Is Penumbra Stock a Good Investment?
Penumbra Investment Advice | PEN |
- Examine Penumbra'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 Penumbra's leadership team and their track record. Good management can help Penumbra navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Health Care Equipment & Supplies space and any emerging trends that could impact Penumbra's business and its evolving consumer preferences.
- Compare Penumbra's performance and market position to its competitors. Analyze how Penumbra is positioned in terms of product offerings, innovation, and market share.
- Check if Penumbra pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Penumbra'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 Penumbra 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 Penumbra is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Penumbra Stock
Researching Penumbra'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 94.0% of the company shares are owned by institutional investors. The company has Price/Earnings (P/E) ratio of 191.13. Penumbra had not issued any dividends in recent years. The entity had 10:1 split on the 16th of November 2014.
To determine if Penumbra 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 Penumbra's research are outlined below:
| Penumbra is unlikely to experience financial distress in the next 2 years | |
| Penumbra has a very strong financial position based on the latest SEC filings | |
| Over 94.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Penumbra, Inc. to Present at the Piper Sandler 36th Annual Healthcare Conference |
Penumbra Quarterly Cost Of Revenue |
|
Penumbra 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 Penumbra. 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 Penumbra'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.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd 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 Penumbra'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 Penumbra's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2017-02-28 | 2016-12-31 | -0.09 | -0.08 | 0.01 | 11 | ||
2020-02-25 | 2019-12-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2017-08-08 | 2017-06-30 | -0.03 | -0.05 | -0.02 | 66 | ||
2022-08-04 | 2022-06-30 | -0.03 | 0.01 | 0.04 | 133 | ||
2021-11-03 | 2021-09-30 | 0.16 | 0.12 | -0.04 | 25 | ||
2021-08-09 | 2021-06-30 | 0.17 | 0.21 | 0.04 | 23 | ||
2017-11-07 | 2017-09-30 | -0.06 | -0.02 | 0.04 | 66 | ||
2016-11-03 | 2016-09-30 | -0.08 | -0.04 | 0.04 | 50 |
Know Penumbra's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Penumbra is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Penumbra backward and forwards among themselves. Penumbra's institutional investor refers to the entity that pools money to purchase Penumbra'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 | Congress Asset Management Company, Llp | 2024-09-30 | 637.6 K | Baillie Gifford & Co Limited. | 2024-09-30 | 591.8 K | Capital World Investors | 2024-09-30 | 544 K | Goldman Sachs Group Inc | 2024-06-30 | 485 K | T. Rowe Price Investment Management,inc. | 2024-09-30 | 479.6 K | Citadel Advisors Llc | 2024-09-30 | 412 K | Thrivent Financial For Lutherans | 2024-09-30 | 368.3 K | Braidwell Lp | 2024-09-30 | 361.4 K | Norges Bank | 2024-06-30 | 344.8 K | Fmr Inc | 2024-09-30 | 5.9 M | Blackrock Inc | 2024-06-30 | 4.3 M |
Penumbra's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 9.4 B.Market Cap |
|
Penumbra's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.08 | 0.08 |
Determining Penumbra's profitability involves analyzing its financial statements and using various financial metrics to determine if Penumbra is a good buy. For example, gross profit margin measures Penumbra'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 Penumbra's profitability and make more informed investment decisions.
Penumbra's Earnings Breakdown by Geography
Evaluate Penumbra's management efficiency
Penumbra has Return on Asset of 0.0333 % which means that on every $100 spent on assets, it made $0.0333 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0313 %, implying that it generated $0.0313 on every 100 dollars invested. Penumbra's management efficiency ratios could be used to measure how well Penumbra manages its routine affairs as well as how well it operates its assets and liabilities. As of the 25th of November 2024, Return On Tangible Assets is likely to grow to 0.07. Also, Return On Capital Employed is likely to grow to 0.06. At this time, Penumbra's Return On Assets are very stable compared to the past year. As of the 25th of November 2024, Asset Turnover is likely to grow to 0.88, while Other Assets are likely to drop about 47.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 30.70 | 32.24 | |
| Tangible Book Value Per Share | 24.21 | 25.42 | |
| Enterprise Value Over EBITDA | 86.84 | 82.50 | |
| Price Book Value Ratio | 8.19 | 8.60 | |
| Enterprise Value Multiple | 86.84 | 82.50 | |
| Price Fair Value | 8.19 | 8.60 | |
| Enterprise Value | 9.7 B | 10.2 B |
Penumbra benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Beta 0.514 |
Basic technical analysis of Penumbra Stock
As of the 25th of November, Penumbra holds the Risk Adjusted Performance of 0.1181, semi deviation of 1.94, and Coefficient Of Variation of 689.6. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Penumbra, as well as the relationship between them.Penumbra'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 Penumbra insiders, such as employees or executives, is commonly permitted as long as it does not rely on Penumbra'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 Penumbra 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.
