speb/financial-data huggingface dataset:
SVM — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2132392448
Net income (USD): 23684892.086330935
EPS growth %: -57.00161778941813
Revenue growth %: 50.80319223769182
EPS 2-year CAGR %: -19.773002716359656
Smoothed growth %: -57.00161778941813
P/E ratio: 100.21169578897091
P/B ratio: 2.9838671869831748
Dividend yield: 0.00
Pays dividend: no
Net asset value (USD): 623109352.5179857
Net cash (USD): 45882733.81294966
Net cash to market cap %: 2.151702134191279
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 6.301322061354509 (Safe Zone)
Piotroski F-score: 7 (Neutral)
SVRN — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 342818786084.39996
P/B ratio: 6265.561730342728
Pays dividend: no
Net asset value (USD): 54714772.72727273
Net cash (USD): 843181.8181818181
Net cash to market cap %: 0.0002459555463142652
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
SVRN — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 20821557600
Net income (USD): -346808.5106382979
P/B ratio: 255.64942258911432
Pays dividend: no
Net asset value (USD): 81445744.68085107
Net cash (USD): 6377659.574468086
Net cash to market cap %: 0.030630079156364776
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 4776.02894252115 (Safe Zone)
Piotroski F-score: 4 (Weak)
SVRN — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2091534840
Net income (USD): -2196666.6666666665
Revenue growth %: 3.7439524932320194
Smoothed growth %: 3.7439524932320194
P/B ratio: 20.33709694357113
Pays dividend: no
Net asset value (USD): 102843333.33333333
Net cash (USD): 13950000
Net cash to market cap %: 0.666974306772724
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 494.10084078282716 (Safe Zone)
Piotroski F-score: 4 (Weak)
SVRN — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Industrials | Industry: Marine Shipping
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1087973280
Net income (USD): -18606250
Revenue growth %: 27.106741573033723
Smoothed growth %: 27.106741573033723
P/B ratio: 12.379451805144008
Pays dividend: no
Net asset value (USD): 87885416.66666667
Net cash (USD): 2154166.666666667
Net cash to market cap %: 0.1979981224048689
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 122.88232226087047 (Safe Zone)
Piotroski F-score: 4 (Weak)
SVRS.V — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 149606775.496063
Net income (USD): -3779590.551181102
P/B ratio: 32.81008407470936
Pays dividend: no
Net asset value (USD): 4559780.31496063
Net cash (USD): 4414508.661417323
Net cash to market cap %: 2.9507411323984414
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 143.21222814282447 (Safe Zone)
Piotroski F-score: 1 (Weak)
SVRS.V — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 133885230.15441175
Net income (USD): -2117261.7647058824
P/B ratio: 27.369713016508054
Pays dividend: no
Net asset value (USD): 4891729.411764706
Net cash (USD): 4568757.352941177
Net cash to market cap %: 3.4124431407945175
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 241.96479390682555 (Safe Zone)
Piotroski F-score: 3 (Weak)
SVRS.V — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 83964913.77272728
Net income (USD): -12402281.06060606
P/B ratio: 9.444099587926136
Pays dividend: no
Net asset value (USD): 8890727.272727272
Net cash (USD): -6535735.6060606055
Net cash to market cap %: -7.783888903585683
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.8462115537668797 (Distress Zone)
Piotroski F-score: 2 (Weak)
SVRS.V — Peter Lynch category analysis (annual, as of 2025-03-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 77506074.25174826
Net income (USD): -9757342.657342657
P/B ratio: 5.987126522255835
Pays dividend: no
Net asset value (USD): 12945454.545454547
Net cash (USD): -9441958.041958043
Net cash to market cap %: -12.18221685604863
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.9575525650960794 (Distress Zone)
Piotroski F-score: 4 (Weak)
SVRS.V — Peter Lynch category analysis (annual, as of 2026-03-31)
Sector: Basic Materials | Industry: Silver
Lynch category: Cyclical (confidence: High)
Market cap (USD): 242057139.56834534
Net income (USD): -12697841.726618705
P/B ratio: 6.613177148201283
Pays dividend: no
Net asset value (USD): 38842446.04316547
Net cash (USD): -4200000
Net cash to market cap %: -1.735127502328483
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.413404971131422 (Safe Zone)
Piotroski F-score: 4 (Weak)
SWAG — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Communication Services | Industry: Advertising Agencies
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 112769519.5
Pays dividend: no
Net cash (USD): 32226668
Net cash to market cap %: 28.577463256815598
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
SWAG — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Communication Services | Industry: Advertising Agencies
