PLBBX Stock: Plumb Balanced Fund Stock Price, Analysis & Insights
Get live PLBBX stock price $39.05, comprehensive Plumb Balanced Fund stock analysis, charts, news, and expert forecast. Real-time PLBBX stock data and investment insights.
Loading chart data...
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Plumb Balanced Fund allocates its capital across a varied portfolio comprising both equity shares and debt instruments. Typically, more than half of its total assets are dedicated to common stocks. Within its equity holdings, the fund aims for br...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 8020 Excelsior Drive
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 34.8)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Plumb Balanced Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Plumb Balanced Fund
- ⚠Investors should consider how Plumb Balanced Fund fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 34.8) requires strong growth to justify
Market Cap
66.84M
P/E Ratio (TTM)
34.76
Beta
0.93
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare PLBBX with peer companies:
- Price
- $17.51
- Market cap
- 71.78M
- Price
- $10.77
- Market cap
- 57.16M
- Price
- $24.26
- Market cap
- 63.27M
- Price
- $62.54
- Market cap
- 54.10M
- Price
- $62.81
- Market cap
- 83.60M
- Price
- $14.63
- Market cap
- 62.21M
- Price
- $39.20
- Market cap
- 78.02M
- Price
- $18.18
- Market cap
- 76.97M
- Price
- $11.89
- Market cap
- 69.58M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.