Horizon Technology Finance Stock Performance
| HRZN Stock | USD 9.29 0.05 0.54% |
The company retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Horizon Technology's returns are expected to increase less than the market. However, during the bear market, the loss of holding Horizon Technology is expected to be smaller as well. At this point, Horizon Technology has a negative expected return of -0.22%. Please make sure to check out Horizon Technology's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Horizon Technology performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Horizon Technology Finance has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in December 2024. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 0.54 | Five Day Return 0.65 | Year To Date Return (29.94) | Ten Year Return (33.88) | All Time Return (40.41) |
Forward Dividend Yield 0.1429 | Payout Ratio 0.2914 | Forward Dividend Rate 1.32 | Dividend Date 2025-03-14 | Ex Dividend Date 2024-12-16 |
1 | Horizon Technology Finance Provides 35 Million Venture Loan Facility to GT Medical Technologies | 09/12/2024 |
| Horizon Technology dividend paid on 13th of September 2024 | 09/13/2024 |
2 | Horizon Technology Finance Co. Given Average Recommendation of Reduce by Analysts | 09/25/2024 |
3 | Acquisition by Robert Pomeroy of 575 shares of Horizon Technology at 12.1 subject to Rule 16b-3 | 10/09/2024 |
| Horizon Technology dividend paid on 16th of October 2024 | 10/16/2024 |
4 | Acquisition by Gerald Michaud of 2500 shares of Horizon Technology at 16.19 subject to Rule 16b-3 | 10/25/2024 |
5 | Horizon Technology Finance Announces Monthly Distributions for January, February and March 2025 Totaling 0.33 per Share | 10/29/2024 |
6 | Horizon Technology Finance Corporation Q3 2024 Earnings Call Transcript | 10/31/2024 |
7 | Acquisition by Savage Joseph J of 5000 shares of Horizon Technology at 9.35 subject to Rule 16b-3 | 11/13/2024 |
| Horizon Technology dividend paid on 14th of November 2024 | 11/14/2024 |
8 | Insider Buying at Horizon Technology Finance Corp | 11/15/2024 |
| Begin Period Cash Flow | 30.5 M |
Horizon |
Horizon Technology Relative Risk vs. Return Landscape
If you would invest 1,070 in Horizon Technology Finance on August 30, 2024 and sell it today you would lose (141.00) from holding Horizon Technology Finance or give up 13.18% of portfolio value over 90 days. Horizon Technology Finance is currently does not generate positive expected returns and assumes 1.0024% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than Horizon, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Horizon Technology Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Horizon Technology's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Horizon Technology Finance, and traders can use it to determine the average amount a Horizon Technology's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.215
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| Negative Returns | HRZN |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Horizon Technology is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Horizon Technology by adding Horizon Technology to a well-diversified portfolio.
Horizon Technology Fundamentals Growth
Horizon Stock prices reflect investors' perceptions of the future prospects and financial health of Horizon Technology, and Horizon Technology fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Horizon Stock performance.
| Return On Equity | -0.0112 | ||||
| Return On Asset | 0.0676 | ||||
| Profit Margin | (0.04) % | ||||
| Operating Margin | 0.82 % | ||||
| Current Valuation | 735.27 M | ||||
| Shares Outstanding | 38.06 M | ||||
| Price To Earning | 18.29 X | ||||
| Price To Book | 1.03 X | ||||
| Price To Sales | 3.38 X | ||||
| Revenue | (9.87 M) | ||||
| Gross Profit | 79.19 M | ||||
| EBITDA | 11.94 M | ||||
| Net Income | (17.18 M) | ||||
| Cash And Equivalents | 54.35 M | ||||
| Cash Per Share | 2.14 X | ||||
| Total Debt | 462.24 M | ||||
| Debt To Equity | 1.25 % | ||||
| Current Ratio | 5.21 X | ||||
| Book Value Per Share | 9.06 X | ||||
| Cash Flow From Operations | 50.07 M | ||||
| Earnings Per Share | (0.15) X | ||||
| Market Capitalization | 353.6 M | ||||
| Total Asset | 802.36 M | ||||
| Retained Earnings | (127 M) | ||||
About Horizon Technology Performance
By examining Horizon Technology's fundamental ratios, stakeholders can obtain critical insights into Horizon Technology's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Horizon Technology is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 724.14 | 760.34 | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.05) | (0.05) |
Things to note about Horizon Technology performance evaluation
Checking the ongoing alerts about Horizon Technology for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Horizon Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Horizon Technology generated a negative expected return over the last 90 days | |
| Horizon Technology has high likelihood to experience some financial distress in the next 2 years | |
| Net Loss for the year was (17.18 M) with profit before overhead, payroll, taxes, and interest of 79.19 M. | |
| On 14th of November 2024 Horizon Technology paid $ 0.11 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Insider Buying at Horizon Technology Finance Corp |
- Analyzing Horizon Technology's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Horizon Technology's stock is overvalued or undervalued compared to its peers.
- Examining Horizon Technology's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Horizon Technology's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Horizon Technology's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Horizon Technology's stock. These opinions can provide insight into Horizon Technology's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Horizon Technology 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 nation. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Asset Management & Custody Banks 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 Horizon Technology. If investors know Horizon 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 Horizon Technology 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 0.371 | Dividend Share 1.32 | Earnings Share (0.15) | Revenue Per Share 3.009 | Quarterly Revenue Growth (0.16) |
The market value of Horizon Technology is measured differently than its book value, which is the value of Horizon that is recorded on the company's balance sheet. Investors also form their own opinion of Horizon Technology's value that differs from its market value or its book value, called intrinsic value, which is Horizon Technology'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 Horizon Technology's market value can be influenced by many factors that don't directly affect Horizon Technology'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 Horizon Technology's value and its price as these two are different measures arrived at by different means. Investors typically determine if Horizon Technology is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Horizon Technology'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.