speb/financial-data huggingface dataset:
UCU.V — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 58309647
Net income (USD): -4021261.0294117643
P/B ratio: 1.6444873440133503
Pays dividend: no
Net asset value (USD): 29509736.76470588
Net cash (USD): -2025977.9411764706
Net cash to market cap %: -3.4745158741510997
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 7.217386127397855 (Safe Zone)
Piotroski F-score: 2 (Weak)
UCU.V — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 76862716.5
Net income (USD): -5761702.2727272725
P/B ratio: 2.067373837745441
Pays dividend: no
Net asset value (USD): 31061961.363636363
Net cash (USD): -8558186.363636363
Net cash to market cap %: -11.134379258683062
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.0369190869886236 (Safe Zone)
Piotroski F-score: 2 (Weak)
UCU.V — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 61163965.384615384
Net income (USD): -9419579.02097902
P/B ratio: 2.1002560087459927
Pays dividend: no
Net asset value (USD): 23853878.32167832
Net cash (USD): -13834348.251748253
Net cash to market cap %: -22.618461973081974
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.23713297747827689 (Distress Zone)
Piotroski F-score: 2 (Weak)
UCU.V — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 463923468.8321168
Net income (USD): -28660455.47445255
P/B ratio: 8.931750806270985
Pays dividend: no
Net asset value (USD): 46835569.34306569
Net cash (USD): 9993058.394160584
Net cash to market cap %: 2.1540316594280426
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 28.1019741178872 (Safe Zone)
Piotroski F-score: 4 (Weak)
UEL.NS — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Technology | Industry: Solar
Lynch category:  (confidence: Low)
Market cap (USD): 1622341184.584993
Pays dividend: no
Net cash (USD): 522708.6904918898
Net cash to market cap %: 0.03221940584745758
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UEL.NS — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 631876685.5841656
Net income (USD): -2199390.986601705
P/B ratio: 104.35041001575004
Pays dividend: no
Net asset value (USD): 6048708.891595615
Net cash (USD): -30588294.762484778
Net cash to market cap %: -4.840864595946615
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 11.66420195153083 (Safe Zone)
Piotroski F-score: 2 (Weak)
UEL.NS — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 800130842.1305182
Net income (USD): 3472322.820482072
Revenue growth %: -11.630911702632739
Smoothed growth %: -11.630911702632739
P/E ratio: 230.4310064176101
P/B ratio: 74.85551331371968
Pays dividend: no
Net asset value (USD): 10688619.738577766
Net cash (USD): -619882.4799136585
Net cash to market cap %: -0.07747263913275607
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 186.45997566891404 (Safe Zone)
Piotroski F-score: 8 (Strong)
UEL.NS — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 120383393.12195122
Net income (USD): 1034650.4559270516
EPS growth %: -70.2029301589128
Revenue growth %: -2.483533885499348
Smoothed growth %: -70.2029301589128
P/E ratio: 116.35175187168612
P/B ratio: 12.045943719032016
Pays dividend: no
Net asset value (USD): 9992787.000233809
Net cash (USD): -1469850.3624035537
Net cash to market cap %: -1.220974358908924
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 23.213119311498193 (Safe Zone)
Piotroski F-score: 4 (Weak)
UEL.NS — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 169617113.69224247
Net income (USD): 335163.20474777446
EPS growth %: -67.60614149176915
Revenue growth %: -43.63334627588148
EPS 2-year CAGR %: -68.9316549460379
Smoothed growth %: -67.60614149176915
P/E ratio: 17.394228740240553
P/B ratio: 19.7550494480146
Pays dividend: no
Net asset value (USD): 9395877.490462061
Net cash (USD): -1165938.9571852481
Net cash to market cap %: -0.687394645389826
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 34.01412705773145 (Safe Zone)
Piotroski F-score: 6 (Neutral)
UGP — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2522418093.3599997
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)
UGP — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2404847758.5
Net income (USD): 348497916.6666666
P/E ratio: 6.900608708086491
P/B ratio: 1.042926450802992
Pays dividend: no
Net asset value (USD): 1854240909.090909
Net cash (USD): -3432559469.69697
Net cash to market cap %: -142.7350008982687
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 4.732877992295553 (Safe Zone)
Piotroski F-score: 4 (Weak)
UGP — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Market cap (USD): 5504429313.900001
Net income (USD): 519124329.89690727
EPS growth %: 48.96052603764699
Revenue growth %: -4.463096175029559
Smoothed growth %: 48.96052603764699
P/E ratio: 10.603296738168915
P/B ratio: 1.902837723890161
PEG ratio: 0.21656827645225402
Pays dividend: no
