Dutch Bros Stock Buy Hold or Sell Recommendation
| BROS Stock | USD 36.77 0.07 0.19% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Dutch Bros is 'Cautious Hold'. Macroaxis provides Dutch Bros buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BROS positions. The advice algorithm takes into account all of Dutch Bros' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Dutch Bros' buy or sell advice are summarized below:
Real Value 40.75 | Target Price 36.4 | Hype Value 36.7 | Market Value 36.77 | Naive Value 40.67 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Dutch Bros given historical horizon and risk tolerance towards Dutch Bros. When Macroaxis issues a 'buy' or 'sell' recommendation for Dutch Bros, the advice is generated through an automated system that utilizes algorithms and statistical models.
Dutch |
Execute Dutch Bros Buy or Sell Advice
The Dutch recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dutch Bros. Macroaxis does not own or have any residual interests in Dutch Bros or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dutch Bros' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Dutch Bros Trading Alerts and Improvement Suggestions
| The company currently holds 676.58 M in liabilities with Debt to Equity (D/E) ratio of 2.33, implying the company greatly relies on financing operations through barrowing. Dutch Bros has a current ratio of 0.48, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Dutch Bros until it has trouble settling it off, either with new capital or with free cash flow. So, Dutch Bros' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Dutch Bros sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Dutch to invest in growth at high rates of return. When we think about Dutch Bros' use of debt, we should always consider it together with cash and equity. | |
| Over 75.0% of Dutch Bros shares are held by institutions such as insurance companies | |
| Latest headline from fool.com: With Shares Down Nearly 55, Is Now the Time to Buy This Restaurant Stock |
Dutch Bros Returns Distribution Density
The distribution of Dutch Bros' historical returns is an attempt to chart the uncertainty of Dutch Bros' future price movements. The chart of the probability distribution of Dutch Bros daily returns describes the distribution of returns around its average expected value. We use Dutch Bros price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dutch Bros returns is essential to provide solid investment advice for Dutch Bros.
| Mean Return | 0.48 | Value At Risk | -3.9 | Potential Upside | 5.19 | Standard Deviation | 2.96 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dutch Bros historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Dutch Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Dutch Bros is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dutch Bros backward and forwards among themselves. Dutch Bros' institutional investor refers to the entity that pools money to purchase Dutch Bros' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Balyasny Asset Management Llc | 2023-12-31 | 578.9 K | Geode Capital Management, Llc | 2023-12-31 | 550.4 K | Susquehanna International Group, Llp | 2023-12-31 | 477.7 K | Fuller & Thaler Asset Management Inc | 2023-12-31 | 474.9 K | Weiss Multi-strategy Advisers Llc | 2023-12-31 | 444.5 K | Fenimore Asset Management Inc | 2023-12-31 | 429.8 K | Federated Hermes Inc | 2023-12-31 | 400 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 387.5 K | Davidson Kempner Capital Management Lp | 2023-12-31 | 371 K | Fmr Inc | 2023-12-31 | 7.8 M | Vanguard Group Inc | 2023-12-31 | 4.8 M |
Dutch Bros Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Dutch Bros or Hotels, Restaurants & Leisure sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Dutch Bros' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Dutch stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.49 | |
β | Beta against NYSE Composite | -0.26 | |
σ | Overall volatility | 2.99 | |
Ir | Information ratio | 0.14 |
Dutch Bros Volatility Alert
Dutch Bros currently demonstrates below-average downside deviation. It has Information Ratio of 0.14 and Jensen Alpha of 0.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dutch Bros' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dutch Bros' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Dutch Bros Fundamentals Vs Peers
Comparing Dutch Bros' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Dutch Bros' direct or indirect competition across all of the common fundamentals between Dutch Bros and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dutch Bros or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Dutch Bros' fundamental indicators could also be used in its relative valuation, which is a method of valuing Dutch Bros by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Dutch Bros to competition |
| Fundamentals | Dutch Bros | Peer Average |
| Return On Equity | 0.0753 | -0.31 |
| Return On Asset | 0.029 | -0.14 |
| Profit Margin | 0.01 % | (1.27) % |
| Operating Margin | 0.10 % | (5.51) % |
| Current Valuation | 4.37 B | 16.62 B |
| Shares Outstanding | 88.42 M | 571.82 M |
| Shares Owned By Insiders | 10.16 % | 10.09 % |
| Shares Owned By Institutions | 75.37 % | 39.21 % |
| Number Of Shares Shorted | 8.25 M | 4.71 M |
| Price To Book | 8.18 X | 9.51 X |
| Price To Sales | 5.83 X | 11.42 X |
| Revenue | 965.78 M | 9.43 B |
| Gross Profit | 180.92 M | 27.38 B |
| EBITDA | 94.05 M | 3.9 B |
| Net Income | 1.72 M | 570.98 M |
| Cash And Equivalents | 35.6 M | 2.7 B |
| Cash Per Share | 0.61 X | 5.01 X |
| Total Debt | 676.58 M | 5.32 B |
| Debt To Equity | 2.33 % | 48.70 % |
| Current Ratio | 0.49 X | 2.16 X |
| Book Value Per Share | 4.47 X | 1.93 K |
| Cash Flow From Operations | 139.91 M | 971.22 M |
| Short Ratio | 4.82 X | 4.00 X |
| Earnings Per Share | 0.18 X | 3.12 X |
| Price To Earnings To Growth | 8.83 X | 4.89 X |
| Target Price | 38.36 | |
| Number Of Employees | 15 K | 18.84 K |
| Beta | 2.44 | -0.15 |
| Market Capitalization | 6.5 B | 19.03 B |
| Total Asset | 1.76 B | 29.47 B |
| Retained Earnings | (15.59 M) | 9.33 B |
| Working Capital | 67.14 M | 1.48 B |
| Net Asset | 1.76 B |
Note: Disposition of 258600 shares by Travis Boersma of Dutch Bros subject to Rule 16b-3 [view details]
Dutch Bros Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Dutch . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Dutch Bros Buy or Sell Advice
When is the right time to buy or sell Dutch Bros? Buying financial instruments such as Dutch Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 151.9M | 625.4M | 676.6M | 351.3M | Total Assets | 554.9M | 1.2B | 1.8B | 1.9B |
Use Investing Ideas to Build Portfolios
In addition to having Dutch Bros in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Healthcare Funds
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 36 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Funds Theme or any other thematic opportunities.
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Check out Dutch Bros Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Dutch Stock please use our How to Invest in Dutch Bros guide.You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
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When running Dutch Bros' price analysis, check to measure Dutch Bros' 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 Dutch Bros is operating at the current time. Most of Dutch Bros' value examination focuses on studying past and present price action to predict the probability of Dutch Bros' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dutch Bros' price. Additionally, you may evaluate how the addition of Dutch Bros to your portfolios can decrease your overall portfolio volatility.
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Is Dutch Bros' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Dutch Bros. If investors know Dutch will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Dutch Bros listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.182 | Earnings Share 0.18 | Revenue Per Share 15.182 | Quarterly Revenue Growth 0.395 | Return On Assets 0.029 |
The market value of Dutch Bros is measured differently than its book value, which is the value of Dutch that is recorded on the company's balance sheet. Investors also form their own opinion of Dutch Bros' value that differs from its market value or its book value, called intrinsic value, which is Dutch Bros' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dutch Bros' market value can be influenced by many factors that don't directly affect Dutch Bros' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dutch Bros' value and its price as these two are different measures arrived at by different means. Investors typically determine if Dutch Bros is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dutch Bros' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.