Xcel Brands Shares Owned By Institutions vs. Revenue

XELB Stock  USD 0.63  0.03  4.32%   
Based on Xcel Brands' profitability indicators, Xcel Brands 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 Xcel Brands' ability to earn profits and add value for shareholders. As of December 12, 2024, Price To Sales Ratio is expected to decline to 1.36. In addition to that, Days Sales Outstanding is expected to decline to 67.46. The current year's Income Tax Expense is expected to grow to about 1.3 M, whereas Operating Income is projected to grow to (18.4 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.380.6104
Way Down
Slightly volatile
For Xcel Brands profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Xcel Brands to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Xcel Brands utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Xcel Brands's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Xcel Brands over time as well as its relative position and ranking within its peers.
  
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Is Specialty 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 Xcel Brands. If investors know Xcel 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 Xcel Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.89)
Revenue Per Share
0.483
Quarterly Revenue Growth
(0.56)
Return On Assets
(0.13)
Return On Equity
(0.36)
The market value of Xcel Brands is measured differently than its book value, which is the value of Xcel that is recorded on the company's balance sheet. Investors also form their own opinion of Xcel Brands' value that differs from its market value or its book value, called intrinsic value, which is Xcel Brands' 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 Xcel Brands' market value can be influenced by many factors that don't directly affect Xcel Brands' 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 Xcel Brands' value and its price as these two are different measures arrived at by different means. Investors typically determine if Xcel Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xcel Brands' 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.

Xcel Brands Revenue vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Xcel Brands's current stock value. Our valuation model uses many indicators to compare Xcel Brands value to that of its competitors to determine the firm's financial worth.
Xcel Brands is rated below average in shares owned by institutions category among its peers. It is rated below average in revenue category among its peers totaling about  670,000  of Revenue per Shares Owned By Institutions. At present, Xcel Brands' Total Revenue is projected to increase significantly based on the last few years of reporting. 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 Xcel Brands' earnings, one of the primary drivers of an investment's value.

Xcel Revenue 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.

Xcel Brands

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
26.50 %
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.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Xcel Brands

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
17.75 M
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Xcel Revenue vs Competition

Xcel Brands is rated below average in revenue category among its peers. Market size based on revenue of Consumer Discretionary industry is at this time estimated at about 419.86 Billion. Xcel Brands adds roughly 17.75 Million in revenue claiming only tiny portion of stocks in Consumer Discretionary industry.

Xcel Brands Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Xcel Brands, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Xcel Brands will eventually generate negative long term returns. The profitability progress is the general direction of Xcel Brands' change in net profit over the period of time. It can combine multiple indicators of Xcel Brands, 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
Operating Income-19.4 M-18.4 M
Net Loss-21.1 M-20 M
Income Tax Expense1.2 M1.3 M
Income Before Tax-21 M-20 M
Total Other Income Expense Net-1.6 M-1.7 M
Net Loss-3.6 M-3.8 M
Net Loss-21.4 M-20.3 M
Interest Income24.3 K23.1 K
Net Interest Income-40 K-42 K
Change To Netincome-17.1 M-16.2 M
Net Loss(1.07)(1.12)
Income Quality 0.31  0.30 
Net Income Per E B T 1.00  0.95 

Xcel Profitability Driver Comparison

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

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Use Investing Themes to Complement your Xcel Brands position

In addition to having Xcel Brands 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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Diversified Assets Theme
Pablicly traded close-end funds and other entities backed by different types of diversified investments. The Diversified Assets theme has 38 constituents at this time.
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When determining whether Xcel Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Xcel Brands' 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 Xcel Brands Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Xcel Brands Stock:
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For information on how to trade Xcel Stock refer to our How to Trade Xcel Stock guide.
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 Xcel Brands' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Xcel Brands 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 Xcel Brands' income statement, its balance sheet, and the statement of cash flows.
Potential Xcel Brands investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Xcel Brands investors may work on each financial statement separately, they are all related. The changes in Xcel Brands's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Xcel Brands'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.