Capitala Stock Analysis

CPTA -  USA Stock  

USD 24.65  0.57  2.26%

The current price rise of Capitala Finance Crp could raise concerns from investors as the firm it trading at a share price of 24.65 on 8,800 in volume. The company directors and management may have good odds in positioning the firm resources to exploit market volatility in July. The stock standard deviation of daily returns for 90 days investing horizon is currently 3.32. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from Capitala Finance partners.
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The Capitala Finance stock analysis report makes it easy to digest most publicly released information about Capitala Finance and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Capitala stock analysis module also helps to analyze the Capitala Finance price relationship with some important fundamental indicators such as market cap and management efficiency.

Capitala Stock Analysis Notes

About 15.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.58. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capitala Finance Crp recorded earning per share (EPS) of 7.08. The entity next dividend is scheduled to be issued on the 20th of March 2020. The firm had 1-6 split on the 24th of August 2020. Capitala Finance Corp. is a Business Development Company specializing in traditional mezzanine, senior subordinated and unitranche debt, first-lien and second-lien loans, equity investments in sponsored and non-sponsored lower and traditional middle market companies. The fund makes minority equity co-investments, alongside management or financial sponsors. Capitala Finance operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. For more info on Capitala Finance Crp please contact Joseph Alala at 704-376-5502 or go to http://www.capitalagroup.com.

Capitala Finance Quarterly Cost of Revenue

1.4 MillionShare

Capitala Finance Crp Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Capitala Finance's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Capitala Finance Crp or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Capitala Finance Crp appears to be risky and price may revert if volatility continues
Capitala Finance Crp has a frail financial position based on the latest SEC disclosures
Latest headline from MacroaxisInsider: Capitala Finance exotic insider transaction detected

Capitala Finance Crp Upcoming and Recent Events

Earnings reports are used by Capitala Finance to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Capitala Finance previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report3rd of August 2021
Next Earnings Report2nd of November 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End14th of March 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Capitala Largest EPS Surprises

Earnings surprises can significantly impact Capitala Finance's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2015-05-11
2015-03-310.430.37-0.0613 
2015-11-09
2015-09-300.410.480.0717 
2014-03-12
2013-12-310.40.470.0717 
View All Earnings Estimates

Capitala Finance SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Capitala Finance prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Capitala Finance investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Capitala Finance Crp specific information freely available to individual and institutional investors to make a timely investment decision.
28th of May 2021
Submission of Matters to a Vote of Security Holders
View
3rd of May 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
21st of April 2021
Financial Statements and Exhibits. Other Events
View
8th of March 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
3rd of November 2020
Financial Statements and Exhibits. Regulation FD Disclosure. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Results of Operations and Financial Condition. Entry into a Material Definitive Agreement
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Capitala Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Capitala Finance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Capitala Finance Crp backward and forwards among themselves. Capitala Finance's institutional investor refers to the entity that pools money to purchase Capitala Finance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Truist Financial CorpCommon Shares59.6 K921 K
Bridgeway Capital Management LlcCommon Shares57.6 K889 K
Punch Associates Investment Management Inc 1Common Shares44.3 K684 K
Two Sigma Investments LpCommon Shares39.4 K609 K
Kemper CorpCommon Shares38.1 K589 K
Two Sigma Advisers LpCommon Shares34.9 K538 K
Stephens IncCommon Shares18.9 K292 K
Note, although Capitala Finance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Capitala Market Capitalization

The company currently falls under 'Micro-Cap' category with current market capitalization of 70.7 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Capitala Finance's market, we take the total number of its shares issued and multiply it by Capitala Finance's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Capitala Profitablity

Capitala Finance's profitability indicators refer to fundamental financial ratios that showcase Capitala Finance's ability to generate income relative to its revenue or operating costs. If, let's say, Capitala Finance is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Capitala Finance's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Capitala Finance's profitability requires more research than a typical breakdown of Capitala Finance's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 79.62 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 56.15 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.56.
Last ReportedProjected for 2021
Return on Average Assets(0.10) (0.10) 
Return on Average Equity(0.33) (0.34) 
Return on Invested Capital(0.038) (0.039) 
Return on Sales(0.77) (0.79) 

