Manages capital for institutional investors. Manages capital for high-net-worth individuals. Now — the numbers.
The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.
Average growth of 42% a year over the last 4 years. Red columns mark years that ended in a loss.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
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 looks reasonable next to what the company earns.
Clearly below the class average.
Clearly below the class average.
Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.
Growth: Sales growth trails the sector average.
The stock trades 49% below its peak. The market has trimmed its expectations for the company.
Sales run at $50.5M a year. A small number, but proof the product has real buyers.
Over the last 12 months, company executives reported 2 buys and 0 sells. Management buying with its own money is usually read as a good sign.
It pays out $1.40 per share each year — regular cash for whoever holds the stock.
A loss of $1.2M against $50.5M in annual sales.
Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 11/100. For a turnaround signal, the stock first needs to close the gap with the market.
The growth engine is running at low revs right now. Report-card grade: 17/100.
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.