USD): -1945095.3333333333
P/B ratio: 1.5860113789573538
Pays dividend: no
Net asset value (USD): 2255274
Net cash (USD): 809172.6666666666
Net cash to market cap %: 22.622239302567056
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
WSR.AX — Peter Lynch category analysis (annual, as of 2025-06-30)
Sector: Basic Materials | Industry: Gold
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2104052.9411764704
Net income (USD): -850933.3333333334
P/B ratio: 0
Pays dividend: no
Net asset value (USD): 2312769.2810457516
Net cash (USD): 748028.1045751635
Net cash to market cap %: 35.551772008023114
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)
WTBA — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 298502610.53000003
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)
WTBA — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 343967640.2
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)
WTBA — 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): 320468860.82
Net income (USD): 7842000
P/E ratio: 10.216426320453966
P/B ratio: 1.3472267168615186
Pays dividend: no
Net asset value (USD): 237873000
Net cash (USD): -3538186000
Net cash to market cap %: -1104.0654592607418
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 4 (Weak)
WTBA — 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): 319447174.76000005
Net income (USD): 7979000
P/E ratio: 20.191339027874346
P/B ratio: 1.325892063088864
Pays dividend: no
Net asset value (USD): 240930000
Net cash (USD): -3470538000
Net cash to market cap %: -1086.4200012435256
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 6 (Neutral)
WTBA — 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): 335113027.68
Net income (USD): 9314000
P/E ratio: 13.332525469663816
P/B ratio: 1.3134836641281213
Pays dividend: no
Net asset value (USD): 255133000
Net cash (USD): -3497415000
Net cash to market cap %: -1043.652353420198
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 6 (Neutral)
WTBA — 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): 370361196.75
Net income (USD): 7425000
P/E ratio: 11.374729629914004
P/B ratio: 1.3924138457055848
Pays dividend: no
Net asset value (USD): 265985000
Net cash (USD): -3405173000
Net cash to market cap %: -919.4194828943024
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 5 (Neutral)
WTBA — 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): 424340256
Net income (USD): 10572000
EPS growth %: 34.81254781943382
Revenue growth %: 16.596785464709992
Smoothed growth %: 34.81254781943382
P/E ratio: 11.371980676328503
P/B ratio: 1.4805239564457806
PEG ratio: 0.3266632690980517
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): 270743000
Net cash (USD): -3378252000
Net cash to market cap %: -796.1186694481328
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 6 (Neutral)
WTBA — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 464356288
Net income (USD): 11073000
EPS growth %: 38.776789071312194
Revenue growth %: 17.963135199120657
Smoothed growth %: 38.776789071312194
P/E ratio: 11.791111111111112
P/B ratio: 1.6074306314714528
PEG ratio: 0.3040765208647562
Dividend yield: 0.04
Pays dividend: yes
Net asset value (USD): 281042000
Net cash (USD): -3314923000
Net cash to market cap %: -713.8749028849159
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 7 (Neutral)
WTC.AX — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Technology | Industry: Software - Application
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 7980693469.729322
Net income (USD): 61067346.4962406
P/E ratio: 130.68675695972195
P/B ratio: 12.77327163480988
Pays dividend: no
Net asset value (USD): 113830437.72932331
Net cash (USD): 12767086.315789491
Net cash to market cap %: 0.15997464837128378
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 29.976168326986947 (Safe Zone)
Piotroski F-score: 1 (Weak)
WTC.AX — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Technology | Industry: Software - Application
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 8692474215.517242
Net income (USD): 92369615.09655173
EPS growth %: 51.25860283161009
Revenue growth %: 4.632586754374514
Smoothed growth %: 51.25860283161009
P/E ratio: 94.10534196154447
P/B ratio: 13.931196837392541
PEG ratio: 1.8358936210315842
Pays dividend: no
Net asset value (USD): 167944754.71724138
Net cash (USD): 64521148.703448296
Net cash to market cap %: 0.7422644819385178
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 33.039102961613324 (Safe Zone)
Piotroski F-score: 7 (Neutral)
WTC.AX — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Technology | Industry: Software - Application
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 17635706164.03311
Net income (USD): 93021123.11258279
EPS growth %: 0.7053271959074973
Revenue growth %: 19.376469601136957
EPS 2-year CAGR %: 23.4202053529045
Smoothed growth %: 23.4202053529045
P/E ratio: 189.58818786447833
P/B ratio: 21.182926212768468
PEG ratio: 8.09506940727854
Pays dividend: no
Net asset value (USD): -130457522.33112583
Net cash (USD): -271567322.19205296
Net cash to market cap %: -1.5398721189055478
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 32.52602871611253 (Safe Zone)
Piotroski F-score: 2 (Weak)
WTC.AX — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Technology | Industry: Software - Application
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 22355730152.873333
Net income (USD): 117103688.89999999
EPS growth %: 25.88935177472567
Revenue growth %: 29.62321355333736
EPS 2-year CAGR %: 12.595418916377099
Smoothed growth %: 12.595418916377099
P/E ratio: 190.90543058779198
P/B ratio: 22.66646207573308
PEG ratio: 15.156735306323844
Pays dividend: no
Net asset value (USD): -78514725.96666667
Net cash (USD): -219235216.66000003
Net cash to market cap %: -0.9806667693733198
