Portman Ridge Finance Stock Buy Hold or Sell Recommendation
| PTMN Stock | USD 17.12 0.07 0.41% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Portman Ridge Finance is 'Buy'. The recommendation algorithm takes into account all of Portman Ridge's available fundamental, technical, and predictive indicators you will find on this site.
Check out Portman Ridge 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. In addition, we conduct extensive research on individual companies such as Portman and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Portman Ridge Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
Portman |
Execute Portman Ridge Buy or Sell Advice
The Portman recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Portman Ridge Finance. Macroaxis does not own or have any residual interests in Portman Ridge Finance or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Portman Ridge's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Portman Ridge Trading Alerts and Improvement Suggestions
| Portman Ridge generated a negative expected return over the last 90 days | |
| Latest headline from seekingalpha.com: Portman Ridge Finance goes ex dividend tomorrow |
Portman Ridge Returns Distribution Density
The distribution of Portman Ridge's historical returns is an attempt to chart the uncertainty of Portman Ridge's future price movements. The chart of the probability distribution of Portman Ridge daily returns describes the distribution of returns around its average expected value. We use Portman Ridge Finance price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Portman Ridge returns is essential to provide solid investment advice for Portman Ridge.
| Mean Return | -0.07 | Value At Risk | -1.2 | Potential Upside | 1.31 | Standard Deviation | 0.83 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Portman Ridge 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.
Portman Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Portman Ridge, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Portman Ridge Finance back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Founders Financial Alliance, Llc | 2024-09-30 | 58.5 K | Connor Clark & Lunn Inv Mgmt Ltd | 2024-06-30 | 48.7 K | International Assets Investment Management, Llc | 2024-09-30 | 43.2 K | Redhawk Wealth Advisors Inc | 2024-09-30 | 43.1 K | Kennedy Capital Management Inc | 2024-09-30 | 40.4 K | Blackrock Inc | 2024-06-30 | 31.2 K | Deltec Asset Management Llc | 2024-09-30 | 27 K | Trexquant Investment Lp | 2024-06-30 | 26.8 K | Bi Asset Management Fondsmaeglerselskab A/s | 2024-09-30 | 25.8 K | Repertoire Partners Lp | 2024-06-30 | 504.5 K | Punch & Associates Inv Mgmt Inc | 2024-09-30 | 211.1 K |
Portman Ridge 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 Portman Ridge 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 Portman Ridge'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 Portman 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 | -0.08 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | -0.23 |
Portman Ridge Volatility Alert
Portman Ridge Finance exhibits very low volatility with skewness of -0.29 and kurtosis of 2.31. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Portman Ridge'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 Portman Ridge'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.Portman Ridge Fundamentals Vs Peers
Comparing Portman Ridge'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 Portman Ridge's direct or indirect competition across all of the common fundamentals between Portman Ridge and the related equities. This way, we can detect undervalued stocks with similar characteristics as Portman Ridge or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Portman Ridge's fundamental indicators could also be used in its relative valuation, which is a method of valuing Portman Ridge by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Portman Ridge to competition |
| Fundamentals | Portman Ridge | Peer Average |
| Return On Equity | 0.0179 | -0.31 |
| Return On Asset | 0.058 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.72 % | (5.51) % |
| Current Valuation | 408.26 M | 16.62 B |
| Shares Outstanding | 9.2 M | 571.82 M |
| Shares Owned By Insiders | 2.30 % | 10.09 % |
| Shares Owned By Institutions | 17.93 % | 39.21 % |
| Number Of Shares Shorted | 50.02 K | 4.71 M |
| Price To Earning | 34.79 X | 28.72 X |
| Price To Book | 0.83 X | 9.51 X |
| Price To Sales | 2.38 X | 11.42 X |
| Revenue | 58.4 M | 9.43 B |
| Gross Profit | 69.61 M | 27.38 B |
| EBITDA | 36.69 M | 3.9 B |
| Net Income | 11.38 M | 570.98 M |
| Cash And Equivalents | 22.04 M | 2.7 B |
| Cash Per Share | 2.30 X | 5.01 X |
| Total Debt | 322.41 M | 5.32 B |
| Debt To Equity | 1.37 % | 48.70 % |
| Current Ratio | 1.70 X | 2.16 X |
| Book Value Per Share | 20.36 X | 1.93 K |
| Cash Flow From Operations | 120.9 M | 971.22 M |
| Short Ratio | 1.03 X | 4.00 X |
| Earnings Per Share | 0.37 X | 3.12 X |
| Price To Earnings To Growth | 0.50 X | 4.89 X |
| Target Price | 18.33 | |
| Beta | 0.98 | -0.15 |
| Market Capitalization | 156.88 M | 19.03 B |
| Total Asset | 549.24 M | 29.47 B |
| Retained Earnings | (504.41 M) | 9.33 B |
| Annual Yield | 0.16 % | |
| Five Year Return | 13.83 % |
Note: Disposition of 109 shares by Repertoire Master Fund Lp of Portman Ridge at 23.3111 subject to Rule 16b-3 [view details]
Portman Ridge Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Portman . 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.
| Accumulation Distribution | 1124.97 | |||
| Daily Balance Of Power | 0.25 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 17.09 | |||
| Day Typical Price | 17.1 | |||
| Price Action Indicator | 0.065 | |||
| Period Momentum Indicator | 0.07 |
About Portman Ridge Buy or Sell Advice
When is the right time to buy or sell Portman Ridge Finance? Buying financial instruments such as Portman 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.
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Check out Portman Ridge 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. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Is Capital Markets space 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 Portman Ridge. If investors know Portman 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 Portman Ridge 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 82.399 | Dividend Share 2.76 | Earnings Share 0.37 | Revenue Per Share 7.055 | Quarterly Revenue Growth (0.18) |
The market value of Portman Ridge Finance is measured differently than its book value, which is the value of Portman that is recorded on the company's balance sheet. Investors also form their own opinion of Portman Ridge's value that differs from its market value or its book value, called intrinsic value, which is Portman Ridge'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 Portman Ridge's market value can be influenced by many factors that don't directly affect Portman Ridge'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 Portman Ridge's value and its price as these two are different measures arrived at by different means. Investors typically determine if Portman Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Portman Ridge'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.