Is Utz Brands Stock a Good Investment?
Utz Brands Investment Advice | UTZ |
- Examine Utz Brands' 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 Utz Brands' leadership team and their track record. Good management can help Utz Brands navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Packaged Foods & Meats space and any emerging trends that could impact Utz Brands' business and its evolving consumer preferences.
- Compare Utz Brands' performance and market position to its competitors. Analyze how Utz Brands is positioned in terms of product offerings, innovation, and market share.
- Check if Utz Brands pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Utz Brands' 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 Utz Brands 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 Utz Brands is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Utz Brands Stock
Researching Utz Brands' 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 17.0% of the company outstanding shares are owned by insiders. The book value of Utz Brands was at this time reported as 8.31. The company has Price/Earnings (P/E) ratio of 120.43. Utz Brands recorded a loss per share of 0.18. The entity last dividend was issued on the 16th of September 2024.
To determine if Utz Brands 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 Utz Brands' research are outlined below:
| Utz Brands has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the last year's revenue of 1.44 B. Reported Net Loss for the year was (40.03 M) with profit before taxes, overhead, and interest of 443.06 M. | |
| Over 93.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from forbes.com: Snacking On Utz Brands For 82 percent Annualized Return Potential |
Utz Brands Quarterly Good Will |
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Utz Brands 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 Utz Brands. 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 Utz Brands' 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.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th 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 Utz Brands' 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 Utz Brands' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-05-11 | 2023-03-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2023-11-09 | 2023-09-30 | 0.15 | 0.17 | 0.02 | 13 | ||
2022-11-10 | 2022-09-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2022-08-11 | 2022-06-30 | 0.11 | 0.13 | 0.02 | 18 | ||
2022-05-12 | 2022-03-31 | 0.09 | 0.11 | 0.02 | 22 | ||
2021-11-10 | 2021-09-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2021-08-12 | 2021-06-30 | 0.15 | 0.13 | -0.02 | 13 | ||
2024-08-01 | 2024-06-30 | 0.16 | 0.19 | 0.03 | 18 |
Know Utz Brands' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Utz Brands is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Utz Brands backward and forwards among themselves. Utz Brands' institutional investor refers to the entity that pools money to purchase Utz Brands' 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 | State Street Corp | 2024-06-30 | 1.6 M | Geode Capital Management, Llc | 2024-09-30 | 1.5 M | Jennison Associates Llc | 2024-09-30 | 1.5 M | Victory Capital Management Inc. | 2024-09-30 | 1.5 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.4 M | Gw&k Investment Management, Llc | 2024-09-30 | 1.3 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.3 M | Goldman Sachs Group Inc | 2024-06-30 | 969.6 K | Northern Trust Corp | 2024-09-30 | 928.1 K | Vanguard Group Inc | 2024-09-30 | 7 M | T. Rowe Price Investment Management,inc. | 2024-09-30 | 6.2 M |
Utz Brands' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 1.44 B.Market Cap |
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Utz Brands' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.04) | (0.04) |
Determining Utz Brands' profitability involves analyzing its financial statements and using various financial metrics to determine if Utz Brands is a good buy. For example, gross profit margin measures Utz Brands' 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 Utz Brands' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Utz Brands' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Utz Brands. Check Utz Brands' Beneish M Score to see the likelihood of Utz Brands' management manipulating its earnings.
