Xcel Brands Stock Performance
| XELB Stock | USD 0.69 0.02 2.82% |
The firm maintains a market beta of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Xcel Brands' returns are expected to increase less than the market. However, during the bear market, the loss of holding Xcel Brands is expected to be smaller as well. At this point, Xcel Brands has a negative expected return of -0.0303%. Please make sure to check out Xcel Brands' jensen alpha, potential upside, accumulation distribution, as well as the relationship between the treynor ratio and expected short fall , to decide if Xcel Brands performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Xcel Brands has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong essential indicators, Xcel Brands is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Last Split Factor 31:16137 | Last Split Date 2011-09-29 |
1 | The Gap comeback that might actually be working | 10/02/2024 |
2 | Is Xcel Brands A Risky Investment | 10/22/2024 |
3 | Disposition of 17333 shares by D Loren Robert W of Xcel Brands at 0.79 subject to Rule 16b-3 | 10/31/2024 |
4 | Positive Signs As Multiple Insiders Buy Xcel Brands Stock | 11/07/2024 |
5 | XELB Stock Earnings Xcel Brands Beats EPS, Misses Revenue for Q4 2023 - MSN | 11/18/2024 |
6 | Acquisition by Weinswig Deborah of 10000 shares of Xcel Brands subject to Rule 16b-3 | 11/29/2024 |
| Begin Period Cash Flow | 4.6 M |
Xcel |
Xcel Brands Relative Risk vs. Return Landscape
If you would invest 72.00 in Xcel Brands on September 4, 2024 and sell it today you would lose (3.00) from holding Xcel Brands or give up 4.17% of portfolio value over 90 days. Xcel Brands is currently does not generate positive expected returns and assumes 2.7114% risk (volatility on return distribution) over the 90 days horizon. In different words, 24% of stocks are less volatile than Xcel, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Xcel Brands Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Xcel Brands' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Xcel Brands, and traders can use it to determine the average amount a Xcel Brands' 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 = -0.0112
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XELB |
Estimated Market Risk
| 2.71 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Xcel Brands is not performing at its full potential. However, 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 Xcel Brands by adding Xcel Brands to a well-diversified portfolio.
Xcel Brands Fundamentals Growth
Xcel Stock prices reflect investors' perceptions of the future prospects and financial health of Xcel Brands, and Xcel Brands 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 Xcel Stock performance.
| Return On Equity | -0.36 | ||||
| Return On Asset | -0.13 | ||||
| Profit Margin | (1.79) % | ||||
| Operating Margin | (0.59) % | ||||
| Current Valuation | 27.12 M | ||||
| Shares Outstanding | 23.58 M | ||||
| Price To Earning | 6.98 X | ||||
| Price To Book | 0.35 X | ||||
| Price To Sales | 1.61 X | ||||
| Revenue | 17.75 M | ||||
| Gross Profit | 17.8 M | ||||
| EBITDA | (13.69 M) | ||||
| Net Income | (21.05 M) | ||||
| Cash And Equivalents | 10.87 M | ||||
| Cash Per Share | 0.55 X | ||||
| Total Debt | 10 M | ||||
| Debt To Equity | 0.1 % | ||||
| Current Ratio | 2.38 X | ||||
| Book Value Per Share | 1.96 X | ||||
| Cash Flow From Operations | (6.54 M) | ||||
| Earnings Per Share | (0.89) X | ||||
| Market Capitalization | 16.22 M | ||||
| Total Asset | 71.66 M | ||||
| Retained Earnings | (53.85 M) | ||||
| Working Capital | 834 K | ||||
| Current Asset | 24.42 M | ||||
| Current Liabilities | 9.99 M | ||||
About Xcel Brands Performance
By analyzing Xcel Brands' fundamental ratios, stakeholders can gain valuable insights into Xcel Brands' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Xcel Brands 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 Xcel Brands 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 | ||
| Days Of Inventory On Hand | 23.90 | 22.71 | |
| Return On Tangible Assets | (0.70) | (0.73) | |
| Return On Capital Employed | (0.30) | (0.28) | |
| Return On Assets | (0.29) | (0.31) | |
| Return On Equity | (0.42) | (0.44) |
Things to note about Xcel Brands performance evaluation
Checking the ongoing alerts about Xcel Brands for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Xcel Brands help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Xcel Brands generated a negative expected return over the last 90 days | |
| Xcel Brands has some characteristics of a very speculative penny stock | |
| Xcel Brands has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 17.75 M. Net Loss for the year was (21.05 M) with profit before overhead, payroll, taxes, and interest of 17.8 M. | |
| Xcel Brands currently holds about 10.87 M in cash with (6.54 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.55. | |
| Xcel Brands has a frail financial position based on the latest SEC disclosures | |
| Roughly 41.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: XELB Stock Earnings Xcel Brands Beats EPS, Misses Revenue for Q4 2023 - MSN |
- Analyzing Xcel Brands' 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 Xcel Brands' stock is overvalued or undervalued compared to its peers.
- Examining Xcel Brands' 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 Xcel Brands' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Xcel Brands' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Xcel Brands' stock. These opinions can provide insight into Xcel Brands' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Xcel Stock analysis
When running Xcel Brands' price analysis, check to measure Xcel Brands' 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 Xcel Brands is operating at the current time. Most of Xcel Brands' value examination focuses on studying past and present price action to predict the probability of Xcel Brands' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Xcel Brands' price. Additionally, you may evaluate how the addition of Xcel Brands to your portfolios can decrease your overall portfolio volatility.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |