Apogee Enterprises Shares Owned By Insiders vs. Shares Owned By Institutions

APOG Stock  USD 71.28  0.45  0.63%   
Based on Apogee Enterprises' profitability indicators, Apogee Enterprises may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Apogee Enterprises' ability to earn profits and add value for shareholders. The Apogee Enterprises' current Sales General And Administrative To Revenue is estimated to increase to 0.17, while Price To Sales Ratio is projected to decrease to 0.58. At this time, Apogee Enterprises' Net Income is most likely to increase significantly in the upcoming years. The Apogee Enterprises' current Income Tax Expense is estimated to increase to about 31.1 M, while Total Other Income Expense Net is projected to decrease to (4.8 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.230.263
Fairly Down
Slightly volatile
Net Profit Margin0.04460.0703
Way Down
Slightly volatile
Operating Profit Margin0.06330.0945
Way Down
Slightly volatile
Pretax Profit Margin0.05750.0912
Way Down
Slightly volatile
Return On Assets0.05480.1127
Way Down
Slightly volatile
Return On Equity0.120.2115
Way Down
Slightly volatile
For Apogee Enterprises profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Apogee Enterprises to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Apogee Enterprises utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Apogee Enterprises's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Apogee Enterprises over time as well as its relative position and ranking within its peers.
  

Apogee Enterprises' Revenue Breakdown by Earning Segment

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Is Building Products 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 Apogee Enterprises. If investors know Apogee 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 Apogee Enterprises 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
(0.08)
Dividend Share
0.99
Earnings Share
4.74
Revenue Per Share
62.921
Quarterly Revenue Growth
(0.03)
The market value of Apogee Enterprises is measured differently than its book value, which is the value of Apogee that is recorded on the company's balance sheet. Investors also form their own opinion of Apogee Enterprises' value that differs from its market value or its book value, called intrinsic value, which is Apogee Enterprises' 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 Apogee Enterprises' market value can be influenced by many factors that don't directly affect Apogee Enterprises' 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 Apogee Enterprises' value and its price as these two are different measures arrived at by different means. Investors typically determine if Apogee Enterprises is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apogee Enterprises' 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.

Apogee Enterprises Shares Owned By Institutions vs. Shares Owned By Insiders Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Apogee Enterprises's current stock value. Our valuation model uses many indicators to compare Apogee Enterprises value to that of its competitors to determine the firm's financial worth.
Apogee Enterprises is rated fifth in shares owned by insiders category among its peers. It is rated below average in shares owned by institutions category among its peers producing about  52.72  of Shares Owned By Institutions per Shares Owned By Insiders. Comparative valuation analysis is a catch-all technique that is used if you cannot value Apogee Enterprises by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Apogee Shares Owned By Institutions vs. Shares Owned By Insiders

Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.

Apogee Enterprises

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
1.83 %
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Apogee Enterprises

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
96.26 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.

Apogee Shares Owned By Institutions Comparison

Apogee Enterprises is currently under evaluation in shares owned by institutions category among its peers.

Apogee Enterprises Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Apogee Enterprises, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Apogee Enterprises will eventually generate negative long term returns. The profitability progress is the general direction of Apogee Enterprises' change in net profit over the period of time. It can combine multiple indicators of Apogee Enterprises, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-29.5 M-31 M
Operating Income133.8 M140.5 M
Income Before Tax129.3 M135.7 M
Total Other Income Expense Net-4.6 M-4.8 M
Net Income99.6 M104.6 M
Income Tax Expense29.6 M31.1 M
Net Income Applicable To Common Shares61.9 M39.9 M
Net Income From Continuing Ops99.6 M60.5 M
Non Operating Income Net Other524 K550.2 K
Interest Income9.3 M9.8 M
Net Interest Income-6.7 M-7 M
Change To Netincome13.4 MM
Net Income Per Share 4.55  2.34 
Income Quality 2.05  1.73 
Net Income Per E B T 0.77  0.78 

Apogee Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Apogee Enterprises. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Apogee Enterprises position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Apogee Enterprises' important profitability drivers and their relationship over time.

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When determining whether Apogee Enterprises is a strong investment it is important to analyze Apogee Enterprises' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Apogee Enterprises' future performance. For an informed investment choice regarding Apogee Stock, refer to the following important reports:
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For more detail on how to invest in Apogee Stock please use our How to Invest in Apogee Enterprises guide.
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To fully project Apogee Enterprises' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Apogee Enterprises at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Apogee Enterprises' income statement, its balance sheet, and the statement of cash flows.
Potential Apogee Enterprises investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Apogee Enterprises investors may work on each financial statement separately, they are all related. The changes in Apogee Enterprises's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Apogee Enterprises's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.