Is Willdan Stock a Good Investment?

Willdan Investment Advice

WLDN

To provide specific investment advice or recommendations on Willdan Group stock, we recommend investors consider the following general factors when evaluating Willdan Group. This will help you to make an informed decision on whether to include Willdan in one of your diversified portfolios:

Examine Willdan'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 Willdan's leadership team and their track record. Good management can help Willdan navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Research & Consulting Services space and any emerging trends that could impact Willdan's business and its evolving consumer preferences.
Compare Willdan's performance and market position to its competitors. Analyze how Willdan is positioned in terms of product offerings, innovation, and market share.
Check if Willdan pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Willdan'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 Willdan 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 Willdan Group is a good investment.

Sell

Buy

Hold

Willdan Group trade recommendation module can be used to check and cross-verify current trade advice provided by analysts examining the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Willdan Group is not overpriced, please check out all Willdan Group fundamentals, including its price to sales, book value per share, working capital, as well as the relationship between the cash and equivalents and number of employees . Given that Willdan Group has a number of shares shorted of 426.65 K, we strongly advise you to confirm Willdan Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevalent risk tolerance and investing horizon.

Market Performance	Modest	Details
Volatility	Very steady	Details
Hype Condition	Over hyped	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Willdan Stock

Researching Willdan'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 80.0% of the company outstanding shares are owned by institutional investors. The book value of Willdan was at this time reported as 15.87. The company has Price/Earnings (P/E) ratio of 133.59. Willdan Group had not issued any dividends in recent years.

To determine if Willdan 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 Willdan's research are outlined below:

	Willdan Group has a strong financial position based on the latest SEC filings
	Over 80.0% of the company outstanding shares are owned by institutional investors
	Latest headline from zacks.com: Has Futu Holdings Outpaced Other Business Services Stocks This Year

Willdan Quarterly Liabilities And Stockholders Equity

447.25 Million

Willdan 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 Willdan 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 Willdan'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.

	14th of March 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	14th of March 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 Willdan'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 Willdan's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2013-11-07	2013-09-30	0.1	0.11	0.01	10
2013-08-08	2013-06-30	0.1	0.09	-0.01	10
2017-03-09	2016-12-31	0.16	0.18	0.02	12
2016-05-05	2016-03-31	0.11	0.13	0.02	18
2009-05-14	2009-03-31	-0.04	-0.06	-0.02	50
2022-05-05	2022-03-31	0.1	0.07	-0.03	30
2016-03-10	2015-12-31	0.08	0.05	-0.03	37
2013-03-26	2012-12-31	0.01	0.04	0.03	300

Know Willdan's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Willdan is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Willdan Group backward and forwards among themselves. Willdan's institutional investor refers to the entity that pools money to purchase Willdan'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
State Street Corp	2024-06-30	234.1 K
Morgan Stanley - Brokerage Accounts	2024-06-30	209.6 K
Rock Point Advisors, Llc	2024-09-30	203.4 K
Rbf Llc	2024-06-30	188.6 K
Northern Trust Corp	2024-09-30	174.7 K
Essex Investment Management Company, Llc	2024-09-30	155.8 K
Bard Associates Inc	2024-09-30	135.3 K
Renaissance Technologies Corp	2024-09-30	121.9 K
Millennium Management Llc	2024-06-30	104.3 K
Amundi	2024-06-30	1.6 M
Blackrock Inc	2024-06-30	918.4 K

Note, although Willdan's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Willdan's market capitalization trends

The company currently falls under 'Small-Cap' category with a current market capitalization of 602.57 M.

Market Cap

414.4 Million

Willdan's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	(0.04)	(0.04)
Return On Capital Employed	(0.03)	(0.03)
Return On Assets	(0.02)	(0.02)
Return On Equity	(0.05)	(0.04)

The company has Profit Margin (PM) of 0.04 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.05 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.05.

Determining Willdan's profitability involves analyzing its financial statements and using various financial metrics to determine if Willdan is a good buy. For example, gross profit margin measures Willdan'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 Willdan's profitability and make more informed investment decisions.

Evaluate Willdan's management efficiency

Willdan Group has return on total asset (ROA) of 0.0475 % which means that it generated a profit of $0.0475 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1104 %, meaning that it created $0.1104 on every $100 dollars invested by stockholders. Willdan's management efficiency ratios could be used to measure how well Willdan 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 -0.04. In addition to that, Return On Capital Employed is likely to grow to -0.03. At this time, Willdan's Deferred Long Term Asset Charges is very stable compared to the past year. As of the 25th of November 2024, Intangibles To Total Assets is likely to grow to 0.49, while Intangible Assets are likely to drop about 19.5 M.

	Last Reported	Projected for Next Year
Book Value Per Share	14.39	15.11
Tangible Book Value Per Share	(0.29)	(0.28)
Enterprise Value Over EBITDA	63.35	66.52
Price Book Value Ratio	2.45	2.45
Enterprise Value Multiple	63.35	66.52
Price Fair Value	2.45	2.45
Enterprise Value	13.3 M	20.7 M

Management at Willdan Group focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.