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 24977050.6
Net income (USD): -3500000
P/B ratio: 0.6992651138049778
Pays dividend: no
Net asset value (USD): 33391000
Net cash (USD): 10522000
Net cash to market cap %: 42.12667127318868
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.7523395495362637 (Grey Zone)
Piotroski F-score: 2 (Weak)
SWAG — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Communication Services | Industry: Advertising Agencies
Lynch category: Speculative (confidence: Low)
Market cap (USD): 27586593.2
Net income (USD): -385000
Revenue growth %: 31.310687998894227
Smoothed growth %: 31.310687998894227
P/B ratio: 0.7738174810659186
Pays dividend: no
Net asset value (USD): 32536000
Net cash (USD): 5066000
Net cash to market cap %: 18.363992839826267
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.460857848649803 (Safe Zone)
Piotroski F-score: 5 (Neutral)
SWAG — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Communication Services | Industry: Advertising Agencies
Lynch category: Speculative (confidence: Low)
Market cap (USD): 16775631
Net income (USD): -4140000
Revenue growth %: 8.755263157894737
Smoothed growth %: 8.755263157894737
P/B ratio: 0.5301864985303878
Pays dividend: no
Net asset value (USD): 24496000
Net cash (USD): -5293000
Net cash to market cap %: -31.551719276610218
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.9696639168666352 (Grey Zone)
Piotroski F-score: 4 (Weak)
SWAG — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Communication Services | Industry: Advertising Agencies
Lynch category: Speculative (confidence: Low)
Market cap (USD): 30941719.4
Net income (USD): -747000
Revenue growth %: 40.57516877586082
Smoothed growth %: 40.57516877586082
P/B ratio: 1.0144493426445034
Pays dividend: no
Net asset value (USD): 23836000
Net cash (USD): -7222000
Net cash to market cap %: -23.340655076847476
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.5345628754900873 (Safe Zone)
Piotroski F-score: 4 (Weak)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Lynch category: Turnaround (confidence: High)
Market cap (USD): 4885511799
Net income (USD): 284473308.45555556
P/E ratio: 4.293471174434704
P/B ratio: 0.13771983269212215
Pays dividend: no
Net asset value (USD): 25464671184.877777
Net cash (USD): -41492274055.52222
Net cash to market cap %: -849.2922699319882
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.432527180125706 (Distress Zone)
Piotroski F-score: 1 (Weak)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Lynch category: Asset Play (confidence: High)
Market cap (USD): 4996546158.068182
Net income (USD): 439003548.22727275
P/E ratio: 2.8453905317192696
P/B ratio: 0.13746863873235798
Pays dividend: no
Net asset value (USD): 26497110521.659092
Net cash (USD): -42888859115.1591
Net cash to market cap %: -858.3701172439735
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.3637749271311278 (Distress Zone)
Piotroski F-score: 5 (Neutral)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Lynch category: Asset Play (confidence: High)
Market cap (USD): 5547005991.1125
Net income (USD): 586910942.6624999
P/E ratio: 2.362797141738707
P/B ratio: 0.13924672729763288
Pays dividend: no
Net asset value (USD): 29254548484.162502
Net cash (USD): -52561727857.6375
Net cash to market cap %: -947.5693363564548
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.36888515389318677 (Distress Zone)
Piotroski F-score: 4 (Weak)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Lynch category:  (confidence: Medium)
Market cap (USD): 6415313340.2625
P/E ratio: 4.895736470888695
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)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Lynch category: Turnaround (confidence: High)
Market cap (USD): 6515228318.696202
Net income (USD): -440736993.13924044
EPS growth %: -254.9308775336645
Revenue growth %: 26.577286941164036
Smoothed growth %: 26.577286941164036
P/E ratio: 11.13376427450004
P/B ratio: 0.16566372125249976
Pays dividend: no
Net asset value (USD): 29809140066.21519
Net cash (USD): -67918110952.58226
Net cash to market cap %: -1042.4517396832182
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.2947356313145112 (Distress Zone)
Piotroski F-score: 1 (Weak)
SWD.SW — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Lynch category: Asset Play (confidence: High)
Market cap (USD): 4470859264
Net income (USD): 201259684.75
EPS growth %: -54.15533984572545
Revenue growth %: 44.25842443544836
Smoothed growth %: -54.15533984572545
P/E ratio: 18.518034323793394
P/B ratio: 0.16382949577894806
Pays dividend: no
Net asset value (USD): 29661206050.3625
Net cash (USD): -74035666119.01248
Net cash to market cap %: -1655.9605603146197
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.31007739758406183 (Distress Zone)
