(BYRE) Principal Exchange-Traded - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US74255Y7224

Equity, U.S., Real Estate, ETF, Securities

Description: BYRE Principal Exchange-Traded

The Principal Real Estate Active Opportunities ETF (NYSE ARCA:BYRE) is an actively managed exchange-traded fund that focuses on the real estate sector, investing at least 80% of its net assets in equity securities of U.S. companies, with a particular emphasis on small-cap entities. This non-diversified fund seeks to capitalize on opportunities within the real estate industry.

By concentrating on U.S. companies, the fund is likely to be influenced by domestic economic trends, interest rates, and the overall health of the real estate market. The real estate sector is known for its sensitivity to economic cycles, and this funds performance will likely be closely tied to the fortunes of the U.S. property market.

Given the current , the funds price is below its 20-day and 200-day simple moving averages (SMA20 and SMA200), indicating a potential short-term bearish trend. However, the 50-day simple moving average (SMA50) is very close to the current price, suggesting a possible stabilization or a slight uptrend if it breaks above this level. The Average True Range (ATR) indicates moderate volatility.

Combining the with , we can infer that the funds relatively small Assets Under Management (AUM) of $14.85M USD may result in higher trading costs and potentially greater volatility due to liquidity concerns. However, this also allows for more agile management and the ability to quickly adapt to market changes.

Forecasting the funds performance, if the real estate sector continues to grow and the funds management can effectively navigate the market, breaking above the SMA20 at $25.30 could be a significant bullish signal, potentially driving the price towards the 52-week high of $26.78. Conversely, failure to break above the SMA20 and a drop below the SMA50 could signal a further decline towards the 52-week low of $21.79. The key factors to watch will be the overall direction of the U.S. real estate market, interest rate changes, and the funds ability to manage its investments effectively.

BYRE ETF Overview

Market Cap in USD 16m
Category Real Estate
TER 0.65%
IPO / Inception 2022-05-18

BYRE ETF Ratings

Growth Rating 6.77
Fundamental -
Dividend Rating 53.8
Rel. Strength -0.21
Analysts -
Fair Price Momentum 23.25 USD
Fair Price DCF -

BYRE Dividends

Dividend Yield 12m 2.52%
Yield on Cost 5y 2.73%
Annual Growth 5y 10.87%
Payout Consistency 96.3%
Payout Ratio %

BYRE Growth Ratios

Growth Correlation 3m -3.7%
Growth Correlation 12m -24.2%
Growth Correlation 5y 60.5%
CAGR 5y 2.31%
CAGR/Max DD 5y 0.09
Sharpe Ratio 12m -0.13
Alpha -9.77
Beta 0.403
Volatility 16.32%
Current Volume 5k
Average Volume 20d 3.7k
Stop Loss 24 (-3.3%)
Signal 1.47

What is the price of BYRE shares?

As of August 15, 2025, the stock is trading at USD 24.82 with a total of 5,024 shares traded.
Over the past week, the price has changed by -0.77%, over one month by -2.74%, over three months by +0.33% and over the past year by +0.83%.

Is Principal Exchange-Traded a good stock to buy?

Neither. Based on ValueRay´s Analyses, Principal Exchange-Traded is currently (August 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 6.77 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BYRE is around 23.25 USD . This means that BYRE is currently overvalued and has a potential downside of -6.33%.

Is BYRE a buy, sell or hold?

Principal Exchange-Traded has no consensus analysts rating.

What are the forecasts/targets for the BYRE price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 25.7 3.5%

Last update: 2025-08-05 04:33

BYRE Fundamental Data Overview

Market Cap USD = 16.0m (16.0m USD * 1.0 USD.USD)
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.08
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 16.0m USD (16.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 16.0m)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 16.0m / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(16.0m)/V(0.0) * Re(7.50%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 7.50% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for BYRE ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle