FORTY:NGS-Formula Systems (1985) Ltd. ADS represents 1 ordinary shares (USD)

EQUITY | Information Technology Services | Nasdaq Global Select

Last Closing

USD 78.22

Change

-2.99 (-3.68)%

Market Cap

USD 0.59B

Volume

2.49K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Formula Systems (1985) Ltd is an IT solutions & services holdings company. It is engaged in providing software solutions and services, software product marketing and support, computer infrastructure and integration solutions and learning and integration.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-23 )

Largest Industry Peers for Information Technology Services

Symbol Name Price(Change) Market Cap
CTSH Cognizant Technology Solutions..

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CDW CDW Corp

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JKHY Jack Henry & Associates Inc

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EXLS ExlService Holdings Inc

N/A

USD 4.74B
CNXC Concentrix Corporation

N/A

USD 4.08B
AUR Aurora Innovation Inc

N/A

USD 3.91B
PRFT Perficient Inc

N/A

USD 2.61B
XRX Xerox Corp

N/A

USD 1.77B
GDS GDS Holdings Ltd

N/A

USD 1.70B
TASK Taskus Inc

N/A

USD 1.26B

ETFs Containing FORTY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Information Technology Services) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.77% 88% B+ 82% B
Dividend Return 0.98% 78% C+ 45% F
Total Return 20.74% 88% B+ 82% B
Trailing 12 Months  
Capital Gain 13.56% 73% C 67% D+
Dividend Return 1.83% 36% F 27% F
Total Return 15.39% 76% C+ 66% D+
Trailing 5 Years  
Capital Gain 62.96% 76% C+ 77% C+
Dividend Return 11.81% 40% F 49% F
Total Return 74.76% 76% C+ 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.36% 56% F 66% D+
Dividend Return 9.77% 59% D- 66% D+
Total Return 1.41% 50% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 31.92% 74% C 58% F
Risk Adjusted Return 30.61% 68% D+ 65% D
Market Capitalization 0.59B 76% C+ 75% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Information Technology Services) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 7.80 63% 45%
Price/Book Ratio 2.08 45% 46%
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio 5.97 69% 34%
Management Effectiveness  
Return on Equity 13.34% 79% 82%
Return on Invested Capital 21.18% 88% 89%
Return on Assets 5.33% 76% 87%
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.