Univest Pennsylvania Stock Buy Hold or Sell Recommendation
| UVSP Stock | USD 31.55 0.63 2.04% |
Given the investment horizon of 90 days and your bold attitude towards risk, our recommendation regarding Univest Pennsylvania is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Univest Pennsylvania given historical horizon and risk tolerance towards Univest Pennsylvania. When Macroaxis issues a 'buy' or 'sell' recommendation for Univest Pennsylvania, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Univest Pennsylvania 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. To learn how to invest in Univest Stock, please use our How to Invest in Univest Pennsylvania guide. Note, we conduct extensive research on individual companies such as Univest and provide practical buy, sell, or hold advice based on investors' constraints. Univest Pennsylvania. 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.
Univest |
Execute Univest Pennsylvania Buy or Sell Advice
The Univest recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Univest Pennsylvania. Macroaxis does not own or have any residual interests in Univest Pennsylvania or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Univest Pennsylvania's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Univest Pennsylvania Trading Alerts and Improvement Suggestions
| Univest Pennsylvania has a poor financial position based on the latest SEC disclosures | |
| Over 78.0% of the company outstanding shares are owned by institutional investors | |
| On 20th of November 2024 Univest Pennsylvania paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Qualigen Therapeutics Announces 4.5 Million Private Placement of Convertible Preferred Shares |
Univest Pennsylvania Returns Distribution Density
The distribution of Univest Pennsylvania's historical returns is an attempt to chart the uncertainty of Univest Pennsylvania's future price movements. The chart of the probability distribution of Univest Pennsylvania daily returns describes the distribution of returns around its average expected value. We use Univest Pennsylvania price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Univest Pennsylvania returns is essential to provide solid investment advice for Univest Pennsylvania.
| Mean Return | 0.29 | Value At Risk | -2.72 | Potential Upside | 3.47 | Standard Deviation | 2.47 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Univest Pennsylvania 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.
Univest Stock Institutional Investors
The Univest Pennsylvania's institutional investors refer to entities that pool money to purchase Univest Pennsylvania's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 459.5 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 394.9 K | Aqr Capital Management Llc | 2024-06-30 | 388.1 K | Northern Trust Corp | 2024-09-30 | 330.1 K | Endeavour Capital Advisors Inc | 2024-09-30 | 273.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 245.9 K | Royce & Associates, Lp | 2024-09-30 | 243.5 K | Neuberger Berman Group Llc | 2024-06-30 | 238.1 K | Assenagon Asset Management Sa | 2024-09-30 | 228.3 K | Blackrock Inc | 2024-06-30 | 3.4 M | Fmr Inc | 2024-09-30 | 2.6 M |
Univest Pennsylvania Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 15.7M | 94.7M | 670.3M | (737.4M) | 97M | 101.9M | |
| Free Cash Flow | 70.7M | 47.4M | 96.5M | 104.2M | 83.0M | 87.2M | |
| Depreciation | 5.4M | 5.0M | 3.2M | 3.8M | 4.6M | 3.4M | |
| Other Non Cash Items | 2.4M | 1.9M | 1.0M | 23.9M | 2.5M | 2.6M | |
| Dividends Paid | 23.4M | 17.5M | 23.6M | 24.6M | 25.1M | 13.2M | |
| Capital Expenditures | 2.4M | 3.8M | 5.9M | 5.2M | 6.7M | 3.9M | |
| Net Income | 65.7M | 46.9M | 91.8M | 78.1M | 71.1M | 74.7M | |
| End Period Cash Flow | 125.1M | 219.9M | 890.2M | 152.8M | 249.8M | 262.3M | |
| Investments | (341.7M) | 82.2M | (125.2M) | (59.2M) | (747.0M) | (709.6M) | |
| Net Borrowings | (166.1M) | 47.7M | (97.8M) | 226.1M | 260.0M | 273.0M | |
| Change To Netincome | (2.0M) | (8.3M) | 5.9M | 26.1M | 30.0M | 31.5M |
Univest Pennsylvania 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 Univest Pennsylvania 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 Univest Pennsylvania'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 Univest 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 | 0.01 | |
β | Beta against Dow Jones | 2.21 | |
σ | Overall volatility | 2.38 | |
Ir | Information ratio | 0.06 |
Univest Pennsylvania Volatility Alert
Univest Pennsylvania has relatively low volatility with skewness of 2.16 and kurtosis of 10.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Univest Pennsylvania'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 Univest Pennsylvania'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.Univest Pennsylvania Fundamentals Vs Peers
Comparing Univest Pennsylvania'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 Univest Pennsylvania's direct or indirect competition across all of the common fundamentals between Univest Pennsylvania and the related equities. This way, we can detect undervalued stocks with similar characteristics as Univest Pennsylvania or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Univest Pennsylvania's fundamental indicators could also be used in its relative valuation, which is a method of valuing Univest Pennsylvania by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Univest Pennsylvania to competition |
| Fundamentals | Univest Pennsylvania | Peer Average |
| Return On Equity | 0.087 | -0.31 |
| Return On Asset | 0.0091 | -0.14 |
| Profit Margin | 0.25 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | 825.86 M | 16.62 B |
| Shares Outstanding | 29.04 M | 571.82 M |
| Shares Owned By Insiders | 1.80 % | 10.09 % |
| Shares Owned By Institutions | 78.46 % | 39.21 % |
| Number Of Shares Shorted | 154.62 K | 4.71 M |
| Price To Earning | 11.33 X | 28.72 X |
| Price To Book | 1.04 X | 9.51 X |
| Price To Sales | 3.18 X | 11.42 X |
| Revenue | 286.05 M | 9.43 B |
| Gross Profit | 283.98 M | 27.38 B |
| EBITDA | (6.34 M) | 3.9 B |
| Net Income | 71.1 M | 570.98 M |
| Cash And Equivalents | 113.98 M | 2.7 B |
| Cash Per Share | 3.90 X | 5.01 X |
| Total Debt | 493.61 M | 5.32 B |
| Debt To Equity | 0.14 % | 48.70 % |
| Book Value Per Share | 30.16 X | 1.93 K |
| Cash Flow From Operations | 89.74 M | 971.22 M |
| Short Ratio | 1.78 X | 4.00 X |
| Earnings Per Share | 2.49 X | 3.12 X |
| Price To Earnings To Growth | 4.47 X | 4.89 X |
| Target Price | 28.17 | |
| Number Of Employees | 920 | 18.84 K |
| Beta | 0.86 | -0.15 |
| Market Capitalization | 916.3 M | 19.03 B |
| Total Asset | 7.78 B | 29.47 B |
| Retained Earnings | 474.69 M | 9.33 B |
| Annual Yield | 0.03 % | |
| Five Year Return | 3.30 % |
Note: Disposition of 3633 shares by Keim Michael S of Univest Pennsylvania at 19.68 subject to Rule 16b-3 [view details]
Univest Pennsylvania Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Univest . 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 Univest Pennsylvania Buy or Sell Advice
When is the right time to buy or sell Univest Pennsylvania? Buying financial instruments such as Univest 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
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Precious Metals
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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 Precious Metals Theme or any other thematic opportunities.
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Additional Tools for Univest Stock Analysis
When running Univest Pennsylvania's price analysis, check to measure Univest Pennsylvania'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 Univest Pennsylvania is operating at the current time. Most of Univest Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Univest Pennsylvania's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Univest Pennsylvania's price. Additionally, you may evaluate how the addition of Univest Pennsylvania to your portfolios can decrease your overall portfolio volatility.