Hand of the Market Screener
Quality checklist

4 of 5 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%24.1%passed
  • Operating margin up over 3 years+27.1 pppassed
  • Free cash flow at least 80% of net income248.9%passed
  • Share count up at most 5% in 3 years40.6%failed
  • Net debt at most 3× EBITDA—no value
  • Revenue grew over 3 years32.7%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
−$18.47M −0.0 pp of the company
0 buying · 1 selling · 0 holding
Active managers
−$1.02B −1.2 pp of the company
1 buying · 3 selling · 4 holding
Mutual funds & ETFs
+$788.92M +0.9 pp of the company
3 buying · 0 selling · 5 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
BESector12 quartersMarket cap$63.87B$7.59BEnterprise value$63.69B$10BAvg daily $ volume$4.44B$111.26MDaily turnover7.0%1.2%
Growth
BESector12 quartersRevenue CAGR 3y32.7%5.3%15.9% → 32.7%Revenue CAGR 5y29.0%8.2%24.1% → 29.0%Revenue growth YoY165.5%10.3%37.0% → 165.5%Revenue acceleration+35.1 pp+0.9 pp+13.2 pp → +35.1 ppFCF growth YoY1317.7%13.1%72.5% → 1317.7%FCF conversion248.9%116.2%1297.8% → 248.9%Forward growth (HoM est.)41.4%8.3%
Valuation
BESector12 quartersP/E (trailing)254.4×25.3×P/E (forward, HoM est.)180.0×23.0×P/E vs. sector10.1×1.0×PEG (HoM est.)4.352.71EV/EBITDA—14.5×EV/Sales20.5×2.4×FCF yield1.0%3.9%Dividend yield0.0%0.6%Shareholder yield-0.1%2.3%
Quality
BESector12 quartersQuality checks passed44ROIC24.1%10.8%-26.9% → 24.1%Gross profitability17.3%24.7%7.4% → 17.3%Gross margin31.2%35.2%12.3% → 31.2%Gross margin Δ 3y+13.8 pp+1.1 pp−10.1 pp → +13.8 ppOperating margin11.2%11.0%-18.2% → 11.2%Operating margin Δ 3y+27.1 pp+0.6 pp−9.2 pp → +27.1 ppDebt/equity1.5×0.6×1.7× → 1.5×Net debt/EBITDA—1.6×Interest coverage8.2×6.4×-1.1× → 8.2×Share count Δ 3y40.6%-2.7%61.2% → 40.6%Stock compensation / revenue—0.8%Accruals ratio-11.9%-3.9%7.4% → -11.9%
Earnings & estimates
BESector12 quartersDays to next report513
Ownership & positioning
BESector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$1.29M$0Institutional ownership78.4%94.5%Institutional Δ QoQ−15.1 pp+0.6 ppConviction funds net buying−0.0 pp−0.0 ppActive managers net buying−1.2 pp+0.0 ppActive funds net buying+0.9 pp+0.0 ppDays to cover1.033.81Short % of shares out7.2%4.6%Short interest Δ+0.7 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.