Piotroski F-score: 5 (Neutral)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Technology | Industry: Solar
Lynch category:  (confidence: Low)
Market cap (USD): 222465485.8337315
P/B ratio: 2.1279624508207164
Pays dividend: no
Net asset value (USD): 87980864.78738652
Net cash (USD): -26359316.770186335
Net cash to market cap %: -11.848721913603725
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Solar
Lynch category:  (confidence: Low)
Market cap (USD): 178000135.78272524
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)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 95426419.7315906
Net income (USD): 1050011.6904372224
P/E ratio: 22.72032316417717
P/B ratio: 0.9306577596949325
Pays dividend: no
Net asset value (USD): 86632768.29553425
Net cash (USD): -47709106.850596204
Net cash to market cap %: -49.995700336226975
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.3971220013344388 (Distress Zone)
Piotroski F-score: 2 (Weak)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 103113624.65714957
Net income (USD): 2473625.087760356
P/E ratio: 29.263409127513583
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)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Low)
Market cap (USD): 149323185.45659524
Net income (USD): 1785253.6640360765
P/E ratio: 28.127004518437424
P/B ratio: 1.442691775557766
Pays dividend: no
Net asset value (USD): 88194859.0755355
Net cash (USD): -30143675.310033813
Net cash to market cap %: -20.18686864860372
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.30830866378101 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 104762110.99476439
Net income (USD): 1060621.5885039547
P/E ratio: 16.447431214386544
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)
SWELECTES.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 100978955.828741
Net income (USD): 1174978.8045782112
EPS growth %: 11.901497409895768
Revenue growth %: -16.1397166753534
Smoothed growth %: 11.901497409895768
P/E ratio: 0.14478633152049206
P/B ratio: 0.7892395414786612
PEG ratio: 0.012165387810789775
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 86277787.19796523
Net cash (USD): -69205415.43026707
Net cash to market cap %: -68.53449301618701
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.230331878883959 (Distress Zone)
Piotroski F-score: 2 (Weak)
SWG.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category:  (confidence: Medium)
Market cap (USD): 143893700300.76135
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)
SWG.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 139815393897.8617
Net income (USD): 7183000000
P/E ratio: 19.464763176647878
P/B ratio: 3.8192579189756803
Pays dividend: no
Net asset value (USD): 15868000000
Net cash (USD): -431986000000
Net cash to market cap %: -308.9688395224746
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 3 (Weak)
SWG.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 98705601886.17778
Net income (USD): 5067000000
EPS growth %: -29.458443547264373
Revenue growth %: -9.271746459878624
Smoothed growth %: -29.458443547264373
P/E ratio: 19.480087208639784
P/B ratio: 2.40992240554172
Pays dividend: no
Net asset value (USD): 20747000000
Net cash (USD): -377047000000
Net cash to market cap %: -381.9914906499341
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 5 (Neutral)
SWG.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 92536501768.29167
Net income (USD): 5942000000
EPS growth %: 17.26860074995066
Revenue growth %: 4.082391038912778
EPS 2-year CAGR %: -9.047761875059058
Smoothed growth %: 17.26860074995066
P/E ratio: 15.573292118527712
P/B ratio: 1.9128992613600346
Pays dividend: no
Net asset value (USD): 28681000000
Net cash (USD): -351164000000
Net cash to market cap %: -379.48700598095115
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 6 (Neutral)
SWG.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Financial Services | Industry: Capital Markets
Lynch category: Fast Grower (confidence: High)
Market cap (USD): 175550384118.35294
Net income (USD): 8852000000
EPS growth %: 48.97340962638842
Revenue growth %: 22.008568805467714
EPS 2-year CAGR %: 32.17376175261033
Smoothed growth %: 32.17376175261033
P/E ratio: 19.83171985069509
P/B ratio: 3.55185400340623
PEG ratio: 0.6163941911171172
Pays dividend: no
Net asset value (USD): 30241000000
Net cash (USD): -352609000000
Net cash to market cap %: -200.85914466713857
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 7 (Neutral)
SWG.L — Peter Lynch category analysis (annual, as of 2022-03-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 329226.2842105263
Net income (USD): -384210.5263157895
P/B ratio: 0.004451695121517276
Pays dividend: no
Net asset value (USD): 4792105.263157895
Net cash (USD): -22142105.263157897
Net cash to market cap %: -6725.497423832343
