Five Below Stock Analysis

FIVE
 Stock
  

USD 138.56  0.95  0.69%   

The latest indifference towards the small price fluctuations of Five Below could raise concerns from shareholders as the firm is trading at a share price of 138.56 on 883,407 in volume. The company executives did not add any value to Five Below investors in July. However, most investors can still diversify their portfolios with Five Below to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 3.85. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from Five Below partners.
Please check Investing Opportunities.
  
The Five Below stock analysis report makes it easy to digest most publicly released information about Five Below and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Five Below Stock analysis module also helps to analyze the Five Below price relationship with some important fundamental indicators such as market cap and management efficiency.

Five Below Stock Analysis Notes

About 102.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.8. Five Below had not issued any dividends in recent years. Five Below, Inc. operates as a specialty value retailer in the United States. Five Below, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania. Five Below operates under Specialty Retail classification in the United States and is traded on NASDAQ Exchange. It employs 6100 people. To learn more about Five Below call Joel Anderson at 215 546 7909 or check out https://www.fivebelow.com.

Five Below Quarterly Cost of Revenue

432.82 Million

Five Below Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Five Below's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Five Below or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Five Below has very high historical volatility over the last 90 days
Five Below is unlikely to experience financial distress in the next 2 years
Five Below has a strong financial position based on the latest SEC filings
Latest headline from realmoney.thestreet.com: Five Belows Chart Signals an Above-Average Chance Its Shares Have Bottomed - RealMoney

Five Below Upcoming and Recent Events

Earnings reports are used by Five Below to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Five Below previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report16th of March 2022
Next Financial Report2nd of June 2022
Next Fiscal Quarter End31st of January 2022
Next Fiscal Year End16th of March 2022
Last Quarter Report31st of October 2021
Last Financial Announcement31st of January 2021

Five Below Largest EPS Surprises

Earnings surprises can significantly impact Five Below's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2016-12-01
2016-10-310.090.10.0111 
2015-12-03
2015-10-310.070.080.0114 
2015-06-03
2015-04-300.070.080.0114 
View All Earnings Estimates

Five Below SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Five Below prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Five Below investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Five Below specific information freely available to individual and institutional investors to make a timely investment decision.
14th of June 2022
Unclassified Corporate Event. Unclassified Corporate Event. Unclassified Corporate Event. Unclassified Corporate Event. Completion of Acquisition or Disposition of Assets
View
8th of June 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
11th of April 2022
Unclassified Corporate Event
View
30th of March 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
11th of February 2022
Unclassified Corporate Event
View
10th of February 2022
Unclassified Corporate Event
View
9th of February 2022
Unclassified Corporate Event
View
4th of February 2022
Unclassified Corporate Event
View

Five Below Thematic Classifications

In addition to having Five Below stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
SRI Sustainable Growth
Large and mid-sized companies that operate under the guidelines of socially responsible investing - SRI

Five Below Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Five Below is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Five Below backward and forwards among themselves. Five Below's institutional investor refers to the entity that pools money to purchase Five Below's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Riverbridge Partners LlcCommon Shares1.6 M180.9 M
Pacifica Capital Investments LlcCommon Shares515.7 K58.5 M
Allspring Global Investments Holdings LlcCommon Shares404.5 K45.9 M
Country Trust BankCommon Shares296 K33.6 M
Stephens Investment Management Group LlcCommon Shares222.1 K25.2 M
Envestnet Asset Management IncCommon Shares187.5 K21.3 M
National Bank Of CanadaCommon Shares178.1 K20.1 M
Simplex Trading LlcPut Options79.3 KM
Note, although Five Below's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Five Below Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 7.76 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Five Below's market, we take the total number of its shares issued and multiply it by Five Below's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Five Below Profitablity

Five Below's profitability indicators refer to fundamental financial ratios that showcase Five Below's ability to generate income relative to its revenue or operating costs. If, let's say, Five Below is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Five Below's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Five Below's profitability requires more research than a typical breakdown of Five Below's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 9.06 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 15.5 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.16.
Last ReportedProjected for 2022
Return on Investment 37.95  46.07 
Return on Average Assets 0.10  0.15 
Return on Average Equity 0.27  0.32 
Return on Invested Capital 0.12  0.32 
Return on Sales 0.13  0.13 

Management Efficiency

The entity has return on total asset (ROA) of 8.29 % which means that it generated profit of $8.29 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 25.61 %, meaning that it created $25.61 on every $100 dollars invested by stockholders. Five Below management efficiency ratios could be used to measure how well five below manages its routine affairs as well as how well it operates its assets and liabilities. Five Below Return on Average Assets are projected to slightly decrease based on the last few years of reporting. The past year's Return on Average Assets were at 0.10. The current year Return on Average Equity is expected to grow to 0.32, whereas Return on Sales is forecasted to decline to 0.13. Five Below Net Current Assets as percentage of Total Assets are projected to decrease significantly based on the last few years of reporting. The past year's Net Current Assets as percentage of Total Assets were at 11.03. The current year Asset Turnover is expected to grow to 1.92, whereas Current Assets are forecasted to decline to about 580.9 M.
Last ReportedProjected for 2022
Book Value per Share 20.00  12.22 
Enterprise Value over EBIT 27.00  26.84 
Enterprise Value over EBITDA 21.76  21.57 
Price to Book Value 7.94  9.65 
Tangible Assets Book Value per Share 51.44  29.93 
Enterprise Value10.1 B6.3 B
Tangible Asset Value2.9 B1.7 B

