Applied Finance IVS International SMID ETF
Applied Finance IVS International SMID ETF
Your view on IVSX
Overview
What the company does, where it operates, and who runs it.
About Applied Finance IVS International SMID ETF
- Industry
- Asset Management - Global
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 17806 IH 10, Suite 300, San Antonio, TX, US
- Industry
- Asset Management - Global
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 17806 IH 10, Suite 300, San Antonio, TX, US
IVSX uses proprietary valuation models in researching small- and mid-cap companies in developed markets outside of North America, aiming for growth through fundamental analysis. The funds adviser uses proprietary research, valuation models, and its Intrinsic Value Stewardship (IVS) model to select stocks with strong return potential, considering factors like valuation, growth, profitability, and business strategy. The Fund is actively managed, typically holds at least 150 positions across multiple countries and sectors, but may concentrate more on certain holdings if justified by its research. The adviser sells positions if they no longer offer compelling investment opportunities or become too large relative to the portfolio.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Applied Finance IVS International SMID ETF, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Applied Finance IVS International SMID ETF. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Applied Finance IVS International SMID ETF. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Applied Finance IVS International SMID ETF. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Applied Finance IVS International SMID ETF. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Applied Finance IVS International SMID ETF valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Applied Finance IVS International SMID ETF, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Applied Finance IVS International SMID ETF executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Applied Finance IVS International SMID ETF. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Applied Finance IVS International SMID ETF. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Applied Finance IVS International SMID ETF. Press releases and market coverage, newest first.