William Penn Current Valuation vs. Shares Owned By Insiders

WMPN Stock  USD 13.11  0.11  0.85%   
Considering William Penn's profitability and operating efficiency indicators, William Penn Bancorp 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 William Penn's ability to earn profits and add value for shareholders. As of the 12th of December 2024, Price To Sales Ratio is likely to drop to 4.81. In addition to that, Days Sales Outstanding is likely to drop to 100.37. At this time, William Penn's Net Interest Income is very stable compared to the past year. As of the 12th of December 2024, Change To Netincome is likely to grow to about 979 K, though Accumulated Other Comprehensive Income is likely to grow to (29.3 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Net Profit Margin0.0080.0084
Notably Down
Slightly volatile
Return On Assets2.0E-42.0E-4
Notably Down
Slightly volatile
Return On Equity0.00130.0013
Notably Down
Slightly volatile
For William Penn profitability analysis, we use financial ratios and fundamental drivers that measure the ability of William Penn to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well William Penn Bancorp utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between William Penn's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of William Penn Bancorp over time as well as its relative position and ranking within its peers.
  
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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
Revenue Per Share
2.418
Quarterly Revenue Growth
(0.04)
Return On Equity
(0.0002)
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.

William Penn Bancorp Shares Owned By Insiders vs. Current Valuation Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining William Penn's current stock value. Our valuation model uses many indicators to compare William Penn value to that of its competitors to determine the firm's financial worth.
William Penn Bancorp is rated below average in current valuation category among its peers. It is rated first in shares owned by insiders category among its peers . The ratio of Current Valuation to Shares Owned By Insiders for William Penn Bancorp is about  6,273,505 . 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 William Penn's earnings, one of the primary drivers of an investment's value.

William Current Valuation vs. Competition

William Penn Bancorp is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 316.89 Billion. William Penn adds roughly 127.47 Million in current valuation claiming only tiny portion of equities under Financials industry.

William Shares Owned By Insiders vs. Current Valuation

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

William Penn

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
127.47 M
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
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.

William Penn

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
20.32 %
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.

William Shares Owned By Insiders Comparison

William Penn is currently under evaluation in shares owned by insiders category among its peers.

William Penn Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in William Penn, profitability is also one of the essential criteria for including it into their portfolios because, without profit, William Penn will eventually generate negative long term returns. The profitability progress is the general direction of William Penn's change in net profit over the period of time. It can combine multiple indicators of William Penn, 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-30.8 M-29.3 M
Operating Income-127 K-120.7 K
Income Before Tax-290 K-275.5 K
Total Other Income Expense Net-290 K-304.5 K
Net Income168 K159.6 K
Income Tax Expense-458 K-435.1 K
Net Income Applicable To Common Shares4.9 M2.9 M
Net Income From Continuing Ops168 K159.6 K
Net Interest Income17.1 M18 M
Interest Income32.5 M24.2 M
Change To Netincome932.4 K979 K
Net Income Per Share 0.02  0.02 
Income Quality 1.90  1.43 
Net Loss(0.58)(0.55)

William Profitability Driver Comparison

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

Use William Penn 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 William Penn 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 William Penn will appreciate offsetting losses from the drop in the long position's value.

William Penn Pair Trading

William Penn Bancorp Pair Trading Analysis

The ability to find closely correlated positions to William Penn could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace William Penn 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 William Penn - 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 William Penn Bancorp to buy it.
The correlation of William Penn 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 William Penn moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if William Penn Bancorp 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 William Penn 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 William Penn position

In addition to having William Penn 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.

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Run Books Thematic Idea Now

Books
Books Theme
Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books theme has 48 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 Books Theme or any other thematic opportunities.
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When determining whether William Penn Bancorp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of William Penn'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 William Penn Bancorp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on William Penn Bancorp Stock:
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You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
To fully project William Penn's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of William Penn Bancorp 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 William Penn's income statement, its balance sheet, and the statement of cash flows.
Potential William Penn investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although William Penn investors may work on each financial statement separately, they are all related. The changes in William Penn's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on William Penn'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.