NCSM NCS Multistage Holdings, Inc.

XNAS
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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.

NCSM — —
Key stats
About
Industry (SIC)
OIL & GAS FIELD SERVICES, NEC (1389) · industry map
Exchange
XNAS
Market Cap
$0.1B
Employees
272
List Date
2017-04-28
CIK
0001692427
Headquarters
Houston, TX
Homepage
https://www.ncsmultistage.com

NCS Multistage Holdings Inc is a provider of engineered products and support services that facilitate the optimization of oil and natural gas well construction, well completion, and field development strategies. The company provides its products and services to E&P companies for use in onshore and offshore wells, predominantly those drilled with horizontal laterals in unconventional and conventional oil and natural gas formations. It also provides tracer diagnostics services and sells products for well construction including casing buoyancy systems, liner hanger systems and toe initiation slee…

Summary
—
composite
—
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
'21'22'23'24'25'26Avg
Jan41.81%32.42%5.38%-9.02%-0.52%0.58%11.78%
Feb20.68%8.82%-5.58%-7.70%-7.11%1.74%1.81%
Mar-23.57%16.77%-3.23%0.50%34.73%51.09%12.72%
Apr-2.91%-2.49%-9.53%2.50%-18.39%-9.20%-6.67%
May13.44%-15.81%-16.67%1.31%-14.02%-14.49%-7.71%
Jun11.18%-21.18%2.41%-5.46%3.07%-5.14%-2.52%
Jul-7.59%9.89%14.22%9.01%3.58%7.66%6.13%
Aug-19.87%-9.89%2.26%18.44%20.43%13.20%4.09%
Sep17.29%-22.65%-6.10%-4.92%15.70%---0.14%
Oct16.40%17.61%-11.08%-5.65%-28.04%--*-2.15%
Nov-5.91%-11.48%-7.56%-0.33%-14.93%---8.04%
Dec0.14%-4.32%43.84%11.90%5.31%--11.37%
Total52.56%-16.93%-3.60%7.03%-16.22%38.78%10.27%
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: $50.01
SMA 50: $47.09
SMA 200: $48.19
Current: $53.35
EMA 12: $50.44
EMA 26: $49.36
MACD: 1.0826 | Signal: 0.1459
BULLISH
ADX (14): 20.06
WEAK TREND
+DI: 40.05
−DI: 18.77

Momentum Oscillators

RSI (14): 65.99
NEUTRAL
Stoch %K: 88.68
Stoch %D: 74.74
Williams %R: -14.56

Volume & Volatility

BB Upper: $53.20
BB Lower: $46.82
OVERBOUGHT
OBV: 652,754
Vol SMA 20: 6,555
Vol ROC: 585.83%
ATR: $1.60
True Range: $2.62
HV 20: 34.8%
HV 30: 47.6%
HV 60: 47.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-08-28T00:00:00 – 2026-08-31T00:00:00
AI Analysis

LLM Stock Analysis Report: NCSM

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers:

  • Technical indicators suggest a weak trend regime, with price trading below all major moving averages.
  • Momentum oscillators are neutral, indicating a lack of directional momentum.

Primary Risks:

  • Weak technical signals may lead to further consolidation or even a potential breakdown.
  • Volatility is relatively low compared to the broader market.

Investment Thesis: NCSM's recent earnings beat and positive sentiment from news headlines suggest some potential for growth. However, the stock's current price action is dominated by its weak trend regime, which increases the risk of further consolidation or a potential breakdown.

Recent News Sentiment Impact: NEUTRAL

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Consolidation/Breakdown
  • Medium-term (1-3 months): Uptrend (but weak)
  • Long-term (3-12 months): Neutral

Support/Resistance Levels:

  • Key resistance levels:
    • Upper Bollinger Band: $59.24
    • SMA 50: $53.18
  • Key support levels:
    • Lower Bollinger Band: $42.54
    • SMA 200: $47.44

Momentum Signals:

  • RSI (14): 36.38 (neutral)
  • MACD: -1.29 / Signal: -0.76 / Histogram: -0.53 (bearish)

Volume Analysis: Volume trends are bearish, with a decline in volume rate of change. Institutional interest is moderate.

News & Sentiment Analysis

Recent Headlines Summary:

  • Earnings beat and positive sentiment from news headlines
  • No recent major developments or surprises

Sentiment Assessment: NEUTRAL (balanced mix of positive and neutral news)

Catalyst Identification:

  • Upcoming earnings release (Q4 2025)
  • Conference calls and investor updates

Market Narrative: The current price action is driven by the weak trend regime, which may lead to further consolidation or a potential breakdown. News sentiment is generally positive, but not strong enough to overcome the technical signals.

