William Penn Bancorp Stock Performance
| WMPN Stock | USD 10.62 0.20 1.85% |
The firm maintains a market beta of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, William Penn's returns are expected to increase less than the market. However, during the bear market, the loss of holding William Penn is expected to be smaller as well. At this point, William Penn Bancorp has a negative expected return of -0.2%. Please make sure to check out William Penn's skewness, as well as the relationship between the day median price and relative strength index , to decide if William Penn Bancorp 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 William Penn Bancorp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest fragile performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (1.85) | Five Day Return (1.94) | Year To Date Return (9.69) | Ten Year Return (49.43) | All Time Return (9.62) |
Forward Dividend Yield 0.0113 | Payout Ratio | Last Split Factor 6517:2000 | Forward Dividend Rate 0.12 | Dividend Date 2025-02-06 |
1 | William Penn Bancorp declares 0.03 dividend | 01/15/2025 |
2 | Disposition of 758 shares by Molden Christopher Matthew of William Penn subject to Rule 16b-3 | 01/23/2025 |
3 | Acquisition by Amy Hannigan of 9101 shares of William Penn subject to Rule 16b-3 | 01/29/2025 |
4 | Short Interest in William Penn Bancorporation Expands By 36.1 percent - MarketBeat | 02/04/2025 |
| William Penn dividend paid on 6th of February 2025 | 02/06/2025 |
5 | TOCKHOLDER ALERT The MA Class Action Firm Encourages Shareholders of EMKR, CCRN, WMPN, ALVR to Act Now | 02/13/2025 |
6 | Acquisition by Molden Christopher Matthew of 1530 shares of William Penn at 12.5336 subject to Rule 16b-3 | 03/07/2025 |
7 | Disposition of 2781 shares by Carmody Donald Michael Jr. of William Penn subject to Rule 16b-3 | 03/12/2025 |
8 | Disposition of 2780 shares by Molden Christopher Matthew of William Penn subject to Rule 16b-3 | 03/13/2025 |
| Begin Period Cash Flow | 20.8 M |
William |
William Penn Relative Risk vs. Return Landscape
If you would invest 1,205 in William Penn Bancorp on December 23, 2024 and sell it today you would lose (143.00) from holding William Penn Bancorp or give up 11.87% of portfolio value over 90 days. William Penn Bancorp is currently does not generate positive expected returns and assumes 1.5399% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than William, 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 |
William Penn Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for William Penn's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as William Penn Bancorp, and traders can use it to determine the average amount a William Penn'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 = -0.1267
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| Negative Returns | WMPN |
Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average William Penn 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 William Penn by adding William Penn to a well-diversified portfolio.
William Penn Fundamentals Growth
William Stock prices reflect investors' perceptions of the future prospects and financial health of William Penn, and William Penn 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 William Stock performance.
| Return On Equity | -0.0082 | |||
| Return On Asset | -0.0013 | |||
| Profit Margin | (0.05) % | |||
| Operating Margin | (0.08) % | |||
| Current Valuation | 108.39 M | |||
| Shares Outstanding | 9.21 M | |||
| Price To Earning | 92.88 X | |||
| Price To Book | 0.79 X | |||
| Price To Sales | 4.80 X | |||
| Revenue | 19.96 M | |||
| Gross Profit | 20.36 M | |||
| EBITDA | 753 K | |||
| Net Income | 168 K | |||
| Cash And Equivalents | 19.72 M | |||
| Cash Per Share | 1.47 X | |||
| Total Debt | 56.55 M | |||
| Book Value Per Share | 15.26 X | |||
| Cash Flow From Operations | 320 K | |||
| Earnings Per Share | (0.12) X | |||
| Market Capitalization | 97.79 M | |||
| Total Asset | 818.75 M | |||
| Retained Earnings | 57.59 M | |||
About William Penn Performance
By examining William Penn's fundamental ratios, stakeholders can obtain critical insights into William Penn'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 William Penn 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 |
Things to note about William Penn Bancorp performance evaluation
Checking the ongoing alerts about William Penn for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for William Penn Bancorp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| William Penn Bancorp generated a negative expected return over the last 90 days | |
| William Penn Bancorp has high likelihood to experience some financial distress in the next 2 years | |
| William Penn Bancorp has a poor financial position based on the latest SEC disclosures | |
| About 20.0% of the company outstanding shares are owned by insiders | |
| On 6th of February 2025 William Penn paid $ 0.03 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Molden Christopher Matthew of 1530 shares of William Penn at 12.5336 subject to Rule 16b-3 |
- Analyzing William Penn'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 William Penn's stock is overvalued or undervalued compared to its peers.
- Examining William Penn'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 William Penn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of William Penn's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of William Penn's stock. These opinions can provide insight into William Penn's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Penn Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Is Regional 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 William Penn. If investors know William 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 William Penn 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 0.631 | Dividend Share 0.12 | Earnings Share (0.12) | Revenue Per Share | Quarterly Revenue Growth 0.001 |
The market value of William Penn Bancorp is measured differently than its book value, which is the value of William that is recorded on the company's balance sheet. Investors also form their own opinion of William Penn's value that differs from its market value or its book value, called intrinsic value, which is William Penn'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 William Penn's market value can be influenced by many factors that don't directly affect William Penn'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 William Penn's value and its price as these two are different measures arrived at by different means. Investors typically determine if William Penn is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, William Penn'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.