AIVL2.656%
as of Jul 17
FTV
DefensiveFORTIVE CORP
Fortive Corporation designs, develops, manufactures, and markets products, software, and services in the United States, China, and internationally. It operates through Intelligent Operating Solutions and Advanced Healthcare Solutions segments. The Intelligent Operating Solutions segment provides advanced instrumentation, software, and services, including maintenance, repair, measurement and condition monitoring, facility and asset lifecycle software applications, and connected worker safety and compliance solutions for manufacturing, process industries, healthcare, utilities and power, communications and electronics, and other industries.
Close · 3M
+8.23%
Held by 2 AI ETFs
QRFT0.050%
as of Jul 8
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals7
Win rate29% (2/7)
Avg buy return-0.57%
AIVL · Weight decrease · 2d
The AIVL fund has shown a consistent, albeit minor, reduction in its FTV allocation over the past two weeks, marked by several daily decreases interspersed with brief upticks. This gradual de-weighting, rather than an abrupt divestment, suggests a nuanced response from the WisdomTree AI algorithm. Given FTV's current price, hovering near its 52-week high after a period of positive returns, the AI's valuation metrics are likely identifying the stock as less compelling within its US value universe. The company's P/E of 34.92 and negative revenue growth of -23.36% present a challenging profile for an AI designed to distinguish genuine value from potential traps using fundamental and valuation data, particularly as the market price approaches the top of its annual range with a modest 7.39% ROE.
weight 2.689% → 2.621% (-0.068 pp)·stock up 0.6% in the 30 days before
Jul 15·entry $60.52·now $60.99
+0.78%
since Jul 15
AIVL · Weight increase · 2d
FTV exhibits a price-to-earnings ratio of 34.92 and a price-to-book ratio of 2.72, coupled with a revenue contraction of 23.36% and a 7.39% return on equity. These figures initially appear divergent from traditional value characteristics, especially the higher P/E and negative revenue growth for a stock within a value-tilted universe. However, the WisdomTree AIVL fund employs AI to distinguish genuine value opportunities from potential value traps using a broader set of fundamentals, including margins, return on capital, and debt, alongside valuation metrics like free cash flow yield. This suggests the AI has identified other elements in FTV’s profile that override the present negative revenue trend and higher P/E, signaling underlying financial strength or future recovery that aligns with its genuine value criteria. The fund's detected consecutive weight increase in FTV, evident in recent minor daily adjustments around July 10-13, occurred as the stock's price reached $60.68, nearing its 52-week high of $63.60. This coincides with FTV's positive short-term momentum, having delivered a 3.3% return over 30 days and 4.6% over 90 days, indicating that the AI's algorithm perceives continued upside or strengthening fundamentals even as the stock approaches peak historical prices.
weight 2.649% → 2.689% (+0.040 pp)·stock up 3.7% in the 30 days before
Jul 13·entry $62.31·now $60.99Fresh
-2.12%
since Jul 13
AIVL · Weight decrease · 3d
Fortive's current PER of 34.92, coupled with a negative revenue growth of -23.36% and a 7.39% ROE, presents a profile challenging for a value-focused ETF like AIVL. AIVL's AI, tasked with identifying genuine value over potential value traps using metrics like return on capital and P/E, likely found these fundamental and valuation characteristics unfavorable. The consecutive weight decreases from July 7th to July 9th, 2026, coincided with Fortive trading at $62.20, representing 87% of its 52-week high following a 5.1% return over the prior 30 days. This recent price momentum, despite a -13.1% one-year return, likely amplified concerns about Fortive's valuation within AIVL's value-tilted universe, prompting the measured portfolio adjustment.
