Key Metrics
Avg P/E Ratio
34.5
Profitable Companies
88%
Avg Growth
10.1%
Avg Dividend Yield
1.08%
Historical Return
1 Year
+719.7%
+1.1% Div
3 Years Ø
+29.8%
+1.1% Div
5 Years Ø
+18.3%
+1.1% Div
1 Year
+39813.3%
+1.1% Div
3 Years Ø
+29.1%
+1.1% Div
5 Years Ø
+9.2%
+1.1% Div
Risk & Analysis Metrics
Volatility
20.78%
1 Year
19.31%
3 Years
20.37%
5 Years
404.66%
10 Years
Max Drawdown
-11.95%
1 Year
-23.83%
3 Years
-26.51%
5 Years
-35.41%
10 Years
Sharpe Ratio
1.08
1 Year
1.14
3 Years
0.67
5 Years
0.36
10 Years
Volatility
385.67%
1 Year
240.63%
3 Years
3038.00%
5 Years
387622.35%
10 Years
Max Drawdown
-7.20%
1 Year
-17.44%
3 Years
-28.55%
5 Years
-38.64%
10 Years
Sharpe Ratio
2.25
1 Year
1.83
3 Years
0.59
5 Years
0.32
10 Years
Return Triangle (Heatmap)
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | -4.1% | 11.2% | 27.6% | 28.6% | 24.2% | 22.9% | 32.3% | 27.2% | 27.3% | 27.8% | 28.0% | 23.7% | 24.5% | 24.9% | 24.4% |
| 2012 | 28.9% | 47.1% | 41.8% | 32.5% | 29.2% | 39.5% | 32.4% | 31.9% | 32.0% | 31.7% | 26.5% | 27.2% | 27.5% | 26.7% | |
| 2013 | 67.9% | 48.8% | 33.7% | 29.2% | 41.8% | 33.0% | 32.4% | 32.4% | 32.1% | 26.3% | 27.0% | 27.3% | 26.5% | ||
| 2014 | 31.8% | 19.3% | 18.4% | 35.9% | 26.9% | 27.2% | 27.9% | 28.2% | 22.4% | 23.5% | 24.2% | 23.6% | |||
| 2015 | 8.0% | 12.3% | 37.3% | 25.8% | 26.3% | 27.3% | 27.6% | 21.2% | 22.6% | 23.4% | 22.8% | ||||
| 2016 | 16.7% | 54.8% | 32.3% | 31.4% | 31.6% | 31.2% | 23.3% | 24.6% | 25.3% | 24.4% | |||||
| 2017 | 105.4% | 40.9% | 36.7% | 35.6% | 34.4% | 24.4% | 25.8% | 26.4% | 25.3% | ||||||
| 2018 | -3.4% | 11.5% | 18.0% | 20.8% | 12.5% | 15.9% | 17.9% | 17.8% | |||||||
| 2019 | 28.6% | 30.5% | 30.2% | 16.9% | 20.2% | 21.9% | 21.2% | ||||||||
| 2020 | 32.4% | 31.0% | 13.2% | 18.2% | 20.6% | 20.0% | |||||||||
| 2021 | 29.6% | 4.7% | 13.8% | 17.9% | 17.7% | ||||||||||
| 2022 | -15.4% | 6.7% | 14.2% | 14.9% | |||||||||||
| 2023 | 34.5% | 32.6% | 27.2% | ||||||||||||
| 2024 | 30.8% | 23.7% | |||||||||||||
| 2025 | 17.0% |
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |
| 2013 | - | - | - | - | - | - | - | - | - | - | - | - | - | ||
| 2014 | - | - | - | - | - | - | - | - | - | - | - | - | |||
| 2015 | - | - | - | - | - | - | - | - | - | - | - | ||||
| 2016 | - | - | - | - | - | - | - | - | - | - | |||||
| 2017 | - | - | - | - | - | - | - | - | - | ||||||
| 2018 | 15.1% | 18.4% | 34.0% | 57.1% | 80.3% | 84.5% | 77.7% | 80.2% | |||||||
| 2019 | 21.8% | 44.6% | 74.3% | 101.7% | 102.8% | 91.0% | 92.2% | ||||||||
| 2020 | 71.7% | 108.6% | 138.6% | 130.3% | 109.0% | 107.3% | |||||||||
| 2021 | 153.3% | 181.3% | 154.0% | 119.6% | 115.3% | ||||||||||
| 2022 | 212.3% | 154.4% | 109.3% | 106.7% | |||||||||||
| 2023 | 107.2% | 71.4% | 80.2% | ||||||||||||
| 2024 | 41.8% | 68.0% | |||||||||||||
| 2025 | 99.0% |
Distributions
Last updated: Jul 01, 2026Profit Margin Distribution
P/E Ratio Distribution
Discounted Cash Flow
Weighted Average Undervaluation
N/A
Undervalued
Overvalued
Equal Weight Average Undervaluation
N/A
Undervalued
Overvalued
Portfolio Concentration
43.6%
Top 5 Holdings
54.2%
Top 10 Holdings
84.6%
Top 50 Holdings
95.1%
Top 100 Holdings
Top 5 Companies
Market Cap Size Distribution
Micro: < $300M
Small: $300Mā$2B
Mid: $2Bā$10B
Large: $10Bā$200B
Mega: > $200B
Micro: < $300M
Small: $300Mā$2B
Mid: $2Bā$10B
Large: $10Bā$200B
Mega: > $200B
Latest News
View all news →
4 days ago
• prnewswire.com
GeneDx Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against GeneDx Holdings Corp. - WGS
NEW ORLEANS, July 10, 2026 /PRNewswire/ -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until August 3, 20...
