Adams Resources Five Year Return vs. Beta
| AE Stock | USD 29.32 0.20 0.68% |
For Adams Resources profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Adams Resources to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Adams Resources Energy utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Adams Resources's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Adams Resources Energy over time as well as its relative position and ranking within its peers.
Adams |
Is Adams Resources' 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 Adams Resources. If investors know Adams 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 Adams Resources 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 0.763 | Dividend Share 0.96 | Earnings Share 0.08 | Revenue Per Share 1.1 K | Quarterly Revenue Growth (0.05) |
The market value of Adams Resources Energy is measured differently than its book value, which is the value of Adams that is recorded on the company's balance sheet. Investors also form their own opinion of Adams Resources' value that differs from its market value or its book value, called intrinsic value, which is Adams Resources' 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 Adams Resources' market value can be influenced by many factors that don't directly affect Adams Resources' 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 Adams Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Adams Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adams Resources' 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.
Adams Resources Energy Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Adams Resources's current stock value. Our valuation model uses many indicators to compare Adams Resources value to that of its competitors to determine the firm's financial worth. Adams Resources Energy is rated fourth in five year return category among related companies. It is rated fourth in beta category among related companies . Comparative valuation analysis is a catch-all model that can be used if you cannot value Adams Resources by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Adams Resources' Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Adams Resources' earnings, one of the primary drivers of an investment's value.Adams Beta vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Adams Resources |
| = | 2.95 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Adams Resources |
| = | 0.84 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Adams Beta Comparison
Adams Resources is currently under evaluation in beta category among related companies.
Beta Analysis
As returns on the market increase, Adams Resources' returns are expected to increase less than the market. However, during the bear market, the loss of holding Adams Resources is expected to be smaller as well.
Adams Resources Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Adams Resources, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Adams Resources will eventually generate negative long term returns. The profitability progress is the general direction of Adams Resources' change in net profit over the period of time. It can combine multiple indicators of Adams Resources, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -85.7 M | -90 M | |
| Operating Income | 2.4 M | 2.3 M | |
| Income Before Tax | 486 K | 461.7 K | |
| Total Other Income Expense Net | -1.9 M | -1.8 M | |
| Net Income | 212 K | 201.4 K | |
| Income Tax Expense | 274 K | 260.3 K | |
| Net Income Applicable To Common Shares | 3.1 M | 3 M | |
| Net Loss | -6.2 M | -5.9 M | |
| Non Operating Income Net Other | 1.1 M | 1.1 M | |
| Interest Income | 1.1 M | 852.8 K | |
| Net Interest Income | -2.3 M | -2.2 M | |
| Change To Netincome | -1.2 M | -1.1 M | |
| Net Income Per Share | 0.08 | 0.08 | |
| Income Quality | 142.81 | 149.95 | |
| Net Income Per E B T | 0.44 | 0.76 |
Adams Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Adams Resources. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Adams Resources position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Adams Resources' important profitability drivers and their relationship over time.
Use Adams Resources in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Resources position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Resources will appreciate offsetting losses from the drop in the long position's value.Adams Resources Pair Trading
Adams Resources Energy Pair Trading Analysis
The ability to find closely correlated positions to Adams Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Resources Energy to buy it.
The correlation of Adams Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Resources Energy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Adams Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Adams Resources position
In addition to having Adams Resources 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 Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 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 Trading Theme or any other thematic opportunities.
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Check out Trending Equities. Note that the Adams Resources Energy information on this page should be used as a complementary analysis to other Adams Resources' 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Complementary Tools for Adams Stock analysis
When running Adams Resources' price analysis, check to measure Adams Resources' 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 Adams Resources is operating at the current time. Most of Adams Resources' value examination focuses on studying past and present price action to predict the probability of Adams Resources' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Adams Resources' price. Additionally, you may evaluate how the addition of Adams Resources to your portfolios can decrease your overall portfolio volatility.
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To fully project Adams Resources' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Adams Resources Energy at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Adams Resources' income statement, its balance sheet, and the statement of cash flows.