Formula Stock Performance

Stocks . USA . 
Stock . Formula Systems 1985
FORTY Stock  USD 68.45  1.34  1.92%   
Formula Systems has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.1432, which means not very significant fluctuations relative to the market. Let's try to break down what Formula's beta means in this case. As returns on the market increase, returns on owning Formula Systems are expected to decrease at a much lower rate. During the bear market, Formula Systems is likely to outperform the market. Although it is important to respect Formula Systems 1985 historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting 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 reviewing Formula Systems 1985 technical indicators, you can presently evaluate if the expected return of 0.0498% will be sustainable into the future. Formula Systems 1985 right now shows a risk of 3.17%. Please confirm Formula Systems 1985 expected short fall, day median price, and the relationship between the potential upside and accumulation distribution to decide if Formula Systems 1985 will be following its price patterns.
  

Formula Performance

1 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in Formula Systems 1985 are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Formula Systems is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0182
Payout Ratio
0.2397
Forward Dividend Rate
1.26
Dividend Date
2023-06-22
Ex Dividend Date
2023-06-02
1
We Think Formula Systems Can Stay On Top Of Its Debt - Simpl...03/13/2023
2
Formula Systems Reports Fourth Quarter and Full Year 2022 Fi...03/16/2023
3
US STOCKS-Indexes jump on inflation data Nasdaq posts best q...03/31/2023
4
Isaiah Oliver to resign as Community Foundation of Greater F...05/10/2023
5
Other05/23/2023
6
TeamFAST They changed snowmobiling forever - Hometown Focus05/25/2023
Begin Period Cash Flow485.4 M

Formula Systems Relative Risk vs. Return Landscape

If you would invest  6,849  in Formula Systems 1985 on March 3, 2023 and sell it today you would lose (3.79)  from holding Formula Systems 1985 or give up 0.06% of portfolio value over 90 days. Formula Systems 1985 is currently producing 0.0498% returns and takes up 3.1699% volatility of returns over 90 trading days. Put another way, 27% of traded stocks are less volatile than Formula, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Formula Systems is expected to generate 3.49 times more return on investment than the market. However, the company is 3.49 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.07 per unit of risk.

Formula Systems Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Formula Systems' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Formula Systems 1985, and traders can use it to determine the average amount a Formula Systems' 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 = 0.0157

Best PortfolioBest Equity
Good Returns
Average Returns
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Negative ReturnsFORTY

Estimated Market Risk

 3.17
  actual daily
 27 
73% of assets are more volatile
2727

Expected Return

 0.05
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.02
  actual daily
 1 
99% of assets perform better
11
Based on monthly moving average Formula Systems is performing at about 1% 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 Formula Systems by adding it to a well-diversified portfolio.

Formula Systems Fundamentals Growth

Formula Stock prices reflect investors' perceptions of the future prospects and financial health of Formula Systems, and Formula Systems fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Formula Stock performance.
Return On Equity0.17 %
Return On Asset0.05 %
Profit Margin0.0316 %
Current Valuation1.43 B
Shares Outstanding15.33 M
Price to Earning27.39 X
Price to Book2.11 X
Price to Sales0.46 X
Revenue2.57 B
Gross Profit622.47 M
EBITDA232.38 M
Net Income199.67 M
Cash and Equivalents451.47 M
Cash per Share29.52 X
Total Debt421.51 M
Debt to Equity0.57 %
Current Ratio1.32 X
Book Value Per Share36.03 X
Cash Flow from Operations239.14 M
Earnings Per Share5.18 X
Market Capitalization1.07 B
Total Asset2.79 B
Retained Earnings419.45 M
Working Capital370.13 M
Current Asset357.48 M
Current Liabilities211.81 M

About Formula Systems Performance

To evaluate Formula Systems 1985 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 Formula Systems 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 Formula 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 Formula Systems 1985 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Formula'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 2023
Effect of Exchange Rate Changes on Cash-34.9 M-35.8 M
Return on Average Assets 0.03  0.0295 
Return on Average Equity 0.15  0.13 
Return on Invested Capital 0.19  0.17 
Return on Sales 0.06  0.06 

Things to note about Formula Systems 1985 performance evaluation

Checking the ongoing alerts about Formula Systems for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Formula Systems 1985 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Formula Systems 1985 had very high historical volatility over the last 90 days
Formula Systems 1985 is unlikely to experience financial distress in the next 2 years
Formula Systems 1985 has a strong financial position based on the latest SEC filings
Latest headline from news.google.com: TeamFAST They changed snowmobiling forever - Hometown Focus
Evaluating Formula Systems' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Formula Systems' stock performance include:
  • Analyzing Formula Systems' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Formula Systems' stock is overvalued or undervalued compared to its peers.
  • Examining Formula Systems' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Formula Systems' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Formula Systems' management team can help you assess the company's leadership.
  • Pay attention to analyst opinions and ratings of Formula Systems' stock. These opinions can provide insight into Formula Systems' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Formula Systems' stock performance is not an exact science, and many factors can impact Formula Systems' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for Formula Stock analysis

When running Formula Systems' price analysis, check to measure Formula Systems' 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 Formula Systems is operating at the current time. Most of Formula Systems' value examination focuses on studying past and present price action to predict the probability of Formula Systems' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Formula Systems' price. Additionally, you may evaluate how the addition of Formula Systems to your portfolios can decrease your overall portfolio volatility.
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Is Formula Systems' 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 Formula Systems. If investors know Formula 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 Formula Systems 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
(0.023) 
Earnings Share
5.18
Revenue Per Share
168.172
Quarterly Revenue Growth
(0.036) 
Return On Assets
0.0524
The market value of Formula Systems 1985 is measured differently than its book value, which is the value of Formula that is recorded on the company's balance sheet. Investors also form their own opinion of Formula Systems' value that differs from its market value or its book value, called intrinsic value, which is Formula Systems' 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 Formula Systems' market value can be influenced by many factors that don't directly affect Formula Systems' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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Please note, there is a significant difference between Formula Systems' value and its price as these two are different measures arrived at by different means. Investors typically determine if Formula Systems is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Formula Systems' 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. Check out Investing Opportunities to better understand how to build diversified portfolios.
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