Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/16d590a0-500f-4194-a661-954ee5cf2b38/

SWX

Southwest Gas Holdings Inc
Chart
$88.72
Latest Week 2026-06-05
UtilitiesUtilities - Regulated GasMID
Snapshot 2026-06-07 · 0.0w · Fresh
0.89
OS Score
75.0%
Value
70.0%
Quality
76.0%
Momentum
7/9
F-Score
0.725
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
9 of 23 passing
★
OS Composite
OS 0.890
↗
Trending Value
✗
◆
Quality × Value
QV 0.725
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 13.9
◇
VC2 Cheapest
✗
📐
EBITDA/EV
10.0%
◐
Veiled Value
✗
▣
Piotroski Bargains
F7
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
2.8%
💰
High Yield
✗
🚀
Momentum Leaders
12-1 29%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 18%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 1.63
V
Value Analysis
Cheapness relative to fundamentals
75.0%ile
P/E
13.9×
P/S
2.6×
P/B
1.6×
E/P
0.0721
FCF Yield
0.172
EBITDA/EV
0.100
SH Yield
0.028
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
31.00000000
/100 — 1=cheapest
VC2 (Trending Value)
27.00000000
/100
VC3 (Buyback)
27.00000000
/100
FCF yield of 17.2% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
70.0%ile
ROE
0.113
ROA
0.045
Net Margin
0.185
Op Margin
0.229
GPA
0.085
D/E
1.54
Current
1.45
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.391
Earn Growth
1.064
Stability
1.071
lower=better
Accruals
0.003
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
76.0%ile
6M Return
13.8%
12M Return
28.6%
12-1 Mom
29.4%
Risk-Adj
1.63
Vol 252d
18.1%
Vol 60d
43.9%
↑ Expanding
Max DD 12M
-6.8%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 29% is very strong — a clear uptrend. Risk-adjusted momentum of 1.63 is excellent — strong returns relative to volatility. Near-term vol (44%) is expanding vs long-term (18%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.89
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Utilities · 109 peers
Sector Value %ile
71.8%
Sector Quality %ile
60.0%
P/E z-score
-0.14
P/B z-score
-0.28
Sector Avg OS
56.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
AXIA AXIA Energia 98.0% 96.0% 77.0% 92.0%
EBR-B Centrais Elétricas Brasileiras S.A. - Eletrobrás 97.0% 93.0% 77.0% 87.0%
EIX Edison International 97.0% 90.0% 85.0% 82.0%
ENIC Enel Chile SA ADR 95.0% 92.0% 79.0% 74.0%
AES The AES Corporation 95.0% 87.0% 76.0% 82.0%
CMSA CMS Energy Corporation 5.6% JRSUB NT 78 93.0% 98.0% 90.0% 29.0%
FTS Fortis Inc 92.0% 77.0% 87.0% 71.0%
NGG National Grid PLC ADR 92.0% 81.0% 78.0% 71.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (75th) and quality (70th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (75th value) with strong momentum (76th). The market is starting to recognise the value.
Volatility Expanding
60-day vol (44%) significantly exceeds 252-day (18%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
70.1% avg (7 factors)
Quality
C
48.6% avg (8 factors)
Momentum
B
64.5% avg (4 factors)
Risk
A
86.5% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.890—1—
Value %ile0.750—1—
Quality %ile0.700—1—
Momentum %ile0.760—1—
F-Score7.000—1—
Confidence1.000—1—
Volatility0.181—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
13.87
Earnings Yield (E/P)
0.0721
Price / Sales
2.57
Price / Book
1.57
Price / Cash Flow
14.70
FCF Yield
17.2%
EBITDA / EV
10.0%
Sales Yield (1/P·S)
0.2645
Shareholder Yield
Div + net buyback / mktcap
2.8%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
11.3%
Return on Assets
4.5%
Net Margin
18.5%
Operating Margin
22.9%
Gross Profit / Assets
Novy-Marx GPA
8.5%
Debt / Equity
1.54
Current Ratio
1.45
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.003
MomentumPrice trend strength over different horizons
6M Return
13.8%
12M Return
28.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
29.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.63
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-39.1%
Earnings Growth (YoY)
106.4%
Earnings Stability (CV)
Lower = more stable
1.071
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
7
Dividend Yield
2.8%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
31
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
27
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
27
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity