Are retail investors purchasing 3D Systems (USA Stocks:DDD) or Desktop Metal?

Investors are closely watching 3D Systems (NYSE: DDD) as it faces a challenging landscape, highlighted by a quarterly revenue decline of 15% and a significant loss of 107.9M in free cash flow. Despite these hurdles, the stock shows potential with an estimated upside of 8.62% and a cash reserve of 331.6M, which could provide some cushion for future growth. The current price action indicates a slight downward trend, but the accumulation distribution suggests that some investors are still betting on a turnaround. As retail investors weigh their options against competitors like Desktop Metal (NYSE: DM), the decision will hinge on whether they believe 3D Systems can navigate its financial challenges effectively.

Main Ideas

When looking at 3D Systems and Desktop, it's interesting to see how market fluctuations impact their stock prices. By combining these two companies in your portfolio, you might reduce overall market risk. One strategy to consider is pair trading, where you take a long position in Desktop while shorting 3D Systems. For more details, check out our pair correlation module. Now, let’s dive into the numbers. 3D Systems has an asset utilization ratio of 49.79%. This means the company generates about $0.50 for every dollar of assets it has. A rising asset utilization ratio suggests that 3D Systems is becoming more efficient in using its assets for daily operations.
Published over three months ago
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Reviewed by Ellen Johnson

In the world of investing, the choices can often feel like navigating a maze. 3D Systems (NYSE: DDD) is currently attracting attention, especially as it competes with Desktop Metal (NYSE: DM). With a market cap of $327.3M and a revenue of $469.7M, the company is struggling with a negative operating margin of 39% and a diluted EPS of 2.68, indicating significant losses. Analysts have set a Wall Street target price of $4.90, while the stock trades around its 50-day moving average of $3.20. Despite these challenges, the overall consensus remains a 'Buy,' with potential upside reaching $8.49, reflecting some optimism among investors. However, with cash flow from operations showing a loss of $80.7M, it's crucial for retail investors to weigh these factors carefully before making a decision. Desktop Metal is bouncing back more quickly from its recent slump, with its stock rising by 1.85%, compared to 3D Systems, which saw a 6.12% increase. As more millennials enter the machinery sector, we’re looking closely at both 3D Systems and Desktop Metal as potential short-term trading opportunities. In this analysis, we’ll explore the competitive dynamics between DDD and Desktop, highlighting what sets them apart in this evolving market.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two entities, such as DDD or Nano is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

How important is 3D Systems's Liquidity

3D Systems financial leverage refers to using borrowed capital as a funding source to finance 3D Systems ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. 3D Systems financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to 3D Systems' owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of 3D Systems' financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between 3D Systems's total debt and its cash.

Correlation Between DDD and Nano Dimension

In general, Stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding 3D Systems together with similar or unrelated positions with a negative correlation. For example, you can also add Nano Dimension to your portfolio. If Nano Dimension is not perfectly correlated to 3D Systems it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When 3D Systems, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Are you currently holding both 3D Systems and Nano Dimension in your portfolio? Please note if you are using this as a pair-trade strategy between 3D Systems and Nano Dimension, watch out for correlation discrepancy over time. Relying on the historical price correlations and assuming that it will not change may lead to short-term losses. Please check pair correlation details between DDD and NNDM for more information.

Is 3D Systems valued correctly by the market?

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Now, let's check 3D Systems revenue. Based on the latest financial disclosure, 3D Systems reported 488.07 M of revenue.
This is 88.02% lower than that of the Machinery sector and significantly higher than that of the Industrials industry. The revenue for all United States stocks is 94.83% higher than that of 3D Systems. As for Desktop Metal we see revenue of 189.7 M, which is much higher than that of the Industrials
DDD488.07 Million
Sector0.0
Desktop189.7 Million
488.1 M
DDD
Sector
189.7 M
Desktop
In the world of investing, timing and choice can make all the difference. Retail investors are currently weighing the merits of 3D Systems (NYSE: DDD) against Desktop Metal (NYSE: DM). 3D Systems has faced challenges, reporting losses with an EBITDA of 69.6 million and a current EPS estimate of -0.15 for the current year. Despite these hurdles, the stock trades at a price-to-earnings ratio of 5.29 and has a Wall Street target price of 4.90, suggesting potential upside. With a current ratio of 5.52, the company appears to have a solid liquidity position, but the high probability of bankruptcy at 62.03% raises concerns for cautious investors..

3D Systems to recuperate in September

3D Systems is currently navigating some tough waters, with its risk-adjusted performance at -0.05, hinting that investors should prepare for a possible dip in stock price. However, as September nears, there are signs of a potential turnaround. The company’s cutting-edge technology and increasing market demand could set the stage for recovery, making it a stock worth keeping an eye on for those seeking a rebound. With low volatility, indicated by a skewness of 1.05 and kurtosis of 2.63, understanding market trends can help investors time their moves. High volatility during bear markets can affect 3D Systems' stock price, often leading investors to adjust their portfolios as they react to falling prices.

Our Bottom Line On 3D Systems

Although some other firms in the computer hardware industry are either recovering or due for a correction, DDD may not be as strong as the others in terms of longer-term growth potentials. With a somewhat neutral outlook on your 90 days horizon, it may be better to hold off any trading activity and neither purchase new shares of DDD nor exit your existing holdings in the Stock. It seems the expected volatility has not yet been fully factored into the current price. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to 3D Systems.

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Rifka Kats do not own shares of 3D Systems. Please refer to our Terms of Use for any information regarding our disclosure principles.

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