William Penn Bancorp Stock Performance
| WMPN Stock | USD 12.13 0.13 1.08% |
William Penn has a performance score of 1 on a scale of 0 to 100. The firm maintains a market beta of -0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning William Penn are expected to decrease at a much lower rate. During the bear market, William Penn is likely to outperform the market. William Penn Bancorp right now maintains a risk of 0.85%. Please check out William Penn Bancorp expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if William Penn Bancorp will be following its historical returns.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in William Penn Bancorp are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, William Penn is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.08 | Five Day Return (0.08) | Year To Date Return 0.58 | Ten Year Return (33.53) | All Time Return 3.23 |
Forward Dividend Yield 0.01 | Payout Ratio 0.026 | Last Split Factor 6517:2000 | Forward Dividend Rate 0.12 | Dividend Date 2024-05-09 |
1 | Pleasing Signs As A Number Of Insiders Buy William Penn Bancorporation Stock | 03/01/2024 |
2 | Acquisition by Molden Christopher Matthew of 9480 shares of William Penn at 12.44 subject to Rule 16b-3 | 03/25/2024 |
3 | William Penn Bancorporation most popular amongst individual investors who own 56 percent of the shares, institutions hold 34 | 04/11/2024 |
4 | WMPN Stock Earnings William Penn Beats Revenue for Q3 2024 | 04/18/2024 |
5 | William Penn Bancorporation Will Pay A Dividend Of 0.03 | 04/22/2024 |
6 | NB Bancorp versus William Penn Bancorporation Head-To-Head Analysis - Defense World | 04/25/2024 |
7 | Acquisition by Alan Turner of 100 shares of William Penn at 11.43 subject to Rule 16b-3 | 05/02/2024 |
| William Penn dividend paid on 9th of May 2024 | 05/09/2024 |
8 | Acquisition by Carmody Donald Michael Jr. of 2781 shares of William Penn subject to Rule 16b-3 | 05/10/2024 |
9 | Disposition of 25280 shares by Kenneth Stephon of William Penn subject to Rule 16b-3 | 05/17/2024 |
| Begin Period Cash Flow | 36.2 M | |
| Total Cashflows From Investing Activities | 10.5 M |
William |
William Penn Relative Risk vs. Return Landscape
If you would invest 1,205 in William Penn Bancorp on February 23, 2024 and sell it today you would earn a total of 8.00 from holding William Penn Bancorp or generate 0.66% return on investment over 90 days. William Penn Bancorp is currently generating 0.0139% in daily expected returns and assumes 0.8459% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than William, 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 |
William Penn Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for William Penn's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as William Penn Bancorp, and traders can use it to determine the average amount a William Penn'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 = 0.0164
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| Negative Returns | WMPN |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average William Penn is performing at about 1% of its full potential. 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 William Penn by adding it to a well-diversified portfolio.
William Penn Fundamentals Growth
William Stock prices reflect investors' perceptions of the future prospects and financial health of William Penn, and William Penn 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 William Stock performance.
| Return On Equity | 0.0057 | |||
| Return On Asset | 0.001 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | (0.01) % | |||
| Current Valuation | 169.13 M | |||
| Shares Outstanding | 9.44 M | |||
| Price To Earning | 92.88 X | |||
| Price To Book | 0.91 X | |||
| Price To Sales | 5.33 X | |||
| Revenue | 24.62 M | |||
| Gross Profit | 25.08 M | |||
| EBITDA | 3.2 M | |||
| Net Income | 2.8 M | |||
| Cash And Equivalents | 19.72 M | |||
| Cash Per Share | 1.47 X | |||
| Total Debt | 43.11 M | |||
| Book Value Per Share | 13.30 X | |||
| Cash Flow From Operations | 5.06 M | |||
| Earnings Per Share | 0.08 X | |||
| Market Capitalization | 113.23 M | |||
| Total Asset | 847.58 M | |||
| Retained Earnings | 58.8 M | |||
About William Penn Performance
To evaluate William Penn Bancorp 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 William Penn 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 William 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 William Penn Bancorp market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents William'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.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0 | 0.01 | |
| Return On Capital Employed | 0 | 0 | |
| Return On Assets | 0 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
Things to note about William Penn Bancorp performance evaluation
Checking the ongoing alerts about William Penn for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for William Penn Bancorp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| William Penn Bancorp has a poor financial position based on the latest SEC disclosures | |
| About 20.0% of the company outstanding shares are owned by insiders | |
| On 9th of May 2024 William Penn paid $ 0.03 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 25280 shares by Kenneth Stephon of William Penn subject to Rule 16b-3 |
- Analyzing William Penn'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 William Penn's stock is overvalued or undervalued compared to its peers.
- Examining William Penn'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 William Penn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of William Penn's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of William Penn's stock. These opinions can provide insight into William Penn's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in William Penn Bancorp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
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When running William Penn's price analysis, check to measure William Penn'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 William Penn is operating at the current time. Most of William Penn's value examination focuses on studying past and present price action to predict the probability of William Penn's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move William Penn's price. Additionally, you may evaluate how the addition of William Penn to your portfolios can decrease your overall portfolio volatility.
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Is William Penn's 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 William Penn. If investors know William 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 William Penn 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 0.631 | Dividend Share 0.12 | Earnings Share 0.08 | Revenue Per Share 2.185 | Quarterly Revenue Growth (0.08) |
The market value of William Penn Bancorp is measured differently than its book value, which is the value of William that is recorded on the company's balance sheet. Investors also form their own opinion of William Penn's value that differs from its market value or its book value, called intrinsic value, which is William Penn's 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 William Penn's market value can be influenced by many factors that don't directly affect William Penn's 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 William Penn's value and its price as these two are different measures arrived at by different means. Investors typically determine if William Penn is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, William Penn's 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.