Target portfolio structure
Rising Stars (TOP 1-5) — our portfolio
Rising Stars (TOP 6-15)
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#reports #SCL
[Stepan Company](https://eninvs.com/all.php?name=SCL) (Specialty and intermediate chemicals manufacturer) reported for 2025 q4
(2026-02-23, Before Market Open):
- Revenue +5.3% YoY (vs +7.9% in previous quarter and historical rate -7.4%)
- EBITDA +13% YoY (vs -9.5% in previous quarter and historical rate +6.1%)
- EBITDA margin 4.7% increased compared to 4.4% same period last year
- Net Debt decreased by $16 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0 bln (negative), 1.9% of market cap
- EV/EBITDA multiple is 8.9x compared to historical level (75th percentile) of 19.5x
- EV/Sales multiple is 0.7x
------------------------------------------------
#reports #PRIM
[Primoris Services](https://eninvs.com/all.php?name=PRIM) (Engineering and Construction) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +6.7% YoY (vs +32.1% in previous quarter and historical rate +21.1%)
- EBITDA -7.3% YoY (vs +32.0% in previous quarter and historical rate +24.7%)
- EBITDA margin 5.5% decreased compared to 6.3% same period last year
- Net Debt decreased by $124 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 16.6x compared to historical level (75th percentile) of 13.2x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #PAY
[Paymentus Holdings, Inc.](https://eninvs.com/all.php?name=PAY) (Information Technology Services) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +27.9% YoY (vs +34.1% in previous quarter and historical rate +34.4%)
- EBITDA +41.7% YoY (vs +42.9% in previous quarter and historical rate +86.8%)
- EBITDA margin 10.3% increased compared to 9.3% same period last year
- Net Debt decreased by $33 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 29.3x compared to historical level (75th percentile) of 50.9x
- EV/Sales multiple is 2.8x
------------------------------------------------
#reports #NOVT
[Novanta](https://eninvs.com/all.php?name=NOVT) (Scientific and Technical Instruments) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194998)
(2026-02-24, After Market Close):
- Revenue +8.4% YoY (vs +1.6% in previous quarter and historical rate +4.5%)
- EBITDA +2.4% YoY (vs -19.1% in previous quarter and historical rate +2.4%)
- EBITDA margin 16.3% decreased compared to 17.2% same period last year
- Net Debt decreased by $494 mln over the past reporting period (9.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.2% of market cap
- EV/EBITDA multiple is 31.7x compared to historical level (75th percentile) of 40.4x
- EV/Sales multiple is 5.1x
------------------------------------------------
#reports #MYGN
[Myriad Genetics](https://eninvs.com/all.php?name=MYGN) (Diagnostic equipment manufacturer) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +16% YoY (vs +323.0% in previous quarter and historical rate +28.0%)
- EBITDA margin -2.9% increased compared to -18.2% same period last year
- Net Debt increased by $40 mln over the past reporting period (8.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 18.6% of market cap
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #MAX
[MediaAlpha](https://eninvs.com/all.php?name=MAX) (Internet Content and Information) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +33.2% YoY (vs +18.5% in previous quarter and historical rate +55.3%)
- EBITDA -88.9% YoY (vs +31.3% in previous quarter and historical rate +80.9%)
- EBITDA margin 0.4% decreased compared to 4.5% same period last year
- Net Debt decreased by $10 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (75th percentile) of 13.3x
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #LINC
[Lincoln Educational Services Corporation](https://eninvs.com/all.php?name=LINC) (Education and Training Services) reported for 2025 q4
(2026-02-23, Before Market Open):
- Revenue +38.8% YoY (vs +14.0% in previous quarter and historical rate +11.5%)
- EBITDA +118.2% YoY (vs +150.0% in previous quarter)
- EBITDA margin 16.8% increased compared to 10.7% same period last year
- Net Debt increased by $58 mln over the past reporting period (7.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 9.8% of market cap
- EV/EBITDA multiple is 24.7x compared to historical level (75th percentile) of 25.1x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #KWR
[Quaker Chemical Corporation](https://eninvs.com/all.php?name=KWR) (Chemicals manufacturer) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +5.4% YoY (vs +6.9% in previous quarter and historical rate -0.9%)
- EBITDA +108% YoY (vs +30.1% in previous quarter and historical rate +18.5%)
- EBITDA margin 22.2% increased compared to 11.3% same period last year
- Net Debt decreased by $11 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 7.0% of market cap
- EV/EBITDA multiple is 15.6x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 1.8x
------------------------------------------------
#reports #KTOS
[Kratos](https://eninvs.com/all.php?name=KTOS) (Security services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=195007)
(2026-02-23, After Market Close):
- Revenue +21.9% YoY (vs +26.1% in previous quarter and historical rate +14.8%)
- EBITDA +166.7% YoY (vs +73.3% in previous quarter and historical rate +93.3%)
- EBITDA margin 2.3% increased compared to 1.1% same period last year
- Net Debt increased by $17 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 177.6x compared to historical level (75th percentile) of 93.7x
- EV/Sales multiple is 10x
------------------------------------------------
#reports #KEYS
[Keysight Technologies](https://eninvs.com/all.php?name=KEYS) (Test equipment manufacturer) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +23.3% YoY (vs +10.3% in previous quarter and historical rate +1.2%)
- EBITDA +24.3% YoY (vs -2.0% in previous quarter and historical rate -9.4%)
- EBITDA margin 22.1% increased compared to 21.9% same period last year
- Net Debt decreased by $311 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.5 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 33.9x compared to historical level (75th percentile) of 26.9x
- EV/Sales multiple is 6.9x
------------------------------------------------
#reports #FRPT
[Freshpet](https://eninvs.com/all.php?name=FRPT) (Animal food manufacturer) reported for 2025 q4
(2026-02-23, Before Market Open):
- Revenue +8.4% YoY (vs +14.2% in previous quarter and historical rate +23.2%)
- EBITDA +86.2% YoY (vs +37.1% in previous quarter and historical rate +100.5%)
- EBITDA margin 18.9% increased compared to 11.0% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 27.1x compared to historical level (75th percentile) of 141.3x
- EV/Sales multiple is 3.4x
------------------------------------------------
#reports #ERIE
[Erie Indemnity](https://eninvs.com/all.php?name=ERIE) (Insurance company) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +7.9% YoY (vs +13.0% in previous quarter and historical rate +13.1%)
- Net Income -49.6% YoY (vs +36.9% in previous quarter and historical rate +23.2%)
- Net Income margin 6.6% decreased compared to 14.2% same period last year
- P/E multiple is 27.2x compared to historical level (75th percentile) of 43.2x
- P/S multiple is 3.8x
- Price to book: 6.4x
------------------------------------------------
#reports #DPZ
[Dominos Pizza](https://eninvs.com/all.php?name=DPZ) (Stores owner ) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=195004)
(2026-02-23, Before Market Open):