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.0825423976846138 (Distress Zone)
Piotroski F-score: 0 (Weak)
SWG.L — Peter Lynch category analysis (annual, as of 2023-03-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 147096.98765432098
Net income (USD): -10092592.592592591
Revenue growth %: -30.20761498109401
Smoothed growth %: -30.20761498109401
P/B ratio: 0.002475917129023544
Pays dividend: no
Net asset value (USD): 3930864.197530864
Net cash (USD): -21749382.71604938
Net cash to market cap %: -14785.743109274674
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.6449371456852937 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWG.L — Peter Lynch category analysis (annual, as of 2024-03-31)
Sector: Technology | Industry: Software - Infrastructure
Lynch category: Turnaround (confidence: High)
Market cap (USD): 147804.54278481012
Net income (USD): -2746835.4430379746
Revenue growth %: -13.002171526908807
Smoothed growth %: -13.002171526908807
P/B ratio: 0.002539707429963459
Pays dividend: no
Net asset value (USD): 4167088.6075949366
Net cash (USD): -14273417.721518986
Net cash to market cap %: -9656.954686636238
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: -0.47591878406780114 (Distress Zone)
Piotroski F-score: 6 (Neutral)
SWLF.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): 6448014.844444444
Pays dividend: no
Net cash (USD): 687774.074074074
Net cash to market cap %: 10.666446816056176
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
SWLF.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): 5217674.3496503495
Net income (USD): -63537.76223776224
P/B ratio: 2.981690241707441
Pays dividend: no
Net asset value (USD): 1749904.895104895
Net cash (USD): -122409.79020979023
Net cash to market cap %: -2.3460603710922134
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 4.131042024446932 (Safe Zone)
Piotroski F-score: 3 (Weak)
SWLF.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): 3478449.566433567
Net income (USD): -29179.72027972028
P/B ratio: 2.0171515979276093
Pays dividend: no
Net asset value (USD): 1724436.3636363638
Net cash (USD): -230513.986013986
Net cash to market cap %: -6.626917585305988
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 2.493580151060562 (Grey Zone)
Piotroski F-score: 3 (Weak)
SWLF.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): 4538488.02919708
Net income (USD): -48775.91240875912
P/B ratio: 2.524525098155449
Pays dividend: no
Net asset value (USD): 1797759.1240875912
Net cash (USD): -343517.51824817515
Net cash to market cap %: -7.568985883365833
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 3.1010014767896728 (Safe Zone)
Piotroski F-score: 3 (Weak)
SWLF.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): 7157097.669064749
Net income (USD): -27559.712230215828
P/B ratio: 3.902094203791027
Pays dividend: no
Net asset value (USD): 1834168.3453237412
Net cash (USD): -399121.582733813
Net cash to market cap %: -5.57658426905285
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 5.924391048140069 (Safe Zone)
Piotroski F-score: 5 (Neutral)
SWLF.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): 4084639.4160583937
Net income (USD): -40148.905109489046
P/B ratio: 1.8017164451575567
Pays dividend: no
Net asset value (USD): 3526572.2627737224
Net cash (USD): 990145.9854014597
Net cash to market cap %: 24.240719548188014
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 5.067314705724039 (Safe Zone)
Piotroski F-score: 4 (Weak)
SWON.SW — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Technology | Industry: Software - Application
Lynch category:  (confidence: Medium)
Market cap (USD): 4061905939.912088
Pays dividend: no
Net cash (USD): 371612087.9120879
Net cash to market cap %: 9.148712289485728
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Piotroski F-score: 0 (Weak)
SWON.SW — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 2738423223
Net income (USD): -63345652.17391304
P/B ratio: 3.409151558547001
Pays dividend: no
Net asset value (USD): 136751086.95652172
Net cash (USD): -2518584782.6086955
Net cash to market cap %: -91.97207946000155
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.3086234457845458 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWON.SW — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 3853224833.857143
Net income (USD): 25527380.95238095
Revenue growth %: 13.503489650896322
Smoothed growth %: 13.503489650896322
P/E ratio: 150.94477733712634
P/B ratio: 5.056472711712947
Pays dividend: no
Net asset value (USD): 12611904.761904763
Net cash (USD): -3343636904.7619047
Net cash to market cap %: -86.77502738439657
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.2406341812026545 (Distress Zone)
Piotroski F-score: 7 (Neutral)
SWON.SW — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Turnaround (confidence: High)
Market cap (USD): 1367421792.4
