TickerGuard
Buy Day today: Good (62) Broad market participation · no major macro event

Value & GARP

Peter Lynch: PEG ≤ 1

158 Hits · last calculated September 18, 2026 Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Market filter active: the list shows 100 hits from US

Methodology & criteria

Lynch's core rule from 'One Up on Wall Street': the P/E should be below the growth rate — PEG (P/E ÷ expected earnings growth in %) no more than 1. Expected growth (earnings per share, next fiscal year) must be between 10 and 50% — below 10% it's not a growth stock, above 50% Lynch considers the pace unsustainable. Plus solid financing (debt ratio ≤ 1). Source: fundamental data.

No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).

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Terms in This Scanner Explained

(15)
ADR (Average Daily Range)
The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Scanners that run without the global filters still include them; that is noted below their hit list. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
AI Classification
Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
Analysis (Full Company Analysis)
If the Analysis column shows "Read," there is an in-depth TickerGuard company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
Avg/Yr 3Y (Average Annual Return)
The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
Earnings Date
The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
EPS (Earnings per Share)
Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
Free Cash Flow (FCF)
Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
Funda Rating (Fundamental Rating A+ to F)
Our proprietary fundamental rating from 0 to 100 points with a school-grade rank from A+ to F. 50 points is the average across the universe, 100 the best possible score. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below — A/A+ are the fundamentally strongest stocks in the universe.
Market Capitalization (Mkt Cap)
The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run. The cap does not apply to scanners that run without the global filters; that is noted below their hit list.
Net Margin
How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
Operating Cash Flow (OCF)
The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
PEG (P/E ÷ Earnings Growth)
The P/E ratio divided by the expected earnings growth rate in percent. Peter Lynch's rule of thumb: a PEG around 1 is fair, well below that is cheap - a stock with a P/E of 20 and 40% growth (PEG 0.5) can be cheaper than one with a P/E of 10 and 5% growth (PEG 2).
Piotroski F-Score
A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
Sector & Industry
Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
Stage (Weinstein Stages 1-4)
Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
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Peter Lynch: PEG ≤ 1
Symbol Earnings Avg/Y 3Y Volatility Stage Funda Rating Piotroski MktCap Industry AI Rating Deep Dive Deep-Dive Report Sector Price YTD 6 Mo. 1 Year Off High Price Target RS EPS Rating ADR 10D ADR 30D Beta P/E P/E (f) P/S P/B P/FCF PEG EV/EBITDA EBIT Margin Gross Margin Net Margin ROE ROA Debt/Eq Equity Ratio Sales +/Y Growth Score Div. Yield Payout Ratio Altman Z Inst. % Short % Analysts
STRL Sterling Construction Company Inc 11/02 +532 % 86 % Stage 2 A 84 7 of 9 16.2 $ Engineering & Construction Uses AI Industrials 505.70 $ +191.4 % +159.2 % +51.1 % −12.3 % +81.5 % 97 88 7.1 % 7.5 % 1.85 41.9 18.0 4.7 12.1 33.8 0.58 20.2 17.2 % 23.8 % 12.6 % 36.7 % 14.5 % 0.57 42.7 % +17.7 % 5 0.0 % 0.0 % 6.7 95.7 % 4.6 % 5.0 (3)
GFS Globalfoundries Inc 08/04 +15 % 60 % Stage 2 B 58 5 of 9 25.4 $ Semiconductors Technology 45.80 $ +138.8 % +126.9 % +42.6 % −7.0 % +76.7 % 95 14 6.4 % 7.2 % 1.77 27.9 17.1 3.7 2.1 23.6 0.65 10.5 11.0 % 27.1 % 10.3 % 6.8 % 3.0 % 0.15 69.2 % +0.6 % 4 1.1 % 14.2 % 5.1 103.1 % 14.9 % 3.8 (20)
SEZL Sezzle Inc. 08/06 ⚠ Wildest 10% 88 % Stage 2 B 72 6 of 9 3.9 $ Credit Services Uses AI Financial Services 113.10 $ +138.8 % +131.8 % +27.8 % −12.3 % +48.5 % 91 76 8.0 % 7.4 % 6.67 16.0 19.0 7.4 11.4 12.0 0.07 20.0 61.0 % 75.0 % 30.3 % 92.0 % 48.8 % 0.74 43.3 % +66.1 % 9 0.0 % 0.0 % 11.4 40.9 % 24.9 % 5.0 (2)
