SWHCX
Principal SAM Strategic Growth C
NasdaqUSDEQUITY
DELAYED
Last price
21.81
▲ 0.14 (0.65%)
MARKET · —
Price
Open
21.81
Prev close
21.67
Day high
—
Day low
—
Volume
—
Market cap
—
P/E (TTM)
—
52W range
18.48 – 22.04
Trailing performance
Returnvs SPY
1W
-0.68%
+0.7%
1M
+3.46%
-0.3%
3M
+4.15%
+1.1%
6M
+7.86%
-3.2%
YTD
+13.12%
+0.8%
1Y
+4.76%
-15.2%
3Y
+33.07%
-41.1%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Fundamentals
Market cap—
Enterprise value—
Revenue (TTM)—
Gross profit—
EBITDA—
Net income—
EPS (TTM)—
Free cash flow—
Total cash—
Total debt—
Book value / share—
Shares outstanding—
Float—
Short % of float—
Dividend yield—
Beta (5Y)—
Valuation & profitability ratios
Trailing P/E—
Forward P/E—
PEG ratio—
Price / sales—
Price / book—
EV / revenue—
EV / EBITDA—
Gross margin—
Operating margin—
Profit margin—
Return on equity—
Return on assets—
Debt / equity—
Current ratio—
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Analyst targets & ownership
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
Consensus—
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders—
Held by institutions—
Institutions holding—
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
21.84
-0.11% from price
SMA 20
21.64
+0.78% from price
SMA 50
21.39
+1.97% from price
SMA 100
20.97
+4.02% from price
SMA 200
20.62
+5.79% from price
EMA 12
21.76
+0.25% from price
EMA 26
21.61
+0.93% from price
EMA 50
21.40
+1.91% from price
RSI (14)
57.5
Neutral
MACD (12,26,9)
0.15
Hist -0.01
ATR (14)
0.09
0.42% of price
Realised vol 30D
10.5%
Annualised
Bollinger upper
22.24
20, 2σ
Bollinger lower
21.04
20, 2σ
50 / 200 cross
Golden
21.39 vs 20.62
Trend bias
Above 200
+5.79%
Risk profile
Beta vs SPY
0.88
Less volatile than market
Correlation to SPY
0.68
Loosely linked
Realised vol 30D
10.5%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-16.2%
Peak to trough
Max drawdown 5Y
-34.1%
Peak to trough
ATR 14
0.09
0.42% of price
Beta (reported)
—
5Y monthly, from filing
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.