Safeguard Stock Performance

SFE -  USA Stock  

USD 7.59  0.14  1.81%

On a scale of 0 to 100, Safeguard Scientifics holds a performance score of 10. The entity has a beta of 1.0546, which indicates a somewhat significant risk relative to the market. Let's try to break down what Safeguard's beta means in this case. Safeguard Scientifics returns are very sensitive to returns on the market. As the market goes up or down, Safeguard Scientifics is expected to follow. Although it is vital to follow Safeguard Scientifics current price movements, it is good to be conservative about what you can do with the information regarding equity historical returns. The philosophy towards measuring 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 inspecting Safeguard Scientifics technical indicators, you can presently evaluate if the expected return of 0.28% will be sustainable into the future. Please operates Safeguard Scientifics information ratio, as well as the relationship between the value at risk and expected short fall to make a quick decision on whether Safeguard Scientifics existing price patterns will revert.

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 Safeguard Performance
10 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Safeguard Scientifics are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather inconsistent technical and fundamental indicators, Safeguard Scientifics exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more

Safeguard Price Channel

Quick Ratio5.47
Fifty Two Week Low5.15
Fifty Two Week High8.63

Safeguard Scientifics Relative Risk vs. Return Landscape

If you would invest  646.00  in Safeguard Scientifics on May 5, 2021 and sell it today you would earn a total of  113.00  from holding Safeguard Scientifics or generate 17.49% return on investment over 90 days. Safeguard Scientifics is generating 0.2757% of daily returns assuming volatility of 2.0021% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Safeguard, and above 95% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Safeguard Scientifics is expected to generate 2.68 times more return on investment than the market. However, the company is 2.68 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of risk.

Safeguard Scientifics Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Safeguard Scientifics' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Safeguard Scientifics, and traders can use it to determine the average amount a Safeguard Scientifics' 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 = 0.1377

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Estimated Market Risk
 2.0
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 0.28
  actual daily
 
 5 %
of total potential
 
55
Risk-Adjusted Return
 0.14
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 10 %
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1010
Based on monthly moving average Safeguard Scientifics is performing at about 10% 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 Safeguard Scientifics by adding it to a well-diversified portfolio.

About Safeguard Scientifics Performance

To evaluate Safeguard Scientifics 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 Safeguard Scientifics 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 Safeguard 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 Safeguard Scientifics stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Safeguard'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 2021
Return on Investment(6.14) (6.63) 
Return on Average Assets(42.60) (43.72) 
Return on Average Equity(45.70) (46.91) 
Return on Invested Capital(0.24) (0.25) 
Return on Sales 2.34  2.52 
It is a private equity and venture capital firm specializing in expansion financings, growth capital, management buyouts, recapitalizations, industry consolidations, corporate spinouts, growth stage, and early stage financings. Safeguard Scientifics, Inc. is based in Radnor, Pennsylvania with additional office in Weston, Massachusetts. Safeguard Scientifics operates under Asset Management classification in the United States and is traded on New York Stock Exchange.

Things to note about Safeguard Scientifics

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

Safeguard Scientifics Alerts

Equity Alerts and Improvement Suggestions

The company reported the last year's revenue of 34.84 M. Reported Net Loss for the year was (3.98 M) with profit before taxes, overhead, and interest of 57.71 M.
Safeguard Scientifics has about 21.75 M in cash with (7.75 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.04.
Safeguard Scientifics has a frail financial position based on the latest SEC disclosures
Roughly 67.0% of the company shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Maureen Morrison of 2247 shares of Safeguard Scientifics subject to Rule 16b-3
Additionally, take a look at World Market Map. Note that the Safeguard Scientifics information on this page should be used as a complementary analysis to other Safeguard Scientifics' 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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Safeguard Scientifics price analysis, check to measure Safeguard Scientifics' 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 Safeguard Scientifics is operating at the current time. Most of Safeguard Scientifics' value examination focuses on studying past and present price action to predict the probability of Safeguard Scientifics' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Safeguard Scientifics' price. Additionally, you may evaluate how the addition of Safeguard Scientifics to your portfolios can decrease your overall portfolio volatility.
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The market value of Safeguard Scientifics is measured differently than its book value, which is the value of Safeguard that is recorded on the company's balance sheet. Investors also form their own opinion of Safeguard Scientifics' value that differs from its market value or its book value, called intrinsic value, which is Safeguard Scientifics' 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 Safeguard Scientifics' market value can be influenced by many factors that don't directly affect Safeguard Scientifics underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Safeguard Scientifics' value and its price as these two are different measures arrived at by different means. Investors typically determine Safeguard Scientifics value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Safeguard Scientifics' 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.