Medallion Financial Corp Stock Five Year Return
| MFIN Stock | USD 9.57 0.07 0.74% |
Medallion Financial Corp fundamentals help investors to digest information that contributes to Medallion Financial's financial success or failures. It also enables traders to predict the movement of Medallion Stock. The fundamental analysis module provides a way to measure Medallion Financial's 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 Medallion Financial stock.
Medallion | Five Year Return |
Medallion Financial Corp Company Five Year Return Analysis
Medallion Financial's 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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Medallion Financial Five Year Return | 10.62 % |
Most of Medallion Financial's 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, Medallion Financial Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Medallion Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Medallion Financial is extremely important. It helps to project a fair market value of Medallion Stock properly, considering its historical fundamentals such as Five Year Return. Since Medallion Financial's 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 Medallion Financial's 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 Medallion Financial's interrelated accounts and indicators.
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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Medallion Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Medallion Financial Corp has a Five Year Return of 10.62%. This is much higher than that of the Consumer Finance sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.
Medallion Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Medallion Financial's 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 Medallion Financial could also be used in its relative valuation, which is a method of valuing Medallion Financial by comparing valuation metrics of similar companies.Medallion Financial is currently under evaluation in five year return category among its peers.
Medallion Financial Current Valuation Drivers
We derive many important indicators used in calculating different scores of Medallion Financial from analyzing Medallion Financial's financial statements. These drivers represent accounts that assess Medallion Financial's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Medallion Financial's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 177.0M | 119.8M | 142.7M | 168.4M | 221.7M | 188.8M | |
| Enterprise Value | 334.7M | 259.8M | 247.2M | 295.5M | 422.2M | 523.1M |
Medallion Financial 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, Medallion Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Medallion Financial's managers, analysts, and investors.Environmental | Governance | Social |
Medallion Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0342 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.49 % | ||||
| Current Valuation | 2.49 B | ||||
| Shares Outstanding | 23.07 M | ||||
| Shares Owned By Insiders | 21.73 % | ||||
| Shares Owned By Institutions | 37.38 % | ||||
| Number Of Shares Shorted | 1.09 M | ||||
| Price To Earning | 3.24 X | ||||
| Price To Book | 0.60 X | ||||
| Price To Sales | 0.75 X | ||||
| Revenue | 264.06 M | ||||
| Gross Profit | 176.09 M | ||||
| EBITDA | 104.74 M | ||||
| Net Income | 61.13 M | ||||
| Cash And Equivalents | 126.33 M | ||||
| Cash Per Share | 5.38 X | ||||
| Total Debt | 253.06 M | ||||
| Debt To Equity | 4.68 % | ||||
| Current Ratio | 65.88 X | ||||
| Book Value Per Share | 16.32 X | ||||
| Cash Flow From Operations | 113.76 M | ||||
| Short Ratio | 23.10 X | ||||
| Earnings Per Share | 1.69 X | ||||
| Price To Earnings To Growth | 0.41 X | ||||
| Target Price | 12.0 | ||||
| Number Of Employees | 169 | ||||
| Beta | 2.12 | ||||
| Market Capitalization | 219.14 M | ||||
| Total Asset | 2.59 B | ||||
| Retained Earnings | 103.88 M | ||||
| Annual Yield | 0.05 % | ||||
| Five Year Return | 10.62 % | ||||
| Net Asset | 2.59 B | ||||
| Last Dividend Paid | 0.4 |
About Medallion Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Medallion Financial Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Medallion Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Medallion Financial Corp 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.
Pair Trading with Medallion Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Medallion Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Medallion Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Medallion Stock
| 0.85 | AC | Associated Capital | PairCorr |
| 0.89 | GS | Goldman Sachs Group Fiscal Year End 21st of January 2025 | PairCorr |
| 0.73 | MC | Moelis Potential Growth | PairCorr |
| 0.95 | SF | Stifel Financial Earnings Call This Week | PairCorr |
| 0.71 | TW | Tradeweb Markets Normal Trading | PairCorr |
Moving against Medallion Stock
The ability to find closely correlated positions to Medallion Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Medallion Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Medallion Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Medallion Financial Corp to buy it.
The correlation of Medallion Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Medallion Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Medallion Financial Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Medallion Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Medallion Financial Piotroski F Score and Medallion Financial Altman Z Score analysis. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Consumer Finance 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 Medallion Financial. If investors know Medallion 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 Medallion Financial 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 (0.23) | Dividend Share 0.4 | Earnings Share 1.69 | Revenue Per Share 12.982 | Quarterly Revenue Growth 0.097 |
The market value of Medallion Financial Corp is measured differently than its book value, which is the value of Medallion that is recorded on the company's balance sheet. Investors also form their own opinion of Medallion Financial's value that differs from its market value or its book value, called intrinsic value, which is Medallion Financial'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 Medallion Financial's market value can be influenced by many factors that don't directly affect Medallion Financial'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 Medallion Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Medallion Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Medallion Financial'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.