Surmodics Stock Buy Hold or Sell Recommendation
| SRDX Stock | USD 28.30 0.02 0.07% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding SurModics is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell SurModics given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for SurModics, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out SurModics 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 more information on how to buy SurModics Stock please use our How to Invest in SurModics guide. In addition, we conduct extensive research on individual companies such as SurModics and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards SurModics. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
SurModics |
Execute SurModics Buy or Sell Advice
The SurModics recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SurModics. Macroaxis does not own or have any residual interests in SurModics or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SurModics' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
SurModics Trading Alerts and Improvement Suggestions
| SurModics generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 126.08 M. Net Loss for the year was (11.54 M) with profit before overhead, payroll, taxes, and interest of 93.52 M. | |
| SurModics has a poor financial position based on the latest SEC disclosures | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: SRDX Stock Falls Following Plan for Legal Action Against FTC Challenge |
SurModics Returns Distribution Density
The distribution of SurModics' historical returns is an attempt to chart the uncertainty of SurModics' future price movements. The chart of the probability distribution of SurModics daily returns describes the distribution of returns around its average expected value. We use SurModics price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SurModics returns is essential to provide solid investment advice for SurModics.
| Mean Return | -0.5 | Value At Risk | -5.79 | Potential Upside | 1.73 | Standard Deviation | 2.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SurModics 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.
SurModics Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as SurModics, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading SurModics back and forth among themselves.
| Shares | Hudson Bay Capital Management Lp | 2024-12-31 | 300 K | Gardner Lewis Asset Management L P | 2024-12-31 | 262.9 K | Goldman Sachs Group Inc | 2024-12-31 | 262.6 K | Hsbc Holdings Plc | 2024-12-31 | 254.7 K | Beryl Capital Management Llc | 2024-12-31 | 237.6 K | Disciplined Growth Investors Inc | 2024-12-31 | 229.6 K | Cnh Partners, Llc | 2024-12-31 | 206 K | Oddo Bhf Asset Management Sas | 2024-12-31 | 203.2 K | Halcyon Management Partners Lp | 2024-12-31 | 187.9 K | Blackrock Inc | 2024-12-31 | 1.2 M | Alliancebernstein L.p. | 2024-12-31 | 1 M |
SurModics Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (818K) | (5.1M) | (3.0M) | (328K) | (295.2K) | (310.0K) | |
| Change In Cash | 368K | (12.2M) | 22.4M | (5.3M) | (4.8M) | (4.5M) | |
| Free Cash Flow | 9.1M | (20.6M) | 7.6M | (3.2M) | (2.9M) | (2.8M) | |
| Depreciation | 8.0M | 9.1M | 8.5M | 8.7M | 10.0M | 5.1M | |
| Other Non Cash Items | 478K | 860K | 340K | 558K | 502.2K | 477.1K | |
| Capital Expenditures | 6.3M | 3.4M | 2.9M | 3.5M | 3.1M | 5.6M | |
| Net Income | 4.2M | (27.3M) | (1.5M) | (11.5M) | (10.4M) | (9.9M) | |
| End Period Cash Flow | 31.2M | 19.0M | 41.4M | 36.1M | 41.5M | 20.9M | |
| Change To Netincome | 5.1M | 4.9M | 8.0M | 13.2M | 15.2M | 15.9M | |
| Investments | 20.6M | 9.6M | (6.8M) | (2.9M) | (2.6M) | (2.5M) |
SurModics 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 SurModics or Health Care Equipment & Supplies 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 SurModics' 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 SurModics 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 | -0.45 | |
β | Beta against Dow Jones | 0.52 | |
σ | Overall volatility | 2.27 | |
Ir | Information ratio | -0.18 |
SurModics Volatility Alert
SurModics exhibits very low volatility with skewness of -0.98 and kurtosis of 2.97. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SurModics' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact SurModics' 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.SurModics Fundamentals Vs Peers
Comparing SurModics' 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 SurModics' direct or indirect competition across all of the common fundamentals between SurModics and the related equities. This way, we can detect undervalued stocks with similar characteristics as SurModics or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of SurModics' fundamental indicators could also be used in its relative valuation, which is a method of valuing SurModics by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare SurModics to competition |
| Fundamentals | SurModics | Peer Average |
| Return On Equity | -0.12 | -0.31 |
| Return On Asset | -0.0066 | -0.14 |
| Profit Margin | (0.11) % | (1.27) % |
| Operating Margin | (0.01) % | (5.51) % |
| Current Valuation | 407.46 M | 16.62 B |
| Shares Outstanding | 14.3 M | 571.82 M |
| Shares Owned By Insiders | 3.40 % | 10.09 % |
| Shares Owned By Institutions | 86.97 % | 39.21 % |
| Number Of Shares Shorted | 430.86 K | 4.71 M |
| Price To Earning | 69.21 X | 28.72 X |
| Price To Book | 3.62 X | 9.51 X |
| Price To Sales | 3.23 X | 11.42 X |
| Revenue | 126.08 M | 9.43 B |
| Gross Profit | 93.52 M | 27.38 B |
| EBITDA | 1.19 M | 3.9 B |
| Net Income | (11.54 M) | 570.98 M |
| Cash And Equivalents | 22.09 M | 2.7 B |
| Cash Per Share | 1.58 X | 5.01 X |
| Total Debt | 33.24 M | 5.32 B |
| Debt To Equity | 0.12 % | 48.70 % |
| Current Ratio | 2.04 X | 2.16 X |
| Book Value Per Share | 7.82 X | 1.93 K |
| Cash Flow From Operations | 248 K | 971.22 M |
| Short Ratio | 0.92 X | 4.00 X |
| Earnings Per Share | (1.02) X | 3.12 X |
| Price To Earnings To Growth | 3.90 X | 4.89 X |
| Target Price | 43.0 | |
| Number Of Employees | 389 | 18.84 K |
| Beta | 1.19 | -0.15 |
| Market Capitalization | 404.58 M | 19.03 B |
| Total Asset | 178.56 M | 29.47 B |
| Retained Earnings | 75.71 M | 9.33 B |
| Working Capital | 60.76 M | 1.48 B |
Note: Disposition of 2640 shares by Heine Lisa Wipperman of SurModics at 27.3 subject to Rule 16b-3 [view details]
SurModics Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SurModics . 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 SurModics Buy or Sell Advice
When is the right time to buy or sell SurModics? Buying financial instruments such as SurModics 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.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having SurModics 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?
Run Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Additional Tools for SurModics Stock Analysis
When running SurModics' price analysis, check to measure SurModics' 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 SurModics is operating at the current time. Most of SurModics' value examination focuses on studying past and present price action to predict the probability of SurModics' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SurModics' price. Additionally, you may evaluate how the addition of SurModics to your portfolios can decrease your overall portfolio volatility.