- Revenue +95.7% YoY (vs +215.0% in previous quarter and historical rate +48.6%)
- EBITDA +96.6% YoY (vs +208.2% in previous quarter and historical rate +54.3%)
- EBITDA margin 19.9% has not changed compared to 19.8% same period last year
- Net Debt increased by $11 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 8.5x compared to historical level (75th percentile) of 18.5x
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #CNNE
[Cannae](https://eninvs.com/all.php?name=CNNE) (Investment company) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +102.5% YoY (vs -20.8% in previous quarter and historical rate -5.6%)
- EBITDA -113.9% YoY (vs +1200.0% in previous quarter and historical rate +15.3%)
- EBITDA margin -16.2% decreased compared to 235.3% same period last year
- Net Debt decreased by $176 mln over the past reporting period (13.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 15.6% of market cap
- EV/Sales multiple is 2.2x
------------------------------------------------
#reports #BOOM
[DMC Global](https://eninvs.com/all.php?name=BOOM) (Technology company) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=195002)
(2026-02-23, After Market Close):
- Revenue -79% YoY (vs 0.0% in previous quarter and historical rate +10.1%)
- EBITDA -111.9% YoY (vs +300.0% in previous quarter and historical rate +11.2%)
- EBITDA margin -4.9% decreased compared to 8.6% same period last year
- Net Debt decreased by $11 mln over the past reporting period (6.5% of market cap)
- FCF (LTM) +$0 bln (positive), 23.0% of market cap
- EV/EBITDA multiple is 25.1x compared to historical level (75th percentile) of 9.6x
- EV/Sales multiple is 0.6x
------------------------------------------------
#reports #BMRN
[BioMarin Pharmaceutical](https://eninvs.com/all.php?name=BMRN) (Therapeutic enzyme products provider) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +17.1% YoY (vs +4.0% in previous quarter and historical rate +15.5%)
- EBITDA -113.6% YoY (vs -121.2% in previous quarter)
- EBITDA margin -2.7% decreased compared to 23.7% same period last year
- Net Debt decreased by $83 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.1% of market cap
- EV/EBITDA multiple is 19.1x compared to historical level (75th percentile) of 68.7x
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #BLZE
[Backblaze, Inc.](https://eninvs.com/all.php?name=BLZE) (Software — Infrastructure) reported for 2025 q4
(2026-02-23, Before Market Open):
- Revenue +11.8% YoY (vs +12.1% in previous quarter and historical rate +20.0%)
- EBITDA -18.8% YoY (vs -70.0% in previous quarter)
- EBITDA margin 34.2% decreased compared to 47.1% same period last year
- Net Debt decreased by $25 mln over the past reporting period (8.9% of market cap)
- FCF (LTM) -$0 bln (negative), 15.4% of market cap
- EV/EBITDA multiple is 20.7x compared to historical level (75th percentile) of 17.9x
- EV/Sales multiple is 2x
------------------------------------------------
#reports #AXSM
[Axsome Therapeutics](https://eninvs.com/all.php?name=AXSM) (Treatments for neurological disorders developer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=195001)
(2026-02-23, Before Market Open):
- Revenue +64.7% YoY (vs +62.9% in previous quarter and historical rate +106.0%)
- EBITDA margin -13.8% increased compared to -60.5% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.8% of market cap
- EV/Sales multiple is 14x
------------------------------------------------
#reports #APLE
[Apple Hospitality REIT](https://eninvs.com/all.php?name=APLE) (Hotel business) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=195000)
(2026-02-23, After Market Close):
- Revenue -1.2% YoY (vs +6.7% in previous quarter and historical rate +11.7%)
- EBITDA -16.9% YoY (vs +15.3% in previous quarter and historical rate +24.7%)
- EBITDA margin 30.1% decreased compared to 35.8% same period last year
- Net Debt decreased by $2 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$1.5 bln (positive), 51.4% of market cap
- EV/EBITDA multiple is 6.6x compared to historical level (75th percentile) of 11.2x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #ALSN
[Allison Transmission](https://eninvs.com/all.php?name=ALSN) ( Fully-automatic transmissions manufacturer) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue -7.4% YoY (vs -15.9% in previous quarter and historical rate +3.2%)
- EBITDA -23.9% YoY (vs -18.8% in previous quarter and historical rate +19.7%)
- EBITDA margin 27.3% decreased compared to 33.2% same period last year
- Net Debt decreased by $101 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 10.3x
- EV/Sales multiple is 3.9x
------------------------------------------------
#reports #ACVA
[ACV Auctions Inc.](https://eninvs.com/all.php?name=ACVA) (Software — Application) reported for 2025 q4
(2026-02-23, After Market Close):
- Revenue +15% YoY (vs +17.0% in previous quarter and historical rate +22.2%)
- EBITDA margin -3.8% increased compared to -9.4% same period last year
- Net Debt increased by $15 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.8% of market cap
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #WU
[Western Union](https://eninvs.com/all.php?name=WU) (Payment service provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194996)
(2026-02-20, After Market Close):
- Revenue -1.8% YoY (vs +0.6% in previous quarter and historical rate -5.6%)
- Net Income -20.3% YoY (vs +203.9% in previous quarter and historical rate +7.7%)
- Net Income margin 11.1% decreased compared to 13.6% same period last year
- P/E multiple is 4.1x compared to historical level (75th percentile) of 6.9x
- P/S multiple is 0.9x
- Price to book: 4x
------------------------------------------------
#reports #FOLD
[Amicus Therapeutics](https://eninvs.com/all.php?name=FOLD) (Small molecule drugs developer) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +20.2% YoY (vs +19.0% in previous quarter and historical rate +38.1%)
- EBITDA -133.3% YoY (vs +50.0% in previous quarter)
- EBITDA margin -0.2% decreased compared to 0.8% same period last year
- Net Debt decreased by $30 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 216.9x compared to historical level (75th percentile) of 184x
- EV/Sales multiple is 5x
------------------------------------------------
#reports #ASIX
[AdvanSix](https://eninvs.com/all.php?name=ASIX) (Polymer resin manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194990)
(2026-02-20, Before Market Open):
- Revenue +2.6% YoY (vs -6.0% in previous quarter and historical rate +10.4%)
- EBITDA +122.2% YoY (vs -65.4% in previous quarter and historical rate +12.3%)
- EBITDA margin 1.7% increased compared to 0.8% same period last year
- Net Debt decreased by $22 mln over the past reporting period (4.9% of market cap)
- FCF (LTM) -$0 bln (negative), 9.3% of market cap
- EV/EBITDA multiple is 5.8x compared to historical level (75th percentile) of 7.6x
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #LAMR
@ REITs
[Lamar Advertising](https://eninvs.com/all.php?name=LAMR) (REIT — Specialty) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194994)
(2026-02-20, Before Market Open):
- Revenue -63.7% YoY (vs +3.9% in previous quarter and historical rate +14.1%)
- EBITDA -18.8% YoY (vs +5.0% in previous quarter and historical rate +36.3%)
- EBITDA margin 47.0% increased compared to 21.0% same period last year
- Net Debt decreased by $43 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 11.8x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 5.7x
------------------------------------------------
#reports #YETI