DDD 3D Systems Corporation 08/10 -22 % ⚠ Wildest 10% 89 % Stage 2 D 42 4 of 9 0.6 $ Computer Hardware Uses AI Technology 3.50 $ +77.4 % +60.7 % +58.0 % −28.4 % +77.4 % 89 42 7.6 % 8.6 % 2.76 8.0 22.5 1.5 2.4 0.85 4.7 33.8 % -14.1 % 32.6 % -6.5 % 0.62 -12.1 % 3 0.0 % 0.0 % -0.4 59.1 % 27.3 % 3.5 (4)
SCHL Scholastic Corporation 07/23 +8 % 37 % Stage 2 C 51 6 of 9 0.6 $ Publishing Communication Services 35.00 $ +44.9 % +60.4 % +31.6 % −1.4 % +20.0 % 86 69 3.4 % 3.1 % 1.01 15.6 22.2 0.4 0.8 36.9 1.71 5.0 56.4 % 3.6 % 6.9 % 1.4 % 0.33 +2.3 % 5 2.9 % 40.7 % 7.1 94.1 % 19.5 %
FTK Flotek Industries Inc 08/04 +148 % 78 % Stage 2 B 59 4 of 9 1.1 $ Oil & Gas Equipment & Services Energy 30.60 $ +36.2 % +25.9 % +159.8 % −14.4 % +27.2 % 86 20 6.4 % 6.7 % 1.47 38.0 20.9 3.8 9.2 4.32 25.6 24.7 % 13.0 % 25.1 % 10.9 % 0.43 +26.9 % 6 0.0 % 0.0 % 2.7 31.8 % 24.2 % 4.5 (2)
TCMD Tactile Systems Technology Inc 08/03 +4 % 60 % Stage 1 B 70 6 of 9 0.5 $ Medical Devices Healthcare 22.60 $ -8.8 % +3.1 % +64.7 % −25.9 % +73.3 % 84 64 4.8 % 4.3 % 0.79 26.4 19.1 1.5 2.4 19.2 17.79 9.9 76.8 % 7.1 % 9.6 % 7.9 % 0.07 +12.5 % 5 0.0 % 0.0 % 11.8 103.5 % 11.7 % 3.4 (5)
AUPH Aurinia Pharmaceuticals Inc 07/30 +31 % 42 % Stage 2 A 76 6 of 9 2.1 $ Biotechnology Neutral Healthcare 17.00 $ +12.1 % +3.2 % +37.9 % −8.8 % +5.0 % 83 79 5.6 % 4.2 % 1.41 8.1 11.6 6.8 4.0 12.3 9.6 53.3 % 77.9 % 100.8 % 65.0 % 15.5 % 0.12 78.4 % +20.4 % 7 0.0 % 0.0 % 9.2 60.3 % 7.5 % 4.3 (6)
MLI Mueller Industries Inc 07/28 +79 % 33 % Stage 2 B 70 7 of 9 13.3 $ Metal Fabrication Neutral Industrials 60.30 $ +19.4 % +4.4 % +23.5 % −5.3 % +28.1 % 80 79 3.5 % 3.2 % 1.11 15.1 18.2 2.9 4.0 19.4 3.41 10.0 23.0 % 28.8 % 18.3 % 28.3 % 16.5 % 0.01 84.6 % +10.9 % 4 1.2 % 17.9 % 18.1 93.5 % 2.2 % 5.0 (1)
RMR RMR Group Inc 08/04 +5 % 26 % Stage 2 D 42 3 of 9 0.3 $ Real Estate Services Real Estate 18.90 $ +47.1 % +45.0 % +24.1 % −3.0 % +8.6 % 80 7 2.3 % 2.2 % 1.07 16.0 19.4 0.5 1.4 3.5 0.09 5.6 97.0 % 8.9 % 11.2 % 6.3 % 0.69 -22.0 % 3 9.4 % 2.7 % 7.7 80.5 % 9.3 % 3.7 (3)
FCX Freeport-McMoran Copper & Gold Inc 07/22 +25 % 52 % Stage 2 B 73 8 of 9 102.2 $ Copper Uses AI Basic Materials 70.90 $ +27.4 % +19.2 % +58.8 % −13.1 % +3.8 % 78 89 4.1 % 4.7 % 1.40 37.9 17.8 3.9 5.3 20.7 4.44 11.7 31.1 % 38.3 % 11.4 % 15.6 % 7.6 % 0.53 33.2 % +1.1 % 5 0.8 % 26.3 % 5.9 88.3 % 2.2 % 4.3 (22)
VLY Valley National Bancorp 07/23 +40 % 27 % Stage 2 B 60 8 of 9 7.6 $ Banks - Regional Financial Services 13.70 $ +25.2 % +24.9 % +31.9 % −1.1 % +22.8 % 77 79 2.4 % 2.3 % 1.05 12.4 9.0 1.0 13.7 1.16 0.0 46.4 % 100.0 % 34.5 % 8.6 % 1.1 % 0.39 12.1 % -2.2 % 4 3.2 % 37.6 % 3.6 90.1 % 10.5 % 3.6 (12)
AROW Arrow Financial Corporation 07/23 +40 % 26 % Stage 2 B 67 9 of 9 0.6 $ Banks - Regional Neutral Financial Services 38.10 $ +29.4 % +32.2 % +36.5 % −1.0 % +11.8 % 77 87 2.7 % 2.7 % 0.73 12.5 13.0 1.5 13.9 2.84 0.0 100.0 % 30.1 % 12.1 % 1.2 % 0.08 +8.8 % 6 3.1 % 37.3 % 3.6 56.9 % 3.0 % 3.0 (2)
FRST Primis Financial Corp 07/23 +34 % 29 % Stage 2 C 51 3 of 9 0.4 $ Banks - Regional Financial Services 15.80 $ +14.1 % +27.8 % +52.0 % −0.9 % +19.2 % 77 9 2.5 % 2.4 % 0.72 9.0 7.2 0.9 0.0 100.0 % 24.9 % 11.5 % 1.3 % 0.89 +23.0 % 6 2.5 % 42.6 % 3.2 86.4 % 3.5 % 5.0 (1)
PRG PROG Holdings Inc 07/22 +10 % 45 % Stage 2 B 57 6 of 9 1.4 $ Rental & Leasing Services Uses AI Industrials 35.70 $ +48.2 % +34.2 % +2.8 % −8.0 % +49.7 % 76 55 4.8 % 4.3 % 1.77 9.1 6.6 0.5 1.8 4.5 0.93 1.3 14.7 % 36.2 % 5.6 % 17.6 % 15.0 % 0.80 46.4 % -2.2 % 4 1.5 % 13.5 % 5.3 109.0 % 9.8 % 4.3 (7)
CFG Citizens Financial Group, Inc. 07/16 +69 % 27 % Stage 2 B 63 8 of 9 28.1 $ Banks - Regional Financial Services 67.40 $ +19.8 % +19.3 % +34.7 % −0.8 % +22.0 % 75 76 2.0 % 2.2 % 1.00 16.0 10.8 2.7 1.2 11.8 1.65 0.0 32.1 % 100.0 % 26.1 % 7.7 % 0.9 % 0.69 11.5 % -9.7 % 6 2.6 % 39.9 % 4.0 98.8 % 0.0 % 4.6 (17)
