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Amalgamated Financial Corp. (AMAL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0226711010
CUSIP022671101
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$710.56M
EPS$2.86
PE Ratio8.14
Revenue (TTM)$274.58M
Gross Profit (TTM)$248.74M
EBITDA (TTM)-$61.75M
Year Range$13.85 - $27.66
Target Price$31.00
Short %4.42%
Short Ratio4.28

Share Price Chart


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Amalgamated Financial Corp.

Popular comparisons: AMAL vs. BCSF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Amalgamated Financial Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


20.00%40.00%60.00%80.00%100.00%120.00%140.00%OctoberNovemberDecember2024FebruaryMarch
100.49%
90.52%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Amalgamated Financial Corp. had a return of -10.83% year-to-date (YTD) and 34.77% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-10.83%10.04%
1 month1.70%3.53%
6 months39.02%22.79%
1 year34.77%32.16%
5 years (annualized)11.05%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.41%-12.76%
2023-9.76%-3.91%5.92%15.73%28.29%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AMAL
Amalgamated Financial Corp.
0.92
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Amalgamated Financial Corp. Sharpe ratio is 0.92. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.92
2.76
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Amalgamated Financial Corp. granted a 1.67% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM202320222021202020192018
Dividend$0.40$0.40$0.36$0.32$0.32$0.26$0.06

Dividend yield

1.67%1.48%1.56%1.91%2.33%1.34%0.31%

Monthly Dividends

The table displays the monthly dividend distributions for Amalgamated Financial Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.10
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2022$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2021$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2020$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2019$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00
2018$0.06$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.7%
Amalgamated Financial Corp. has a dividend yield of 1.67%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%13.6%
Amalgamated Financial Corp. has a payout ratio of 13.61%, which is below the market average. This means Amalgamated Financial Corp. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-12.93%
0
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amalgamated Financial Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Amalgamated Financial Corp. was 62.93%, occurring on Mar 23, 2020. Recovery took 552 trading sessions.

The current Amalgamated Financial Corp. drawdown is 12.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.93%Nov 14, 2018339Mar 23, 2020552May 31, 2022891
-46.88%Dec 5, 2022112May 16, 2023147Dec 14, 2023259
-17.33%Jan 31, 202423Mar 4, 2024
-8.97%Jun 1, 202221Jun 30, 202218Jul 27, 202239
-8.78%Aug 16, 202215Sep 6, 202240Nov 1, 202255

Volatility

Volatility Chart

The current Amalgamated Financial Corp. volatility is 8.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
8.15%
2.82%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Amalgamated Financial Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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Income Statement


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Values in undefined except per share items