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

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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
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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
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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 Flow145.8 M
  

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  
Given the investment horizon of 90 days Forge Global is expected to under-perform the market. In addition to that, the company is 5.88 times more volatile than its market benchmark. It trades about -0.12 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of volatility.

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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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.

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 ReportedProjected 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
Evaluating Forge Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Forge Global's stock performance include:
  • 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.
It's essential to remember that evaluating Forge Global's stock performance is not an exact science, and many factors can impact Forge Global's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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