Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.11, read 2026-11-01
Ethical does not pass the values gate
Price30.60 USD
Fair value38.12
Ethical score10.0/100
Value readUndervaluedas of 5 Nov 2026
Our investment reviews on this name
2026-10-26Read Markup24.16+26.7% to today ✓Distribution gives way to Markup after a 16% rise in 3 weeks
2026-10-02Read Distribution20.85+46.8% to today Markup gives way to Distribution after a 21% slide in 13 weeks
2026-07-02Read Markup26.28+16.4% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Gen Digital holds its Markup at $30.60. Consolidating, no directional conviction, held for 1 days.
As held on the ledger · 2026-11-05
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 1 days
Price at the screen
$30.60
Valuation
14.79 trailing · 8.77 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.26
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
53.66%
Below 33%
Interest-bearing debt is 53.7% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.70%
Below 33%
Cash held in interest-bearing accounts and securities is 0.7% of assets, under the one-third limit.
Pass
Receivables
7.60%
Below 49%
Money owed to the company is 7.6% of assets, under the 49% limit.
Pass
Revenue purity
0.71%
Below 5%
Only 0.7% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Gen Digital's business is in a permissible area, but its interest-bearing debt is about 54% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 5 Nov 2026: it trades at roughly a 20% discount to our $38.12 fair value, moderate competitive moat, 12.20% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 19.7% discount to the base estimate.
Where our models see it going: fair-value estimate $38.12, with a range of $38.12 to $61.20, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Cyber safety name trips on ethical debt
Every time a laptop gets protected from ransomware or a family shields its photos online, Gen Digital collects the fee. The business looks solid on paper with 27% revenue growth, 19% profit margins and 40% ROE, yet we pass. The ethical screen flags excessive debt and that single failure overrides the rest.
Forward earnings sit at just 8.1 times and our model shows a 26% margin of safety to fair value, but the debt ratio knocks it out before valuation even matters. Analyst targets cluster near the current price anyway, so the cheap multiple brings little extra comfort.
High returns on equity can mask leverage that leaves little room when credit conditions tighten. We keep the screen strict for exactly these cases.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
GEN trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-04Markup$29.71+23.0%Entry 16
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 23.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32.
2026-10-28Markup$24.16+0.0%Entry 15
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $31. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markup$24.16+0.0%Entry 14
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $31. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markup · changed$24.16+0.0%Entry 13
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Distribution$24.16+0.0%Entry 12
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Distribution$24.16+0.0%Entry 11
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Distribution$24.16+0.0%Entry 10
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Distribution$24.16+0.0%Entry 9
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (10 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Distribution$24.16+1.5%Entry 8
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 1.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 2% above its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (9 analysts) rates it buy, with a mean price target of $32. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-16Distribution$23.81+14.2%Entry 7
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 14.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 14%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (9 analysts) rates it buy, with a mean price target of $32.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