Net asset value (USD): 2258263505.1546392
Net cash (USD): -3712067216.4948454
Net cash to market cap %: -67.4378215216787
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 4.5647558175634 (Safe Zone)
Piotroski F-score: 8 (Strong)
UGP — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2736182338.56
Net income (USD): 408721682.84789646
EPS growth %: -21.26709165623881
Revenue growth %: -16.882471950754084
EPS 2-year CAGR %: 8.296331624670072
Smoothed growth %: 8.296331624670072
P/E ratio: 6.69448784682719
P/B ratio: 1.068642632558424
PEG ratio: 0.8069214382559612
Pays dividend: no
Net asset value (USD): 2144075728.15534
Net cash (USD): -3132056634.3042073
Net cash to market cap %: -114.46812553992831
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 4.3786680337471395 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UGP — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Energy | Industry: Oil & Gas Refining & Marketing
Lynch category: Cyclical (confidence: High)
Market cap (USD): 4029456022.02
Net income (USD): 463851824.81751823
EPS growth %: 13.488430950245956
Revenue growth %: 20.26721906416225
EPS 2-year CAGR %: -5.473420499401415
Smoothed growth %: 13.488430950245956
P/E ratio: 8.686946577401542
P/B ratio: 1.245383564523987
Pays dividend: no
Net asset value (USD): 2253612043.7956204
Net cash (USD): -4487498905.109489
Net cash to market cap %: -111.36736275532965
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.806715318380589 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UKR.L — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Defensive | Industry: Packaged Foods
Lynch category: Asset Play (confidence: High)
Market cap (USD): 26806.11418918919
Net income (USD): 593243.2432432432
P/E ratio: 0.04518570501138953
P/B ratio: 0.0033355514545148814
Pays dividend: no
Net asset value (USD): 6943243.243243244
Net cash (USD): -23020270.270270273
Net cash to market cap %: -85876.93877523758
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.523026624826563 (Grey Zone)
Piotroski F-score: 3 (Weak)
UKR.L — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Defensive | Industry: Packaged Foods
Lynch category: Speculative (confidence: Low)
Market cap (USD): 14339.656265060241
Net income (USD): -968674.6987951808
EPS growth %: -263.28457337321953
Revenue growth %: -32.92286584058654
Smoothed growth %: -32.92286584058654
P/B ratio: 0.0025907520026121032
Pays dividend: no
Net asset value (USD): 4714457.831325301
Net cash (USD): -14455421.686746988
Net cash to market cap %: -100807.30960036203
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.993467879725441 (Safe Zone)
Piotroski F-score: 5 (Neutral)
UKR.L — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Defensive | Industry: Packaged Foods
Lynch category: Asset Play (confidence: High)
Market cap (USD): 15065.71481012658
Net income (USD): 493670.88607594935
Revenue growth %: -0.6289466947205474
EPS 2-year CAGR %: -8.777418611033738
Smoothed growth %: -0.6289466947205474
P/E ratio: 0.030517729999999996
P/B ratio: 0.0026250363255403615
Pays dividend: no
Net asset value (USD): 5105063.29113924
Net cash (USD): -14958227.848101266
Net cash to market cap %: -99286.5458866043
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.065990564197212 (Safe Zone)
Piotroski F-score: 8 (Strong)
UKR.L — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Packaged Foods
Lynch category: Speculative (confidence: Low)
Market cap (USD): 14877.393374999998
Net income (USD): -2547500
EPS growth %: -616.0320512820513
Revenue growth %: -1.0097453503460214
Smoothed growth %: -1.0097453503460214
P/B ratio: 0.006032394678155093
Pays dividend: no
Net asset value (USD): 2043750
Net cash (USD): -17277500
Net cash to market cap %: -116132.57487049543
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.8451556222057346 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UKR.L — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Defensive | Industry: Packaged Foods
Lynch category: Speculative (confidence: Low)
Market cap (USD): 3216733.7837837837
Net income (USD): -229729.72972972973
Revenue growth %: 23.00278272987404
Smoothed growth %: 23.00278272987404
P/B ratio: 0.019027841247002387
Pays dividend: no
Net asset value (USD): 1947297.2972972973
Net cash (USD): -20125675.675675675
Net cash to market cap %: -625.6556192847958
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.081904334141394 (Safe Zone)
Piotroski F-score: 7 (Neutral)
ULC.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Cyclical | Industry: Leisure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 19215000
Net income (USD): -241595.94318181818
P/B ratio: 17.182852039641055
Pays dividend: no
Net asset value (USD): -3642742.2045454546
Net cash (USD): -19683213.159090906
Net cash to market cap %: -102.43670652662456
