Gladstone Capital Stock Performance
| GLAD Stock | USD 26.51 0.34 1.30% |
On a scale of 0 to 100, Gladstone Capital holds a performance score of 24. The company retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gladstone Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gladstone Capital is expected to be smaller as well. Please check Gladstone Capital's mean deviation, standard deviation, treynor ratio, as well as the relationship between the downside deviation and total risk alpha , to make a quick decision on whether Gladstone Capital's current trending patterns will revert.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Gladstone Capital are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating basic indicators, Gladstone Capital exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.45 | Five Day Return 3.43 | Year To Date Return 23.14 | Ten Year Return 43.98 | All Time Return (20.94) |
Forward Dividend Yield 0.0775 | Payout Ratio 0.3587 | Last Split Factor 1:2 | Forward Dividend Rate 1.98 | Dividend Date 2024-12-31 |
| Gladstone Capital dividend paid on 30th of August 2024 | 08/30/2024 |
| Gladstone Capital dividend paid on 30th of September 2024 | 09/30/2024 |
1 | Gladstone Capital declares 0.165 monthly dividend | 10/09/2024 |
2 | Gladstone Capital Co. Short Interest Update | 10/16/2024 |
3 | Price Over Earnings Overview Gladstone Cap | 10/23/2024 |
| Gladstone Capital dividend paid on 31st of October 2024 | 10/31/2024 |
4 | Earnings Preview Gladstone Capital Q4 Earnings Expected to Decline | 11/04/2024 |
5 | Runway Growth Finance Corp. Expected to Beat Earnings Estimates What to Know Ahead of Q3 Release | 11/05/2024 |
6 | Claros Mortgage Trust, Inc. Surpasses Q3 Earnings Estimates | 11/08/2024 |
7 | Sunstone Hotel Investors Misses Q3 FFO Estimates | 11/12/2024 |
8 | Earnings To Watch Gladstone Capital Corp Reports Q4 2024 Result | 11/13/2024 |
9 | Acquisition by Robert Marcotte of 10000 shares of Gladstone Capital at 8.91 subject to Rule 16b-3 | 11/14/2024 |
10 | Earnings call Gladstone Capital reports mixed results, optimistic outlook | 11/15/2024 |
| Begin Period Cash Flow | 1.4 M |
Gladstone |
Gladstone Capital Relative Risk vs. Return Landscape
If you would invest 2,224 in Gladstone Capital on August 23, 2024 and sell it today you would earn a total of 427.00 from holding Gladstone Capital or generate 19.2% return on investment over 90 days. Gladstone Capital is currently generating 0.2787% in daily expected returns and assumes 0.8871% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than Gladstone, 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 |
Gladstone Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gladstone Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Gladstone Capital, and traders can use it to determine the average amount a Gladstone Capital'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 = 0.3141
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Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Gladstone Capital is performing at about 24% 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 Gladstone Capital by adding it to a well-diversified portfolio.
Gladstone Capital Fundamentals Growth
Gladstone Stock prices reflect investors' perceptions of the future prospects and financial health of Gladstone Capital, and Gladstone Capital 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 Gladstone Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.058 | ||||
| Profit Margin | 0.78 % | ||||
| Operating Margin | 0.71 % | ||||
| Current Valuation | 880.18 M | ||||
| Shares Outstanding | 22.33 M | ||||
| Price To Earning | 18.01 X | ||||
| Price To Book | 1.27 X | ||||
| Price To Sales | 6.05 X | ||||
| Revenue | 96.62 M | ||||
| Gross Profit | 63.15 M | ||||
| EBITDA | 42.67 M | ||||
| Net Income | (3.95 M) | ||||
| Cash And Equivalents | 2.01 M | ||||
| Cash Per Share | 0.06 X | ||||
| Total Debt | 254.01 M | ||||
| Debt To Equity | 1.07 % | ||||
| Current Ratio | 1.53 X | ||||
| Book Value Per Share | 20.18 X | ||||
| Cash Flow From Operations | 3.24 M | ||||
| Earnings Per Share | 4.34 X | ||||
| Market Capitalization | 584.37 M | ||||
| Total Asset | 812.47 M | ||||
| Retained Earnings | (55.38 M) | ||||
About Gladstone Capital Performance
By analyzing Gladstone Capital's fundamental ratios, stakeholders can gain valuable insights into Gladstone Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Gladstone Capital 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 Gladstone Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.12 | |
| Return On Capital Employed | 0.12 | 0.12 | |
| Return On Assets | 0.12 | 0.12 | |
| Return On Equity | 0.20 | 0.21 |
Things to note about Gladstone Capital performance evaluation
Checking the ongoing alerts about Gladstone Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Gladstone Capital 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 previous year's revenue of 96.62 M. Net Loss for the year was (3.95 M) with profit before overhead, payroll, taxes, and interest of 63.15 M. | |
| Gladstone Capital has a poor financial position based on the latest SEC disclosures | |
| On 31st of October 2024 Gladstone Capital paid $ 0.165 per share dividend to its current shareholders | |
| Latest headline from investing.com: Earnings call Gladstone Capital reports mixed results, optimistic outlook |
- Analyzing Gladstone Capital'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 Gladstone Capital's stock is overvalued or undervalued compared to its peers.
- Examining Gladstone Capital'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 Gladstone Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gladstone Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Gladstone Capital's stock. These opinions can provide insight into Gladstone Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Gladstone Stock analysis
When running Gladstone Capital's price analysis, check to measure Gladstone Capital'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 Gladstone Capital is operating at the current time. Most of Gladstone Capital's value examination focuses on studying past and present price action to predict the probability of Gladstone Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Gladstone Capital's price. Additionally, you may evaluate how the addition of Gladstone Capital to your portfolios can decrease your overall portfolio volatility.
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