Net income (USD): -1666666.6666666665
EPS growth %: -106.52893718229726
Revenue growth %: -6.287256494763953
Smoothed growth %: -106.52893718229726
P/B ratio: 2.1123920582904234
Pays dividend: no
Net asset value (USD): -88777777.77777778
Net cash (USD): -3755888888.888889
Net cash to market cap %: -274.6693748603219
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.6786759388462777 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWON.SW — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Software - Application
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 2285077711.392405
Net income (USD): 1772151.8987341772
Revenue growth %: 39.50479077896595
EPS 2-year CAGR %: -73.65201894908351
Smoothed growth %: 39.50479077896595
P/E ratio: 1363.8421542
P/B ratio: 1.945566553780314
Dividend yield: 0.02
Pays dividend: yes
Net asset value (USD): -1151139240.506329
Net cash (USD): -6802278481.012658
Net cash to market cap %: -297.6825885220206
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.484108829375753 (Distress Zone)
Piotroski F-score: 6 (Neutral)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Technology | Industry: Solar
Lynch category:  (confidence: Low)
Market cap (USD): 1719480571.098901
P/B ratio: 15.114170130967505
Pays dividend: no
Net asset value (USD): 114843526.03917821
Net cash (USD): -236625656.95174393
Net cash to market cap %: -13.761461509304468
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1249238190.1142323
Net income (USD): 1997901.8533628627
P/E ratio: 156.3187636083722
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: 1 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Low)
Market cap (USD): 682309338.7425604
Net income (USD): 6474164.133738602
P/E ratio: 26.347391132195114
P/B ratio: 5.868634199014462
Pays dividend: no
Net asset value (USD): 117277297.17091419
Net cash (USD): -474636427.4023849
Net cash to market cap %: -69.56323187325862
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 1.1966347758367506 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 874208881.1245027
Net income (USD): 4527264.217177628
P/E ratio: 67.2503019299204
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: 2 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 557200569.504066
Net income (USD): 172663.4733207085
P/E ratio: 42.3019159545785
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: 1 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Technology | Industry: Solar
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 450709194.0652819
Net income (USD): 15005298.855447223
EPS growth %: 651.0528522805236
Revenue growth %: -3.7173380880668017
Smoothed growth %: 651.0528522805236
P/E ratio: 14.012189418617949
P/B ratio: 5.315193346367876
PEG ratio: 0.02152235316923306
Pays dividend: no
Net asset value (USD): 68166596.01526071
Net cash (USD): -461220856.29504025
Net cash to market cap %: -102.33224934573573
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.7236013649315998 (Distress Zone)
Piotroski F-score: 3 (Weak)
SWSOLAR.NS — Peter Lynch category analysis (quarterly, as of 2026-06-30)
Sector: Technology | Industry: Solar
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 512293059.0990611
Net income (USD): 5720012.659563244
EPS growth %: -11.648630751347069
Revenue growth %: -43.03708285702889
Smoothed growth %: -11.648630751347069
P/E ratio: 23.683042446247217
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)
SXI — Peter Lynch category analysis (annual, as of 2021-06-30)
Sector: Industrials | Industry: Specialty Industrial Machinery
Lynch category:  (confidence: Low)
Market cap (USD): 1104275140.3
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)
SXI — Peter Lynch category analysis (annual, as of 2022-06-30)
Sector: Industrials | Industry: Specialty Industrial Machinery
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 996331185.28
Net income (USD): 61393000
P/E ratio: 16.228742450768003
P/B ratio: 1.9952841739645892
Pays dividend: no
Net asset value (USD): 145667000
Net cash (USD): -330252000
Net cash to market cap %: -33.146809502624265
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 4.137562832505706 (Safe Zone)
Piotroski F-score: 4 (Weak)
SXI — Peter Lynch category analysis (annual, as of 2023-06-30)
Sector: Industrials | Industry: Specialty Industrial Machinery
Lynch category: Fast Grower (confidence: Medium)
Market cap (USD): 1679249338.42
Net income (USD): 138992000
EPS growth %: 126.39714625445897
Revenue growth %: 0.7763766099717273
Smoothed growth %: 126.39714625445897
P/E ratio: 12.081625837602164
P/B ratio: 2.764428517324088
PEG ratio: 0.09558464091649502
Pays dividend: no
Net asset value (USD): 266977000
Net cash (USD): -221774000
Net cash to market cap %: -13.206734397684288
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 5.30542244844143 (Safe Zone)
Piotroski F-score: 7 (Neutral)
