Formula Systems 1985 Stock Five Year Return

FORTY Stock

USD 80.20 2.53 3.06%

Formula Systems 1985 fundamentals help investors to digest information that contributes to Formula Systems' financial success or failures. It also enables traders to predict the movement of Formula Stock. The fundamental analysis module provides a way to measure Formula Systems' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Formula Systems stock.

Short Long Term Debt Total Total Assets

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Formula Systems 1985 Company Five Year Return Analysis

Formula Systems' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Formula Systems Five Year Return

1.41 %

Most of Formula Systems' fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Formula Systems 1985 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Formula Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Formula Systems is extremely important. It helps to project a fair market value of Formula Stock properly, considering its historical fundamentals such as Five Year Return. Since Formula Systems' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Formula Systems' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Formula Systems' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Long Term Debt	Good Will	Property Plant Equipment	Current Deferred Revenue	Treasury Stock	Net Tangible Assets	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.82	0.96	0.92	0.95	0.98	0.6	1.0	0.99	0.98	0.87	0.86	0.84	0.97	0.92	0.99	0.42	-0.94	0.81	-0.74	0.8	0.88	0.83	0.93	0.89	0.75
Total Stockholder Equity	0.82		0.82	0.8	0.7	0.77	0.31	0.82	0.77	0.77	0.78	0.86	0.87	0.76	0.69	0.79	0.51	-0.81	0.82	-0.75	0.69	0.84	0.81	0.77	0.75	0.29
Net Debt	0.96	0.82		0.88	0.88	0.96	0.51	0.97	0.94	0.94	0.85	0.89	0.87	0.94	0.87	0.94	0.46	-0.92	0.84	-0.74	0.76	0.89	0.81	0.87	0.79	0.69
Retained Earnings	0.92	0.8	0.88		0.89	0.89	0.67	0.89	0.89	0.88	0.66	0.88	0.7	0.84	0.81	0.88	0.44	-0.86	0.73	-0.79	0.6	0.71	0.74	0.82	0.8	0.74
Accounts Payable	0.95	0.7	0.88	0.89		0.96	0.74	0.94	0.97	0.96	0.77	0.72	0.68	0.91	0.92	0.95	0.28	-0.83	0.68	-0.58	0.83	0.81	0.83	0.94	0.9	0.82
Net Receivables	0.98	0.77	0.96	0.89	0.96		0.61	0.98	0.99	0.98	0.87	0.82	0.82	0.97	0.9	0.97	0.4	-0.91	0.8	-0.68	0.83	0.87	0.82	0.91	0.85	0.75
Short Term Investments	0.6	0.31	0.51	0.67	0.74	0.61		0.56	0.64	0.64	0.35	0.42	0.19	0.57	0.69	0.59	-0.02	-0.46	0.36	-0.29	0.45	0.44	0.63	0.59	0.62	0.78
Total Liab	1.0	0.82	0.97	0.89	0.94	0.98	0.56		0.99	0.98	0.89	0.85	0.86	0.97	0.93	0.99	0.4	-0.93	0.81	-0.72	0.83	0.9	0.84	0.94	0.9	0.73
Total Current Assets	0.99	0.77	0.94	0.89	0.97	0.99	0.64	0.99		0.99	0.87	0.81	0.82	0.97	0.94	0.98	0.32	-0.92	0.79	-0.68	0.84	0.88	0.85	0.95	0.91	0.77
Short Term Debt	0.98	0.77	0.94	0.88	0.96	0.98	0.64	0.98	0.99		0.85	0.79	0.8	0.95	0.95	0.98	0.3	-0.89	0.76	-0.65	0.87	0.88	0.87	0.96	0.9	0.77
Intangible Assets	0.87	0.78	0.85	0.66	0.77	0.87	0.35	0.89	0.87	0.85		0.74	0.91	0.94	0.77	0.86	0.32	-0.9	0.88	-0.66	0.82	0.9	0.75	0.81	0.77	0.45
Common Stock	0.86	0.86	0.89	0.88	0.72	0.82	0.42	0.85	0.81	0.79	0.74		0.82	0.81	0.7	0.81	0.56	-0.88	0.82	-0.84	0.55	0.75	0.68	0.71	0.67	0.53
Long Term Debt	0.84	0.87	0.87	0.7	0.68	0.82	0.19	0.86	0.82	0.8	0.91	0.82		0.84	0.71	0.82	0.42	-0.91	0.92	-0.78	0.73	0.91	0.73	0.76	0.7	0.33
Good Will	0.97	0.76	0.94	0.84	0.91	0.97	0.57	0.97	0.97	0.95	0.94	0.81	0.84		0.88	0.96	0.37	-0.94	0.84	-0.7	0.81	0.88	0.79	0.88	0.85	0.7
Property Plant Equipment	0.92	0.69	0.87	0.81	0.92	0.9	0.69	0.93	0.94	0.95	0.77	0.7	0.71	0.88		0.95	0.15	-0.8	0.63	-0.53	0.85	0.88	0.91	0.97	0.95	0.81
Current Deferred Revenue	0.99	0.79	0.94	0.88	0.95	0.97	0.59	0.99	0.98	0.98	0.86	0.81	0.82	0.96	0.95		0.36	-0.9	0.75	-0.66	0.84	0.89	0.87	0.96	0.94	0.76
Treasury Stock	0.42	0.51	0.46	0.44	0.28	0.4	-0.02	0.4	0.32	0.3	0.32	0.56	0.42	0.37	0.15	0.36		-0.38	0.38	-0.43	0.12	0.25	0.19	0.2	0.19	0.15
Net Tangible Assets	-0.94	-0.81	-0.92	-0.86	-0.83	-0.91	-0.46	-0.93	-0.92	-0.89	-0.9	-0.88	-0.91	-0.94	-0.8	-0.9	-0.38		-0.93	0.88	-0.67	-0.85	-0.71	-0.8	-0.76	-0.6
Deferred Long Term Liab	0.81	0.82	0.84	0.73	0.68	0.8	0.36	0.81	0.79	0.76	0.88	0.82	0.92	0.84	0.63	0.75	0.38	-0.93		-0.85	0.61	0.84	0.67	0.65	0.6	0.33
Long Term Investments	-0.74	-0.75	-0.74	-0.79	-0.58	-0.68	-0.29	-0.72	-0.68	-0.65	-0.66	-0.84	-0.78	-0.7	-0.53	-0.66	-0.43	0.88	-0.85		-0.32	-0.59	-0.47	-0.54	-0.51	-0.38
Short Long Term Debt	0.8	0.69	0.76	0.6	0.83	0.83	0.45	0.83	0.84	0.87	0.82	0.55	0.73	0.81	0.85	0.84	0.12	-0.67	0.61	-0.32		0.88	0.87	0.91	0.85	0.51
Long Term Debt Total	0.88	0.84	0.89	0.71	0.81	0.87	0.44	0.9	0.88	0.88	0.9	0.75	0.91	0.88	0.88	0.89	0.25	-0.85	0.84	-0.59	0.88		0.93	0.89	0.85	0.49
Capital Surpluse	0.83	0.81	0.81	0.74	0.83	0.82	0.63	0.84	0.85	0.87	0.75	0.68	0.73	0.79	0.91	0.87	0.19	-0.71	0.67	-0.47	0.87	0.93		0.91	0.91	0.56
Net Invested Capital	0.93	0.77	0.87	0.82	0.94	0.91	0.59	0.94	0.95	0.96	0.81	0.71	0.76	0.88	0.97	0.96	0.2	-0.8	0.65	-0.54	0.91	0.89	0.91		0.97	0.71
Net Working Capital	0.89	0.75	0.79	0.8	0.9	0.85	0.62	0.9	0.91	0.9	0.77	0.67	0.7	0.85	0.95	0.94	0.19	-0.76	0.6	-0.51	0.85	0.85	0.91	0.97		0.71
Capital Stock	0.75	0.29	0.69	0.74	0.82	0.75	0.78	0.73	0.77	0.77	0.45	0.53	0.33	0.7	0.81	0.76	0.15	-0.6	0.33	-0.38	0.51	0.49	0.56	0.71	0.71