weight 2.734% → 2.649% (-0.086 pp)·stock down 0.0% in the 30 days before
Jul 9·entry $61.15·now $60.99
-0.26%
since Jul 9
AIVL · Weight decrease · 2d
AIVL's detected pattern of consecutive weight decrease for FTV manifests as a series of gradual downward adjustments, not a sudden divestment. This measured reduction is consistent with the fund's AI-driven strategy to differentiate genuine value from value traps within its US value-factor universe. FTV’s current trading price near 85% of its 52-week high, following recent short-term gains, positions it with a P/E ratio of 34.92 that seems elevated for an Industrials sector company. Such a valuation, particularly when set against a -23.36% revenue decline and a moderate 7.39% ROE, likely signals to AIVL's AI a potential misalignment between price and fundamentals. Consequently, the AI incrementally reduces its allocation to FTV, aiming to mitigate risk from deteriorating metrics or stretched valuations, thereby maintaining its value discipline.
weight 2.734% → 2.673% (-0.061 pp)·stock down 0.0% in the 30 days before
Jul 8·entry $61.27·now $60.99
-0.46%
since Jul 8
AIVL · Weight decrease · 2d
AIVL’s AI-driven methodology actively screens US value stocks, prioritizing fundamental health and discerning genuine value from potential traps using metrics like P/E and revenue growth. For FTV, its PER of 33.55, coupled with a substantial -23.36% revenue decline, likely signaled to the AI a divergence from the fund's value criteria, despite its presence in the initial value-factor pool. During a periodic rebalance, the AI's re-evaluation likely triggered a consecutive reduction in FTV's weighting, moving from 2.6971% on June 23rd to 2.6758% by June 30th. This action suggests the AI system, tasked with optimizing a portfolio of around 100 US value stocks, identified the Industrials company as no longer aligning with the core strategy of avoiding value traps, even as its 30-day return showed a minor +3.5% uptick.
weight 2.705% → 2.676% (-0.029 pp)·stock up 4.7% in the 30 days before
Jun 30·entry $61.09·now $60.99
-0.16%
since Jun 30
AIVL · Weight decrease · 2d
FTV's fundamental profile, marked by a negative revenue growth of -23.36% and a 7.39% ROE, alongside its PER of 33.55 and PBR of 2.72, presents a complex picture for AIVL's AI, which evaluates both fundamentals and valuation metrics to identify genuine value within its US value-factor pool. The WisdomTree AI's directive is to distinguish such characteristics from value traps, and these particular metrics for an Industrials sector company might indicate declining financial health rather than a temporarily undervalued asset. Consequently, a consecutive reduction in FTV's weight from 2.7272% on June 22nd to 2.6881% by June 24th was observed within the AIVL portfolio. This portfolio adjustment occurred while FTV's price, at $60.39, recently experienced a 90-day return of +6.1% and was trading at 84% of its 52-week high, suggesting the AI found the current valuation less attractive relative to its underlying fundamentals as the stock approached recent highs.
weight 2.727% → 2.688% (-0.039 pp)·stock up 2.1% in the 30 days before
Jun 24·entry $60.39·now $60.99
+0.99%
since Jun 24
AIVL · Weight decrease · 4d
AIVL's AI, designed to distinguish genuine value from value traps within its pre-filtered US value universe, initiated a consecutive weight decrease in FTV. This system's re-evaluation likely considered FTV's -23.36% revenue growth and a PER of 33.49, which might signal fundamental weakness despite its value inclusion. Even with a 1-year price decline of -16.4%, the AI's scoring, incorporating metrics like ROE of 7.39%, suggests FTV is now viewed as a less compelling opportunity compared to other names in the ~100-stock portfolio. Such a sustained reduction within AIVL's periodic rebalancing framework indicates a shift in FTV's AI-derived value score.
weight 2.824% → 2.687% (-0.136 pp)·stock up 1.2% in the 30 days before
Jun 12·entry $60.14·now $60.99
+1.41%
since Jun 12
AIVL · Weight decrease · 3d
Trading at $59.84, FTV sits at 82% of its 52-week high, having delivered a 30-day return of +0.1% and a 90-day return of +10.1%, yet remains down -14.7% over the past year. Despite this recent upward momentum, the WisdomTree AIVL fund, which prioritizes US value stocks by distinguishing true value from potential traps, likely re-evaluated FTV given its PER of 33.49 and PBR of 2.72. The AI's model, using fundamental analysis, would note the company's -23.36% revenue growth and 7.39% ROE, potentially flagging these metrics as inconsistent with a compelling value proposition at its current valuation. Consequently, AIVL reduced its FTV weight from 2.8087% to 2.7005% between June 8th and June 11th, suggesting the AI's assessment shifted away from FTV qualifying as a genuine value opportunity within its portfolio universe.