SXI — Peter Lynch category analysis (annual, as of 2024-06-30)
Sector: Industrials | Industry: Specialty Industrial Machinery
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1927484090.2
Net income (USD): 73074000
EPS growth %: -47.425751122366755
Revenue growth %: -2.7546123867819627
EPS 2-year CAGR %: 9.099312153504702
Smoothed growth %: 9.099312153504702
P/E ratio: 26.377153162547554
P/B ratio: 3.101327089652021
PEG ratio: 2.8988073733010795
Pays dividend: no
Net asset value (USD): 261547000
Net cash (USD): -229351000
Net cash to market cap %: -11.89898278103048
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 5.975249325266132 (Safe Zone)
Piotroski F-score: 6 (Neutral)
SXI — Peter Lynch category analysis (annual, as of 2025-06-30)
Sector: Industrials | Industry: Specialty Industrial Machinery
Lynch category: Slow Grower (confidence: Low)
Market cap (USD): 1884960713.98
Net income (USD): 57684000
EPS growth %: -21.060842433697346
Revenue growth %: 9.640386603481652
EPS 2-year CAGR %: -35.57821085935674
Smoothed growth %: -21.060842433697346
P/E ratio: 32.67735791519312
P/B ratio: 2.548656301437283
Pays dividend: no
Net asset value (USD): -124418000
Net cash (USD): -722748000
Net cash to market cap %: -38.34286808418165
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 3.375284916728668 (Safe Zone)
Piotroski F-score: 5 (Neutral)
SXL.AX — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Communication Services | Industry: Entertainment
Lynch category:  (confidence: High)
Market cap (USD): 165851586.92810458
P/E ratio: 8.333333333333332
P/B ratio: 1.1503474959955524
Dividend yield: 0.08
Pays dividend: yes
Net asset value (USD): -115988235.29411764
Net cash (USD): -286503267.9738562
Net cash to market cap %: -172.74677516233427
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Piotroski F-score: 0 (Weak)
SXP.TO — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Consumer Cyclical | Industry: Packaging & Containers
Lynch category:  (confidence: Low)
Market cap (USD): 39083097.4488189
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)
SXP.TO — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Consumer Cyclical | Industry: Packaging & Containers
Lynch category: Turnaround (confidence: Medium)
Market cap (USD): 79612934.41176471
Net income (USD): 20908925
P/E ratio: 3.807605336561526
P/B ratio: 0.8709396814598109
Pays dividend: no
Net asset value (USD): 30428096.32352941
Net cash (USD): -98756773.52941175
Net cash to market cap %: -124.04614182242489
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.4134732777234795 (Distress Zone)
Piotroski F-score: 3 (Weak)
SXP.TO — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Consumer Cyclical | Industry: Packaging & Containers
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 62118147.939393945
Net income (USD): 13131818.181818182
EPS growth %: -37.195153831111924
Revenue growth %: 14.268467901511162
Smoothed growth %: -37.195153831111924
P/E ratio: 4.730353944848275
P/B ratio: 0.6086533643118537
Pays dividend: no
Net asset value (USD): 27866666.666666664
Net cash (USD): -96950000
Net cash to market cap %: -156.0735521197284
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.32521847685207 (Distress Zone)
Piotroski F-score: 6 (Neutral)
SXP.TO — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Consumer Cyclical | Industry: Packaging & Containers
Lynch category: Turnaround (confidence: High)
Market cap (USD): 52745836.64335664
Net income (USD): -8211888.1118881125
EPS growth %: -162.53428122587002
Revenue growth %: -14.153513196489884
Smoothed growth %: -162.53428122587002
P/B ratio: 0.6560484504788165
Pays dividend: no
Net asset value (USD): 30341258.741258744
Net cash (USD): -84058041.95804197
Net cash to market cap %: -159.36431632775913
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 1.1160831643338363 (Distress Zone)
Piotroski F-score: 5 (Neutral)
SXP.TO — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Consumer Cyclical | Industry: Packaging & Containers
Lynch category: Asset Play (confidence: Medium)
Market cap (USD): 63403054.0729927
Net income (USD): 8775182.481751824
Revenue growth %: 2.056384643884766
EPS 2-year CAGR %: -18.25416247794587
Smoothed growth %: 2.056384643884766
P/E ratio: 7.2252690134752955
P/B ratio: 0.8027483141415447
Pays dividend: no
Net asset value (USD): 26801459.854014598
Net cash (USD): -102832116.78832115
Net cash to market cap %: -162.1879549681247
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.8025034521704055 (Distress Zone)
Piotroski F-score: 5 (Neutral)
SY1.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 19529967908.90909
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)
SY1.DE — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14396521562
Net income (USD): 309251063.82978725
P/E ratio: 46.55286026735834
P/B ratio: 3.7482312411676055
