Top Achievers - Above Average Performance & Manageable Debt

Components Performance/Risk
Period Return
90.2%
Return Rank
Strong
Risk Exposure
Below Average

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 Services186.1625 B57.5% Weak Up Below Average
Star Bulk Carriers SBLK TransportationMaritime Freight Bulk31.823.6 B81.8% Weak Up Below Average
Danaos Corp. DAC TransportationMaritime Freight Bulk153.312.8 B68.9% Strong Up Low Risk
Safe Bulkers SB TransportationMaritime Freight Bulk9.09957 M118.5% Strong Up Below Average
Matson MATX TransportationMaritime Freight Bulk219.266.7 B117.9% Weak Up Average Risk
Dorian LPG LPG TransportationMarine Freight Crude Oil & LNG52.132.2 B95.4% Strong Up Average Risk
International Seaways INSW TransportationDiversified Maritime Freight & Services101.195.0 B154.1% Neutral Average Risk
BW LPG (ADR) BWLP TransportationOil & Gas Distribution Logistics24.353.7 B84.1% Strong Up Average Risk
Greene County Bancorp GCBC FinanceCommercial Banks (National & Regional)34.74592 M54.7% Strong Up Below Average
United Fire Group UFCS FinanceProperty & Casualty Insurance54.851.4 B83.8% Weak Up Below Average
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