VOYA Voya Financial Inc 08/04 +14 % 26 % Stage 2 C 48 5 of 9 9.1 $ Financial Conglomerates Financial Services 99.60 $ +25.1 % +21.8 % +34.1 % −3.8 % +8.5 % 75 68 2.5 % 2.5 % 0.89 15.4 9.2 1.1 2.0 7.6 1.19 0.0 14.3 % 55.6 % 7.4 % 11.9 % 0.4 % 0.55 2.7 % -6.9 % 3 1.8 % 25.0 % 3.8 111.9 % 0.0 % 3.6 (12)
PLGO Pelagos Insurance Capital Ltd 08/12 28 % Stage 2 B 60 7 of 9 2.2 $ Insurance - Diversified Threatened Financial Services 24.10 $ +22.1 % +28.1 % +44.8 % −1.6 % +5.3 % 75 50 2.9 % 2.8 % 0.28 6.8 5.3 1.0 0.9 7.5 0.0 19.3 % 25.2 % 15.9 % 16.2 % 2.4 % 0.37 21.1 % +2.9 % 5 2.4 % 16.8 % 81.6 % 4.2 %
DCOM Dime Commercial Bancshares, Inc. 07/23 +51 % 28 % Stage 2 B 62 9 of 9 1.8 $ Banks - Regional Neutral Financial Services 40.60 $ +34.2 % +31.7 % +36.3 % −1.9 % +12.8 % 75 81 2.6 % 2.6 % 0.99 15.6 12.8 3.1 1.3 8.9 3.76 0.0 44.2 % 100.0 % 29.4 % 8.5 % 0.9 % 0.47 10.0 % +13.0 % 6 2.4 % 34.1 % -0.8 89.9 % 11.1 % 4.6 (5)
APA APA Corporation 08/05 +6 % 46 % Stage 2 B 59 5 of 9 16.2 $ Oil & Gas E&P Neutral Energy 45.50 $ +47.8 % +41.5 % +94.7 % −18.6 % +2.4 % 74 72 3.4 % 3.9 % 0.37 10.4 9.7 2.4 6.1 1.21 3.5 38.5 % 78.3 % 19.6 % 26.2 % 11.6 % 0.75 32.1 % -8.4 % 5 2.2 % 19.6 % 1.5 106.1 % 9.1 % 3.1 (29)
OBT Orange County Bancorp Inc 07/29 +43 % 27 % Stage 2 B 61 5 of 9 0.5 $ Banks - Regional Financial Services 38.20 $ +29.2 % +31.0 % +49.9 % −8.0 % +11.7 % 74 50 3.9 % 3.2 % 0.42 10.9 0.0 1.7 7.9 0.0 100.0 % 38.6 % 17.9 % 1.8 % 0.12 +10.5 % 5 1.9 % 20.3 % -1.0 54.5 % 1.3 % 4.7 (3)
FSLR First Solar Inc 07/30 +12 % 54 % Stage 2 B 67 6 of 9 22.8 $ Solar Technology 201.20 $ -4.6 % -14.5 % -6.9 % −22.5 % +43.8 % 73 81 5.2 % 6.3 % 1.73 12.2 9.0 4.2 2.1 15.2 0.39 8.5 33.1 % 44.0 % 32.5 % 18.4 % 8.6 % 0.04 74.0 % +24.1 % 8 0.0 % 0.0 % 10.6 94.5 % 11.5 % 4.3 (37)
HL Hecla Mining Company 08/05 +69 % 74 % Stage 1 B 68 6 of 9 13.5 $ Other Precious Metals & Mining Basic Materials 19.00 $ -21.4 % -22.3 % +72.1 % −55.7 % +29.9 % 73 97 6.1 % 5.9 % 1.38 27.3 26.5 8.4 4.9 26.2 5.64 12.9 55.5 % 61.4 % 19.2 % 19.9 % 15.3 % 0.10 76.1 % +53.0 % 8 0.1 % 2.1 % 9.3 76.5 % 0.0 % 3.9 (10)
PFIS Peoples Financial Services Corp. 07/30 +24 % 25 % Stage 2 C 54 4 of 9 0.7 $ Banks - Regional Financial Services 70.80 $ +34.8 % +35.6 % +43.0 % −0.6 % +3.8 % 72 31 3.1 % 3.0 % 0.72 12.5 15.1 1.4 15.5 1.31 0.0 100.0 % 29.8 % 11.7 % 1.1 % 0.60 +22.3 % 5 3.5 % 43.1 % 3.5 32.3 % 2.8 % 4.0 (2)
FBP First BanCorp. 07/22 +49 % 25 % Stage 2 B 60 9 of 9 4.2 $ Banks - Regional Threatened Financial Services 27.50 $ +39.0 % +33.4 % +31.1 % −0.1 % +15.3 % 71 66 2.1 % 1.9 % 0.79 12.4 20.7 3.3 2.2 4.15 0.0 49.1 % 100.0 % 39.0 % 19.5 % 2.0 % 0.16 10.3 % +5.4 % 5 2.9 % 32.9 % 0.5 101.6 % 6.4 % 4.3 (6)
GIII G-III Apparel Group Ltd +25 % 35 % Stage 2 C 48 6 of 9 1.2 $ Apparel Manufacturing Consumer Cyclical 27.70 $ +16.9 % +9.6 % +3.1 % −8.6 % +34.8 % 71 96 3.6 % 4.1 % 1.27 10.0 9.4 0.4 0.7 4.2 1.29 4.8 15.9 % 40.0 % 4.8 % 7.2 % 2.3 % 0.16 70.6 % -7.0 % 5 1.4 % 17.8 % 10.6 104.4 % 28.3 % 3.3 (4)
INVX Innovex International, Inc 08/04 +5 % 43 % Stage 2 B 61 5 of 9 2.0 $ Oil & Gas Equipment & Services Energy 29.20 $ +17.3 % +11.6 % +72.5 % −20.7 % +14.8 % 71 50 4.3 % 4.7 % 1.07 35.5 0.0 2.0 1.8 15.6 9.0 32.4 % 6.2 % 5.2 % 5.5 % 0.07 +48.0 % 4 0.0 % 0.0 % 11.7 108.9 % 6.3 % 2.0 (1)
SFST Southern First Bancshares Inc 07/28 +42 % 29 % Stage 2 B 62 7 of 9 0.6 $ Banks - Regional Financial Services 61.80 $ +15.9 % +15.3 % +39.2 % −4.9 % +7.9 % 71 83 3.0 % 2.9 % 0.67 14.9 18.6 3.8 1.5 14.8 2.31 0.0 100.0 % 30.7 % 9.8 % 0.9 % 0.70 +5.3 % 7 0.0 % 0.0 % -1.8 75.3 % 4.1 % 4.0 (1)
EVR Evercore Partners Inc 07/29 +76 % 38 % Stage 2 B 72 7 of 9 10.2 $ Capital Markets Neutral Financial Services 262.60 $ +8.3 % -4.0 % -23.8 % −10.7 % +39.0 % 70 86 3.9 % 3.7 % 1.48 14.5 12.9 2.1 5.6 6.2 1.22 6.3 24.4 % 93.9 % 15.8 % 42.2 % 19.3 % 0.71 41.3 % +29.5 % 7 1.3 % 18.2 % 11.1 94.1 % 3.4 % 4.0 (11)
WFRD Weatherford International plc 07/21 +16 % 41 % Stage 1 B 56 7 of 9 6.0 $ Oil & Gas Equipment & Services Uses AI Energy 82.10 $ +14.8 % +4.2 % +30.2 % −25.0 % +43.0 % 70 76 4.4 % 4.0 % 0.90 12.3 11.2 1.2 3.2 11.4 1.30 7.8 11.8 % 30.5 % 7.7 % 30.8 % 7.9 % 0.95 34.6 % -10.8 % 5 1.3 % 21.2 % 6.5 103.7 % 6.9 % 4.2 (12)
