Potbelly Co Stock Performance
| PBPB Stock | USD 10.29 0.19 1.88% |
The company holds a Beta of 1.51, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Potbelly will likely underperform. Potbelly has an expected return of -0.33%. Please make sure to check Potbelly kurtosis, as well as the relationship between the rate of daily change and market facilitation index , to decide if Potbelly performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Potbelly Co has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in May 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 1.88 | Five Day Return (3.38) | Year To Date Return 2.39 | Ten Year Return (39.18) | All Time Return (66.56) |
1 | Potbelly secures 30M credit facility with reduced rates | 02/12/2024 |
2 | Exercise or conversion by Robert Wright of 19685 shares of Potbelly subject to Rule 16b-3 | 02/15/2024 |
3 | Are You Looking for a Top Momentum Pick Why Potbelly is a Great Choice | 03/06/2024 |
4 | Potbelly Corporation Announces 12 percent Growth on Same-Store Sales for Fiscal Year 2023 | 03/08/2024 |
5 | Fast-paced Momentum Stock Potbelly Is Still Trading at a Bargain | 03/11/2024 |
6 | Acquisition by Steven Cirulis of 1000 shares of Potbelly at 11.65 subject to Rule 16b-3 | 03/12/2024 |
7 | Acquisition by Robert Wright of 1750 shares of Potbelly at 11.62 subject to Rule 16b-3 | 03/15/2024 |
8 | Disposition of 7746 shares by Robert Wright of Potbelly at 12.12 subject to Rule 16b-3 | 03/27/2024 |
9 | Q4 Earnings Roundup Noodles And The Rest Of The Modern Fast Food Segment | 03/28/2024 |
10 | Disposition of 867 shares by Atkins Will of Potbelly at 11.62 subject to Rule 16b-3 | 04/01/2024 |
11 | Jersey Mikes looking for a buyer | 04/05/2024 |
12 | Disposition of 669 shares by Atkins Will of Potbelly at 10.75 subject to Rule 16b-3 | 04/08/2024 |
13 | Potbelly Corporation Announces Conference Call to Discuss First Quarter 2024 Results on May 8, 2024 | 04/17/2024 |
| Begin Period Cash Flow | 15.6 M |
Potbelly |
Potbelly Relative Risk vs. Return Landscape
If you would invest 1,287 in Potbelly Co on January 20, 2024 and sell it today you would lose (258.00) from holding Potbelly Co or give up 20.05% of portfolio value over 90 days. Potbelly Co is currently does not generate positive expected returns and assumes 2.3508% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than Potbelly, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Potbelly Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Potbelly's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Potbelly Co, and traders can use it to determine the average amount a Potbelly'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 = -0.1391
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBPB |
Estimated Market Risk
| 2.35 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Potbelly is not performing at its full potential. However, 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 Potbelly by adding Potbelly to a well-diversified portfolio.
Potbelly Fundamentals Growth
Potbelly Stock prices reflect investors' perceptions of the future prospects and financial health of Potbelly, and Potbelly 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 Potbelly Stock performance.
| Return On Equity | 0.61 | ||||
| Return On Asset | 0.0335 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 457.22 M | ||||
| Shares Outstanding | 29.68 M | ||||
| Price To Earning | 161.88 X | ||||
| Price To Book | 21.11 X | ||||
| Price To Sales | 0.63 X | ||||
| Revenue | 491.41 M | ||||
| Gross Profit | 126.19 M | ||||
| EBITDA | 23.34 M | ||||
| Net Income | 5.58 M | ||||
| Cash And Equivalents | 9.51 M | ||||
| Cash Per Share | 0.33 X | ||||
| Total Debt | 186.99 M | ||||
| Current Ratio | 0.39 X | ||||
| Book Value Per Share | 0.50 X | ||||
| Cash Flow From Operations | 19.49 M | ||||
| Earnings Per Share | 0.17 X | ||||
| Market Capitalization | 305.44 M | ||||
| Total Asset | 252.46 M | ||||
| Retained Earnings | (333.8 M) | ||||
| Working Capital | (17.99 M) | ||||
| Current Asset | 49.78 M | ||||
| Current Liabilities | 25.18 M | ||||
About Potbelly Performance
To evaluate Potbelly 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 Potbelly 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 Potbelly 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 Potbelly market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Potbelly'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 Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 4.48 | 4.82 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.31 | 0.33 |
Things to note about Potbelly performance evaluation
Checking the ongoing alerts about Potbelly for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Potbelly help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Potbelly generated a negative expected return over the last 90 days | |
| The company currently holds 186.99 M in liabilities. Potbelly has a current ratio of 0.38, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Potbelly until it has trouble settling it off, either with new capital or with free cash flow. So, Potbelly's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Potbelly sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Potbelly to invest in growth at high rates of return. When we think about Potbelly's use of debt, we should always consider it together with cash and equity. | |
| About 69.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Potbelly Corporation Announces Conference Call to Discuss First Quarter 2024 Results on May 8, 2024 |
- Analyzing Potbelly's 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 Potbelly's stock is overvalued or undervalued compared to its peers.
- Examining Potbelly's 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 Potbelly's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Potbelly's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Potbelly's stock. These opinions can provide insight into Potbelly's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Potbelly Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
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When running Potbelly's price analysis, check to measure Potbelly's 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 Potbelly is operating at the current time. Most of Potbelly's value examination focuses on studying past and present price action to predict the probability of Potbelly's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Potbelly's price. Additionally, you may evaluate how the addition of Potbelly to your portfolios can decrease your overall portfolio volatility.
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Is Potbelly'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 Potbelly. If investors know Potbelly 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 Potbelly 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 (0.01) | Earnings Share 0.17 | Revenue Per Share 16.828 | Quarterly Revenue Growth 0.047 | Return On Assets 0.0335 |
The market value of Potbelly is measured differently than its book value, which is the value of Potbelly that is recorded on the company's balance sheet. Investors also form their own opinion of Potbelly's value that differs from its market value or its book value, called intrinsic value, which is Potbelly'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 Potbelly's market value can be influenced by many factors that don't directly affect Potbelly'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 Potbelly's value and its price as these two are different measures arrived at by different means. Investors typically determine if Potbelly is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Potbelly'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.