Fundamental Global Stock Performance
| FGF Stock | USD 20.28 0.61 3.10% |
On a scale of 0 to 100, Fundamental Global holds a performance score of 6. The firm shows a Beta (market volatility) of -0.74, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Fundamental Global are expected to decrease at a much lower rate. During the bear market, Fundamental Global is likely to outperform the market. Please check Fundamental Global's total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to make a quick decision on whether Fundamental Global's price patterns will revert.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fundamental Global are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, Fundamental Global reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 3.09 | Five Day Return (5.19) | Year To Date Return (19.20) | Ten Year Return (89.64) | All Time Return (89.80) |
Last Split Factor 1:25 | Last Split Date 2024-11-01 |
1 | Acquisition by Hayes Rita of 36765 shares of Fundamental Global subject to Rule 16b-3 | 05/07/2025 |
2 | Acquisition by Swets Larry G Jr of 124 shares of Fundamental Global at 17.0 subject to Rule 16b-3 | 05/09/2025 |
3 | Fundamental Global Inc. Declares Cash Dividend on Its 8.00 percent Cumulative Preferred Stock, Series A | 05/13/2025 |
4 | Fundamental Global First Quarter 2025 Earnings US7.28 loss per share | 05/16/2025 |
5 | Acquisition by Suh Ndamukong of 1172 shares of Fundamental Global subject to Rule 16b-3 | 05/19/2025 |
6 | Acquisition by Mitchell Michael C of 10000 shares of Fundamental Global at 16.445 subject to Rule 16b-3 | 05/21/2025 |
7 | Acquisition by Swets Larry G Jr of 125 shares of Fundamental Global at 16.95 subject to Rule 16b-3 | 05/23/2025 |
8 | Is Schwab Fundamental International Small Company Index ETF a Strong ETF Right Now - Nasdaq | 06/03/2025 |
9 | Acquisition by Cerminara Kyle of 2816 shares of Fundamental Global subject to Rule 16b-3 | 06/04/2025 |
10 | Acquisition by Swets Larry G Jr of 119 shares of Fundamental Global at 17.7 subject to Rule 16b-3 | 06/06/2025 |
11 | Acquisition by Suh Ndamukong of 2944 shares of Fundamental Global subject to Rule 16b-3 | 06/10/2025 |
12 | Acquisition by Swets Larry G Jr of 123 shares of Fundamental Global at 17.15 subject to Rule 16b-3 | 07/03/2025 |
13 | SP Global Inc. shares rise 1.84 percent after-hours following Wolfe Researchs price target adjustment to 600. - AInvest | 07/14/2025 |
14 | Microinsurance Market Size to Grow USD 138.29 Billion by 2032, Driven by Demand for Affordable Coverage Report by SNS Insider | 07/22/2025 |
| Begin Period Cash Flow | 6 M | |
| Total Cashflows From Investing Activities | 13.1 M |
Fundamental | Build AI portfolio with Fundamental Stock |
Fundamental Global Relative Risk vs. Return Landscape
If you would invest 1,613 in Fundamental Global on April 27, 2025 and sell it today you would earn a total of 415.00 from holding Fundamental Global or generate 25.73% return on investment over 90 days. Fundamental Global is generating 0.5995% of daily returns assuming volatility of 7.5824% on return distribution over 90 days investment horizon. In other words, 67% of stocks are less volatile than Fundamental, and above 88% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Fundamental Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamental Global's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fundamental Global, and traders can use it to determine the average amount a Fundamental Global's 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 = 0.0791
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FGF | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 7.58 actual daily | 67 67% of assets are less volatile |
Expected Return
| 0.6 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Fundamental Global is performing at about 6% of its full potential. 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 Fundamental Global by adding it to a well-diversified portfolio.
Fundamental Global Fundamentals Growth
Fundamental Stock prices reflect investors' perceptions of the future prospects and financial health of Fundamental Global, and Fundamental Global 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 Fundamental Stock performance.
| Return On Equity | -0.41 | ||||
| Return On Asset | -0.16 | ||||
| Profit Margin | (0.49) % | ||||
| Operating Margin | (22.58) % | ||||
| Current Valuation | 45.92 M | ||||
| Shares Outstanding | 1.27 M | ||||
| Price To Book | 0.62 X | ||||
| Price To Sales | 1.95 X | ||||
| Revenue | 17.35 M | ||||
| Gross Profit | (11.68 M) | ||||
| EBITDA | (21.81 M) | ||||
| Net Income | (22.86 M) | ||||
| Cash And Equivalents | 12.83 M | ||||
| Cash Per Share | 1.37 X | ||||
| Total Debt | 3.74 M | ||||
| Current Ratio | 3.07 X | ||||
| Book Value Per Share | 32.86 X | ||||
| Cash Flow From Operations | (4.71 M) | ||||
| Earnings Per Share | (22.47) X | ||||
| Market Capitalization | 25.8 M | ||||
| Total Asset | 109.47 M | ||||
| Retained Earnings | (229 K) | ||||
| Working Capital | 16.52 M | ||||
About Fundamental Global Performance
By analyzing Fundamental Global's fundamental ratios, stakeholders can gain valuable insights into Fundamental Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fundamental Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fundamental Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 23.58 | 24.76 | |
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | (0.23) | (0.22) | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.02) | (0.02) |
Things to note about Fundamental Global performance evaluation
Checking the ongoing alerts about Fundamental Global for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fundamental Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundamental Global is way too risky over 90 days horizon | |
| Fundamental Global appears to be risky and price may revert if volatility continues | |
| The company reported the last year's revenue of 17.35 M. Reported Net Loss for the year was (22.86 M) with loss before taxes, overhead, and interest of (11.68 M). | |
| Fundamental Global has about 12.83 M in cash with (4.71 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.37. | |
| Roughly 15.0% of the company shares are held by company insiders | |
| Latest headline from finance.yahoo.com: Microinsurance Market Size to Grow USD 138.29 Billion by 2032, Driven by Demand for Affordable Coverage Report by SNS Insider |
- Analyzing Fundamental Global's 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 Fundamental Global's stock is overvalued or undervalued compared to its peers.
- Examining Fundamental Global's 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 Fundamental Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamental Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fundamental Global's stock. These opinions can provide insight into Fundamental Global's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Fundamental Stock analysis
When running Fundamental Global's price analysis, check to measure Fundamental Global'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 Fundamental Global is operating at the current time. Most of Fundamental Global's value examination focuses on studying past and present price action to predict the probability of Fundamental Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fundamental Global's price. Additionally, you may evaluate how the addition of Fundamental Global to your portfolios can decrease your overall portfolio volatility.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |