Solo Brands Stock Performance
| DTC Stock | USD 2.08 0.03 1.46% |
The entity has a beta of 2.27, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Solo Brands will likely underperform. Solo Brands has an expected return of -0.28%. Please make sure to validate Solo Brands treynor ratio, accumulation distribution, period momentum indicator, as well as the relationship between the potential upside and day median price , to decide if Solo Brands 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 Solo Brands has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in June 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
| Begin Period Cash Flow | 23.3 M |
Solo |
Solo Brands Relative Risk vs. Return Landscape
If you would invest 260.00 in Solo Brands on February 22, 2024 and sell it today you would lose (52.00) from holding Solo Brands or give up 20.0% of portfolio value over 90 days. Solo Brands is generating negative expected returns assuming volatility of 3.7263% on return distribution over 90 days investment horizon. In other words, 33% of stocks are less volatile than Solo, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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Solo Brands Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Solo Brands' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Solo Brands, and traders can use it to determine the average amount a Solo Brands' 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 = -0.0747
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Estimated Market Risk
| 3.73 actual daily | 33 67% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Solo Brands 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 Solo Brands by adding Solo Brands to a well-diversified portfolio.
Solo Brands Fundamentals Growth
Solo Stock prices reflect investors' perceptions of the future prospects and financial health of Solo Brands, and Solo Brands 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 Solo Stock performance.
| Return On Equity | -0.43 | ||||
| Return On Asset | 0.0097 | ||||
| Profit Margin | (0.24) % | ||||
| Operating Margin | (0.07) % | ||||
| Current Valuation | 434.26 M | ||||
| Shares Outstanding | 58.2 M | ||||
| Price To Earning | 37.53 X | ||||
| Price To Book | 0.46 X | ||||
| Price To Sales | 0.22 X | ||||
| Revenue | 494.78 M | ||||
| EBITDA | 50.94 M | ||||
| Cash And Equivalents | 23.29 M | ||||
| Cash Per Share | 0.42 X | ||||
| Total Debt | 182.48 M | ||||
| Debt To Equity | 0.32 % | ||||
| Book Value Per Share | 4.10 X | ||||
| Cash Flow From Operations | 62.42 M | ||||
| Earnings Per Share | (1.91) X | ||||
| Total Asset | 659.32 M | ||||
| Retained Earnings | (115.46 M) | ||||
About Solo Brands Performance
To evaluate Solo Brands Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Solo Brands generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Solo Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Solo Brands market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Solo's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Solo Brands, Inc. operates a direct-to-consumer platform that offers outdoor lifestyle branded products in the United States. The company was founded in 2011 and is headquartered in Grapevine, Texas. Solo Brands operates under Internet Retail classification in the United States and is traded on New York Stock Exchange. It employs 300 people.Things to note about Solo Brands performance evaluation
Checking the ongoing alerts about Solo Brands for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Solo Brands help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Solo Brands generated a negative expected return over the last 90 days | |
| Solo Brands has high historical volatility and very poor performance | |
| The company reported the last year's revenue of 494.78 M. Reported Net Loss for the year was (111.35 M) with profit before taxes, overhead, and interest of 318.18 M. | |
| Over 99.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Solo Brands' 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 Solo Brands' stock is overvalued or undervalued compared to its peers.
- Examining Solo Brands' 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 Solo Brands' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Solo Brands' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Solo Brands' stock. These opinions can provide insight into Solo Brands' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Solo Brands. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. For information on how to trade Solo Stock refer to our How to Trade Solo Stock guide.You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
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When running Solo Brands' price analysis, check to measure Solo Brands' 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 Solo Brands is operating at the current time. Most of Solo Brands' value examination focuses on studying past and present price action to predict the probability of Solo Brands' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Solo Brands' price. Additionally, you may evaluate how the addition of Solo Brands to your portfolios can decrease your overall portfolio volatility.
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Is Solo Brands' 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 Solo Brands. If investors know Solo 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 Solo Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Solo Brands is measured differently than its book value, which is the value of Solo that is recorded on the company's balance sheet. Investors also form their own opinion of Solo Brands' value that differs from its market value or its book value, called intrinsic value, which is Solo Brands' 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 Solo Brands' market value can be influenced by many factors that don't directly affect Solo Brands' 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 Solo Brands' value and its price as these two are different measures arrived at by different means. Investors typically determine if Solo Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Solo Brands' 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.