Uwharrie Capital Corp Stock Buy Hold or Sell Recommendation
| UWHR Stock | USD 8.40 0.15 1.82% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Uwharrie Capital Corp is 'Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Uwharrie Capital Corp given historical horizon and risk tolerance towards Uwharrie Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Uwharrie Capital Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Uwharrie Capital 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. Note, we conduct extensive research on individual companies such as Uwharrie and provide practical buy, sell, or hold advice based on investors' constraints. Uwharrie Capital Corp. Also, note that the market value of any otc stock could be closely tied with the direction of predictive economic indicators such as signals in rate.
Uwharrie |
Execute Uwharrie Capital Buy or Sell Advice
The Uwharrie recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Uwharrie Capital Corp. Macroaxis does not own or have any residual interests in Uwharrie Capital Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Uwharrie Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Uwharrie Capital Trading Alerts and Improvement Suggestions
| Uwharrie Capital Corp currently holds about 123.16 M in cash with (3.55 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 17.77, which can makes it an attractive takeover target, given it will continue generating positive cash flow. |
Uwharrie Capital Returns Distribution Density
The distribution of Uwharrie Capital's historical returns is an attempt to chart the uncertainty of Uwharrie Capital's future price movements. The chart of the probability distribution of Uwharrie Capital daily returns describes the distribution of returns around its average expected value. We use Uwharrie Capital Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Uwharrie Capital returns is essential to provide solid investment advice for Uwharrie Capital.
| Mean Return | 0.11 | Value At Risk | -1.52 | Potential Upside | 2.88 | Standard Deviation | 1.36 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Uwharrie Capital 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.
Uwharrie Capital 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 Uwharrie Capital 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 Uwharrie Capital's price will be affected by overall otc 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 Uwharrie otc'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 | 0.11 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 1.38 | |
Ir | Information ratio | -0.01 |
Uwharrie Capital Volatility Alert
Uwharrie Capital Corp has relatively low volatility with skewness of 1.32 and kurtosis of 8.24. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Uwharrie Capital's otc stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Uwharrie Capital's otc 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.Uwharrie Capital Fundamentals Vs Peers
Comparing Uwharrie Capital'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 Uwharrie Capital's direct or indirect competition across all of the common fundamentals between Uwharrie Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Uwharrie Capital or determine the otc stocks which would be an excellent addition to an existing portfolio. Peer analysis of Uwharrie Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Uwharrie Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Uwharrie Capital to competition |
| Fundamentals | Uwharrie Capital | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.0067 | -0.14 |
| Profit Margin | 0.16 % | (1.27) % |
| Operating Margin | 0.26 % | (5.51) % |
| Current Valuation | (36.51 M) | 16.62 B |
| Shares Outstanding | 7.1 M | 571.82 M |
| Shares Owned By Insiders | 10.93 % | 10.09 % |
| Price To Earning | 7.10 X | 28.72 X |
| Price To Book | 2.50 X | 9.51 X |
| Price To Sales | 1.42 X | 11.42 X |
| Revenue | 43.85 M | 9.43 B |
| Gross Profit | 45.96 M | 27.38 B |
| Net Income | 9.52 M | 570.98 M |
| Cash And Equivalents | 123.16 M | 2.7 B |
| Cash Per Share | 17.77 X | 5.01 X |
| Total Debt | 29.53 M | 5.32 B |
| Debt To Equity | 11.29 % | 48.70 % |
| Book Value Per Share | 3.08 X | 1.93 K |
| Cash Flow From Operations | (3.55 M) | 971.22 M |
| Earnings Per Share | 0.88 X | 3.12 X |
| Number Of Employees | 178 | 18.84 K |
| Beta | -0.23 | -0.15 |
| Market Capitalization | 47.24 M | 19.03 B |
| Total Asset | 939.68 M | 29.47 B |
| Retained Earnings | 11.89 M | 9.33 B |
| Z Score | 0.6 | 8.72 |
| Net Asset | 939.68 M |
Uwharrie Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Uwharrie . 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 8.4 | |||
| Day Typical Price | 8.4 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 | |||
| Relative Strength Index | 70.0 |
About Uwharrie Capital Buy or Sell Advice
When is the right time to buy or sell Uwharrie Capital Corp? Buying financial instruments such as Uwharrie OTC 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 Uwharrie Capital 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?
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Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites Theme or any other thematic opportunities.
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Additional Tools for Uwharrie OTC Stock Analysis
When running Uwharrie Capital's price analysis, check to measure Uwharrie Capital'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 Uwharrie Capital is operating at the current time. Most of Uwharrie Capital's value examination focuses on studying past and present price action to predict the probability of Uwharrie Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Uwharrie Capital's price. Additionally, you may evaluate how the addition of Uwharrie Capital to your portfolios can decrease your overall portfolio volatility.