Is Xcel Brands Stock a Good Investment?
Xcel Brands Investment Advice | XELB |
- Examine Xcel Brands' 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 Xcel Brands' leadership team and their track record. Good management can help Xcel Brands navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Specialty Retail space and any emerging trends that could impact Xcel Brands' business and its evolving consumer preferences.
- Compare Xcel Brands' performance and market position to its competitors. Analyze how Xcel Brands is positioned in terms of product offerings, innovation, and market share.
- Check if Xcel Brands pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Xcel Brands' 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 Xcel Brands 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 Xcel Brands is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very risky | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Quite High | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Xcel Brands Stock
Researching Xcel Brands' 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 41.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.32. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Xcel Brands has Price/Earnings To Growth (PEG) ratio of 0.25. The entity recorded a loss per share of 0.89. The firm had not issued any dividends in recent years. Xcel Brands had 31:16137 split on the 29th of September 2011.
To determine if Xcel Brands 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 Xcel Brands' research are outlined below:
| Xcel Brands generated a negative expected return over the last 90 days | |
| Xcel Brands has some characteristics of a very speculative penny stock | |
| Xcel Brands has high historical volatility and very poor performance | |
| Xcel Brands has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 17.75 M. Net Loss for the year was (21.05 M) with profit before overhead, payroll, taxes, and interest of 17.8 M. | |
| Xcel Brands currently holds about 10.87 M in cash with (6.54 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.55, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Xcel Brands has a frail financial position based on the latest SEC disclosures | |
| Roughly 41.0% of the company outstanding shares are owned by insiders | |
| Latest headline from zacks.com: Costco Beats Q1 Earnings and Revenue Estimates |
Xcel Brands Quarterly Accounts Payable |
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Xcel Brands 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 Xcel Brands. 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 Xcel Brands' 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.
| 15th of April 2024 Upcoming Quarterly Report | View | |
| 16th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of April 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 Xcel Brands' 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 Xcel Brands' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2019-08-08 | 2019-06-30 | 0.06 | 0.05 | -0.01 | 16 | ||
2017-11-09 | 2017-09-30 | 0.1 | 0.09 | -0.01 | 10 | ||
2017-08-09 | 2017-06-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2017-05-09 | 2017-03-31 | 0.05 | 0.06 | 0.01 | 20 | ||
2017-03-21 | 2016-12-31 | 0.02 | 0.01 | -0.01 | 50 | ||
2016-05-09 | 2016-03-31 | 0.06 | 0.07 | 0.01 | 16 | ||
2014-11-14 | 2014-09-30 | 0.02 | 0.01 | -0.01 | 50 | ||
2022-11-14 | 2022-09-30 | -0.19 | -0.17 | 0.02 | 10 |
Know Xcel Brands' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Xcel Brands is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Xcel Brands backward and forwards among themselves. Xcel Brands' institutional investor refers to the entity that pools money to purchase Xcel Brands' 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 | Two Sigma Securities, Llc | 2024-09-30 | 10.9 K | State Street Corp | 2024-09-30 | 10.8 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 7 K | Tower Research Capital Llc | 2024-09-30 | 6.6 K | Coppell Advisory Solutions Llc | 2024-09-30 | 124 | Bank Of America Corp | 2024-09-30 | 97.0 | Jpmorgan Chase & Co | 2024-09-30 | 34.0 | Wells Fargo & Co | 2024-06-30 | 0.0 | Ubs Group Ag | 2024-09-30 | 0.0 | Summit Trail Advisors, Llc | 2024-09-30 | 2.2 M | Awm Investment Company Inc | 2024-09-30 | 769.2 K |
Xcel Brands' market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 12.78 M.Market Cap |
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Xcel Brands' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.70) | (0.73) | |
| Return On Capital Employed | (0.30) | (0.28) | |
| Return On Assets | (0.29) | (0.31) | |
| Return On Equity | (0.42) | (0.44) |
Determining Xcel Brands' profitability involves analyzing its financial statements and using various financial metrics to determine if Xcel Brands is a good buy. For example, gross profit margin measures Xcel Brands' 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 Xcel Brands' profitability and make more informed investment decisions.
Please note, the presentation of Xcel Brands' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Xcel Brands' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Xcel Brands' management manipulating its earnings.
