SpartanNash Shares Owned By Institutions vs. Return On Equity

SPTN Stock  USD 19.18  0.09  0.47%   
Considering the key profitability indicators obtained from SpartanNash's historical financial statements, SpartanNash Co may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess SpartanNash's ability to earn profits and add value for shareholders. At this time, SpartanNash's Days Sales Outstanding is very stable compared to the past year. As of the 5th of December 2024, Operating Cash Flow Sales Ratio is likely to grow to 0.02, while Price To Sales Ratio is likely to drop 0.08. At this time, SpartanNash's Accumulated Other Comprehensive Income is very stable compared to the past year. As of the 5th of December 2024, Non Operating Income Net Other is likely to grow to about 1.1 M, while Operating Income is likely to drop about 42.7 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.130.1532
Fairly Down
Slightly volatile
Net Profit Margin0.00350.0056
Way Down
Slightly volatile
Pretax Profit Margin0.00710.0074
Sufficiently Down
Slightly volatile
Return On Assets0.01550.0178
Fairly Down
Slightly volatile
Return On Equity0.03340.0539
Way Down
Slightly volatile
For SpartanNash profitability analysis, we use financial ratios and fundamental drivers that measure the ability of SpartanNash to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well SpartanNash Co utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between SpartanNash's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of SpartanNash Co over time as well as its relative position and ranking within its peers.
  

SpartanNash's Revenue Breakdown by Earning Segment

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Is Consumer Staples Distribution & Retail 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 SpartanNash. If investors know SpartanNash 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 SpartanNash listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share
0.868
Earnings Share
1.33
Revenue Per Share
281.208
Quarterly Revenue Growth
(0.01)
Return On Assets
0.0362
The market value of SpartanNash is measured differently than its book value, which is the value of SpartanNash that is recorded on the company's balance sheet. Investors also form their own opinion of SpartanNash's value that differs from its market value or its book value, called intrinsic value, which is SpartanNash'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 SpartanNash's market value can be influenced by many factors that don't directly affect SpartanNash'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 SpartanNash's value and its price as these two are different measures arrived at by different means. Investors typically determine if SpartanNash is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SpartanNash'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.

SpartanNash Return On Equity vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining SpartanNash's current stock value. Our valuation model uses many indicators to compare SpartanNash value to that of its competitors to determine the firm's financial worth.
SpartanNash Co is rated below average in shares owned by institutions category among its peers. It also is rated below average in return on equity category among its peers . The ratio of Shares Owned By Institutions to Return On Equity for SpartanNash Co is about  1,472 . At this time, SpartanNash's Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the SpartanNash's earnings, one of the primary drivers of an investment's value.

SpartanNash Return On Equity vs. Shares Owned By Institutions

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.

SpartanNash

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
86.28 %
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.
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

SpartanNash

Return On Equity

 = 

Net Income

Total Equity

 = 
0.0586
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

SpartanNash Return On Equity Comparison

SpartanNash is currently under evaluation in return on equity category among its peers.

SpartanNash Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in SpartanNash, profitability is also one of the essential criteria for including it into their portfolios because, without profit, SpartanNash will eventually generate negative long term returns. The profitability progress is the general direction of SpartanNash's change in net profit over the period of time. It can combine multiple indicators of SpartanNash, 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 Income796 K835.8 K
Operating Income83.2 M42.7 M
Income Before Tax55.5 M38 M
Total Other Income Expense Net-27.7 M-26.3 M
Net Income42.6 M27.6 M
Income Tax Expense13.5 M10.5 M
Net Income Applicable To Common Shares39.7 M32.7 M
Net Income From Continuing Ops42.6 M41.5 M
Non Operating Income Net OtherM1.1 M
Interest Income17.2 M16.4 M
Net Interest Income-38.2 M-40.2 M
Change To Netincome82.8 M86.9 M
Net Income Per Share 1.22  1.45 
Income Quality 2.88  2.58 
Net Income Per E B T 0.76  0.60 

SpartanNash Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on SpartanNash. 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 SpartanNash 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 SpartanNash's important profitability drivers and their relationship over time.

Use SpartanNash in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if SpartanNash position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in SpartanNash will appreciate offsetting losses from the drop in the long position's value.

SpartanNash Pair Trading

SpartanNash Co Pair Trading Analysis

The ability to find closely correlated positions to SpartanNash could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace SpartanNash when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back SpartanNash - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling SpartanNash Co to buy it.
The correlation of SpartanNash is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as SpartanNash moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if SpartanNash moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for SpartanNash can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your SpartanNash position

In addition to having SpartanNash in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Banks - Regional Thematic Idea Now

Banks - Regional
Banks - Regional Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banks - Regional theme has 19 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banks - Regional Theme or any other thematic opportunities.
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When determining whether SpartanNash offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SpartanNash's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spartannash Co Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Spartannash Co Stock:
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You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
To fully project SpartanNash's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of SpartanNash 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 SpartanNash's income statement, its balance sheet, and the statement of cash flows.
Potential SpartanNash investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although SpartanNash investors may work on each financial statement separately, they are all related. The changes in SpartanNash's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on SpartanNash'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.