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Formula Return On Tangible Assets

Return On Tangible Assets

0.0394

At this time, Formula Systems' Return On Tangible Assets are fairly stable compared to the past year.

According to the company disclosure, Formula Systems 1985 has a Five Year Return of 1.41%. This is much higher than that of the IT Services sector and significantly higher than that of the Information Technology industry. The five year return for all United States stocks is notably lower than that of the firm.

Formula Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Formula Systems' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Formula Systems could also be used in its relative valuation, which is a method of valuing Formula Systems by comparing valuation metrics of similar companies.

Formula Systems is currently under evaluation in five year return category among its peers.

Formula Systems Current Valuation Drivers

We derive many important indicators used in calculating different scores of Formula Systems from analyzing Formula Systems' financial statements. These drivers represent accounts that assess Formula Systems' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Formula Systems' important valuation drivers and their relationship over time.

		2019	2020	2021	2022	2023	2024 (projected)
Market Cap		1.0B	1.3B	1.9B	1.1B	1.1B	1.1B

Formula Systems ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Formula Systems' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Formula Systems' managers, analysts, and investors.

Environmental

Governance

Social

Formula Fundamentals

	Return On Equity	0.13
	Return On Asset	0.0567
	Profit Margin	0.03 %
	Operating Margin	0.1 %
	Current Valuation	1.47 B
	Shares Outstanding	15.33 M
	Shares Owned By Institutions	12.67 %
	Number Of Shares Shorted	1.74 K
	Price To Earning	27.39 X
	Price To Book	1.92 X
	Price To Sales	0.48 X
	Revenue	2.62 B
	Gross Profit	622.47 M
	EBITDA	371.23 M
	Net Income	165.73 M
	Cash And Equivalents	451.47 M
	Cash Per Share	29.52 X
	Total Debt	669.99 M
	Debt To Equity	0.57 %
	Current Ratio	1.32 X
	Book Value Per Share	42.08 X
	Cash Flow From Operations	294.97 M
	Short Ratio	3.91 X
	Earnings Per Share	4.32 X
	Number Of Employees	21.9 K
	Beta	0.45
	Market Capitalization	1.27 B
	Total Asset	2.81 B
	Retained Earnings	475.22 M
	Working Capital	390.19 M
	Current Asset	357.48 M
	Current Liabilities	211.81 M
	Annual Yield	0.02 %
	Five Year Return	1.41 %
	Net Asset	2.81 B
	Last Dividend Paid	1.27

About Formula Systems Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Formula Systems 1985's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Formula Systems using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Formula Systems 1985 based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Formula Stock Analysis

When running Formula Systems' price analysis, check to measure Formula Systems' 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 Formula Systems is operating at the current time. Most of Formula Systems' value examination focuses on studying past and present price action to predict the probability of Formula Systems' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Formula Systems' price. Additionally, you may evaluate how the addition of Formula Systems to your portfolios can decrease your overall portfolio volatility.

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