[YETI](https://eninvs.com/all.php?name=YETI) (Goods for outdoor activities manufacturer) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +12.3% YoY (vs +10.1% in previous quarter and historical rate +10.1%)
- EBITDA -19.1% YoY (vs +1.4% in previous quarter and historical rate +4.7%)
- EBITDA margin 15.2% decreased compared to 21.2% same period last year
- Net Debt increased by $142 mln over the past reporting period (3.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 27.6x
- EV/Sales multiple is 2x
------------------------------------------------
#reports #WSC
[WillScot](https://eninvs.com/all.php?name=WSC) (Warehouse service provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue -6.1% YoY (vs -5.7% in previous quarter and historical rate +0.1%)
- EBITDA -138.4% YoY (vs +392.7% in previous quarter and historical rate +8.4%)
- EBITDA margin -17.0% decreased compared to 41.5% same period last year
- Net Debt decreased by $9 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 14.8x
- EV/Sales multiple is 3.3x
------------------------------------------------
#reports #WK
[Workiva](https://eninvs.com/all.php?name=WK) (Software — Application) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +19.5% YoY (vs +20.4% in previous quarter and historical rate +17.9%)
- EBITDA margin 3.8% increased compared to -5.0% same period last year
- Net Debt decreased by $31 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.2% of market cap
- EV/Sales multiple is 5.2x
------------------------------------------------
#reports #WEAV
[Weave Communications, Inc.](https://eninvs.com/all.php?name=WEAV) (Software — Application) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +16.7% YoY (vs +17.3% in previous quarter and historical rate +18.8%)
- EBITDA margin 1.6% increased compared to -9.3% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0 bln (negative), 2.4% of market cap
- EV/Sales multiple is 2.2x
------------------------------------------------
#reports #VICR
[Vicor](https://eninvs.com/all.php?name=VICR) (Modular power components manufacturer ) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +11.5% YoY (vs +18.3% in previous quarter and historical rate +5.9%)
- EBITDA +50% YoY (vs +133.3% in previous quarter and historical rate +52.2%)
- EBITDA margin 16.8% increased compared to 12.5% same period last year
- Net Debt decreased by $40 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 58.3x compared to historical level (75th percentile) of 47.4x
- EV/Sales multiple is 15x
------------------------------------------------
#reports #TZOO
[Travelzoo](https://eninvs.com/all.php?name=TZOO) (Advertising Agencies) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +4.8% YoY (vs +10.0% in previous quarter and historical rate +9.1%)
- EBITDA -80% YoY (vs -75.0% in previous quarter and historical rate +5.4%)
- EBITDA margin 4.5% decreased compared to 23.8% same period last year
- Net Debt decreased by $2 mln over the past reporting period (2.8% of market cap)
- FCF (LTM) +$0 bln (positive), 12.6% of market cap
- EV/EBITDA multiple is 9.1x compared to historical level (75th percentile) of 8.7x
- EV/Sales multiple is 0.8x
------------------------------------------------
#reports #TVTX
[Travere Therapeutics](https://eninvs.com/all.php?name=TVTX) (Biotechnology) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194986)
(2026-02-19, After Market Close):
- Revenue +73.3% YoY (vs +161.9% in previous quarter and historical rate +43.8%)
- EBITDA margin -5.4% increased compared to -46.7% same period last year
- Net Debt increased by $17 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.7% of market cap
- EV/Sales multiple is 5.4x
------------------------------------------------
#reports #TRGP
[Targa Resources](https://eninvs.com/all.php?name=TRGP) (Energy services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194985)
(2026-02-19, Before Market Open):
- Revenue -7.9% YoY (vs +7.8% in previous quarter and historical rate -7.1%)
- EBITDA +21.1% YoY (vs +11.9% in previous quarter and historical rate +49.8%)
- EBITDA margin 32.3% increased compared to 24.6% same period last year
- Net Debt increased by $122 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$1.3 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 14.4x
- EV/Sales multiple is 3.6x
------------------------------------------------
#reports #TNDM
[Tandem Diabetes Care](https://eninvs.com/all.php?name=TNDM) (Medical equipment manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194984)
(2026-02-19, After Market Close):
- Revenue +2.5% YoY (vs +2.0% in previous quarter and historical rate +9.2%)
- EBITDA +225% YoY (vs -2100.0% in previous quarter and historical rate +33.3%)
- EBITDA margin 4.5% increased compared to 1.4% same period last year
- Net Debt increased by $22 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 7.3% of market cap
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #THRM
[Gentherm](https://eninvs.com/all.php?name=THRM) ( Thermal technologies manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194983)
(2026-02-19, Before Market Open):
- Revenue +4.4% YoY (vs +1.6% in previous quarter and historical rate +13.9%)
- EBITDA +52.4% YoY (vs 0.0% in previous quarter and historical rate +15.9%)
- EBITDA margin 8.4% increased compared to 5.7% same period last year
- Net Debt decreased by $15 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0 bln (positive), 3.3% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #SFM
[Sprouts Farmers Market](https://eninvs.com/all.php?name=SFM) (Retail grocery store chain) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +26.5% YoY (vs +13.6% in previous quarter and historical rate +9.0%)
- EBITDA +14.6% YoY (vs +60.3% in previous quarter and historical rate +22.4%)
- EBITDA margin 7.7% decreased compared to 8.5% same period last year
- Net Debt increased by $342 mln over the past reporting period (4.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 3.5% of market cap
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 20.7x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #RNG
[RingCentral](https://eninvs.com/all.php?name=RNG) (Software provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +4.7% YoY (vs +4.9% in previous quarter and historical rate +8.2%)
- EBITDA -20.8% YoY (vs +74.1% in previous quarter and historical rate +162.0%)
- EBITDA margin 15.4% decreased compared to 20.3% same period last year
- Net Debt increased by $7 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 10.1% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 44.4x
- EV/Sales multiple is 1.5x
------------------------------------------------
#reports #RMNI
[Rimini Street](https://eninvs.com/all.php?name=RMNI) (Software — Application) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194979)
(2026-02-19, After Market Close):
- Revenue -1.9% YoY (vs -1.9% in previous quarter and historical rate +16.7%)
- EBITDA +216.7% YoY (vs +400.0% in previous quarter and historical rate +47.5%)
- EBITDA margin 17.9% increased compared to 5.6% same period last year
- Net Debt decreased by $12 mln over the past reporting period (3.6% of market cap)
- FCF (LTM) +$0 bln (positive), 7.4% of market cap
- EV/EBITDA multiple is 2.7x compared to historical level (75th percentile) of 5.5x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #RMAX
[RE/MAX](https://eninvs.com/all.php?name=RMAX) (Real estate franchise service provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194978)
(2026-02-19, After Market Close):
