Is Fidelis Insurance Stock a Good Investment?
Fidelis Insurance Investment Advice | FIHL |
- Examine Fidelis Insurance's 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 Fidelis Insurance's leadership team and their track record. Good management can help Fidelis Insurance navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Property & Casualty Insurance space and any emerging trends that could impact Fidelis Insurance's business and its evolving consumer preferences.
- Compare Fidelis Insurance's performance and market position to its competitors. Analyze how Fidelis Insurance is positioned in terms of product offerings, innovation, and market share.
- Check if Fidelis Insurance pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Fidelis Insurance's 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 Fidelis Insurance 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 Fidelis Insurance Holdings is a good investment.
Sell | Buy |
Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Fidelis Insurance Stock
Researching Fidelis Insurance's 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 22.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.88. Some equities with similar Price to Book (P/B) outperform the market in the long run. Fidelis Insurance last dividend was issued on the 29th of November 2024.
To determine if Fidelis Insurance 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 Fidelis Insurance's research are outlined below:
| Fidelis Insurance has a poor financial position based on the latest SEC disclosures | |
| About 68.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: Fidelis Insurance Holdings SWOT analysis specialty insurers stock navigates market shifts |
Fidelis Insurance 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 Fidelis Insurance 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 Fidelis Insurance's 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.
| 28th of June 2024 Upcoming Quarterly Report | View | |
| 28th of June 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of June 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Fidelis Insurance's 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 Fidelis Insurance's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-05-09 | 2024-03-31 | 0.62 | 0.69 | 0.07 | 11 | ||
2024-11-12 | 2024-09-30 | 0.72 | 0.92 | 0.2 | 27 | ||
2023-08-22 | 2023-06-30 | 0.56 | 0.76 | 0.2 | 35 | ||
2024-08-14 | 2024-06-30 | 0.69 | 0.46 | -0.23 | 33 | ||
2024-02-29 | 2023-12-31 | 0.79 | 1.15 | 0.36 | 45 |
Fidelis Insurance's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.31 B.Market Cap |
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Fidelis Insurance's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.28 | 0.29 | |
| Return On Capital Employed | 0.41 | 0.43 | |
| Return On Assets | 0.28 | 0.29 | |
| Return On Equity | 0.87 | 0.91 |
Determining Fidelis Insurance's profitability involves analyzing its financial statements and using various financial metrics to determine if Fidelis Insurance is a good buy. For example, gross profit margin measures Fidelis Insurance's 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 Fidelis Insurance's profitability and make more informed investment decisions.
Evaluate Fidelis Insurance's management efficiency
Fidelis Insurance has return on total asset (ROA) of 0.0261 % which means that it generated a profit of $0.0261 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1936 %, meaning that it created $0.1936 on every $100 dollars invested by stockholders. Fidelis Insurance's management efficiency ratios could be used to measure how well Fidelis Insurance manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.29 this year. Return On Capital Employed is expected to rise to 0.43 this year. At this time, Fidelis Insurance's Debt To Assets are quite stable compared to the past year. Fixed Asset Turnover is expected to rise to 64.38 this year, although the value of Other Assets will most likely fall to (537.9 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 21.43 | 13.00 | |
| Tangible Book Value Per Share | 21.43 | 22.50 | |
| Enterprise Value Over EBITDA | 0.48 | 0.46 | |
| Price Book Value Ratio | 0.59 | 0.70 | |
| Enterprise Value Multiple | 0.48 | 0.46 | |
| Price Fair Value | 0.59 | 0.70 | |
| Enterprise Value | 899 M | 972.5 M |
Examining the leadership quality of Fidelis Insurance Holdings offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Dividend Yield 0.0194 | Forward Dividend Yield 0.0194 | Forward Dividend Rate 0.4 |
Basic technical analysis of Fidelis Stock