Risk & Volatility Assessment

Risk Metrics:

  • Beta: 0.53 (vs SPY) - relatively low volatility
  • Alpha: 0.55 - moderate risk-adjusted return
  • Correlation: 0.09 - low correlation with broader market
  • Stock Volatility: 0.76 - low volatility relative to the market

Options Market Signals:

  • IV rank: N/A (no options data available)
  • Put/call ratios: N/A (no options data available)

Downside Protection: Support levels at SMA 200 and Lower Bollinger Band may provide some protection against potential breakdowns.

Market Context & Positioning

Sector Performance:

  • NCSM's sector, Energy Services & Equipment, has been relatively strong in recent months.

Institutional Activity:

  • Volume patterns suggest moderate institutional interest.

Correlation Analysis: NCSM has a low correlation with the broader market (0.09), indicating some independence from market trends.

Relative Valuation: NCSM is trading within its historical trading range, suggesting no significant value or growth opportunities.

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $59.24
  • SMA 50: $53.18
  • Lower Bollinger Band: $42.54
  • SMA 200: $47.44

Breakout/Breakdown Levels:

  • Break above SMA 50 or Upper Bollinger Band could trigger a potential uptrend.
  • Break below Lower Bollinger Band or SMA 200 could indicate a deeper consolidation or breakdown.

Time-Sensitive Catalysts:

  • Upcoming earnings release (Q4 2025)

Risk Management: Stop-loss levels at SMA 200 and Lower Bollinger Band may provide some protection against potential losses. Position sizing considerations suggest caution due to the weak technical signals.

Generated

NCSM Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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: 0.7870
Alpha: 44.46%
Correlation: 0.1415
R-Squared: 2.0%
Stock Volatility: 73.1%
Market Volatility: 13.1%

Analysis Details

Benchmark: SPY
Data Points: 212
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own NCSM
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$531K
0.00%
#2586 of 3138-5.5%13F
Citadel Hedge fund
Ken Griffin
$399K
0.00%
#4741 of 6285+23.1%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

NCSM Institutional Ownership (13F)

Latest filings — 2026-06-30

Institutional 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.

33 filers1,961,366 shares$86.44M value
# Filer Shares Value % of Total % of Float Period
1 Advent International, L.P. 1,478,426 $65.23M 75.46% — 2026-06-30
2 Truffle Hound Capital, LLC 80,000 $3.53M 4.08% — 2026-06-30
3 Vanguard Capital Management LLC 36,748 $1.62M 1.88% — 2026-06-30
4 Yakira Capital Management, Inc. 35,853 $1.58M 1.83% — 2026-06-30
5 TOCQUEVILLE ASSET MANAGEMENT L.P. 34,696 $1.53M 1.77% — 2026-06-30
6 ArrowMark Colorado Holdings LLC 34,455 $1.52M 1.76% — 2026-06-30
7 Dimensional Fund Advisors LP Custodian 32,518 $1.43M 1.66% — 2026-06-30
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 31,345 $1.38M 1.60% — 2026-06-30
9 Empowered Funds, LLC Custodian 21,345 $941.74K 1.09% — 2026-06-30
10 Goldman Sachs Group Inc Custodian 21,173 $934.15K 1.08% — 2026-06-30
11 Marshall Wace, LLP Custodian 19,287 $850.94K 0.98% — 2026-06-30
12 Vanguard Group Inc Custodian 20,377 $804.69K 0.93% — 2025-12-31
13 CAPTRUST FINANCIAL ADVISORS 15,761 $695.38K 0.80% — 2026-06-30
14 ACADIAN ASSET MANAGEMENT LLC 13,718 $603.00K 0.70% — 2026-06-30
15 RENAISSANCE TECHNOLOGIES LLC 12,040 $531.21K 0.61% — 2026-06-30
16 Victory Capital Management Inc. 11,060 $487.97K 0.56% — 2026-06-30
17 Geode Capital Management, LLC Custodian 10,803 $476.72K 0.55% — 2026-06-30
18 OMERS ADMINISTRATION Corp 10,500 $463.26K 0.54% — 2026-06-30
19 Citadel Advisors LLC Custodian 9,040 $398.85K 0.46% — 2026-06-30
20 Fortress Investment Group LLC 8,544 $376.96K 0.44% — 2026-06-30
21 Trexquant Investment LP 6,918 $305.22K 0.35% — 2026-06-30
22 XTX Topco Ltd 5,078 $224.04K 0.26% — 2026-06-30
23 Vanguard Fiduciary Trust Co 5,031 $221.97K 0.26% — 2026-06-30
24 BlackRock, Inc. Custodian 2,998 $132.27K 0.15% — 2026-06-30
25 UBS Group AG Custodian 1,154 $50.91K 0.06% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

NCSM Insider Trading (Form 4)

