I3 Verticals Stock Performance
| IIIV Stock | USD 25.27 0.93 3.55% |
The firm owns a Beta (Systematic Risk) of 0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, I3 Verticals' returns are expected to increase less than the market. However, during the bear market, the loss of holding I3 Verticals is expected to be smaller as well. At this point, i3 Verticals has a negative expected return of -0.23%. Please make sure to check out I3 Verticals' total risk alpha, as well as the relationship between the skewness and day median price , to decide if i3 Verticals performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days i3 Verticals has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's forward indicators remain fairly stable which may send shares a bit higher in June 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return (0.76) | Five Day Return 5.05 | Year To Date Return 12.49 | Ten Year Return 42.78 | All Time Return 42.78 |
1 | Acquisition by Harvey Robert Burton of 3876 shares of I3 Verticals subject to Rule 16b-3 | 03/11/2025 |
2 | Investment Analysis and Advice - news.stocktradersdaily.com | 05/02/2025 |
3 | i3 Verticals Sells Healthcare Revenue Cycle Management Unit for 96M IIIV Stock News | 05/06/2025 |
4 | i3 Verticals Expected to Announce Earnings on Thursday | 05/07/2025 |
5 | i3 Verticals Inc Q2 2025 Earnings Report Preview What To Look For | 05/08/2025 |
6 | i3 Verticals Target Price Adjustment by Morgan Stanley IIIV Stock News | 05/13/2025 |
7 | Insider Sell Geoffrey Smith Sells Shares of i3 Verticals Inc | 05/15/2025 |
| Begin Period Cash Flow | 12.4 M | |
| Free Cash Flow | 48.4 M |
I3 Verticals Relative Risk vs. Return Landscape
If you would invest 2,950 in i3 Verticals on February 18, 2025 and sell it today you would lose (459.00) from holding i3 Verticals or give up 15.56% of portfolio value over 90 days. i3 Verticals is currently does not generate positive expected returns and assumes 2.3232% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than IIIV, 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 |
I3 Verticals Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for I3 Verticals' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as i3 Verticals, and traders can use it to determine the average amount a I3 Verticals' 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 = -0.1005
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IIIV |
Estimated Market Risk
| 2.32 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.23 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 I3 Verticals 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 I3 Verticals by adding I3 Verticals to a well-diversified portfolio.
I3 Verticals Fundamentals Growth
IIIV Stock prices reflect investors' perceptions of the future prospects and financial health of I3 Verticals, and I3 Verticals 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 IIIV Stock performance.
| Return On Equity | -0.0056 | ||||
| Return On Asset | 0.0118 | ||||
| Profit Margin | 0.46 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 651.19 M | ||||
| Shares Outstanding | 24.38 M | ||||
| Price To Earning | 75.22 X | ||||
| Price To Book | 1.66 X | ||||
| Price To Sales | 3.60 X | ||||
| Revenue | 229.92 M | ||||
| Gross Profit | 220.58 M | ||||
| EBITDA | 39.05 M | ||||
| Net Income | 175.13 M | ||||
| Cash And Equivalents | 9.05 M | ||||
| Cash Per Share | 0.41 X | ||||
| Total Debt | 36.05 M | ||||
| Debt To Equity | 1.13 % | ||||
| Current Ratio | 0.69 X | ||||
| Book Value Per Share | 15.79 X | ||||
| Cash Flow From Operations | 48.41 M | ||||
| Earnings Per Share | (0.09) X | ||||
| Market Capitalization | 870.28 M | ||||
| Total Asset | 730.67 M | ||||
| Retained Earnings | 100.4 M | ||||
| Working Capital | (11.34 M) | ||||
| Current Asset | 18.85 M | ||||
| Current Liabilities | 25.75 M | ||||
About I3 Verticals Performance
Evaluating I3 Verticals' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if I3 Verticals 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 I3 Verticals 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 42.86 | 45.00 | |
| Return On Tangible Assets | 0.45 | 0.47 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.14 | 0.15 | |
| Return On Equity | 0.34 | 0.36 |
Things to note about i3 Verticals performance evaluation
Checking the ongoing alerts about I3 Verticals for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for i3 Verticals help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| i3 Verticals generated a negative expected return over the last 90 days | |
| i3 Verticals is unlikely to experience financial distress in the next 2 years | |
| i3 Verticals currently holds 36.05 M in liabilities with Debt to Equity (D/E) ratio of 1.13, which is about average as compared to similar companies. i3 Verticals has a current ratio of 0.68, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about I3 Verticals' use of debt, we should always consider it together with its cash and equity. | |
| i3 Verticals has a poor financial position based on the latest SEC disclosures | |
| Over 95.0% of I3 Verticals shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Insider Sell Geoffrey Smith Sells Shares of i3 Verticals Inc |
- Analyzing I3 Verticals' 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 I3 Verticals' stock is overvalued or undervalued compared to its peers.
- Examining I3 Verticals' 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 I3 Verticals' management team can have a significant impact on its success or failure. Reviewing the track record and experience of I3 Verticals' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of I3 Verticals' stock. These opinions can provide insight into I3 Verticals' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for IIIV Stock Analysis
When running I3 Verticals' price analysis, check to measure I3 Verticals' 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 I3 Verticals is operating at the current time. Most of I3 Verticals' value examination focuses on studying past and present price action to predict the probability of I3 Verticals' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move I3 Verticals' price. Additionally, you may evaluate how the addition of I3 Verticals to your portfolios can decrease your overall portfolio volatility.