Pays dividend: no
Net asset value (USD): 692947872.3404256
Net cash (USD): -4103909574.4680853
Net cash to market cap %: -28.50625796512168
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.294313769034437 (Safe Zone)
Piotroski F-score: 4 (Weak)
SY1.DE — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14884170728.177778
Net income (USD): 383271111.1111111
EPS growth %: 23.93526035598853
Revenue growth %: 6.9707308933365155
Smoothed growth %: 23.93526035598853
P/E ratio: 38.83457504800779
P/B ratio: 3.6340279028159093
PEG ratio: 1.6224839199750547
Pays dividend: no
Net asset value (USD): 954294444.4444444
Net cash (USD): -4184874444.4444447
Net cash to market cap %: -28.116275477288788
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.312814276370463 (Safe Zone)
Piotroski F-score: 8 (Strong)
SY1.DE — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14531925739.3125
Net income (USD): 502032291.6666667
EPS growth %: 30.986207181455548
Revenue growth %: -0.9319095101314117
EPS 2-year CAGR %: 27.41196839417068
Smoothed growth %: 27.41196839417068
P/E ratio: 28.946197247728502
P/B ratio: 3.4706153823308363
PEG ratio: 1.0559693062350124
Pays dividend: no
Net asset value (USD): 1302439583.3333335
Net cash (USD): -3745384375
Net cash to market cap %: -25.77348964059042
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.310419751870645 (Safe Zone)
Piotroski F-score: 7 (Neutral)
SY1.DE — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Basic Materials | Industry: Specialty Chemicals
Lynch category: Cyclical (confidence: High)
Market cap (USD): 14289636894.117647
Net income (USD): 298315294.11764705
EPS growth %: -40.57846495744564
Revenue growth %: 11.376927733602102
EPS 2-year CAGR %: -11.776411883645622
Smoothed growth %: -40.57846495744564
P/E ratio: 44.778585591539986
P/B ratio: 2.5305670896234145
Dividend yield: 0.01
Pays dividend: yes
Net asset value (USD): 1454584705.882353
Net cash (USD): -3708151764.7058825
Net cash to market cap %: -25.949936952088333
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 3.277040574884036 (Safe Zone)
Piotroski F-score: 6 (Neutral)
SYK.DE — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Healthcare | Industry: Medical Devices
Lynch category:  (confidence: Medium)
Market cap (USD): 102339897964.81818
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)
SYNX — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category: Slow Grower (confidence: Low)
Net income (USD): 510795.45454545453
Pays dividend: no
Net asset value (USD): 226704.54545454544
Net cash (USD): -1397727.2727272727
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 2 (Weak)
SYNX — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category: Speculative (confidence: Low)
Net income (USD): -778729.2817679557
EPS growth %: -252.45423091341513
Revenue growth %: 2.1770876432934925
Smoothed growth %: 2.1770876432934925
Pays dividend: no
Net asset value (USD): 613535.9116022099
Net cash (USD): -924861.8784530386
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Piotroski F-score: 6 (Neutral)
SYNX — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category: Speculative (confidence: Low)
Market cap (USD): 24016672.8
Net income (USD): -643013.698630137
Revenue growth %: 18.161336231108997
Smoothed growth %: 18.161336231108997
P/B ratio: 15.80329109789075
Pays dividend: no
Net asset value (USD): 1519726.0273972603
Net cash (USD): -10958.904109589057
Net cash to market cap %: -0.045630401017034534
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 13.810858851857654 (Safe Zone)
Piotroski F-score: 5 (Neutral)
SYNX — Peter Lynch category analysis (annual, as of 2025-12-31)
Sector: Technology | Industry: Communication Equipment
Lynch category: Turnaround (confidence: High)
Market cap (USD): 7032506
Net income (USD): -963522.0125786163
Revenue growth %: -26.719600870295302
Smoothed growth %: -26.719600870295302
P/B ratio: 4.1466468670095535
Pays dividend: no
Net asset value (USD): 1711949.685534591
Net cash (USD): -102515.72327044024
Net cash to market cap %: -1.457740999729545
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: yes
Altman Z-score: 0.1335640982216324 (Distress Zone)
Piotroski F-score: 3 (Weak)
T9G.DE — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Healthcare | Industry: Biotechnology
Lynch category:  (confidence: Low)
Pays dividend: no
Net asset value (USD): -652054.794520548
Net cash (USD): -684931.506849315
Cyclical industry: no | Hot industry: yes | Large cap: no | Small cap: no
Piotroski F-score: 0 (Weak)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2024-09-30)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category:  (confidence: Low)
Market cap (USD): 1886179098.5469615
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)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2024-12-31)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category:  (confidence: Low)
