Fidelis Insurance Holdings Stock Analysis
FIHL Stock | 20.03 0.53 2.72% |
Fidelis Insurance Holdings is fairly valued with Real Value of 19.39 and Target Price of 17.69. The main objective of Fidelis Insurance stock analysis is to determine its intrinsic value, which is an estimate of what Fidelis Insurance Holdings is worth, separate from its market price. There are two main types of Fidelis Insurance's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Fidelis Insurance's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Fidelis Insurance's stock to identify patterns and trends that may indicate its future price movements.
The Fidelis Insurance stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Fidelis Insurance is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Fidelis Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Fidelis Insurance's ongoing operational relationships across important fundamental and technical indicators.
Fidelis |
Fidelis Stock Analysis Notes
About 22.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.89. Some equities with similar Price to Book (P/B) outperform the market in the long run. Fidelis Insurance recorded earning per share (EPS) of 18.65. The entity last dividend was issued on the 14th of March 2024. To learn more about Fidelis Insurance Holdings call the company at 441-279-2500 or check out https://www.fidelisinsurance.com.Fidelis Insurance Quarterly Total Revenue |
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Fidelis Insurance Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Fidelis Insurance's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelis Insurance Holdings or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Fidelis Insurance has a poor financial position based on the latest SEC disclosures | |
About 71.0% of the company shares are owned by institutional investors | |
Latest headline from zacks.com: First Business Financial Services Q1 Earnings and Revenues Miss Estimates |
Fidelis Insurance Upcoming and Recent Events
Earnings reports are used by Fidelis Insurance to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Fidelis Insurance previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
28th of June 2024 Upcoming Quarterly Report | View | |
28th of June 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
28th of June 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
Fidelis Largest EPS Surprises
Earnings surprises can significantly impact Fidelis Insurance's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2023-08-22 | 2023-06-30 | 0.56 | 0.76 | 0.2 | 35 | ||
2024-02-29 | 2023-12-31 | 0.79 | 1.15 | 0.36 | 45 |
Fidelis Insurance Thematic Classifications
In addition to having Fidelis Insurance stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
InsuranceUSA Equities from Insurance industry as classified by Fama & French |
Fidelis Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.35 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Fidelis Insurance's market, we take the total number of its shares issued and multiply it by Fidelis Insurance's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Fidelis Profitablity
Fidelis Insurance's profitability indicators refer to fundamental financial ratios that showcase Fidelis Insurance's ability to generate income relative to its revenue or operating costs. If, let's say, Fidelis Insurance is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Fidelis Insurance's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Fidelis Insurance's profitability requires more research than a typical breakdown of Fidelis Insurance's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.59 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.25 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.25. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.47 | 0.50 | |
Return On Capital Employed | 0.55 | 0.57 | |
Return On Assets | 0.28 | 0.29 | |
Return On Equity | 0.87 | 0.91 |
Management Efficiency
Fidelis Insurance has return on total asset (ROA) of 0.1422 % which means that it generated a profit of $0.1422 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.9613 %, meaning that it created $0.9613 on every $100 dollars invested by stockholders. Fidelis Insurance's management efficiency ratios could be used to measure how well Fidelis Insurance manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.50 this year. Return On Capital Employed is expected to rise to 0.57 this year. At this time, Fidelis Insurance's Fixed Asset Turnover is quite stable compared to the past year. Return On Assets is expected to rise to 0.29 this year, although the value of Other Assets will most likely fall to (537.9 M).Last Reported | Projected for Next Year | ||
Book Value Per Share | 21.43 | 12.99 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 21.43 | 13.00 | |
Enterprise Value Over EBITDA | 3.3 K | 3.5 K | |
Price Book Value Ratio | 0.59 | 0.70 | |
Enterprise Value Multiple | 3.3 K | 3.5 K | |
Price Fair Value | 0.59 | 0.70 | |
Enterprise Value | 899 M | 972.5 M |
The analysis of Fidelis Insurance's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Fidelis Insurance's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Fidelis Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0205 | Forward Dividend Yield 0.0205 | Forward Dividend Rate 0.4 |
Technical Drivers