PAYO Payoneer Global Inc 08/05 +17 % 47 % Stage 3 B 55 4 of 9 2.4 $ Software - Infrastructure Technology 7.10 $ +25.6 % +25.3 % +4.9 % −8.2 % +4.2 % 70 61 1.2 % 4.3 % 0.94 35.7 0.0 2.2 3.7 13.4 11.5 11.5 % 85.4 % 4.7 % 10.2 % 0.9 % 0.12 7.7 % +7.7 % 6 0.0 % 0.0 % 3.5 91.9 % 4.8 % 4.4 (9)
MCB Metropolitan Bank Holding 07/16 +69 % 33 % Stage 2 B 62 7 of 9 1.1 $ Banks - Regional Financial Services 88.90 $ +27.8 % +27.5 % +15.1 % −1.3 % +19.2 % 70 86 2.9 % 2.9 % 0.97 11.1 0.0 2.6 1.2 10.8 0.0 100.0 % 27.8 % 10.2 % 1.0 % 0.04 +7.1 % 7 1.6 % 12.1 % 94.6 % 5.0 % 4.3 (3)
FITB Fifth Third Bancorp 07/17 +47 % 27 % Stage 2 C 49 3 of 9 48.7 $ Banks - Regional Financial Services 53.30 $ +17.8 % +19.8 % +20.4 % −0.3 % +20.0 % 69 6 2.4 % 2.3 % 0.91 18.1 11.0 1.5 13.9 1.73 0.0 8.0 % 100.0 % 23.2 % 8.0 % 0.9 % 0.83 11.5 % -1.4 % 6 2.9 % 51.3 % 3.8 91.3 % 0.0 % 4.0 (24)
MTX Minerals Technologies Inc 07/23 +15 % 27 % Stage 2 C 45 7 of 9 2.1 $ Specialty Chemicals Basic Materials 68.60 $ +25.9 % +25.5 % +8.8 % −6.5 % +35.6 % 69 20 2.9 % 2.8 % 1.14 13.6 9.5 1.0 1.2 17.7 2.22 42.7 12.3 % 24.5 % -3.1 % 9.8 % 5.2 % 0.56 49.9 % -2.2 % 3 0.7 % 8.3 % 8.4 101.7 % 4.2 % 4.7 (3)
SRBK SR Bancorp, Inc. 07/30 19 % Stage 2 B 59 6 of 9 0.1 $ Banks - Regional Financial Services 19.70 $ +23.1 % +21.0 % +34.3 % −1.8 % -2.6 % 69 85 2.1 % 1.9 % 0.57 34.1 0.0 2.9 0.8 18.0 0.0 100.0 % 10.2 % 2.4 % 0.3 % 0.29 +30.4 % 7 1.2 % 52.8 % 8.8 33.3 % 3.7 %
KEY KeyCorp 07/21 +63 % 24 % Stage 2 B 58 6 of 9 22.7 $ Banks - Regional Financial Services 21.00 $ +13.8 % +11.7 % +16.6 % −1.3 % +25.7 % 68 72 2.0 % 2.0 % 1.02 12.9 10.6 2.2 1.3 18.5 1.43 0.0 35.8 % 100.0 % 27.5 % 10.0 % 1.1 % 0.99 10.6 % +23.6 % 7 3.7 % 48.2 % 0.6 88.9 % 0.0 % 3.9 (19)
BANC Banc of California, Inc. 07/22 +30 % 32 % Stage 2 C 45 6 of 9 2.8 $ Banks - Regional Financial Services 18.50 $ +7.7 % +5.3 % +15.4 % −2.6 % +19.4 % 68 77 2.3 % 2.3 % 1.13 14.1 12.0 1.8 0.9 7.7 1.12 0.0 39.3 % 100.0 % -3.2 % 7.0 % -0.1 % 0.99 10.2 % -3.3 % 5 2.6 % 34.8 % 3.3 101.2 % 7.6 % 4.1 (11)
HOPE Hope Bancorp Inc 07/28 +29 % 26 % Stage 2 B 61 5 of 9 1.7 $ Banks - Regional Financial Services 13.90 $ +23.3 % +23.0 % +34.6 % −0.6 % +11.5 % 68 73 2.2 % 2.1 % 0.81 25.3 9.7 0.8 9.5 1.24 0.0 31.5 % 100.0 % 23.9 % 3.2 % 0.7 % 0.17 12.2 % -3.2 % 7 4.0 % 54.9 % 3.8 95.3 % 6.8 % 3.5 (4)
INCY Incyte Corporation 08/04 +22 % 33 % Stage 2 A 76 7 of 9 25.3 $ Biotechnology Uses AI Healthcare 127.60 $ +5.7 % +14.2 % +50.5 % −4.2 % +2.4 % 66 83 4.3 % 3.7 % 0.77 19.1 14.2 4.7 4.8 17.4 10.82 9.8 25.6 % 55.7 % 27.7 % 30.8 % 16.8 % 0.01 75.6 % +21.2 % 8 0.0 % 0.0 % 11.9 106.6 % 7.9 % 3.7 (27)
EBC Eastern Bankshares Inc 07/23 +33 % 27 % Stage 2 B 57 4 of 9 4.6 $ Banks - Regional Financial Services 21.60 $ +15.5 % +19.3 % +26.3 % −3.2 % +16.3 % 64 78 2.3 % 2.3 % 0.67 12.1 10.0 4.1 1.1 11.8 0.0 45.9 % 100.0 % 34.3 % 9.4 % 1.3 % 0.22 14.0 % -1.2 % 4 2.6 % 32.9 % -1.5 81.3 % 6.9 % 4.0 (4)
CWBC Community West Bancshares 07/16 +31 % 22 % Stage 2 B 62 7 of 9 0.7 $ Banks - Regional Financial Services 26.00 $ +15.5 % +18.9 % +25.5 % −1.7 % +13.1 % 64 74 2.7 % 2.4 % 0.80 12.2 9.4 1.7 14.5 1.50 0.0 100.0 % 23.1 % 10.5 % 0.8 % 0.25 +18.5 % 7 1.8 % 21.5 % 3.7 41.8 % 5.3 % 4.0 (4)
SIGI Selective Insurance Group, Inc. 07/22 +1 % 24 % Stage 2 C 54 6 of 9 5.2 $ Insurance - Property & Casualty Uses AI Financial Services 87.10 $ +13.9 % +16.7 % +14.8 % −1.9 % +18.1 % 63 27 2.3 % 2.5 % 0.28 12.2 10.0 1.0 1.5 4.4 0.28 0.0 10.1 % 22.8 % 9.1 % 13.3 % 2.8 % 0.25 23.4 % +9.8 % 5 1.9 % 21.6 % 5.0 87.7 % 3.2 % 3.4 (7)
RUSHA Rush Enterprises A Inc 07/29 +28 % 30 % Stage 2 B 57 7 of 9 3.9 $ Auto & Truck Dealerships Consumer Cyclical 49.70 $ +29.7 % +29.6 % +35.2 % −4.9 % +20.1 % 63 55 3.5 % 3.0 % 0.88 15.0 11.1 0.5 1.7 31.2 3.16 11.3 4.9 % 19.9 % 3.7 % 11.9 % 5.0 % 0.79 50.2 % -4.8 % 2 1.1 % 15.7 % 7.3 105.9 % 12.0 % 5.0 (2)
KRT Karat Packaging Inc 08/06 +35 % 38 % Stage 2 B 70 7 of 9 1.0 $ Packaging & Containers Neutral Consumer Cyclical 50.40 $ +36.6 % +48.9 % +122.3 % −0.3 % -17.7 % 63 55 3.1 % 3.3 % 0.81 32.2 0.0 2.0 6.9 19.1 12.9 35.5 % 10.2 % 20.9 % 7.3 % 0.52 +10.7 % 6 3.8 % 72.8 % 8.4 33.6 % 3.7 % 3.7 (3)
