Fidelis Insurance Holdings Stock Performance
| FIHL Stock | 20.66 0.08 0.39% |
On a scale of 0 to 100, Fidelis Insurance holds a performance score of 8. The firm shows a Beta (market volatility) of 1.06, which means a somewhat significant risk relative to the market. Fidelis Insurance returns are very sensitive to returns on the market. As the market goes up or down, Fidelis Insurance is expected to follow. Please check Fidelis Insurance's potential upside, rate of daily change, and the relationship between the sortino ratio and skewness , to make a quick decision on whether Fidelis Insurance's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Fidelis Insurance Holdings are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite quite weak technical indicators, Fidelis Insurance disclosed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.39 | Five Day Return 0.34 | Year To Date Return 67.56 | Ten Year Return 60.16 | All Time Return 60.16 |
Forward Dividend Yield 0.0194 | Payout Ratio 0.0932 | Forward Dividend Rate 0.4 | Dividend Date 2024-12-20 | Ex Dividend Date 2024-11-29 |
| Fidelis Insurance dividend paid on 30th of September 2024 | 09/30/2024 |
1 | Fidelis Insurance Holdings Ltd Shares Gap Down to 17.6 on Oct 7 | 10/07/2024 |
2 | Fidelis Insurance Holdings declares 0.10 dividend | 11/04/2024 |
3 | Hippo Holdings Inc. Reports Q3 Loss, Tops Revenue Estimates | 11/08/2024 |
4 | Fidelis Insurance Q3 Earnings How Key Metrics Compare to Wall Street Estimates | 11/12/2024 |
5 | Q3 2024 Fidelis Insurance Holdings Ltd Earnings Call Transcript | 11/14/2024 |
6 | Earnings Estimates Moving Higher for Fidelis Insurance Time to Buy | 11/19/2024 |
7 | What Makes Fidelis Insurance Holdings a Strong Momentum Stock Buy Now | 11/22/2024 |
| Begin Period Cash Flow | 1.4 B |
Fidelis |
Fidelis Insurance Relative Risk vs. Return Landscape
If you would invest 1,811 in Fidelis Insurance Holdings on August 31, 2024 and sell it today you would earn a total of 255.00 from holding Fidelis Insurance Holdings or generate 14.08% return on investment over 90 days. Fidelis Insurance Holdings is currently generating 0.2319% in daily expected returns and assumes 2.1394% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than Fidelis, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Fidelis Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelis Insurance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fidelis Insurance Holdings, and traders can use it to determine the average amount a Fidelis Insurance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1084
| Best Portfolio | Best Equity | |||
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| Small Returns | FIHL | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.14 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Fidelis Insurance is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelis Insurance by adding it to a well-diversified portfolio.
Fidelis Insurance Fundamentals Growth
Fidelis Stock prices reflect investors' perceptions of the future prospects and financial health of Fidelis Insurance, and Fidelis Insurance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelis Stock performance.
| Return On Equity | 0.19 | |||
| Return On Asset | 0.0261 | |||
| Profit Margin | 0.20 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 1.95 B | |||
| Shares Outstanding | 111.73 M | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 1.00 X | |||
| Revenue | 3.59 B | |||
| Gross Profit | 235.7 M | |||
| EBITDA | 2.08 B | |||
| Net Income | 2.13 B | |||
| Total Debt | 514.6 M | |||
| Book Value Per Share | 23.56 X | |||
| Cash Flow From Operations | 495.2 M | |||
| Earnings Per Share | 3.83 X | |||
| Market Capitalization | 2.31 B | |||
| Total Asset | 7.68 B | |||
| Retained Earnings | 436.6 M | |||
About Fidelis Insurance Performance
By examining Fidelis Insurance's fundamental ratios, stakeholders can obtain critical insights into Fidelis Insurance's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Fidelis Insurance is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.28 | 0.29 | |
| Return On Capital Employed | 0.41 | 0.43 | |
| Return On Assets | 0.28 | 0.29 | |
| Return On Equity | 0.87 | 0.91 |
Things to note about Fidelis Insurance performance evaluation
Checking the ongoing alerts about Fidelis Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fidelis Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelis Insurance has a poor financial position based on the latest SEC disclosures | |
| About 68.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: What Makes Fidelis Insurance Holdings a Strong Momentum Stock Buy Now |
- Analyzing Fidelis Insurance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelis Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Fidelis Insurance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelis Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelis Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fidelis Insurance's stock. These opinions can provide insight into Fidelis Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelis Insurance Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Is Property & Casualty Insurance 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 Fidelis Insurance. If investors know Fidelis 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 Fidelis Insurance 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 0.188 | Earnings Share 3.83 | Revenue Per Share 19.694 | Quarterly Revenue Growth 0.276 | Return On Assets 0.0261 |
The market value of Fidelis Insurance is measured differently than its book value, which is the value of Fidelis that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelis Insurance's value that differs from its market value or its book value, called intrinsic value, which is Fidelis Insurance'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 Fidelis Insurance's market value can be influenced by many factors that don't directly affect Fidelis Insurance'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 Fidelis Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelis Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelis Insurance'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.