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.8901450649779904 (Distress Zone)
Piotroski F-score: 2 (Weak)
ULC.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Cyclical | Industry: Leisure
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 27572553.191489365
Net income (USD): 473474.3085106383
Revenue growth %: 16.378117686553733
Smoothed growth %: 16.378117686553733
P/E ratio: 58.23452866581429
P/B ratio: 11.686467948285104
Pays dividend: no
Net asset value (USD): -2277949.6914893617
Net cash (USD): -23527067.117021278
Net cash to market cap %: -85.32785104675479
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.2798178880471485 (Distress Zone)
Piotroski F-score: 8 (Strong)
ULC.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Cyclical | Industry: Leisure
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 17248000
Net income (USD): 702496.1888888888
EPS growth %: 48.37049788375259
Revenue growth %: 16.021069023273622
Smoothed growth %: 48.37049788375259
P/E ratio: 24.552446365980288
P/B ratio: 5.750415092901479
PEG ratio: 0.5075913509301986
Pays dividend: no
Net asset value (USD): -1634927.288888889
Net cash (USD): -19435006.155555554
Net cash to market cap %: -112.67976667182023
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.4504508004234868 (Distress Zone)
Piotroski F-score: 7 (Neutral)
ULC.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Cyclical | Industry: Leisure
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 11910937.5
Net income (USD): 162708.89583333334
EPS growth %: -76.8384656875244
Revenue growth %: -15.186648679480438
EPS 2-year CAGR %: -41.3784307810374
Smoothed growth %: -76.8384656875244
P/E ratio: 73.20397227820084
P/B ratio: 3.8552899510823
Pays dividend: no
Net asset value (USD): -1480062.3229166667
Net cash (USD): -24578803.031249996
Net cash to market cap %: -206.35489885871704
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.9924027323076319 (Distress Zone)
Piotroski F-score: 7 (Neutral)
ULC.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Cyclical | Industry: Leisure
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 11088000
Net income (USD): 1307715.9764705882
EPS growth %: 703.7151071384035
Revenue growth %: 8.34579765914433
EPS 2-year CAGR %: 36.43780645935762
Smoothed growth %: 36.43780645935762
P/E ratio: 8.478905358276304
P/B ratio: 2.289072919468537
PEG ratio: 0.23269527400705622
Pays dividend: no
Net asset value (USD): -173106.0823529412
Net cash (USD): -27021408.223529413
Net cash to market cap %: -243.69956911552498
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.0457150386217118 (Distress Zone)
Piotroski F-score: 6 (Neutral)
ULCC — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Airlines
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3118241275.9500003
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)
ULCC — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Airlines
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2359936470.45
Net income (USD): -37000000
P/B ratio: 4.636417427210215
Pays dividend: no
Net asset value (USD): 481000000
Net cash (USD): -3229000000
Net cash to market cap %: -136.82571715094875
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.9637463022043177 (Distress Zone)
Piotroski F-score: 1 (Weak)
ULCC — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Airlines
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1254649769.1
Net income (USD): -11000000
Revenue growth %: 7.907396271797955
Smoothed growth %: 7.907396271797955
P/B ratio: 2.474654376923077
Pays dividend: no
Net asset value (USD): 479000000
Net cash (USD): -3877000000
Net cash to market cap %: -309.0105378795148
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.7266110306667309 (Distress Zone)
Piotroski F-score: 2 (Weak)
ULCC — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Airlines
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1633802171.8500001
Net income (USD): 85000000
Revenue growth %: 5.182502089718585
Smoothed growth %: 5.182502089718585
P/E ratio: 19.221202021764707
P/B ratio: 2.704970483195364
Pays dividend: no
Net asset value (USD): 577000000
Net cash (USD): -4809000000
Net cash to market cap %: -294.34408172897906
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.6977707451409678 (Distress Zone)
Piotroski F-score: 4 (Weak)
ULCC — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Industrials | Industry: Airlines
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1082307767.85
Net income (USD): -137000000
EPS growth %: -261.1764705882353
Revenue growth %: -1.3509933774834437
Smoothed growth %: -1.3509933774834437
P/B ratio: 2.2042928062118126
Pays dividend: no
Net asset value (USD): 464000000
Net cash (USD): -6058000000
Net cash to market cap %: -559.7298827517604
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.36532808854234106 (Distress Zone)
Piotroski F-score: 1 (Weak)
ULT.V — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2749573.3956834534
Net income (USD): -2771321.582733813
P/B ratio: 0.589575917690608
Pays dividend: no
Net asset value (USD): 4663646.043165468
Net cash (USD): -2139851.0791366906
Net cash to market cap %: -77.8248393913047
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -3.2407141987668644 (Distress Zone)
Piotroski F-score: 1 (Weak)
ULT.V — Peter Lynch category analysis (quarterly, as of 2025-01-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2635797.9448275864
Net income (USD): -205517.24137931035
P/B ratio: 0.5835794015585095
Pays dividend: no
Net asset value (USD): 4516605.517241379
Net cash (USD): -1751285.5172413795
Net cash to market cap %: -66.44232805014707
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -3.295988954834762 (Distress Zone)
Piotroski F-score: 4 (Weak)
ULT.V — Peter Lynch category analysis (quarterly, as of 2025-04-30)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1384748.9202898552
Net income (USD): -183021.01449275363
P/B ratio: 0.32582416422619404
Pays dividend: no
Net asset value (USD): 4249988.405797102
Net cash (USD): -2025602.8985507248
Net cash to market cap %: -146.27943512869658
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -4.047900539141694 (Distress Zone)
Piotroski F-score: 3 (Weak)
ULT.V — Peter Lynch category analysis (quarterly, as of 2025-07-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2077123.1884057974
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)
UMAEXPORTS.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category:  (confidence: Low)
Market cap (USD): 45363810.36669852
P/B ratio: 1.9269478877112654
Pays dividend: no
Net asset value (USD): 23223423.31581462
Net cash (USD): -9874498.327759197
Net cash to market cap %: -21.76734768957602
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UMAEXPORTS.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 45175670.974472545
Net income (USD): 253327.8936939037
P/E ratio: 44.58221153200202
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)
UMAEXPORTS.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 32945744.019138757
Net income (USD): -624479.7755436053
P/B ratio: 1.4476274868394614
Pays dividend: no
Net asset value (USD): 22440928.220715452
Net cash (USD): -23758931.494037874
Net cash to market cap %: -72.11532840246649
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.2680206091984787 (Grey Zone)
Piotroski F-score: 2 (Weak)
UMAEXPORTS.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): 21130154.695764102
Net income (USD): 51088.2284109525
P/E ratio: 103.40031036990379
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)
UMAEXPORTS.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Turnaround (confidence: High)
Market cap (USD): 17400436.74746336
Net income (USD): -138940.2480270575
P/B ratio: 0.7927367110095277
Pays dividend: no
Net asset value (USD): 21645670.80045096
Net cash (USD): -23393291.995490417
Net cash to market cap %: -134.44083234807712
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.59731214006265 (Distress Zone)
Piotroski F-score: 1 (Weak)
UMAEXPORTS.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): 14594306.700456724
Net income (USD): 141862.53759607888
EPS growth %: -44.0004274588524
Revenue growth %: 8.270079004842568
Smoothed growth %: -44.0004274588524
P/E ratio: 25.719099185316058
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)
UMAEXPORTS.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Consumer Defensive | Industry: Farm Products
Lynch category: Turnaround (confidence: High)
Market cap (USD): 7176885.799067401
Net income (USD): 39094.95548961424
Revenue growth %: -47.852751038816514
Smoothed growth %: -47.852751038816514
P/E ratio: 0.7820215235281706
P/B ratio: 0.3159097795942501
Pays dividend: no
Net asset value (USD): 20639677.829588808
Net cash (USD): -17478582.026282325
Net cash to market cap %: -243.5399212922348
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.360242961217627 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNCY — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Market cap (USD): 111763550.16
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)
UNCY — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Market cap (USD): 217500634.38000003
Pays dividend: no
Net cash (USD): 26142000
Net cash to market cap %: 12.01927528833169
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Piotroski F-score: 1 (Weak)
UNCY — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: Low)
Market cap (USD): 157509905.25
Net income (USD): 570000
P/E ratio: 69.08329177631579
P/B ratio: 13.974794184189513
Pays dividend: no
Net asset value (USD): 11271000
Net cash (USD): 3093000
Net cash to market cap %: 1.9636860266602187
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 0.13744095487380115 (Distress Zone)
Piotroski F-score: 2 (Weak)
UNCY — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 130664738.78999999
Net income (USD): -6447000
P/B ratio: 7.953298362042728
Pays dividend: no
Net asset value (USD): 16429000
Net cash (USD): 8761000
Net cash to market cap %: 6.704945864607273
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 0.650490403871749 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNCY — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Speculative (confidence: Low)
Market cap (USD): 119433597.72000001
Net income (USD): -6011000
P/B ratio: 3.186595456776948
Pays dividend: no
Net asset value (USD): 37480000
Net cash (USD): 29564000
Net cash to market cap %: 24.75350367432605
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 2.729409976057324 (Grey Zone)
Piotroski F-score: 5 (Neutral)
UNCY — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 158057765.79
Net income (USD): -14668000
P/B ratio: 5.23422080968308
Pays dividend: no
Net asset value (USD): 30197000
Net cash (USD): 22331000
Net cash to market cap %: 14.12837887995304
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 1.6135895338871284 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNCY — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Healthcare | Industry: Biotechnology
Lynch category: Turnaround (confidence: High)
Market cap (USD): 147922352
Net income (USD): -12823000
EPS growth %: -2349.6491228070176
P/B ratio: 4.780556908020369
Pays dividend: no
Net asset value (USD): 37704000
Net cash (USD): 27884000
Net cash to market cap %: 18.850430393372868
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 0.5247726472857281 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNFI — Peter Lynch category analysis (quarterly, as of 2024-10-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category:  (confidence: Low)
Market cap (USD): 1230959307.6
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)
UNFI — Peter Lynch category analysis (quarterly, as of 2025-01-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1799839223.6
Net income (USD): -2000000
P/B ratio: 1.1075933683692307
Pays dividend: no
Net asset value (USD): 995000000
Net cash (USD): -6062000000
Net cash to market cap %: -336.8078615308159
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.6200491617137671 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNFI — Peter Lynch category analysis (quarterly, as of 2025-04-30)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1616466229.4
Net income (USD): -7000000
P/B ratio: 0.9953609786945813
Pays dividend: no
Net asset value (USD): 1013000000
Net cash (USD): -5941000000
Net cash to market cap %: -367.5301031315192
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.6453722564646256 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UNFI — Peter Lynch category analysis (quarterly, as of 2025-07-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1672749029.6000001
Net income (USD): -86000000
P/B ratio: 1.076415076962677
Pays dividend: no
Net asset value (USD): 956000000
Net cash (USD): -5997000000
Net cash to market cap %: -358.51164124925816
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.5282725978119716 (Distress Zone)
Piotroski F-score: 4 (Weak)
UNFI — Peter Lynch category analysis (quarterly, as of 2025-10-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Turnaround (confidence: High)
Market cap (USD): 2278545621
Net income (USD): -4000000
P/B ratio: 1.4719286957364341
Pays dividend: no
Net asset value (USD): 970000000
Net cash (USD): -5975000000
Net cash to market cap %: -262.2286753853852
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.6670789132084072 (Distress Zone)
Piotroski F-score: 5 (Neutral)
UNFI — Peter Lynch category analysis (quarterly, as of 2026-01-31)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2253127582.2
Net income (USD): 20000000
Revenue growth %: -2.5864182397646482
Smoothed growth %: -2.5864182397646482
P/E ratio: 28.164094777499997
P/B ratio: 1.4517574627577319
Pays dividend: no
Net asset value (USD): 990000000
Net cash (USD): -5641000000
Net cash to market cap %: -250.3630972593222
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.7022524556102736 (Distress Zone)
Piotroski F-score: 8 (Strong)
UNFI — Peter Lynch category analysis (quarterly, as of 2026-04-30)
Sector: Consumer Defensive | Industry: Food Distribution
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 3005985536
Net income (USD): 33000000
Revenue growth %: -4.40138739385241
Smoothed growth %: -4.40138739385241
P/E ratio: 22.933086233333334
P/B ratio: 1.893162841025641
Pays dividend: no
Net asset value (USD): 1053000000
Net cash (USD): -5545000000
Net cash to market cap %: -184.46529211775956
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.8206744089542888 (Grey Zone)
