The Gabelli Equity Preferred Stock Performance
| GAB-PK Preferred Stock | USD 23.20 0.21 0.91% |
Gabelli Equity has a performance score of 9 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0102, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gabelli Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gabelli Equity is expected to be smaller as well. Gabelli Equity right now retains a risk of 0.78%. Please check out Gabelli Equity total risk alpha, value at risk, and the relationship between the standard deviation and treynor ratio , to decide if Gabelli Equity will be following its current trending patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in The Gabelli Equity are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent fundamental drivers, Gabelli Equity is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
| Begin Period Cash Flow | 1.7 M |
Gabelli |
Gabelli Equity Relative Risk vs. Return Landscape
If you would invest 2,186 in The Gabelli Equity on August 29, 2024 and sell it today you would earn a total of 134.00 from holding The Gabelli Equity or generate 6.13% return on investment over 90 days. The Gabelli Equity is generating 0.0975% of daily returns assuming 0.7797% volatility of returns over the 90 days investment horizon. Simply put, 6% of all preferred stocks have less volatile historical return distribution than Gabelli Equity, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Gabelli Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gabelli Equity's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as The Gabelli Equity, and traders can use it to determine the average amount a Gabelli Equity'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 = 0.125
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Gabelli Equity is performing at about 9% 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 Gabelli Equity by adding it to a well-diversified portfolio.
Gabelli Equity Fundamentals Growth
Gabelli Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Gabelli Equity, and Gabelli Equity 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 Gabelli Preferred Stock performance.
| Return On Equity | -0.14 | ||||
| Return On Asset | 0.0021 | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 7.43 B | ||||
| Price To Earning | 8.60 X | ||||
| Revenue | 363 M | ||||
| Cash And Equivalents | 503.53 K | ||||
| Total Debt | 68.56 M | ||||
| Debt To Equity | 0.04 % | ||||
| Book Value Per Share | 4.89 X | ||||
| Cash Flow From Operations | (61.79 M) | ||||
| Earnings Per Share | 1.18 X | ||||
| Total Asset | 2.39 B | ||||
About Gabelli Equity Performance
By examining Gabelli Equity's fundamental ratios, stakeholders can obtain critical insights into Gabelli Equity's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Gabelli Equity is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The Gabelli Equity Trust Inc. was formed on August 21, 1986 and is domiciled in the United States. Gabelli Equity operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Gabelli Equity performance evaluation
Checking the ongoing alerts about Gabelli Equity for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Gabelli Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The Gabelli Equity has accumulated about 503.53 K in cash with (61.79 M) of positive cash flow from operations. |
- Analyzing Gabelli Equity'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 Gabelli Equity's stock is overvalued or undervalued compared to its peers.
- Examining Gabelli Equity'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 Gabelli Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gabelli Equity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Gabelli Equity's preferred stock. These opinions can provide insight into Gabelli Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gabelli Preferred Stock
Gabelli Equity financial ratios help investors to determine whether Gabelli Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Gabelli with respect to the benefits of owning Gabelli Equity security.