Investcorp Credit Management Stock Performance
| ICMB Stock | USD 3.06 0.01 0.33% |
Investcorp Credit has a performance score of 3 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.056, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Investcorp Credit's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investcorp Credit is expected to be smaller as well. Investcorp Credit right now retains a risk of 1.49%. Please check out Investcorp Credit skewness, day typical price, and the relationship between the downside variance and daily balance of power , to decide if Investcorp Credit will be following its current trending patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Investcorp Credit Management are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong primary indicators, Investcorp Credit is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
Five Day Return 0.33 | Year To Date Return 0.66 | Ten Year Return (73.16) | All Time Return (80.58) |
Forward Dividend Yield 0.1611 | Payout Ratio | Last Split Factor 1007:1000 | Forward Dividend Rate 0.48 | Dividend Date 2025-01-08 |
1 | Investcorp Credit Management BDC, Inc. Schedules Earnings Release for First Quarter Ended September 30, 2024 | 11/01/2024 |
| Investcorp Credit dividend paid on 6th of November 2024 | 11/06/2024 |
2 | Acquisition by Investcorp Bdc Holdings Ltd of 3080 shares of Investcorp Credit at 4.7255 subject to Rule 16b-3 | 11/08/2024 |
3 | Investcorp Credit Management BDC, Inc. Announces Financial Results for the Quarter Ended September 30, 2024, and Quarterly Distribution | 11/13/2024 |
4 | Investcorp Credit Management BDC, Inc. Q1 2025 Earnings Call Transcript | 11/14/2024 |
5 | Investcorp Credit Management BDC Inc Q1 2025 Earnings Call Highlights Strong NAV Growth ... | 11/19/2024 |
6 | Acquisition by Investcorp Bdc Holdings Ltd of 2023 shares of Investcorp Credit at 7.1049 subject to Rule 16b-3 | 12/06/2024 |
7 | Insider Buying Suhail Shaikh Acquires Shares of Investcorp Credit Management BDC Inc | 12/11/2024 |
8 | Acquisition by Suhail Shaikh of 2500 shares of Investcorp Credit at 3.2075 subject to Rule 16b-3 | 12/16/2024 |
| Investcorp Credit dividend paid on 20th of December 2024 | 12/20/2024 |
9 | Investcorp Europe Navigates Management Shift and Nasdaq Delisting - Yahoo Finance | 12/24/2024 |
| Investcorp Credit dividend paid on 8th of January 2025 | 01/08/2025 |
10 | Acquisition by Investcorp Bdc Holdings Ltd of 2814 shares of Investcorp Credit at 4.1186 subject to Rule 16b-3 | 01/16/2025 |
| Begin Period Cash Flow | 9.2 M |
Investcorp |
Investcorp Credit Relative Risk vs. Return Landscape
If you would invest 293.00 in Investcorp Credit Management on October 25, 2024 and sell it today you would earn a total of 11.00 from holding Investcorp Credit Management or generate 3.75% return on investment over 90 days. Investcorp Credit Management is currently generating 0.0722% in daily expected returns and assumes 1.4925% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than Investcorp, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Investcorp Credit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investcorp Credit's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Investcorp Credit Management, and traders can use it to determine the average amount a Investcorp Credit'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 = 0.0484
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | ICMB | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.49 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Investcorp Credit is performing at about 3% 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 Investcorp Credit by adding it to a well-diversified portfolio.
Investcorp Credit Fundamentals Growth
Investcorp Stock prices reflect investors' perceptions of the future prospects and financial health of Investcorp Credit, and Investcorp Credit 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 Investcorp Stock performance.
| Return On Equity | -0.0503 | |||
| Return On Asset | 0.0475 | |||
| Profit Margin | (0.17) % | |||
| Operating Margin | 0.66 % | |||
| Current Valuation | 151.29 M | |||
| Shares Outstanding | 14.41 M | |||
| Price To Earning | 19.72 X | |||
| Price To Book | 0.55 X | |||
| Price To Sales | 1.85 X | |||
| Revenue | 20.28 M | |||
| Gross Profit | 23.88 M | |||
| EBITDA | 18.73 M | |||
| Net Income | (4.09 M) | |||
| Cash And Equivalents | 2.55 M | |||
| Cash Per Share | 0.18 X | |||
| Total Debt | 106.22 M | |||
| Debt To Equity | 1.57 % | |||
| Current Ratio | 2.10 X | |||
| Book Value Per Share | 5.21 X | |||
| Cash Flow From Operations | 37.06 M | |||
| Earnings Per Share | 0.30 X | |||
| Market Capitalization | 44.23 M | |||
| Total Asset | 192.24 M | |||
| Retained Earnings | (128.11 M) | |||
About Investcorp Credit Performance
By analyzing Investcorp Credit's fundamental ratios, stakeholders can gain valuable insights into Investcorp Credit's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Investcorp Credit has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Investcorp Credit has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.4 K | 1.5 K | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | 0.08 | 0.08 | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.06) | (0.06) |
Things to note about Investcorp Credit performance evaluation
Checking the ongoing alerts about Investcorp Credit for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investcorp Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investcorp Credit has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 20.28 M. Net Loss for the year was (4.09 M) with profit before overhead, payroll, taxes, and interest of 23.88 M. | |
| Investcorp Credit has a strong financial position based on the latest SEC filings | |
| About 26.0% of the company shares are held by company insiders | |
| On 8th of January 2025 Investcorp Credit paid $ 0.12 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Investcorp Bdc Holdings Ltd of 2814 shares of Investcorp Credit at 4.1186 subject to Rule 16b-3 |
- Analyzing Investcorp Credit'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 Investcorp Credit's stock is overvalued or undervalued compared to its peers.
- Examining Investcorp Credit'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 Investcorp Credit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investcorp Credit's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investcorp Credit's stock. These opinions can provide insight into Investcorp Credit's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Investcorp Stock analysis
When running Investcorp Credit's price analysis, check to measure Investcorp Credit'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 Investcorp Credit is operating at the current time. Most of Investcorp Credit's value examination focuses on studying past and present price action to predict the probability of Investcorp Credit's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investcorp Credit's price. Additionally, you may evaluate how the addition of Investcorp Credit to your portfolios can decrease your overall portfolio volatility.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |