Is Modiv Stock a Good Investment?
Modiv Investment Advice | MDV |
- Examine Modiv's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Modiv's leadership team and their track record. Good management can help Modiv navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Real Estate Management & Development space and any emerging trends that could impact Modiv's business and its evolving consumer preferences.
- Compare Modiv's performance and market position to its competitors. Analyze how Modiv is positioned in terms of product offerings, innovation, and market share.
- Check if Modiv pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Modiv's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Modiv Inc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Modiv Inc is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Modiv Stock
Researching Modiv's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company has price-to-book ratio of 0.88. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Modiv Inc recorded a loss per share of 0.78. The entity last dividend was issued on the 31st of October 2024. The firm had 1083:1000 split on the 16th of January 2024.
To determine if Modiv is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Modiv's research are outlined below:
| Modiv Inc has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the last year's revenue of 46.94 M. Reported Net Loss for the year was (8.7 M) with profit before taxes, overhead, and interest of 37.55 M. | |
| Modiv Inc has a frail financial position based on the latest SEC disclosures | |
| On 25th of October 2024 Modiv paid $ 0.0958 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Smith Kimberly J of tradable shares of Modiv at 16.64 subject to Rule 16b-3 |
Modiv Quarterly Liabilities And Stockholders Equity |
|
Modiv uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Modiv Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Modiv's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 20th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Modiv's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Modiv's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-06 | 2024-06-30 | -0.05 | 0.03 | 0.08 | 160 | ||
2023-02-23 | 2022-12-31 | -0.11 | -0.02 | 0.09 | 81 | ||
2024-05-02 | 2024-03-31 | 0.03 | 0.33 | 0.3 | 1000 | ||
2023-08-14 | 2023-06-30 | -0.02 | 0.35 | 0.37 | 1850 | ||
2022-11-14 | 2022-09-30 | -0.04 | 0.35 | 0.39 | 975 | ||
2023-05-15 | 2023-03-31 | -0.16 | -0.62 | -0.46 | 287 | ||
2024-03-04 | 2023-12-31 | 0.03 | -0.46 | -0.49 | 1633 | ||
2023-11-13 | 2023-09-30 | -0.14 | -0.94 | -0.8 | 571 |
Know Modiv's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Modiv is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Modiv Inc backward and forwards among themselves. Modiv's institutional investor refers to the entity that pools money to purchase Modiv's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Millennium Management Llc | 2024-06-30 | 13 K | Regatta Capital Group Llc | 2024-09-30 | 12.1 K | Perritt Capital Management Inc. | 2024-06-30 | 11 K | Bailard Inc | 2024-06-30 | 10.5 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 10.1 K | Globeflex Capital, L.p. | 2024-06-30 | 6.2 K | Advisor Group Holdings, Inc. | 2024-06-30 | 3.3 K | Nisa Investment Advisors, L.l.c. | 2024-06-30 | 2.7 K | Tower Research Capital Llc | 2024-06-30 | 1.8 K | Vanguard Group Inc | 2024-06-30 | 323.9 K | Bard Associates Inc | 2024-06-30 | 106.9 K |
Modiv's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 165.01 M.Market Cap |
|
Modiv's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.05) | (0.05) |
Determining Modiv's profitability involves analyzing its financial statements and using various financial metrics to determine if Modiv is a good buy. For example, gross profit margin measures Modiv's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Modiv's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Modiv's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Modiv Inc. Check Modiv's Beneish M Score to see the likelihood of Modiv's management manipulating its earnings.
Evaluate Modiv's management efficiency
Modiv Inc has Return on Asset of 0.012 % which means that on every $100 spent on assets, it made $0.012 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.0122) %, meaning that it generated no profit with money invested by stockholders. Modiv's management efficiency ratios could be used to measure how well Modiv manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to climb to 0.04 in 2024, whereas Return On Tangible Assets are likely to drop (0.01) in 2024. At this time, Modiv's Other Assets are fairly stable compared to the past year. Total Current Assets is likely to climb to about 30.6 M in 2024, whereas Non Current Assets Total are likely to drop slightly above 330.6 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 29.78 | 31.27 | |
| Tangible Book Value Per Share | 29.61 | 31.09 | |
| Enterprise Value Over EBITDA | 14.11 | 14.82 | |
| Price Book Value Ratio | 0.72 | 1.22 | |
| Enterprise Value Multiple | 14.11 | 14.82 | |
| Price Fair Value | 0.72 | 1.22 | |
| Enterprise Value | 358.2 M | 304.5 M |
Management at Modiv Inc focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Dividend Yield 0.0656 | Forward Dividend Yield 0.0656 | Forward Dividend Rate 1.15 | Beta (0.22) |
Basic technical analysis of Modiv Stock
As of the 30th of October, Modiv secures the Mean Deviation of 1.47, downside deviation of 1.8, and Risk Adjusted Performance of 0.118. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Modiv Inc, as well as the relationship between them. Please verify Modiv Inc variance, as well as the relationship between the value at risk and skewness to decide if Modiv Inc is priced some-what accurately, providing market reflects its recent price of 17.14 per share. Given that Modiv Inc has jensen alpha of 0.2501, we recommend you to check Modiv's last-minute market performance to make sure the company can sustain itself at a future point.Modiv's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Modiv insiders, such as employees or executives, is commonly permitted as long as it does not rely on Modiv's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Modiv insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Modiv's Outstanding Corporate Bonds
Modiv issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Modiv Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Modiv bonds can be classified according to their maturity, which is the date when Modiv Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Modiv's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Modiv's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.118 | |||
| Market Risk Adjusted Performance | 0.5835 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 1.61 | |||
| Downside Deviation | 1.8 | |||
| Coefficient Of Variation | 683.59 | |||
| Standard Deviation | 1.96 | |||
| Variance | 3.84 | |||
| Information Ratio | 0.1132 | |||
| Jensen Alpha | 0.2501 | |||
| Total Risk Alpha | 0.136 | |||
| Sortino Ratio | 0.1229 | |||
| Treynor Ratio | 0.5735 | |||
| Maximum Drawdown | 10.69 | |||
| Value At Risk | (2.18) | |||
| Potential Upside | 3.52 | |||
| Downside Variance | 3.26 | |||
| Semi Variance | 2.58 | |||
| Expected Short fall | (1.75) | |||
| Skewness | (0.10) | |||
| Kurtosis | 1.81 |
| Risk Adjusted Performance | 0.118 | |||
| Market Risk Adjusted Performance | 0.5835 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 1.61 | |||
| Downside Deviation | 1.8 | |||
| Coefficient Of Variation | 683.59 | |||
| Standard Deviation | 1.96 | |||
| Variance | 3.84 | |||
| Information Ratio | 0.1132 | |||
| Jensen Alpha | 0.2501 | |||
| Total Risk Alpha | 0.136 | |||
| Sortino Ratio | 0.1229 | |||
| Treynor Ratio | 0.5735 | |||
| Maximum Drawdown | 10.69 | |||
| Value At Risk | (2.18) | |||
| Potential Upside | 3.52 | |||
| Downside Variance | 3.26 | |||
| Semi Variance | 2.58 | |||
| Expected Short fall | (1.75) | |||
| Skewness | (0.10) | |||
| Kurtosis | 1.81 |
Consider Modiv's intraday indicators
Modiv intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Modiv stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Modiv Corporate Filings
F4 | 28th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 17th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 25th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 18th of September 2024 Other Reports | ViewVerify |
Modiv Stock media impact
Far too much social signal, news, headlines, and media speculation about Modiv that are available to investors today. That information is available publicly through Modiv media outlets and privately through word of mouth or via Modiv internal channels. However, regardless of the origin, that massive amount of Modiv data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Modiv news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Modiv relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Modiv's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Modiv alpha.
Modiv Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Modiv can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Modiv Corporate Management
| William Broms | Chief Officer | Profile | |
| Sandra Sciutto | Senior Officer | Profile | |
| Pierre Bradshaw | VP Marketing | Profile | |
| John Raney | Chief Counsel | Profile | |
| Raymond Pacini | CFO, VP | Profile | |
| David Collins | Head Management | Profile |
Additional Tools for Modiv Stock Analysis
When running Modiv's price analysis, check to measure Modiv's 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 Modiv is operating at the current time. Most of Modiv's value examination focuses on studying past and present price action to predict the probability of Modiv's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Modiv's price. Additionally, you may evaluate how the addition of Modiv to your portfolios can decrease your overall portfolio volatility.