| Ticker | Company | Zen Rating | Price | Value | Graham Fair Value | Graham Fair Value % | P/E | Forward P/E | P/S | P/B | PEG | Free Cash Flow | Free Cash Flow Yield | Book Value | BVPS | EV | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CCAQ | COLLECTIVE ACQUISITION CORP | $10.70 | N/A | N/A | 56.32x | N/A | N/A | -30.90x | N/A | -$546.11k | -0.25% | -$7.01M | -0.35 | $216.45M | 58.32 | ||
| MEVO | M EVO GLOBAL ACQUISITION CORP II | $10.03 | N/A | N/A | N/A | N/A | N/A | -36.52x | N/A | N/A | N/A | -$10.98M | -0.28 | $400.05M | N/A | ||
| HCIC | HENNESSY CAPITAL INVESTMENT CORP VIII | $9.98 | N/A | N/A | N/A | N/A | N/A | -75.82x | N/A | N/A | N/A | -$4.67M | -0.13 | $353.77M | N/A | ||
| IBAC | IB ACQUISITION CORP | $11.64 | N/A | N/A | -68.47x | N/A | N/A | -25.21x | N/A | -$1.85M | -3.17% | -$2.31M | -0.46 | $58.77M | -342.33 | ||
| JENA | JENA ACQUISITION CORP II | $10.48 | N/A | N/A | 20.96x | N/A | N/A | -21.84x | N/A | -$1.01M | -0.33% | -$13.91M | -0.48 | $303.59M | 40.97 | ||
| TDWD | TAILWIND 20 ACQUISITION CORP | $10.11 | N/A | N/A | 59.47x | N/A | N/A | -38.87x | N/A | -$851.44k | -0.36% | -$6.12M | -0.26 | $237.31M | 72.24 | ||
| CHEC | CHENGHE ACQUISITION III CO | $10.26 | N/A | N/A | 41.04x | N/A | N/A | -36.16x | N/A | -$445.18k | -0.25% | -$4.90M | -0.29 | $176.80M | 63.36 | ||
| RDAG | REPUBLIC DIGITAL ACQUISITION CO | $10.42 | N/A | N/A | 34.73x | N/A | N/A | -32.82x | N/A | -$283.32k | -0.08% | -$11.91M | -0.32 | $390.01M | 34.99 | ||
| FSHP | FLAG SHIP ACQUISITION CORP | $11.31 | N/A | N/A | 226.10x | N/A | N/A | -10.50x | N/A | -$489.98k | -0.92% | -$3.79M | -0.81 | $41.83M | 41.56 | ||
| EGHA | EGH ACQUISITION CORP | $10.40 | N/A | N/A | 57.78x | N/A | N/A | -31.37x | N/A | -$908.11k | -0.42% | -$6.80M | -0.33 | $213.00M | 57.13 | ||
| FXAC | FORTUNEX ACQUISITION CORP | $10.08 | N/A | N/A | N/A | N/A | N/A | -39.39x | N/A | N/A | N/A | -$3.23M | -0.46 | $126.76M | N/A | ||
| NBRG | NEWBRIDGE ACQUISITION LTD | $10.09 | N/A | N/A | -252.25x | N/A | N/A | 18.13x | N/A | -$532.63k | -0.70% | $4.20M | 0.56 | $76.71M | 303.26 | ||
| BDCI | BTC DEVELOPMENT CORP | $10.16 | N/A | N/A | 35.03x | N/A | N/A | -36.95x | N/A | -$1.61M | -0.45% | -$9.55M | -0.28 | $351.90M | 64.21 | ||
| LPBB | LAUNCH TWO ACQUISITION CORP | $10.82 | N/A | N/A | 41.62x | N/A | N/A | -26.02x | N/A | -$521.09k | -0.17% | -$11.95M | -0.42 | $311.05M | 59.00 | ||
| APXT | APEX TREASURY CORP | $10.14 | N/A | N/A | 56.33x | N/A | N/A | -31.74x | N/A | -$792.59k | -0.17% | -$14.68M | -0.32 | $465.47M | 74.56 | ||
| MACI | MELAR ACQUISITION CORP I | $11.02 | N/A | N/A | 58.00x | N/A | N/A | -30.21x | N/A | -$776.82k | -0.36% | -$3.48M | -0.18 | $109.53M | 22.97 | ||
| FMAC | FUTURE MONEY ACQUISITION CORP | $10.09 | N/A | N/A | N/A | N/A | N/A | 311.97x | N/A | N/A | N/A | $510.39k | 0.06 | $159.07M | N/A | ||
