Gladstone Investment Stock Performance
| GAIN Stock | USD 13.40 0.17 1.25% |
Gladstone Investment has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Gladstone Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gladstone Investment is expected to be smaller as well. Gladstone Investment right now retains a risk of 1.13%. Please check out Gladstone Investment value at risk, daily balance of power, and the relationship between the total risk alpha and expected short fall , to decide if Gladstone Investment will be following its current trending patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Gladstone Investment are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy forward indicators, Gladstone Investment is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (1.25) | Five Day Return (0.15) | Year To Date Return 1.21 | Ten Year Return 80.11 | All Time Return (10.90) |
Forward Dividend Yield 0.0716 | Payout Ratio | Forward Dividend Rate 0.96 | Dividend Date 2025-03-31 | Ex Dividend Date 2025-03-19 |
| Gladstone Investment dividend paid on 31st of December 2024 | 12/31/2024 |
| Gladstone Investment dividend paid on 31st of January 2025 | 01/31/2025 |
1 | Sarepta Therapeutics, Inc. Shares Sold by Gladstone Institutional Advisory LLC | 02/12/2025 |
2 | Gladstone Land Corp Q4 Earnings EPS Misses at -0.15, Revenue Beats at 21.1 Million | 02/19/2025 |
3 | Jags expect inexperienced staff, including 34-year-old GM James Gladstone, to grow into it | 02/24/2025 |
4 | Gladstone Investment Corporation Expands its Investment in Pyrotek Special Effects via the Acquisition of Unique Pyrotechnic | 02/26/2025 |
| Gladstone Investment dividend paid on 28th of February 2025 | 02/28/2025 |
6 | Rio Tinto and Edify Energy sign landmark solar and battery agreement for Rio Tintos Gladstone operations | 03/12/2025 |
7 | Rio Tinto shares in the green amid 2 billion renewable news | 03/13/2025 |
8 | Gladstone Investment Co. 4.875 percent Notes due 2028 to Issue Quarterly Dividend of 0.30 | 03/18/2025 |
9 | Analyzing Gladstone Investment Metalpha Technology | 03/20/2025 |
| Begin Period Cash Flow | 3.2 M | |
| Free Cash Flow | -69.9 M |
Gladstone |
Gladstone Investment Relative Risk vs. Return Landscape
If you would invest 1,289 in Gladstone Investment on December 24, 2024 and sell it today you would earn a total of 51.00 from holding Gladstone Investment or generate 3.96% return on investment over 90 days. Gladstone Investment is currently generating 0.0709% in daily expected returns and assumes 1.1282% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Gladstone, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Gladstone Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gladstone Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Gladstone Investment, and traders can use it to determine the average amount a Gladstone Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0629
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Gladstone Investment is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Gladstone Investment by adding it to a well-diversified portfolio.
Gladstone Investment Fundamentals Growth
Gladstone Stock prices reflect investors' perceptions of the future prospects and financial health of Gladstone Investment, and Gladstone Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Gladstone Stock performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0336 | ||||
| Profit Margin | 0.79 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 1.04 B | ||||
| Shares Outstanding | 36.84 M | ||||
| Price To Earning | 6.99 X | ||||
| Price To Book | 1.01 X | ||||
| Price To Sales | 5.54 X | ||||
| Revenue | 79.05 M | ||||
| Gross Profit | 89.18 M | ||||
| EBITDA | 111.73 M | ||||
| Net Income | 85.31 M | ||||
| Cash And Equivalents | 43.88 M | ||||
| Cash Per Share | 1.32 X | ||||
| Total Debt | 398.35 M | ||||
| Debt To Equity | 0.59 % | ||||
| Current Ratio | 1.50 X | ||||
| Book Value Per Share | 13.30 X | ||||
| Cash Flow From Operations | (69.94 M) | ||||
| Earnings Per Share | 1.91 X | ||||
| Market Capitalization | 493.62 M | ||||
| Total Asset | 938.08 M | ||||
| Retained Earnings | (19.56 M) | ||||
About Gladstone Investment Performance
By examining Gladstone Investment's fundamental ratios, stakeholders can obtain critical insights into Gladstone Investment's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Gladstone Investment is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 121.72 | 115.63 | |
| Return On Tangible Assets | 0.08 | 0.09 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.08 | 0.09 | |
| Return On Equity | 0.17 | 0.16 |
Things to note about Gladstone Investment performance evaluation
Checking the ongoing alerts about Gladstone Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Gladstone Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gladstone Investment currently holds about 43.88 M in cash with (69.94 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.32. | |
| Gladstone Investment has a poor financial position based on the latest SEC disclosures | |
| On 28th of February 2025 Gladstone Investment paid $ 0.08 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Analyzing Gladstone Investment Metalpha Technology |
- Analyzing Gladstone Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Gladstone Investment's stock is overvalued or undervalued compared to its peers.
- Examining Gladstone Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Gladstone Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gladstone Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Gladstone Investment's stock. These opinions can provide insight into Gladstone Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Gladstone Investment. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. To learn how to invest in Gladstone Stock, please use our How to Invest in Gladstone Investment guide.You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Is Asset Management & Custody Banks 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 Gladstone Investment. If investors know Gladstone 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 Gladstone Investment 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 4.472 | Dividend Share 0.96 | Earnings Share 1.91 | Revenue Per Share | Quarterly Revenue Growth (0.09) |
The market value of Gladstone Investment is measured differently than its book value, which is the value of Gladstone that is recorded on the company's balance sheet. Investors also form their own opinion of Gladstone Investment's value that differs from its market value or its book value, called intrinsic value, which is Gladstone Investment'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 Gladstone Investment's market value can be influenced by many factors that don't directly affect Gladstone Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Gladstone Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gladstone Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gladstone Investment'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.