AIEQ · Exit · 1d
weight 0.060% → 0 (exited)·stock up 34.7% in the 30 days before
May 30·entry $27.76·now $23.94
-13.76%
since May 30
GEN
GrowthGEN DIGITAL INC
Gen Digital Inc. engages in the provision of cyber safety solutions for individuals, families, and small businesses. It offers security and performance management, identity protection, and online privacy, as well as technology platform. The company offers its products under the Norton, Avast, LifeLock, MoneyLion, Avira, AVG, and CCleaner brands.
Close · 3M
-0.21%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
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 signals1
Win rate100% (1/1)
Avg buy return+21.96%
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 3.5% in the 30 days before
May 3·entry $19.63·now $23.94Chased
+21.96%
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 4
The AI ETF AIEQ has recently initiated a position in GEN DIGITAL, indicating a positive outlook from the algorithm. This contrasts with the framework's 'Fail' verdict, which is primarily due to the unavailability of crucial data points required for a comprehensive value-investing assessment, particularly regarding management and financial health.
- Circle of CompetenceThe subscription-based nature of systems software for digital protection typically offers predictable revenue streams and unit economics, allowing for reasonable projection of ten-year cash flows.
- Economic MoatGEN DIGITAL benefits from strong brand recognition in the consumer cybersecurity space and moderate switching costs, which together create a durable economic moat protecting its earning power.
- ManagementInsufficient information is provided to assess management's candor, capital allocation discipline, or skin in the game according to the framework's criteria.
- Financial HealthWhile the most recent ROE of 25.6% is strong, there is insufficient data on 10-year ROE stability, operating margins, manageable debt, and owner earnings to fully assess financial health.
- Margin of SafetyWithout detailed financial statements and cash flow projections, it is impossible to perform a conservative intrinsic value estimate and determine if a margin of safety exists.
GEN DIGITAL appears to operate within a predictable industry and possesses a durable economic moat. However, the evaluation could not proceed to a 'Pass' verdict due to a lack of sufficient data on management quality, detailed financial health, and a quantifiable margin of safety. While initial indications like the strong ROE are positive, the absence of comprehensive information for critical stages prevents a full endorsement by this value-investing framework.
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.