Potbelly Co Stock Performance
| PBPB Stock | USD 12.39 0.31 2.44% |
On a scale of 0 to 100, Potbelly holds a performance score of 11. The company holds a Beta of 1.58, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Potbelly will likely underperform. Please check Potbelly's kurtosis, market facilitation index, and the relationship between the semi variance and rate of daily change , to make a quick decision on whether Potbelly's historical price patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Potbelly Co are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Potbelly sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (2.44) | Five Day Return (2.82) | Year To Date Return 32.23 | Ten Year Return (12.75) | All Time Return (59.73) |
1 | Potbelly Corp Accelerating Growth with Ambitious Franchise Expansion | 11/20/2024 |
2 | Disposition of 537 shares by Robert Wright of Potbelly at 10.4 subject to Rule 16b-3 | 11/29/2024 |
3 | Acquisition by Nierenberg Investment Management Company, Inc. of 12915 shares of Potbelly at 6.62 subject to Rule 16b-3 | 12/05/2024 |
4 | Acquisition by Nierenberg David of 1590 shares of Potbelly at 9.4 subject to Rule 16b-3 | 12/18/2024 |
5 | Disposition of 537 shares by Robert Wright of Potbelly at 9.42 subject to Rule 16b-3 | 12/31/2024 |
6 | Potbelly appoints KPMG as new auditor for FY 2025 | 01/08/2025 |
7 | Wall Street Analysts Think Potbelly Could Surge 47.83 percent Read This Before Placing a Bet | 01/16/2025 |
8 | Potbelly Upgraded to Strong Buy Heres What You Should Know | 01/17/2025 |
9 | Potbelly Corp Stock Price Up 5.12 percent on Jan 22 | 01/22/2025 |
10 | Disposition of 23479 shares by Robert Wright of Potbelly subject to Rule 16b-3 | 01/23/2025 |
11 | Potbelly Corp Shares Up 4.36 percent on Jan 24 | 01/24/2025 |
12 | Disposition of 641 shares by Robert Wright of Potbelly at 12.41 subject to Rule 16b-3 | 01/31/2025 |
13 | Wall Street Analysts See a 25.25 percent Upside in Potbelly Can the Stock Really Move This High | 02/04/2025 |
14 | Bull of the Day Potbelly | 02/05/2025 |
15 | Yum China Beats Q4 Earnings Estimates, Hikes Dividend, Stock Up | 02/07/2025 |
16 | Potbelly secures North Austin franchisee, still seeking more for metro expansion | 02/12/2025 |
| Begin Period Cash Flow | 15.6 M |
Potbelly |
Potbelly Relative Risk vs. Return Landscape
If you would invest 981.00 in Potbelly Co on November 19, 2024 and sell it today you would earn a total of 258.00 from holding Potbelly Co or generate 26.3% return on investment over 90 days. Potbelly Co is currently generating 0.4256% in daily expected returns and assumes 2.9878% risk (volatility on return distribution) over the 90 days horizon. In different words, 26% of stocks are less volatile than Potbelly, and 92% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Potbelly Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Potbelly's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Potbelly Co, and traders can use it to determine the average amount a Potbelly'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 = 0.1425
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Estimated Market Risk
| 2.99 actual daily | 26 74% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Potbelly is performing at about 11% 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 Potbelly by adding it to a well-diversified portfolio.
Potbelly Fundamentals Growth
Potbelly Stock prices reflect investors' perceptions of the future prospects and financial health of Potbelly, and Potbelly 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 Potbelly Stock performance.
| Return On Equity | 1.26 | ||||
| Return On Asset | 0.0372 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 516.66 M | ||||
| Shares Outstanding | 29.94 M | ||||
| Price To Earning | 161.88 X | ||||
| Price To Book | 7.02 X | ||||
| Price To Sales | 0.79 X | ||||
| Revenue | 491.41 M | ||||
| Gross Profit | 167.44 M | ||||
| EBITDA | 21.9 M | ||||
| Net Income | 5.58 M | ||||
| Cash And Equivalents | 9.51 M | ||||
| Cash Per Share | 0.33 X | ||||
| Total Debt | 186.99 M | ||||
| Current Ratio | 0.39 X | ||||
| Book Value Per Share | 1.77 X | ||||
| Cash Flow From Operations | 19.49 M | ||||
| Earnings Per Share | 1.25 X | ||||
| Market Capitalization | 370.92 M | ||||
| Total Asset | 252.46 M | ||||
| Retained Earnings | (333.8 M) | ||||
| Working Capital | (17.99 M) | ||||
| Current Asset | 49.78 M | ||||
| Current Liabilities | 25.18 M | ||||
About Potbelly Performance
By analyzing Potbelly's fundamental ratios, stakeholders can gain valuable insights into Potbelly's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Potbelly has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Potbelly has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 4.48 | 4.82 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.31 | 0.33 |
Things to note about Potbelly performance evaluation
Checking the ongoing alerts about Potbelly for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Potbelly help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Potbelly Co currently holds 186.99 M in liabilities. Potbelly has a current ratio of 0.38, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Potbelly's use of debt, we should always consider it together with its cash and equity. | |
| Over 80.0% of the company shares are owned by institutional investors | |
| Latest headline from bizjournals.com: Potbelly secures North Austin franchisee, still seeking more for metro expansion |
- Analyzing Potbelly'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 Potbelly's stock is overvalued or undervalued compared to its peers.
- Examining Potbelly'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 Potbelly's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Potbelly's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Potbelly's stock. These opinions can provide insight into Potbelly's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Potbelly Stock analysis
When running Potbelly's price analysis, check to measure Potbelly's 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 Potbelly is operating at the current time. Most of Potbelly's value examination focuses on studying past and present price action to predict the probability of Potbelly's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Potbelly's price. Additionally, you may evaluate how the addition of Potbelly to your portfolios can decrease your overall portfolio volatility.
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