ATRI Factor Report

Data as of market close on: 1/31/2023.

Fundamental analysis of ATRI using the major investing factors, including value, quality, momentum, and low volatility.
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Latest Close: $687.30 Market Cap ($ mil): $1,218 Sector: Healthcare Industry: Medical Equipment & Supplies 52 Week High: $783.80 52 Week Low: $534.99 Relative Strength: 75 Twelve Minus One Return: -7.6% Standard Deviation: 36.7% Insider Ownership: 22.53%
PE Ratio: 35.5 Price/Sales: 6.7 Price/Book: 5.0 Price/Cash Flow: 25.1 EV/EBITDA: 22.07 Dividend Yield: 1.25% Shareholder Yield: 1.80% Piotroski F Score: 8 Mohanram G Score: 6 Institutional Ownership: 70.90%
Return on Equity: 14.3% Return on Assets: 12.9% Return on Tangible Capital: 15.9% Return on Invested Capital: 17.3% WACC: 3.9% Debt/Equity: 0.00 LT EPS Growth: 1.4% LT Sales Growth: 2.8% Beta: 0.38 Profit Margin: 19.24%
Atrion Corporation is engaged in the development and manufacture of products primarily for medical applications. The Company's medical products primarily serve the fluid delivery, cardiovascular and ophthalmology markets. It has developed a variety of valves designed to fill, hold and release controlled amounts of fluids or gasses on demand for use in various intubation, intravenous, catheter and other applications in fields, such as anesthesia and oncology. The Company's cardiovascular product, Myocardial Protection System (MPS3), is a technology used in open-heart surgery that delivers fluids and medications, mixes critical drugs, and controls temperature and pressure. Its ophthalmic products include specialized medical devices that disinfect contact lenses. It also manufactures a line of balloon catheters used in the treatment of nasolacrimal duct obstruction in children and adults. Its medical and non-medical products are manufactured at facilities in Florida, Alabama and Texas.

Factor Profile

ATRI's exposure to the major factors (100 is highest).

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Performance Disclaimer: Returns presented on are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

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