NET WORTH VS LIQUID NET WORTH US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. David Miller, CFA, Senior Equity Strategist | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-1A8DE8CE-20260531 | Data as of 2026-05-31

Executive Summary: net worth vs liquid net worth operates in the Energy industry with a market cap of $13.16B. The stock trades at 73.2x earnings and exhibits -7.1% top-line growth. Our derived fair value is $16347.1.

Rating: Overweight | Target Price: $16347.1 | Next Earnings: Jun 07

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Technical Assessment

RSI at 58 indicates a neutral-bullish state. Historical backtests suggest a +7.8% move within 10 sessions.

Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.

MACD printed a Bullish Crossover as the 50-day SMA turned positive 13 days ago.

Fundamental Assessment

Free cash flow conversion remains robust at 66%, supporting the 2.82% dividend and buybacks.

EPS of $184.56 reveals high earnings quality. DuPont analysis highlights operating leverage as the key ROE driver.

Sentiment & Flow Assessment

Beta of 1.16 suggests net worth vs liquid net worth is {beta_desc} volatile than the market, influencing hedging strategies.

Options skew is toward put at the 14320.6 strike, positioning for a directional move.

Data Snapshot

MetricValueSector Avg
Last Price$13510$12834.5
Market Cap$13.16B$14.48B
P/E Ratio73.2x62.2x
EPS (TTM)$184.56$166.1
Dividend Yield2.82%2%
Revenue Growth-7.1%-4.3%
Target Price$16347.1-
Beta1.161.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate net worth vs liquid net worth as **Overweight** with a 8-month target of $16347.1. A stop-loss at $12429.2 is advised. The next earnings report on Jun 07 could serve as a catalyst.

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