Is Biglari Holdings Stock a Good Investment?
Biglari Holdings Investment Advice | BH |
- Examine Biglari Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Biglari Holdings' leadership team and their track record. Good management can help Biglari Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Hotels, Restaurants & Leisure space and any emerging trends that could impact Biglari Holdings' business and its evolving consumer preferences.
- Compare Biglari Holdings' performance and market position to its competitors. Analyze how Biglari Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Biglari Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Biglari Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Biglari Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Biglari Holdings is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Biglari Holdings Stock
Researching Biglari Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 83.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.11. Some equities with similar Price to Book (P/B) outperform the market in the long run. Biglari Holdings recorded earning per share (EPS) of 35.43. The entity last dividend was issued on the 14th of June 1996. The firm had 3:2 split on the 1st of May 2018.
To determine if Biglari Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Biglari Holdings' research are outlined below:
| Over 83.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: Acquisition by Biglari, Sardar of 384 shares of Biglari Holdings at 207.95 subject to Rule 16b-3 |
Biglari Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Biglari Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Biglari Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 23rd of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Biglari Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Biglari Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2016-05-13 | 2016-03-31 | 1.34 | 1.13 | -0.21 | 15 | ||
2016-08-05 | 2016-06-30 | 3.76 | 3.13 | -0.63 | 16 | ||
2017-05-05 | 2017-03-31 | 0.53 | -0.5014 | -1.0314 | 194 | ||
2016-11-04 | 2016-09-30 | 4.34 | 2.65 | -1.69 | 38 | ||
2017-02-27 | 2016-12-31 | 1.06 | -0.74 | -1.8 | 169 | ||
2019-11-01 | 2019-09-30 | -3.65 | -0.05 | 3.6 | 98 | ||
2018-02-24 | 2017-12-31 | -1.65 | -6.75 | -5.1 | 309 | ||
2018-11-02 | 2018-09-30 | -0.54 | -7.9 | -7.36 | 1362 |
Know Biglari Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Biglari Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Biglari Holdings backward and forwards among themselves. Biglari Holdings' institutional investor refers to the entity that pools money to purchase Biglari Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Empowered Funds, Llc | 2024-06-30 | 8.7 K | Northern Trust Corp | 2024-09-30 | 8 K | Arrowstreet Capital Limited Partnership | 2024-06-30 | 7.7 K | Los Angeles Capital Management Llc | 2024-09-30 | 4.4 K | Bank Of New York Mellon Corp | 2024-06-30 | 4 K | Martingale Asset Management L P | 2024-06-30 | 3.3 K | O'shaughnessy Asset Management Llc | 2024-06-30 | 3.1 K | Renaissance Technologies Corp | 2024-09-30 | 2.5 K | Gsa Capital Partners Llp | 2024-09-30 | 2.4 K | Biglari Capital Corp. | 2024-09-30 | 1.3 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 90.9 K |
Biglari Holdings' market capitalization trends
The company currently falls under 'Small-Cap' category with a market capitalization of 652.96 M.Market Cap |
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Biglari Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.06 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.09 | 0.18 |
Determining Biglari Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Biglari Holdings is a good buy. For example, gross profit margin measures Biglari Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Biglari Holdings' profitability and make more informed investment decisions.
