| P/E (FY) | 5.6 | Sales (TTM) | $248.3M |
| Earnings (TTM) | $36.0M | ROE | 11.05% |
| Net Margin | 16.89% | ROIC | — |
| Debt / Equity | 0.53 | TD / EBITDA | — |
| EPS Growth 3Y | −0.92% | Sales Growth 3Y | 14.46% |
| Market Cap | $236.6M | Trading Days | 5291 |
| 52W High | 11.00 |
| 52W Low | 7.85 |
| % Off High | −9.82% |
| YTD | −0.83% | 1Y | 3.26% |
| 3Y | 22.36% | 5Y | 43.88% |
| 10Y | 57.36% | Since incept. (ann.) | 5.53% |
| Ann. Volatility (1Y) | 31.02% | Ann. Volatility (3Y) | 36.69% |
| Sharpe (1Y) | 0.26 | Sharpe (3Y) | 0.39 |
| Max Drawdown (1Y) | −24.95% | Max Drawdown (3Y) | −37.10% |
| Beta (3Y, vs SPY) | 1.06 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| SNFCA | SECURITY NATIONAL FINANCIAL CORP | $246.2M | 7.7 |
| OPRT | Oportun Financial Corp | $262.5M | 10.8 |
| BENF | Beneficient | $207.9M | — |
| CPSS | CONSUMER PORTFOLIO SERVICES, INC. | $207.1M | 11.9 |
| ETHW | Bitwise Ethereum ETF | $201.2M | — |
| SLNH | Soluna Holdings, Inc | $192.5M | — |
| LDI | loanDepot, Inc. | $191.2M | — |
| TONX | TON Strategy Co | $189.4M | — |
| DGXX | Digi Power X Inc. | $331.8M | — |
| BKKT | Bakkt, Inc. | $333.3M | — |
| DEFT | Defi Technologies, Inc. | $164.7M | — |
| Gemini Space Station, Inc. |
| $164.5M |
| — |
