Is Portman Ridge Stock a Good Investment?
Portman Ridge Investment Advice | PTMN |
- Examine Portman Ridge'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 Portman Ridge's leadership team and their track record. Good management can help Portman Ridge navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Capital Markets space and any emerging trends that could impact Portman Ridge's business and its evolving consumer preferences.
- Compare Portman Ridge's performance and market position to its competitors. Analyze how Portman Ridge is positioned in terms of product offerings, innovation, and market share.
- Check if Portman Ridge pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Portman Ridge'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 Portman Ridge Finance 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 Portman Ridge Finance is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very High | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Portman Ridge Stock
Researching Portman Ridge'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 18.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.79. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Portman Ridge Finance has Price/Earnings To Growth (PEG) ratio of 0.5. The entity recorded a loss per share of 0.64. The firm last dividend was issued on the 24th of March 2025. Portman Ridge had 1:10 split on the 26th of August 2021.
To determine if Portman Ridge 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 Portman Ridge's research are outlined below:
| Portman Ridge generated a negative expected return over the last 90 days | |
| Portman Ridge has a very high chance of going through financial distress in the upcoming years | |
| The company reported the previous year's revenue of 46.9 M. Net Loss for the year was (5.93 M) with profit before overhead, payroll, taxes, and interest of 62.43 M. | |
| Latest headline from news.google.com: Portman Ridge Finance NAV Continues To Slide - Seeking Alpha |
Portman Ridge Quarterly Accounts Payable |
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Portman Ridge 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 Portman Ridge Finance. 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 Portman Ridge'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.
| 13th of March 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of March 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 Portman Ridge'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 Portman Ridge's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-11-09 | 2020-09-30 | 0.5 | 0.6 | 0.1 | 20 | ||
2020-05-06 | 2020-03-31 | 0.5 | 0.6 | 0.1 | 20 | ||
2019-11-07 | 2019-09-30 | 0.7 | 0.6 | -0.1 | 14 | ||
2018-03-07 | 2017-12-31 | 0.8 | 0.7 | -0.1 | 12 | ||
2023-05-10 | 2023-03-31 | 0.76 | 0.89 | 0.13 | 17 | ||
2022-08-09 | 2022-06-30 | 0.7 | 0.57 | -0.13 | 18 | ||
2020-08-06 | 2020-06-30 | 0.47 | 0.6 | 0.13 | 27 | ||
2017-05-04 | 2017-03-31 | 1.03 | 0.9 | -0.13 | 12 |
Know Portman Ridge's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Portman Ridge is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Portman Ridge Finance backward and forwards among themselves. Portman Ridge's institutional investor refers to the entity that pools money to purchase Portman Ridge's 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 | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 52.6 K | Advisors Asset Management | 2024-12-31 | 44.8 K | Blackrock Inc | 2024-12-31 | 44.3 K | International Assets Investment Management, Llc | 2024-09-30 | 43.2 K | O'shaughnessy Asset Management Llc | 2024-12-31 | 34 K | Virtus Etf Advisers Llc | 2024-12-31 | 29.9 K | Deltec Asset Management Llc | 2024-12-31 | 27 K | Bi Asset Management Fondsmaeglerselskab A/s | 2024-12-31 | 25.8 K | Group One Trading, Lp | 2024-12-31 | 25.1 K | Bulldog Investors, Llc | 2024-12-31 | 216.5 K | Punch & Associates Inv Mgmt Inc | 2024-12-31 | 189.9 K |
Portman Ridge's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 135.95 M.Market Cap |
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Portman Ridge's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | 0.10 | 0.10 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.03) | (0.03) |
Determining Portman Ridge's profitability involves analyzing its financial statements and using various financial metrics to determine if Portman Ridge is a good buy. For example, gross profit margin measures Portman Ridge'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 Portman Ridge's profitability and make more informed investment decisions.
