Is Fluence Energy Stock a Good Investment?
Fluence Energy Investment Advice | FLNC |
- Examine Fluence Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Fluence Energy's leadership team and their track record. Good management can help Fluence Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Fluence Energy's business and its evolving consumer preferences.
- Compare Fluence Energy's performance and market position to its competitors. Analyze how Fluence Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Fluence Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Fluence Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Fluence Energy stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Fluence Energy is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Fluence Energy Stock
Researching Fluence Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 31.0% of the company shares are held by company insiders. The company had not issued any dividends in recent years.
To determine if Fluence Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Fluence Energy's research are outlined below:
| Fluence Energy had very high historical volatility over the last 90 days | |
| The company reported the previous year's revenue of 2.22 B. Net Loss for the year was (104.82 M) with loss before overhead, payroll, taxes, and interest of (11.4 M). | |
| Fluence Energy currently holds about 676.95 M in cash with (111.93 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.92. | |
| Fluence Energy has a frail financial position based on the latest SEC disclosures | |
| Over 76.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: FLNC Stock Dips Amid Weak Q3 Financial Results |
Fluence Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Fluence Energy. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Fluence Energy's 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.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Fluence Energy'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. Below are the table of largest EPS Surprises Fluence Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-08-09 | 2023-06-30 | -0.17 | -0.2 | -0.03 | 17 | ||
2024-02-07 | 2023-12-31 | -0.13 | -0.05 | 0.08 | 61 | ||
2023-11-28 | 2023-09-30 | -0.06 | 0.02 | 0.08 | 133 | ||
2022-12-12 | 2022-09-30 | -0.28 | -0.36 | -0.08 | 28 | ||
2024-08-10 | 2024-06-30 | -0.11 | 0.0043 | 0.1143 | 103 | ||
2021-12-08 | 2021-09-30 | -0.26 | -0.13 | 0.13 | 50 | ||
2023-02-08 | 2022-12-31 | -0.26 | -0.11 | 0.15 | 57 | ||
2022-02-09 | 2021-12-31 | -0.3 | -0.81 | -0.51 | 170 |
Know Fluence Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Fluence Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Fluence Energy backward and forwards among themselves. Fluence Energy's institutional investor refers to the entity that pools money to purchase Fluence Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Clearbridge Advisors, Llc | 2024-09-30 | 1.6 M | Geode Capital Management, Llc | 2024-09-30 | 1.5 M | Electron Capital Partners, Llc | 2024-09-30 | 1.3 M | Encompass Capital Advisors Llc | 2024-09-30 | 1.2 M | Point72 Asset Management, L.p. | 2024-09-30 | 960.3 K | Nuveen Asset Management, Llc | 2024-06-30 | 930.9 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 926.4 K | Wellington Management Company Llp | 2024-06-30 | 820.3 K | Bank Of America Corp | 2024-06-30 | 786.2 K | Siemens Ag | 2024-06-30 | 39.7 M | Siemens Pension Trust E V | 2024-09-30 | 11.8 M |
Fluence Energy's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.44 B.Market Cap |
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Fluence Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.05) | (0.05) | |
| Return On Capital Employed | (0.17) | (0.19) | |
| Return On Assets | (0.05) | (0.05) | |
| Return On Equity | (0.20) | (0.19) |
Determining Fluence Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Fluence Energy is a good buy. For example, gross profit margin measures Fluence Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Fluence Energy's profitability and make more informed investment decisions.
Fluence Energy's Earnings Breakdown by Geography
Please note, the presentation of Fluence Energy's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Fluence Energy's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Fluence Energy's management manipulating its earnings.