Market cap (USD): 1618421359.5411952
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: 1 (Weak)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2025-03-31)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category: Turnaround (confidence: Low)
Market cap (USD): 1781705284.640625
Net income (USD): 63396006.94444445
P/E ratio: 7.026094270424553
P/B ratio: 1.406235133073132
Pays dividend: no
Net asset value (USD): 1233363541.6666667
Net cash (USD): -2347666145.8333335
Net cash to market cap %: -131.76512221586998
Cyclical industry: no | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.6950993105133714 (Distress Zone)
Piotroski F-score: 3 (Weak)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2025-06-30)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2022988107.1642334
Net income (USD): 93069160.5839416
P/E ratio: 12.929319279942746
P/B ratio: 1.4563109438823767
Pays dividend: no
Net asset value (USD): 1355361313.868613
Net cash (USD): -2371462591.2408757
Net cash to market cap %: -117.22573073180958
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7166870957555357 (Distress Zone)
Piotroski F-score: 6 (Neutral)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2025-09-30)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2243775775.8552628
Net income (USD): 64023684.21052631
P/E ratio: 10.176368365835508
P/B ratio: 1.561328690271288
Pays dividend: no
Net asset value (USD): 1401102631.5789473
Net cash (USD): -2461185150.3759394
Net cash to market cap %: -109.68944298535386
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7527081698151052 (Distress Zone)
Piotroski F-score: 6 (Neutral)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2025-12-31)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category: Slow Grower (confidence: Medium)
Market cap (USD): 2514161682.145422
Net income (USD): 66437408.759124085
P/E ratio: 8.76239657458132
P/B ratio: 1.8107029321605583
Pays dividend: no
Net asset value (USD): 1356544160.5839415
Net cash (USD): -2483901094.8905106
Net cash to market cap %: -98.79639454097921
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.7585006715428558 (Distress Zone)
Piotroski F-score: 5 (Neutral)
TAEE11.SA — Peter Lynch category analysis (quarterly, as of 2026-03-31)
Sector: Utilities | Industry: Utilities - Regulated Electric
Lynch category: Stalwart (confidence: Medium)
Market cap (USD): 8207090567.300381
Net income (USD): 67233079.84790875
EPS growth %: 6.05254666406171
Revenue growth %: 15.573291769989828
Smoothed growth %: 6.05254666406171
P/E ratio: 7.446732190257552
P/B ratio: 1.797112128154411
PEG ratio: 1.2303469272651983
Dividend yield: 0.08
Pays dividend: yes
Net asset value (USD): 1481408935.3612168
Net cash (USD): -2605675855.513308
Net cash to market cap %: -31.749081287041435
Cyclical industry: no | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.9560119053053815 (Grey Zone)
Piotroski F-score: 5 (Neutral)
TALO — Peter Lynch category analysis (annual, as of 2021-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1635873016.4
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)
TALO — Peter Lynch category analysis (annual, as of 2022-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 3151559443.8399997
Net income (USD): 381915000
P/E ratio: 8.251991788329864
P/B ratio: 2.703864393089768
Pays dividend: no
Net asset value (USD): 1165576000
Net cash (USD): -1848905000
Net cash to market cap %: -58.666353370355985
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 1.994437745247903 (Grey Zone)
Piotroski F-score: 4 (Weak)
TALO — Peter Lynch category analysis (annual, as of 2023-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 2375354390.14
Net income (USD): 187332000
EPS growth %: -50.94929500019638
Revenue growth %: -11.749173718810155
Smoothed growth %: -50.94929500019638
P/E ratio: 12.679917953900027
P/B ratio: 1.1021753882396175
Pays dividend: no
Net asset value (USD): 2155151000
Net cash (USD): -2627521000
Net cash to market cap %: -110.61595738752641
Cyclical industry: yes | Hot industry: no | Large cap: yes | Small cap: no
Altman Z-score: 0.8419494713208774 (Distress Zone)
Piotroski F-score: 5 (Neutral)
TALO — Peter Lynch category analysis (annual, as of 2024-12-31)
Sector: Energy | Industry: Oil & Gas E&P
Lynch category: Cyclical (confidence: High)
Market cap (USD): 1620849692.7800002
Net income (USD): -76393000
EPS growth %: -140.77947174001238
Revenue growth %: 35.371901506702166
Smoothed growth %: -140.77947174001238
P/B ratio: 0.5873271573519634
Pays dividend: no
Net asset value (USD): 2759705000
Net cash (USD): -3323918000
Net cash to market cap %: -205.07256254582015
Cyclical industry: yes | Hot industry: no | Large cap: no | Small cap: no
Altman Z-score: 0.5860262055859062 (Distress Zone)
Piotroski F-score: 6 (Neutral)