Oversold

FUND

Same as last week
Valuation50/ 100
Cash flow & growth50/ 100
Upside potential38/ 100
Risk potential16/ 100

FUND's valuation appears fair and fundamentals are somewhat mixed.

Valuation

Valuation stays neutral because earnings are difficult to compare across periods. Business trends, outlook and financial risk still contribute to the overall score.

Cash flow & growth

Business trends are mixed. Over the past year: limited comparable growth data. The business score is 50/100. Growth, margins and cash generation drive the score. Missing or older data receives less weight.

Favorable scenario

Business trends and outlook support upside. Price history provides the reference because earnings are difficult to compare.

The calculation starts with the stock’s typical weekly price movements, adjusted for business performance and outlook. Unusually large jumps have less influence. The result is 15% upside, or about $12.36. This uses the 15% minimum allowance.

This is a scenario based on our model, not a forecast or probability.

Downside scenario

Historical price swings are the main risk driver, even without a sharp profit decline.

The stock’s historical price swings drive this figure. Price history and operating stress provide the reference because comparable earnings do not support a future PE target. Operating stress reflects revenue, earnings, margins, outlook and relevant debt exposure. The larger stress gives 16.3% downside, or about $9.00, with a 15% minimum.

This is a scenario based on our model, not a forecast or probability.

FUND vs Historical averages

MetricCurrentAverageRelative
PE5.7x3.5x66% higher
PE percentile835065% higher
EPS$1.87$2.7331% lower
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FUND’s earnings are below their historical averages, while its earnings multiple is higher.

FUND Forward outlook

MetricOutlook
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FUND PE Valuation

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This table applies FUND's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.

FUND Earnings Per Share

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This chart tracks FUND's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.

FUND Quarterly Revenue

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This chart tracks FUND's quarterly revenue over time and shows how sales are changing from year to year.

FUND Free Cash Flow

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This chart tracks FUND's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.

FUND Total Shares

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This chart tracks changes in FUND's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.

FUND Net Leverage

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Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.

FUND PE vs Financial Services Sector

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This chart compares FUND's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.

FUND Weekly Price

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This chart uses FUND's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.

FUND Weekly Moving Averages

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This chart compares FUND's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.

FUND Yearly ROI

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Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.