First Business Financial Stock Performance
FBIZ Stock | USD 34.24 0.35 1.03% |
The firm shows a Beta (market volatility) of 0.19, which means not very significant fluctuations relative to the market. As returns on the market increase, First Business' returns are expected to increase less than the market. However, during the bear market, the loss of holding First Business is expected to be smaller as well. First Business Financial has an expected return of -0.16%. Please make sure to confirm First Business Financial treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if First Business Financial 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 First Business Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest conflicting performance, the Stock's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
First Business dividend paid on 21st of February 2024 | 02/21/2024 |
Begin Period Cash Flow | 102.7 M |
First |
First Business Relative Risk vs. Return Landscape
If you would invest 3,849 in First Business Financial on January 29, 2024 and sell it today you would lose (425.00) from holding First Business Financial or give up 11.04% of portfolio value over 90 days. First Business Financial is currently does not generate positive expected returns and assumes 2.3244% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than First, 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 |
First Business Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Business' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as First Business Financial, and traders can use it to determine the average amount a First Business' 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 = -0.0672
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Estimated Market Risk
2.32 actual daily | 20 80% of assets are more volatile |
Expected Return
-0.16 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 First Business 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 First Business by adding First Business to a well-diversified portfolio.
First Business Fundamentals Growth
First Stock prices reflect investors' perceptions of the future prospects and financial health of First Business, and First Business 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 First Stock performance.
Return On Equity | 0.13 | ||||
Return On Asset | 0.011 | ||||
Profit Margin | 0.27 % | ||||
Operating Margin | 0.33 % | ||||
Current Valuation | 594.19 M | ||||
Shares Outstanding | 8.31 M | ||||
Price To Earning | 14.43 X | ||||
Price To Book | 1.02 X | ||||
Price To Sales | 2.08 X | ||||
Revenue | 89.23 M | ||||
EBITDA | 22.65 M | ||||
Cash And Equivalents | 84.44 M | ||||
Cash Per Share | 9.96 X | ||||
Debt To Equity | 10.82 % | ||||
Book Value Per Share | 35.85 X | ||||
Cash Flow From Operations | 54.45 M | ||||
Earnings Per Share | 4.33 X | ||||
Total Asset | 3.51 B | ||||
Retained Earnings | 230.73 M | ||||
About First Business Performance
To evaluate First Business Financial 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 First Business 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 First 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 First Business Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents First'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.First Business Financial Services, Inc. operates as the bank holding company for First Business Bank that provides commercial banking products and services for small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals. First Business Financial Services, Inc. was founded in 1909 and is headquartered in Madison, Wisconsin. First Business operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 333 people.Things to note about First Business Financial performance evaluation
Checking the ongoing alerts about First Business for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for First Business Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.First Business generated a negative expected return over the last 90 days | |
About 66.0% of the company shares are owned by institutional investors |
- Analyzing First Business' 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 First Business' stock is overvalued or undervalued compared to its peers.
- Examining First Business' 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 First Business' management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Business' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of First Business' stock. These opinions can provide insight into First Business' 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 First Business Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Complementary Tools for First Stock analysis
When running First Business' price analysis, check to measure First Business' 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 First Business is operating at the current time. Most of First Business' value examination focuses on studying past and present price action to predict the probability of First Business' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Business' price. Additionally, you may evaluate how the addition of First Business to your portfolios can decrease your overall portfolio volatility.
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Is First Business' 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 First Business. If investors know First 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 First Business 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 First Business Financial is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Business' value that differs from its market value or its book value, called intrinsic value, which is First Business' 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 First Business' market value can be influenced by many factors that don't directly affect First Business' 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 First Business' value and its price as these two are different measures arrived at by different means. Investors typically determine if First Business is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Business' 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.