Is Lindblad Expeditions Stock a Good Investment?
Lindblad Expeditions Investment Advice | LIND |
- Examine Lindblad Expeditions' 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 Lindblad Expeditions' leadership team and their track record. Good management can help Lindblad Expeditions navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Hotels, Resorts & Cruise Lines space and any emerging trends that could impact Lindblad Expeditions' business and its evolving consumer preferences.
- Compare Lindblad Expeditions' performance and market position to its competitors. Analyze how Lindblad Expeditions is positioned in terms of product offerings, innovation, and market share.
- Check if Lindblad Expeditions pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Lindblad Expeditions' 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 Lindblad Expeditions Holdings 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 Lindblad Expeditions Holdings is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Excited | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Lindblad Expeditions Stock
Researching Lindblad Expeditions' 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 32.0% of the company outstanding shares are owned by corporate insiders. The company recorded a loss per share of 0.72. Lindblad Expeditions had not issued any dividends in recent years.
To determine if Lindblad Expeditions 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 Lindblad Expeditions' research are outlined below:
| Lindblad Expeditions appears to be risky and price may revert if volatility continues | |
| Lindblad Expeditions Holdings currently holds 623.75 M in liabilities. Lindblad Expeditions has a current ratio of 0.61, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Lindblad Expeditions' use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 569.54 M. Net Loss for the year was (45.61 M) with profit before overhead, payroll, taxes, and interest of 138.28 M. | |
| Lindblad Expeditions has a poor financial position based on the latest SEC disclosures | |
| About 70.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Lindblad Expeditions Holdings Inc Shares Up 3.73 percent on Nov 29 |
Lindblad Expeditions 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 Lindblad Expeditions Holdings. 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 Lindblad Expeditions' 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.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Lindblad Expeditions' 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 Lindblad Expeditions' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-02-25 | 2019-12-31 | -0.04 | -0.03 | 0.01 | 25 | ||
2017-08-03 | 2017-06-30 | -0.07 | -0.06 | 0.01 | 14 | ||
2018-02-28 | 2017-12-31 | -0.09 | -0.07 | 0.02 | 22 | ||
2016-11-04 | 2016-09-30 | 0.14 | 0.16 | 0.02 | 14 | ||
2019-08-01 | 2019-06-30 | 0.06 | 0.03 | -0.03 | 50 | ||
2016-05-06 | 2016-03-31 | 0.2 | 0.23 | 0.03 | 15 | ||
2023-11-02 | 2023-09-30 | 0.04 | 0.08 | 0.04 | 100 | ||
2018-11-02 | 2018-09-30 | 0.15 | 0.11 | -0.04 | 26 |
Know Lindblad Expeditions' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lindblad Expeditions is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lindblad Expeditions Holdings backward and forwards among themselves. Lindblad Expeditions' institutional investor refers to the entity that pools money to purchase Lindblad Expeditions' 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 | Pinnacle Associates Inc | 2024-09-30 | 602 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 512.2 K | Formula Growth Ltd | 2024-09-30 | 410.8 K | Stifel Financial Corp | 2024-06-30 | 358.9 K | Citadel Advisors Llc | 2024-09-30 | 331 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 329.2 K | Ubs Group Ag | 2024-06-30 | 316 K | Northern Trust Corp | 2024-09-30 | 304.7 K | Charles Schwab Investment Management Inc | 2024-09-30 | 295.8 K | Ariel Investments, Llc | 2024-09-30 | 8.1 M | Blackrock Inc | 2024-06-30 | 2.6 M |
Lindblad Expeditions' market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 722.72 M.Market Cap |
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Lindblad Expeditions' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.06) | (0.06) | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | (0.05) | (0.06) | |
| Return On Equity | 0.30 | 0.32 |
Determining Lindblad Expeditions' profitability involves analyzing its financial statements and using various financial metrics to determine if Lindblad Expeditions is a good buy. For example, gross profit margin measures Lindblad Expeditions' 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 Lindblad Expeditions' profitability and make more informed investment decisions.
Please note, the presentation of Lindblad Expeditions' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Lindblad Expeditions' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Lindblad Expeditions' management manipulating its earnings.
Evaluate Lindblad Expeditions' management efficiency
Lindblad Expeditions has return on total asset (ROA) of 0.011 % which means that it generated a profit of $0.011 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (19.4689) %, meaning that it created substantial loss on money invested by shareholders. Lindblad Expeditions' management efficiency ratios could be used to measure how well Lindblad Expeditions manages its routine affairs as well as how well it operates its assets and liabilities. At present, Lindblad Expeditions' Return On Equity is projected to slightly decrease based on the last few years of reporting. At present, Lindblad Expeditions' Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Fixed Asset Turnover is expected to grow to 1.16, whereas Non Current Assets Total are forecasted to decline to about 350.2 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (2.14) | (2.03) | |
| Tangible Book Value Per Share | (3.10) | (2.95) | |
| Enterprise Value Over EBITDA | 19.72 | 20.70 | |
| Price Book Value Ratio | (3.96) | (3.76) | |
| Enterprise Value Multiple | 19.72 | 20.70 | |
| Price Fair Value | (3.96) | (3.76) | |
| Enterprise Value | 1.1 B | 546.6 M |
Leadership effectiveness at Lindblad Expeditions Holdings is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Beta 3.029 |
Basic technical analysis of Lindblad Stock
As of the 1st of December, Lindblad Expeditions secures the Risk Adjusted Performance of 0.0858, mean deviation of 2.51, and Downside Deviation of 2.5. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Lindblad Expeditions, as well as the relationship between them. Please verify Lindblad Expeditions treynor ratio, as well as the relationship between the downside variance and kurtosis to decide if Lindblad Expeditions Holdings is priced some-what accurately, providing market reflects its recent price of 13.26 per share. Given that Lindblad Expeditions has jensen alpha of 0.1213, we recommend you to check Lindblad Expeditions's last-minute market performance to make sure the company can sustain itself at a future point.Lindblad Expeditions' 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 Lindblad Expeditions insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lindblad Expeditions' 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 Lindblad Expeditions 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.
Lindblad Expeditions' Outstanding Corporate Bonds
Lindblad Expeditions 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. Lindblad Expeditions 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 Lindblad bonds can be classified according to their maturity, which is the date when Lindblad Expeditions Holdings 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.
| US53523LAA89 Corp BondUS53523LAA89 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| LIN 48 05 DEC 24 Corp BondUS53522KAA16 | View | |
| LIN 47 05 DEC 25 Corp BondUS53522KAB98 | View |
Understand Lindblad Expeditions' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Lindblad Expeditions' 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 | 0.0858 | |||
| Market Risk Adjusted Performance | 0.1882 | |||
| Mean Deviation | 2.51 | |||
| Semi Deviation | 2.22 | |||
| Downside Deviation | 2.5 | |||
| Coefficient Of Variation | 985.62 | |||
| Standard Deviation | 4.31 | |||
| Variance | 18.56 | |||
| Information Ratio | 0.0695 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | (0.29) | |||
| Sortino Ratio | 0.1199 | |||
| Treynor Ratio | 0.1782 | |||
| Maximum Drawdown | 29.57 | |||
| Value At Risk | (3.83) | |||
| Potential Upside | 4.92 | |||
| Downside Variance | 6.24 | |||
| Semi Variance | 4.93 | |||
| Expected Short fall | (3.74) | |||
| Skewness | 3.14 | |||
| Kurtosis | 17.04 |
| Risk Adjusted Performance | 0.0858 | |||
| Market Risk Adjusted Performance | 0.1882 | |||
| Mean Deviation | 2.51 | |||
| Semi Deviation | 2.22 | |||
| Downside Deviation | 2.5 | |||
| Coefficient Of Variation | 985.62 | |||
| Standard Deviation | 4.31 | |||
| Variance | 18.56 | |||
| Information Ratio | 0.0695 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | (0.29) | |||
| Sortino Ratio | 0.1199 | |||
| Treynor Ratio | 0.1782 | |||
| Maximum Drawdown | 29.57 | |||
| Value At Risk | (3.83) | |||
| Potential Upside | 4.92 | |||
| Downside Variance | 6.24 | |||
| Semi Variance | 4.93 | |||
| Expected Short fall | (3.74) | |||
| Skewness | 3.14 | |||
| Kurtosis | 17.04 |
Consider Lindblad Expeditions' intraday indicators
Lindblad Expeditions 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 Lindblad Expeditions 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.
Lindblad Expeditions Corporate Filings
F4 | 18th of November 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 |
| 13th of November 2024 Other Reports | ViewVerify | |
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 18th of October 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 |
Lindblad Stock media impact
Far too much social signal, news, headlines, and media speculation about Lindblad Expeditions that are available to investors today. That information is available publicly through Lindblad media outlets and privately through word of mouth or via Lindblad internal channels. However, regardless of the origin, that massive amount of Lindblad 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 Lindblad Expeditions 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 Lindblad Expeditions 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 Lindblad Expeditions' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Lindblad Expeditions alpha.
Lindblad Expeditions Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Lindblad Expeditions 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.
When determining whether Lindblad Expeditions is a strong investment it is important to analyze Lindblad Expeditions' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Lindblad Expeditions' future performance. For an informed investment choice regarding Lindblad Stock, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lindblad Expeditions Holdings. 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. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Hotels, Resorts & Cruise Lines 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 Lindblad Expeditions. If investors know Lindblad 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 Lindblad Expeditions 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 3.496 | Earnings Share (0.72) | Revenue Per Share 11.599 | Quarterly Revenue Growth 0.171 | Return On Assets 0.011 |
The market value of Lindblad Expeditions is measured differently than its book value, which is the value of Lindblad that is recorded on the company's balance sheet. Investors also form their own opinion of Lindblad Expeditions' value that differs from its market value or its book value, called intrinsic value, which is Lindblad Expeditions' 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 Lindblad Expeditions' market value can be influenced by many factors that don't directly affect Lindblad Expeditions' 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 Lindblad Expeditions' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Lindblad Expeditions is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lindblad Expeditions' 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.