Beta

1.391

Basic technical analysis of Willdan Stock

As of the 25th of November, Willdan maintains the Downside Deviation of 2.46, mean deviation of 1.71, and Market Risk Adjusted Performance of 0.3941. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Willdan Group, as well as the relationship between them.

Willdan'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 Willdan insiders, such as employees or executives, is commonly permitted as long as it does not rely on Willdan'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 Willdan 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.

		Michael Bieber over two weeks ago Disposition of 1804 shares by Michael Bieber of Willdan at 13.49 subject to Rule 16b-3
		Thomas Brisbin over three months ago Acquisition by Thomas Brisbin of 13648 shares of Willdan subject to Rule 16b-3
		Michael Bieber over three months ago Disposition of 6000 shares by Michael Bieber of Willdan at 13.49 subject to Rule 16b-3
		Michael Bieber over three months ago Disposition of 9209 shares by Michael Bieber of Willdan at 13.49 subject to Rule 16b-3
		Michael Bieber over three months ago Disposition of 12000 shares by Michael Bieber of Willdan at 13.49 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 188230 shares by Forager Fund, L.p. of Willdan at 29.9345 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 10131 shares by Forager Fund, L.p. of Willdan at 34.3251 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 460 shares by Forager Fund, L.p. of Willdan at 29.2788 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 5000 shares by Forager Fund, L.p. of Willdan at 29.8989 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 6642 shares by Forager Fund, L.p. of Willdan at 29.3961 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 1100 shares by Forager Fund, L.p. of Willdan at 30.5652 subject to Rule 16b-3
		Forager Fund, L.p. over three months ago Disposition of 10000 shares by Forager Fund, L.p. of Willdan at 30.2324 subject to Rule 16b-3

Willdan's Outstanding Corporate Bonds

Willdan 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. Willdan Group 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 Willdan bonds can be classified according to their maturity, which is the date when Willdan 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.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	US96926GAC78 Corp Bond US96926GAC78	View
	William Carter 5625 Corp Bond US96926JAC18	View
	MGM Resorts International Corp Bond US552953CD18	View
	AerCap Global Aviation Corp Bond US00773HAA59	View

View All Willdan Corporate Bonds

Understand Willdan's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Willdan'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	0.0933
	Market Risk Adjusted Performance	0.3941
	Mean Deviation	1.71
	Semi Deviation	2.01
	Downside Deviation	2.46
	Coefficient Of Variation	886.75
	Standard Deviation	2.42
	Variance	5.85
	Information Ratio	0.0587
	Jensen Alpha	0.1801
	Total Risk Alpha	(0.12)
	Sortino Ratio	0.0577
	Treynor Ratio	0.3841
	Maximum Drawdown	15.77
	Value At Risk	(3.34)
	Potential Upside	4.14
	Downside Variance	6.06
	Semi Variance	4.05
	Expected Short fall	(1.69)
	Skewness	0.2162
	Kurtosis	2.57

	Risk Adjusted Performance	0.0933
	Market Risk Adjusted Performance	0.3941
	Mean Deviation	1.71
	Semi Deviation	2.01
	Downside Deviation	2.46
	Coefficient Of Variation	886.75
	Standard Deviation	2.42
	Variance	5.85
	Information Ratio	0.0587
	Jensen Alpha	0.1801
	Total Risk Alpha	(0.12)
	Sortino Ratio	0.0577
	Treynor Ratio	0.3841
	Maximum Drawdown	15.77
	Value At Risk	(3.34)
	Potential Upside	4.14
	Downside Variance	6.06
	Semi Variance	4.05
	Expected Short fall	(1.69)
	Skewness	0.2162
	Kurtosis	2.57

Consider Willdan's intraday indicators

Willdan 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 Willdan 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	5979.31
	Daily Balance Of Power	0.2023
	Rate Of Daily Change	1.01
	Day Median Price	43.53
	Day Typical Price	43.35
	Price Action Indicator	(0.34)
	Period Momentum Indicator	0.35
	Relative Strength Index	44.79

Willdan Corporate Filings

8K	18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	12th 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	View Verify
13A	7th of November 2024 An amended filing to the original Schedule 13G	View Verify
10Q	1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify

Willdan time-series forecasting models is one of many Willdan's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Willdan's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Willdan Stock media impact

Far too much social signal, news, headlines, and media speculation about Willdan that are available to investors today. That information is available publicly through Willdan media outlets and privately through word of mouth or via Willdan internal channels. However, regardless of the origin, that massive amount of Willdan 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 Willdan 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 Willdan 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 Willdan's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Willdan alpha.

Willdan Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Willdan 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.

Willdan Corporate Management

Michael Bieber	Sr. VP of Corporate Devel.	Profile
Albert CPA	Vice Relations	Profile
Micah JD	Executive Counsel	Profile
Micah Chen	Executive Counsel	Profile
Daniel PE	Advisor	Profile

Already Invested in Willdan Group?

The danger of trading Willdan Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Willdan is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Willdan. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Willdan Group is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether Willdan Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Willdan's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Willdan Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Willdan Group Stock: