Hand of the Market Screener
Quality checklist

4 of 4 checks passed · quarter ending 2026-07-31

  • ROIC at least 10%—no value
  • Operating margin up over 3 years+29.4 pppassed
  • Free cash flow at least 80% of net income100.3%passed
  • Share count up at most 5% in 3 years-7.4%passed
  • Net debt at most 3× EBITDA—no value
  • Revenue grew over 3 years14.4%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
−$3.35M −0.1 pp of the company
0 buying · 1 selling · 1 holding
Active managers
+$7.94M +0.1 pp of the company
2 buying · 0 selling · 2 holding
Mutual funds & ETFs
+$523.5K +0.0 pp of the company
1 buying · 0 selling · 2 holding

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

Size & liquidity
PATHSector12 quartersMarket cap$7.27B$9.71BEnterprise value—$13.46BAvg daily $ volume$653.62M$182.65MDaily turnover9.0%1.5%
Growth
PATHSector12 quartersRevenue CAGR 3y14.4%8.2%23.3% → 14.4%Revenue CAGR 5y18.5%10.2%Revenue growth YoY13.4%14.1%24.1% → 13.4%Revenue acceleration−3.9 pp+0.6 pp+5.4 pp → −3.9 ppFCF growth YoY17.2%17.2%244.9% → 17.2%FCF conversion100.3%137.7%1535.3% → 100.3%Forward growth (HoM est.)13.9%11.4%
Valuation
PATHSector12 quartersP/E (trailing)20.1×35.1×P/E (forward, HoM est.)17.6×31.5×P/E vs. sector0.6×1.0×PEG (HoM est.)1.272.92EV/EBITDA—19.7×EV/Sales—4.9×FCF yield—3.6%Dividend yield0.0%0.0%Shareholder yield3.7%2.1%
Quality
PATHSector12 quartersQuality checks passed44ROIC—11.8%Gross profitability48.9%31.6%36.6% → 48.9%Gross margin82.5%57.6%84.3% → 82.5%Gross margin Δ 3y−1.5 pp+1.2 pp+0.5 pp → −1.5 ppOperating margin8.9%12.8%-18.6% → 8.9%Operating margin Δ 3y+29.4 pp+3.6 pp+37.9 pp → +29.4 ppDebt/equity—0.5×Net debt/EBITDA—0.7×Interest coverage—10.1×Share count Δ 3y-7.4%-2.3%231.1% → -7.4%Stock compensation / revenue13.6%4.2%31.5% → 13.6%Accruals ratio-0.4%-5.6%-15.1% → -0.4%
Earnings & estimates
PATHSector12 quartersDays to next report4613
Ownership & positioning
PATHSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$68.35KInstitutional ownership69.5%93.5%Institutional Δ QoQ+9.0 pp+1.3 ppConviction funds net buying−0.1 pp+0.0 ppActive managers net buying+0.1 pp+0.1 ppActive funds net buying+0.0 pp+0.0 ppDays to cover2.314.04Short % of shares out20.8%5.5%Short interest Δ+0.8 pp+0.1 pp

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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.