FMP
Stance Sustainable Beta ETF
STSB
NASDAQ
STSB focuses on approximately 100 ESG-screened large-cap companies from the US. The index, derived from the Solactive US Large & Mid Cap Index, utilizes ESG indicators provided by ISS ESG. This measures the degree to which a company is involved in: a) a prohibited industry, b) a controversial business area, c) a history of controversial business practices relating to human rights, labor rights, environmental protection, or business malpractice, and d) standards and performance criteria related to environmental impacts. Each factor may be evaluated using one or more indicators, including revenue, an analyst rating, or the severity of the controversy. Eligible companies must meet the minimum threshold score assigned by ISS ESG, with respect to each applicable indicator. These firms are then sorted by sector and ranked within each sector by market-cap. At each quarterly reconstitution, holdings are equally weighted, with each sector weighted according to the Solactive universe.
24.73 USD
0.2843 (1.15%)
DuPont Analysis
The DuPont analysis, pioneered by the DuPont Corporation, offers a structured approach to assessing fundamental performance. It involves breaking down the return on equity (ROE) into various components, aiding investors in comprehending the factors influencing a company's returns.
ROE = Net Income / Average Total Equity
ROE = (Net Income / Sales) * (Revenue / Average Total Assets) * (Average Total Assets / Average Total Equity)
The company's tax burden is (Net income ÷ Pretax profit). This is the proportion of the company's profits retained after paying income taxes. [NI/EBT] The company's interest burden is (Pretax income ÷ EBIT). This will be 1.00 for a firm with no debt or financial leverage. [EBT/EBIT] The company's operating income margin or return on sales (ROS) is (EBIT ÷ Revenue). This is the operating income per dollar of sales. [EBIT/Revenue] The company's asset turnover (ATO) is (Revenue ÷ Average Total Assets). The company's equity multiplier is (Average Total Assets ÷ Average Total Equity). This is a measure of financial leverage. Profitability (measured by profit margin) Asset efficiency (measured by asset turnover) Financial leverage (measured by equity multiplier)
