Formula Systems 1985 Stock Alpha and Beta Analysis

FORTY Stock  USD 163.50  2.18  1.32%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Formula Systems 1985. It also helps investors analyze the systematic and unsystematic risks associated with investing in Formula Systems over a specified time horizon. Remember, high Formula Systems' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Formula Systems' market risk premium analysis include:
Beta
0.81
Alpha
0.66
Risk
4.76
Sharpe Ratio
0.12
Expected Return
0.58
Please note that although Formula Systems alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Formula Systems did 0.66  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Formula Systems 1985 stock's relative risk over its benchmark. Formula Systems 1985 has a beta of 0.81  . As returns on the market increase, Formula Systems' returns are expected to increase less than the market. However, during the bear market, the loss of holding Formula Systems is expected to be smaller as well. At this time, Formula Systems' Book Value Per Share is fairly stable compared to the past year. Enterprise Value is likely to rise to about 1.3 B in 2026, whereas Tangible Book Value Per Share is likely to drop 12.24 in 2026.

Enterprise Value

1.34 Billion

Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as various price indices.

Formula Systems Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Formula Systems market risk premium is the additional return an investor will receive from holding Formula Systems long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Formula Systems. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Formula Systems' performance over market.
α0.66   β0.81

Formula Systems Fundamentals Vs Peers

Comparing Formula Systems' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Formula Systems' direct or indirect competition across all of the common fundamentals between Formula Systems and the related equities. This way, we can detect undervalued stocks with similar characteristics as Formula Systems or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Formula Systems' fundamental indicators could also be used in its relative valuation, which is a method of valuing Formula Systems by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Formula Systems to competition
FundamentalsFormula SystemsPeer Average
Return On Equity0.14-0.31
Return On Asset0.0585-0.14
Profit Margin0.03 %(1.27) %
Operating Margin0.09 %(5.51) %
Current Valuation2.67 B16.62 B
Shares Outstanding15.33 M571.82 M
Shares Owned By Institutions12.59 %39.21 %

Formula Systems Opportunities

Formula Systems Return and Market Media

The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Sapiens Stock Is Trading Higher Wednesday Whats Going On
08/13/2025
2
Formula Systems Shares Gap Down - Whats Next - MarketBeat
09/23/2025
3
Formula Systems Sees Large Volume Increase - Heres What Happened - MarketBeat
12/18/2025
4
Formula Systems Trading Down 12.3 percent - Whats Next - MarketBeat
12/31/2025
5
Formula Systems Shares Gap Down - Time to Sell - MarketBeat
01/21/2026

About Formula Systems Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Formula or other stocks. Alpha measures the amount that position in Formula Systems 1985 has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
 2023 2024 2025 2026 (projected)
Dividend Yield0.009330.01460.01680.016
Price To Sales Ratio0.410.470.420.33

Formula Systems Upcoming Company Events

As portrayed in its financial statements, the presentation of Formula Systems' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Formula Systems' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Formula Systems' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Formula Systems. Please utilize our Beneish M Score to check the likelihood of Formula Systems' management manipulating its earnings.
21st of March 2024
Upcoming Quarterly Report
View
31st of December 2023
Next Fiscal Quarter End
View

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Additional Tools for Formula Stock Analysis

When running Formula Systems' price analysis, check to measure Formula Systems' 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 Formula Systems is operating at the current time. Most of Formula Systems' value examination focuses on studying past and present price action to predict the probability of Formula Systems' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Formula Systems' price. Additionally, you may evaluate how the addition of Formula Systems to your portfolios can decrease your overall portfolio volatility.