Gladstone Net Invested Capital from 2010 to 2024
| GAIN Stock | USD 13.50 0.02 0.15% |
Net Invested Capital | First Reported 2010-12-31 | Previous Quarter 891.1 M | Current Value 663.1 M | Quarterly Volatility 137.7 M |
Check Gladstone Investment financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Gladstone Investment's main balance sheet or income statement drivers, such as Interest Expense of 25.3 M, Selling General Administrative of 4 M or Total Revenue of 123.4 M, as well as many indicators such as Price To Sales Ratio of 6.42, Dividend Yield of 0.17 or PTB Ratio of 0.7. Gladstone financial statements analysis is a perfect complement when working with Gladstone Investment Valuation or Volatility modules.
Gladstone | Net Invested Capital |
Latest Gladstone Investment's Net Invested Capital Growth Pattern
Below is the plot of the Net Invested Capital of Gladstone Investment over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. Gladstone Investment's Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Gladstone Investment's overall financial position and show how it may be relating to other accounts over time.
| Net Invested Capital | 10 Years Trend |
|
Net Invested Capital |
| Timeline |
Gladstone Net Invested Capital Regression Statistics
| Arithmetic Mean | 543,354,376 | |
| Geometric Mean | 529,695,471 | |
| Coefficient Of Variation | 25.33 | |
| Mean Deviation | 109,367,218 | |
| Median | 466,796,000 | |
| Standard Deviation | 137,655,227 | |
| Sample Variance | 18949T | |
| Range | 467.7M | |
| R-Value | 0.73 | |
| Mean Square Error | 9429.2T | |
| R-Squared | 0.54 | |
| Significance | 0 | |
| Slope | 22,575,766 | |
| Total Sum of Squares | 265285.5T |
Gladstone Net Invested Capital History
About Gladstone Investment Financial Statements
Gladstone Investment investors utilize fundamental indicators, such as Net Invested Capital, to predict how Gladstone Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
| Last Reported | Projected for Next Year | ||
| Net Invested Capital | 891.1 M | 663.1 M |
Pair Trading with Gladstone Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Gladstone Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Gladstone Investment will appreciate offsetting losses from the drop in the long position's value.Moving together with Gladstone Stock
| 0.87 | AC | Associated Capital | PairCorr |
| 0.69 | MS | Morgan Stanley Fiscal Year End 21st of January 2025 | PairCorr |
Moving against Gladstone Stock
| 0.69 | GROW | US Global Investors | PairCorr |
| 0.62 | XP | Xp Inc | PairCorr |
| 0.56 | PT | Pintec Technology | PairCorr |
| 0.32 | NMR | Nomura Holdings ADR | PairCorr |
The ability to find closely correlated positions to Gladstone Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gladstone Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Gladstone Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Gladstone Investment to buy it.
The correlation of Gladstone Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Gladstone Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gladstone Investment moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Gladstone Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Gladstone Investment Correlation against competitors. To learn how to invest in Gladstone Stock, please use our How to Invest in Gladstone Investment guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Asset Management & Custody Banks space 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 Gladstone Investment. If investors know Gladstone 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 Gladstone Investment 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 (0.70) | Dividend Share 0.96 | Earnings Share 1.04 | Revenue Per Share 2.544 | Quarterly Revenue Growth 0.113 |
The market value of Gladstone Investment is measured differently than its book value, which is the value of Gladstone that is recorded on the company's balance sheet. Investors also form their own opinion of Gladstone Investment's value that differs from its market value or its book value, called intrinsic value, which is Gladstone Investment'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 Gladstone Investment's market value can be influenced by many factors that don't directly affect Gladstone Investment'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 Gladstone Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gladstone Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gladstone Investment'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.