Waterstone Financial Stock Performance
| WSBF Stock | USD 14.91 0.18 1.19% |
Waterstone Financial has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of 1.55, which attests to 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, Waterstone Financial will likely underperform. Waterstone Financial right now maintains a risk of 2.1%. Please check out Waterstone Financial skewness, and the relationship between the potential upside and rate of daily change , to decide if Waterstone Financial will be following its historical returns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Waterstone Financial are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable fundamental drivers, Waterstone Financial is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return (1.19) | Five Day Return (1.19) | Year To Date Return 5.97 | Ten Year Return 20.05 | All Time Return 45.46 |
Forward Dividend Yield 0.0393 | Payout Ratio 0.8293 | Last Split Factor 10972:1000 | Forward Dividend Rate 0.6 | Dividend Date 2024-11-01 |
1 | Disposition of 4166 shares by Bartel Ellen Syburg of Waterstone Financial at 12.75 subject to Rule 16b-3 | 09/13/2024 |
| Waterstone Financial dividend paid on 1st of November 2024 | 11/01/2024 |
2 | Waterstone Financial Third Quarter 2024 Earnings EPS US0.26 | 11/06/2024 |
3 | Chime Biologics and Waterstone Announce a Strategic Partnership to Empower Antibody-Drug Conjugate Development and Manufacturing | 11/12/2024 |
4 | Disposition of 200 shares by Schmidt Stephen J of Waterstone Financial at 15.765 subject to Rule 16b-3 | 11/13/2024 |
5 | Waterstone financial director Stephen Schmidt sells 62,127 in stock | 11/14/2024 |
6 | Disposition of 437 shares by Schmidt Stephen J of Waterstone Financial at 12.75 subject to Rule 16b-3 | 11/20/2024 |
7 | Mattamy Homes named one of Canadas Most Admired Corporate Cultures | 11/21/2024 |
8 | Disposition of 7280 shares by Schmidt Stephen J of Waterstone Financial at 12.75 subject to Rule 16b-3 | 11/22/2024 |
9 | Disposition of 2194 shares by Schmidt Stephen J of Waterstone Financial at 12.75 subject to Rule 16b-3 | 11/25/2024 |
10 | Disposition of 259 shares by Schmidt Stephen J of Waterstone Financial at 12.75 subject to Rule 16b-3 | 11/27/2024 |
11 | Disposition of 520 shares by Schmidt Stephen J of Waterstone Financial at 15.31 subject to Rule 16b-3 | 12/02/2024 |
| Begin Period Cash Flow | 46.6 M |
Waterstone |
Waterstone Financial Relative Risk vs. Return Landscape
If you would invest 1,460 in Waterstone Financial on September 4, 2024 and sell it today you would earn a total of 31.00 from holding Waterstone Financial or generate 2.12% return on investment over 90 days. Waterstone Financial is currently generating 0.0541% in daily expected returns and assumes 2.1001% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Waterstone, 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 |
Waterstone Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Waterstone Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Waterstone Financial, and traders can use it to determine the average amount a Waterstone Financial'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 = 0.0258
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | WSBF | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.1 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Waterstone Financial is performing at about 2% of its full potential. 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 Waterstone Financial by adding it to a well-diversified portfolio.
Waterstone Financial Fundamentals Growth
Waterstone Stock prices reflect investors' perceptions of the future prospects and financial health of Waterstone Financial, and Waterstone Financial 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 Waterstone Stock performance.
| Return On Equity | 0.039 | ||||
| Return On Asset | 0.006 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 797.66 M | ||||
| Shares Outstanding | 19.37 M | ||||
| Price To Earning | 4.18 X | ||||
| Price To Book | 0.85 X | ||||
| Price To Sales | 2.17 X | ||||
| Revenue | 99.21 M | ||||
| Gross Profit | 161.54 M | ||||
| EBITDA | 14.33 M | ||||
| Net Income | 9.38 M | ||||
| Cash And Equivalents | 103.14 M | ||||
| Cash Per Share | 4.83 X | ||||
| Total Debt | 464 M | ||||
| Debt To Equity | 3.50 % | ||||
| Book Value Per Share | 18.64 X | ||||
| Cash Flow From Operations | (27.58 M) | ||||
| Earnings Per Share | 0.72 X | ||||
| Market Capitalization | 295.44 M | ||||
| Total Asset | 2.21 B | ||||
| Retained Earnings | 269.61 M | ||||
About Waterstone Financial Performance
By analyzing Waterstone Financial's fundamental ratios, stakeholders can gain valuable insights into Waterstone Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Waterstone Financial 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 Waterstone Financial 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 | ||
| Return On Tangible Assets | 0.00 | 0.01 | |
| Return On Assets | 0.00 | 0.01 | |
| Return On Equity | 0.03 | 0.04 |
Things to note about Waterstone Financial performance evaluation
Checking the ongoing alerts about Waterstone Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Waterstone Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Waterstone Financial currently holds about 103.14 M in cash with (27.58 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.83. | |
| Roughly 19.0% of the company outstanding shares are owned by insiders | |
| On 1st of November 2024 Waterstone Financial paid $ 0.15 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Disposition of 259 shares by Schmidt Stephen J of Waterstone Financial at 12.75 subject to Rule 16b-3 |
- Analyzing Waterstone Financial'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 Waterstone Financial's stock is overvalued or undervalued compared to its peers.
- Examining Waterstone Financial'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 Waterstone Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Waterstone Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Waterstone Financial's stock. These opinions can provide insight into Waterstone Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Waterstone Stock analysis
When running Waterstone Financial's price analysis, check to measure Waterstone Financial'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 Waterstone Financial is operating at the current time. Most of Waterstone Financial's value examination focuses on studying past and present price action to predict the probability of Waterstone Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Waterstone Financial's price. Additionally, you may evaluate how the addition of Waterstone Financial to your portfolios can decrease your overall portfolio volatility.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |