The Stephan Co Stock Five Year Return
| SPCODelisted Stock | USD 1.64 0.06 3.53% |
The Stephan Co fundamentals help investors to digest information that contributes to Stephan's financial success or failures. It also enables traders to predict the movement of Stephan Pink Sheet. The fundamental analysis module provides a way to measure Stephan'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 Stephan pink sheet.
Stephan |
The Stephan Co Company Five Year Return Analysis
Stephan'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% |
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.
CompetitionAccording to the company disclosure, The Stephan Co has a Five Year Return of 0.0%. This indicator is about the same for the Personal Products average (which is currently at 0.0) sector and about the same as Consumer Staples (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Stephan Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Stephan's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the pink sheets which would be a good addition to a portfolio. Peer analysis of Stephan could also be used in its relative valuation, which is a method of valuing Stephan by comparing valuation metrics of similar companies.Stephan is currently under evaluation in five year return category among its peers.
Stephan Fundamentals
| Return On Equity | -0.82 | ||||
| Return On Asset | -0.3 | ||||
| Profit Margin | (0.92) % | ||||
| Operating Margin | (0.60) % | ||||
| Current Valuation | 6.51 M | ||||
| Shares Outstanding | 3.8 M | ||||
| Shares Owned By Institutions | 0.02 % | ||||
| Price To Earning | (0.62) X | ||||
| Price To Book | 2.18 X | ||||
| Price To Sales | 0.43 X | ||||
| Revenue | 7.93 M | ||||
| Gross Profit | (1.07 M) | ||||
| EBITDA | (9.19 M) | ||||
| Net Income | 655 K | ||||
| Cash And Equivalents | 3.65 M | ||||
| Cash Per Share | 0.90 X | ||||
| Total Debt | 118 K | ||||
| Debt To Equity | 0.01 % | ||||
| Current Ratio | 4.17 X | ||||
| Book Value Per Share | 2.56 X | ||||
| Cash Flow From Operations | 573 K | ||||
| Earnings Per Share | (3.56) X | ||||
| Number Of Employees | 95 | ||||
| Beta | 0.33 | ||||
| Market Capitalization | 6.97 M | ||||
| Total Asset | 3.97 M | ||||
| Retained Earnings | (14.39 M) | ||||
| Working Capital | 1.49 M | ||||
| Current Asset | 1.89 M | ||||
| Current Liabilities | 407 K | ||||
| Z Score | 25.6 | ||||
| Annual Yield | 0.17 % | ||||
| Net Asset | 3.97 M | ||||
| Last Dividend Paid | 0.04 |
About Stephan Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Stephan Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Stephan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Stephan Co 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 Stephan
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 Stephan 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 Stephan will appreciate offsetting losses from the drop in the long position's value.Moving against Stephan Pink Sheet
| 0.59 | CL | Colgate Palmolive Fiscal Year End 24th of January 2025 | PairCorr |
| 0.58 | WALDW | Waldencast Acquisition | PairCorr |
| 0.55 | UL | Unilever PLC ADR | PairCorr |
| 0.5 | UG | United Guardian | PairCorr |
| 0.46 | EL | Estee Lauder Companies | PairCorr |
The ability to find closely correlated positions to Stephan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stephan 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 Stephan - 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 The Stephan Co to buy it.
The correlation of Stephan 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 Stephan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Stephan 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 Stephan 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 World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Consideration for investing in Stephan Pink Sheet
If you are still planning to invest in The Stephan check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Stephan's history and understand the potential risks before investing.
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