Marcus Stock Performance

MCS Stock  USD 15.09  0.04  0.26%   
Marcus has a performance score of 1 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.8863, which conveys possible diversification benefits within a given portfolio. Let's try to break down what Marcus's beta means in this case. Marcus returns are very sensitive to returns on the market. As the market goes up or down, Marcus is expected to follow. Although it is important to respect Marcus price patterns, it is better to be realistic regarding the information on the equity's historical price patterns. The philosophy towards estimating 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 Marcus technical indicators, you can presently evaluate if the expected return of 0.027% will be sustainable into the future. Marcus right now secures a risk of 1.8%. Please verify Marcus variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Marcus will be following its current price movements.
  
Marcus Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Marcus are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable fundamental indicators, Marcus is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0132
Payout Ratio
0.025
Last Split Factor
3:2
Forward Dividend Rate
0.2
Dividend Date
2022-12-15

Marcus Price Channel

Begin Period Cash Flow14.1 M
Total Cashflows From Investing Activities10.9 M

Marcus Relative Risk vs. Return Landscape

If you would invest  1,499  in Marcus on October 29, 2022 and sell it today you would earn a total of  10.00  from holding Marcus or generate 0.67% return on investment over 90 days. Marcus is generating 0.027% of daily returns assuming volatility of 1.7963% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Marcus, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Marcus is expected to generate 5.22 times less return on investment than the market. In addition to that, the company is 1.58 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 per unit of volatility.

Marcus Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Marcus' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Marcus, and traders can use it to determine the average amount a Marcus' 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 = 0.015

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Estimated Market Risk
 1.8
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average Marcus 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 Marcus by adding it to a well-diversified portfolio.

About Marcus Performance

To evaluate Marcus 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 Marcus 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 Marcus 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 Marcus market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Marcus'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
Return on Investment 6.99  9.99 
Return on Average Assets 4.23  6.12 
Return on Average Equity 5.27  8.09 
Return on Invested Capital(0.1) (0.10) 
Return on Sales(0.68) (0.70) 

Things to note about Marcus

Checking the ongoing alerts about Marcus for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Marcus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Additionally, see Correlation Analysis. Note that the Marcus information on this page should be used as a complementary analysis to other Marcus' 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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Is Marcus' 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 Marcus. If investors know Marcus 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 Marcus 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
0.446
Market Capitalization
476.7 M
Quarterly Revenue Growth
0.239
Return On Assets
0.0134
Return On Equity
0.0084
The market value of Marcus is measured differently than its book value, which is the value of Marcus that is recorded on the company's balance sheet. Investors also form their own opinion of Marcus' value that differs from its market value or its book value, called intrinsic value, which is Marcus' 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 Marcus' market value can be influenced by many factors that don't directly affect Marcus' 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 Marcus' value and its price as these two are different measures arrived at by different means. Investors typically determine Marcus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Marcus' 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.