Solo Brands Stock Buy Hold or Sell Recommendation
| DTC Stock | USD 1.26 0.10 7.35% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Solo Brands is 'Cautious Hold'. Macroaxis provides Solo Brands buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DTC positions.
Check out Solo Brands Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Solo Stock refer to our How to Trade Solo Stock guide. In addition, we conduct extensive research on individual companies such as Solo and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Solo Brands. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Solo |
Execute Solo Brands Buy or Sell Advice
The Solo recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Solo Brands. Macroaxis does not own or have any residual interests in Solo Brands or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Solo Brands' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Unstable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Average | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Solo Brands Trading Alerts and Improvement Suggestions
| Solo Brands generated a negative expected return over the last 90 days | |
| Solo Brands may become a speculative penny stock | |
| Solo Brands has high historical volatility and very poor performance | |
| Solo Brands has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the last year's revenue of 494.78 M. Reported Net Loss for the year was (111.35 M) with profit before taxes, overhead, and interest of 318.18 M. | |
| Solo Brands has a poor financial position based on the latest SEC disclosures | |
| Over 98.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: North Texas Food Bank and Dallas Theater Center Partner to Fight Hunger with Holiday Production of A Christmas Carol |
Solo Brands Returns Distribution Density
The distribution of Solo Brands' historical returns is an attempt to chart the uncertainty of Solo Brands' future price movements. The chart of the probability distribution of Solo Brands daily returns describes the distribution of returns around its average expected value. We use Solo Brands price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Solo Brands returns is essential to provide solid investment advice for Solo Brands.
| Mean Return | -0.22 | Value At Risk | -6.43 | Potential Upside | 7.19 | Standard Deviation | 4.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Solo Brands historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Solo Stock Institutional Investors
| Shares | Jacobs Levy Equity Management, Inc. | 2024-09-30 | 536.3 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 501.1 K | State Street Corp | 2024-06-30 | 436.7 K | Empowered Funds, Llc | 2024-06-30 | 381.3 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 330.2 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 271 K | Ameriprise Financial Inc | 2024-06-30 | 255.4 K | Northern Trust Corp | 2024-09-30 | 217.2 K | Goldman Sachs Group Inc | 2024-06-30 | 185.3 K | Summit Partners L P | 2024-09-30 | 44 M | American Century Companies Inc | 2024-09-30 | 5.6 M |
Solo Brands Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Solo Brands or Leisure Products sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Solo Brands' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Solo stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.44 | |
β | Beta against Dow Jones | 1.82 | |
σ | Overall volatility | 4.17 | |
Ir | Information ratio | -0.08 |
Solo Brands Volatility Alert
Solo Brands exhibits very low volatility with skewness of 0.54 and kurtosis of 0.31. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Solo Brands' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Solo Brands' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Solo Brands Fundamentals Vs Peers
Comparing Solo Brands' 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 Solo Brands' direct or indirect competition across all of the common fundamentals between Solo Brands and the related equities. This way, we can detect undervalued stocks with similar characteristics as Solo Brands or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Solo Brands' fundamental indicators could also be used in its relative valuation, which is a method of valuing Solo Brands by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Solo Brands to competition |
| Fundamentals | Solo Brands | Peer Average |
| Return On Equity | -0.8 | -0.31 |
| Return On Asset | -0.026 | -0.14 |
| Profit Margin | (0.42) % | (1.27) % |
| Operating Margin | (0.34) % | (5.51) % |
| Current Valuation | 255.65 M | 16.62 B |
| Shares Outstanding | 58.58 M | 571.82 M |
| Shares Owned By Insiders | 1.99 % | 10.09 % |
| Shares Owned By Institutions | 98.01 % | 39.21 % |
| Number Of Shares Shorted | 2.54 M | 4.71 M |
| Price To Earning | 37.53 X | 28.72 X |
| Price To Book | 0.44 X | 9.51 X |
| Price To Sales | 0.15 X | 11.42 X |
| Revenue | 494.78 M | 9.43 B |
| Gross Profit | 318.18 M | 27.38 B |
| EBITDA | 48.47 M | 3.9 B |
| Net Income | (111.35 M) | 570.98 M |
| Cash And Equivalents | 23.29 M | 2.7 B |
| Cash Per Share | 0.42 X | 5.01 X |
| Total Debt | 182.48 M | 5.32 B |
| Debt To Equity | 0.32 % | 48.70 % |
| Current Ratio | 4.02 X | 2.16 X |
| Book Value Per Share | 2.87 X | 1.93 K |
| Cash Flow From Operations | 62.42 M | 971.22 M |
| Short Ratio | 9.99 X | 4.00 X |
| Earnings Per Share | (3.35) X | 3.12 X |
| Price To Earnings To Growth | 0.57 X | 4.89 X |
| Target Price | 2.01 | |
| Number Of Employees | 400 | 18.84 K |
| Beta | 2.55 | -0.15 |
| Market Capitalization | 73.81 M | 19.03 B |
| Total Asset | 659.32 M | 29.47 B |
| Retained Earnings | (115.46 M) | 9.33 B |
| Working Capital | 107.51 M | 1.48 B |
Note: Insider Trading [view details]
Solo Brands Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Solo . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Solo Brands Buy or Sell Advice
When is the right time to buy or sell Solo Brands? Buying financial instruments such as Solo Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
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In addition to having Solo Brands in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Solo Brands Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Solo Stock refer to our How to Trade Solo Stock guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Is Leisure Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Solo Brands. If investors know Solo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Solo Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.98) | Earnings Share (3.35) | Revenue Per Share 8.184 | Quarterly Revenue Growth (0.15) | Return On Assets (0.03) |
The market value of Solo Brands is measured differently than its book value, which is the value of Solo that is recorded on the company's balance sheet. Investors also form their own opinion of Solo Brands' value that differs from its market value or its book value, called intrinsic value, which is Solo Brands' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Solo Brands' market value can be influenced by many factors that don't directly affect Solo Brands' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Solo Brands' value and its price as these two are different measures arrived at by different means. Investors typically determine if Solo Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Solo Brands' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.