Gladstone Investment Stock Five Year Return
GAINN Stock | USD 24.68 0.05 0.20% |
Gladstone Investment fundamentals help investors to digest information that contributes to Gladstone Investment's financial success or failures. It also enables traders to predict the movement of Gladstone Stock. The fundamental analysis module provides a way to measure Gladstone Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Gladstone Investment stock.
Gladstone | Five Year Return |
Gladstone Investment Company Five Year Return Analysis
Gladstone Investment's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Gladstone Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Gladstone Investment has a Five Year Return of 0.0%. This indicator is about the same for the Financial Services average (which is currently at 0.0) sector and about the same as Asset Management (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Gladstone Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Gladstone Investment's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Gladstone Investment could also be used in its relative valuation, which is a method of valuing Gladstone Investment by comparing valuation metrics of similar companies.Gladstone Investment is currently under evaluation in five year return category among its peers.
Gladstone Investment ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Gladstone Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Gladstone Investment's managers, analysts, and investors.Environmental | Governance | Social |
Gladstone Fundamentals
Number Of Shares Shorted | 4.77 K | ||||
Price To Earning | 9.60 X | ||||
Gross Profit | 58.35 M | ||||
Net Income | 84.87 M | ||||
Cash And Equivalents | 2.08 M | ||||
Cash Per Share | 0.06 X | ||||
Total Debt | 243.81 M | ||||
Debt To Equity | 64.10 % | ||||
Current Ratio | 0.61 X | ||||
Book Value Per Share | 11.57 X | ||||
Cash Flow From Operations | (44.49 M) | ||||
Number Of Employees | 10 | ||||
Beta | 0.22 | ||||
Market Capitalization | 250.4 M | ||||
Annual Yield | 0.04 % | ||||
Last Dividend Paid | 1.62 |
About Gladstone Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Gladstone Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Gladstone Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Gladstone Investment based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Gladstone Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Gladstone Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Gladstone Investment will appreciate offsetting losses from the drop in the long position's value.Moving against Gladstone Stock
0.61 | SVVC | Firsthand Technology | PairCorr |
0.57 | OAK-PA | Oaktree Capital Group | PairCorr |
0.54 | GGN-PB | GAMCO Global Gold | PairCorr |
0.51 | NTRSO | Northern Trust | PairCorr |
0.51 | OAK-PB | Oaktree Capital Group | PairCorr |
The ability to find closely correlated positions to Gladstone Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gladstone Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Gladstone Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Gladstone Investment to buy it.
The correlation of Gladstone Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Gladstone Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gladstone Investment moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Gladstone Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Gladstone Investment Piotroski F Score and Gladstone Investment Altman Z Score analysis. To learn how to invest in Gladstone Stock, please use our How to Invest in Gladstone Investment guide.You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Is Trading 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 Gladstone Investment. If investors know Gladstone 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 Gladstone Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Gladstone Investment is measured differently than its book value, which is the value of Gladstone that is recorded on the company's balance sheet. Investors also form their own opinion of Gladstone Investment's value that differs from its market value or its book value, called intrinsic value, which is Gladstone Investment's 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 Gladstone Investment's market value can be influenced by many factors that don't directly affect Gladstone Investment's 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 Gladstone Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gladstone Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gladstone Investment's 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.