NVDA NVIDIA Corporation 08/26 +125 % 38 % Stage 2 A 84 7 of 9 5,540.3 $ Semiconductors Sells AI Technology 219.30 $ +7.4 % +3.5 % +29.1 % −17.3 % +54.2 % 62 91 3.2 % 3.6 % 2.22 30.4 24.0 18.3 24.6 42.7 0.46 22.4 65.6 % 74.7 % 63.7 % 114.3 % 53.6 % 0.07 75.3 % +65.5 % 8 0.5 % 7.4 % 16.4 70.9 % 1.3 % 4.5 (63)
FNB F.N.B. Corp 07/16 +29 % 25 % Stage 2 B 61 8 of 9 6.2 $ Banks - Regional Financial Services 18.00 $ +11.3 % +10.5 % +14.3 % −0.9 % +16.4 % 62 65 2.0 % 2.0 % 0.86 11.2 9.7 0.9 10.0 1.05 0.0 41.9 % 100.0 % 34.6 % 8.9 % 1.2 % 0.61 13.4 % +4.9 % 6 2.9 % 29.2 % 3.4 89.5 % 9.4 % 4.7 (9)
BOH Bank of Hawaii Corporation 07/27 +42 % 24 % Stage 2 B 60 7 of 9 2.9 $ Banks - Regional Financial Services 74.60 $ +20.8 % +17.0 % +15.7 % −1.7 % +16.4 % 62 72 2.1 % 2.3 % 0.69 15.1 13.2 2.0 12.5 2.10 0.0 40.5 % 100.0 % 31.4 % 12.3 % 1.0 % 0.05 7.8 % +3.1 % 5 3.7 % 52.2 % 3.8 85.7 % 0.0 % 3.0 (5)
CUBI Customers Bancorp, Inc. 07/23 +59 % 32 % Stage 2 B 67 6 of 9 2.6 $ Banks - Regional Financial Services 78.00 $ +6.4 % +3.5 % +16.4 % −3.8 % +20.6 % 62 95 2.7 % 2.7 % 1.48 10.0 8.3 1.2 10.1 1.18 0.0 48.7 % 100.0 % 35.3 % 14.0 % 1.2 % 0.89 8.3 % +3.9 % 5 0.0 % 0.0 % 3.7 102.1 % 9.8 % 3.9 (8)
BWB Bridgewater Bancshares Inc 07/22 +34 % 26 % Stage 2 B 68 7 of 9 0.6 $ Banks - Regional Financial Services 20.90 $ +16.6 % +16.0 % +25.4 % −0.7 % +12.1 % 62 84 2.6 % 2.7 % 0.58 11.9 11.2 1.3 16.3 0.73 0.0 100.0 % 35.7 % 10.8 % 1.1 % 0.84 +16.0 % 6 0.0 % 0.0 % -0.9 68.7 % 3.5 % 4.7 (3)
CFBK CF Bankshares Inc 08/03 +35 % 25 % Stage 2 C 52 6 of 9 0.2 $ Banks - Regional Financial Services 34.80 $ +23.8 % +21.3 % +45.2 % −8.2 % +14.9 % 62 61 2.9 % 2.7 % 0.38 12.5 7.9 1.2 12.8 0.0 100.0 % 34.7 % 10.0 % 0.9 % 0.65 +3.1 % 8 1.0 % 12.0 % -1.2 60.9 % 2.1 % 3.0 (1)
CVCO Cavco Industries Inc 07/30 +37 % 47 % Stage 3 B 63 8 of 9 4.2 $ Residential Construction Consumer Cyclical 536.20 $ -1.0 % +1.7 % -2.6 % −14.7 % +20.6 % 61 66 4.3 % 4.5 % 1.28 22.6 29.5 1.8 3.8 17.7 45.77 15.0 8.6 % 21.9 % 7.9 % 17.6 % 9.6 % 0.03 74.0 % +11.4 % 4 0.0 % 0.0 % 12.5 105.5 % 5.7 % 4.0 (3)
MHO M/I Homes Inc 07/22 +27 % 33 % Stage 2 D 44 5 of 9 3.6 $ Residential Construction Consumer Cyclical 141.20 $ +16.2 % +25.3 % -7.1 % −2.7 % +20.9 % 61 18 3.7 % 3.4 % 1.61 10.9 11.8 0.9 1.1 18.6 0.95 8.4 9.1 % 20.9 % 7.4 % 11.6 % 5.6 % 0.32 66.7 % -1.9 % 3 0.0 % 0.0 % 14.1 99.3 % 7.3 % 4.0 (3)
NECB Northeast Community Bancorp Inc 07/23 +35 % 24 % Stage 2 C 46 5 of 9 0.4 $ Banks - Regional Financial Services 27.30 $ +19.9 % +23.3 % +36.1 % −1.2 % +9.4 % 60 50 3.1 % 2.6 % 0.35 8.8 15.7 1.1 7.8 0.0 100.0 % 41.2 % 12.8 % 2.1 % 0.07 -1.6 % 6 3.7 % 27.3 % -1.2 56.4 % 1.2 % 3.0 (1)
TMHC Taylor Morn Home 07/22 +17 % 35 % Stage 2 C 46 2 of 9 6.7 $ Residential Construction Consumer Cyclical 72.50 $ +21.7 % +20.7 % +12.7 % −0.7 % -7.9 % 59 14 0.4 % 2.0 % 1.44 10.8 14.7 0.9 1.1 9.4 1.41 8.2 11.1 % 22.6 % 8.8 % 11.1 % 6.6 % 0.43 63.9 % -0.6 % 2 0.0 % 0.0 % 12.3 107.7 % 4.1 % 4.3 (10)
FLR Fluor Corporation 08/07 +29 % 49 % Stage 3 D 35 6 of 9 7.7 $ Engineering & Construction Industrials 55.00 $ +34.7 % +31.2 % +36.2 % −6.8 % +10.3 % 58 97 4.0 % 4.5 % 1.26 24.1 16.8 0.5 2.6 1.10 11.1 -1.2 % -0.8 % -12.9 % 10.2 % -1.9 % 0.37 36.3 % -5.0 % 2 0.0 % 0.0 % 7.2 95.4 % 10.5 % 4.3 (10)
MTH Meritage Corporation 07/29 +6 % 38 % Stage 3 D 43 5 of 9 4.3 $ Residential Construction Consumer Cyclical 64.60 $ +16.5 % +28.5 % -12.0 % −1.7 % +27.5 % 58 14 4.5 % 3.9 % 1.36 12.3 12.5 0.9 10.4 0.54 11.9 5.8 % 18.3 % 6.1 % 7.5 % 3.4 % 0.37 67.4 % -8.4 % 2 2.9 % 37.2 % 13.9 102.5 % 10.0 % 3.9 (10)
REPX Riley Exploration Permian Inc 08/05 +3 % 45 % Stage 2 B 64 4 of 9 1.0 $ Oil & Gas E&P Neutral Energy 43.30 $ +29.6 % +31.6 % +64.0 % −21.0 % +6.2 % 58 96 3.8 % 4.6 % 0.95 14.7 5.8 2.0 1.6 7.4 2.84 4.4 71.0 % 24.5 % 11.4 % 10.3 % 0.45 -4.4 % 5 3.6 % 29.9 % 4.5 66.1 % 4.5 % 4.5 (2)
KINS Kingstone Companies Inc 08/06 +459 % 37 % Stage 2 B 59 4 of 9 0.3 $ Insurance - Property & Casualty Uses AI Financial Services 19.90 $ +2.8 % +11.5 % +49.2 % −12.2 % +23.7 % 57 88 4.1 % 3.9 % 0.45 9.7 7.5 1.2 2.5 3.5 3.28 76.8 22.3 % 14.9 % 31.6 % 6.4 % 0.04 +28.4 % 9 1.2 % 8.6 % 2.9 54.6 % 2.7 % 5.0 (1)