- Revenue -1.4% YoY (vs -6.4% in previous quarter and historical rate -6.2%)
- EBITDA +45.5% YoY (vs +13.6% in previous quarter and historical rate +18.7%)
- EBITDA margin 22.5% increased compared to 15.3% same period last year
- Net Debt decreased by $9 mln over the past reporting period (5.7% of market cap)
- FCF (LTM) +$0 bln (positive), 12.1% of market cap
- EV/Sales multiple is -0x
------------------------------------------------
#reports #PWR
[Quanta Services](https://eninvs.com/all.php?name=PWR) (Contracting services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194977)
(2026-02-19, Before Market Open):
- Revenue +260.4% YoY (vs +15.5% in previous quarter and historical rate +38.4%)
- EBITDA +131.6% YoY (vs +25.6% in previous quarter and historical rate +30.2%)
- EBITDA margin 5.7% decreased compared to 8.9% same period last year
- Net Debt increased by $1.8 bln since the start of the year (2.7% of market cap)
- FCF (LTM) -$1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 28.3x compared to historical level (75th percentile) of 28.2x
- EV/Sales multiple is 2x
------------------------------------------------
#reports #PRDO
[Perdoceo Education](https://eninvs.com/all.php?name=PRDO) (Education and Training Services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194975)
(2026-02-19, After Market Close):
- Revenue +20.5% YoY (vs +24.7% in previous quarter and historical rate +8.0%)
- EBITDA +32.6% YoY (vs +34.8% in previous quarter and historical rate +23.6%)
- EBITDA margin 28.8% increased compared to 26.1% same period last year
- Net Debt increased by $25 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.2% of market cap
- EV/EBITDA multiple is 6.1x compared to historical level (75th percentile) of 6.3x
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #POOL
[Pool](https://eninvs.com/all.php?name=POOL) (Pool equipment distributer) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue -0.5% YoY (vs +1.3% in previous quarter and historical rate -5.0%)
- EBITDA -8.2% YoY (vs +1.6% in previous quarter and historical rate -17.0%)
- EBITDA margin 6.8% decreased compared to 7.4% same period last year
- Net Debt increased by $169 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 17.7x compared to historical level (75th percentile) of 20.7x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #OPEN
[Opendoor Technologies](https://eninvs.com/all.php?name=OPEN) (Real Estate Services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194974)
(2026-02-19, After Market Close):
- Revenue -32.1% YoY (vs -33.6% in previous quarter and historical rate -16.5%)
- EBITDA -199.1% YoY (vs -128.5% in previous quarter and historical rate -9.6%)
- EBITDA margin -14.4% decreased compared to 9.9% same period last year
- Net Debt decreased by $576 mln over the past reporting period (11.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 5.4% of market cap
- EV/Sales multiple is 1x
------------------------------------------------
#reports #ONTO
[Onto Innovation](https://eninvs.com/all.php?name=ONTO) (Semiconductor manufacturer) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +21.9% YoY (vs +21.7% in previous quarter and historical rate +10.4%)
- EBITDA -34.9% YoY (vs +45.8% in previous quarter and historical rate +7.5%)
- EBITDA margin 10.5% decreased compared to 19.6% same period last year
- Net Debt decreased by $468 mln over the past reporting period (4.6% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 42.5x compared to historical level (75th percentile) of 42x
- EV/Sales multiple is 9.7x
------------------------------------------------
#reports #MTLS
[Materialise NV](https://eninvs.com/all.php?name=MTLS) (Software — Application) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +20.6% YoY (vs +1.3% in previous quarter and historical rate +10.1%)
- EBITDA +50% YoY (vs 0.0% in previous quarter and historical rate +2.0%)
- EBITDA margin 3.7% increased compared to 2.9% same period last year
- EV/EBITDA multiple is 12.4x compared to historical level (75th percentile) of 15x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #MHH
[Mastech Digital](https://eninvs.com/all.php?name=MHH) (Staffing and Employment Services) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue -2.2% YoY (vs +8.3% in previous quarter and historical rate -3.6%)
- EBITDA margin 2.2% increased compared to -15.2% same period last year
- Net Debt decreased by $14 mln over the past reporting period (17.6% of market cap)
- FCF (LTM) +$1.5 bln (positive), 1912.2% of market cap
- EV/EBITDA multiple is 7.6x compared to historical level (75th percentile) of 799.5x
- EV/Sales multiple is 0.2x
------------------------------------------------
#reports #LZ
[LegalZoom.com, Inc.](https://eninvs.com/all.php?name=LZ) (Specialty Business Services) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +9.2% YoY (vs +1.9% in previous quarter and historical rate +5.5%)
- Net Income +20% YoY (vs +85.7% in previous quarter and historical rate +88.6%)
- Net Income margin 3.2% increased compared to 2.9% same period last year
- P/E multiple is 51.5x compared to historical level (75th percentile) of 70.5x
- P/S multiple is 2.3x
- Price to book: 7.7x
------------------------------------------------
#reports #LYV
[Live Nation Entertainment](https://eninvs.com/all.php?name=LYV) (Entertainment services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194971)
(2026-02-19, After Market Close):
- Revenue -46.1% YoY (vs +11.1% in previous quarter and historical rate +21.8%)
- EBITDA -87.5% YoY (vs +2.4% in previous quarter and historical rate +49.7%)
- EBITDA margin 0.8% decreased compared to 3.3% same period last year
- Net Debt increased by $592 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.4% of market cap
- EV/EBITDA multiple is 19.7x compared to historical level (75th percentile) of 16.9x
- EV/Sales multiple is 1.5x
------------------------------------------------
#reports #LKQ
[LKQ](https://eninvs.com/all.php?name=LKQ) (Automotive products and services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194970)
(2026-02-19, Before Market Open):
- Revenue -1.3% YoY (vs -2.4% in previous quarter and historical rate +3.1%)
- EBITDA -31.3% YoY (vs -7.1% in previous quarter and historical rate -7.2%)
- EBITDA margin 7.8% decreased compared to 11.2% same period last year
- Net Debt increased by $14 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 8.6x
- EV/Sales multiple is 0.8x
------------------------------------------------
#reports #LAUR
[Laureate Education](https://eninvs.com/all.php?name=LAUR) (Education and Training Services) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +27.9% YoY (vs +8.4% in previous quarter and historical rate +16.5%)
- EBITDA +27.2% YoY (vs -6.2% in previous quarter and historical rate +4.2%)
- EBITDA margin 37.2% decreased compared to 37.4% same period last year
- Net Debt increased by $173 mln over the past reporting period (2.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 12.5x compared to historical level (75th percentile) of 9.7x
- EV/Sales multiple is 3.7x
------------------------------------------------
#reports #ITGR
[Integer Corporation](https://eninvs.com/all.php?name=ITGR) (Medical device manufacturer) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +8.8% YoY (vs +8.6% in previous quarter and historical rate +10.6%)
- EBITDA +7.1% YoY (vs +2.3% in previous quarter and historical rate +18.7%)
- EBITDA margin 19.3% decreased compared to 19.6% same period last year
- Net Debt increased by $36 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 6.7% of market cap
