Potbelly Buy Hold or Sell Recommendation

PBPB -- USA Stock  

USD 13.01  0.28  2.11%

Given the investment horizon of 30 days, and your above average risk tolerance our recommendation regarding Potbelly Corporation is 'Strong Buy'. 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

Execute Advice
Sell PotbellyBuy Potbelly
Strong Buy


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon Potbelly Corporation has a risk adjusted performance of 0.1386, jensen alpha of 0.2267, total risk alpha of 0.4967, sortino ratio of 0.342 and treynor ratio of 1.67
This buy or sell recommendations tool can be used to cross verify current analyst consensus on Potbelly and to analyze the firm potential to grow in the current economic cycle. To make sure Potbelly is not overpriced, please check all Potbelly fundamentals including its Debt to Equity, Price to Earnings To Growth and the relationship between Net Income and Cash Flow from Operations . Given that Potbelly has Number of Shares Shorted of 2.03 M, 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 Thematic Classifications

Restaurants Hotels Motels IdeaRestaurants Hotels Motels
USA Equities from Restaurants Hotels Motels industry as classified by Fama & French

Potbelly Returns Distribution Density

Mean Return0.21Value At Risk1.56
Potential Upside3.39Standard Deviation1.72
 Return Density 

Institutional Investors

Security TypeSharesValue
Bank Of MontrealCommon Shares19.5 K240 K
Atria Investments LlcCommon Shares13.9 K171 K
North Star Investment Management CorpCommon Shares1.1 K14 K
Morgan StanleyCommon Shares2.4 M30.8 M
Renaissance Technologies LlcCommon Shares2.1 M27.6 M
Blackrock IncCommon Shares1.8 M22.9 M
Dimensional Fund Advisors LpCommon Shares1.4 M18.5 M

Potbelly Greeks

Alpha over DOW
Beta against DOW=0.12
Overall volatility
Information ratio =0.23

Potbelly Volatility Alert

Potbelly Corporation has relatively low volatility with skewness of 1.42 and kurtosis of 1.89. However, we advise all investors to independently investigate Potbelly Corporation to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
 Better Than Average     
 Worse Than Average Compare Potbelly to competition

Potbelly Fundamental Vs Peers

FundamentalsPotbellyPeer Average
Return On Equity(7.95) % (15.17) %
Return On Asset3.37 % (15.64) %
Profit Margin(2.33) % (5.50) %
Operating Margin2.18 % (10.91) %
Current Valuation283.06 M152.14 B
Shares Outstanding25.46 M1.43 B
Shares Owned by Insiders3.37 % 6.91 %
Shares Owned by Institutions85.13 % 18.37 %
Number of Shares Shorted2.03 M3.24 M
Price to Earning161.88 times40.69 times
Price to Book2.68 times14.44 times
Price to Sales0.73 times17.81 times
Revenue431.54 M9.85 B
Gross Profit129.79 M21.75 B
EBITDA34.15 M1.41 B
Net Income(10.05 M)517.71 M
Cash and Equivalents34.31 M3.89 B
Cash per Share1.35 times5.17 times
Debt to Equity0.01 % 0.72 %
Current Ratio1.85 times3.30 times
Book Value Per Share4.64 times13.64 times
Cash Flow from Operations44.55 M1.25 B
Short Ratio13.24 times2.09 times
Earnings Per Share0.40 times2.30 times
Price to Earnings To Growth1.73 times1.22 times
Number of Employees7.3 K10.67 K
Market Capitalization315.67 M29.78 B
Total Asset174.51 M126.86 B
Retained Earnings(221.25 M)38.24 B
Working Capital24.6 M3.58 B
Current Asset49.78 M36.8 B
Current Liabilities25.18 M33.34 B
   Exercise or conversion by Matthew Revord of 10000 shares of Potbelly subject to Rule 16b-3 [view details]

Potbelly Alerts

Trading Alerts and Improvement Suggestions

The company reported previous year revenue of 431.54 M. Net Loss for the year was (10.05 M) with profit before overhead, payroll, taxes, and interest of 129.79 M.
Over 85.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Potbelly exotic insider transaction detected

Latest Analysts View

Potbelly Current Analysts Recommendations

Target Median Price13.00
Target Mean Price14.00
Recommendation Mean3.00
Target High Price18.00
Number Of Analyst Opinions5
Target Low Price12.00
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. Please also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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