Potbelly Buy Hold or Sell Recommendation

PBPB -- USA Stock  

USD 5.59  0.13  2.27%

Given the investment horizon of 30 days, and your above average risk tolerance our recommendation regarding Potbelly Corporation is 'Hold'. Macroaxis provides Potbelly buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Potbelly positions. The advice algorithm takes into account all of Potbelly available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Potbelly buy-and-hold prospective. Additionally take a look at Potbelly Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell PotbellyBuy Potbelly
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
For the selected time horizon Potbelly Corporation has a risk adjusted performance of (0.14), jensen alpha of (0.80), total risk alpha of (0.82), sortino ratio of 0.0 and treynor ratio of (1.68)
We provide buy or sell recommendations to complement the recent expert consensus on Potbelly. Our dynamic recommendation engine exercises multi - dimensional algorithm to analyze the firm potential to grow using all technical and fundamental data available at the time. To make sure Potbelly is not overpriced, please check all Potbelly fundamentals including its Total Debt, Earnings Per Share and the relationship between Net Income and Book Value Per Share . Given that Potbelly has Number of Shares Shorted of 2.74M, we recommend you check out Potbelly market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your recent risk tolerance and investing horizon.

Potbelly Trading Alerts and Improvement Suggestions

Potbelly generates negative expected return over the last 30 days
Potbelly has high historical volatility and very poor performance
Potbelly has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
The company currently holds 245.78M in liabilities with Debt to Equity (D/E) ratio of 323.0 indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Potbelly has Current Ratio of 0.61 indicating that it has a negative working capital and may not be able to pay financial obligations when they are due.
The entity reported previous year revenue of 417.81M. Net Loss for the year was (25.12M) with profit before overhead, payroll, taxes, and interest of 123.8M.
Over 80.0% of Potbelly shares are owned by institutional investors

Potbelly current analysts recommendations

Target Median Price8.00
Target Mean Price8.67
Recommendation Mean3.00
Target High Price10.00
Number Of Analyst Opinions3
Target Low Price8.00

Potbelly Returns Distribution Density

Mean Return0.79Value At Risk4.94
Potential Upside3.64Standard Deviation3.86
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Renaissance Technologies LlcCommon Shares2.1 M17.6 M
Blackrock IncCommon Shares1.6 M14 M
Dimensional Fund Advisors LpCommon Shares1.4 M11.8 M
Ancora Advisors LlcCommon Shares1.2 M9.9 M
Vanguard Group IncCommon Shares1.1 M9.7 M
Stephens Investment Management Group LlcCommon Shares965.7 K8.2 M
3g Capital Partners Lp 1Common Shares852.6 K7.3 M

Potbelly Greeks

α
Alpha over DOW
=0.8
β
Beta against DOW=0.48
σ
Overall volatility
=3.94
Ir
Information ratio =0.21

Potbelly Volatility Alert

Potbelly Corporation exhibits very low volatility with skewness of -3.21 and kurtosis of 15.22. However, we advise investors to further study Potbelly Corporation technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Potbelly to competition

Potbelly Fundamental Vs Peers

FundamentalsPotbellyPeer Average
Return On Equity(25.61)% (0.31)%
Return On Asset0.58% (0.14)%
Profit Margin(6.01)% (1.27)%
Operating Margin0.58% (5.51)%
Current Valuation365.98M16.62B
Shares Outstanding23.94M571.82M
Shares Owned by Insiders4.30% 10.09%
Shares Owned by Institutions79.64% 39.21%
Number of Shares Shorted2.74M4.71M
Price to Earning161.88X28.72X
Price to Book1.83X9.51X
Price to Sales0.33X11.42X
Revenue417.81M9.43B
Gross Profit123.8M27.38B
EBITDA25.27M3.9B
Net Income(25.12M)570.98M
Cash and Equivalents13.83M2.7B
Cash per Share0.58X5.01X
Total Debt245.78M5.32B
Debt to Equity323.00% 48.70%
Current Ratio0.62X2.16X
Book Value Per Share3.15X1.93K
Cash Flow from Operations21.95M971.22M
Short Ratio15.09X4.00X
Earnings Per Share(1.01)X3.12X
Price to Earnings To Growth(9.87)X4.89X
Number of Employees7K18.84K
Beta0.96-0.15
Market Capitalization138.15M19.03B
Total Asset174.51M29.47B
Retained Earnings(221.25M)9.33B
Working Capital24.6M1.48B
Current Asset49.78M9.34B
   Acquisition by Maryann Byrdak of 8452 shares of Potbelly subject to Rule 16b-3 [view details]

Potbelly Market Momentum

Search macroaxis.com