Valley National Bancorp Stock Beta

VLY Stock  USD 10.21  0.17  1.64%   
Valley National Bancorp fundamentals help investors to digest information that contributes to Valley National's financial success or failures. It also enables traders to predict the movement of Valley Stock. The fundamental analysis module provides a way to measure Valley National'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 Valley National stock.
  
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Valley National Bancorp Company Beta Analysis

Valley National's 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.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current Valley National Beta

    
  1.09  
Most of Valley National's 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, Valley National Bancorp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Valley Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Valley National is extremely important. It helps to project a fair market value of Valley Stock properly, considering its historical fundamentals such as Beta. Since Valley National's 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 Valley National's 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 Valley National's 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, Valley National Bancorp has a Beta of 1.086. This is 32.44% higher than that of the Banks sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.

Valley Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Valley National's 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 Valley National could also be used in its relative valuation, which is a method of valuing Valley National by comparing valuation metrics of similar companies.
Valley National is currently under evaluation in beta category among its peers.

Valley National Current Valuation Drivers

We derive many important indicators used in calculating different scores of Valley National from analyzing Valley National's financial statements. These drivers represent accounts that assess Valley National's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Valley National's important valuation drivers and their relationship over time.
201920202021202220232024 (projected)
Market Cap2.9B3.9B5.6B5.5B5.5B5.8B
Enterprise Value6.3B7.0B6.0B6.6B8.3B8.7B

Valley National 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, Valley National's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Valley National's managers, analysts, and investors.
Environmental
Governance
Social

Valley National Institutional Holders

Institutional Holdings refers to the ownership stake in Valley National that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Valley National's 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 Valley National's value.
Shares
Goldman Sachs Group Inc2024-09-30
6.6 M
Aqr Capital Management Llc2024-09-30
M
Victory Capital Management Inc.2024-09-30
5.7 M
Morgan Stanley - Brokerage Accounts2024-09-30
4.8 M
Northern Trust Corp2024-09-30
4.8 M
Bank Of New York Mellon Corp2024-09-30
4.8 M
Voloridge Investment Management, Llc2024-09-30
M
Bank Of America Corp2024-09-30
2.8 M
Basswood Capital Management Llc2024-09-30
2.1 M
Blackrock Inc2024-06-30
71.1 M
Vanguard Group Inc2024-09-30
45.8 M
Valley National returns are very sensitive to returns on the market. As the market goes up or down, Valley National is expected to follow.

Valley Fundamentals

About Valley National Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Valley National Bancorp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Valley National using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Valley National Bancorp 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.

Additional Tools for Valley Stock Analysis

When running Valley National's price analysis, check to measure Valley National'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 Valley National is operating at the current time. Most of Valley National's value examination focuses on studying past and present price action to predict the probability of Valley National's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Valley National's price. Additionally, you may evaluate how the addition of Valley National to your portfolios can decrease your overall portfolio volatility.