- EV/EBITDA multiple is 12.2x compared to historical level (75th percentile) of 18.3x
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #IRTC
[iRhythm Technologies](https://eninvs.com/all.php?name=IRTC) (Medical device manufacturer) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +58.3% YoY (vs +23.3% in previous quarter and historical rate +25.4%)
- EBITDA margin 0.5% increased compared to -22.0% same period last year
- Net Debt decreased by $54 mln over the past reporting period (1.0% of market cap)
- EV/Sales multiple is 8x
------------------------------------------------
#reports #INSM
[Insmed](https://eninvs.com/all.php?name=INSM) (Biotechnology) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194944)
(2026-02-19, Before Market Open):
- Revenue +153.8% YoY (vs +52.7% in previous quarter and historical rate +35.2%)
- EBITDA margin -119.7% increased compared to -221.2% same period last year
- Net Debt increased by $261 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.8 bln (positive), 2.6% of market cap
- EV/Sales multiple is 51.5x
------------------------------------------------
#reports #ICUI
[ICU Medical](https://eninvs.com/all.php?name=ICUI) (Peripheral venous catheter producer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194966)
(2026-02-19, After Market Close):
- Revenue -14.1% YoY (vs -8.8% in previous quarter and historical rate -0.5%)
- EBITDA -38.5% YoY (vs +1.6% in previous quarter and historical rate +48.0%)
- EBITDA margin 10.4% decreased compared to 14.4% same period last year
- Net Debt decreased by $37 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.2 bln (positive), 6.2% of market cap
- EV/EBITDA multiple is 19.6x compared to historical level (75th percentile) of 23.3x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #HLIT
[Harmonic](https://eninvs.com/all.php?name=HLIT) (Communication Equipment) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue -55.9% YoY (vs -27.6% in previous quarter and historical rate -2.6%)
- EBITDA -87.5% YoY (vs -65.8% in previous quarter and historical rate +20.0%)
- EBITDA margin 7.1% decreased compared to 25.2% same period last year
- Net Debt increased by $4 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 6.1% of market cap
- EV/EBITDA multiple is 29x compared to historical level (75th percentile) of 37.9x
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #GH
[Guardant Health](https://eninvs.com/all.php?name=GH) (Medicine services provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +39.1% YoY (vs +38.7% in previous quarter and historical rate +29.8%)
- EBITDA margin -37.7% increased compared to -55.0% same period last year
- Net Debt increased by $584 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/Sales multiple is 13.3x
------------------------------------------------
#reports #ETSY
[Etsy](https://eninvs.com/all.php?name=ETSY) (E-commerce services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194959)
(2026-02-19, Before Market Open):
- Revenue +3.5% YoY (vs +2.4% in previous quarter and historical rate +4.1%)
- EBITDA -14.3% YoY (vs +6.1% in previous quarter and historical rate +17.8%)
- EBITDA margin 17.7% decreased compared to 21.4% same period last year
- Net Debt decreased by $371 mln over the past reporting period (6.3% of market cap)
- FCF (LTM) +$0.5 bln (positive), 8.8% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 24.5x
- EV/Sales multiple is 2.6x
------------------------------------------------
#reports #EPAM
[EPAM Systems](https://eninvs.com/all.php?name=EPAM) (Software developer) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +12.8% YoY (vs +19.3% in previous quarter and historical rate +4.5%)
- EBITDA +10.4% YoY (vs -0.5% in previous quarter and historical rate -0.1%)
- EBITDA margin 12.8% decreased compared to 13.1% same period last year
- Net Debt decreased by $69 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 17.7x compared to historical level (75th percentile) of 20.2x
- EV/Sales multiple is 2x
------------------------------------------------
#reports #DAVA
[Endava plc](https://eninvs.com/all.php?name=DAVA) (Software — Infrastructure) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +59.6% YoY (vs +3.6% in previous quarter and historical rate +15.9%)
- EBITDA 0% YoY (vs -72.7% in previous quarter and historical rate -15.4%)
- EBITDA margin 1.5% decreased compared to 2.4% same period last year
- Net Debt increased by $1 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.4 bln (negative), 89.0% of market cap
- EV/EBITDA multiple is 20.4x compared to historical level (75th percentile) of 36.9x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #CWST
[Casella Waste Systems](https://eninvs.com/all.php?name=CWST) ( Recycling company) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +9.8% YoY (vs +17.7% in previous quarter and historical rate +19.6%)
- EBITDA +7.1% YoY (vs +28.6% in previous quarter and historical rate +22.1%)
- EBITDA margin 19.4% decreased compared to 19.9% same period last year
- Net Debt increased by $74 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.2% of market cap
- EV/EBITDA multiple is 21.2x compared to historical level (75th percentile) of 25x
- EV/Sales multiple is 4.3x
------------------------------------------------
#reports #CWK
[Cushman & Wakefield plc](https://eninvs.com/all.php?name=CWK) (Real Estate Services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194957)
(2026-02-19, Before Market Open):
- Revenue +14.2% YoY (vs +2.5% in previous quarter and historical rate +2.4%)
- EBITDA -1.5% YoY (vs -12.6% in previous quarter and historical rate +8.0%)
- EBITDA margin 6.9% decreased compared to 8.0% same period last year
- Net Debt decreased by $385 mln over the past reporting period (10.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 11.2x compared to historical level (75th percentile) of 10.7x
- EV/Sales multiple is 0.6x
------------------------------------------------
#reports #CPRT
[Copart](https://eninvs.com/all.php?name=CPRT) (Used car supplier) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +10% YoY (vs +12.5% in previous quarter and historical rate +12.4%)
- Net Income -17.6% YoY (vs +5.0% in previous quarter and historical rate +4.7%)
- Net Income margin 31.2% decreased compared to 41.7% same period last year
- P/E multiple is 24.4x compared to historical level (75th percentile) of 16x
- P/S multiple is 9x
- Price to book: 2.1x
------------------------------------------------
#reports #CENX
[Century Aluminum](https://eninvs.com/all.php?name=CENX) (Aluminum) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +0.5% YoY (vs +17.3% in previous quarter and historical rate -0.8%)
- EBITDA +64.7% YoY (vs +5.3% in previous quarter and historical rate +58.4%)
- EBITDA margin 17.7% increased compared to 10.8% same period last year
- Net Debt decreased by $22 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 14.5x compared to historical level (75th percentile) of 27.1x
- EV/Sales multiple is 1.8x
------------------------------------------------
#reports #CARG
[Cargurus](https://eninvs.com/all.php?name=CARG) (Vehicle retail) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194954)
(2026-02-19, After Market Close):
- Revenue -8.7% YoY (vs +3.5% in previous quarter and historical rate -14.3%)
- EBITDA +111.7% YoY (vs +87.9% in previous quarter and historical rate +24.2%)
- EBITDA margin 60.8% increased compared to 26.2% same period last year