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 50.257170969607905 (Safe Zone)
Piotroski F-score: 6 (Neutral)
WTC.AX — Peter Lynch category analysis (annual, as of 2025-06-30)
Sector: Technology | Industry: Software - Application
Lynch category:  (confidence: Medium)
Market cap (USD): 6594766138.562092
P/E ratio: 102.94591266458275
Dividend yield: 0.01
Pays dividend: yes
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
WULF — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category:  (confidence: Medium)
Market cap (USD): 2319092778.6
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)
WULF — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category:  (confidence: Medium)
Market cap (USD): 2804714770.7000003
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
WULF — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1352804120.85
Net income (USD): -61418000
P/B ratio: 7.940156248569332
Pays dividend: no
Net asset value (USD): 170375000
Net cash (USD): -452625000
Net cash to market cap %: -33.45828069444412
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.5174376561554197 (Distress Zone)
Piotroski F-score: 3 (Weak)
WULF — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: High)
Market cap (USD): 2170432985.1
Net income (USD): -18370000
P/B ratio: 12.44999762005828
Pays dividend: no
Net asset value (USD): 118875000
Net cash (USD): -605083000
Net cash to market cap %: -27.878446565910515
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.1542042948736588 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WULF — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: High)
Market cap (USD): 5658982805.9
Net income (USD): -455050000
P/B ratio: 22.87927519456944
Pays dividend: no
Net asset value (USD): 191884000
Net cash (USD): -1495789000
Net cash to market cap %: -26.43211777283552
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.0570978515936431 (Distress Zone)
Piotroski F-score: 5 (Neutral)
WULF — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: High)
Market cap (USD): 5693670091.05
Net income (USD): -126578000
P/B ratio: 40.540212118978964
Pays dividend: no
Net asset value (USD): 84988000
Net cash (USD): -3151348000
Net cash to market cap %: -55.34827184584632
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.6008748793033685 (Distress Zone)
Piotroski F-score: 4 (Weak)
WULF — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Turnaround (confidence: High)
Market cap (USD): 9147532288
Net income (USD): -427634000
Revenue growth %: -1.1422758320011626
Smoothed growth %: -1.1422758320011626
Pays dividend: no
Net asset value (USD): -134231000
Net cash (USD): -4456411000
Net cash to market cap %: -48.71708412383578
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.5138348224903502 (Distress Zone)
Piotroski F-score: 4 (Weak)
XCUR — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Market cap (USD): 193130291.1
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
XCUR — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 36650137.75
Net income (USD): -2582000
P/B ratio: 2.456114311084305
Pays dividend: no
Net asset value (USD): 14922000
Net cash (USD): 171000
Net cash to market cap %: 0.46657396260400136
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: -7.55925193108685 (Distress Zone)
Piotroski F-score: 1 (Weak)
XCUR — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 18484417.3
Net income (USD): -16914000
Revenue growth %: -100
Smoothed growth %: -100
P/B ratio: 6.0984550643352025
Pays dividend: no
Net asset value (USD): 3031000
Net cash (USD): -7733000
Net cash to market cap %: -41.83523816030706
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: -25.41485507197662 (Distress Zone)
Piotroski F-score: 2 (Weak)
XCUR — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 87131718.79
Net income (USD): -9701000
P/B ratio: 12.86646762994684
Pays dividend: no
Net asset value (USD): 6772000
Net cash (USD): 4224000
Net cash to market cap %: 4.847832750987557
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: -12.424470875596194 (Distress Zone)
Piotroski F-score: 6 (Neutral)
XCUR — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 34546738.54
Net income (USD): -4946000
Revenue growth %: -100
Smoothed growth %: -100
P/B ratio: 8.799474921039225
Pays dividend: no
Net asset value (USD): -4257000
Net cash (USD): -6369000
Net cash to market cap %: -18.43589371721919
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: -20.626988689932706 (Distress Zone)
Piotroski F-score: 3 (Weak)
XFLT — Peter Lynch category analysis (annual, as of 2022-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 257706557.28000003
Net income (USD): -36683444
P/B ratio: 1.1362681300922213
Pays dividend: no
Net asset value (USD): 226800832
Net cash (USD): -177052191
Net cash to market cap %: -68.70302132344716
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
XFLT — Peter Lynch category analysis (annual, as of 2023-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 347111846.36
Net income (USD): 46626591
P/E ratio: 7.444504067646721
P/B ratio: 1.163709841646723
Pays dividend: no
Net asset value (USD): 298280408
Net cash (USD): -243600621
Net cash to market cap %: -70.17928761421601
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 5 (Neutral)
XFLT — Peter Lynch category analysis (annual, as of 2024-09-30)
Sector: Financial Services | Industry: Asset Management
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 393566042.56
Net income (USD): 48864119
EPS growth %: 4.798823915735122
Revenue growth %: 8.883436917806716
Smoothed growth %: 4.798823915735122
P/E ratio: 8.054295270523552
P/B ratio: 0.8613412431124726
PEG ratio: 1.6783894162304829
Pays dividend: no
Net asset value (USD): 456922324
Net cash (USD): -335657287
Net cash to market cap %: -85.28614024133657
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 3 (Weak)