Sterling Capital Real Estate Fund Institutional Class (STMDX)
ValueMarkers Composite Index
DCF data not available
Sterling Capital Real Estate Fund Institutional Class (STMDX) — VMCI valuation read
Sterling Capital Real Estate Fund Institutional Class sits at VMCI 32/100, with the Real Estate sector median at 50. That 18-point spread is the first thing to note on STMDX: it tells the reader the composite is unfavorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on STMDX are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on STMDX: STMDX trades at 22.0x earnings, 22% above the Real Estate median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Real Estate median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 0.4x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.
STMDX fell 0.2% over the trailing 7 days, with a -8.4% read on a 30-day basis.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").
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Key metrics explained
Definitions, formulas, and how ValueMarkers calculates each indicator used in STMDX’s VM Score.
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