Latest: 2026-09-01
Form 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
2026-09-01 W Matt Ralls Director Disp (D) −31,065 — EDGAR
2026-09-01 John D Deane Director Disp (D) −43,502 — EDGAR
2026-09-01 Gurinder Grewal Director Disp (D) −20,919 — EDGAR
2026-09-01 Valerie A Mitchell Director Disp (D) −26,772 — EDGAR
2026-09-01 Tim Willems Chief Operations Officer Disp (D) −27,241 — EDGAR
2026-09-01 Ryan Hummer See Remarks Disp (D) −48,389 — EDGAR
2026-09-01 Robert Nipper Director Disp (D) −125,272 — EDGAR
2026-09-01 Michael L Morrison See Remarks Disp (D) −11,049 — EDGAR
2026-09-01 Advent-NCS Acquisition Limited Partnership 10%+ Owner Sell (S) −4,435,278 — EDGAR
2026-09-01 Dewayne Williams Vice President and Controller Disp (D) −3,061 — EDGAR
2026-09-01 Michael McShane Director Disp (D) −48,778 — EDGAR
2026-09-01 Ori Lev See Remarks Disp (D) −10,758 — EDGAR
2026-03-03 John D Deane Director Award (A) +3,221 — EDGAR
2026-03-03 W Matt Ralls Director Award (A) +3,221 — EDGAR
2026-03-03 Michael McShane Director Award (A) +3,221 — 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.

NCSM Insider Holdings

2 insiders · @ $53.35
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 Gurinder Grewal Director 1,478,427 $78.87M -$21.91M 7 2026-09-01
2 Tim Willems Chief Operations Officer 27,363 $1.46M -$334.9K 15 2026-09-01
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.

NCSM Board & Officers

As of SEC filings through Sep 1, 2026
Changes in the last 10 years (68)
Sep 1, 2026W Matt Ralls reported in an SEC filing no longer being a director
Sep 1, 2026Valerie A Mitchell reported in an SEC filing no longer being a director
Sep 1, 2026Tim Willems reported in an SEC filing no longer being Chief Operations Officer
Sep 1, 2026Ryan Hummer reported in an SEC filing no longer being a director
Sep 1, 2026Ryan Hummer reported in an SEC filing no longer being Chief Executive Officer
Sep 1, 2026Robert Nipper reported in an SEC filing no longer being a director
Sep 1, 2026Ori Lev reported in an SEC filing no longer being Executive VP, GC and Secretary
Sep 1, 2026Michael McShane reported in an SEC filing no longer being a director
Sep 1, 2026Michael L Morrison reported in an SEC filing no longer being CFO & Treasurer
Sep 1, 2026John D Deane reported in an SEC filing no longer being a director
Sep 1, 2026Gurinder Grewal reported in an SEC filing no longer being a director
Sep 1, 2026Dewayne Williams reported in an SEC filing no longer being VP & Controller
Sep 1, 2026Advent-NCS Acquisition Limited Partnership reported in an SEC filing no longer being a 10% owner
Sep 1, 2026Advent International, L.p. reported in an SEC filing no longer being a 10% owner
Mar 8, 2024The company announced the departure of Matthew D Fitzgerald from the board in an SEC filing
Mar 8, 2024Michael L Morrison listed as CFO & Treasurer (previously Chief Financial Officer) in SEC filings
Mar 13, 2023Dewayne Williams became VP & Controller
Mar 2, 2023James Gambrell King listed as Chief Technology Officer (previously Chief Strategy Officer) in SEC filings
Nov 3, 2022Ryan Hummer listed as Chief Executive Officer (previously Chief Financial Officer) in SEC filings
Nov 3, 2022Ryan Hummer first listed as a director in an SEC filing
Not reported recently (26)
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.

NCSM Proposed Insider Sales (Form 144)

Latest: 2025-11-05
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-11-05 ROBERT NIPPER Director 1,000 $40.0K 2025-11-05 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-03 Nipper Robert Officer, Director 3,147 $125.9K 2025-11-03 RBC CAPITAL MARKETS LLC — EDGAR
2025-08-05 VALERIE MITCHELL Director 1,969 $59.4K 2025-08-05 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-04 VALERIE MITCHELL Director 548 $16.4K 2025-08-04 Morgan Stanley Smith Barney LLC … — EDGAR
2025-03-12 Mitchell Valerie A Director 4,061 $117.8K 2025-03-12 Morgan Stanley Smith Barney LLC … — EDGAR
2023-05-12 Stromquist Marty Director 3,058 $61.1K 2023-05-12 CIBC Investor Services Inc. — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
2 ETFs hold NCSM
2 shown · $1.43M total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.04% $941,741 — 2026-06-30
2 SFLO VictoryShares Small Cap Free Cash Flow ETF Nport 0.08% $484,526 — 2026-06-30
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.