Top Achievers - Above Average Performance & Manageable Debt

Components Performance/Risk
Period Return
70.7%
Return Rank
Strong
Risk Exposure
Average Risk

The selection of equities, listed on NYSE and NASDAQ, is updated dynamically by machine learning at market closure every night

 

Long-term and total debt filters characterize prudent management 

  • Financial Leverage, which measures each firm's ability to meet its long-term debt obligations relative to shareholder equity, targets firms lower - or at most equal to a broad sample of 1200 US listed companies
  • Companies are also singled-out for their ability to pay down total debt, in terms of generated income (EBIDA)

 

Performance - cumulatively from the past week, the past month and for every quarter to the full year - is screened for above average trends

Risk exposure might be above average, but companies ranking highest in volatility are not considered

 

The Analytics tab provides insights on the valuation gap between peers

Rank the selection by sector and enter valuation ratios such as P/E, P/B, P/CF, ROE, ROIC, Net Margin... to highlight differences 


iShares Edge MSCI USA Quality Factor ETF is the benchmark of the selection

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Expeditors International of Washington EXPD TransportationLogistics Services176.1824 B59.4% Strong Up Below Average
J.B. Hunt Transport Services JBHT TransportationTrucking Freight/Courier Services289.3728 B97.7% Weak Up Average Risk
Matson MATX TransportationMaritime Freight Bulk213.596.8 B107.8% Strong Up Average Risk
First Financial Bancorp FFBC FinanceCommercial Banks (National & Regional)33.793.7 B59.8% Strong Up Low Risk
Southern Missouri Bancorp Inc. SMBC FinanceCommercial Banks (National & Regional)77.72860 M39.1% Weak Up Low Risk
Trico Bancshares TCBK FinanceCommercial Banks (National & Regional)59.281.9 B51.1% Weak Up Low Risk
Zions Bancorporation ZION FinanceCommercial Banks (National & Regional)69.1611 B38.6% Strong Up Below Average
Royal Bank Of Canada RY FinanceCommercial Banks (National & Regional)208.46301 B68.5% Strong Up Low Risk
LCNB Corp. LCNB FinanceCommercial Banks (National & Regional)19.55273 M35.2% Weak Up Below Average
SmartFinancial SMBK FinanceCommercial Banks (National & Regional)49.06823 M37.5% Weak Up Low Risk
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