Potbelly Co Stock Performance
| PBPB Stock | USD 8.01 0.12 1.52% |
The company holds a Beta of 0.93, which implies possible diversification benefits within a given portfolio. Potbelly returns are very sensitive to returns on the market. As the market goes up or down, Potbelly is expected to follow. At this point, Potbelly has a negative expected return of -0.37%. Please make sure to check Potbelly's kurtosis, as well as the relationship between the rate of daily change and market facilitation index , to decide if Potbelly performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Potbelly Co has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 1.52 | Five Day Return (4.07) | Year To Date Return (14.51) | Ten Year Return (44.41) | All Time Return (73.97) |
1 | Disposition of 23479 shares by Robert Wright of Potbelly subject to Rule 16b-3 | 01/23/2025 |
2 | Disposition of 641 shares by Robert Wright of Potbelly at 12.41 subject to Rule 16b-3 | 01/31/2025 |
3 | Potbelly Sandwich Works Expands Franchising in Phoenix Market with New 5-Shop Development Agreement | 02/20/2025 |
4 | Disposition of 2122 shares by Adiya Dixon of Potbelly at 11.62 subject to Rule 16b-3 | 02/24/2025 |
5 | Potbelly Sandwich Works Expands in St. Louis with New 7 Shop Commitment from Potbellys 2024 Franchisee of the Year. | 02/26/2025 |
6 | Potbelly Non-GAAP EPS of 0.13 beats by 0.06, revenue of 116.6M beats by 0.23M | 03/06/2025 |
7 | Potbelly participates in a conference call hosted by Benchmark PBPB | 03/10/2025 |
8 | Potbelly Stock Down 20 percent in a Month Should You Buy the Dip | 03/25/2025 |
9 | Acquisition by Nierenberg David of 22169 shares of Potbelly at 9.36 subject to Rule 16b-3 | 03/28/2025 |
10 | Disposition of 3711 shares by Adam Noyes of Potbelly at 9.81 subject to Rule 16b-3 | 04/01/2025 |
11 | Disposition of 22865 shares by David Daniels of Potbelly subject to Rule 16b-3 | 04/04/2025 |
12 | Acquisition by David Daniels of 16574 shares of Potbelly subject to Rule 16b-3 | 04/07/2025 |
13 | Potbelly Buy, Sell, or Hold Post Q4 Earnings | 04/08/2025 |
14 | Potbelly adds prime rib sandwich to menu | 04/11/2025 |
15 | 180 Degree Capital Corp. Notes Preliminary Net Asset Value per Share of 4.42 as of March 31, 2025, and Portfolio Company Updates From Q1 2025 | 04/14/2025 |
16 | Potbelly Corporation Announces Conference Call to Discuss First Quarter 2025 Results on May 7, 2025 | 04/17/2025 |
| Begin Period Cash Flow | 34.5 M |
Potbelly Relative Risk vs. Return Landscape
If you would invest 1,065 in Potbelly Co on January 20, 2025 and sell it today you would lose (264.00) from holding Potbelly Co or give up 24.79% of portfolio value over 90 days. Potbelly Co is currently does not generate positive expected returns and assumes 3.9241% risk (volatility on return distribution) over the 90 days horizon. In different words, 35% of stocks are less volatile than Potbelly, 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 |
Potbelly Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Potbelly's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Potbelly Co, and traders can use it to determine the average amount a Potbelly'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 = -0.0947
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBPB |
Estimated Market Risk
| 3.92 actual daily | 35 65% of assets are more volatile |
Expected Return
| -0.37 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Potbelly 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 Potbelly by adding Potbelly to a well-diversified portfolio.
Potbelly Fundamentals Growth
Potbelly Stock prices reflect investors' perceptions of the future prospects and financial health of Potbelly, and Potbelly 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 Potbelly Stock performance.
| Return On Equity | 1.15 | ||||
| Return On Asset | 0.0297 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 384.75 M | ||||
| Shares Outstanding | 30.17 M | ||||
| Price To Earning | 161.88 X | ||||
| Price To Book | 4.14 X | ||||
| Price To Sales | 0.52 X | ||||
| Revenue | 462.6 M | ||||
| Gross Profit | 165.15 M | ||||
| EBITDA | 21.29 M | ||||
| Net Income | 41.33 M | ||||
| Cash And Equivalents | 9.51 M | ||||
| Cash Per Share | 0.33 X | ||||
| Total Debt | 150.74 M | ||||
| Current Ratio | 0.39 X | ||||
| Book Value Per Share | 1.95 X | ||||
| Cash Flow From Operations | 19.66 M | ||||
| Earnings Per Share | 1.31 X | ||||
| Market Capitalization | 241.68 M | ||||
| Total Asset | 263.15 M | ||||
| Retained Earnings | (293.5 M) | ||||
| Working Capital | (32.03 M) | ||||
| Current Asset | 49.78 M | ||||
| Current Liabilities | 25.18 M | ||||
About Potbelly Performance
By analyzing Potbelly's fundamental ratios, stakeholders can gain valuable insights into Potbelly's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Potbelly 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 Potbelly 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 | 4.48 | 4.82 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.31 | 0.33 |
Things to note about Potbelly performance evaluation
Checking the ongoing alerts about Potbelly for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Potbelly help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Potbelly generated a negative expected return over the last 90 days | |
| Potbelly has high historical volatility and very poor performance | |
| Potbelly Co currently holds 150.74 M in liabilities. Potbelly has a current ratio of 0.38, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Potbelly's use of debt, we should always consider it together with its cash and equity. | |
| Potbelly has a strong financial position based on the latest SEC filings | |
| Over 79.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Potbelly Corporation Announces Conference Call to Discuss First Quarter 2025 Results on May 7, 2025 |
- Analyzing Potbelly'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 Potbelly's stock is overvalued or undervalued compared to its peers.
- Examining Potbelly'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 Potbelly's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Potbelly's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Potbelly's stock. These opinions can provide insight into Potbelly's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Potbelly Stock analysis
When running Potbelly's price analysis, check to measure Potbelly'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 Potbelly is operating at the current time. Most of Potbelly's value examination focuses on studying past and present price action to predict the probability of Potbelly's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Potbelly's price. Additionally, you may evaluate how the addition of Potbelly to your portfolios can decrease your overall portfolio volatility.
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