Lindblad Expeditions Holdings Stock Performance
| LIND Stock | USD 7.41 0.46 6.62% |
The company secures a Beta (Market Risk) of 2.59, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lindblad Expeditions will likely underperform. Lindblad Expeditions has an expected return of -0.3%. Please make sure to verify Lindblad Expeditions Holdings potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Lindblad Expeditions performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Lindblad Expeditions Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in May 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (4.53) | Five Day Return (12.58) | Year To Date Return (35.83) | Ten Year Return (28.05) | All Time Return (27.45) |
1 | Payment of 20708 shares by SvenOlof Lindblad of Lindblad Expeditions subject to Rule 16b-3 | 01/23/2024 |
2 | Lindblad Expeditions Reports Sales Below Analyst Estimates In Q4 Earnings | 02/28/2024 |
3 | Stifel cuts Lindblad Expeditions stock PT to 16 amid high investor frustration | 02/29/2024 |
4 | Lindblad Expeditions Cut to Sell at StockNews.com | 03/01/2024 |
5 | Lindblad Expeditions Holdings Will Be Hoping To Turn Its Returns On Capital Around | 03/06/2024 |
6 | Heres Why Lindblad Expeditions Holdings Traded Higher in Q4 | 03/13/2024 |
7 | Lindblad Expeditions Shares Up 7.1 percent - MarketBeat | 03/21/2024 |
8 | Disposition of 10627 shares by Lindblad Sven-olof of Lindblad Expeditions subject to Rule 16b-3 | 03/28/2024 |
9 | Favourable Signals For Lindblad Expeditions Holdings Numerous Insiders Acquired Stock | 04/05/2024 |
10 | SG Americas Securities LLC Acquires 4778 Shares of Lindblad Expeditions Holdings, Inc. - Defense World | 04/12/2024 |
| Begin Period Cash Flow | 116 M |
Lindblad |
Lindblad Expeditions Relative Risk vs. Return Landscape
If you would invest 927.00 in Lindblad Expeditions Holdings on January 19, 2024 and sell it today you would lose (186.00) from holding Lindblad Expeditions Holdings or give up 20.06% of portfolio value over 90 days. Lindblad Expeditions Holdings is currently does not generate positive expected returns and assumes 3.175% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of stocks are less volatile than Lindblad, 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 |
Lindblad Expeditions Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lindblad Expeditions' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lindblad Expeditions Holdings, and traders can use it to determine the average amount a Lindblad Expeditions' 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 = -0.0961
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| Negative Returns | LIND |
Estimated Market Risk
| 3.18 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lindblad Expeditions 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 Lindblad Expeditions by adding Lindblad Expeditions to a well-diversified portfolio.
Lindblad Expeditions Fundamentals Growth
Lindblad Stock prices reflect investors' perceptions of the future prospects and financial health of Lindblad Expeditions, and Lindblad Expeditions 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 Lindblad Stock performance.
| Return On Equity | -19.47 | ||||
| Return On Asset | 0.0082 | ||||
| Profit Margin | (0.08) % | ||||
| Operating Margin | (0.11) % | ||||
| Current Valuation | 967.17 M | ||||
| Shares Outstanding | 53.43 M | ||||
| Price To Earning | 62.42 X | ||||
| Price To Book | 159.80 X | ||||
| Price To Sales | 0.73 X | ||||
| Revenue | 569.54 M | ||||
| Gross Profit | 138.28 M | ||||
| EBITDA | 58.12 M | ||||
| Net Income | (45.61 M) | ||||
| Cash And Equivalents | 117.84 M | ||||
| Cash Per Share | 2.22 X | ||||
| Total Debt | 623.75 M | ||||
| Current Ratio | 0.62 X | ||||
| Book Value Per Share | (4.22) X | ||||
| Cash Flow From Operations | 25.44 M | ||||
| Earnings Per Share | (0.94) X | ||||
| Market Capitalization | 388.97 M | ||||
| Total Asset | 831.3 M | ||||
| Retained Earnings | (322.21 M) | ||||
| Working Capital | (74.72 M) | ||||
| Current Asset | 234.34 M | ||||
| Current Liabilities | 104.32 M | ||||
About Lindblad Expeditions Performance
To evaluate Lindblad Expeditions Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lindblad Expeditions generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lindblad Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lindblad Expeditions market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lindblad's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 5.38 | 5.11 | |
| Return On Tangible Assets | (0.06) | (0.06) | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | (0.05) | (0.06) | |
| Return On Equity | 0.30 | 0.32 |
Things to note about Lindblad Expeditions performance evaluation
Checking the ongoing alerts about Lindblad Expeditions for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lindblad Expeditions help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lindblad Expeditions generated a negative expected return over the last 90 days | |
| Lindblad Expeditions has high historical volatility and very poor performance | |
| The company currently holds 623.75 M in liabilities. Lindblad Expeditions has a current ratio of 0.61, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Lindblad Expeditions until it has trouble settling it off, either with new capital or with free cash flow. So, Lindblad Expeditions' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Lindblad Expeditions sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Lindblad to invest in growth at high rates of return. When we think about Lindblad Expeditions' use of debt, we should always consider it together with cash and equity. | |
| The entity reported the previous year's revenue of 569.54 M. Net Loss for the year was (45.61 M) with profit before overhead, payroll, taxes, and interest of 138.28 M. | |
| Lindblad Expeditions has a poor financial position based on the latest SEC disclosures | |
| About 74.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: SG Americas Securities LLC Acquires 4778 Shares of Lindblad Expeditions Holdings, Inc. - Defense World |
- Analyzing Lindblad Expeditions' 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 Lindblad Expeditions' stock is overvalued or undervalued compared to its peers.
- Examining Lindblad Expeditions' 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 Lindblad Expeditions' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lindblad Expeditions' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lindblad Expeditions' stock. These opinions can provide insight into Lindblad Expeditions' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lindblad Expeditions Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
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When running Lindblad Expeditions' price analysis, check to measure Lindblad Expeditions' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lindblad Expeditions is operating at the current time. Most of Lindblad Expeditions' value examination focuses on studying past and present price action to predict the probability of Lindblad Expeditions' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lindblad Expeditions' price. Additionally, you may evaluate how the addition of Lindblad Expeditions to your portfolios can decrease your overall portfolio volatility.
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Is Lindblad Expeditions' industry 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 Lindblad Expeditions. If investors know Lindblad 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 Lindblad Expeditions listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.94) | Revenue Per Share 10.694 | Quarterly Revenue Growth 0.063 | Return On Assets 0.0082 | Return On Equity (19.47) |
The market value of Lindblad Expeditions is measured differently than its book value, which is the value of Lindblad that is recorded on the company's balance sheet. Investors also form their own opinion of Lindblad Expeditions' value that differs from its market value or its book value, called intrinsic value, which is Lindblad Expeditions' 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 Lindblad Expeditions' market value can be influenced by many factors that don't directly affect Lindblad Expeditions' 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 Lindblad Expeditions' value and its price as these two are different measures arrived at by different means. Investors typically determine if Lindblad Expeditions is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lindblad Expeditions' 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.