As of the 28th of November, Fidelis Insurance shows the Coefficient Of Variation of 1043.72, mean deviation of 1.43, and Downside Deviation of 2.12. Fidelis Insurance technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Fidelis Insurance jensen alpha, and the relationship between the coefficient of variation and potential upside to decide if Fidelis Insurance is priced favorably, providing market reflects its regular price of 20.66 per share. Given that Fidelis Insurance has jensen alpha of 0.0696, we urge you to verify Fidelis Insurance Holdings's prevailing market performance to make sure the company can sustain itself at a future point.Understand Fidelis Insurance's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Fidelis Insurance's 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 | 0.0798 | |||
| Market Risk Adjusted Performance | 0.1912 | |||
| Mean Deviation | 1.43 | |||
| Semi Deviation | 1.9 | |||
| Downside Deviation | 2.12 | |||
| Coefficient Of Variation | 1043.72 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.43 | |||
| Information Ratio | 0.0362 | |||
| Jensen Alpha | 0.0696 | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | 0.0359 | |||
| Treynor Ratio | 0.1812 | |||
| Maximum Drawdown | 12.41 | |||
| Value At Risk | (2.25) | |||
| Potential Upside | 3.45 | |||
| Downside Variance | 4.51 | |||
| Semi Variance | 3.62 | |||
| Expected Short fall | (1.59) | |||
| Skewness | (0.14) | |||
| Kurtosis | 5.47 |
| Risk Adjusted Performance | 0.0798 | |||
| Market Risk Adjusted Performance | 0.1912 | |||
| Mean Deviation | 1.43 | |||
| Semi Deviation | 1.9 | |||
| Downside Deviation | 2.12 | |||
| Coefficient Of Variation | 1043.72 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.43 | |||
| Information Ratio | 0.0362 | |||
| Jensen Alpha | 0.0696 | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | 0.0359 | |||
| Treynor Ratio | 0.1812 | |||
| Maximum Drawdown | 12.41 | |||
| Value At Risk | (2.25) | |||
| Potential Upside | 3.45 | |||
| Downside Variance | 4.51 | |||
| Semi Variance | 3.62 | |||
| Expected Short fall | (1.59) | |||
| Skewness | (0.14) | |||
| Kurtosis | 5.47 |
Consider Fidelis Insurance's intraday indicators
Fidelis Insurance 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 Fidelis Insurance 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.
Fidelis Insurance Corporate Filings
6K | 12th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 20th of May 2024 Other Reports | ViewVerify | |
| 15th of March 2024 Other Reports | ViewVerify |
Fidelis Stock media impact
Far too much social signal, news, headlines, and media speculation about Fidelis Insurance that are available to investors today. That information is available publicly through Fidelis media outlets and privately through word of mouth or via Fidelis internal channels. However, regardless of the origin, that massive amount of Fidelis 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 Fidelis Insurance 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 Fidelis Insurance 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 Fidelis Insurance's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Fidelis Insurance alpha.
Fidelis Insurance Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Fidelis Insurance 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.
Fidelis Insurance Corporate Management
| Sylvia Lenzen | Group Claims | Profile | |
| John Iles | Group Compliance | Profile | |
| Jonathan Strickle | Group Officer | Profile | |
| Janice Weidenborner | Group Officer | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelis Insurance 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. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Is Property & Casualty Insurance 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 Fidelis Insurance. If investors know Fidelis 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 Fidelis Insurance 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 0.188 | Earnings Share 3.83 | Revenue Per Share 19.694 | Quarterly Revenue Growth 0.276 | Return On Assets 0.0261 |
The market value of Fidelis Insurance is measured differently than its book value, which is the value of Fidelis that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelis Insurance's value that differs from its market value or its book value, called intrinsic value, which is Fidelis Insurance'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 Fidelis Insurance's market value can be influenced by many factors that don't directly affect Fidelis Insurance's 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 Fidelis Insurance's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Fidelis Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelis Insurance'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.