John Marshall Bancorp Stock Buy Hold or Sell Recommendation
| JMSB Stock | USD 23.62 0.64 2.79% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding John Marshall Bancorp is 'Strong Hold'. Macroaxis provides John Marshall buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JMSB positions.
Check out John Marshall Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as John and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards John Marshall Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
John |
Execute John Marshall Buy or Sell Advice
The John recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on John Marshall Bancorp. Macroaxis does not own or have any residual interests in John Marshall Bancorp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute John Marshall's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
John Marshall Trading Alerts and Improvement Suggestions
| John Marshall has a poor financial position based on the latest SEC disclosures | |
| About 12.0% of the company shares are held by company insiders | |
| Latest headline from simplywall.st: Dont Ignore The Insider Selling In John Marshall Bancorp |
John Marshall Returns Distribution Density
The distribution of John Marshall's historical returns is an attempt to chart the uncertainty of John Marshall's future price movements. The chart of the probability distribution of John Marshall daily returns describes the distribution of returns around its average expected value. We use John Marshall Bancorp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of John Marshall returns is essential to provide solid investment advice for John Marshall.
| Mean Return | 0.40 | Value At Risk | -3.69 | Potential Upside | 4.60 | Standard Deviation | 2.97 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of John Marshall historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
John Stock Institutional Investors
| Shares | Cresset Asset Management, Llc | 2024-06-30 | 90.2 K | Bank Of America Corp | 2024-06-30 | 73.3 K | Meridian Financial Partners Llc | 2024-09-30 | 62.4 K | Halpern Financial Inc | 2024-09-30 | 49.7 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 42.6 K | Bank Of New York Mellon Corp | 2024-06-30 | 39.3 K | Atlantic Trust Group, Llc | 2024-06-30 | 36.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 34.6 K | Nuveen Asset Management, Llc | 2024-06-30 | 34.1 K | T. Rowe Price Investment Management,inc. | 2024-09-30 | 1.8 M | Blackrock Inc | 2024-06-30 | 856.7 K |
John Marshall Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (382K) | 44.0M | (32.7M) | (44.2M) | 37.4M | 39.3M | |
| Free Cash Flow | 18.2M | 23.8M | 32.0M | 33.0M | 17.4M | 18.0M | |
| Depreciation | 2.7M | 2.6M | 2.2M | 1.9M | 1.7M | 1.5M | |
| Other Non Cash Items | 1.1M | 5.8M | 3.0M | 277K | 13.2M | 13.8M | |
| Capital Expenditures | 262K | 584K | 353K | 156K | 612K | 482.7K | |
| Net Income | 15.9M | 18.5M | 25.5M | 31.8M | 5.2M | 4.9M | |
| End Period Cash Flow | 7.5M | 138.5M | 105.8M | 61.6M | 99.0M | 104.0M | |
| Investments | (23.9M) | (25.9M) | (199.4M) | (271.0M) | 127.9M | 134.2M | |
| Net Borrowings | (9.5M) | (52M) | (4M) | 7.1M | 6.4M | 6.7M | |
| Change To Netincome | 2.1M | 5.0M | 2.8M | 798K | 917.7K | 871.8K |
John Marshall Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to John Marshall or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that John Marshall's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a John stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 2.35 | |
σ | Overall volatility | 2.96 | |
Ir | Information ratio | 0.09 |
John Marshall Volatility Alert
John Marshall Bancorp currently demonstrates below-average downside deviation. It has Information Ratio of 0.09 and Jensen Alpha of 0.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure John Marshall's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact John Marshall's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.John Marshall Fundamentals Vs Peers
Comparing John Marshall's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze John Marshall's direct or indirect competition across all of the common fundamentals between John Marshall and the related equities. This way, we can detect undervalued stocks with similar characteristics as John Marshall or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of John Marshall's fundamental indicators could also be used in its relative valuation, which is a method of valuing John Marshall by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare John Marshall to competition |
| Fundamentals | John Marshall | Peer Average |
| Return On Equity | 0.0727 | -0.31 |
| Return On Asset | 0.0074 | -0.14 |
| Profit Margin | 0.32 % | (1.27) % |
| Operating Margin | 0.40 % | (5.51) % |
| Current Valuation | 242.87 M | 16.62 B |
| Shares Outstanding | 14.24 M | 571.82 M |
| Shares Owned By Insiders | 12.31 % | 10.09 % |
| Shares Owned By Institutions | 41.76 % | 39.21 % |
| Number Of Shares Shorted | 54.91 K | 4.71 M |
| Price To Earning | 20.80 X | 28.72 X |
| Price To Book | 1.38 X | 9.51 X |
| Price To Sales | 6.34 X | 11.42 X |
| Revenue | 38.8 M | 9.43 B |
| Gross Profit | 71.94 M | 27.38 B |
| EBITDA | 9.7 M | 3.9 B |
| Net Income | 5.16 M | 570.98 M |
| Cash And Equivalents | 74.76 M | 2.7 B |
| Cash Per Share | 5.34 X | 5.01 X |
| Total Debt | 29.15 M | 5.32 B |
| Book Value Per Share | 17.13 X | 1.93 K |
| Cash Flow From Operations | 18 M | 971.22 M |
| Short Ratio | 3.26 X | 4.00 X |
| Earnings Per Share | 1.18 X | 3.12 X |
| Number Of Employees | 134 | 18.84 K |
| Beta | 0.67 | -0.15 |
| Market Capitalization | 336.35 M | 19.03 B |
| Total Asset | 2.24 B | 29.47 B |
| Retained Earnings | 146.39 M | 9.33 B |
| Annual Yield | 0.01 % | |
| Net Asset | 2.24 B | |
| Last Dividend Paid | 0.25 |
Note: Disposition of tradable shares by Mahan Oscar Leland of John Marshall at 24.23 subject to Rule 16b-3 [view details]
John Marshall Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as John . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About John Marshall Buy or Sell Advice
When is the right time to buy or sell John Marshall Bancorp? Buying financial instruments such as John Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having John Marshall in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Momentum Thematic Idea Now
Momentum
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Momentum Theme or any other thematic opportunities.
| View All Next | Launch |
Check out John Marshall Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Is Regional 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 John Marshall. If investors know John 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 John Marshall 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 (0.15) | Dividend Share 0.25 | Earnings Share 1.18 | Revenue Per Share 3.762 | Quarterly Revenue Growth (0.05) |
The market value of John Marshall Bancorp is measured differently than its book value, which is the value of John that is recorded on the company's balance sheet. Investors also form their own opinion of John Marshall's value that differs from its market value or its book value, called intrinsic value, which is John Marshall'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 John Marshall's market value can be influenced by many factors that don't directly affect John Marshall'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 John Marshall's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Marshall is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Marshall'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.