Swk Holdings Corp Stock Buy Hold or Sell Recommendation
| SWKH Stock | USD 16.55 0.15 0.90% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding SWK Holdings Corp is 'Strong Buy'. The recommendation algorithm takes into account all of SWK Holdings' available fundamental, technical, and predictive indicators you will find on this site.
Check out SWK Holdings 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. For more detail on how to invest in SWK Stock please use our How to Invest in SWK Holdings guide. In addition, we conduct extensive research on individual companies such as SWK and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards SWK Holdings Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
SWK |
Execute SWK Holdings Buy or Sell Advice
The SWK recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SWK Holdings Corp. Macroaxis does not own or have any residual interests in SWK Holdings Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SWK Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
SWK Holdings Trading Alerts and Improvement Suggestions
| SWK Holdings Corp generated a negative expected return over the last 90 days | |
| SWK Holdings Corp has a poor financial position based on the latest SEC disclosures | |
| Over 89.0% of the company shares are owned by institutional investors |
SWK Holdings Returns Distribution Density
The distribution of SWK Holdings' historical returns is an attempt to chart the uncertainty of SWK Holdings' future price movements. The chart of the probability distribution of SWK Holdings daily returns describes the distribution of returns around its average expected value. We use SWK Holdings Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SWK Holdings returns is essential to provide solid investment advice for SWK Holdings.
| Mean Return | -0.02 | Value At Risk | -2.15 | Potential Upside | 1.40 | Standard Deviation | 1.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SWK Holdings 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.
SWK Stock Institutional Investors
| Shares | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 37.9 K | Victory Capital Management Inc. | 2024-09-30 | 34 K | Skyview Investment Advisors, Llc | 2024-06-30 | 31.2 K | Northern Trust Corp | 2024-09-30 | 30.8 K | Renaissance Technologies Corp | 2024-09-30 | 27.8 K | Dynamic Advisor Solutions Llc | 2024-09-30 | 20.6 K | Resources Investment Advisors Inc | 2024-09-30 | 20.1 K | Perritt Capital Management Inc. | 2024-09-30 | 20 K | Grace & White Inc | 2024-09-30 | 16.9 K | Carlson Capital Lp | 2024-09-30 | 9.1 M | M3f, Inc. | 2024-09-30 | 780.9 K |
SWK Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (9.1M) | (8.2M) | 39.9M | (36.7M) | (920K) | (874K) | |
| Free Cash Flow | 18.5M | 15.3M | 33.2M | 7.9M | 14.4M | 15.1M | |
| Depreciation | 5.0M | 12.1M | 4.1M | 2.8M | 2.9M | 2.8M | |
| Other Non Cash Items | (1.5M) | 1.7M | (4.3M) | (1.2M) | (2.2M) | (2.1M) | |
| Net Income | 23.8M | 5.2M | 25.9M | 13.5M | 15.9M | 16.7M | |
| End Period Cash Flow | 11.2M | 3.0M | 42.9M | 6.2M | 5.2M | 5.0M | |
| Change To Inventory | 214K | (643K) | (108K) | (787K) | (905.1K) | (950.3K) | |
| Investments | (51.0M) | 62K | (42.4M) | (43.5M) | (48.9M) | (51.4M) | |
| Change Receivables | 558K | (214K) | 643K | 108K | 124.2K | 118.0K | |
| Change To Netincome | 2.2M | 576K | 7.0M | (2.0M) | (2.3M) | (2.1M) |
SWK Holdings 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 SWK Holdings or Financial Services 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 SWK Holdings' 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 SWK 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 | -0.08 | |
β | Beta against Dow Jones | 0.63 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | -0.09 |
SWK Holdings Volatility Alert
SWK Holdings Corp exhibits very low volatility with skewness of 0.23 and kurtosis of 1.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SWK Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact SWK Holdings' 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.SWK Holdings Fundamentals Vs Peers
Comparing SWK Holdings' 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 SWK Holdings' direct or indirect competition across all of the common fundamentals between SWK Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as SWK Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of SWK Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing SWK Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare SWK Holdings to competition |
| Fundamentals | SWK Holdings | Peer Average |
| Return On Equity | 0.0425 | -0.31 |
| Return On Asset | 0.0387 | -0.14 |
| Profit Margin | 0.46 % | (1.27) % |
| Operating Margin | 0.39 % | (5.51) % |
| Current Valuation | 217.38 M | 16.62 B |
| Shares Outstanding | 12.23 M | 571.82 M |
| Shares Owned By Insiders | 5.91 % | 10.09 % |
| Shares Owned By Institutions | 89.45 % | 39.21 % |
| Number Of Shares Shorted | 43.22 K | 4.71 M |
| Price To Earning | 47.92 X | 28.72 X |
| Price To Book | 0.72 X | 9.51 X |
| Price To Sales | 7.93 X | 11.42 X |
| Revenue | 37.76 M | 9.43 B |
| Gross Profit | 48.43 M | 27.38 B |
| EBITDA | 19.04 M | 3.9 B |
| Net Income | 15.89 M | 570.98 M |
| Cash And Equivalents | 57.6 M | 2.7 B |
| Cash Per Share | 4.49 X | 5.01 X |
| Total Debt | 43.13 M | 5.32 B |
| Current Ratio | 84.90 X | 2.16 X |
| Book Value Per Share | 22.43 X | 1.93 K |
| Cash Flow From Operations | 14.89 M | 971.22 M |
| Short Ratio | 7.91 X | 4.00 X |
| Earnings Per Share | 0.84 X | 3.12 X |
| Target Price | 22.0 | |
| Number Of Employees | 22 | 18.84 K |
| Beta | 0.36 | -0.15 |
| Market Capitalization | 204.29 M | 19.03 B |
| Total Asset | 334.25 M | 29.47 B |
| Retained Earnings | (4.14 B) | 9.33 B |
| Working Capital | 7.92 M | 1.48 B |
| Current Asset | 71.07 M | 9.34 B |
| Current Liabilities | 863 K | 7.9 B |
Note: Acquisition by Hatcher Robert K. of 770 shares of SWK Holdings at 17.86 subject to Rule 16b-3 [view details]
SWK Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SWK . 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.
| Accumulation Distribution | 9.46 | |||
| Daily Balance Of Power | (3.00) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 16.52 | |||
| Day Typical Price | 16.53 | |||
| Price Action Indicator | (0.05) | |||
| Period Momentum Indicator | (0.15) |
About SWK Holdings Buy or Sell Advice
When is the right time to buy or sell SWK Holdings Corp? Buying financial instruments such as SWK 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.
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Run Computers Thematic Idea Now
Computers
Companies that manufacture and distribute personal and business computers. The Computers theme has 44 constituents at this time.
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Check out SWK Holdings 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. For more detail on how to invest in SWK Stock please use our How to Invest in SWK Holdings guide.You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Is Specialized Finance 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 SWK Holdings. If investors know SWK 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 SWK Holdings 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 0.134 | Earnings Share 0.84 | Revenue Per Share 2.063 | Quarterly Revenue Growth (0.35) | Return On Assets 0.0387 |
The market value of SWK Holdings Corp is measured differently than its book value, which is the value of SWK that is recorded on the company's balance sheet. Investors also form their own opinion of SWK Holdings' value that differs from its market value or its book value, called intrinsic value, which is SWK Holdings' 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 SWK Holdings' market value can be influenced by many factors that don't directly affect SWK Holdings' 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 SWK Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if SWK Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SWK Holdings' 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.