Pathward Financial, Inc. (CASH)

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Pathward Financial, Inc. (CASH) is up 24.4% since the beginning of the year. At $88 per share, CASH is trading 12.9% below its 52-week high of $101. Investors who bought $1,000 worth of CASH shares 5 years ago would now be looking at an investment worth $1,808.

Pathward Financial, Inc. (CASH) has returned 24.43% so far this year and 18.28% over the past 12 months. Looking at the last ten years, CASH has achieved an annualized return of 17.69%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.

Based on dividend-adjusted daily data since Sep 21, 1993, CASH's average daily return is +0.08%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Oct 2020 with a return of +52.7%, while the worst month was Oct 2010 at -60.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 9 months.

On a daily basis, CASH closed higher 43% of trading days. The best single day was Dec 11, 2008 with a return of +36.7%, while the worst single day was Oct 14, 2010 at -37.4%.

Pathward Financial, Inc. has an annualized alpha of 16.78%, beta of 0.49, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since September 21, 1993.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (77.97%) than losses (56.07%) - typical of diversified or defensive assets.
• Beta of 0.49 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 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.

CASH ranks 61 for risk / return — above 61% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

Pathward Financial, Inc. provided a 0.23% dividend yield over the last twelve months, with an annual payout of $0.20 per share. The company has been increasing its dividends for 24 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Pathward Financial, Inc.. 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 Pathward Financial, Inc. was 83.66%, occurring on Mar 10, 2009. Recovery took 1133 trading sessions.

The current Pathward Financial, Inc. drawdown is 11.64%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Pathward Financial, Inc. 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.