Gladstone Investment Stock Performance
| GAINL Stock | USD 26.00 0.11 0.42% |
Gladstone Investment has a performance score of 5 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.0107, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Gladstone Investment are expected to decrease at a much lower rate. During the bear market, Gladstone Investment is likely to outperform the market. Gladstone Investment right now retains a risk of 0.44%. Please check out Gladstone Investment coefficient of variation, semi variance, price action indicator, as well as the relationship between the treynor ratio and daily balance of power , to decide if Gladstone Investment will be following its current trending patterns.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Gladstone Investment are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Gladstone Investment is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
| Gladstone Investment dividend paid on 1st of November 2024 | 11/01/2024 |
| 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 2,554 in Gladstone Investment on October 7, 2024 and sell it today you would earn a total of 46.00 from holding Gladstone Investment or generate 1.8% return on investment over 90 days. Gladstone Investment is currently producing 0.0293% returns and takes up 0.4426% volatility of returns over 90 trading days. Put another way, 3% of traded stocks are less volatile than Gladstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. 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 = 0.0662
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Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Gladstone Investment is performing at about 5% 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 | 0.23 | ||||
| Return On Asset | 0.0265 | ||||
| Profit Margin | 1.40 % | ||||
| Operating Margin | 0.43 % | ||||
| Current Valuation | 1.07 B | ||||
| Shares Outstanding | 32.82 M | ||||
| Price To Earning | 19.59 X | ||||
| Revenue | 79.05 M | ||||
| EBITDA | 111.73 M | ||||
| Cash And Equivalents | 26.8 M | ||||
| Cash Per Share | 0.81 X | ||||
| Total Debt | 398.35 M | ||||
| Debt To Equity | 0.63 % | ||||
| Book Value Per Share | 12.66 X | ||||
| Cash Flow From Operations | (69.94 M) | ||||
| Earnings Per Share | 2.70 X | ||||
| 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.
Gladstone Investment Corporation specializes in lower middle market, mature stage, buyouts refinancing existing debt senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes senior subordinated debt securities such as senior subordinated loans and senior subordinated notes junior subordinated debt securities such as subordinated notes and mezzanine loans limited liability company interests, and warrants or options. The fund typically holds the investments for seven years and exits via sale or recapitalization, initial public offering, or sale to third party. Gladstone Investment operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.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 has accumulated about 26.8 M in cash with (69.94 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.81. |
- 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 board of governors. For more information on how to buy Gladstone Stock please use our How to buy in Gladstone Stock guide.You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Is Specialized Finance 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.
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.