- Net Debt decreased by $14 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 12.4x compared to historical level (75th percentile) of 30.6x
- EV/Sales multiple is 3.7x
------------------------------------------------
#reports #BRC
[Brady Corporation](https://eninvs.com/all.php?name=BRC) ( Identification products manufacturer ) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +7.6% YoY (vs +7.4% in previous quarter and historical rate +17.0%)
- EBITDA +18.8% YoY (vs +14.5% in previous quarter and historical rate +19.1%)
- EBITDA margin 21.4% increased compared to 19.3% same period last year
- Net Debt decreased by $26 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 12.9x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 2.5x
------------------------------------------------
#reports #BAND
[Bandwidth](https://eninvs.com/all.php?name=BAND) (Communication platform) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue +26.1% YoY (vs +27.6% in previous quarter and historical rate +15.3%)
- EBITDA +400% YoY (vs +140.0% in previous quarter)
- EBITDA margin 4.8% increased compared to 1.2% same period last year
- Net Debt decreased by $85 mln over the past reporting period (19.1% of market cap)
- FCF (LTM) +$0 bln (positive), 8.8% of market cap
- EV/EBITDA multiple is 25.5x compared to historical level (75th percentile) of 140.2x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #AXTI
[AXT](https://eninvs.com/all.php?name=AXTI) (Semiconductor Equipment and Materials) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue -8% YoY (vs +16.7% in previous quarter and historical rate -7.6%)
- EBITDA margin -21.7% increased compared to -28.0% same period last year
- Net Debt decreased by $96 mln over the past reporting period (12.1% of market cap)
- FCF (LTM) -$0 bln (negative), 1.6% of market cap
- EV/Sales multiple is 9.1x
------------------------------------------------
#reports #ARDX
[Ardelyx](https://eninvs.com/all.php?name=ARDX) (Biotechnology) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +267.6% YoY (vs +75.0% in previous quarter and historical rate +146.0%)
- EBITDA margin 4.0% increased compared to -73.5% same period last year
- Net Debt decreased by $117 mln over the past reporting period (9.2% of market cap)
- FCF (LTM) -$0 bln (negative), 2.0% of market cap
- EV/Sales multiple is 3.5x
------------------------------------------------
#reports #AKAM
[Akamai Technologies](https://eninvs.com/all.php?name=AKAM) (Network content provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +7.4% YoY (vs +5.0% in previous quarter and historical rate +5.2%)
- EBITDA -12.3% YoY (vs +55.9% in previous quarter and historical rate +2.8%)
- EBITDA margin 25.3% decreased compared to 31.0% same period last year
- Net Debt increased by $377 mln over the past reporting period (2.6% of market cap)
- FCF (LTM) -$1 bln (negative), 6.7% of market cap
- EV/EBITDA multiple is 14.9x compared to historical level (75th percentile) of 15.4x
- EV/Sales multiple is 4.4x
------------------------------------------------
#reports #AGM
[Federal Agricultural Mortgage Corporation](https://eninvs.com/all.php?name=AGM) (Credit Services) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +23.5% YoY (vs -7.2% in previous quarter and historical rate +44.4%)
- Net Income -20% YoY (vs +215.4% in previous quarter and historical rate +85.6%)
- Net Income margin 45.7% decreased compared to 70.6% same period last year
- P/E multiple is 3x compared to historical level (75th percentile) of 3.6x
- P/S multiple is 3x
- Price to book: 1.1x
------------------------------------------------
#reports #DBX
@ saas
[Dropbox](https://eninvs.com/all.php?name=DBX) (Software provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue -1.2% YoY (vs -0.8% in previous quarter and historical rate +2.8%)
- EBITDA +61.1% YoY (vs +31.3% in previous quarter and historical rate +36.9%)
- EBITDA margin 31.9% increased compared to 19.6% same period last year
- Net Debt increased by $220 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$0.6 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 31.2x
- EV/Sales multiple is 5x
------------------------------------------------
#reports #APPN
@ saas
[Appian](https://eninvs.com/all.php?name=APPN) (Business Automation Platform) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue -67.1% YoY (vs +21.4% in previous quarter and historical rate +23.8%)
- EBITDA margin -33.0% decreased compared to -9.9% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0 bln (positive), 1.8% of market cap
- EV/Sales multiple is 3.2x
------------------------------------------------
#reports #COLD
@ REITs
[Americold Realty Trust](https://eninvs.com/all.php?name=COLD) (Storage and transportation of perishable products) reported for 2025 q4
(2026-02-19, Before Market Open):
- Revenue -1.2% YoY (vs -1.5% in previous quarter and historical rate -3.6%)
- EBITDA -61.7% YoY (vs -12.5% in previous quarter and historical rate +4.6%)
- EBITDA margin 4.7% decreased compared to 12.2% same period last year
- Net Debt increased by $140 mln over the past reporting period (3.8% of market cap)
- FCF (LTM) -$0.6 bln (negative), 17.2% of market cap
- EV/EBITDA multiple is 21.5x compared to historical level (75th percentile) of 33.3x
- EV/Sales multiple is 3.1x
------------------------------------------------
#reports #FIVN
@ artificial-intelligence , @ saas
[Five9](https://eninvs.com/all.php?name=FIVN) (Cloud Software provider) reported for 2025 q4
(2026-02-19, After Market Close):
- Revenue +7.5% YoY (vs +8.3% in previous quarter and historical rate +14.0%)
- EBITDA +17.7% YoY (vs +50.0% in previous quarter and historical rate +118.4%)
- EBITDA margin 44.3% increased compared to 40.5% same period last year
- Net Debt decreased by $32 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 17.8% of market cap
- EV/EBITDA multiple is 7.2x compared to historical level (75th percentile) of 214.7x
- EV/Sales multiple is 1.8x
------------------------------------------------
#reports #WING
[Wingstop](https://eninvs.com/all.php?name=WING) (Restaurant chain owner) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194943)
(2026-02-18, Before Market Open):
- Revenue +38.6% YoY (vs +38.5% in previous quarter and historical rate +31.8%)
- EBITDA +55.9% YoY (vs +35.3% in previous quarter and historical rate +36.1%)
- EBITDA margin 30.1% increased compared to 26.8% same period last year
- Net Debt increased by $380 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 45.1x compared to historical level (75th percentile) of 71.2x
- EV/Sales multiple is 13.5x
------------------------------------------------
#reports #VRSK
[Verisk Analytics](https://eninvs.com/all.php?name=VRSK) (Analytical service provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194942)
(2026-02-18, Before Market Open):
- Revenue +5.8% YoY (vs +5.9% in previous quarter and historical rate +2.4%)
- EBITDA -0.6% YoY (vs +7.9% in previous quarter and historical rate +1.7%)
- EBITDA margin 40.3% decreased compared to 42.9% same period last year
- Net Debt decreased by $59 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 19.5x compared to historical level (75th percentile) of 23.4x
- EV/Sales multiple is 10.9x
------------------------------------------------
#reports #UAN
[CVR Partners](https://eninvs.com/all.php?name=UAN) (Agricultural Inputs) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194941)
(2026-02-18, After Market Close):
- Revenue +313.3% YoY (vs -1.4% in previous quarter and historical rate +12.3%)
- EBITDA +207.7% YoY (vs +84.2% in previous quarter and historical rate +36.0%)
