VEL:NYE-Velocity Financial Llc (USD)

COMMON STOCK | Mortgage Finance |

Last Closing

USD 17.93

Change

0.00 (0.00)%

Market Cap

USD 0.61B

Volume

0.17M

Analyst Target

USD 6.13
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-29 )

Largest Industry Peers for Mortgage Finance

Symbol Name Price(Change) Market Cap
RKT Rocket Companies Inc

-0.54 (-3.94%)

USD 28.42B
UWMC UWM Holdings Corp

-0.18 (-2.60%)

USD 11.60B
PFSI PennyMac Finl Svcs Inc

-2.30 (-2.43%)

USD 4.82B
WD Walker & Dunlop Inc

-4.33 (-4.41%)

USD 3.31B
GHLD Guild Holdings Co

-0.96 (-6.49%)

USD 0.91B
LDI Loandepot Inc

-0.04 (-2.42%)

USD 0.53B
BETR Better Home & Finance Holding ..

-0.01 (-1.31%)

USD 0.45B
GHI Greystone Housing Impact Inves..

-0.08 (-0.54%)

USD 0.35B
OCN Ocwen Financial Corporation

N/A

USD 0.20B
CNF CNFinance Holdings Ltd

-0.13 (-7.72%)

USD 0.11B

ETFs Containing VEL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mortgage Finance) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.12% 75% C 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.12% 75% C 51% F
Trailing 12 Months  
Capital Gain 55.51% 100% F 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 55.51% 100% F 94% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 44.56% 87% B+ 94% A
Dividend Return 44.56% 87% B+ 93% A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 76.72% 27% F 10% F
Risk Adjusted Return 58.08% 93% A 80% B-
Market Capitalization 0.61B 62% D 48% F

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is 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.

Positive cash flow

The company had positive total 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.

Superior Revenue Growth

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

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

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

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.