- ISIN
- US0226711010
- CUSIP
- 022671101
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Aug 9, 2018
Highlights
- Market Cap
- $1.47B
- Enterprise Value
- $1.55B
- EPS (TTM)
- $3.75
- PE Ratio
- 13.17
- PEG Ratio
- 0.62
- Total Revenue (TTM)
- $485.42M
- Gross Profit (TTM)
- $338.80M
- EBITDA (TTM)
- $156.66M
- Year Range
- $25.13 - $50.92
- Target Price
- $48.00
- ROA (TTM)
- 1.21%
- ROE (TTM)
- 13.58%
- Avg. Volume (1M)
- 161K
- Avg. Volume Value (1M)
- $7.67M
Share Price Chart
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Performance
AMAL Performance Chart
Amalgamated Financial Corp. (AMAL) is up 55.5% since the beginning of the year. At $49 per share, AMAL is trading 3.0% below its 52-week high of $51. Investors who bought $1,000 worth of AMAL shares 5 years ago would now be looking at an investment worth $3,524.
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Returns By Period
Amalgamated Financial Corp. (AMAL) has returned 55.47% so far this year and 76.42% over the past 12 months.
Amalgamated Financial Corp.
- 1D
- -0.02%
- 1M
- 7.25%
- 6M
- 28.21%
- YTD
- 55.47%
- 1Y
- 76.42%
- 3Y*
- 38.78%
- 5Y*
- 28.65%
- 10Y*
- —
- ALL TIME*
- 17.28%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
AMAL Monthly Returns History
Based on dividend-adjusted daily data since Aug 9, 2018, AMAL's average daily return is +0.09%, while the average monthly return is +1.83%. At this rate, an investment would double in approximately 3.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was Dec 2023 with a return of +28.3%, while the worst month was Mar 2020 at -32.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, AMAL closed higher 49% of trading days. The best single day was Nov 9, 2020 with a return of +17.0%, while the worst single day was Apr 1, 2020 at -14.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21.26% | -0.48% | 0.99% | 5.17% | 1.89% | 10.66% | 7.58% | 55.47% | |||||
| 2025 | 4.39% | -6.76% | -11.40% | -2.05% | 7.83% | 3.24% | -7.08% | 0.14% | -6.02% | 0.41% | 8.22% | 9.13% | -2.50% |
| 2024 | -1.41% | -12.76% | 3.99% | 2.25% | 3.50% | 8.39% | 16.09% | 4.16% | -4.91% | 5.72% | 7.82% | -6.06% | 26.32% |
| 2023 | -0.39% | 3.06% | -24.88% | -7.97% | -12.07% | 13.15% | 24.05% | -9.76% | -3.91% | 5.92% | 15.73% | 28.29% | 19.44% |
| 2022 | 1.43% | 1.43% | 4.66% | -2.11% | 24.04% | -8.97% | 16.68% | -2.10% | 0.22% | 1.95% | 16.49% | -13.61% | 39.78% |
| 2021 | 6.70% | 20.36% | -5.52% | -2.65% | 1.24% | -3.93% | -1.73% | 1.76% | 1.74% | 16.06% | -7.44% | -0.89% | 24.43% |
Benchmark Metrics
Amalgamated Financial Corp. has an annualized alpha of 12.54%, beta of 0.86, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since August 09, 2018.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.95%) than losses (77.78%) - typical of diversified or defensive assets.
- R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 12.54%
- Beta
- 0.86
- R²
- 0.18
- Upside Capture
- 95.95%
- Downside Capture
- 77.78%
Return for Risk
Risk / Return Rank
AMAL ranks 94 for risk / return — above 94% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMAL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.25 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.64 | 2.00 | +2.64 |
| Martin ratioReturn relative to average drawdown | 13.36 | 8.49 | +4.86 |
Dividends
Dividend History
Amalgamated Financial Corp. provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The company has been increasing its dividends for 7 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.62 | $0.56 | $0.46 | $0.40 | $0.36 | $0.32 | $0.32 | $0.26 | $0.06 |
Dividend yield | 1.26% | 1.75% | 1.37% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.34 | |||||
| 2025 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.56 |
| 2024 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.46 |
| 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 | $0.40 |
| 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 | $0.36 |
| 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 | $0.32 |
Dividend Yield & Payout
Dividend Yield
Amalgamated Financial Corp. has a dividend yield of 1.26%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Amalgamated Financial Corp. has a payout ratio of 16.04%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 1.02%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-62.93%Mar 2020 | 1y 4mo | 2y 2mo | 3y 6moNov 2018 - May 2022 | COVID crash2020 |
-46.88%May 2023 | 5mo 12d | 7mo 2d | 1y 9dDec 2022 - Dec 2023 | — |
-32.85%Oct 2025 | 11mo 13d | 3mo 8d | 1y 2moNov 2024 - Jan 2026 | — |
-21.80%Apr 2024 | 2mo 17d | 2mo 12d | 4mo 29dJan 2024 - Jun 2024 | — |
-13.38%Aug 2024 | 5d | 18d | 23dJul 2024 - Aug 2024 | — |
Drawdown Indicators
| AMAL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.93% | -56.78% | -6.15% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -9.10% | -6.81% |
Max Drawdown (3Y)Largest decline over 3 years | -32.85% | -18.90% | -13.95% |
Max Drawdown (5Y)Largest decline over 5 years | -46.88% | -25.43% | -21.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.02% | -1.58% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -19.60% | -10.70% | -8.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 2.14% | +3.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Amalgamated Financial Corp. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AMAL, comparing it with other companies in the Banks - Regional industry. Currently, AMAL has a P/E ratio of 13.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AMAL compared to other companies in the Banks - Regional industry. AMAL currently has a PEG ratio of 0.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AMAL relative to other companies in the Banks - Regional industry. Currently, AMAL has a P/S ratio of 3.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AMAL in comparison with other companies in the Banks - Regional industry. Currently, AMAL has a P/B value of 1.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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