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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2735
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$0
Pending
Detailed business profile pending verification.
Headcount
—
HQ Base
WALNUT CREEK, California
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| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$CPER United States Commodity Index Funds Trust | 45 | 25 | 25 | 80 | 11.8x | - | - | - | 100.0% | 84.1% | 84.1% | -19.6% | - | - | $0 | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
United States Commodity Index Funds Trust (CPER) receives a "Reduce" rating with a composite score of 45.4/100. It ranks #2735 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Outperforming peers — winners tend to keep winning over 3-12 months
Expensive relative to fundamentals — limited margin of safety
Weak fundamentals — higher risk of value trap
Average volatility — neutral timing signal
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for CPER.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 25 | 12 | +13ALPHA |
| MOMENTUM | 80 | 88 | -8DRAG |
| VALUATION | 25 | 9 | +16ALPHA |
| INVESTMENT | 22 | 9 | +13ALPHA |
| STABILITY | 41 | 36 | +5NEUTRAL |
| SHORT INT | 49 | 54 | -5NEUTRAL |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
Insufficient data for ROIC calculation
GM 100% vs sector 78%, OM 84% vs sector 18%
Capital turnover N/A
Rev growth -20%, 2yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate United States Commodity Index Funds Trust (CPER) as a Reduce with a composite score of 45.4/100 at a current price of $36.29. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
United States Commodity Index Funds Trust holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 45.4/100 places it at rank #2735 in our full universe.
The near-term outlook is constructive, with revenue growing at -20% and momentum in the 80th percentile confirming positive market sentiment. The combination of strong top-line growth and favorable price dynamics suggests the company is executing well on its growth strategy.
Narrow
Medium
Poor
Fair Value
Gross margins of 100% signal strong pricing power.
Positive momentum indicates institutional accumulation.
Stable competitive position in a defensive sector.
Below-average quality raises earnings sustainability concerns.
Vulnerability to macroeconomic shocks and interest rate volatility.
United States Commodity Index Funds Trust represents a reduce based on multi-factor quantitative performance.
United States Commodity Index Funds Trust receives a Reduce rating from our analysis, with a composite score of 45.4/100 and 2 out of 5 stars, ranking #2735 out of 7,333 stocks. CPER's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
CPER's quality score of 25/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports gross margins of 100.0% (sector avg: 77.7%), net margins of 84.1% (sector avg: 21.9%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
CPER registers a value score of just 25/100, suggesting the stock trades at a significant premium to its fundamental metrics. Key valuation metrics include a P/E ratio of 11.78x. High-premium valuations like this require strong future execution to avoid multiple compression, and downside risk is elevated if growth disappoints.
United States Commodity Index Funds Trust's investment score of 22/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of -19.6% vs. a sector average of 10.7%. While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
CPER shows strong momentum characteristics with a score of 80/100. The stock has been trending above key moving averages, indicating solid demand from institutional buyers. Revenue growth stands at -19.6% year-over-year, while a beta of 0.70 reflects its sensitivity to broader market moves. This level of momentum typically signals sustained investor confidence and favorable near-term price action.
CPER's stability score of 41/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 0.70. Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
The short interest score of 49/100 for CPER suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include micro-cap liquidity risk. With a $0 market cap (micro-cap), United States Commodity Index Funds Trust may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
United States Commodity Index Funds Trust is a micro-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2735 of 7,333 overall (63rd percentile). Key comparisons include operating margins of 84.1% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While CPER currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
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Improvement in Investment (22) would have the largest impact on the composite score.
Gross Margin 29% ABOVE SECTOR MEDIAN (FAVORABLE)
Op. Margin 364% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081

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