Piotroski F-score: 7 (Neutral)
UNI.MC — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category:  (confidence: Low)
Market cap (USD): 1926334061.25
Pays dividend: no
Net cash (USD): 176793181.8181818
Net cash to market cap %: 9.177701073481542
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
UNI.MC — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Asset Play (confidence: High)
Market cap (USD): 2185910991.4893622
Net income (USD): 295293617.0212766
P/E ratio: 7.402499971179066
P/B ratio: 0.318120321025339
Pays dividend: no
Net asset value (USD): 6791339361.702128
Net cash (USD): -93456395744.68085
Net cash to market cap %: -4275.398042671659
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
UNI.MC — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Asset Play (confidence: High)
Market cap (USD): 2083294614.3888888
Net income (USD): 296336666.6666667
EPS growth %: 0.3532245823366169
Revenue growth %: 18.488529102605714
Smoothed growth %: 0.3532245823366169
P/E ratio: 7.0301614640630214
P/B ratio: 0.28211692330505167
PEG ratio: 19.902809191698328
Pays dividend: no
Net asset value (USD): 7287555555.555555
Net cash (USD): -91631992222.22223
Net cash to market cap %: -4398.417371664038
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UNI.MC — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Asset Play (confidence: High)
Market cap (USD): 3050028930.3125
Net income (USD): 597222916.6666667
EPS growth %: 101.53527519375487
Revenue growth %: 0.925603016130171
EPS 2-year CAGR %: 42.21362358361416
Smoothed growth %: 42.21362358361416
P/E ratio: 5.10701924724506
P/B ratio: 0.43441594651927523
PEG ratio: 0.12098035690135413
Pays dividend: no
Net asset value (USD): 6927993750
Net cash (USD): -86587496875
Net cash to market cap %: -2838.9073957448795
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UNI.MC — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Financial Services | Industry: Banks - Regional
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 8067940303.588235
Net income (USD): 745181176.4705882
EPS growth %: 24.774377485333957
Revenue growth %: 11.28343095200521
EPS 2-year CAGR %: 58.57628606962717
Smoothed growth %: 58.57628606962717
P/E ratio: 10.82681709943417
P/B ratio: 0.9671328185139512
PEG ratio: 0.18483276810285967
Pays dividend: no
Net asset value (USD): 8198277647.058824
Net cash (USD): -100677310588.23529
Net cash to market cap %: -1247.8688091365627
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 4 (Weak)
UNI.TO — Peter Lynch category analysis (annual, as of 2021-09-30)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category:  (confidence: Low)
Market cap (USD): 46787907.3046875
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)
UNI.TO — Peter Lynch category analysis (annual, as of 2022-09-30)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Turnaround (confidence: High)
Market cap (USD): 33306094.598540142
Net income (USD): -984108.0291970802
P/B ratio: 1.6124943625503003
Pays dividend: no
Net asset value (USD): 10700904.379562043
Net cash (USD): -55451922.627737224
Net cash to market cap %: -166.49181867803787
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.4019907687003041 (Distress Zone)
Piotroski F-score: 1 (Weak)
UNI.TO — Peter Lynch category analysis (annual, as of 2023-09-30)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Turnaround (confidence: High)
Market cap (USD): 21688024.19259259
Net income (USD): -6803086.666666666
Revenue growth %: 9.166393371380378
Smoothed growth %: 9.166393371380378
P/B ratio: 1.539710072813626
Pays dividend: no
Net asset value (USD): 5436645.185185185
Net cash (USD): -66965037.03703703
Net cash to market cap %: -308.7650421374415
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.6519253888748457 (Distress Zone)
Piotroski F-score: 3 (Weak)
UNI.TO — Peter Lynch category analysis (annual, as of 2024-09-30)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Turnaround (confidence: High)
Market cap (USD): 19434722.977777775
Net income (USD): -3369092.5925925924
Revenue growth %: -13.285242383308981
Smoothed growth %: -13.285242383308981
P/B ratio: 1.8305772112049694
Pays dividend: no
Net asset value (USD): 3772848.148148148
Net cash (USD): -58476350.370370366
Net cash to market cap %: -300.88594747264426
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.6952560030384858 (Distress Zone)
Piotroski F-score: 6 (Neutral)
UNI.TO — Peter Lynch category analysis (annual, as of 2025-09-30)
Sector: Consumer Cyclical | Industry: Apparel Manufacturing
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 17644442.741007198
Net income (USD): 203433.8129496403
Revenue growth %: -8.670533116033527
Smoothed growth %: -8.670533116033527
P/E ratio: 86.73308770639348
P/B ratio: 1.684652814507352
Pays dividend: no
