Value
8.7/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 4.5 |
| P/S | 8.0 |
| EV/EBITDA | 8.2 |
| Fwd P/E | 9.8 |
| PEG | 10.0 |
- ▸Forward P/E: 6.5x
- ▸PEG: 0.02
- ▸Attractively valued
EQX · Why this verdict
Why Equinox Gold (EQX) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.8/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
6.7/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 1.7 |
| ROA | 4.6 |
| Gross margin | 7.8 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 4.7 |
| FCF quality | 4.6 |
| Moat | 7.9 |
| Piotroski F | 8.9 |
- ▸Strong margins: 25%
- ▸Earnings quality warning: 59% FCF/NI
- ▸Wide economic moat
- ▸Strong Piotroski F-Score: 8/9
Growth
5.0/10data confidence 50%Momentum
2.2/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.5 |
| MACD | 1.1 |
| OBV | 1.4 |
| MA position | 2.2 |
| Volume | 2.9 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA but MA still rising (+7.0%/30d) — pullback in uptrend, not confirmed weakness
Sentiment
7.4/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 7.8 |
| Analyst rating | 5.9 |
| Price target | 8.8 |
- ▸LLM news sentiment: +0.55 (n=1)
- ▸Light analyst coverage (1.0) — signal dampened
- ▸Analyst upside: 33%
Insider
5.0/10data confidence 50%Peer rank
3.8/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.6 |
| quality rank | 2.4 |
| growth rank | 9.3 |
- ▸Industry growth leader
Technical
5.7/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 8.0 |
| support resistance | 7.9 |
| 52w position | 1.1 |
Risk (lower is worse)
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| days to cover | 8.2 |
| volatility | 0.0 |
| put call | 10.0 |
| implied vol | 3.1 |
| beta | 2.2 |
| debt equity | 9.5 |
- ▸High IV: 62%
Catalyst
6.8/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 10.0 |
| dividend safety | 6.0 |
| news activity | 5.0 |
- ▸Perfect beat streak: 4Q
- ▸Dividend: 28.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (5)
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:60d clear
- SEMI_CYCLE_PEAK:CLEAR
Failed (3)
- MOMENTUM:2.2<4.5
- ASYMMETRY:0.9<1.5@spot
- MATERIALS_CYCLE_PEAK:fwd=6.5x,ratio=0.23x
Warning (0)
none
Reward-to-Risk
0.92
Upside
+12.9%
Downside
14.0%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — Beta 2.33>1.3
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: INSIDER:OK. Top dim: Value at 8.7; weakest: Momentum at 2.2. No conviction either direction.
The strongest dimensions are Value at 8.7, Sentiment at 7.4, and Catalyst at 6.8; the weakest are Momentum at 2.2, Peer rank at 3.8, and Insider at 5.0. The V9 engine flagged 3 failed gates, producing an asymmetric reward-to-risk of 0.92 and an engine sizing output of AVOID.