weight 2.824% → 2.700% (-0.123 pp)·stock down 0.7% in the 30 days before
Jun 11·entry $59.84·now $60.99
+1.92%
since Jun 11
AIVL · Weight decrease · 2d
FTV’s financial summary reveals a PER of 33.49 and PBR of 2.72, coupled with a negative revenue growth of -23.36% and an ROE of 7.39%. These metrics suggest a potential misalignment with AIVL's strategy, which uses AI to distinguish genuine value from value traps within a US value-factor pool, assessing fundamentals and valuation. Given AIVL’s focus on metrics like return on capital, FTV's high P/E ratio relative to its declining revenue and moderate return on equity likely weighed negatively. The fund’s weight in FTV decreased consecutively from 2.8236% on June 8th to 2.7639% on June 10th. This reduction in allocation coincided with a period when FTV experienced a -2.7% return over the past 30 days, placing it at $60.06, or 82% of its 52-week high. Consequently, as the stock approached a lower price point, its underlying fundamental and valuation scores, analyzed by WisdomTree’s AI, likely indicated it was a value trap, prompting a reduced allocation within AIVL's portfolio.
weight 2.824% → 2.764% (-0.060 pp)·stock down 0.4% in the 30 days before
Jun 10·entry $60.06·now $60.99
+1.55%
since Jun 10
AIVL · Weight increase · 3d
weight 2.681% → 2.824% (+0.142 pp)·stock up 1.5% in the 30 days before
Jun 5·entry $61.28·now $60.99Fresh
-0.47%
since Jun 5
AIVL · Weight increase · 2d
weight 2.681% → 2.794% (+0.113 pp)·stock up 1.3% in the 30 days before
Jun 4·entry $61.47·now $60.99Fresh
-0.78%
since Jun 4
AIVL · Weight decrease · 2d
The AI ETF likely initiated the consecutive weight decrease in FTV due to the severe -23.36% revenue growth, a critical indicator of deteriorating fundamentals that an algorithm would prioritize. This serves as a reminder for retail investors to consistently scrutinize core growth metrics, as AI funds will swiftly reduce exposure to companies with significant top-line contraction.
weight 2.778% → 2.716% (-0.062 pp)·stock down 0.8% in the 30 days before
May 14·entry $58.92·now $60.99
+3.51%
since May 14
AIVL · Weight decrease · 2d
The AI ETF likely initiated a consecutive weight decrease for FTV due to its concerning -23.36% revenue growth and high 33.6 P/E ratio, indicating deteriorating fundamentals and an overvalued stock. This highlights for retail investors the critical need to thoroughly examine a company's financial health, particularly growth metrics, even for stocks in favored sectors, to avoid investing in fundamentally weak positions.
weight 2.828% → 2.776% (-0.053 pp)·stock up 3.3% in the 30 days before
May 11·entry $60.31·now $60.99
+1.13%
since May 11
AIVL · Weight increase · 2d
The AI ETF likely increased Fortive's weight based on short-term momentum or proprietary quantitative signals, as the company's negative revenue growth and high PER suggest traditional fundamental valuation was not the primary driver for a sustained conviction. This illustrates that AI funds often operate on principles distinct from conventional fundamental analysis, emphasizing short-term market dynamics or alternative data points. For retail investors, this means exercising caution and understanding an AI's specific strategy before interpreting its portfolio adjustments as a validation of a stock with otherwise weak reported fundamentals.
weight 2.753% → 2.816% (+0.063 pp)·stock up 7.0% in the 30 days before
May 5·entry $60.69·now $60.99Fresh
+0.49%
since May 5
AIVL · Weight decrease · 2d
The AI ETF likely initiated a consecutive weight decrease for Fortive due to its alarming -23.36% revenue growth, signaling deteriorating fundamental performance and potential overvaluation given its high P/E and low ROE. For retail investors, this serves as a critical reminder to carefully scrutinize companies exhibiting significant negative revenue growth, as AI algorithms prioritize core financial health and quickly shed holdings with adverse fundamental shifts.
