PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Amalgamated Financial Corp. (AMAL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0226711010
CUSIP022671101
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market Cap$772.26M
EPS$3.06
PE Ratio8.27
Revenue (TTM)$283.72M
Gross Profit (TTM)$248.74M
EBITDA (TTM)-$61.75M
Year Range$13.80 - $27.53
Target Price$29.50
Short %4.41%
Short Ratio6.84

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


70.00%80.00%90.00%100.00%110.00%120.00%130.00%December2024FebruaryMarchAprilMay
112.98%
92.56%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Amalgamated Financial Corp. had a return of -5.27% year-to-date (YTD) and 74.92% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-5.27%11.21%
1 month3.33%4.01%
6 months24.12%16.58%
1 year74.92%26.14%
5 years (annualized)10.24%13.81%
10 years (annualized)N/A10.70%

Monthly Returns

The table below presents the monthly returns of AMAL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.41%-12.76%3.99%2.25%-5.27%
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%
20221.43%1.43%4.66%-2.11%24.04%-8.97%16.68%-2.10%0.22%1.95%16.49%-13.61%39.78%
20216.70%20.36%-5.52%-2.65%1.24%-3.93%-1.73%1.76%1.74%16.06%-7.44%-0.89%24.43%
2020-11.36%-6.73%-32.42%-1.11%5.82%12.56%-8.62%2.57%-10.11%4.91%15.29%8.02%-27.56%
2019-8.00%-0.96%-11.63%8.31%-2.33%5.76%-1.66%-6.11%-0.19%13.67%5.44%1.73%1.22%
20180.00%0.00%31.62%10.61%0.57%10.44%-8.71%47.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AMAL is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AMAL is 8787
AMAL (Amalgamated Financial Corp.)
The Sharpe Ratio Rank of AMAL is 9292Sharpe Ratio Rank
The Sortino Ratio Rank of AMAL is 8989Sortino Ratio Rank
The Omega Ratio Rank of AMAL is 8585Omega Ratio Rank
The Calmar Ratio Rank of AMAL is 8787Calmar Ratio Rank
The Martin Ratio Rank of AMAL is 8484Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AMAL
Sharpe ratio
The chart of Sharpe ratio for AMAL, currently valued at 2.09, compared to the broader market-2.00-1.000.001.002.003.004.002.09
Sortino ratio
The chart of Sortino ratio for AMAL, currently valued at 2.93, compared to the broader market-4.00-2.000.002.004.006.002.93
Omega ratio
The chart of Omega ratio for AMAL, currently valued at 1.34, compared to the broader market0.501.001.502.001.34
Calmar ratio
The chart of Calmar ratio for AMAL, currently valued at 1.52, compared to the broader market0.002.004.006.001.52
Martin ratio
The chart of Martin ratio for AMAL, currently valued at 6.52, compared to the broader market-10.000.0010.0020.0030.006.52
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market-10.000.0010.0020.0030.009.59

Sharpe Ratio

The current Amalgamated Financial Corp. Sharpe ratio is 2.09. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amalgamated Financial Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
2.09
2.52
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Amalgamated Financial Corp. granted a 1.66% dividend yield in the last twelve months. The annual payout for that period amounted to $0.42 per share.


PeriodTTM202320222021202020192018
Dividend$0.42$0.40$0.36$0.32$0.32$0.26$0.06

Dividend yield

1.66%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.10$0.00$0.00$0.12$0.22
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
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$0.32
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$0.26
2018$0.06$0.00$0.06

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Amalgamated Financial Corp. has a dividend yield of 1.66%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%13.9%
Amalgamated Financial Corp. has a payout ratio of 13.86%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-7.50%
-0.31%
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 7.50%.


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
-21.8%Jan 31, 202454Apr 17, 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 5.69%, 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%December2024FebruaryMarchAprilMay
5.69%
3.10%
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.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items