Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
VLYSector12 quartersMarket cap$7.64B$6.02BEnterprise value—$8.09BAvg daily $ volume$120.44M$69.62MDaily turnover1.6%0.9%
VLYSector12 quartersRevenue CAGR 3y—9.3%Revenue CAGR 5y—7.4%Revenue growth YoY—10.7%Revenue acceleration—−0.5 ppFCF growth YoY54.6%13.9%FCF conversion80.5%111.5%Forward growth (HoM est.)—10.6% VLYSector12 quartersP/E (trailing)11.0×13.0×P/E (forward, HoM est.)—11.9×P/E vs. sector0.8×1.0×PEG (HoM est.)—1.33EV/Sales—2.7×FCF yield—7.4%Dividend yield2.4%2.0%Shareholder yield3.9%4.6%
VLYSector12 quartersQuality checks passed33ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y8.9%-1.6%Stock compensation / revenue—2.0%Accruals ratio0.2%-0.5% VLYSector12 quartersEfficiency ratio55.8%58.5%Net interest income / assets2.9%3.2%Credit cost0.2%0.2%Return on tangible equity11.6%14.6%Equity / assets11.9%13.4%Price / tangible book1.3×1.8× VLYSector12 quartersDays to next report1513
VLYSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$161.4KInstitutional ownership76.9%85.8%Institutional Δ QoQ+2.5 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+0.9 pp−0.0 ppActive funds net buying+0.0 pp+0.0 ppDays to cover6.804.49Short % of shares out10.7%4.4%Short interest Δ+2.3 pp+0.1 pp