Zacks Investment ResearchT3·22d ago
CVV CVD Equipment Corp.
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
CVV
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Key stats
Related
About
- Industry (SIC)
- SPECIAL INDUSTRY MACHINERY, NEC (3559) · industry map
- Exchange
- XNAS
- Market Cap
- $0.0B
- Employees
- 85
- List Date
- 1994-12-09
- CIK
- 0000766792
- Next Earnings
- 2026-11-09
- Headquarters
- Central Islip, NY
- Homepage
- https://www.cvdequipment.com
CVD Equipment Corp designs, develops, and manufactures a broad range of equipment used to develop and produce materials and coatings for the aerospace, compound semiconductor, semiconductor, aerospace, battery energy storage markets as well as industrial applications, and research. It currently conducts its business through two reportable segments: CVD Equipment, which designs and manufactures chemical vapor deposition, physical vapor transport and thermal process equipment; and SDC, which designs and manufactures ultra-high purity gas and chemical delivery control systems. Its target markets …
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 25.59% | 12.00% | 116.13% | 4.70% | -24.15% | 49.38% | 30.61% |
| Feb | -2.38% | -10.06% | 1.56% | -2.39% | -17.53% | -23.16% | -8.99% |
| Mar | -19.44% | 5.16% | 14.95% | -2.08% | 3.72% | 21.05% | 3.89% |
| Apr | 5.87% | -1.54% | -5.18% | -9.55% | -6.45% | 61.43% | 7.43% |
| May | -7.06% | -3.78% | -37.52% | -3.93% | 1.85% | -25.96% | -12.73% |
| Jun | 5.63% | -5.05% | 11.53% | -13.17% | -1.00% | 22.20% | 3.36% |
| Jul | -5.90% | 29.85% | 8.03% | 0.00% | 31.29% | -8.21% | 9.18% |
| Aug | 12.29% | 8.23% | -11.39% | -0.36% | -23.16% | -13.81% | -4.70% |
| Sep | -1.72% | -2.44% | -12.50% | -8.82% | 19.57% | -36.20% | -7.02% |
| Oct | 4.78% | 15.22% | -16.42% | -9.03% | 19.21% | -10.41% | 0.56% |
| Nov | -9.07% | -16.28% | -18.85% | 8.14% | -10.74% | 0.00%* | -7.80% |
| Dec | -7.61% | 4.36% | -12.10% | 33.74% | -12.22% | -- | 1.23% |
| Total | -6.16% | 31.52% | -16.75% | -9.75% | -31.05% | -8.23% | -6.74% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $3.93
SMA 50: $4.73
SMA 200: $5.57
Current: $3.85
EMA 12: $3.93
EMA 26: $4.14
MACD: -0.2179 | Signal: 0.0648
BEARISH
ADX (14): 34.67
TREND
+DI: 13.56
−DI: 22.55
Momentum Oscillators
RSI (14): 36.07
NEUTRAL
Stoch %K: 39.36
Stoch %D: 44.46
Williams %R: -61.25
Volume & Volatility
BB Upper: $4.22
BB Lower: $3.65
NEUTRAL
OBV: 8,782,522
Vol SMA 20: 55,375
Vol ROC: -9.47%
ATR: $0.22
True Range: $0.11
HV 20: 36.9%
HV 30: 35.6%
HV 60: 75.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis
LLM Stock Analysis Report: CVV
Executive Summary
Overall assessment: BEARISH (confidence level 6/10)
Key drivers:
- Recent negative news sentiment
- High volatility and beta indicating increased risk
- Trend indicators suggest a potential reversal or correction
Primary risks:
- Earnings miss or disappointing guidance
- Regulatory issues affecting the industry
- Market volatility and increased uncertainty
Investment thesis: CVV's recent price increase is likely to correct, driven by negative news sentiment and high volatility. However, there may be opportunities for contrarian investors who can identify potential buying points.
Recent news sentiment impact:
- The stock has been negatively impacted by recent headlines, particularly the first article discussing the 17% drop in price.
- This negative sentiment may continue to weigh on the stock's performance.
Technical Analysis
Trend Direction: Short-term: NEUTRAL (1-4 weeks), Medium-term: BEARISH (1-3 months), Long-term: NEUTRAL (3-12 months)
Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- SMA 20: $6.71
- SMA 50: $5.40
- Upper Bollinger Band: $8.15
Momentum Signals:
- RSI interpretation: NEUTRAL (47.79)
- MACD signal: BULLISH (0.11 / Signal: -0.21 / Histogram: 0.32)
- Bollinger Bands position: NEUTRAL (price touching middle band)
Volume Analysis: Volume trends and institutional interest signals:
- On-Balance Volume (OBV): 10098935.34
- Volume Rate of Change: -73.19%
News & Sentiment Analysis
Recent Headlines Summary: Key themes from last 10 news articles:
- Negative headlines dominating the narrative, particularly the first article.
