Lindblad Expeditions (Germany) Performance
| LI4 Stock | EUR 12.50 0.20 1.63% |
On a scale of 0 to 100, Lindblad Expeditions holds a performance score of 10. The company secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lindblad Expeditions' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lindblad Expeditions is expected to be smaller as well. Please check Lindblad Expeditions' sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Lindblad Expeditions' current price movements will revert.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Lindblad Expeditions Holdings are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Lindblad Expeditions reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 172.7 M |
Lindblad |
Lindblad Expeditions Relative Risk vs. Return Landscape
If you would invest 845.00 in Lindblad Expeditions Holdings on November 3, 2024 and sell it today you would earn a total of 405.00 from holding Lindblad Expeditions Holdings or generate 47.93% return on investment over 90 days. Lindblad Expeditions Holdings is currently producing 0.8% returns and takes up 5.89% volatility of returns over 90 trading days. Put another way, 52% of traded stocks are less volatile than Lindblad, and 85% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lindblad Expeditions Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lindblad Expeditions' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lindblad Expeditions Holdings, and traders can use it to determine the average amount a Lindblad Expeditions' 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 = 0.1358
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LI4 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 5.89 actual daily | 52 52% of assets are less volatile |
Expected Return
| 0.8 actual daily | 15 85% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Lindblad Expeditions 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 Lindblad Expeditions by adding it to a well-diversified portfolio.
Lindblad Expeditions Fundamentals Growth
Lindblad Stock prices reflect investors' perceptions of the future prospects and financial health of Lindblad Expeditions, and Lindblad Expeditions 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 Lindblad Stock performance.
| Return On Equity | -19.47 | |||
| Return On Asset | -0.0488 | |||
| Profit Margin | (0.26) % | |||
| Operating Margin | (0.15) % | |||
| Current Valuation | 911.82 M | |||
| Shares Outstanding | 53.14 M | |||
| Price To Earning | 11.79 X | |||
| Price To Book | 162.18 X | |||
| Price To Sales | 1.12 X | |||
| Revenue | 421.5 M | |||
| EBITDA | (20.55 M) | |||
| Cash And Equivalents | 163.94 M | |||
| Cash Per Share | 3.27 X | |||
| Total Debt | 529.45 M | |||
| Debt To Equity | 4.92 % | |||
| Book Value Per Share | (3.44) X | |||
| Cash Flow From Operations | (2.2 M) | |||
| Earnings Per Share | (2.02) X | |||
| Total Asset | 787.98 M | |||
About Lindblad Expeditions Performance
By analyzing Lindblad Expeditions' fundamental ratios, stakeholders can gain valuable insights into Lindblad Expeditions' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lindblad Expeditions 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 Lindblad Expeditions has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Lindblad Expeditions Holdings, Inc. provides expedition cruising and adventure travel experiences. Lindblad Expeditions Holdings, Inc. was founded in 1979 and is headquartered in New York, New York. LINDBLAD EXPED operates under Travel Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 405 people.Things to note about Lindblad Expeditions performance evaluation
Checking the ongoing alerts about Lindblad Expeditions for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lindblad Expeditions help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lindblad Expeditions is way too risky over 90 days horizon | |
| Lindblad Expeditions appears to be risky and price may revert if volatility continues | |
| Lindblad Expeditions has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the revenue of 421.5 M. Net Loss for the year was (111.38 M) with profit before overhead, payroll, taxes, and interest of 138.28 M. | |
| Lindblad Expeditions Holdings has accumulated about 163.94 M in cash with (2.2 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 3.27. | |
| Roughly 75.0% of the company shares are owned by institutional investors |
- Analyzing Lindblad Expeditions' 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 Lindblad Expeditions' stock is overvalued or undervalued compared to its peers.
- Examining Lindblad Expeditions' 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 Lindblad Expeditions' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lindblad Expeditions' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lindblad Expeditions' stock. These opinions can provide insight into Lindblad Expeditions' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Lindblad Stock analysis
When running Lindblad Expeditions' price analysis, check to measure Lindblad Expeditions' 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 Lindblad Expeditions is operating at the current time. Most of Lindblad Expeditions' value examination focuses on studying past and present price action to predict the probability of Lindblad Expeditions' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lindblad Expeditions' price. Additionally, you may evaluate how the addition of Lindblad Expeditions to your portfolios can decrease your overall portfolio volatility.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Stocks Directory Find actively traded stocks across global markets | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |