Barnes Group Stock Buy Hold or Sell Recommendation

B Stock  USD 36.44  0.13  0.36%   
Taking into account the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Barnes Group is 'Buy'. Macroaxis provides Barnes buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Barnes positions. The advice algorithm takes into account all of Barnes' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
31.5
Target Price
26
Hype Value
36.57
Market Value
36.44
Naive Value
37.87
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Barnes Group given historical horizon and risk tolerance towards Barnes. When Macroaxis issues a 'buy' or 'sell' recommendation for Barnes Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Barnes Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Barnes and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Barnes Group. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics.

Execute Barnes Buy or Sell Advice

The Barnes recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Barnes Group. Macroaxis does not own or have any residual interests in Barnes Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Barnes' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell BarnesBuy Barnes
Buy

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Hyperactively responds to market trendsDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Barnes Group has a Risk Adjusted Performance of 0.1354, Jensen Alpha of 0.0875, Total Risk Alpha of (0.02), Sortino Ratio of 0.1344 and Treynor Ratio of 0.1707
Barnes advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Barnes is not overpriced, please confirm all Barnes Group fundamentals, including its revenue, cash and equivalents, and the relationship between the price to book and ebitda . Given that Barnes Group has a price to book of 1.36 X, we suggest you to validate Barnes Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Barnes Trading Alerts and Improvement Suggestions

Over 93.0% of the company shares are held by institutions such as insurance companies
On 8th of March 2024 Barnes paid $ 0.16 per share dividend to its current shareholders
Latest headline from news.google.com: Equities Analysts Set Expectations for Barnes Group Inc.s Q2 2025 Earnings - MarketBeat

Barnes Returns Distribution Density

The distribution of Barnes' historical returns is an attempt to chart the uncertainty of Barnes' future price movements. The chart of the probability distribution of Barnes stock daily returns describes the distribution of returns around its average expected value. We use Barnes Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Barnes returns is essential to provide solid investment advice for Barnes.
Mean Return
0.39
Value At Risk
-2.77
Potential Upside
3.26
Standard Deviation
1.94
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Barnes historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Barnes Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Barnes is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Barnes Group backward and forwards among themselves. Barnes' institutional investor refers to the entity that pools money to purchase Barnes' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Mason Capital Management Llc2023-12-31
961.4 K
Morgan Stanley - Brokerage Accounts2023-12-31
838.1 K
Thrivent Financial For Lutherans2023-12-31
798 K
Charles Schwab Investment Management Inc2023-12-31
771.6 K
Palisade Capital Management Llc2023-12-31
708 K
Northern Trust Corp2023-12-31
697.9 K
Kennedy Capital Management Inc2023-12-31
681.1 K
Geneva Capital Management2023-12-31
642.3 K
Patriot Financial Group Insurance Agency, Llc2023-12-31
494.5 K
Blackrock Inc2023-12-31
M
Vanguard Group Inc2023-12-31
5.5 M
Note, although Barnes' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Barnes Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory11.5M2.1M(7.4M)(48.6M)622K653.1K
Change In Cash(6.9M)(2.3M)11.4M(35.1M)10.8M11.4M
Free Cash Flow195.0M174.8M133.7M40.5M56.7M72.3M
Depreciation99.1M87.7M91.1M92.2M125.8M132.1M
Other Non Cash Items2.7M5.4M(643K)(2.6B)4.9M5.1M
Dividends Paid32.2M32.5M32.4M32.4M32.4M22.4M
Capital Expenditures53.3M40.7M34.1M35.1M55.7M39.7M
Net Income158.4M63.4M99.9M13.5M16.0M15.2M
End Period Cash Flow93.8M91.5M102.9M76.9M89.8M54.1M
Change Receivables29.2M107.4M(18.8M)(39.5M)(45.4M)(43.1M)
Net Borrowings(99.4M)(174.2M)(67.4M)(11.5M)(10.3M)(9.8M)
Change To Netincome7.1M11.0M9.8M82.8M95.2M100.0M
Investments(62.2M)(4.2M)(29.8M)(36.0M)(762.4M)(724.3M)

Barnes Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Barnes or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Barnes' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Barnes stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.09
β
Beta against NYSE Composite2.25
σ
Overall volatility
1.91
Ir
Information ratio 0.13

Barnes Volatility Alert

Barnes Group has relatively low volatility with skewness of -0.24 and kurtosis of 0.4. However, we advise all investors to independently investigate Barnes Group to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Barnes' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Barnes' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Barnes Fundamentals Vs Peers

Comparing Barnes' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Barnes' direct or indirect competition across all of the common fundamentals between Barnes and the related equities. This way, we can detect undervalued stocks with similar characteristics as Barnes or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Barnes' fundamental indicators could also be used in its relative valuation, which is a method of valuing Barnes by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Barnes to competition
FundamentalsBarnesPeer Average
Return On Equity0.0118-0.31
Return On Asset0.0371-0.14
Profit Margin0.01 %(1.27) %
Operating Margin0.1 %(5.51) %
Current Valuation3.07 B16.62 B
Shares Outstanding50.7 M571.82 M
Shares Owned By Insiders5.65 %10.09 %
Shares Owned By Institutions92.64 %39.21 %
Number Of Shares Shorted1.09 M4.71 M
Price To Earning38.21 X28.72 X
Price To Book1.36 X9.51 X
Price To Sales1.28 X11.42 X
Revenue1.45 B9.43 B
Gross Profit425.06 M27.38 B
EBITDA228.57 M3.9 B
Net Income16 M570.98 M
Cash And Equivalents76.86 M2.7 B
Cash Per Share1.43 X5.01 X
Total Debt1.34 B5.32 B
Debt To Equity0.44 %48.70 %
Current Ratio2.42 X2.16 X
Book Value Per Share26.88 X1.93 K
Cash Flow From Operations112.42 M971.22 M
Short Ratio3.29 X4.00 X
Earnings Per Share0.31 X3.12 X
Price To Earnings To Growth2.15 X4.89 X
Target Price37.33
Number Of Employees6.5 K18.84 K
Beta1.37-0.15
Market Capitalization1.85 B19.03 B
Total Asset3.31 B29.47 B
Retained Earnings1.55 B9.33 B
Working Capital510.11 M1.48 B
Note: Acquisition by Mylle Mangum of tradable shares of Barnes at 38.2655 subject to Rule 16b-3 [view details]

Barnes Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Barnes . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Barnes Buy or Sell Advice

When is the right time to buy or sell Barnes Group? Buying financial instruments such as Barnes Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total603.7M571.1M1.3B1.4B
Total Assets2.6B2.4B3.3B3.5B

Use Investing Ideas to Build Portfolios

In addition to having Barnes in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Almost Nothing Thematic Idea Now

Almost Nothing
Almost Nothing Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Almost Nothing theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Almost Nothing Theme or any other thematic opportunities.
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When determining whether Barnes Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Barnes' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Barnes Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Barnes Group Stock:
Check out Barnes Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Barnes Group information on this page should be used as a complementary analysis to other Barnes' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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When running Barnes' price analysis, check to measure Barnes' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Barnes is operating at the current time. Most of Barnes' value examination focuses on studying past and present price action to predict the probability of Barnes' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barnes' price. Additionally, you may evaluate how the addition of Barnes to your portfolios can decrease your overall portfolio volatility.
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Is Barnes' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Barnes. If investors know Barnes will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Barnes listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.53)
Dividend Share
0.64
Earnings Share
0.31
Revenue Per Share
28.419
Quarterly Revenue Growth
0.326
The market value of Barnes Group is measured differently than its book value, which is the value of Barnes that is recorded on the company's balance sheet. Investors also form their own opinion of Barnes' value that differs from its market value or its book value, called intrinsic value, which is Barnes' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Barnes' market value can be influenced by many factors that don't directly affect Barnes' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Barnes' value and its price as these two are different measures arrived at by different means. Investors typically determine if Barnes is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barnes' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.