- Neutral headlines not providing significant support or resistance.
Sentiment Assessment: Aggregate news sentiment: NEGATIVE
Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes:
- No earnings data available
- Regulatory issues affecting the industry (negative catalyst)
Market Narrative: How news aligns with or contradicts technical signals:
- Technical indicators suggest a potential reversal or correction, while news sentiment remains negative.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta 2.69 vs SPY)
Volatility Regime: Current volatility levels are high, indicating increased risk. Options Market Signals: No options data available
- IV Premium vs HV30: N/A (positive = implied richer than realized)
Downside Protection: Support levels and risk management considerations:
- SMA 50: $5.40
- Lower Bollinger Band: $5.26
Market Context & Positioning
Sector Performance: Relative strength vs sector/market:
- CVV's performance has been weak compared to its peers.
Institutional Activity: Volume patterns suggesting institutional interest signals:
- On-Balance Volume (OBV): 10098935.34
- Institutional selling may be contributing to the stock's decline.
Correlation Analysis: How stock moves relative to market (R-squared interpretation):
- CVV has a low correlation with the market, indicating increased volatility and risk.
Relative Valuation: Position within trading range:
- CVV is overvalued compared to its historical performance.
Key Levels & Action Items
Critical Price Levels: Support/resistance to monitor:
- SMA 50: $5.40
- Lower Bollinger Band: $5.26
Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
- Upper Bollinger Band: $8.15
Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:
- No earnings data available
Risk Management: Stop-loss levels and position sizing considerations:
- Consider setting a stop-loss at SMA 50 ($5.40) to limit potential losses.
This report provides an in-depth analysis of CVV's technical indicators, news sentiment, and market context. The bearish trend suggests that the stock is likely to continue correcting or reversing its recent price increase. However, contrarian investors may find opportunities to buy at lower levels, while cautioning against increased risk due to high volatility and beta.
Generated
News
All CVV news →
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CVV Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 2.5065
Alpha: 24.41%
Correlation: 0.3044
R-Squared: 9.3%
Stock Volatility: 105.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own CVV
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.0M | #2304 of 3138 | -25.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $416K | #4688 of 6285 | +79.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CVV Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CVV Insider Trading (Form 4)
Latest: 2025-08-12Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-08-12 | Andrew Africk | Director | Award (A) | +11,100 | — | EDGAR | |
| 2025-08-12 | Debra Ann Wasser | Director | Award (A) | +11,100 | — | EDGAR | |
| 2025-08-12 | Lawrence Waldman | Director | Award (A) | +11,100 | — | EDGAR | |
| 2025-08-12 | Dr Robert M Brill | Director | Award (A) | +11,100 | — | EDGAR | |
| 2025-08-12 | Ashraf Wagih Lotfi | Director | Award (A) | +11,100 | — | EDGAR | |
| 2024-08-26 | Raymond A Nielsen | Sell (S) | −7,000 | $3.77 | -$26.4K | EDGAR | |
| 2024-08-12 | Ashraf Wagih Lotfi | Director | Award (A) | +11,300 | — | EDGAR | |
| 2024-08-12 | Lawrence Waldman | Director | Award (A) | +11,300 | — | EDGAR | |
| 2024-08-12 | Debra Ann Wasser | Director | Award (A) | +11,300 | — | EDGAR | |
| 2024-08-12 | Andrew Africk | Director | Award (A) | +11,300 | — | EDGAR | |
| 2024-08-12 | Dr Robert M Brill | Director | Award (A) | +11,300 | — | EDGAR | |
| 2024-05-29 | Andrew Africk | Director | Award (A) | +827 | — | EDGAR | |
| 2024-04-03 | ADA Partners, L.P. | 10%+ Owner | Buy (P) | +217,554 | $4.98 | $1.08M | EDGAR |
| 2023-12-01 | Andrew Africk | 10%+ Owner | Buy (P) | +96,210 | $4.66 | $448.4K | EDGAR |
| 2023-11-17 | ADA Partners, L.P. | 10%+ Owner | Buy (P) | +147,837 | $5.55 | $820.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
CVV Insider Holdings
5 insiders · @ $3.85
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Andrew Africk | Director | 2,340,898 | $9.01M | $862.7K | 6 | 2025-08-12 |
| 2 | Lawrence Waldman | Director | 79,146 | $304.7K | $0 | 9 | 2025-08-12 |
| 3 | Dr Robert M Brill | Director | 46,546 | $179.2K | $0 | 6 | 2025-08-12 |
| 4 | Ashraf Wagih Lotfi | Director | 28,736 | $110.6K | $0 | 2 | 2025-08-12 |
| 5 | Debra Ann Wasser | Director | 28,231 | $108.7K | $0 | 2 | 2025-08-12 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
CVV Board & Officers
As of SEC filings through Aug 12, 2025The company's insiders have not filed since Aug 12, 2025; this reflects that date.
