Modiv has a performance score of 1 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.21, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Modiv's returns are expected to increase less than the market. However, during the bear market, the loss of holding Modiv is expected to be smaller as well. Modiv Inc right now secures a risk of 1.15%. Please verify Modiv Inc value at risk, and the relationship between the jensen alpha and skewness , to decide if Modiv Inc will be following its current price movements.
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Compared to the overall equity markets, risk-adjusted returns on investments in Modiv Inc are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable fundamental indicators, Modiv is not utilizing all of its potentials. The newest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
If you would invest 1,455 in Modiv Inc on September 23, 2025 and sell it today you would earn a total of 20.50 from holding Modiv Inc or generate 1.41% return on investment over 90 days. Modiv Inc is generating 0.028% of daily returns assuming volatility of 1.1484% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Modiv, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon Modiv is expected to generate 2.27 times less return on investment than the market. In addition to that, the company is 1.62 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of volatility.
Modiv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Modiv's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Modiv Inc, and traders can use it to determine the average amount a Modiv'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 = 0.0244
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Based on monthly moving average Modiv is performing at about 1% of its full potential. 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 Modiv by adding it to a well-diversified portfolio.
Modiv Fundamentals Growth
Modiv Stock prices reflect investors' perceptions of the future prospects and financial health of Modiv, and Modiv 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 Modiv Stock performance.
Evaluating Modiv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Modiv has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Modiv has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Modiv Inc., was incorporated on May 14, 2015 as a Maryland corporation. The Companys goal is to generate current income for investors and long-term capital appreciation in the value of its properties. Modiv Inc operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 20 people.
Things to note about Modiv Inc performance evaluation
Checking the ongoing alerts about Modiv for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Modiv Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Modiv Inc has high likelihood to experience some financial distress in the next 2 years
Modiv Inc has a strongfinancial position based on the latest SEC filings
Evaluating Modiv's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Modiv's stock performance include:
Analyzing Modiv'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 Modiv's stock is overvalued or undervalued compared to its peers.
Examining Modiv'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 Modiv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Modiv's management team can help you assess the Company's leadership.
Pay attention to analyst opinions and ratings of Modiv's stock. These opinions can provide insight into Modiv's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Modiv's stock performance is not an exact science, and many factors can impact Modiv's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additional Tools for Modiv Stock Analysis
When running Modiv's price analysis, check to measure Modiv's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Modiv is operating at the current time. Most of Modiv's value examination focuses on studying past and present price action to predict the probability of Modiv's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Modiv's price. Additionally, you may evaluate how the addition of Modiv to your portfolios can decrease your overall portfolio volatility.