Management Efficiency

The entity has return on total asset (ROA) of 2.44 % which means that it generated profit of $2.44 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 17.33 %, meaning that it created $17.33 on every $100 dollars invested by stockholders. Capitala Finance management efficiency ratios could be used to measure how well capitala finance crp manages its routine affairs as well as how well it operates its assets and liabilities. As of June 19, 2021, Return on Average Equity is expected to decline to -0.34. In addition to that, Return on Invested Capital is expected to decline to -0.04. Capitala Finance Total Assets are projected to increase significantly based on the last few years of reporting. The past year's Total Assets were at 328 Million. The current year Asset Turnover is expected to grow to 0.08, whereas Tax Assets are forecasted to decline to about 561.9 K.
Last ReportedProjected for 2021
Book Value per Share 40.21  57.34 
Enterprise Value over EBIT(10.00) (10.79) 
Enterprise Value over EBITDA(10.30) (11.11) 
Price to Book Value 0.36  0.50 
Tangible Assets Book Value per Share 121.07  148.36 
Enterprise Value209.1 M267 M
Tangible Asset Value328 M375.6 M

Technical Drivers

As of the 19th of June, Capitala Finance shows the Mean Deviation of 2.33, downside deviation of 1.7, and Risk Adjusted Performance of 0.1611. Capitala Finance Crp technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Capitala Finance Crp, which can be compared to its rivals. Please confirm Capitala Finance Crp maximum drawdown, and the relationship between the information ratio and downside variance to decide if Capitala Finance Crp is priced correctly, providing market reflects its regular price of 24.65 per share. Given that Capitala Finance has jensen alpha of 0.7561, we suggest you to validate Capitala Finance Crp's prevailing market performance to make sure the company can sustain itself at a future point.

Capitala Finance Crp Price Movement Analysis

The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Mid-point over period is an average of Capitala Finance Crp highest and lowest values attained during the given period. View also all equity analysis or get more info about midpoint over period overlap studies indicator.

Capitala Finance Crp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Capitala Finance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Capitala Finance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Capitala Finance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Capitala Finance Predictive Daily Indicators

Capitala Finance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Capitala Finance stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Capitala Finance Forecast Models

Capitala Finance time-series forecasting models is one of many Capitala Finance's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Capitala Finance's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Capitala Finance Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Capitala Finance stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Capitala shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Capitala Finance. By using and applying Capitala Stock analysis, traders can create a robust methodology for identifying Capitala entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin(0.77) (0.79) 
Gross Margin 0.76  0.74 
Profit Margin(1.34) (1.37) 
Capitala Finance Corp. is a Business Development Company specializing in traditional mezzanine, senior subordinated and unitranche debt, first-lien and second-lien loans, equity investments in sponsored and non-sponsored lower and traditional middle market companies. The fund makes minority equity co-investments, alongside management or financial sponsors. Capitala Finance operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.

Current Capitala Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Capitala analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Capitala analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
15.0Hold1Odds
Capitala Finance Crp current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Capitala analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Capitala stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Capitala Finance Crp, talking to its executives and customers, or listening to Capitala conference calls.
Capitala Analyst Advice Details

Capitala Stock Analysis Indicators

Capitala Finance Crp stock analysis indicators help investors evaluate how Capitala Finance stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Capitala Finance shares will generate the highest return on investment. By understating and applying Capitala Finance stock analysis, traders can identify Capitala Finance position entry and exit signals to maximize returns.
Quick Ratio12.97
Trailing Annual Dividend Rate1.50
Fifty Two Week Low8.40
Revenue Growth-30.40%
Shares Short Prior Month24.43k
Average Daily Volume Last 10 Day24.74k
Average Daily Volume In Three Month28.65k
Shares Percent Shares Out0.56%
Gross Margins100.00%
Short Percent Of Float0.61%
Forward Price Earnings36.22
Fifty Two Week High26.77
Fifty Day Average23.16
Two Hundred Day Average17.38
Enterprise Value To Revenue7.75
Trailing Annual Dividend Yield5.69%
Continue to Trending Equities. Note that the Capitala Finance Crp information on this page should be used as a complementary analysis to other Capitala Finance's 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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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