As of the 30th of April, Fidelis Insurance shows the Downside Deviation of 1.29, coefficient of variation of 312.25, and Mean Deviation of 1.49. Fidelis Insurance technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We have analyze and collected data for nineteen technical drivers for Fidelis Insurance Holdings, which can be compared to its peers. Please confirm Fidelis Insurance jensen alpha, and the relationship between the coefficient of variation and potential upside to decide if Fidelis Insurance is priced favorably, providing market reflects its regular price of 20.03 per share. Given that Fidelis Insurance has jensen alpha of 0.5866, we urge you to verify Fidelis Insurance Holdings's prevailing market performance to make sure the company can sustain itself at a future point.Fidelis Insurance Price Movement Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Fidelis Insurance middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Fidelis Insurance. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Fidelis Insurance Predictive Daily Indicators
Fidelis Insurance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Fidelis Insurance stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Fidelis Insurance Corporate Filings
6K | 28th of March 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
15th of March 2024 Other Reports | ViewVerify | |
6K | 29th of February 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
6K | 22nd of February 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 14th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 13th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 9th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 5th of February 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Fidelis Insurance Forecast Models
Fidelis Insurance's time-series forecasting models are one of many Fidelis Insurance's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Fidelis Insurance's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Fidelis Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Fidelis Insurance prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Fidelis shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Fidelis Insurance. By using and applying Fidelis Stock analysis, traders can create a robust methodology for identifying Fidelis entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.57 | 0.33 | |
Operating Profit Margin | 0.78 | 0.81 | |
Net Profit Margin | 0.59 | 0.33 | |
Gross Profit Margin | 0.90 | 0.80 |
Current Fidelis Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Fidelis analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Fidelis analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
17.69 | Buy | 7 | Odds |
Most Fidelis analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Fidelis stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Fidelis Insurance, talking to its executives and customers, or listening to Fidelis conference calls.
Fidelis Stock Analysis Indicators
Fidelis Insurance Holdings stock analysis indicators help investors evaluate how Fidelis Insurance stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Fidelis Insurance shares will generate the highest return on investment. By understating and applying Fidelis Insurance stock analysis, traders can identify Fidelis Insurance position entry and exit signals to maximize returns.
Begin Period Cash Flow | 1.4 B | |
Long Term Debt | 448.2 M | |
Common Stock Shares Outstanding | 114.3 M | |
Total Stockholder Equity | 2.4 B | |
Tax Provision | 12.8 M | |
Quarterly Earnings Growth Y O Y | 2.447 | |
Property Plant And Equipment Net | 7.3 M | |
Cash And Short Term Investments | 4 B | |
Cash | 964.1 M | |
Accounts Payable | 1.1 B | |
Net Debt | -449.5 M | |
50 Day M A | 17.7592 | |
Total Current Liabilities | 2.6 B | |
Other Operating Expenses | 1.5 B | |
Non Current Assets Total | 4.3 B | |
Forward Price Earnings | 6.4309 | |
Non Currrent Assets Other | 848.8 M | |
Stock Based Compensation | 27.6 M |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelis Insurance Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Fidelis Insurance information on this page should be used as a complementary analysis to other Fidelis Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Complementary Tools for Fidelis Stock analysis
When running Fidelis Insurance's price analysis, check to measure Fidelis Insurance'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 Fidelis Insurance is operating at the current time. Most of Fidelis Insurance's value examination focuses on studying past and present price action to predict the probability of Fidelis Insurance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelis Insurance's price. Additionally, you may evaluate how the addition of Fidelis Insurance to your portfolios can decrease your overall portfolio volatility.
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Is Fidelis Insurance'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 Fidelis Insurance. If investors know Fidelis 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 Fidelis Insurance 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 2.447 | Earnings Share 18.65 | Revenue Per Share 31.459 | Quarterly Revenue Growth 0.291 | Return On Assets 0.1422 |
The market value of Fidelis Insurance is measured differently than its book value, which is the value of Fidelis that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelis Insurance's value that differs from its market value or its book value, called intrinsic value, which is Fidelis Insurance'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 Fidelis Insurance's market value can be influenced by many factors that don't directly affect Fidelis Insurance'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 Fidelis Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelis Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelis Insurance'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.