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Manager Directed Portfolios - SWP Growth & Income ETF

SWP • Asset Management
$94.09
— 0.00 (0.00%)
Current price
EarningsLatest report: Jul 4, 2026
BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.
Market Cap
$14.30B
Growth
4.9%
Cash Flow
4/5
Trend
Mostly stable
Evidence
Positive free cash flow · 4.54Consistent free cash flow · 4/5Manageable debt level · 0.65Weak profitability
Financial data as of: Jul 4, 2026, 12:00 AM UTCLast earnings update: Jul 4, 2026, 12:00 AM UTCLast profile update: Sep 15, 2026, 7:12 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$94.09
Change0.00%
Shares Out152.39M
Market Cap$14.30B
Enterprise Value$18.46B
52W Range25.73 - 29.87
Beta0.94
P/E23.04
P/S0.94
P/B1.30
P/FCF10.07
EV/Sales1.21

Investment DNA

How strong this company looks for long-term investors

61
out of 100
Business Quality
Margins, moat, returns
39/100
Financial Strength
Debt, cash, stability
45/100
Growth Potential
Revenue and expansion
62/100
Price Attractiveness
Cheap or expensive today
75/100
Why this score▼
Positive free cash flow · 4.54Consistent free cash flow · 4/5Manageable debt level · 0.65Weak profitability

Analyst view

Analyst sentiment and price target

SWK
Analyst sentiment
Based on 37 analyst votes · 2026-10-20
69/100
Neutral
Bullish
16
Hold
19
Bearish
2
Price Target
2026-07-31
Low
$84.00
Mean
$90.25
Median
$88.50
High
$100.00

Company Overview

IPO: 9/25/2024
Industry: Asset Management
P/B i: 1.30
Debt / Equity i: 0.65
Operating Margin: 7.62%
Net Margin: 2.66%
ROE i: -
ROIC: -

Financial Health

Score9 / 20
Debt / Equity: 0.65
Current Ratio: 1.14
Quick Ratio: 0.35
Status: Moderate

Warnings

  • Weak quick ratio

Insider Transactions

Recent executive and insider activity

Allan Donald
Transaction: 07/05/2026
SELL
Change
-2,001
Price
Not reported
Filing
07/07/2026
Type
SELL
Allan Donald
Transaction: 07/05/2026
SELL
Change
-875
Price
$91.55
Filing
07/07/2026
Type
SELL
Nelson Christopher John
Transaction: 06/29/2026
SELL
Change
-19,639
Price
Not reported
Filing
06/30/2026
Type
SELL