4 days ago
• prnewswire.com
Erasca Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against Erasca - ERAS
NEW ORLEANS, July 10, 2026 /PRNewswire/ -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until August 10, 2...
4 days ago
• newsfilecorp.com
ROSEN, A LEADING LAW FIRM, Encourages GeneDx Holdings Corp. Investors to Secure Counsel Before Important Deadline in Securities Class Action - WGS
New York, New York--(Newsfile Corp. - July 10, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock o...
Average metrics of all companies in sector Last updated: Jul 12, 2026
Compare to Market
| Market Cap The average market value of companies in this sector. | $15.7B | |
| Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. | 1.08 % | |
| Beta Indicates the relationship between the price performance of a share and the market. | 0.94 | |
| P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. | 34.46 | |
| Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. | -58.08 | |
| Profitable Companies | 88% | |
| PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. | 12.14 | |
| Price to Sales Ratio Market cap divided by the revenue in the most recent year. | 6.82 | |
| Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. | 7.57 |
Compare to Market
| Enterprise Value to EBIT Enterprise Value divided by EBIT. | 19.02 | |
| Enterprise Value to Revenue Enterprise value divided by revenue. | 8.35 | |
| Total Debt to Enterprise Value Total debt divided by enterprise value. | 0.12 | |
| Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. | 0.82 | |
| Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. | 14.97% | |
| Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. | +10.1% | |
| Return on Equity Equity divided by market cap. | 19.31% | |
| Return on Assets Indicates a company's profitability in relation to its total assets. | 6.20% | |
| Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. | 13.80% |
Stock Screener
Select filters to narrow down the 467 companies below
467 companies
Market Cap
$270.27B
Dividends
2.3%
P/E Ratio
25.0
Revenue
$15.9B
+9.5%
Net Income
$1.22B
+15.3%
Profit Margin
+7.6%
Market Cap
$235.41B
Dividends
0.0%
P/E Ratio
63.2
Revenue
$2.71B
+35.1%
Net Income
$1.02B
+25.7%
Profit Margin
+37.8%
Employees
2.3K
View Stock
Market Cap
$195.86B
Dividends
0.3%
P/E Ratio
28.9
Revenue
$11B
+6.2%
Net Income
$1.65B
+9.6%
Profit Margin
+15.0%
Employees
75K
View Stock
Market Cap
$106.04B
Dividends
0.2%
P/E Ratio
34.9
Revenue
$978B
+13.5%
Net Income
$104B
+55.1%
Profit Margin
+10.6%
Market Cap
$83.68B
Dividends
3.5%
P/E Ratio
28.7
Revenue
$8.3B
+1.1%
Net Income
$402M
-80.0%
Profit Margin
+4.8%
Market Cap
$44.39B
Dividends
4.5%
P/E Ratio
13.6
Revenue
$5.04B
+6.7%
Net Income
$919M
+13.2%
Profit Margin
+18.2%
Market Cap
$41.84B
Dividends
0.0%
P/E Ratio
-102.7
Revenue
$3.79B
+12.1%
Net Income
-$389M
-1777.0%
Profit Margin
-10.3%
Market Cap
$38.24B
Dividends
4.1%
P/E Ratio
21.9
Revenue
$1.61B
+12.5%
Net Income
$421M
+41.5%
Profit Margin
+26.2%
Employees
14.3K
View Stock
Market Cap
$37.93B
Dividends
0.8%
P/E Ratio
26.9
Revenue
$1.84B
+10.0%
Net Income
$339M
+57.7%
Profit Margin
+18.5%
Market Cap
$36.15B
Dividends
2.8%
P/E Ratio
133.5
Revenue
$1.94B
+21.6%
Net Income
$144M
+800.6%
Profit Margin
+7.4%
Market Cap
$30.5B
Dividends
0.0%
P/E Ratio
25.1
Revenue
$1.41B
+8.5%
Net Income
$577M
+12.0%
Profit Margin
+40.9%
Market Cap
$30.5B
Dividends
0.0%
P/E Ratio
25.1
Revenue
$1.41B
+8.5%
Net Income
$577M
+12.0%
Profit Margin
+40.9%
Market Cap
$28.65B
Dividends
0.3%
P/E Ratio
27.0
Revenue
$2.49B
+11.6%
Net Income
$261M
+83.5%
Profit Margin
+10.5%
Market Cap
$24.82B
Dividends
3.0%
P/E Ratio
16.6
Revenue
$1.71B
+4.8%
Net Income
$363M
+2.1%
Profit Margin
+21.2%
Market Cap
$24.58B
Dividends
1.2%
P/E Ratio
29.8
Revenue
$429M
+6.6%
Net Income
$215M
+7.6%
Profit Margin
+50.0%
Market Cap
$24.28B
Dividends
0.0%
P/E Ratio
34.9
Revenue
$812M
+11.0%
Net Income
$148M
+1.5%
Profit Margin
+18.2%
Market Cap
$23.63B
Dividends
0.0%
P/E Ratio
1.5
Revenue
$760M
-2.1%
Net Income
-$108k
-100.3%
Profit Margin
-0.0%
Employees
7.53K
View Stock
Market Cap
$23.63B
Dividends
0.0%
P/E Ratio
1.5
Revenue
$760M
-2.1%
Net Income
-$108k
-100.3%
Profit Margin
-0.0%
Employees
7.53K
View Stock
Market Cap
$23.35B
Dividends
3.8%
P/E Ratio
74.5
Revenue
$6.24B
+69.2%
Net Income
$405M
+40.8%
Profit Margin
+6.5%
Market Cap
$23.32B
Dividends
0.0%
P/E Ratio
16.0
Revenue
$1.27B
+20.9%
Net Income
$303M
+91.7%
Profit Margin
+23.8%