Evaluate Biglari Holdings' management efficiency
Biglari Holdings has Return on Asset (ROA) of 0.0179 % which means that for every $100 of assets, it generated a profit of $0.0179. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.0883 %, which means that it produced $0.0883 on every 100 dollars invested by current stockholders. Biglari Holdings' management efficiency ratios could be used to measure how well Biglari Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The Biglari Holdings' current Return On Equity is estimated to increase to 0.18, while Return On Tangible Assets are projected to decrease to 0.06. The Biglari Holdings' current Intangibles To Total Assets is estimated to increase to 0.09, while Total Assets are projected to decrease to under 543.5 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 2.1 K | 2.2 K | |
| Tangible Book Value Per Share | 1.8 K | 1.9 K | |
| Enterprise Value Over EBITDA | 1.10 | 1.16 | |
| Price Book Value Ratio | 0.08 | 0.08 | |
| Enterprise Value Multiple | 1.10 | 1.16 | |
| Price Fair Value | 0.08 | 0.08 | |
| Enterprise Value | 108.9 M | 103.5 M |
Examining the leadership quality of Biglari Holdings offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Beta 1.361 |
Basic technical analysis of Biglari Stock
As of the 30th of November, Biglari Holdings shows the risk adjusted performance of 0.1017, and Mean Deviation of 1.48. Biglari Holdings technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Biglari Holdings' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Biglari Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Biglari Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Biglari Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Biglari Holdings' Outstanding Corporate Bonds
Biglari Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Biglari Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Biglari bonds can be classified according to their maturity, which is the date when Biglari Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Biglari Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Biglari Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1017 | |||
| Market Risk Adjusted Performance | 0.5804 | |||
| Mean Deviation | 1.48 | |||
| Semi Deviation | 1.21 | |||
| Downside Deviation | 1.5 | |||
| Coefficient Of Variation | 802.91 | |||
| Standard Deviation | 2.18 | |||
| Variance | 4.74 | |||
| Information Ratio | 0.0613 | |||
| Jensen Alpha | 0.2027 | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | 0.0893 | |||
| Treynor Ratio | 0.5704 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (2.23) | |||
| Potential Upside | 4.0 | |||
| Downside Variance | 2.24 | |||
| Semi Variance | 1.47 | |||
| Expected Short fall | (1.93) | |||
| Skewness | 1.75 | |||
| Kurtosis | 5.69 |
| Risk Adjusted Performance | 0.1017 | |||
| Market Risk Adjusted Performance | 0.5804 | |||
| Mean Deviation | 1.48 | |||
| Semi Deviation | 1.21 | |||
| Downside Deviation | 1.5 | |||
| Coefficient Of Variation | 802.91 | |||
| Standard Deviation | 2.18 | |||
| Variance | 4.74 | |||
| Information Ratio | 0.0613 | |||
| Jensen Alpha | 0.2027 | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | 0.0893 | |||
| Treynor Ratio | 0.5704 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (2.23) | |||
| Potential Upside | 4.0 | |||
| Downside Variance | 2.24 | |||
| Semi Variance | 1.47 | |||
| Expected Short fall | (1.93) | |||
| Skewness | 1.75 | |||
| Kurtosis | 5.69 |
Consider Biglari Holdings' intraday indicators
Biglari Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Biglari Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 50.19 | |||
| Daily Balance Of Power | (0.63) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 212.36 | |||
| Day Typical Price | 211.71 | |||
| Market Facilitation Index | 0.0049 | |||
| Price Action Indicator | (4.21) | |||
| Period Momentum Indicator | (4.57) | |||
| Relative Strength Index | 72.32 |
Biglari Holdings Corporate Filings
F4 | 29th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 15th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 18th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Biglari Stock media impact
Far too much social signal, news, headlines, and media speculation about Biglari Holdings that are available to investors today. That information is available publicly through Biglari media outlets and privately through word of mouth or via Biglari internal channels. However, regardless of the origin, that massive amount of Biglari data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Biglari Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Biglari Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Biglari Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Biglari Holdings alpha.
Biglari Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Biglari Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Biglari Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. For more detail on how to invest in Biglari Stock please use our How to Invest in Biglari Holdings guide.You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Is Hotels, Restaurants & Leisure 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 Biglari Holdings. If investors know Biglari 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 Biglari Holdings 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 (0.64) | Earnings Share 35.43 | Revenue Per Share 1.3 K | Quarterly Revenue Growth (0.01) | Return On Assets 0.0179 |
The market value of Biglari Holdings is measured differently than its book value, which is the value of Biglari that is recorded on the company's balance sheet. Investors also form their own opinion of Biglari Holdings' value that differs from its market value or its book value, called intrinsic value, which is Biglari Holdings' 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 Biglari Holdings' market value can be influenced by many factors that don't directly affect Biglari Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Biglari Holdings' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Biglari Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Biglari Holdings' 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.