Net asset value (USD): 4947914.388489209
Net cash (USD): -49685152.51798561
Net cash to market cap %: -281.5909419599467
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.2455372921527499 (Distress Zone)
Piotroski F-score: 9 (Strong)
UP — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Airports & Air Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 33649541696
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)
UP — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Airports & Air Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 7469618092
Net income (USD): -555160000
P/B ratio: 29.65075457288028
Pays dividend: no
Net asset value (USD): -237963000
Net cash (USD): -1085424000
Net cash to market cap %: -14.531184682152556
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.5873729968238073 (Distress Zone)
Piotroski F-score: 2 (Weak)
UP — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Airports & Air Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2487455345.2
Net income (USD): -487387000
Revenue growth %: -20.664088215931535
Smoothed growth %: -20.664088215931535
P/B ratio: 24.906184306068706
Pays dividend: no
Net asset value (USD): -236101000
Net cash (USD): -952278000
Net cash to market cap %: -38.28321991136824
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: -0.9661798340131289 (Distress Zone)
Piotroski F-score: 2 (Weak)
UP — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Airports & Air Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1196589306
Net income (USD): -339635000
Revenue growth %: -36.79938914097551
Smoothed growth %: -36.79938914097551
Pays dividend: no
Net asset value (USD): -510177000
Net cash (USD): -1137813000
Net cash to market cap %: -95.08801343073343
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: -2.6758585522871026 (Distress Zone)
Piotroski F-score: 4 (Weak)
UP — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Industrials | Industry: Airports & Air Services
Lynch category: Cyclical (confidence: High)
Market cap (USD): 475734899.84
Net income (USD): -294217000
Revenue growth %: -7.020416510963207
Smoothed growth %: -7.020416510963207
Pays dividend: no
Net asset value (USD): -677100000
Net cash (USD): -1226989000
Net cash to market cap %: -257.91443940998715
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -4.195385781943315 (Distress Zone)
Piotroski F-score: 4 (Weak)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Lynch category: Asset Play (confidence: High)
Market cap (USD): 80364919.0736
P/B ratio: 0.00019064299501897773
Pays dividend: no
Net asset value (USD): -57666666666.666664
Net cash (USD): -650426666666.6667
Net cash to market cap %: -809341.5313104359
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 69327405.24075
Net income (USD): 10662500000
P/E ratio: 0.0016254960197127784
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)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Lynch category: Turnaround (confidence: High)
Market cap (USD): 74878914.8303896
Net income (USD): 14012987012.987013
P/E ratio: 0.0013358842543883225
P/B ratio: 0.0001524262793300904
Pays dividend: no
Net asset value (USD): 7987012987.012987
Net cash (USD): -522974025974.026
Net cash to market cap %: -698426.2888406297
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.7559631296524776 (Distress Zone)
Piotroski F-score: 2 (Weak)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 78981869.06767122
Net income (USD): -1205479452.0547945
P/E ratio: 0.0033652255485057073
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)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 98676548.65810812
Net income (USD): 6621621621.621622
P/E ratio: 0.0032792026001476054
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)
UPLL.L — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Lynch category: Turnaround (confidence: High)
Market cap (USD): 7290575872
Net income (USD): 17026315789.473684
EPS growth %: 59.68408712284815
Revenue growth %: 76.95058219492068
Smoothed growth %: 59.68408712284815
P/E ratio: 0.0022851506204708168
P/B ratio: 0.00015341466682013133
PEG ratio: 3.8287435238261685e-05
Pays dividend: no
Net asset value (USD): 4065789473.6842103
Net cash (USD): -621578947368.421
Net cash to market cap %: -8525.786690673383
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7288369704559906 (Distress Zone)
Piotroski F-score: 2 (Weak)
UPST — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Financial Services | Industry: Credit Services
Lynch category:  (confidence: Medium)
Market cap (USD): 3829419875.6899996
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)
UPST — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Financial Services | Industry: Credit Services
Lynch category:  (confidence: Medium)
Market cap (USD): 5892961303.33
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)