weight 2.934% → 2.753% (-0.181 pp)·stock up 5.6% in the 30 days before
May 1·entry $59.03·now $60.99
+3.32%
since May 1
AIVL · Accumulation · 3d
The AI ETF's gradual accumulation of FTV, despite recent negative revenue growth and a high PER, suggests its algorithm is likely identifying strong forward-looking catalysts or qualitative strengths not immediately apparent in historical financials. This could indicate an anticipated turnaround, a strong competitive moat, or a perceived undervaluation based on proprietary models or alternative data. For retail investors, this highlights the importance of looking beyond simple backward-looking metrics and researching a company's future prospects, market position, and management strategy, rather than dismissing a stock solely on headline numbers.
weight 2.874% → 2.934% (+0.059 pp)·stock up 15.2% in the 30 days before
Apr 29·entry $61.75·now $60.99Fresh
-1.23%
since Apr 29
AIVL · Weight increase · 2d
The AI ETF likely increased FTV's weighting, despite concerning negative revenue growth and low ROE, by interpreting short-term market dynamics or specific forward-looking data points suggesting an imminent positive price movement or turnaround. Retail investors should recognize that AI fund actions can be driven by signals beyond conventional fundamental analysis, making it essential to conduct independent research rather than solely relying on observed ETF rebalances, particularly when a company's core financial health appears challenged.
weight 2.874% → 2.925% (+0.051 pp)·stock up 14.6% in the 30 days before
Apr 28·entry $61.77·now $60.99Fresh
-1.26%
since Apr 28
QRFT · New entry · 1d
weight 0 → 0.050% (new)·stock up 1.9% in the 30 days before
Jun 2·entry $60.16·now $60.99Fresh
+1.38%
since Jun 2
AIEQ · Exit · 1d
The AI ETF likely divested FTV due to its severe revenue decline of -23.36%, which sharply contradicted its high P/E ratio of 33.42, indicating a fundamental mismatch. For retail investors, this emphasizes the importance of promptly reacting to deteriorating core financial metrics, even for recently acquired positions, particularly when a stock carries a premium valuation.
weight 0.510% → 0 (exited)·stock up 5.6% in the 30 days before
May 3·entry $60.08·now $60.99
+1.51%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 1
The AI ETF AIVL is actively increasing its weight in Fortive, suggesting a bullish outlook for the company. This accumulating trend contrasts sharply with the framework's 'Fail' verdict, which identifies significant concerns regarding financial health and a lack of a margin of safety at current valuation multiples. The AI's decision likely stems from different quantitative factors or short-term catalysts not captured by this long-term value investing analysis.
- Circle of CompetenceFortive's portfolio of industrial technology and instrument businesses serves critical functions, suggesting unit economics stable enough for reasonable ten-year cash flow projections despite recent revenue fluctuations.
- Economic MoatFortive's specialized industrial technology and instrument segments likely benefit from high customer switching costs, strong brand reputation in critical applications, and proprietary technology, forming a durable economic moat.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or alignment of interests with shareholders.
- Financial HealthThe current Return on Equity (ROE) of 6.9% falls significantly below the required 10-year average of 15% with no single year below 10%, indicating a failure in financial health according to the framework.
- Margin of SafetyWith a high Price/Earnings ratio of 32.96 and an Enterprise Value/EBITDA of 22.41, coupled with a low Return on Equity of 6.9% and negative revenue growth, the current price does not offer a defensible margin of safety.
Fortive Corporation's analysis under a value investing framework results in a 'Fail' verdict, primarily driven by its current weak financial health metrics and the absence of a margin of safety at its present valuation. While the company appears to operate within the analyst's circle of competence and possesses identifiable economic moats, its low Return on Equity and high valuation multiples pose significant challenges. The lack of comprehensive management data also prevents a full assessment of leadership quality and capital allocation.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.