BFC Bank First National Corp 07/17 +29 % 26 % Stage 2 C 54 3 of 9 1.7 $ Banks - Regional Financial Services 152.10 $ +19.2 % +16.0 % +22.5 % −5.3 % +6.4 % 55 50 2.8 % 2.7 % 0.40 21.3 5.8 2.1 39.8 0.10 0.0 42.9 % 100.0 % 37.3 % 10.0 % 1.6 % 0.15 13.5 % +7.7 % 6 1.6 % 26.2 % 35.9 % 5.9 % 4.0 (2)
STRT Strattec Security Corporation 08/13 +120 % 48 % Stage 2 C 48 6 of 9 0.3 $ Auto Parts Consumer Cyclical 68.50 $ +5.7 % +2.2 % -1.4 % −12.7 % +19.2 % 52 17 3.7 % 4.7 % 1.17 12.0 16.6 0.5 1.3 7.4 1.66 3.7 16.5 % 3.6 % 10.4 % 4.1 % 0.00 +5.1 % 5 0.0 % 0.0 % 11.2 88.3 % 8.2 % 5.0 (1)
MC Moelis & Co 07/23 +27 % 38 % Stage 2 B 58 3 of 9 4.4 $ Capital Markets Financial Services 59.50 $ -0.1 % -9.8 % -17.9 % −16.3 % +21.0 % 51 22 4.0 % 3.9 % 1.84 20.6 14.0 2.9 8.8 10.6 1.97 15.0 12.7 % 92.3 % 14.5 % 41.8 % 18.7 % 0.55 37.8 % +27.0 % 8 4.3 % 88.4 % 2.8 111.2 % 8.0 % 2.6 (8)
CDE Coeur Mining Inc 08/05 +164 % 76 % Stage 1 B 69 7 of 9 22.1 $ Gold Basic Materials 20.00 $ -8.4 % -12.7 % +25.0 % −42.4 % +25.1 % 50 95 6.6 % 6.4 % 1.39 15.6 8.5 7.0 1.9 17.2 3.75 12.6 43.1 % 56.3 % 26.8 % 12.2 % 7.1 % 0.08 68.2 % +96.4 % 6 0.2 % 1.9 % 6.0 79.7 % 5.1 % 4.4 (10)
SFBS ServisFirst Bancshares Inc 07/20 +39 % 31 % Stage 2 B 62 6 of 9 2.3 $ Banks - Regional Financial Services 41.00 $ +16.8 % +19.4 % +0.0 % −3.8 % +17.9 % 50 71 2.6 % 2.4 % 0.85 6.5 22.6 1.0 4.8 0.0 69.9 % 100.0 % 54.8 % 16.6 % 1.8 % 0.83 10.5 % +4.1 % 7 1.8 % 12.4 % 3.3 74.6 % 5.9 % 3.0 (3)
JMSB John Marshall Bancorp Inc 07/22 +5 % 28 % Stage 2 B 64 9 of 9 0.3 $ Banks - Regional Financial Services 23.10 $ +10.5 % +8.8 % +18.2 % −1.8 % +8.5 % 50 70 2.9 % 2.8 % 0.42 14.7 0.0 1.2 14.9 0.0 100.0 % 36.5 % 8.6 % 1.1 % 0.32 +2.6 % 8 1.2 % 16.2 % 3.8 49.8 % 1.8 %
AX Axos Financial Inc 07/30 +50 % 32 % Stage 2 B 55 4 of 9 5.2 $ Banks - Regional Financial Services 91.40 $ +6.1 % +8.4 % +4.4 % −6.5 % +30.4 % 48 65 2.6 % 2.5 % 1.22 11.3 9.6 1.7 9.3 0.95 0.0 49.4 % 100.0 % 35.6 % 16.8 % 1.8 % 0.99 10.5 % +9.2 % 6 0.0 % 0.0 % -1.1 87.4 % 7.6 % 4.3 (6)
HRMY Harmony Biosciences Holdings 08/04 -2 % 45 % Stage 2 B 63 3 of 9 2.4 $ Biotechnology Healthcare 42.70 $ -8.7 % -8.2 % +33.3 % −16.5 % +10.9 % 48 20 2.9 % 3.2 % 0.93 17.8 10.5 2.5 2.8 6.8 6.9 17.3 % 75.4 % 18.9 % 17.9 % 11.6 % 0.23 71.6 % +21.5 % 9 0.0 % 0.0 % 10.4 103.5 % 11.9 % 4.3 (9)
APOG Apogee Enterprises Inc -3 % 41 % Stage 2 B 61 9 of 9 0.8 $ Building Products & Equipment Industrials 37.70 $ +12.0 % +24.4 % -6.1 % −15.0 % +16.7 % 48 95 6.1 % 4.5 % 1.12 17.5 14.1 0.6 1.6 8.6 1.17 6.8 23.4 % 4.9 % 10.8 % 6.2 % 0.56 +3.2 % 3 2.9 % 30.7 % 6.9 94.6 % 4.9 % 5.0 (1)
PB Prosperity Bancshares Inc 07/22 +15 % 22 % Stage 2 C 53 4 of 9 7.0 $ Banks - Regional Financial Services 70.30 $ +6.5 % +5.3 % +10.6 % −5.0 % +15.8 % 47 25 1.8 % 1.9 % 0.64 13.0 9.6 0.9 11.7 4.26 0.0 55.6 % 100.0 % 40.4 % 6.7 % 1.4 % 0.30 18.8 % -0.2 % 7 3.4 % 39.8 % 3.8 88.5 % 3.9 % 4.0 (14)
CZNC Citizens & Northern Corp 08/14 +12 % 23 % Stage 2 D 44 6 of 9 0.5 $ Banks - Regional Financial Services 25.90 $ +12.3 % +16.0 % +36.2 % −6.9 % +3.4 % 47 2 3.0 % 2.6 % 0.39 25.2 11.2 1.4 10.8 1.21 0.0 100.0 % 19.9 % 5.6 % 0.9 % 0.58 -0.8 % 4 4.3 % 60.5 % 3.6 31.9 % 2.2 % 3.0 (1)
OSK Oshkosh Corporation 08/07 +27 % 41 % Stage 1 C 45 2 of 9 9.2 $ Farm & Heavy Construction Machinery Industrials 144.90 $ +11.9 % +18.7 % +9.9 % −16.3 % +16.7 % 45 12 3.6 % 3.7 % 1.26 16.2 10.0 0.9 2.0 10.9 6.51 9.1 3.6 % 15.9 % 5.2 % 13.3 % 5.0 % 0.38 44.8 % -2.9 % 4 1.6 % 24.2 % 7.6 104.1 % 3.5 % 4.0 (16)
NBBK NB Bancorp, Inc. 07/22 26 % Stage 2 B 57 4 of 9 1.0 $ Banks - Regional Financial Services 22.70 $ +5.2 % +2.6 % +24.6 % −7.6 % +12.3 % 45 59 2.1 % 2.1 % -0.01 16.6 0.0 1.2 12.5 0.0 100.0 % 23.8 % 6.7 % 0.9 % 0.23 +4.3 % 7 1.2 % 14.8 % 4.3 52.5 % 3.5 % 4.0 (1)
DAKT Daktronics Inc +78 % 41 % Stage 1 B 59 7 of 9 0.8 $ Electronic Components Technology 17.40 $ +1.7 % +9.0 % -23.3 % −31.2 % +83.9 % 43 79 5.1 % 4.2 % 1.68 18.9 14.4 1.0 2.8 21.3 0.57 8.8 27.6 % 5.7 % 9.7 % 6.8 % 0.06 +10.9 % 5 0.0 % 0.0 % 8.7 76.4 % 5.4 % 5.0 (1)
