Modiv Inc Stock Performance

MDV Stock  USD 14.31  0.09  0.62%   
The company secures a Beta (Market Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Modiv's returns are expected to increase less than the market. However, during the bear market, the loss of holding Modiv is expected to be smaller as well. At this point, Modiv Inc has a negative expected return of -0.0873%. Please make sure to verify Modiv's jensen alpha, skewness, relative strength index, as well as the relationship between the value at risk and day median price , to decide if Modiv Inc performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
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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. In spite of fairly stable fundamental indicators, Modiv is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more

Actual Historical Performance (%)

One Day Return
(0.62)
Five Day Return
(2.72)
Year To Date Return
(4.73)
Ten Year Return
(77.20)
All Time Return
(77.20)
Forward Dividend Yield
0.0831
Payout Ratio
4.5998
Last Split Factor
1083:1000
Forward Dividend Rate
1.17
Dividend Date
2025-10-15
 
Modiv dividend paid on 25th of April 2025
04/25/2025
1
Modiv Industrial Inc Q1 2025 Earnings EPS of -0.01 Beats Estimate, Revenue Hits 11. ...
05/07/2025
 
Modiv dividend paid on 15th of May 2025
05/15/2025
2
Modiv Provides Clarity on Reverse Stock Split Proposal MDV Stock News
05/23/2025
3
Insider Buying Modiv Industrial, Inc. CEO Buys 3,121 Shares of Stock
06/04/2025
4
Millennium Management LLC Boosts Stock Position in Modiv Industrial, Inc. - MarketBeat
06/12/2025
5
Acquisition by Halfacre Aaron Scott of tradable shares of Modiv at 14.09 subject to Rule 16b-3
06/13/2025
 
Modiv dividend paid on 16th of June 2025
06/16/2025
6
Modiv Industrial, Inc. to Issue 0.10 Monthly Dividend - MarketBeat
06/20/2025
7
Acquisition by Gingras Christopher Raymond of 100 shares of Modiv at 14.2 subject to Rule 16b-3
06/25/2025
8
Acquisition by Halfacre Aaron Scott of 500 shares of Modiv at 14.1 subject to Rule 16b-3
06/27/2025
9
Modiv Industrial A Mispriced Pure-Play In Mission-Critical Net-Lease - Seeking Alpha
07/03/2025
10
Acquisition by Halfacre Aaron Scott of 710 shares of Modiv at 14.81 subject to Rule 16b-3
07/11/2025
 
Modiv dividend paid on 15th of July 2025
07/15/2025
Begin Period Cash Flow3.1 M
Total Cashflows From Investing Activities8.4 M

Modiv Relative Risk vs. Return Landscape

If you would invest  1,526  in Modiv Inc on April 21, 2025 and sell it today you would lose (95.00) from holding Modiv Inc or give up 6.23% of portfolio value over 90 days. Modiv Inc is generating negative expected returns assuming volatility of 1.7131% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Modiv, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Modiv is expected to under-perform the market. In addition to that, the company is 2.05 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.29 per unit of volatility.

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 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 = -0.051

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Estimated Market Risk

 1.71
  actual daily
15
85% of assets are more volatile

Expected Return

 -0.09
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.05
  actual daily
0
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 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 Stock performance.

About Modiv Performance

Evaluating Modiv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand2.3 K2.4 K
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.09  0.09 
Return On Assets 0.01  0.01 
Return On Equity 0.03  0.03 

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. 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 a strong financial position based on the latest SEC filings
On 15th of July 2025 Modiv paid $ 0.0975 per share dividend to its current shareholders
Latest headline from news.google.com: Modiv Industrial A Mispriced Pure-Play In Mission-Critical Net-Lease - Seeking Alpha
Evaluating Modiv's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Modiv's 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 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 stock performance is not an exact science, and many factors can impact Modiv's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.