- EBITDA margin 22.7% decreased compared to 30.5% same period last year
- Net Debt increased by $23 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) -$0 bln (negative), 3.7% of market cap
- EV/EBITDA multiple is 5.6x compared to historical level (75th percentile) of 7.2x
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #TBI
[TrueBlue](https://eninvs.com/all.php?name=TBI) (Staffing and Employment Services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194938)
(2026-02-04, After Market Close):
- Revenue +8.3% YoY (vs +12.8% in previous quarter and historical rate -10.0%)
- EBITDA margin -5.3% decreased compared to -0.8% same period last year
- Net Debt increased by $51 mln over the past reporting period (33.2% of market cap)
- FCF (LTM) -$0 bln (negative), 2.0% of market cap
- EV/Sales multiple is 0.2x
At the opening of the session the share price went up +8.0%
------------------------------------------------
#reports #TAP
[Molson Coors Beverage](https://eninvs.com/all.php?name=TAP) (Beer maker) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194937)
(2026-02-18, After Market Close):
- Revenue -3.6% YoY (vs -3.3% in previous quarter and historical rate +2.5%)
- EBITDA -19.8% YoY (vs -616.9% in previous quarter and historical rate +29.0%)
- EBITDA margin 16.3% decreased compared to 19.6% same period last year
- Net Debt increased by $29 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.4% of market cap
- EV/Sales multiple is 1.3x
------------------------------------------------
#reports #SPNT
[SiriusPoint](https://eninvs.com/all.php?name=SPNT) (Insurance — Reinsurance) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +42% YoY (vs -5.1% in previous quarter and historical rate +12.6%)
- Net Income +154.2% YoY (vs -117.0% in previous quarter and historical rate +36.2%)
- Net Income margin 25.1% increased compared to 14.0% same period last year
- P/E multiple is 6.5x compared to historical level (75th percentile) of 15.5x
- P/S multiple is 0.8x
- Price to book: 1.4x
------------------------------------------------
#reports #SABR
[Sabre](https://eninvs.com/all.php?name=SABR) (Information Technology Services) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194936)
(2026-02-17, Before Market Open):
- Revenue -6.7% YoY (vs -6.5% in previous quarter and historical rate +4.3%)
- EBITDA -36.2% YoY (vs +16.9% in previous quarter and historical rate +60.7%)
- EBITDA margin 6.6% decreased compared to 9.7% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.8 bln (positive), 149.6% of market cap
- EV/EBITDA multiple is 7.2x compared to historical level (75th percentile) of 29.3x
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #RELY
[Remitly Global, Inc.](https://eninvs.com/all.php?name=RELY) (Software — Infrastructure) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +25.6% YoY (vs +24.3% in previous quarter and historical rate +43.5%)
- EBITDA +405.9% YoY (vs +131.3% in previous quarter and historical rate +94.3%)
- EBITDA margin 19.5% increased compared to 4.8% same period last year
- Net Debt increased by $91 mln over the past reporting period (3.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 16x compared to historical level (75th percentile) of 37.6x
- EV/Sales multiple is 1.6x
------------------------------------------------
#reports #PODD
[Insulet](https://eninvs.com/all.php?name=PODD) (Medical equipment manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194934)
(2026-02-18, After Market Close):
- Revenue +31.1% YoY (vs +29.8% in previous quarter and historical rate +27.6%)
- EBITDA +48.8% YoY (vs +31.3% in previous quarter and historical rate +82.0%)
- EBITDA margin 23.7% increased compared to 20.9% same period last year
- Net Debt decreased by $24 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 34.3x compared to historical level (75th percentile) of 76.6x
- EV/Sales multiple is 7.1x
------------------------------------------------
#reports #PERI
[Perion Network](https://eninvs.com/all.php?name=PERI) (Internet Content and Information) reported for 2025 q4
(2026-02-18, Before Market Open):
- Revenue -41.5% YoY (vs -44.9% in previous quarter and historical rate +7.1%)
- EBITDA -67.4% YoY (vs -97.5% in previous quarter and historical rate +34.2%)
- EBITDA margin 10.9% decreased compared to 19.7% same period last year
- Net Debt decreased by $8 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) -$0 bln (negative), 4.1% of market cap
- EV/EBITDA multiple is 10.9x compared to historical level (75th percentile) of 10.9x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #OGS
[ONE Gas](https://eninvs.com/all.php?name=OGS) (Gas provider) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +9.2% YoY (vs +11.5% in previous quarter and historical rate -0.1%)
- EBITDA +0.9% YoY (vs +7.6% in previous quarter and historical rate +19.3%)
- EBITDA margin 31.8% decreased compared to 34.4% same period last year
- Net Debt increased by $228 mln over the past reporting period (4.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 21.2x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 6.8x
------------------------------------------------
#reports #NPO
[EnPro Industries](https://eninvs.com/all.php?name=NPO) (Industrial products manufacturer) reported for 2025 q4
(2026-02-18, Before Market Open):
- Revenue +18.5% YoY (vs +4.0% in previous quarter and historical rate -1.0%)
- EBITDA +122.7% YoY (vs +7.1% in previous quarter and historical rate +29.9%)
- EBITDA margin 33.2% increased compared to 17.7% same period last year
- Net Debt increased by $96 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 18.8x compared to historical level (75th percentile) of 21.7x
- EV/Sales multiple is 5x
------------------------------------------------
#reports #NDSN
[Nordson](https://eninvs.com/all.php?name=NDSN) (Equipment manufacturer) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +8.8% YoY (vs +1.1% in previous quarter and historical rate +3.2%)
- EBITDA +14% YoY (vs +17.2% in previous quarter and historical rate +5.4%)
- EBITDA margin 30.3% increased compared to 28.9% same period last year
- Net Debt decreased by $11 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 19.2x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 6x
------------------------------------------------
#reports #MCO
[Moodys](https://eninvs.com/all.php?name=MCO) (Credit and risk assessment agency) reported for 2025 q4
(2026-02-18, Before Market Open):
- Revenue +5.8% YoY (vs +13.0% in previous quarter and historical rate +6.4%)
- Net Income +5.9% YoY (vs +16.2% in previous quarter and historical rate -2.9%)
- Net Income margin 32.3% has not changed compared to 32.3% same period last year
- P/E multiple is 46.3x compared to historical level (75th percentile) of 46x
- P/S multiple is 13.5x
- Price to book: 24.5x
------------------------------------------------
#reports #ICL
[ICL Group Ltd](https://eninvs.com/all.php?name=ICL) (Agricultural Inputs) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue -4.4% YoY (vs -5.9% in previous quarter and historical rate +5.1%)
- EBITDA -59.6% YoY (vs -5.5% in previous quarter and historical rate +18.6%)
- EBITDA margin 8.3% decreased compared to 19.6% same period last year
- Net Debt increased by $462 mln over the past reporting period (6.7% of market cap)
- FCF (LTM) +$0.4 bln (positive), 5.4% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 4.9x
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #HLF