Evaluate Fluence Energy's management efficiency
Fluence Energy has return on total asset (ROA) of (0.0112) % which means that it has lost $0.0112 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.0601) %, meaning that it created substantial loss on money invested by shareholders. Fluence Energy's management efficiency ratios could be used to measure how well Fluence Energy manages its routine affairs as well as how well it operates its assets and liabilities. As of November 28, 2024, Return On Tangible Assets is expected to decline to -0.05. In addition to that, Return On Capital Employed is expected to decline to -0.19. At present, Fluence Energy's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Intangibles To Total Assets is expected to grow to 0.09, whereas Total Assets are forecasted to decline to about 961 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 4.30 | 4.51 | |
| Tangible Book Value Per Share | 3.67 | 3.85 | |
| Enterprise Value Over EBITDA | (21.03) | (22.08) | |
| Price Book Value Ratio | 5.99 | 6.29 | |
| Price Fair Value | 5.99 | 6.29 | |
| Enterprise Value Multiple | (21.03) | (22.08) | |
| Enterprise Value | 2.1 B | 1.2 B |
Leadership effectiveness at Fluence Energy is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Beta 2.536 |
Basic technical analysis of Fluence Stock
As of the 28th of November, Fluence Energy shows the Mean Deviation of 3.38, coefficient of variation of 5041.49, and Downside Deviation of 5.66. Fluence Energy 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.Fluence Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Fluence Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Fluence Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Fluence Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Fluence Energy's Outstanding Corporate Bonds
Fluence Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Fluence Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Fluence bonds can be classified according to their maturity, which is the date when Fluence Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Understand Fluence Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Fluence Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0235 | |||
| Market Risk Adjusted Performance | 0.3134 | |||
| Mean Deviation | 3.38 | |||
| Semi Deviation | 5.55 | |||
| Downside Deviation | 5.66 | |||
| Coefficient Of Variation | 5041.49 | |||
| Standard Deviation | 4.72 | |||
| Variance | 22.3 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0505 | |||
| Total Risk Alpha | (0.66) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.3034 | |||
| Maximum Drawdown | 24.63 | |||
| Value At Risk | (5.63) | |||
| Potential Upside | 6.75 | |||
| Downside Variance | 32.08 | |||
| Semi Variance | 30.84 | |||
| Expected Short fall | (3.11) | |||
| Skewness | (1.11) | |||
| Kurtosis | 3.96 |
| Risk Adjusted Performance | 0.0235 | |||
| Market Risk Adjusted Performance | 0.3134 | |||
| Mean Deviation | 3.38 | |||
| Semi Deviation | 5.55 | |||
| Downside Deviation | 5.66 | |||
| Coefficient Of Variation | 5041.49 | |||
| Standard Deviation | 4.72 | |||
| Variance | 22.3 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0505 | |||
| Total Risk Alpha | (0.66) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.3034 | |||
| Maximum Drawdown | 24.63 | |||
| Value At Risk | (5.63) | |||
| Potential Upside | 6.75 | |||
| Downside Variance | 32.08 | |||
| Semi Variance | 30.84 | |||
| Expected Short fall | (3.11) | |||
| Skewness | (1.11) | |||
| Kurtosis | 3.96 |
Consider Fluence Energy's intraday indicators
Fluence Energy 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 Fluence Energy 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.
Fluence Energy Corporate Filings
8K | 25th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 31st of May 2024 Other Reports | ViewVerify | |
8K | 10th of May 2024 An amendment to a previously filed Form 8-K | ViewVerify |
Fluence Stock media impact
Far too much social signal, news, headlines, and media speculation about Fluence Energy that are available to investors today. That information is available publicly through Fluence media outlets and privately through word of mouth or via Fluence internal channels. However, regardless of the origin, that massive amount of Fluence data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Fluence Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Fluence Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Fluence Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Fluence Energy alpha.
Fluence Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Fluence Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Fluence Energy Historical Investor Sentiment
Investor biases related to Fluence Energy's public news can be used to forecast risks associated with an investment in Fluence. The trend in average sentiment can be used to explain how an investor holding Fluence can time the market purely based on public headlines and social activities around Fluence Energy. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Fluence Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Fluence Energy and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Fluence Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on Fluence Energy.
Fluence Energy Corporate Management
| Samuel Chong | Treasurer VP | Profile | |
| Michelle Philpotas | Chief Officer | Profile | |
| Larissa Cerqueira | Chief VP | Profile | |
| Rebecca Boll | Senior Officer | Profile | |
| Paul McCusker | Senior EMEA | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fluence Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors. For information on how to trade Fluence Stock refer to our How to Trade Fluence Stock guide.You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Is Electrical Components & Equipment 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 Fluence Energy. If investors know Fluence 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 Fluence Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 0.13 | Revenue Per Share 17.408 | Quarterly Revenue Growth (0.1) | Return On Assets (0.01) | Return On Equity (0.06) |
The market value of Fluence Energy is measured differently than its book value, which is the value of Fluence that is recorded on the company's balance sheet. Investors also form their own opinion of Fluence Energy's value that differs from its market value or its book value, called intrinsic value, which is Fluence Energy'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 Fluence Energy's market value can be influenced by many factors that don't directly affect Fluence Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Fluence Energy's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Fluence Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fluence Energy'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.