The Gabelli Equity Preferred Stock Performance
| GAB-PH Preferred Stock | USD 21.15 0.09 0.42% |
The company retains a Market Volatility (i.e., Beta) of 0.0792, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gabelli Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gabelli Equity is expected to be smaller as well. At this point, Gabelli Equity has a negative expected return of -0.17%. Please make sure to check out Gabelli Equity's treynor ratio, kurtosis, and the relationship between the jensen alpha and potential upside , to decide if Gabelli Equity 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 The Gabelli Equity has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Preferred Stock's fundamental drivers remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
| Begin Period Cash Flow | 1.7 M |
Gabelli |
Gabelli Equity Relative Risk vs. Return Landscape
If you would invest 2,357 in The Gabelli Equity on September 26, 2024 and sell it today you would lose (242.00) from holding The Gabelli Equity or give up 10.27% of portfolio value over 90 days. The Gabelli Equity is producing return of less than zero assuming 0.7131% volatility of returns over the 90 days investment horizon. Simply put, 6% of all preferred stocks have less volatile historical return distribution than Gabelli Equity, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Gabelli Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gabelli Equity's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as The Gabelli Equity, and traders can use it to determine the average amount a Gabelli Equity'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 = -0.2374
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| Negative Returns | GAB-PH |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gabelli Equity 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 Gabelli Equity by adding Gabelli Equity to a well-diversified portfolio.
Gabelli Equity Fundamentals Growth
Gabelli Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Gabelli Equity, and Gabelli Equity 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 Gabelli Preferred Stock performance.
| Return On Equity | -0.14 | ||||
| Return On Asset | 0.0021 | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 7.19 B | ||||
| Shares Outstanding | 252.93 M | ||||
| Price To Earning | 39.57 X | ||||
| Price To Sales | 46.28 X | ||||
| Revenue | 363 M | ||||
| Cash And Equivalents | 503.53 K | ||||
| Total Debt | 68.56 M | ||||
| Debt To Equity | 0.04 % | ||||
| Book Value Per Share | 4.89 X | ||||
| Cash Flow From Operations | (61.79 M) | ||||
| Earnings Per Share | 1.18 X | ||||
| Total Asset | 2.39 B | ||||
About Gabelli Equity Performance
By evaluating Gabelli Equity's fundamental ratios, stakeholders can gain valuable insights into Gabelli Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Gabelli Equity 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 Gabelli Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The Gabelli Equity Trust Inc. was formed on August 21, 1986 and is domiciled in the United States. Gabelli Equity operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Gabelli Equity performance evaluation
Checking the ongoing alerts about Gabelli Equity for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Gabelli Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gabelli Equity generated a negative expected return over the last 90 days | |
| The Gabelli Equity has accumulated about 503.53 K in cash with (61.79 M) of positive cash flow from operations. |
- Analyzing Gabelli Equity'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 Gabelli Equity's stock is overvalued or undervalued compared to its peers.
- Examining Gabelli Equity'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 Gabelli Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gabelli Equity's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Gabelli Equity's preferred stock. These opinions can provide insight into Gabelli Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Gabelli Preferred Stock analysis
When running Gabelli Equity's price analysis, check to measure Gabelli Equity'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 Gabelli Equity is operating at the current time. Most of Gabelli Equity's value examination focuses on studying past and present price action to predict the probability of Gabelli Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Gabelli Equity's price. Additionally, you may evaluate how the addition of Gabelli Equity to your portfolios can decrease your overall portfolio volatility.
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