Genie Energy Stock Buy Hold or Sell Recommendation
| GNE Stock | USD 15.84 0.32 1.98% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Genie Energy is 'Strong Hold'. Macroaxis provides Genie Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GNE positions. The advice algorithm takes into account all of Genie Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Genie Energy's buy or sell advice are summarized below:
Real Value 12.1 | Target Price 7.5 | Hype Value 16.24 | Market Value 15.84 | Naive Value 16.24 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Genie Energy given historical horizon and risk tolerance towards Genie Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Genie Energy, the advice is generated through an automated system that utilizes algorithms and statistical models.
Genie |
Execute Genie Energy Buy or Sell Advice
The Genie recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Genie Energy. Macroaxis does not own or have any residual interests in Genie Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Genie Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Genie Energy Trading Alerts and Improvement Suggestions
| Genie Energy generated a negative expected return over the last 90 days | |
| Genie Energy is unlikely to experience financial distress in the next 2 years | |
| Genie Energy has a strong financial position based on the latest SEC filings | |
| About 22.0% of the company shares are held by company insiders | |
| On 28th of February 2024 Genie Energy paid $ 0.075 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 110000 shares by Howard Jonas of Genie Energy subject to Rule 16b-3 |
Genie Energy Returns Distribution Density
The distribution of Genie Energy's historical returns is an attempt to chart the uncertainty of Genie Energy's future price movements. The chart of the probability distribution of Genie Energy daily returns describes the distribution of returns around its average expected value. We use Genie Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Genie Energy returns is essential to provide solid investment advice for Genie Energy.
| Mean Return | -0.25 | Value At Risk | -3.47 | Potential Upside | 3.40 | Standard Deviation | 2.46 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Genie Energy 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.
Genie Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Genie Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Genie Energy backward and forwards among themselves. Genie Energy's institutional investor refers to the entity that pools money to purchase Genie Energy's 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 | Significant Wealth Partners Llc | 2023-12-31 | 171.1 K | Alliancebernstein L.p. | 2023-12-31 | 170.1 K | Old West Investment Management, Llc | 2023-12-31 | 160.6 K | Goldman Sachs Group Inc | 2023-12-31 | 138.7 K | Federated Hermes Inc | 2023-12-31 | 126.3 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 94.8 K | Charles Schwab Investment Management Inc | 2023-12-31 | 79.1 K | Nuveen Asset Management, Llc | 2023-12-31 | 69.4 K | First Trust Advisors L.p. | 2023-12-31 | 59.7 K | Blackrock Inc | 2023-12-31 | 1.5 M | Vanguard Group Inc | 2023-12-31 | 1.2 M |
Genie Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (6.7M) | (298K) | (790K) | 2.0M | (8.7M) | (8.3M) | |
| Change In Cash | (5.6M) | 4.6M | 64.0M | 4.4M | 13.5M | 14.1M | |
| Free Cash Flow | 15.3M | 23.0M | 66.9M | 79.7M | 53.5M | 56.1M | |
| Depreciation | 3.6M | 3.5M | 1.3M | 385K | 463K | 439.9K | |
| Other Non Cash Items | 5.9M | 141K | 47.7M | 19.7M | 61.9M | 65.0M | |
| Capital Expenditures | 404K | 167K | 126K | 1.0M | 9.0M | 4.7M | |
| Net Income | 1.4M | 15.6M | 23.9M | 56.5M | 13.1M | 13.8M | |
| End Period Cash Flow | 38.6M | 43.2M | 102.1M | 104.6M | 118.1M | 59.5M | |
| Investments | (3.1M) | (3.0M) | (1.8M) | (4.2M) | 13.6M | 14.3M | |
| Change Receivables | (12.0M) | (6.7M) | (7.5M) | (16.3M) | (14.7M) | (14.0M) | |
| Dividends Paid | 9.6M | 10.1M | 1.5M | 9.2M | 8.9M | 7.1M | |
| Change To Netincome | 5.6M | 11.7M | 45.1M | 7.4M | 8.5M | 15.9M | |
| Net Borrowings | 11.8M | (10K) | (1.4M) | (2.9M) | (2.6M) | (2.5M) |
Genie Energy 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 Genie Energy or Electric Utilities 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 Genie Energy's 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 Genie 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 | -0.34 | |
β | Beta against NYSE Composite | 1.01 | |
σ | Overall volatility | 2.40 | |
Ir | Information ratio | -0.14 |
Genie Energy Volatility Alert
Genie Energy exhibits very low volatility with skewness of -1.19 and kurtosis of 3.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Genie Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Genie Energy's 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 financial instruments as prices fall.Genie Energy Fundamentals Vs Peers