UPST — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Financial Services | Industry: Credit Services
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 4405603521.07
Net income (USD): -2447000
P/B ratio: 6.510981465930285
Pays dividend: no
Net asset value (USD): 600435000
Net cash (USD): -774520000
Net cash to market cap %: -17.580338228254604
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 1 (Weak)
UPST — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Financial Services | Industry: Credit Services
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 6190624282.920001
Net income (USD): 5607000
P/E ratio: 1959.058317379747
P/B ratio: 8.574153104416837
Pays dividend: no
Net asset value (USD): 646088000
Net cash (USD): -1049782000
Net cash to market cap %: -16.9576112524929
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UPST — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Financial Services | Industry: Credit Services
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 4862147705.2
Net income (USD): 31805000
P/E ratio: 139.05756342628342
P/B ratio: 6.53762273496137
Pays dividend: no
Net asset value (USD): 668082000
Net cash (USD): -1319122000
Net cash to market cap %: -27.130438645235255
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 3 (Weak)
UPST — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Financial Services | Industry: Credit Services
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 4185466912.37
Net income (USD): 18636000
P/E ratio: 78.08561243950673
P/B ratio: 5.239594790245551
Pays dividend: no
Net asset value (USD): 723464000
Net cash (USD): -1113921000
Net cash to market cap %: -26.61401997248732
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
UPST — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Financial Services | Industry: Credit Services
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 2577512448
Net income (USD): -6646000
Revenue growth %: 44.44980808076074
Smoothed growth %: 44.44980808076074
P/E ratio: 62.5609756097561
P/B ratio: 3.3484937174528002
Pays dividend: no
Net asset value (USD): 658100000
Net cash (USD): -1295561000
Net cash to market cap %: -50.26400555331091
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 2 (Weak)
UPXI — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category:  (confidence: Medium)
Market cap (USD): 9093401920.4
Pays dividend: no
Net cash (USD): 0
Net cash to market cap %: 0
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
UPXI — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Speculative (confidence: Low)
Market cap (USD): 6169998072
Net income (USD): -2046030
P/B ratio: 214.33469766500858
Pays dividend: no
Net asset value (USD): 15332303
Net cash (USD): -12554485
Net cash to market cap %: -0.20347631966002336
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 187.90239462904182 (Safe Zone)
Piotroski F-score: 3 (Weak)
UPXI — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Speculative (confidence: Low)
Market cap (USD): 3305356110
Net income (USD): -16930289
Revenue growth %: 57.99328637803971
Smoothed growth %: 57.99328637803971
P/B ratio: 118.74127511803425
Pays dividend: no
Net asset value (USD): 18530479
Net cash (USD): -31472573
Net cash to market cap %: -0.9521689026118277
Cyclical industry: no | Hot industry: yes | Large cap: yes | Small cap: no
Altman Z-score: 54.90707541365275 (Safe Zone)
Piotroski F-score: 4 (Weak)
UPXI — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Speculative (confidence: Low)
Market cap (USD): 530326024.76
Net income (USD): -23658438
Revenue growth %: -28.651364872023656
Smoothed growth %: -28.651364872023656
P/B ratio: 81.38951539625909
Pays dividend: no
Net asset value (USD): 5427176
Net cash (USD): -16333772
Net cash to market cap %: -3.079949170397941
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Altman Z-score: 15.09476075552019 (Safe Zone)
Piotroski F-score: 3 (Weak)
UPXI — Peter Lynch category analysis (annual, as of 2025-06-30)
Sector: Communication Services | Industry: Internet Content & Information
Lynch category: Speculative (confidence: Low)
Market cap (USD): 218888026.84
Net income (USD): -13684209
Revenue growth %: -39.18865957669062
Smoothed growth %: -39.18865957669062
P/B ratio: 2.429457328992643
Pays dividend: no
Net asset value (USD): 89085531
Net cash (USD): -30734196
Net cash to market cap %: -14.041058546553437
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: yes
Altman Z-score: 3.2306341575779998 (Safe Zone)
Piotroski F-score: 6 (Neutral)
USAR — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Other Industrial Metals & Mining
Lynch category: Cyclical (confidence: High)
Net income (USD): -23844000
Pays dividend: no
Net asset value (USD): 27476000
Net cash (USD): -7839000
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 1 (Weak)