WAL Western Alliance Bancorporation 07/16 +49 % 36 % Stage 1 C 52 4 of 9 8.5 $ Banks - Regional Financial Services 79.40 $ -3.0 % -3.4 % -8.8 % −16.2 % +17.2 % 42 28 2.9 % 2.9 % 1.32 9.4 6.9 2.0 1.2 1.47 0.0 31.8 % 100.0 % 28.2 % 13.0 % 1.1 % 0.90 7.7 % +5.2 % 5 2.1 % 20.5 % -1.0 87.1 % 0.0 % 4.2 (15)
PIPR Piper Sandler Companies 08/07 +54 % 35 % Stage 4 B 66 6 of 9 5.0 $ Capital Markets Financial Services 72.10 $ -3.7 % -15.1 % -16.5 % −79.6 % +20.8 % 42 52 3.3 % 3.1 % 1.41 17.8 10.1 2.4 3.5 8.5 1.26 0.0 21.8 % 91.8 % 14.5 % 22.2 % 17.0 % 0.08 63.0 % +28.6 % 7 1.1 % 42.4 % 10.3 87.4 % 4.2 % 3.0 (4)
CASH Pathward Financial, Inc. 07/27 +30 % 30 % Stage 2 C 53 7 of 9 1.8 $ Banks - Regional Neutral Financial Services 77.50 $ +24.9 % +19.5 % +2.6 % −11.3 % +30.3 % 42 56 3.2 % 2.6 % 0.60 9.9 11.2 3.8 2.1 0.20 0.0 38.2 % 100.0 % 23.4 % 22.8 % 2.4 % 0.05 12.0 % +2.4 % 7 0.3 % 2.5 % -0.3 102.2 % 15.5 % 3.3 (3)
FSBW FS Bancorp Inc 07/28 +18 % 26 % Stage 2 C 53 6 of 9 0.3 $ Banks - Regional Financial Services 44.30 $ +4.3 % +3.8 % +10.6 % −3.4 % +1.1 % 42 52 2.6 % 2.4 % 0.65 10.4 8.9 1.0 3.4 1.35 0.0 100.0 % 23.0 % 10.8 % 1.1 % 0.71 +6.8 % 6 2.7 % 28.1 % 3.8 68.2 % 2.4 % 3.7 (3)
BOW Bowhead Specialty Holdings Inc. 08/04 38 % Stage 2 B 68 6 of 9 1.1 $ Insurance - Property & Casualty Financial Services 33.70 $ -1.1 % +4.7 % +19.9 % −25.6 % +2.2 % 42 50 3.9 % 4.0 % -0.08 17.6 13.7 1.8 2.2 3.4 0.0 31.8 % 10.1 % 13.7 % 2.5 % 0.32 +29.6 % 8 0.0 % 0.0 % 8.3 93.9 % 3.1 % 3.6 (5)
EG Everest Group Ltd 07/29 +2 % 25 % Stage 2 C 47 7 of 9 14.9 $ Insurance - Reinsurance Financial Services 380.10 $ +2.5 % +8.6 % +16.7 % −6.9 % +8.1 % 41 91 2.3 % 2.3 % 0.28 7.8 5.5 0.9 1.0 7.2 0.97 0.0 20.2 % 15.3 % 11.4 % 13.8 % 2.5 % 0.24 24.5 % +1.4 % 4 2.1 % 15.9 % 3.6 101.2 % 5.5 % 3.8 (12)
FRBA First Bank 07/28 +23 % 25 % Stage 2 C 47 6 of 9 0.4 $ Banks - Regional Financial Services 17.80 $ +3.3 % +4.0 % +11.3 % −5.6 % +11.1 % 41 23 2.8 % 3.0 % 0.52 10.9 8.3 1.8 1.0 8.1 0.0 100.0 % 31.7 % 9.7 % 1.1 % 0.57 +7.6 % 5 1.8 % 19.5 % 3.6 58.9 % 1.6 % 4.7 (3)
MFIN Medallion Financial Corp 07/29 +17 % 30 % Stage 3 C 45 6 of 9 0.3 $ Credit Services Neutral Financial Services 11.90 $ -3.4 % +0.9 % +21.2 % −9.4 % -6.8 % 41 12 3.6 % 3.3 % 0.79 8.0 7.7 0.7 1.7 0.77 0.0 74.0 % 9.3 % 10.3 % 3.5 % 0.65 +21.1 % 8 4.6 % 39.1 % -0.8 39.6 % 5.2 % 3.0 (2)
PNFP Pinnacle Financial Partners, Inc. 07/22 +28 % 28 % Stage 2 B 58 5 of 9 14.7 $ Banks - Regional Financial Services 96.80 $ +1.7 % +0.5 % +1.6 % −18.1 % +25.0 % 40 15 2.7 % 2.7 % 1.01 13.9 8.7 1.1 9.7 1.41 0.0 46.9 % 100.0 % 24.9 % 6.2 % 0.9 % 0.54 11.9 % +2.4 % 7 2.0 % 18.5 % 3.0 85.8 % 3.5 % 3.9 (11)
OCFC OceanFirst Financial Corp. 07/23 +13 % 28 % Stage 2 C 53 5 of 9 1.0 $ Banks - Regional Financial Services 18.10 $ +5.5 % +1.0 % +5.9 % −8.4 % +22.0 % 40 53 2.6 % 2.4 % 0.95 15.4 10.5 0.6 9.3 1.15 0.0 35.2 % 100.0 % 11.2 % 4.2 % 0.3 % 0.90 11.5 % -4.7 % 4 4.3 % 49.1 % 3.6 71.5 % 5.0 % 3.9 (7)
CNA CNA Financial Corporation 08/03 +12 % 21 % Stage 3 B 57 7 of 9 13.0 $ Insurance - Property & Casualty Financial Services 48.20 $ +0.3 % +4.4 % +13.3 % −7.5 % +1.7 % 40 22 2.3 % 2.1 % 0.28 11.2 10.4 0.9 1.2 5.8 0.92 0.0 31.1 % 8.2 % 11.5 % 1.5 % 0.27 +5.1 % 5 4.0 % 83.3 % 1.7 100.1 % 17.6 % 2.0 (1)
BSET Bassett Furniture Industries, Incorporated 07/01 +10 % 33 % Stage 3 D 40 5 of 9 0.2 $ Furnishings, Fixtures & Appliances Consumer Cyclical 17.50 $ -3.2 % +8.8 % +14.5 % −15.0 % +31.4 % 40 18 4.0 % 3.2 % 0.73 29.2 11.0 0.5 1.0 42.2 0.69 11.3 56.3 % 1.7 % 3.2 % 1.3 % 0.52 +1.6 % 7 4.5 % 125.0 % 7.2 59.6 % 0.8 %
AGCO AGCO Corporation 07/30 -3 % 36 % Stage 1 B 64 6 of 9 8.8 $ Farm & Heavy Construction Machinery Industrials 121.60 $ +7.1 % +13.8 % +12.4 % −17.3 % +2.4 % 37 94 3.3 % 3.4 % 1.10 11.7 16.3 0.9 2.1 26.7 0.98 9.8 3.9 % 25.3 % 5.1 % 17.5 % 3.5 % 0.03 35.7 % -13.6 % 4 1.0 % 20.0 % 6.6 92.4 % 6.3 % 3.3 (15)
EVER EverQuote Inc Class A 08/03 +73 % 72 % Stage 3 B 71 8 of 9 0.8 $ Internet Content & Information Uses AI Communication Services 22.90 $ -23.1 % -12.9 % -5.7 % −24.5 % +28.8 % 35 88 5.8 % 5.8 % 0.67 8.8 10.1 1.1 3.8 8.4 7.8 97.7 % 15.2 % 56.4 % 17.8 % 0.01 +38.5 % 9 0.0 % 0.0 % 10.8 97.2 % 27.7 % 4.3 (8)
