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ACTG

Acacia Research Corporation
Chart
4.54 USD
Latest Week 2026-07-17
Snapshot 2026-07-19 · 0.6w · Fresh
0.95
OS Score
88.0%
Value
83.0%
Quality
72.0%
Momentum
9/9
F-Score
0.855
QV
Strategy Eligibility
7 of 23 passing
OS Composite
OS 0.950
Trending Value
Quality × Value
QV 0.855
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
11.6%
Veiled Value
Piotroski Bargains
F9
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
🔄
Shareholder Yield
💰
High Yield
🚀
Momentum Leaders
12-1 31%
Market Leaders
Tiny Titans
🔍
Small Cap Value
Val 88%
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
Risk-Adj Momentum
RAM 1.02
V
Value Analysis
Cheapness relative to fundamentals
88.0%ile
P/S
2.0×
P/B
0.8×
FCF Yield
0.366
EBITDA/EV
0.116
SH Yield
0.000
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
14.00000000
/100 — 1=cheapest
VC2 (Trending Value)
21.00000000
/100
VC3 (Buyback)
22.00000000
/100
FCF yield of 36.6% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
83.0%ile
ROE
-0.035
ROA
-0.024
Net Margin
-0.085
Op Margin
-0.047
GPA
0.278
D/E
0.36
Current
8.56
F-Score
9/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.033
Stability
3.504
lower=better
Accruals
-0.125
lower=better
5yr Consist
No
Conservative balance sheet with D/E of 0.36. F-Score of 9/9 indicates strong fundamental improvement across multiple dimensions.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
72.0%ile
6M Return
19.2%
12M Return
22.7%
12-1 Mom
31.4%
Risk-Adj
1.02
Vol 252d
30.7%
Vol 60d
71.0%
↑ Expanding
Max DD 12M
-13.8%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 31% is very strong — a clear uptrend. Near-term vol (71%) is expanding vs long-term (31%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.95
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Industrials · 500 peers
Sector Value %ile
92.2%
Sector Quality %ile
84.6%
P/B z-score
-0.07
Sector Avg OS
51.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
ESEA Euroseas Ltd 99.0% 97.0% 96.0% 83.0%
CMRE Costamare Inc 98.0% 96.0% 85.0% 88.0%
DLX Deluxe Corporation 98.0% 92.0% 87.0% 88.0%
DAC Danaos Corporation 98.0% 97.0% 83.0% 83.0%
GSL Global Ship Lease Inc 98.0% 97.0% 87.0% 85.0%
UAL United Airlines Holdings Inc 97.0% 91.0% 93.0% 72.0%
AER AerCap Holdings NV 97.0% 92.0% 91.0% 77.0%
SHIP Seanergy Maritime Holdings Corp 97.0% 95.0% 70.0% 94.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (88th) and quality (83th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (88th value) with strong momentum (72th). The market is starting to recognise the value.
Piotroski + Value Convergence
F-Score 9/9 with good value (88th). Strong fundamental improvement in a cheap stock.
Volatility Expanding
60-day vol (71%) significantly exceeds 252-day (31%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
70.6% avg (5 factors)
Quality
D
43.5% avg (8 factors)
Momentum
B
61.4% avg (4 factors)
Risk
B
65.5% avg (1 factors)
Deep value territory, but quality is concerning. This is either a turnaround opportunity or a value trap — the F-Score and accruals ratio will be key differentiators.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends7 snapshots
Factor Persistence7 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.950—7
Value %ile0.880—7
Quality %ile0.830—7
Momentum %ile0.720—3
F-Score9.000—7
Confidence0.852—7
Volatility0.307—0
Value Lens2021-07-20 → 2026-07-19
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
Price / Sales
2.04
Price / Book
0.83
Price / Cash Flow
5.75
FCF Yield
36.6%
EBITDA / EV
11.6%
Sales Yield (1/P·S)
0.7878
Shareholder Yield
Div + net buyback / mktcap
0.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
-3.5%
Return on Assets
-2.4%
Net Margin
-8.5%
Operating Margin
-4.7%
Gross Profit / Assets
Novy-Marx GPA
27.8%
Debt / Equity
0.36
Current Ratio
8.56
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.125
MomentumPrice trend strength over different horizons
6M Return
19.2%
12M Return
22.7%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
31.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.02
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-3.3%
Earnings Stability (CV)
Lower = more stable
3.504
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
9
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
14
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
21
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
22
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