Marcus Stock Performance
| MCS Stock | USD 20.95 0.12 0.58% |
The company secures a Beta (Market Risk) of 0.23, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Marcus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Marcus is expected to be smaller as well. At this point, Marcus has a negative expected return of -0.12%. Please make sure to verify Marcus' treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Marcus performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Marcus has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return (1.00) | Five Day Return (3.16) | Year To Date Return (1.75) | Ten Year Return 7.55 | All Time Return 1.8 K |
Forward Dividend Yield 0.0135 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 0.28 | Dividend Date 2025-03-17 |
| Marcus dividend paid on 16th of December 2024 | 12/16/2024 |
1 | Aston Villa vs Ipswich Kieran McKenna on Marcus Rashford | 02/13/2025 |
2 | Neiman Marcus to close flagship downtown Dallas store | 02/18/2025 |
3 | Neiman Marcuss Iconic Dallas Store Is Closing After 117 Years | 02/19/2025 |
4 | Marcus Rashford disagreement as ex-Man Utd team-mate admits he didnt get the hype | 02/20/2025 |
5 | Read This Before Considering The Marcus Corporation For Its Upcoming US0.07 Dividend | 02/21/2025 |
| Begin Period Cash Flow | 24.5 M |
Marcus |
Marcus Relative Risk vs. Return Landscape
If you would invest 2,256 in Marcus on November 28, 2024 and sell it today you would lose (161.00) from holding Marcus or give up 7.14% of portfolio value over 90 days. Marcus is generating negative expected returns assuming volatility of 1.5079% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Marcus, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Marcus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marcus' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Marcus, and traders can use it to determine the average amount a Marcus' 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 = -0.0772
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| Negative Returns | MCS |
Estimated Market Risk
| 1.51 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Marcus is not performing at its full potential. However, 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 Marcus by adding Marcus to a well-diversified portfolio.
Marcus Fundamentals Growth
Marcus Stock prices reflect investors' perceptions of the future prospects and financial health of Marcus, and Marcus 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 Marcus Stock performance.
| Return On Equity | -0.0218 | ||||
| Return On Asset | 0.0106 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 1 B | ||||
| Shares Outstanding | 24.5 M | ||||
| Price To Earning | 21.73 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.98 X | ||||
| Revenue | 729.58 M | ||||
| Gross Profit | 277.99 M | ||||
| EBITDA | 101.67 M | ||||
| Net Income | 14.79 M | ||||
| Cash And Equivalents | 21.7 M | ||||
| Cash Per Share | 1.95 X | ||||
| Total Debt | 379.06 M | ||||
| Debt To Equity | 1.11 % | ||||
| Current Ratio | 0.52 X | ||||
| Book Value Per Share | 14.68 X | ||||
| Cash Flow From Operations | 102.63 M | ||||
| Earnings Per Share | (0.32) X | ||||
| Market Capitalization | 655.14 M | ||||
| Total Asset | 1.07 B | ||||
| Retained Earnings | 281.6 M | ||||
| Working Capital | (62.71 M) | ||||
| Current Asset | 36.66 M | ||||
| Current Liabilities | 102.01 M | ||||
About Marcus Performance
Assessing Marcus' fundamental ratios provides investors with valuable insights into Marcus' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Marcus is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 7.73 | 10.19 | |
| Return On Tangible Assets | (0.11) | (0.12) | |
| Return On Capital Employed | (0.17) | (0.16) | |
| Return On Assets | (0.10) | (0.11) | |
| Return On Equity | (0.29) | (0.27) |
Things to note about Marcus performance evaluation
Checking the ongoing alerts about Marcus for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Marcus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marcus generated a negative expected return over the last 90 days | |
| Marcus has 379.06 M in debt with debt to equity (D/E) ratio of 1.11, which is OK given its current industry classification. Marcus has a current ratio of 0.51, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Marcus to invest in growth at high rates of return. | |
| Over 80.0% of Marcus shares are owned by institutional investors | |
| Latest headline from simplywall.st: Read This Before Considering The Marcus Corporation For Its Upcoming US0.07 Dividend |
- Analyzing Marcus' 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 Marcus' stock is overvalued or undervalued compared to its peers.
- Examining Marcus' 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 Marcus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marcus' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Marcus' stock. These opinions can provide insight into Marcus' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Marcus Stock Analysis
When running Marcus' price analysis, check to measure Marcus' 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 Marcus is operating at the current time. Most of Marcus' value examination focuses on studying past and present price action to predict the probability of Marcus' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marcus' price. Additionally, you may evaluate how the addition of Marcus to your portfolios can decrease your overall portfolio volatility.