FG F&G Annuities & Life Inc. 08/05 +15 % 40 % Stage 3 B 55 7 of 9 3.1 $ Insurance - Life Uses AI Financial Services 23.50 $ -7.9 % -12.9 % -27.9 % −27.8 % +14.9 % 34 10 3.7 % 3.4 % 1.24 6.2 4.9 0.5 0.7 0.7 0.0 32.8 % 6.9 % 11.7 % 0.4 % 0.49 +5.7 % 5 4.3 % 27.8 % 5.5 94.9 % 10.5 % 3.0 (2)
BKV BKV Corporation 08/11 45 % Stage 1 B 67 6 of 9 2.5 $ Oil & Gas E&P Energy 22.80 $ -6.1 % -5.0 % +3.3 % −21.2 % +49.1 % 34 94 3.9 % 3.8 % 6.7 16.6 2.2 1.1 6.7 54.0 % 25.5 % 16.6 % 7.6 % 0.57 +48.2 % 4 0.0 % 0.0 % 5.7 37.4 % 14.3 % 4.9 (8)
HIG Hartford Financial Services Group 07/27 +32 % 19 % Stage 1 B 60 9 of 9 36.0 $ Insurance - Diversified Uses AI Financial Services 133.10 $ -3.8 % -3.6 % +6.0 % −9.8 % +11.1 % 33 75 1.9 % 2.1 % 0.45 9.8 10.0 1.2 2.0 6.1 0.12 0.0 15.3 % 37.9 % 14.9 % 22.7 % 3.9 % 0.26 21.9 % +7.1 % 5 1.7 % 16.7 % 5.7 96.0 % 0.0 % 3.7 (19)
SKYW SkyWest Inc 07/23 +46 % 37 % Stage 4 B 60 7 of 9 3.8 $ Airlines Neutral Industrials 95.70 $ -6.5 % -4.1 % -7.7 % −20.7 % +32.2 % 30 53 3.2 % 3.5 % 1.42 9.4 9.5 0.9 1.4 8.4 1.66 8.8 12.2 % 30.9 % 9.8 % 16.5 % 5.0 % 0.25 37.2 % +15.0 % 6 0.0 % 0.0 % 5.3 95.4 % 6.3 % 4.2 (5)
QNST QuinStreet Inc 08/06 +19 % 56 % Stage 3 B 73 5 of 9 1.0 $ Advertising Agencies Communication Services 17.70 $ -8.4 % -0.7 % +7.6 % −22.2 % +26.6 % 28 81 3.9 % 4.2 % 0.70 17.5 10.8 0.8 3.4 8.2 1.13 16.4 11.3 % 6.3 % 23.9 % 4.7 % 0.24 +78.3 % 7 0.0 % 0.0 % 4.4 94.4 % 12.3 % 4.5 (6)
KBH KB Home +2 % 39 % Stage 4 D 39 2 of 9 3.0 $ Residential Construction Consumer Cyclical 48.50 $ -5.7 % +10.1 % -24.0 % −11.6 % +20.6 % 27 10 5.6 % 4.1 % 1.34 12.4 11.8 0.6 0.8 8.4 5.97 13.1 3.6 % 17.7 % 4.9 % 8.9 % 3.4 % 0.44 66.5 % -10.0 % 3 2.0 % 24.3 % 12.1 101.1 % 20.6 % 2.9 (16)
BCC Boise Cascad Llc 08/03 +0 % 38 % Stage 1 C 51 3 of 9 2.7 $ Lumber & Wood Production Basic Materials 75.50 $ -1.9 % +6.7 % -5.0 % −16.0 % +27.8 % 27 14 4.4 % 3.7 % 1.05 26.2 4.7 0.4 1.4 26.0 2.94 8.4 1.8 % 16.5 % 1.6 % 5.3 % 2.9 % 0.27 60.3 % -4.8 % 3 1.2 % 30.2 % 8.8 99.9 % 6.4 % 3.7 (7)
CNX CNX Resources Corp 07/23 +34 % 29 % Stage 1 B 67 7 of 9 4.7 $ Oil & Gas E&P Neutral Energy 33.50 $ -8.9 % -10.0 % +8.3 % −23.0 % +12.6 % 26 91 3.0 % 2.7 % 0.61 4.5 9.1 1.8 1.0 9.0 1.93 4.0 60.7 % 73.6 % 44.4 % 28.1 % 8.7 % 0.55 50.7 % +48.9 % 6 0.0 % 0.0 % 6.0 98.1 % 13.9 % 2.5 (13)
UFPI Ufp Industries Inc 07/27 -1 % 30 % Stage 4 D 41 3 of 9 4.6 $ Lumber & Wood Production Basic Materials 79.30 $ -7.0 % +0.2 % -17.1 % −22.0 % +29.4 % 24 20 3.5 % 3.1 % 1.23 17.5 7.4 0.7 1.5 17.2 2.67 8.4 4.3 % 16.1 % 4.0 % 8.4 % 4.8 % 0.08 76.9 % -5.0 % 3 1.8 % 32.8 % 12.3 89.0 % 5.5 % 4.0 (4)
NVR NVR Inc 07/22 +1 % 27 % Stage 4 D 43 4 of 9 16.8 $ Residential Construction Consumer Cyclical 6,242.20 $ -12.4 % -7.6 % -23.3 % −20.9 % +9.6 % 23 21 3.2 % 3.0 % 0.91 15.3 14.9 1.8 4.8 16.0 4.97 10.9 13.5 % 21.8 % 11.9 % 33.3 % 16.6 % 0.30 62.6 % -2.1 % 5 0.0 % 0.0 % 21.2 89.8 % 6.2 % 3.3 (6)
HIPO Hippo Holdings Inc 08/05 +19 % 36 % Stage 4 A 77 6 of 9 0.8 $ Insurance - Property & Casualty Financial Services 32.00 $ -12.5 % -14.0 % -13.5 % −33.6 % +28.5 % 23 5 3.9 % 3.6 % 1.56 7.4 0.0 1.6 1.9 12.1 0.0 60.5 % 23.9 % 29.7 % 1.0 % 0.12 +25.9 % 8 0.0 % 0.0 % 2.8 47.8 % 4.0 % 4.0 (3)
USNA USANA Health Sciences Inc 07/28 -23 % 64 % Stage 4 C 47 7 of 9 0.3 $ Packaged Foods Consumer Defensive 14.30 $ -2.2 % +5.1 % -52.5 % −48.6 % +70.1 % 22 24 4.3 % 4.2 % 0.68 29.2 8.6 0.3 0.5 16.6 0.72 3.2 77.5 % -2.4 % 1.6 % 3.6 % 0.03 +8.3 % 5 0.0 % 0.0 % 11.2 56.6 % 5.9 % 3.0 (1)
SOFI SoFi Technologies Inc. 08/04 +36 % 58 % Stage 4 B 67 6 of 9 21.0 $ Credit Services Financial Services 16.70 $ -34.0 % -33.8 % -38.4 % −47.1 % +21.1 % 21 86 5.5 % 5.7 % 2.21 35.7 22.1 5.0 1.9 0.64 0.0 18.3 % 83.7 % 14.9 % 6.6 % 1.3 % 0.20 20.1 % +82.6 % 5 0.0 % 0.0 % -0.6 56.7 % 13.9 % 3.3 (24)
TGLS Tecnoglass Inc 08/06 -1 % 41 % Stage 4 C 50 3 of 9 1.6 $ Building Materials Basic Materials 36.30 $ -9.5 % -10.3 % -47.2 % −47.1 % +55.2 % 21 23 4.4 % 4.2 % 1.40 11.6 10.8 1.5 2.2 0.49 7.2 39.6 % 12.4 % 21.0 % 8.9 % 0.27 +10.5 % 6 1.6 % 36.1 % 8.7 50.9 % 8.6 % 3.8 (5)

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