Evaluate Portman Ridge's management efficiency
Portman Ridge Finance has return on total asset (ROA) of 0.0559 % which means that it generated a profit of $0.0559 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.0303) %, meaning that it created substantial loss on money invested by shareholders. Portman Ridge's management efficiency ratios could be used to measure how well Portman Ridge manages its routine affairs as well as how well it operates its assets and liabilities. As of the 25th of March 2025, Return On Capital Employed is likely to grow to 0.10, though Return On Tangible Assets are likely to grow to (0.01). At this time, Portman Ridge's Total Assets are very stable compared to the past year. As of the 25th of March 2025, Other Assets is likely to grow to about 26.2 M, while Non Current Assets Total are likely to drop about 384.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 19.25 | 18.29 | |
| Tangible Book Value Per Share | 19.25 | 20.21 | |
| Enterprise Value Over EBITDA | 14.68 | 13.95 | |
| Price Book Value Ratio | 0.85 | 0.86 | |
| Enterprise Value Multiple | 14.68 | 13.95 | |
| Price Fair Value | 0.85 | 0.86 | |
| Enterprise Value | 134 M | 127.3 M |
Portman Ridge Finance has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Basic technical analysis of Portman Stock
As of the 25th of March, Portman Ridge holds the Variance of 1.46, risk adjusted performance of (0.09), and Coefficient Of Variation of (949.57). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Portman Ridge, as well as the relationship between them.Portman Ridge's 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 Portman Ridge insiders, such as employees or executives, is commonly permitted as long as it does not rely on Portman Ridge's 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 Portman Ridge 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.
Portman Ridge's Outstanding Corporate Bonds
Portman Ridge 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. Portman Ridge Finance 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 Portman bonds can be classified according to their maturity, which is the date when Portman Ridge Finance 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Portman Ridge's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Portman Ridge'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 | (0.09) | |||
| Market Risk Adjusted Performance | 0.4659 | |||
| Mean Deviation | 0.8067 | |||
| Coefficient Of Variation | (949.57) | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | 0.4559 | |||
| Maximum Drawdown | 7.96 | |||
| Value At Risk | (2.36) | |||
| Potential Upside | 1.16 | |||
| Skewness | (0.30) | |||
| Kurtosis | 3.67 |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | 0.4659 | |||
| Mean Deviation | 0.8067 | |||
| Coefficient Of Variation | (949.57) | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | 0.4559 | |||
| Maximum Drawdown | 7.96 | |||
| Value At Risk | (2.36) | |||
| Potential Upside | 1.16 | |||
| Skewness | (0.30) | |||
| Kurtosis | 3.67 |
Consider Portman Ridge's intraday indicators
Portman Ridge 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 Portman Ridge 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.
Portman Ridge Corporate Filings
8K | 18th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 13th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 25th of February 2025 Other Reports | ViewVerify | |
| 5th of February 2025 Other Reports | ViewVerify |
Portman Stock media impact
Far too much social signal, news, headlines, and media speculation about Portman Ridge that are available to investors today. That information is available publicly through Portman media outlets and privately through word of mouth or via Portman internal channels. However, regardless of the origin, that massive amount of Portman 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 Portman Ridge 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 Portman Ridge 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 Portman Ridge's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Portman Ridge alpha.
Portman Ridge Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Portman Ridge 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.
Portman Ridge Finance Historical Investor Sentiment
Investor biases related to Portman Ridge's public news can be used to forecast risks associated with an investment in Portman. The trend in average sentiment can be used to explain how an investor holding Portman can time the market purely based on public headlines and social activities around Portman Ridge Finance. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Portman Ridge's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Portman Ridge and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Portman Ridge news discussions. The higher the estimate score, the more favorable the investor's outlook on Portman Ridge.
Portman Ridge Corporate Management
| Brandon Satoren | Secretary Officer | Profile | |
| Edward Goldthorpe | CEO Chairman | Profile | |
| Patrick Schafer | Chief Investment Officer | Profile | |
| David JD | Chief Officer | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Portman Ridge Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Capital Markets 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 Portman Ridge. If investors know Portman 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 Portman Ridge 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 82.399 | Dividend Share 2.61 | Earnings Share (0.64) | Revenue Per Share | Quarterly Revenue Growth (0.19) |
The market value of Portman Ridge Finance is measured differently than its book value, which is the value of Portman that is recorded on the company's balance sheet. Investors also form their own opinion of Portman Ridge's value that differs from its market value or its book value, called intrinsic value, which is Portman Ridge'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 Portman Ridge's market value can be influenced by many factors that don't directly affect Portman Ridge'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 Portman Ridge's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Portman Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Portman Ridge'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.