Directors 9
- Kelly Scott Walters · on file since Nov 2010
- Carol R Levy · since Oct 21, 2011
- Lawrence Firestone · since Mar 26, 2014
- Lawrence Waldman · since Oct 5, 2016
- Dr Robert M Brill · since Apr 12, 2018
- Emmanuel N Lakios · listed since Jun 2023
- Debra Ann Wasser · since Jul 13, 2023
- Ashraf Wagih Lotfi · since Aug 18, 2023
- Andrew Africk · listed since May 2024
Officers 8
- Emmanuel N Lakios · President & CEO · listed since Feb 2021
- Karlheinz Strobl · Vice President · since Aug 28, 2009
- Maxim S. Shatalov · Vice President-Engineering · listed since Jul 2021
- Warren David Cheesman · Vice President-Manufacturing · since Oct 17, 2022
- Glen R Charles · CFO/Secretary · on file since Oct 2010
- Richard Andrew Catalano · Chief Financial Officer · since Aug 30, 2022
- Jeffrey Alan Brogan · VP Sales & Marketing · since Mar 23, 2021
- Kevin Richard Collins · VP & Gm (sdc) · listed since Aug 2022
10% owners 2
- ADA Partners, L.P. (entity) · since Sep 22, 2022
- Andrew Africk · since Sep 22, 2022
Changes in the last 10 years (27)
| Aug 26, 2024 | Raymond A Nielsen reported in an SEC filing no longer being a director |
| May 29, 2024 | Andrew Africk first listed as a director in an SEC filing |
| Aug 18, 2023 | Ashraf Wagih Lotfi became a director |
| Jul 13, 2023 | Debra Ann Wasser became a director |
| Jun 8, 2023 | The company announced the departure of Conrad J Gunther Jr from the board in an SEC filing |
| Jun 1, 2023 | Emmanuel N Lakios first listed as a director in an SEC filing |
| Oct 17, 2022 | Warren David Cheesman became Vice President-Manufacturing |
| Sep 22, 2022 | Andrew Africk became a 10% owner |
| Sep 22, 2022 | ADA Partners, L.P. became a 10% owner |
| Aug 30, 2022 | The company announced the departure of Thomas McNeill as Chief Financial Officer in an SEC filing |
| Aug 30, 2022 | Richard Andrew Catalano became Chief Financial Officer |
| Aug 24, 2022 | Kevin Richard Collins listed as VP & Gm (sdc) (previously Vice President) in SEC filings |
| Aug 27, 2021 | Steven Aragon reported in an SEC filing no longer being Chief Operating Officer |
| Aug 20, 2021 | Leonard A Rosenbaum no longer listed as a director in SEC filings |
| Aug 20, 2021 | Leonard A Rosenbaum no longer listed as a 10% owner in SEC filings |
| Jul 16, 2021 | Maxim S. Shatalov listed as Vice President-Engineering (previously Vice President) in SEC filings |
| Jun 16, 2021 | Leonard A Rosenbaum no longer listed as President, CEO, Chairman in SEC filings |
| May 25, 2021 | Martin J Teitelbaum reported in an SEC filing no longer being a director |
| May 25, 2021 | Martin J Teitelbaum reported in an SEC filing no longer being Assistant Secretary |
| Mar 23, 2021 | Jeffrey Alan Brogan became VP Sales & Marketing |
| Feb 12, 2021 | Emmanuel N Lakios listed as President & CEO (previously Vice President) in SEC filings |
| Aug 28, 2019 | William S Linss reported in an SEC filing no longer being Vice President |
| Mar 4, 2019 | Thomas McNeill became Chief Financial Officer |
| Apr 30, 2018 | Maxim S. Shatalov became Vice President |
| Apr 12, 2018 | Dr Robert M Brill became a director |
| Feb 6, 2017 | Emmanuel N Lakios became Vice President |
| Nov 17, 2016 | Bruce T Swan no longer listed as a director in SEC filings |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
10 ETFs hold CVV
10 shown · $1.22M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $551,545 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $268,585 | — | 2026-09-30 |
| 3 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $97,758 | — | 2026-11-03 |
| 4 | ISCF iShares International Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.01% | $91,926 | $720.7M | 2026-11-03 |
| 5 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.00% | $57,583 | $1.2B | 2026-11-03 |
| 6 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $56,445 | — | 2026-11-03 |
| 7 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $24,669 | $2.4B | 2026-11-03 |
| 8 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $23,947 | — | 2026-11-03 |
| 9 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $22,191 | — | 2026-11-03 |
| 10 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $20,968 | — | 2026-11-03 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.