Penumbra's Outstanding Corporate Bonds
Penumbra 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. Penumbra 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 Penumbra bonds can be classified according to their maturity, which is the date when Penumbra 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Penumbra's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Penumbra'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 | 0.1181 | |||
| Market Risk Adjusted Performance | 0.8528 | |||
| Mean Deviation | 1.79 | |||
| Semi Deviation | 1.94 | |||
| Downside Deviation | 2.07 | |||
| Coefficient Of Variation | 689.6 | |||
| Standard Deviation | 2.45 | |||
| Variance | 5.98 | |||
| Information Ratio | 0.0915 | |||
| Jensen Alpha | 0.2953 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.1083 | |||
| Treynor Ratio | 0.8428 | |||
| Maximum Drawdown | 12.89 | |||
| Value At Risk | (2.90) | |||
| Potential Upside | 4.63 | |||
| Downside Variance | 4.28 | |||
| Semi Variance | 3.78 | |||
| Expected Short fall | (2.14) | |||
| Skewness | 0.4902 | |||
| Kurtosis | 1.81 |
| Risk Adjusted Performance | 0.1181 | |||
| Market Risk Adjusted Performance | 0.8528 | |||
| Mean Deviation | 1.79 | |||
| Semi Deviation | 1.94 | |||
| Downside Deviation | 2.07 | |||
| Coefficient Of Variation | 689.6 | |||
| Standard Deviation | 2.45 | |||
| Variance | 5.98 | |||
| Information Ratio | 0.0915 | |||
| Jensen Alpha | 0.2953 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.1083 | |||
| Treynor Ratio | 0.8428 | |||
| Maximum Drawdown | 12.89 | |||
| Value At Risk | (2.90) | |||
| Potential Upside | 4.63 | |||
| Downside Variance | 4.28 | |||
| Semi Variance | 3.78 | |||
| Expected Short fall | (2.14) | |||
| Skewness | 0.4902 | |||
| Kurtosis | 1.81 |
Consider Penumbra's intraday indicators
Penumbra 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 Penumbra 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.
| Accumulation Distribution | 10109.16 | |||
| Daily Balance Of Power | (0.03) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 246.87 | |||
| Day Typical Price | 246.14 | |||
| Price Action Indicator | (2.27) | |||
| Period Momentum Indicator | (0.16) | |||
| Relative Strength Index | 72.22 |
Penumbra Corporate Filings
F4 | 22nd 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 |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 31st of May 2024 Other Reports | ViewVerify |
Penumbra Stock media impact
Far too much social signal, news, headlines, and media speculation about Penumbra that are available to investors today. That information is available publicly through Penumbra media outlets and privately through word of mouth or via Penumbra internal channels. However, regardless of the origin, that massive amount of Penumbra 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 Penumbra 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 Penumbra 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 Penumbra's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Penumbra alpha.
Penumbra Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Penumbra 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.
Penumbra Historical Investor Sentiment
Investor biases related to Penumbra's public news can be used to forecast risks associated with an investment in Penumbra. The trend in average sentiment can be used to explain how an investor holding Penumbra can time the market purely based on public headlines and social activities around Penumbra. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Penumbra's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Penumbra and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Penumbra news discussions. The higher the estimate score, the more favorable the investor's outlook on Penumbra.
Penumbra Corporate Directors
| Harpreet Grewal | Independent Director | Profile | |
| Surbhi Sarna | Independent Director | Profile | |
| Don Kassing | Presiding Independent Director | Profile | |
| Bridget ORourke | Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Penumbra. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in Penumbra Stock, please use our How to Invest in Penumbra guide.You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Health Care Equipment & Supplies 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 Penumbra. If investors know Penumbra 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 Penumbra 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 2.261 | Earnings Share 0.88 | Revenue Per Share 30.081 | Quarterly Revenue Growth 0.111 | Return On Assets 0.0333 |
The market value of Penumbra is measured differently than its book value, which is the value of Penumbra that is recorded on the company's balance sheet. Investors also form their own opinion of Penumbra's value that differs from its market value or its book value, called intrinsic value, which is Penumbra'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 Penumbra's market value can be influenced by many factors that don't directly affect Penumbra'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 Penumbra's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Penumbra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Penumbra'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.