Technical Drivers

As of the 8th of August, Five Below shows the mean deviation of 2.94, and Coefficient Of Variation of (2,674). Five Below technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Five Below, which can be compared to its rivals. Please confirm Five Below information ratio, value at risk, as well as the relationship between the Value At Risk and expected short fall to decide if Five Below is priced favorably, providing market reflects its regular price of 138.56 per share. Given that Five Below has jensen alpha of (0.13), we urge you to verify Five Below's prevailing market performance to make sure the company can sustain itself at a future point.

Five Below Price Movement Analysis

Study
Start Value
Offset on Reverse
AF Init Long
AF Long
AF Max Long
AF Init Short
AF Short
AF Max Short
Execute Study
The output start index for this execution was one with a total number of output elements of sixty. The Extended Parabolic SAR indicator is used to determine the direction of Five Below's momentum and the point in time when it has higher than normal probability of directional change. It has more input parameters than standard Parabolic SAR indicator.
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Five Below Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Five Below insiders, such as employees or executives, is commonly permitted as long as it does not rely on Five Below's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Five Below insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Dinesh Lathi over three months ago via Macroaxis 
Acquisition by Dinesh Lathi of 130 shares of Five Below subject to Rule 16b-3
George Hill over three months ago via Macroaxis 
Payment of 209 shares by George Hill of Five Below subject to Rule 16b-3
Eric Specter over three months ago via Macroaxis 
Payment of 925 shares by Eric Specter of Five Below subject to Rule 16b-3
Judith Werthauser over three months ago via Macroaxis 
Payment of 1401 shares by Judith Werthauser of Five Below subject to Rule 16b-3
Judith Werthauser over three months ago via Macroaxis 
Payment of 3 shares by Judith Werthauser of Five Below subject to Rule 16b-3
Judith Werthauser over three months ago via Macroaxis 
Acquisition by Judith Werthauser of 1377 shares of Five Below subject to Rule 16b-3
George Hill over three months ago via Macroaxis 
Payment of 628 shares by George Hill of Five Below subject to Rule 16b-3
George Hill over three months ago via Macroaxis 
Acquisition or disposition of Five Below securities by George Hill
Dinesh Lathi over six months ago via Macroaxis 
Acquisition by Dinesh Lathi of 106 shares of Five Below subject to Rule 16b-3
Dinesh Lathi over six months ago via Macroaxis 
Acquisition by Dinesh Lathi of tradable shares of Five Below subject to Rule 16b-3
Judith Werthauser over six months ago via Macroaxis 
Payment of 976 shares by Judith Werthauser of Five Below subject to Rule 16b-3
Dinesh Lathi over six months ago via Macroaxis 
Acquisition by Dinesh Lathi of tradable shares of Five Below subject to Rule 16b-3

Five Below Technical and Predictive Indicators

Five Below Forecast Models

Five Below time-series forecasting models is one of many Five Below's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Five Below's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Five Below Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Five Below stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Five Below shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Five Below. By using and applying Five Below Stock analysis, traders can create a robust methodology for identifying Five Below entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 13.34  12.98 
EBITDA Margin 0.16  0.16 
Gross Margin 0.36  0.37 
Profit Margin 0.1  0.09 
Five Below, Inc. operates as a specialty value retailer in the United States. Five Below, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania. Five Below operates under Specialty Retail classification in the United States and is traded on NASDAQ Exchange. It employs 6100 people.

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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Five Below to your portfolios without increasing risk or reducing expected return.

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Please check Investing Opportunities. Note that the Five Below information on this page should be used as a complementary analysis to other Five Below's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Five Below Stock analysis

When running Five Below price analysis, check to measure Five Below'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 Five Below is operating at the current time. Most of Five Below's value examination focuses on studying past and present price action to predict the probability of Five Below's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Five Below's price. Additionally, you may evaluate how the addition of Five Below to your portfolios can decrease your overall portfolio volatility.
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Is Five Below's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Five Below. If investors know Five Below will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Five Below listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.33
Market Capitalization
7.7 B
Quarterly Revenue Growth YOY
0.07
Return On Assets
0.0829
Return On Equity
0.26
The market value of Five Below is measured differently than its book value, which is the value of Five Below that is recorded on the company's balance sheet. Investors also form their own opinion of Five Below's value that differs from its market value or its book value, called intrinsic value, which is Five Below's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Five Below's market value can be influenced by many factors that don't directly affect Five Below's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Five Below's value and its price as these two are different measures arrived at by different means. Investors typically determine Five Below value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Five Below's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.