Pzena U.S. Large Cap Value ETF
Pzena U.S. Large Cap Value ETF
Your view on PZLV
Overview
What the company does, where it operates, and who runs it.
About Pzena U.S. Large Cap Value ETF
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 320 Park Avenue, 8th Floor, New York, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 320 Park Avenue, 8th Floor, New York, NY, US
PZLV is designed for investors wanting a classic value exposure from the US equity market. It specifically invests in undervalued large-cap companies whose market-cap is similar to the constituents of the Russel 1000 at the time of purchase. The actively managed portfolio is comprised of 30 to 80 securities, selected using bottom-up fundamental research, and selling at a substantial discount. The fund will primarily hold US stocks but may have exposure to foreign securities up to 20% through ADRs and USD-denominated securities. It may also hold REITs, LPs, and MLPs. In selecting the constituents, the adviser will conduct a fundamental assessment considering estimated earnings, economic conditions, competitive or pricing pressures, competence of management, and ESG where necessary. The fund seeks long-term capital appreciation.
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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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.
Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value 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 Pzena U.S. Large Cap Value ETF. Press releases and market coverage, newest first.