Forge Global Holdings Stock Performance
| FRGE Stock | USD 0.59 0 0.17% |
The firm shows a Beta (market volatility) of 2.33, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Forge Global will likely underperform. At this point, Forge Global Holdings has a negative expected return of -0.65%. Please make sure to confirm Forge Global's potential upside and the relationship between the accumulation distribution and price action indicator , to decide if Forge Global Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Forge Global Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Stock's technical and fundamental indicators remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
1 | Forge Global receives continued listing standards notice from the NYSE Seeking Alpha | 01/03/2025 |
2 | Disposition of 47897 shares by Kelly Rodriques of Forge Global subject to Rule 16b-3 | 01/10/2025 |
3 | Insider Trading | 01/17/2025 |
4 | Acquisition by Jennifer Phillips of 94117 shares of Forge Global subject to Rule 16b-3 | 01/22/2025 |
5 | Disposition of 162688 shares by Kelly Rodriques of Forge Global subject to Rule 16b-3 | 02/10/2025 |
6 | Disposition of 5280 shares by Catherine Dondzila of Forge Global subject to Rule 16b-3 | 02/12/2025 |
7 | Acquisition by Masters Blythe of 100000 shares of Forge Global subject to Rule 16b-3 | 02/14/2025 |
8 | Disposition of 158608 shares by Jennifer Phillips of Forge Global at 1.0 subject to Rule 16b-3 | 02/18/2025 |
9 | Jennifer Phillips Sells 159,108 Shares of Forge Global Holdings, Inc. Stock | 02/21/2025 |
10 | MidCap Financial Investment Q4 Earnings and Revenues Miss Estimates | 02/25/2025 |
11 | Acquisition by Jennifer Phillips of 75324 shares of Forge Global subject to Rule 16b-3 | 02/27/2025 |
12 | Disposition of 108646 shares by Kelly Rodriques of Forge Global at 1.2315 subject to Rule 16b-3 | 02/28/2025 |
13 | What To Expect From Forge Global Holdings Inc Q4 2024 Earnings | 03/04/2025 |
14 | Forge Global Holdings Inc Reports Q4 EPS of -0.08, Beating Estimates Revenue at 18. ... | 03/05/2025 |
15 | Forge Global Holdings, Inc. Q4 2024 Earnings Call Transcript | 03/06/2025 |
16 | Forge Global Holdings Full Year 2024 Earnings EPS Beats Expectations, Revenues Lag | 03/07/2025 |
17 | Q2 EPS Estimates for Forge Global Lowered by William Blair | 03/12/2025 |
| Begin Period Cash Flow | 145.8 M |
Forge |
Forge Global Relative Risk vs. Return Landscape
If you would invest 96.00 in Forge Global Holdings on December 17, 2024 and sell it today you would lose (36.90) from holding Forge Global Holdings or give up 38.44% of portfolio value over 90 days. Forge Global Holdings is currently does not generate positive expected returns and assumes 5.2996% risk (volatility on return distribution) over the 90 days horizon. In different words, 47% of stocks are less volatile than Forge, 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 |
Forge Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Forge Global's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Forge Global Holdings, and traders can use it to determine the average amount a Forge Global's 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 = -0.1227
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRGE |
Estimated Market Risk
| 5.3 actual daily | 47 53% of assets are more volatile |
Expected Return
| -0.65 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Forge Global 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 Forge Global by adding Forge Global to a well-diversified portfolio.
Forge Global Fundamentals Growth
Forge Stock prices reflect investors' perceptions of the future prospects and financial health of Forge Global, and Forge Global 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 Forge Stock performance.
| Return On Equity | -0.27 | ||||
| Return On Asset | -0.17 | ||||
| Profit Margin | (0.84) % | ||||
| Operating Margin | (0.96) % | ||||
| Current Valuation | 19.53 M | ||||
| Shares Outstanding | 188.14 M | ||||
| Price To Book | 0.50 X | ||||
| Price To Sales | 1.40 X | ||||
| Revenue | 79.33 M | ||||
| Gross Profit | 78.66 M | ||||
| EBITDA | (72.95 M) | ||||
| Net Income | (67.84 M) | ||||
| Cash And Equivalents | 202.6 M | ||||
| Cash Per Share | 1.17 X | ||||
| Total Debt | 14.57 M | ||||
| Debt To Equity | 0.02 % | ||||
| Current Ratio | 9.13 X | ||||
| Book Value Per Share | 1.20 X | ||||
| Cash Flow From Operations | (40.53 M) | ||||
| Earnings Per Share | (0.36) X | ||||
| Market Capitalization | 111.17 M | ||||
| Total Asset | 263.51 M | ||||
| Retained Earnings | (346.97 M) | ||||
| Working Capital | 94.02 M | ||||
About Forge Global Performance
By analyzing Forge Global's fundamental ratios, stakeholders can gain valuable insights into Forge Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Forge Global 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 Forge Global 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 | 4.22 | 4.01 | |
| Return On Tangible Assets | (0.48) | (0.51) | |
| Return On Capital Employed | (0.40) | (0.42) | |
| Return On Assets | (0.25) | (0.26) | |
| Return On Equity | (0.30) | (0.31) |
Things to note about Forge Global Holdings performance evaluation
Checking the ongoing alerts about Forge Global for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Forge Global Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Forge Global generated a negative expected return over the last 90 days | |
| Forge Global has high historical volatility and very poor performance | |
| Forge Global has some characteristics of a very speculative penny stock | |
| Forge Global has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 79.33 M. Net Loss for the year was (67.84 M) with profit before overhead, payroll, taxes, and interest of 78.66 M. | |
| Forge Global Holdings currently holds about 202.6 M in cash with (40.53 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.17, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Forge Global has a poor financial position based on the latest SEC disclosures | |
| Roughly 22.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Q2 EPS Estimates for Forge Global Lowered by William Blair |
- Analyzing Forge Global's 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 Forge Global's stock is overvalued or undervalued compared to its peers.
- Examining Forge Global's 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 Forge Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forge Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Forge Global's stock. These opinions can provide insight into Forge Global's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Forge Stock analysis
When running Forge Global's price analysis, check to measure Forge Global's 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 Forge Global is operating at the current time. Most of Forge Global's value examination focuses on studying past and present price action to predict the probability of Forge Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Forge Global's price. Additionally, you may evaluate how the addition of Forge Global to your portfolios can decrease your overall portfolio volatility.
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