Is Brightsphere Investment Stock a Good Investment?
Brightsphere Investment Investment Advice | BSIG |
- Examine Brightsphere Investment's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Brightsphere Investment's leadership team and their track record. Good management can help Brightsphere Investment navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Brightsphere Investment's business and its evolving consumer preferences.
- Compare Brightsphere Investment's performance and market position to its competitors. Analyze how Brightsphere Investment is positioned in terms of product offerings, innovation, and market share.
- Check if Brightsphere Investment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Brightsphere Investment's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Brightsphere Investment Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Brightsphere Investment Group is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Brightsphere Investment Stock
Researching Brightsphere Investment's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 0.46. Brightsphere Investment last dividend was issued on the 13th of December 2024.
To determine if Brightsphere Investment is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Brightsphere Investment's research are outlined below:
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 27th of September 2024 Brightsphere Investment paid $ 0.01 per share dividend to its current shareholders | |
| Latest headline from news.google.com: BrightSphere Investment Group Is Up 6.64 percent in One Week What You Should Know - MSN |
Brightsphere Investment Quarterly Long Term Debt |
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Brightsphere Investment uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Brightsphere Investment Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Brightsphere Investment's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 1st of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Brightsphere Investment's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Brightsphere Investment's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2021-04-29 | 2021-03-31 | 0.38 | 0.34 | -0.04 | 10 | ||
2020-05-07 | 2020-03-31 | 0.36 | 0.4 | 0.04 | 11 | ||
2017-08-03 | 2017-06-30 | 0.38 | 0.42 | 0.04 | 10 | ||
2020-10-29 | 2020-09-30 | 0.42 | 0.47 | 0.05 | 11 | ||
2019-02-07 | 2018-12-31 | 0.38 | 0.43 | 0.05 | 13 | ||
2018-05-03 | 2018-03-31 | 0.45 | 0.5 | 0.05 | 11 | ||
2021-07-29 | 2021-06-30 | 0.34 | 0.4 | 0.06 | 17 | ||
2020-08-06 | 2020-06-30 | 0.35 | 0.41 | 0.06 | 17 |
Know Brightsphere Investment's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Brightsphere Investment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Brightsphere Investment Group backward and forwards among themselves. Brightsphere Investment's institutional investor refers to the entity that pools money to purchase Brightsphere Investment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 821.9 K | Geode Capital Management, Llc | 2024-06-30 | 618.4 K | Nuveen Asset Management, Llc | 2024-06-30 | 560.8 K | Victory Capital Management Inc. | 2024-09-30 | 524.3 K | Charles Schwab Investment Management Inc | 2024-09-30 | 516 K | Arrowstreet Capital Limited Partnership | 2024-06-30 | 414.2 K | Amvescap Plc. | 2024-06-30 | 390.9 K | Systematic Alpha Investments, Llc | 2024-06-30 | 370.1 K | Two Sigma Advisers, Llc | 2024-06-30 | 370.1 K | Paulson & Company Inc | 2024-09-30 | 9 M | Blackrock Inc | 2024-06-30 | 5.2 M |
Brightsphere Investment's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.13 B.Market Cap |
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Brightsphere Investment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.11 | 0.10 | |
| Return On Capital Employed | 0.17 | 0.11 | |
| Return On Assets | 0.11 | 0.08 | |
| Return On Equity | 1.64 | 1.72 |
Determining Brightsphere Investment's profitability involves analyzing its financial statements and using various financial metrics to determine if Brightsphere Investment is a good buy. For example, gross profit margin measures Brightsphere Investment's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Brightsphere Investment's profitability and make more informed investment decisions.