[Herbalife Nutrition](https://eninvs.com/all.php?name=HLF) (Packaged Foods) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194925)
(2026-02-18, After Market Close):
- Revenue +5.6% YoY (vs -3.2% in previous quarter and historical rate -4.2%)
- EBITDA +48.3% YoY (vs +50.5% in previous quarter and historical rate +7.8%)
- EBITDA margin 10.1% increased compared to 7.2% same period last year
- Net Debt decreased by $267 mln over the past reporting period (14.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 6.8% of market cap
- EV/EBITDA multiple is 7.3x compared to historical level (75th percentile) of 7.5x
- EV/Sales multiple is 0.7x
------------------------------------------------
#reports #GRMN
[Garmin](https://eninvs.com/all.php?name=GRMN) (Navigation devices manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194924)
(2026-02-18, Before Market Open):
- Revenue +16.6% YoY (vs +11.7% in previous quarter and historical rate +14.3%)
- EBITDA +17.2% YoY (vs +5.0% in previous quarter and historical rate +20.9%)
- EBITDA margin 31.1% increased compared to 30.9% same period last year
- Net Debt decreased by $189 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 18x compared to historical level (75th percentile) of 22.2x
- EV/Sales multiple is 5.1x
------------------------------------------------
#reports #GLBE
[Global-e Online Ltd.](https://eninvs.com/all.php?name=GLBE) (Internet Retail) reported for 2025 q4
(2026-02-18, Before Market Open):
- Revenue +28.1% YoY (vs +25.6% in previous quarter and historical rate +33.5%)
- EBITDA +966.7% YoY (vs +1700.0% in previous quarter and historical rate +66.7%)
- EBITDA margin 19.0% increased compared to 2.3% same period last year
- Net Debt decreased by $71 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 72.1x compared to historical level (75th percentile) of 355.6x
- EV/Sales multiple is 5.5x
------------------------------------------------
#reports #CWAN
[Clearwater Analytics Holdings, Inc.](https://eninvs.com/all.php?name=CWAN) (Software — Application) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +72.2% YoY (vs +76.7% in previous quarter and historical rate +34.8%)
- EBITDA +360% YoY (vs +227.3% in previous quarter)
- EBITDA margin 10.6% increased compared to 4.0% same period last year
- Net Debt decreased by $61 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.9 bln (negative), 13.2% of market cap
- EV/EBITDA multiple is 99.3x compared to historical level (75th percentile) of 460.5x
- EV/Sales multiple is 10.6x
------------------------------------------------
#reports #CVNA
[Carvana](https://eninvs.com/all.php?name=CVNA) (E-platform for buying cars provider ) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue +131.1% YoY (vs +31.8% in previous quarter and historical rate +13.2%)
- EBITDA +995.6% YoY (vs +669.4% in previous quarter and historical rate +83.3%)
- EBITDA margin 8.8% increased compared to 1.9% same period last year
- Net Debt decreased by $1.4 bln since the start of the year (2.0% of market cap)
- FCF (LTM) +$0.9 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 51.3x compared to historical level (75th percentile) of 68.9x
- EV/Sales multiple is 4.5x
------------------------------------------------
#reports #COKE
[Coca-Cola Consolidated](https://eninvs.com/all.php?name=COKE) ( Soft drinks producer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194916)
(2026-02-18, After Market Close):
- Revenue +16.7% YoY (vs +3.2% in previous quarter and historical rate +8.3%)
- EBITDA -40% YoY (vs +2.2% in previous quarter and historical rate +23.3%)
- EBITDA margin 12.7% decreased compared to 24.7% same period last year
- Net Debt increased by $2 bln since the start of the year (20.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 1.5x
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #CNK
[Cinemark](https://eninvs.com/all.php?name=CNK) (Cinema chain) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194914)
(2026-02-18, Before Market Open):
- Revenue +21.4% YoY (vs +5.4% in previous quarter and historical rate +41.0%)
- EBITDA +53.9% YoY (vs +12.9% in previous quarter and historical rate +104.2%)
- EBITDA margin 15.1% increased compared to 11.9% same period last year
- Net Debt decreased by $1 bln since the start of the year (36.5% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.4% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 12.1x
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #CMRE
[Costamare](https://eninvs.com/all.php?name=CMRE) (Marine Shipping) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +26.9% YoY (vs +111.0% in previous quarter and historical rate +39.2%)
- EBITDA +26.2% YoY (vs +208.3% in previous quarter and historical rate +65.4%)
- EBITDA margin 50.0% decreased compared to 50.3% same period last year
- Net Debt decreased by $1.2 bln since the start of the year (58.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 6.7% of market cap
- EV/EBITDA multiple is 4.8x compared to historical level (75th percentile) of 6.4x
- EV/Sales multiple is 3.1x
------------------------------------------------
#reports #CLH
[Clean Harbors](https://eninvs.com/all.php?name=CLH) (Environmental service provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194912)
(2026-02-18, Before Market Open):
- Revenue +4.8% YoY (vs +1.3% in previous quarter and historical rate +5.4%)
- EBITDA +7.9% YoY (vs +5.5% in previous quarter and historical rate +5.2%)
- EBITDA margin 17.4% increased compared to 16.9% same period last year
- Net Debt decreased by $92 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 14.5x compared to historical level (75th percentile) of 14.4x
- EV/Sales multiple is 2.7x
------------------------------------------------
#reports #CAR
[Avis Budget](https://eninvs.com/all.php?name=CAR) (Rental and Leasing Services) reported for 2025 q4
(2026-02-18, After Market Close):
- Revenue -1.7% YoY (vs +1.1% in previous quarter and historical rate -0.9%)
- EBITDA +207.4% YoY (vs +3.0% in previous quarter and historical rate +9.3%)
- EBITDA margin 10.8% increased compared to 3.5% same period last year
- Net Debt decreased by $29 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$1.7 bln (negative), 64.6% of market cap
- EV/EBITDA multiple is 5.7x compared to historical level (75th percentile) of 5.4x
- EV/Sales multiple is 1.8x
------------------------------------------------
#reports #CAMT
[Camtek](https://eninvs.com/all.php?name=CAMT) (Semiconductor Equipment and Materials) reported for 2025 q4
(2026-02-18, Before Market Open):
- Revenue +43.8% YoY (vs +40.0% in previous quarter and historical rate +22.0%)
- EBITDA +128.6% YoY (vs +57.9% in previous quarter and historical rate +48.4%)
- EBITDA margin 25.0% increased compared to 15.7% same period last year
- Net Debt decreased by $246 mln over the past reporting period (3.9% of market cap)
- FCF (LTM) -$0.3 bln (negative), 4.1% of market cap
- EV/EBITDA multiple is 56.1x compared to historical level (75th percentile) of 45.6x
- EV/Sales multiple is 13.9x
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PeriodStrategyS&P500
Day +5.1%+0.9%
Week +5.8%+0.7%
Year to date -3.7%+44.2%
Since inception (2020-07-13) -61.9%+118.2%
Maximum drawdown 93.7%
Date of drawdown 2024-08-28
Sharpe ratio -0.06
Volatility (year) 58%
Portfolio (USD) and S&P500 dynamics (%)
| Company | Share | Price -w | Price | Change($) |
|---|---|---|---|---|
| 83.8% | +5.5% | |||
| 13.2% | -2.0% | |||
| 1.6% | -0.4% | |||
| 0.9% | +1.2% | |||
| 0.7% | 0.0% | |||
| Portfolio | +5.8% |
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