Invests in long positions in stocks identified as undervalued. Takes short positions in stocks identified as overvalued. Now — the numbers.
This is an established company with proven profits.
Average growth of 42% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 81.1× 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 55% 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.
The price isn’t cheap next to earnings — that’s why this grade sits in the middle.
Clearly below the class average.
Clearly below the class average.
Business Quality: Profit power and business quality trail similar companies in the sector.
Growth: Sales growth trails the sector average.
The stock trades 19% below its peak. The market has trimmed its expectations for the company.
It pays out $1.50 per share each year — regular cash for whoever holds the stock.
The company’s market value is 81 times its annual profit. Even a small disappointment could hit the price hard.
Measured against its sector, the quality of the business sits below the class average. Report-card grade: 29/100.
The growth engine is running at low revs right now. Report-card grade: 30/100.
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.