Evaluate Utz Brands' management efficiency
Utz Brands has Return on Asset of 0.013 % which means that on every $100 spent on assets, it made $0.013 of profit. This is way below average. Utz Brands' management efficiency ratios could be used to measure how well Utz Brands manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to -0.03 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, Utz Brands' Non Currrent Assets Other are fairly stable compared to the past year. Other Assets is likely to rise to about 104.7 M in 2024, whereas Total Assets are likely to drop slightly above 2.2 B in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 17.07 | 12.58 | |
| Tangible Book Value Per Share | (7.34) | (6.97) | |
| Enterprise Value Over EBITDA | 22.32 | 23.44 | |
| Price Book Value Ratio | 1.97 | 1.40 | |
| Enterprise Value Multiple | 22.32 | 23.44 | |
| Price Fair Value | 1.97 | 1.40 | |
| Enterprise Value | 2.3 B | 1.7 B |
Understanding the operational decisions made by Utz Brands management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.0136 | Forward Dividend Yield 0.0136 | Forward Dividend Rate 0.24 | Beta 1.024 |
Basic technical analysis of Utz Stock
As of the 1st of December, Utz Brands has the Risk Adjusted Performance of 0.0386, semi deviation of 2.11, and Coefficient Of Variation of 2367.57. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Utz Brands, as well as the relationship between them.Utz Brands' 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 Utz Brands insiders, such as employees or executives, is commonly permitted as long as it does not rely on Utz Brands' 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 Utz Brands 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.
Utz Brands' Outstanding Corporate Bonds
Utz Brands 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. Utz Brands 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 Utz bonds can be classified according to their maturity, which is the date when Utz Brands 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 | |
| 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 Utz Brands' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Utz Brands' 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 | 0.0386 | |||
| Market Risk Adjusted Performance | 0.2429 | |||
| Mean Deviation | 1.54 | |||
| Semi Deviation | 2.11 | |||
| Downside Deviation | 2.37 | |||
| Coefficient Of Variation | 2367.57 | |||
| Standard Deviation | 2.09 | |||
| Variance | 4.37 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0354 | |||
| Total Risk Alpha | (0.27) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.2329 | |||
| Maximum Drawdown | 12.17 | |||
| Value At Risk | (3.21) | |||
| Potential Upside | 2.83 | |||
| Downside Variance | 5.63 | |||
| Semi Variance | 4.45 | |||
| Expected Short fall | (1.58) | |||
| Skewness | (0.12) | |||
| Kurtosis | 1.16 |
| Risk Adjusted Performance | 0.0386 | |||
| Market Risk Adjusted Performance | 0.2429 | |||
| Mean Deviation | 1.54 | |||
| Semi Deviation | 2.11 | |||
| Downside Deviation | 2.37 | |||
| Coefficient Of Variation | 2367.57 | |||
| Standard Deviation | 2.09 | |||
| Variance | 4.37 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0354 | |||
| Total Risk Alpha | (0.27) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.2329 | |||
| Maximum Drawdown | 12.17 | |||
| Value At Risk | (3.21) | |||
| Potential Upside | 2.83 | |||
| Downside Variance | 5.63 | |||
| Semi Variance | 4.45 | |||
| Expected Short fall | (1.58) | |||
| Skewness | (0.12) | |||
| Kurtosis | 1.16 |
Consider Utz Brands' intraday indicators
Utz Brands 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 Utz Brands 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.
Utz Brands Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 12th of November 2024 Other Reports | ViewVerify | |
F4 | 6th 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 |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Utz Stock media impact
Far too much social signal, news, headlines, and media speculation about Utz Brands that are available to investors today. That information is available publicly through Utz media outlets and privately through word of mouth or via Utz internal channels. However, regardless of the origin, that massive amount of Utz 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 Utz Brands 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 Utz Brands 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 Utz Brands' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Utz Brands alpha.
Utz Brands Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Utz Brands 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.
Utz Brands Corporate Management
| Theresa Shea | General VP | Profile | |
| Ajay Kataria | Executive Vice President - Finance and Accounting | Profile | |
| Brian Greth | Senior Integration | Profile | |
| Mike Aicklen | Head Sales | Profile | |
| Todd Staub | Executive Vice President Chief Administrative Officer | Profile | |
| Antonio Fernandez | Independent Director | Profile | |
| Eric Aumen | Chief Accounting Officer, Vice President | Profile |
Additional Tools for Utz Stock Analysis
When running Utz Brands' price analysis, check to measure Utz Brands' 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 Utz Brands is operating at the current time. Most of Utz Brands' value examination focuses on studying past and present price action to predict the probability of Utz Brands' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Utz Brands' price. Additionally, you may evaluate how the addition of Utz Brands to your portfolios can decrease your overall portfolio volatility.