Evaluate Xcel Brands' management efficiency
Xcel Brands has return on total asset (ROA) of (0.1306) % which means that it has lost $0.1306 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.3588) %, meaning that it created substantial loss on money invested by shareholders. Xcel Brands' management efficiency ratios could be used to measure how well Xcel Brands manages its routine affairs as well as how well it operates its assets and liabilities. As of December 17, 2024, Return On Tangible Assets is expected to decline to -0.73. The current year's Return On Capital Employed is expected to grow to -0.28. At present, Xcel Brands' Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 818.7 K, whereas Total Assets are forecasted to decline to about 69.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 2.44 | 2.32 | |
| Tangible Book Value Per Share | 0.34 | 0.35 | |
| Enterprise Value Over EBITDA | (2.37) | (2.25) | |
| Price Book Value Ratio | 0.51 | 0.53 | |
| Enterprise Value Multiple | (2.37) | (2.25) | |
| Price Fair Value | 0.51 | 0.53 | |
| Enterprise Value | 32.4 M | 25.4 M |
The decision-making processes within Xcel Brands are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 1.345 |
Basic technical analysis of Xcel Stock
As of the 17th of December 2024, Xcel Brands maintains the Standard Deviation of 3.0, mean deviation of 2.06, and Market Risk Adjusted Performance of (0.82). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Xcel Brands, as well as the relationship between them.Xcel Brands' 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 Xcel Brands insiders, such as employees or executives, is commonly permitted as long as it does not rely on Xcel Brands' 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 Xcel Brands 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.
Xcel Brands' Outstanding Corporate Bonds
Xcel Brands 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. Xcel Brands 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 Xcel bonds can be classified according to their maturity, which is the date when Xcel Brands 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 Xcel Brands' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Xcel Brands' 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 | (0.09) | |||
| Market Risk Adjusted Performance | (0.82) | |||
| Mean Deviation | 2.06 | |||
| Coefficient Of Variation | (729.44) | |||
| Standard Deviation | 3.0 | |||
| Variance | 8.97 | |||
| Information Ratio | (0.17) | |||
| Jensen Alpha | (0.46) | |||
| Total Risk Alpha | (0.73) | |||
| Treynor Ratio | (0.83) | |||
| Maximum Drawdown | 13.1 | |||
| Value At Risk | (4.55) | |||
| Potential Upside | 4.41 | |||
| Skewness | (0.71) | |||
| Kurtosis | 4.28 |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (0.82) | |||
| Mean Deviation | 2.06 | |||
| Coefficient Of Variation | (729.44) | |||
| Standard Deviation | 3.0 | |||
| Variance | 8.97 | |||
| Information Ratio | (0.17) | |||
| Jensen Alpha | (0.46) | |||
| Total Risk Alpha | (0.73) | |||
| Treynor Ratio | (0.83) | |||
| Maximum Drawdown | 13.1 | |||
| Value At Risk | (4.55) | |||
| Potential Upside | 4.41 | |||
| Skewness | (0.71) | |||
| Kurtosis | 4.28 |
Consider Xcel Brands' intraday indicators
Xcel Brands 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 Xcel Brands 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.
Xcel Brands time-series forecasting models is one of many Xcel Brands' 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 Xcel Brands' 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.
Xcel Stock media impact
Far too much social signal, news, headlines, and media speculation about Xcel Brands that are available to investors today. That information is available publicly through Xcel media outlets and privately through word of mouth or via Xcel internal channels. However, regardless of the origin, that massive amount of Xcel 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 Xcel Brands 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 Xcel Brands 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 Xcel Brands' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Xcel Brands alpha.
Xcel Brands Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Xcel Brands 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.
Xcel Brands Corporate Management
| Seth Burroughs | Executive VP of Bus. Devel. and Treasury and Secretary | Profile | |
| Lori Shea | VP Operations | Profile | |
| Judith Berk | Chief Licensing | Profile | |
| Ken Downing | Chief Officer | Profile |
Already Invested in Xcel Brands?
The danger of trading Xcel Brands 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 Xcel Brands 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 Xcel Brands. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Xcel Brands 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 Xcel Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Xcel Brands' 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 Xcel Brands Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Xcel Brands Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Xcel Brands. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. For information on how to trade Xcel Stock refer to our How to Trade Xcel Stock guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Is Specialty Retail 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 Xcel Brands. If investors know Xcel 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 Xcel Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.89) | Revenue Per Share 0.483 | Quarterly Revenue Growth (0.56) | Return On Assets (0.13) | Return On Equity (0.36) |
The market value of Xcel Brands is measured differently than its book value, which is the value of Xcel that is recorded on the company's balance sheet. Investors also form their own opinion of Xcel Brands' value that differs from its market value or its book value, called intrinsic value, which is Xcel Brands' 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 Xcel Brands' market value can be influenced by many factors that don't directly affect Xcel Brands' 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 Xcel Brands' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Xcel Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xcel Brands' 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.