Fundamental Global Preferred Stock Performance
| FGFPP Preferred Stock | USD 17.41 0.41 2.41% |
On a scale of 0 to 100, Fundamental Global holds a performance score of 10. The firm shows a Beta (market volatility) of -0.3, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Fundamental Global are expected to decrease at a much lower rate. During the bear market, Fundamental Global is likely to outperform the market. Please check Fundamental Global's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Fundamental Global's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Fundamental Global are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Fundamental Global reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.91 | Five Day Return 20.88 | Year To Date Return 15.36 | Ten Year Return (25.95) | All Time Return (25.95) |
| Begin Period Cash Flow | 12.1 M | |
| Total Cashflows From Investing Activities | 5.9 M |
Fundamental |
Fundamental Global Relative Risk vs. Return Landscape
If you would invest 1,416 in Fundamental Global on August 24, 2024 and sell it today you would earn a total of 325.00 from holding Fundamental Global or generate 22.95% return on investment over 90 days. Fundamental Global is currently producing 0.3576% returns and takes up 2.6695% volatility of returns over 90 trading days. Put another way, 23% of traded preferred stocks are less volatile than Fundamental, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fundamental Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Global's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Fundamental Global, and traders can use it to determine the average amount a Fundamental Global's 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 = 0.1339
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.67 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Fundamental Global is performing at about 10% 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 Fundamental Global by adding it to a well-diversified portfolio.
Fundamental Global Fundamentals Growth
Fundamental Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Fundamental Global, and Fundamental Global 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 Fundamental Preferred Stock performance.
| Return On Equity | -0.0613 | ||||
| Return On Asset | -0.0312 | ||||
| Profit Margin | (0.14) % | ||||
| Operating Margin | (0.13) % | ||||
| Current Valuation | 140.92 M | ||||
| Revenue | 4.15 M | ||||
| EBITDA | (8.51 M) | ||||
| Cash And Equivalents | 12.83 M | ||||
| Cash Per Share | 1.37 X | ||||
| Book Value Per Share | 1.63 X | ||||
| Cash Flow From Operations | (14.41 M) | ||||
| Earnings Per Share | (2.54) X | ||||
| Total Asset | 40.83 M | ||||
About Fundamental Global Performance
Assessing Fundamental Global's fundamental ratios provides investors with valuable insights into Fundamental Global's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fundamental Global is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
FG Financial Group, Inc. operates as a reinsurance and investment management holding company in the United States. The company was formerly known as 1347 Property Insurance Holdings, Inc. and changed its name to FG Financial Group, Inc. in December 2020. Fg Financial operates under InsuranceDiversified classification in the United States and is traded on NASDAQ Exchange. It employs 9 people.Things to note about Fundamental Global performance evaluation
Checking the ongoing alerts about Fundamental Global for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Fundamental Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reported the revenue of 4.15 M. Net Loss for the year was (7.19 M) with profit before overhead, payroll, taxes, and interest of 1.85 M. | |
| Fundamental Global has accumulated about 12.83 M in cash with (14.41 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.37. |
- Analyzing Fundamental Global's 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 Fundamental Global's stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Global's 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 Fundamental Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Global's preferred stock. These opinions can provide insight into Fundamental Global's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Fundamental Preferred Stock Analysis
When running Fundamental Global's price analysis, check to measure Fundamental Global's 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 Fundamental Global is operating at the current time. Most of Fundamental Global's value examination focuses on studying past and present price action to predict the probability of Fundamental Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fundamental Global's price. Additionally, you may evaluate how the addition of Fundamental Global to your portfolios can decrease your overall portfolio volatility.