Willdan Group Stock Five Year Return
| WLDN Stock | USD 41.76 0.61 1.44% |
Willdan Group fundamentals help investors to digest information that contributes to Willdan's financial success or failures. It also enables traders to predict the movement of Willdan Stock. The fundamental analysis module provides a way to measure Willdan'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 Willdan stock.
Willdan | Five Year Return |
Willdan Group Company Five Year Return Analysis
Willdan'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% |
Willdan Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Willdan is extremely important. It helps to project a fair market value of Willdan Stock properly, considering its historical fundamentals such as Five Year Return. Since Willdan'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 Willdan'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 Willdan'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.
| Competition |
Willdan Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Willdan Group has a Five Year Return of 0.0%. This indicator is about the same for the Professional Services average (which is currently at 0.0) sector and about the same as Industrials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Willdan Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Willdan'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 Willdan could also be used in its relative valuation, which is a method of valuing Willdan by comparing valuation metrics of similar companies.Willdan is currently under evaluation in five year return category among its peers.
Willdan 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, Willdan's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Willdan's managers, analysts, and investors.Environmental | Governance | Social |
Willdan Fundamentals
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0475 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.05 % | |||
| Current Valuation | 647.37 M | |||
| Shares Outstanding | 14.12 M | |||
| Shares Owned By Insiders | 6.61 % | |||
| Shares Owned By Institutions | 80.46 % | |||
| Number Of Shares Shorted | 426.65 K | |||
| Price To Earning | 133.59 X | |||
| Price To Book | 2.63 X | |||
| Price To Sales | 1.02 X | |||
| Revenue | 510.1 M | |||
| Gross Profit | 143.58 M | |||
| EBITDA | 38.51 M | |||
| Net Income | 10.93 M | |||
| Cash And Equivalents | 5.81 M | |||
| Cash Per Share | 0.44 X | |||
| Total Debt | 114.1 M | |||
| Debt To Equity | 0.73 % | |||
| Current Ratio | 1.42 X | |||
| Book Value Per Share | 15.87 X | |||
| Cash Flow From Operations | 39.21 M | |||
| Short Ratio | 2.10 X | |||
| Earnings Per Share | 1.64 X | |||
| Target Price | 55.0 | |||
| Number Of Employees | 1.62 K | |||
| Beta | 1.39 | |||
| Market Capitalization | 590.14 M | |||
| Total Asset | 415.59 M | |||
| Retained Earnings | 14.58 M | |||
| Working Capital | 77.34 M | |||
| Current Asset | 50.52 M | |||
| Current Liabilities | 28.02 M | |||
| Net Asset | 415.59 M |
About Willdan Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Willdan Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Willdan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Willdan Group 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 Willdan
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 Willdan 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 Willdan will appreciate offsetting losses from the drop in the long position's value.Moving together with Willdan Stock
Moving against Willdan Stock
| 0.84 | DLHC | DLH Holdings Corp Fiscal Year End 4th of December 2024 | PairCorr |
| 0.67 | VCIG | VCI Global Limited | PairCorr |
| 0.38 | VLTO | Veralto | PairCorr |
The ability to find closely correlated positions to Willdan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Willdan 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 Willdan - 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 Willdan Group to buy it.
The correlation of Willdan 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 Willdan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Willdan Group 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 Willdan 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 Willdan Piotroski F Score and Willdan Altman Z Score analysis. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Is Research & Consulting Services 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 Willdan. If investors know Willdan 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 Willdan 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 3.636 | Earnings Share 1.64 | Revenue Per Share 42.175 | Quarterly Revenue Growth 0.192 | Return On Assets 0.0475 |
The market value of Willdan Group is measured differently than its book value, which is the value of Willdan that is recorded on the company's balance sheet. Investors also form their own opinion of Willdan's value that differs from its market value or its book value, called intrinsic value, which is Willdan'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 Willdan's market value can be influenced by many factors that don't directly affect Willdan'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 Willdan's value and its price as these two are different measures arrived at by different means. Investors typically determine if Willdan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willdan'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.