Invests a majority of its net assets in common stock. Focuses on small- and mid-sized companies. Now — the numbers.
This is an established company with proven profits.
Average growth of 36% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 574.6× for every dollar this company earns in a year — a price that already assumes things go well.
Against companies in its own sector, it looks cheaper than 72% of them.
No analyst target is on record for this company.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly below the class average.
For a bank, strength is measured by capital buffers and reserves — not cash minus debt.
Clearly above the class average — a step short of the very top.
Sales are growing strongly for its sector.
Clearly below the class average.
Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.
Business Quality: Profit power and business quality trail similar companies in the sector.
The stock trades 38% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 36% a year on average.
It pays out $1.15 per share each year — regular cash for whoever holds the stock.
The company’s market value is 575 times its annual profit. Even a small disappointment could hit the price hard.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 28/100.
Measured against its sector, the quality of the business sits below the class average. Report-card grade: 38/100.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.