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NAC

NAOS Ex-50 Opportunities Company Limited
Chart
0.57 AUD
Latest Week 2026-06-05
Snapshot 2026-06-07 · 0.0w · Fresh
0.3
OS Score
34.0%
Value
33.0%
Quality
34.0%
Momentum
4/9
F-Score
0.335
QV
Strategy Eligibility
3 of 23 passing
OS Composite
Trending Value
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
🔄
Shareholder Yield
4.0%
💰
High Yield
🚀
Momentum Leaders
12-1 46%
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
Risk-Adj Momentum
RAM 1.33
V
Value Analysis
Cheapness relative to fundamentals
34.0%ile
P/E
3.6×
P/S
2.5×
P/B
0.8×
FCF Yield
-0.005
SH Yield
0.040
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
65.00000000
/100 — 1=cheapest
VC2 (Trending Value)
65.00000000
/100
VC3 (Buyback)
65.00000000
/100
P/E of 3.6x places this firmly in deep value territory. Negative FCF yield (-0.5%) — the business is currently cash-consumptive.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
33.0%ile
ROE
0.214
ROA
0.142
Net Margin
0.691
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
5yr Consist
No
ROE of 21% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
34.0%ile
6M Return
-6.7%
12M Return
46.4%
12-1 Mom
46.2%
Risk-Adj
1.33
Vol 252d
34.7%
Vol 60d
79.2%
↑ Expanding
Max DD 12M
-17.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 46% is very strong — a clear uptrend. Near-term vol (79%) is expanding vs long-term (35%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.3
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Financial Services · 158 peers
Sector Value %ile
29.6%
Sector Quality %ile
33.3%
P/E z-score
-0.47
P/B z-score
-0.09
Sector Avg OS
58.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
HLI Helia Group Limited 99.0% 97.0% 97.0% 86.0%
TWR Tower Limited 99.0% 98.0% 97.0% 90.0%
HUM Humm Group Limited 98.0% 95.0% 91.0% 91.0%
LFG Liberty Financial Group Limited 98.0% 93.0% 97.0% 86.0%
NGE NGE Capital Limited 97.0% 93.0% 92.0% 86.0%
KSL Kina Securities Limited 97.0% 96.0% 85.0% 87.0%
BFL BSP Financial Group Limited 97.0% 95.0% 90.0% 87.0%
ACQ Acorn Capital Investment Fund Limited 97.0% 92.0% 89.0% 90.0%
Factor Interactions
Volatility Expanding
60-day vol (79%) significantly exceeds 252-day (35%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
69.7% avg (5 factors)
Quality
A
77.4% avg (3 factors)
Momentum
B
66.8% avg (4 factors)
Risk
C
58.8% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.300—1
Value %ile0.340—0
Quality %ile0.330—0
Momentum %ile0.340—0
F-Score4.000—1
Confidence0.368—1
Volatility0.347—0
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
3.56
Price / Sales
2.46
Price / Book
0.76
FCF Yield
-0.5%
Sales Yield (1/P·S)
0.2483
Shareholder Yield
Div + net buyback / mktcap
4.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
21.4%
Return on Assets
14.2%
Net Margin
69.1%
External Financing
Net issuance — lower=better
0.065
MomentumPrice trend strength over different horizons
6M Return
-6.7%
12M Return
46.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
46.2%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.33
Growth & StabilityEarnings trajectory, consistency, and capital allocation
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
4
Dividend Yield
9.0%
Buyback Yield
-4.9%
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
65
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
65
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
65
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
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Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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