Comparing Genie Energy's 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 Genie Energy's direct or indirect competition across all of the common fundamentals between Genie Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Genie Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Genie Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Genie Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Genie Energy to competition |
| Fundamentals | Genie Energy | Peer Average |
| Return On Equity | 0.0775 | -0.31 |
| Return On Asset | 0.12 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.10 % | (5.51) % |
| Current Valuation | 322.02 M | 16.62 B |
| Shares Outstanding | 25.81 M | 571.82 M |
| Shares Owned By Insiders | 21.65 % | 10.09 % |
| Shares Owned By Institutions | 35.29 % | 39.21 % |
| Number Of Shares Shorted | 780.27 K | 4.71 M |
| Price To Earning | 22.11 X | 28.72 X |
| Price To Book | 2.13 X | 9.51 X |
| Price To Sales | 0.98 X | 11.42 X |
| Revenue | 428.71 M | 9.43 B |
| Gross Profit | 154.78 M | 27.38 B |
| EBITDA | 39.36 M | 3.9 B |
| Net Income | 13.13 M | 570.98 M |
| Cash And Equivalents | 98.57 M | 2.7 B |
| Cash Per Share | 2.38 X | 5.01 X |
| Total Debt | 2.26 M | 5.32 B |
| Debt To Equity | 0.01 % | 48.70 % |
| Current Ratio | 2.67 X | 2.16 X |
| Book Value Per Share | 7.19 X | 1.93 K |
| Cash Flow From Operations | 62.48 M | 971.22 M |
| Short Ratio | 3.98 X | 4.00 X |
| Earnings Per Share | 0.49 X | 3.12 X |
| Target Price | 7.5 | |
| Number Of Employees | 198 | 18.84 K |
| Beta | 0.18 | -0.15 |
| Market Capitalization | 442.52 M | 19.03 B |
| Total Asset | 330.56 M | 29.47 B |
| Retained Earnings | 60.2 M | 9.33 B |
| Working Capital | 131.58 M | 1.48 B |
| Current Asset | 114.62 M | 9.34 B |
Note: Disposition of 110000 shares by Howard Jonas of Genie Energy subject to Rule 16b-3 [view details]
Genie Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Genie . 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.
| Accumulation Distribution | 3177.11 | |||
| Daily Balance Of Power | (0.76) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 16.04 | |||
| Day Typical Price | 15.97 | |||
| Price Action Indicator | (0.36) | |||
| Period Momentum Indicator | (0.32) | |||
| Relative Strength Index | 5.68 |
About Genie Energy Buy or Sell Advice
When is the right time to buy or sell Genie Energy? Buying financial instruments such as Genie 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) | Other Current Liabilities | 80.7M | 67.8M | 64.5M | 67.7M | Total Assets | 229.0M | 277.6M | 330.6M | 173.8M |
Use Investing Ideas to Build Portfolios
In addition to having Genie Energy 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?
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Check out Genie Energy 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. For information on how to trade Genie Stock refer to our How to Trade Genie Stock guide.You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Complementary Tools for Genie Stock analysis
When running Genie Energy's price analysis, check to measure Genie Energy's 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 Genie Energy is operating at the current time. Most of Genie Energy's value examination focuses on studying past and present price action to predict the probability of Genie Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Genie Energy's price. Additionally, you may evaluate how the addition of Genie Energy to your portfolios can decrease your overall portfolio volatility.
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Is Genie Energy's 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 Genie Energy. If investors know Genie 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 Genie Energy 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 (0.24) | Dividend Share 0.3 | Earnings Share 0.49 | Revenue Per Share 16.777 | Quarterly Revenue Growth 0.289 |
The market value of Genie Energy is measured differently than its book value, which is the value of Genie that is recorded on the company's balance sheet. Investors also form their own opinion of Genie Energy's value that differs from its market value or its book value, called intrinsic value, which is Genie Energy's 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 Genie Energy's market value can be influenced by many factors that don't directly affect Genie Energy's 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 Genie Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Genie Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Genie Energy's 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.