Modiv Inc Preferred Stock Performance

MDV-PA Preferred Stock  USD 24.15  0.07  0.29%   
The company secures a Beta (Market Risk) of -0.0076, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Modiv are expected to decrease at a much lower rate. During the bear market, Modiv is likely to outperform the market. At this point, Modiv Inc has a negative expected return of -0.0078%. Please make sure to verify Modiv's coefficient of variation, maximum drawdown, skewness, as well as the relationship between the total risk alpha and downside variance , to decide if Modiv Inc 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 Modiv Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Modiv is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Begin Period Cash Flow8.4 M
Total Cashflows From Investing Activities21.8 M
  

Modiv Relative Risk vs. Return Landscape

If you would invest  2,429  in Modiv Inc on April 23, 2025 and sell it today you would lose (14.00) from holding Modiv Inc or give up 0.58% of portfolio value over 90 days. Modiv Inc is producing return of less than zero assuming 0.5891% volatility of returns over the 90 days investment horizon. Simply put, 5% of all preferred stocks have less volatile historical return distribution than Modiv, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Modiv is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.31 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.25 of returns per unit of risk over similar time horizon.

Modiv Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Modiv's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Modiv Inc, and traders can use it to determine the average amount a Modiv'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 = -0.0132

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Estimated Market Risk

 0.59
  actual daily
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95% of assets are more volatile

Expected Return

 -0.01
  actual daily
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.01
  actual daily
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Most of other assets perform better
Based on monthly moving average Modiv 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 Modiv by adding Modiv to a well-diversified portfolio.

Modiv Fundamentals Growth

Modiv Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Modiv, and Modiv 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 Modiv Preferred Stock performance.

About Modiv Performance

By analyzing Modiv's fundamental ratios, stakeholders can gain valuable insights into Modiv's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Modiv 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 Modiv has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Modiv Inc., was incorporated on May 14, 2015 as a Maryland corporation. The Companys goal is to generate current income for investors and long-term capital appreciation in the value of its properties. MODIV INC operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 20 people.

Things to note about Modiv Inc performance evaluation

Checking the ongoing alerts about Modiv for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Modiv Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Modiv Inc generated a negative expected return over the last 90 days
Modiv Inc has high likelihood to experience some financial distress in the next 2 years
The company reported the revenue of 36.22 M. Net Loss for the year was (435.5 K) with profit before overhead, payroll, taxes, and interest of 29.81 M.
Evaluating Modiv's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Modiv's preferred stock performance include:
  • Analyzing Modiv'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 Modiv's stock is overvalued or undervalued compared to its peers.
  • Examining Modiv'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 Modiv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Modiv's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Modiv's preferred stock. These opinions can provide insight into Modiv's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Modiv's preferred stock performance is not an exact science, and many factors can impact Modiv's preferred stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Modiv Preferred 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.
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