Formula Systems (1985) Ltd. (FORTY)

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

Formula Systems (1985) Ltd. (FORTY) is down 9.0% since the beginning of the year. At $138 per share, FORTY is trading 27.5% below its 52-week high of $191. Investors who bought $1,000 worth of FORTY shares 5 years ago would now be looking at an investment worth $1,859.

Formula Systems (1985) Ltd. (FORTY) has returned -9.01% so far this year and 39.50% over the past 12 months. Looking at the last ten years, FORTY has achieved an annualized return of 18.49%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Oct 21, 1997, FORTY's average daily return is +0.08%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Feb 2000 with a return of +68.4%, while the worst month was Apr 2002 at -30.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FORTY closed higher 38% of trading days. The best single day was Mar 27, 2020 with a return of +41.5%, while the worst single day was Feb 4, 2026 at -20.1%.

Formula Systems (1985) Ltd. has an annualized alpha of 15.38%, beta of 0.59, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since October 22, 1997.

• This stock captured 121.23% of S&P 500 Index gains and 112.88% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• Beta of 0.59 may look defensive, but with R2 of 0.06 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 0.06 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.

FORTY ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Formula Systems (1985) Ltd. (FORTY) and compare them to S&P 500 Index.

Formula Systems (1985) Ltd. provided a 10.49% dividend yield over the last twelve months, with an annual payout of $14.50 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Formula Systems (1985) Ltd.. 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 Formula Systems (1985) Ltd.. 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 Formula Systems (1985) Ltd. was 92.82%, occurring on Mar 9, 2009. Recovery took 1946 trading sessions.

The current Formula Systems (1985) Ltd. drawdown is 20.01%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Formula Systems (1985) Ltd. 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 Formula Systems (1985) Ltd. is priced in the market compared to other companies in the Information Technology Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.