Lindblad Expeditions Holdings Stock Beta
| LIND Stock | USD 10.28 0.63 6.53% |
Lindblad Expeditions Holdings fundamentals help investors to digest information that contributes to Lindblad Expeditions' financial success or failures. It also enables traders to predict the movement of Lindblad Stock. The fundamental analysis module provides a way to measure Lindblad Expeditions' 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 Lindblad Expeditions stock.
Lindblad | Beta |
Lindblad Expeditions Holdings Company Beta Analysis
Lindblad Expeditions' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Lindblad Expeditions Beta | 3.13 |
Most of Lindblad Expeditions' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lindblad Expeditions Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Lindblad Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Lindblad Expeditions is extremely important. It helps to project a fair market value of Lindblad Stock properly, considering its historical fundamentals such as Beta. Since Lindblad Expeditions' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Lindblad Expeditions' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Lindblad Expeditions' interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Lindblad Expeditions Holdings has a Beta of 3.129. This is 272.5% higher than that of the Hotels, Restaurants & Leisure sector and significantly higher than that of the Consumer Discretionary industry. The beta for all United States stocks is notably lower than that of the firm.
Lindblad Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lindblad Expeditions' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Lindblad Expeditions could also be used in its relative valuation, which is a method of valuing Lindblad Expeditions by comparing valuation metrics of similar companies.Lindblad Expeditions is currently under evaluation in beta category among its peers.
Lindblad Expeditions Current Valuation Drivers
We derive many important indicators used in calculating different scores of Lindblad Expeditions from analyzing Lindblad Expeditions' financial statements. These drivers represent accounts that assess Lindblad Expeditions' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Lindblad Expeditions' important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 851.5M | 781.7M | 400.5M | 600.2M | 638.3M | 409.5M | |
| Enterprise Value | 1.2B | 1.2B | 870.8M | 1.1B | 456.2M | 531.4M |
Lindblad Expeditions 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, Lindblad Expeditions' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Lindblad Expeditions' managers, analysts, and investors.Environmental | Governance | Social |
Lindblad Expeditions Institutional Holders
Institutional Holdings refers to the ownership stake in Lindblad Expeditions that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Lindblad Expeditions' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Lindblad Expeditions' value.| Shares | Silvercrest Asset Management Group Llc | 2024-12-31 | 739.1 K | Aperture Investors, Llc | 2024-12-31 | 733.5 K | Portolan Capital Management, Llc | 2024-12-31 | 544.3 K | Jpmorgan Chase & Co | 2024-12-31 | 514.2 K | Connor Clark & Lunn Inv Mgmt Ltd | 2024-12-31 | 499.9 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 465.3 K | Ubs Group Ag | 2024-12-31 | 451.6 K | Penn Capital Management Company Llc | 2024-12-31 | 449.8 K | Marshall Wace Asset Management Ltd | 2024-12-31 | 412.6 K | Ariel Investments, Llc | 2024-12-31 | 7.3 M | Blackrock Inc | 2024-12-31 | 3.1 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lindblad Expeditions will likely underperform.
Lindblad Fundamentals
| Return On Equity | -19.47 | ||||
| Return On Asset | 0.0199 | ||||
| Profit Margin | (0.05) % | ||||
| Operating Margin | (0.01) % | ||||
| Current Valuation | 1.08 B | ||||
| Shares Outstanding | 54.59 M | ||||
| Shares Owned By Insiders | 32.32 % | ||||
| Shares Owned By Institutions | 73.30 % | ||||
| Number Of Shares Shorted | 2.35 M | ||||
| Price To Earning | 62.42 X | ||||
| Price To Book | 159.80 X | ||||
| Price To Sales | 0.87 X | ||||
| Revenue | 644.73 M | ||||
| Gross Profit | 301.05 M | ||||
| EBITDA | 74.14 M | ||||
| Net Income | (28.2 M) | ||||
| Cash And Equivalents | 117.84 M | ||||
| Cash Per Share | 2.22 X | ||||
| Total Debt | 1.87 M | ||||
| Current Ratio | 0.62 X | ||||
| Book Value Per Share | (4.66) X | ||||
| Cash Flow From Operations | 92.36 M | ||||
| Short Ratio | 7.70 X | ||||
| Earnings Per Share | (0.67) X | ||||
| Target Price | 15.33 | ||||
| Number Of Employees | 1.23 K | ||||
| Beta | 3.13 | ||||
| Market Capitalization | 561.15 M | ||||
| Total Asset | 876.9 M | ||||
| Retained Earnings | (362.88 M) | ||||
| Working Capital | (114.02 M) | ||||
| Current Asset | 234.34 M | ||||
| Current Liabilities | 104.32 M | ||||
| Net Asset | 876.9 M |
About Lindblad Expeditions Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lindblad Expeditions Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lindblad Expeditions using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lindblad Expeditions Holdings 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Lindblad Expeditions is a strong investment it is important to analyze Lindblad Expeditions' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Lindblad Expeditions' future performance. For an informed investment choice regarding Lindblad Stock, refer to the following important reports:Check out Lindblad Expeditions Piotroski F Score and Lindblad Expeditions Altman Z Score analysis. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Is Hotels, Resorts & Cruise Lines 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 Lindblad Expeditions. If investors know Lindblad 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 Lindblad Expeditions listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.496 | Earnings Share (0.67) | Revenue Per Share | Quarterly Revenue Growth 0.185 | Return On Assets |
The market value of Lindblad Expeditions is measured differently than its book value, which is the value of Lindblad that is recorded on the company's balance sheet. Investors also form their own opinion of Lindblad Expeditions' value that differs from its market value or its book value, called intrinsic value, which is Lindblad Expeditions' 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 Lindblad Expeditions' market value can be influenced by many factors that don't directly affect Lindblad Expeditions' 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 Lindblad Expeditions' value and its price as these two are different measures arrived at by different means. Investors typically determine if Lindblad Expeditions is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lindblad Expeditions' 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.