Brightsphere Investment's Earnings Breakdown by Geography
Evaluate Brightsphere Investment's management efficiency
Brightsphere Investment has return on total asset (ROA) of 0.1305 % which means that it generated a profit of $0.1305 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.5109 %, meaning that it created $0.5109 on every $100 dollars invested by stockholders. Brightsphere Investment's management efficiency ratios could be used to measure how well Brightsphere Investment manages its routine affairs as well as how well it operates its assets and liabilities. The Brightsphere Investment's current Return On Equity is estimated to increase to 1.72, while Return On Tangible Assets are projected to decrease to 0.1. The current Total Assets is estimated to decrease to about 580.8 M. The current Non Current Assets Total is estimated to decrease to about 301.8 M| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.19 | 1.13 | |
| Tangible Book Value Per Share | 0.70 | 0.67 | |
| Enterprise Value Over EBITDA | 7.48 | 9.45 | |
| Price Book Value Ratio | 19.78 | 20.77 | |
| Enterprise Value Multiple | 7.48 | 9.45 | |
| Price Fair Value | 19.78 | 20.77 | |
| Enterprise Value | 993.7 M | 1.7 B |
The operational strategies employed by Brightsphere Investment management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Dividend Yield 0.0013 | Forward Dividend Yield 0.0013 | Forward Dividend Rate 0.04 | Beta 1.421 |
Basic technical analysis of Brightsphere Stock
As of the 22nd of November, Brightsphere Investment shows the Mean Deviation of 1.42, downside deviation of 1.81, and Risk Adjusted Performance of 0.1664. Brightsphere Investment technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Brightsphere Investment variance, as well as the relationship between the maximum drawdown and semi variance to decide if Brightsphere Investment is priced correctly, providing market reflects its regular price of 30.53 per share. Given that Brightsphere Investment has jensen alpha of 0.2436, we suggest you to validate Brightsphere Investment Group's prevailing market performance to make sure the company can sustain itself at a future point.Brightsphere Investment's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Brightsphere Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on Brightsphere Investment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Brightsphere Investment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Brightsphere Investment's Outstanding Corporate Bonds
Brightsphere Investment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Brightsphere Investment uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Brightsphere bonds can be classified according to their maturity, which is the date when Brightsphere Investment Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Brightsphere Investment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Brightsphere Investment's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1664 | |||
| Market Risk Adjusted Performance | 0.2203 | |||
| Mean Deviation | 1.42 | |||
| Semi Deviation | 1.29 | |||
| Downside Deviation | 1.81 | |||
| Coefficient Of Variation | 470.37 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.91 | |||
| Information Ratio | 0.1643 | |||
| Jensen Alpha | 0.2436 | |||
| Total Risk Alpha | 0.1861 | |||
| Sortino Ratio | 0.1799 | |||
| Treynor Ratio | 0.2103 | |||
| Maximum Drawdown | 9.55 | |||
| Value At Risk | (3.01) | |||
| Potential Upside | 3.12 | |||
| Downside Variance | 3.26 | |||
| Semi Variance | 1.67 | |||
| Expected Short fall | (1.57) | |||
| Skewness | 0.4068 | |||
| Kurtosis | 1.79 |
| Risk Adjusted Performance | 0.1664 | |||
| Market Risk Adjusted Performance | 0.2203 | |||
| Mean Deviation | 1.42 | |||
| Semi Deviation | 1.29 | |||
| Downside Deviation | 1.81 | |||
| Coefficient Of Variation | 470.37 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.91 | |||
| Information Ratio | 0.1643 | |||
| Jensen Alpha | 0.2436 | |||
| Total Risk Alpha | 0.1861 | |||
| Sortino Ratio | 0.1799 | |||
| Treynor Ratio | 0.2103 | |||
| Maximum Drawdown | 9.55 | |||
| Value At Risk | (3.01) | |||
| Potential Upside | 3.12 | |||
| Downside Variance | 3.26 | |||
| Semi Variance | 1.67 | |||
| Expected Short fall | (1.57) | |||
| Skewness | 0.4068 | |||
| Kurtosis | 1.79 |
Consider Brightsphere Investment's intraday indicators
Brightsphere Investment intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Brightsphere Investment stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Brightsphere Investment Corporate Filings
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F4 | 13th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Brightsphere Stock media impact
Far too much social signal, news, headlines, and media speculation about Brightsphere Investment that are available to investors today. That information is available publicly through Brightsphere media outlets and privately through word of mouth or via Brightsphere internal channels. However, regardless of the origin, that massive amount of Brightsphere data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Brightsphere Investment news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Brightsphere Investment relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Brightsphere Investment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Brightsphere Investment alpha.
Brightsphere Investment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Brightsphere Investment can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Brightsphere Investment Corporate Management
| Richard JD | Chief VP | Profile | |
| Elie Sugarman | Head Devel | Profile | |
| Trevedi Tewari | Head Ireland | Profile | |
| Olivier CFA | Head Business | Profile | |
| Andrew Kim | Independent Director | Profile | |
| Robert Campbell | Head Technology | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brightsphere Investment Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Is Asset Management & Custody Banks 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 Brightsphere Investment. If investors know Brightsphere 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 Brightsphere Investment 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 (0.02) | Dividend Share 0.04 | Earnings Share 1.65 | Revenue Per Share 12.087 | Quarterly Revenue Growth 0.147 |
The market value of Brightsphere Investment is measured differently than its book value, which is the value of Brightsphere that is recorded on the company's balance sheet. Investors also form their own opinion of Brightsphere Investment's value that differs from its market value or its book value, called intrinsic value, which is Brightsphere Investment'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 Brightsphere Investment's market value can be influenced by many factors that don't directly affect Brightsphere Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Brightsphere Investment's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Brightsphere Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brightsphere Investment'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.