VEL:NYE-Velocity Financial Llc (USD)

COMMON STOCK | Mortgage Finance |

Last Closing

USD 19.7

Change

0.00 (0.00)%

Market Cap

USD 0.68B

Volume

0.05M

Analyst Target

USD 6.13
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Mortgage Finance

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

-0.07 (-0.63%)

USD 24.07B
UWMC UWM Holdings Corp

-0.04 (-0.69%)

USD 9.87B
PFSI PennyMac Finl Svcs Inc

-0.69 (-0.68%)

USD 5.21B
GHLD Guild Holdings Co

+0.17 (+1.21%)

USD 0.83B
LDI Loandepot Inc

+0.08 (+4.15%)

USD 0.72B
ONIT Onity Group Inc.

+0.22 (+0.73%)

USD 0.23B
BETR Better Home & Finance Holding ..

-0.86 (-8.59%)

USD 0.16B
CNF CNFinance Holdings Ltd

+0.01 (+1.06%)

USD 0.08B
IOR Income Opportunity Realty Inve..

+0.01 (+0.08%)

USD 0.07B
WD Walker & Dunlop Inc

-1.07 (-1.11%)

N/A

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 14.40% 82% B 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.40% 82% B 64% D
Trailing 12 Months  
Capital Gain 14.40% 82% B 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.40% 82% B 64% D
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 50.99% 91% A- 94% A
Dividend Return 50.99% 91% A- 93% A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 75.13% 27% F 12% F
Risk Adjusted Return 67.87% 91% A- 80% B-
Market Capitalization 0.68B 50% F 52% 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 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 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 capital utilization

The company management has delivered below median return on invested capital 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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.