ZIJMF · Verdict

A summary of rules, not a profit forecast — don’t buy just because of a green verdict.

• ▲ P/E 9.2 vs peer median 11.8 — cheaper than peers
• ▲ P/S 1.6 vs peer median 4.2 — cheaper than peers
• ▼ Cyclical company at peak earnings: P/E 9.2 is understated; on average earnings over 4 y it is —

• ▲ Piotroski 7/9 — strong financial health
• ▲ ROE 36% — high return on equity
• ▲ Net margin rose: 7.4% → 14.8%
• ▲ Debt / equity 0.89 — moderate debt
• ▲ Free cash flow positive every year

• ▲ Revenue grows 8.9% per year (3 y)
• ▲ Earnings per share grows 36.0% per year (3 y)

• ▼ Over 6 mo weaker than its sector (XLB) by 28%
• ▼ Price below SMA200 — long-term downtrend
• ▼ SMA50 below SMA200 — trend down
• ▼ Over a year -17% vs S&P 500 +11% — weaker than the market

• ▼ Volatility 76% per year — much higher than the market (13%)
• ▼ Max drawdown in the period -47% — deep

• ▲ S&P 500 above SMA200 — the market is in an uptrend
• ▲ Sector (XLB) above SMA200 — in an uptrend