Aspen Stock Performance

AZPN
 Stock
  

USD 239.99  0.50  0.21%   

On a scale of 0 to 100, Aspen Technology holds a performance score of 7. The firm shows a Beta (market volatility) of 0.9384, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Aspen's beta means in this case. Aspen Technology returns are very sensitive to returns on the market. As the market goes up or down, Aspen Technology is expected to follow. Although it is vital to follow Aspen Technology historical returns, it is good to be conservative about what you can do with the information regarding equity current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Aspen Technology technical indicators, you can presently evaluate if the expected return of 0.25% will be sustainable into the future. Please makes use of Aspen Technology semi variance, and the relationship between the treynor ratio and daily balance of power to make a quick decision on whether Aspen Technology price patterns will revert.
  
Aspen Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Aspen Technology are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite quite uncertain basic indicators, Aspen Technology disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more

Structure and Payout Changes

Last Split Factor
2:1
Last Split Date
1997-03-03

Aspen Price Channel

Begin Period Cash Flow379853000.00
DescriptionAspen Technology, Inc. provides enterprise asset performance management, asset performance monitoring, and asset optimization solutions worldwide. The companys solutions address complex environments where it is critical to optimize the asset design, operation, and maintenance lifecycle. It offers artificial intelligence of things, aspen hybrid model

Aspen Technology Relative Risk vs. Return Landscape

If you would invest  20,785  in Aspen Technology on September 5, 2022 and sell it today you would earn a total of  3,214  from holding Aspen Technology or generate 15.46% return on investment over 90 days. Aspen Technology is currently generating 0.2508% in daily expected returns and assumes 2.4421% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than Aspen, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Aspen Technology is expected to generate 0.2 times more return on investment than the market. However, the company is 5.12 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.11 per unit of risk.

Aspen Technology Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Aspen Technology's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Aspen Technology, and traders can use it to determine the average amount a Aspen Technology's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1027

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Estimated Market Risk
 2.44
  actual daily
 
 21 %
of total potential
 
2121
Expected Return
 0.25
  actual daily
 
 4 %
of total potential
 
44
Risk-Adjusted Return
 0.1
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average Aspen Technology is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Aspen Technology by adding it to a well-diversified portfolio.

About Aspen Technology Performance

To evaluate Aspen Technology Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Aspen Technology generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Aspen Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Aspen Technology market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Aspen's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-126.9 K-136.9 K
Return on Investment 32.45  32.67 
Return on Average Assets 21.50  21.04 
Return on Average Equity 45.43  46.63 
Return on Invested Capital(0.83) (0.89) 
Return on Sales(0.20) (0.22) 

Things to note about Aspen Technology

Checking the ongoing alerts about Aspen Technology for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Aspen Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Aspen Technology Alerts

Equity Alerts and Improvement Suggestions

About 56.0% of the company shares are held by company insiders
Latest headline from news.google.com: Exercise or conversion by Hammond F G of 2495 shares of Aspen Technology subject to Rule 16b-3
Please continue to Trending Equities. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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Is Aspen Technology'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 Aspen Technology. If investors know Aspen 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 Aspen Technology 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 YOY
0.23
Market Capitalization
15.5 B
Quarterly Revenue Growth YOY
2.26
Return On Assets
0.13
Return On Equity
0.36
The market value of Aspen Technology is measured differently than its book value, which is the value of Aspen that is recorded on the company's balance sheet. Investors also form their own opinion of Aspen Technology's value that differs from its market value or its book value, called intrinsic value, which is Aspen Technology'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 Aspen Technology's market value can be influenced by many factors that don't directly affect Aspen Technology'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 Aspen Technology's value and its price as these two are different measures arrived at by different means. Investors typically determine Aspen Technology value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aspen Technology'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.