First Business Financial Stock Performance
| FBIZ Stock | USD 51.47 0.99 1.96% |
On a scale of 0 to 100, First Business holds a performance score of 8. The firm shows a Beta (market volatility) of 2.33, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, First Business will likely underperform. Please check First Business' potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to make a quick decision on whether First Business' price patterns will revert.
Risk-Adjusted Performance
8 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in First Business Financial are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak forward indicators, First Business showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.32 | Five Day Return 4.62 | Year To Date Return 28.97 | Ten Year Return 135.57 | All Time Return 301.19 |
Forward Dividend Yield 0.0198 | Payout Ratio 0.2146 | Last Split Factor 2:1 | Forward Dividend Rate 1 | Dividend Date 2024-11-20 |
1 | Disposition of 1690 shares by David Seiler of First Business at 29.13 subject to Rule 16b-3 | 09/06/2024 |
2 | Acquisition by Crampton Kevin D of 660 shares of First Business subject to Rule 16b-3 | 09/13/2024 |
| First Business dividend paid on 16th of September 2024 | 09/16/2024 |
3 | Disposition of 1150 shares by Lorenz William Kent of First Business at 42.7893 subject to Rule 16b-3 | 09/19/2024 |
4 | First Business Financial Services Inc Shares Gap Down to 44.18 on Oct 1 | 10/01/2024 |
5 | What To Expect From First Business Financial Services Inc Q3 2024 Earnings | 10/24/2024 |
6 | First Business Financial Services declares 0.25 dividend | 10/28/2024 |
7 | Acquisition by Sanders Carol P of 102 shares of First Business at 44.7 subject to Rule 16b-3 | 10/30/2024 |
8 | First business financial director Carol Sanders buys 5,998 in stock | 10/31/2024 |
9 | Disposition of 40000 shares by Corey Chambas of First Business at 48.8122 subject to Rule 16b-3 | 11/07/2024 |
10 | Vectors Research Management LLC Trims Stock Holdings in General Dynamics Co. | 11/15/2024 |
11 | Disposition of 1000 shares by Lorenz William Kent of First Business at 49.0 subject to Rule 16b-3 | 11/19/2024 |
| First Business dividend paid on 20th of November 2024 | 11/20/2024 |
| Begin Period Cash Flow | 102.7 M |
First |
First Business Relative Risk vs. Return Landscape
If you would invest 4,427 in First Business Financial on August 27, 2024 and sell it today you would earn a total of 720.00 from holding First Business Financial or generate 16.26% return on investment over 90 days. First Business Financial is currently generating 0.266% in daily expected returns and assumes 2.5205% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than First, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
First Business Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Business' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as First Business Financial, and traders can use it to determine the average amount a First Business' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1055
| Best Portfolio | Best Equity | |||
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| Small Returns | FBIZ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.52 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average First Business is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Business by adding it to a well-diversified portfolio.
First Business Fundamentals Growth
First Stock prices reflect investors' perceptions of the future prospects and financial health of First Business, and First Business fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0111 | ||||
| Profit Margin | 0.28 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | 658.78 M | ||||
| Shares Outstanding | 8.3 M | ||||
| Price To Earning | 14.43 X | ||||
| Price To Book | 1.40 X | ||||
| Price To Sales | 2.99 X | ||||
| Revenue | 89.23 M | ||||
| Gross Profit | 131.72 M | ||||
| EBITDA | 22.65 M | ||||
| Net Income | 54.45 M | ||||
| Cash And Equivalents | 84.44 M | ||||
| Cash Per Share | 9.96 X | ||||
| Total Debt | 330.92 M | ||||
| Debt To Equity | 10.82 % | ||||
| Book Value Per Share | 36.16 X | ||||
| Cash Flow From Operations | 54.45 M | ||||
| Earnings Per Share | 4.64 X | ||||
| Market Capitalization | 418.73 M | ||||
| Total Asset | 3.51 B | ||||
| Retained Earnings | 230.73 M | ||||
About First Business Performance
Evaluating First Business' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Business has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Business has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.13 | 0.08 |
Things to note about First Business Financial performance evaluation
Checking the ongoing alerts about First Business for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for First Business Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Business has a poor financial position based on the latest SEC disclosures | |
| About 68.0% of the company shares are owned by institutional investors | |
| On 20th of November 2024 First Business paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 1000 shares by Lorenz William Kent of First Business at 49.0 subject to Rule 16b-3 |
- Analyzing First Business' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Business' stock is overvalued or undervalued compared to its peers.
- Examining First Business' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Business' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Business' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of First Business' stock. These opinions can provide insight into First Business' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for First Stock Analysis
When running First Business' price analysis, check to measure First Business' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Business is operating at the current time. Most of First Business' value examination focuses on studying past and present price action to predict the probability of First Business' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Business' price. Additionally, you may evaluate how the addition of First Business to your portfolios can decrease your overall portfolio volatility.