Invests primarily in equity securities of mid-sized companies. Focuses on companies identified as having value characteristics. Now — the numbers.
This is an established company with proven profits.
No real growth (2% a year). Red columns mark years that ended in a loss.
The gap is $124.9M. In times of high interest rates, a gap like that can squeeze a company.
The market pays 2,614.3× for every dollar this company earns in a year — a price that already assumes things go well.
No analyst target is on record for this company.
angles, checked one by one.
The 3 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
Revenue Growth: Sales are growing slowly.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
The net profit margin is 36% — still a thick cushion, though costs have been eating into it lately.
Over the last 4 years, sales grew only 2% a year on average. At this size, speeding back up is not easy.
The company’s market value is 2614 times its annual profit. Even a small disappointment could hit the price hard.
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.