Fidelity Special (UK) Buy Hold or Sell Recommendation
| FSV Stock | 317.50 1.00 0.32% |
Assuming the 90 days trading horizon and your bold attitude towards risk, our recommendation regarding Fidelity Special Values is 'Cautious Hold'. Macroaxis provides Fidelity Special buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FSV positions.
Check out Fidelity Special 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. Note, we conduct extensive research on individual companies such as Fidelity and provide practical buy, sell, or hold advice based on investors' constraints. Fidelity Special Values. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Fidelity |
Execute Fidelity Special Buy or Sell Advice
The Fidelity recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fidelity Special Values. Macroaxis does not own or have any residual interests in Fidelity Special Values or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fidelity Special's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Fidelity Special Trading Alerts and Improvement Suggestions
| About 65.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: What Anthony Bolton has to say about investing now - This is Money |
Fidelity Special Returns Distribution Density
The distribution of Fidelity Special's historical returns is an attempt to chart the uncertainty of Fidelity Special's future price movements. The chart of the probability distribution of Fidelity Special daily returns describes the distribution of returns around its average expected value. We use Fidelity Special Values price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fidelity Special returns is essential to provide solid investment advice for Fidelity Special.
| Mean Return | 0.04 | Value At Risk | -1.28 | Potential Upside | 1.10 | Standard Deviation | 0.72 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fidelity Special 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.
Fidelity Special Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (39.3M) | 54.0M | 16.7M | (21.0M) | (47.7M) | (45.3M) | |
| Free Cash Flow | 16.3M | 19.3M | (43.4M) | 36.0M | 36.9M | 38.7M | |
| Other Non Cash Items | (1.4M) | (726K) | 43.4M | (5.7M) | (7.9M) | (8.2M) | |
| Dividends Paid | 20.6M | 17.4M | 21.6M | 25.9M | 30.8M | 16.3M | |
| Net Income | 14.7M | 22.4M | (43.4M) | 54.3M | 44.2M | 24.8M | |
| End Period Cash Flow | 9.8M | 63.8M | 80.5M | 59.5M | 11.7M | 11.2M | |
| Investments | (50.8M) | (72.6M) | (12.8M) | (27.0M) | (24.3M) | (25.6M) | |
| Change To Netincome | 58.1M | 146.9M | (307.4M) | 72.9M | 83.9M | 88.1M |
Fidelity Special 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 Fidelity Special or Capital Markets 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 Fidelity Special's 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 Fidelity 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 Dow Jones | 0.03 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | -0.11 |
Fidelity Special Volatility Alert
Fidelity Special Values has low volatility with Treynor Ratio of -0.59, Maximum Drawdown of 3.22 and kurtosis of -0.43. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fidelity Special's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fidelity Special's 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.Fidelity Special Fundamentals Vs Peers
Comparing Fidelity Special's 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 Fidelity Special's direct or indirect competition across all of the common fundamentals between Fidelity Special and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fidelity Special or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Fidelity Special's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fidelity Special by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Fidelity Special to competition |
| Fundamentals | Fidelity Special | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.14 | -0.14 |
| Profit Margin | 0.94 % | (1.27) % |
| Operating Margin | 0.98 % | (5.51) % |
| Current Valuation | 1.02 B | 16.62 B |
| Shares Outstanding | 324.1 M | 571.82 M |
| Shares Owned By Insiders | 9.11 % | 10.09 % |
| Shares Owned By Institutions | 65.40 % | 39.21 % |
| Price To Book | 0.90 X | 9.51 X |
| Price To Sales | 4.57 X | 11.42 X |
| Revenue | 225.06 M | 9.43 B |
| Gross Profit | (41.42 M) | 27.38 B |
| EBITDA | 54.98 M | 3.9 B |
| Net Income | 44.17 M | 570.98 M |
| Total Debt | 1.41 M | 5.32 B |
| Book Value Per Share | 3.53 X | 1.93 K |
| Cash Flow From Operations | 36.89 M | 971.22 M |
| Earnings Per Share | 0.69 X | 3.12 X |
| Beta | 1.09 | -0.15 |
| Market Capitalization | 1.03 B | 19.03 B |
| Total Asset | 1.14 B | 29.47 B |
| Retained Earnings | 39.2 M | 9.33 B |
| Annual Yield | 0.03 % | |
| Net Asset | 1.14 B | |
| Last Dividend Paid | 0.095 |
Fidelity Special Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fidelity . 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 Fidelity Special Buy or Sell Advice
When is the right time to buy or sell Fidelity Special Values? Buying financial instruments such as Fidelity 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.
Use Investing Ideas to Build Portfolios
In addition to having Fidelity Special 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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Silver
Companies involved in mining, production, and distribution of silver and silver goods. The Silver theme has 45 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 Silver Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Stock
Fidelity Special financial ratios help investors to determine whether Fidelity Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Special security.