Surmodics Stock Performance
| SRDX Stock | USD 29.37 0.36 1.24% |
The entity has a beta of 0.55, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SurModics' returns are expected to increase less than the market. However, during the bear market, the loss of holding SurModics is expected to be smaller as well. At this point, SurModics has a negative expected return of -0.49%. Please make sure to validate SurModics' maximum drawdown, daily balance of power, as well as the relationship between the Daily Balance Of Power and period momentum indicator , to decide if SurModics 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 SurModics has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 2.01 | Five Day Return 6.7 | Year To Date Return (24.50) | Ten Year Return 12.93 | All Time Return 637.48 |
Last Split Factor 2:1 | Last Split Date 2000-12-07 |
1 | Disposition of 7358 shares by Knight Susan E of SurModics at 27.3 subject to Rule 16b-3 | 01/24/2025 |
2 | Surmodics Inc Reports Q1 FY2025 EPS of and Revenue of 29.9 Million, Missing Estimates | 01/30/2025 |
3 | Surmodics Stock Down Despite Q1 Earnings Beat, Gross Margin Up - Yahoo Finance | 01/31/2025 |
4 | SurModics Loses -13.87 percent in 4 Weeks, Heres Why a Trend Reversal May be Around the Corner | 02/03/2025 |
5 | Barrington Research Cuts Earnings Estimates for Surmodics | 02/05/2025 |
6 | Disposition of 5275 shares by Bedoya Jose H of SurModics at 27.3 subject to Rule 16b-3 | 02/14/2025 |
7 | Disposition of 2640 shares by Heine Lisa Wipperman of SurModics at 27.3 subject to Rule 16b-3 | 02/18/2025 |
8 | Q2 Earnings Estimate for Surmodics Issued By Zacks Research | 02/26/2025 |
9 | FTC sues to block acquisition of Surmodics - TipRanks | 03/06/2025 |
10 | Surmodics Issues Statement on U.S. Federal Trade Commission Challenge to Proposed Acquisition of Surmodics by Funds Affiliated with GTCR | 03/07/2025 |
11 | Heres Why You Should Retain Surmodics Stock in Your Portfolio Now | 03/18/2025 |
| Begin Period Cash Flow | 41.4 M |
SurModics |
SurModics Relative Risk vs. Return Landscape
If you would invest 3,991 in SurModics on December 19, 2024 and sell it today you would lose (1,054) from holding SurModics or give up 26.41% of portfolio value over 90 days. SurModics is currently does not generate positive expected returns and assumes 2.3489% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than SurModics, 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 |
SurModics Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SurModics' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SurModics, and traders can use it to determine the average amount a SurModics' 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 = -0.2089
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| Negative Returns | SRDX |
Estimated Market Risk
| 2.35 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.49 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SurModics 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 SurModics by adding SurModics to a well-diversified portfolio.
SurModics Fundamentals Growth
SurModics Stock prices reflect investors' perceptions of the future prospects and financial health of SurModics, and SurModics 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 SurModics Stock performance.
| Return On Equity | -0.12 | ||||
| Return On Asset | -0.0066 | ||||
| Profit Margin | (0.11) % | ||||
| Operating Margin | (0.01) % | ||||
| Current Valuation | 422.76 M | ||||
| Shares Outstanding | 14.3 M | ||||
| Price To Earning | 69.21 X | ||||
| Price To Book | 3.76 X | ||||
| Price To Sales | 3.35 X | ||||
| Revenue | 126.08 M | ||||
| Gross Profit | 93.52 M | ||||
| EBITDA | 1.19 M | ||||
| Net Income | (11.54 M) | ||||
| Cash And Equivalents | 22.09 M | ||||
| Cash Per Share | 1.58 X | ||||
| Total Debt | 33.24 M | ||||
| Debt To Equity | 0.12 % | ||||
| Current Ratio | 2.04 X | ||||
| Book Value Per Share | 7.82 X | ||||
| Cash Flow From Operations | 248 K | ||||
| Earnings Per Share | (1.02) X | ||||
| Market Capitalization | 419.87 M | ||||
| Total Asset | 178.56 M | ||||
| Retained Earnings | 75.71 M | ||||
| Working Capital | 60.76 M | ||||
| Current Asset | 58.56 M | ||||
| Current Liabilities | 10.13 M | ||||
About SurModics Performance
Evaluating SurModics' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SurModics 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 SurModics has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 192.78 | 114.28 | |
| Return On Tangible Assets | (0.12) | (0.11) | |
| Return On Capital Employed | (0.04) | (0.04) | |
| Return On Assets | (0.07) | (0.07) | |
| Return On Equity | (0.10) | (0.11) |
Things to note about SurModics performance evaluation
Checking the ongoing alerts about SurModics for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SurModics help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SurModics generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 126.08 M. Net Loss for the year was (11.54 M) with profit before overhead, payroll, taxes, and interest of 93.52 M. | |
| SurModics has a poor financial position based on the latest SEC disclosures | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: Heres Why You Should Retain Surmodics Stock in Your Portfolio Now |
- Analyzing SurModics' 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 SurModics' stock is overvalued or undervalued compared to its peers.
- Examining SurModics' 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 SurModics' management team can have a significant impact on its success or failure. Reviewing the track record and experience of SurModics' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SurModics' stock. These opinions can provide insight into SurModics' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for SurModics Stock Analysis
When running SurModics' price analysis, check to measure SurModics' 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 SurModics is operating at the current time. Most of SurModics' value examination focuses on studying past and present price action to predict the probability of SurModics' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SurModics' price. Additionally, you may evaluate how the addition of SurModics to your portfolios can decrease your overall portfolio volatility.