ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Amalgamated Financial Corp. ?
1
High Profitability with a Net Interest Margin of 8.82%
2
Strong Long Term Fundamental Strength with a 18.05% CAGR growth in Net Profits
3
Healthy long term growth as Net Interest Income (ex other income) has grown by an annual rate of 0% and Net profit at 18.05%
4
Flat results in Jun 25
5
With ROA of 0.68%, it has a fair valuation with a 1.27 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -18.01%, its profits have risen by 11.5% ; the PEG ratio of the company is 0.9
6
High Institutional Holdings at 67.83%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 3.04% over the previous quarter.
7
Below par performance in long term as well as near term
- Along with generating -18.01% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Amalgamated Financial Corp. should be less than 10%
- Overall Portfolio exposure to Regional Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Regional Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Amalgamated Financial Corp. for you?
Medium Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Amalgamated Financial Corp.
-12.39%
0.69
32.25%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
16.71%
EBIT Growth (5y)
15.09%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
13.37%
Pledged Shares
0
Institutional Holding
67.83%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
1.27
EV to EBIT
6.58
EV to EBITDA
6.37
EV to Capital Employed
1.27
EV to Sales
2.31
PEG Ratio
0.85
Dividend Yield
170.57%
ROCE (Latest)
19.31%
ROE (Latest)
14.16%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Sideways
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend3What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 0
NET SALES(Q)
Highest at USD 104.1 MM
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Amalgamated Financial Corp.
Net Sales
Highest at USD 104.1 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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