| CXII | CHURCHILL CAPITAL CORP XII | $10.65 | N/A | N/A | N/A | N/A | N/A | -39.75x | N/A | N/A | N/A | -$14.87M | -0.36 | $590.75M | N/A | ||
| RREV | RRE VENTURES ACQUISITION CORP | $9.91 | N/A | N/A | N/A | N/A | N/A | -34.64x | N/A | N/A | N/A | -$9.54M | -0.38 | $329.63M | N/A | ||
| OTAI | STARLINK AI ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | -43.58x | N/A | N/A | N/A | -$3.10M | -0.26 | $134.40M | N/A | ||
| HAVA | HARVARD AVE ACQUISITION CORP | $10.22 | N/A | N/A | 51.10x | N/A | N/A | -51.28x | N/A | -$1.26M | -0.60% | -$4.12M | -0.20 | $211.79M | 70.76 | ||
| DNMX | DYNAMIX CORP III | $10.05 | N/A | N/A | 67.00x | N/A | N/A | -34.76x | N/A | -$1.26M | -0.47% | -$7.76M | -0.29 | $268.86M | 87.02 | ||
| SCPQ | SOCIAL COMMERCE PARTNERS CORP | $10.03 | N/A | N/A | -167.17x | N/A | N/A | -45.36x | N/A | -$693.53k | -0.51% | -$3.03M | -0.22 | $136.86M | 182.16 | ||
| LWAC | LIGHTWAVE ACQUISITION CORP | $10.33 | N/A | N/A | 39.73x | N/A | N/A | -42.77x | N/A | -$750.58k | -0.24% | -$7.26M | -0.24 | $310.20M | 41.77 | ||
| ILLU | ILLUMINATION ACQUISITION CORP I | $9.98 | N/A | N/A | N/A | N/A | N/A | -43.42x | N/A | N/A | N/A | -$7.19M | -0.37 | $311.47M | N/A | ||
| XSLL | XSOLLA SPAC 1 | $9.98 | N/A | N/A | N/A | N/A | N/A | 191.97x | N/A | N/A | N/A | $1.44M | 0.05 | $274.50M | N/A | ||
| KTWO | K2 CAPITAL ACQUISITION CORP | $10.10 | N/A | N/A | N/A | N/A | N/A | 285.57x | N/A | N/A | N/A | $708.82k | 0.04 | $201.59M | N/A | ||
| AACI | ARMADA ACQUISITION CORP III | $10.04 | N/A | N/A | N/A | -83.74x | N/A | -36.42x | N/A | N/A | N/A | -$9.38M | -0.35 | $340.95M | N/A | ||
| ADAC | AMERICAN DRIVE ACQUISITION CO | $10.09 | N/A | N/A | 112.11x | N/A | N/A | -28.96x | N/A | -$660.92k | -0.29% | -$10.02M | -0.44 | $289.24M | 118.04 | ||
| ITHA | ITHAX ACQUISITION CORP III | $10.07 | N/A | N/A | N/A | N/A | N/A | -33.87x | N/A | N/A | N/A | -$9.12M | -0.30 | $308.29M | N/A | ||
| DBCA | D BORAL ACQUISITION I CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | 786.40x | N/A | N/A | N/A | $551.35k | 0.01 | $433.26M | N/A | ||
| BIXI | BITCOIN INFRASTRUCTURE ACQUISITION CORP LTD | $10.09 | N/A | N/A | 77.62x | N/A | N/A | -45.42x | N/A | -$743.10k | -0.25% | -$6.69M | -0.22 | $301.58M | 86.80 | ||
| NOEM | CO2 ENERGY TRANSITION CORP | $10.58 | $2.39 | 342.81% | 70.53x | N/A | N/A | -16.82x | 1.94x | -$1.41M | -1.39% | -$2.34M | -0.24 | $39.62M | 19.77 | ||
| WSTN | WESTIN ACQUISITION CORP | $10.14 | N/A | N/A | -37.28x | N/A | N/A | 19.60x | N/A | -$288.37k | -0.38% | $4.17M | 0.57 | $81.77M | 164.88 | ||
| EVOX | EVOLUTION GLOBAL ACQUISITION CORP | $10.11 | N/A | N/A | -56.17x | N/A | N/A | -36.41x | N/A | -$518.11k | -0.16% | -$8.89M | -0.28 | $322.68M | -1,571.15 | ||
| BKHA | BLACK HAWK ACQUISITION CORP | $11.99 | N/A | N/A | 119.90x | N/A | N/A | -9.76x | N/A | -$554.53k | -1.12% | -$5.10M | -1.23 | $51.02M | 116.32 | ||
| TRGS | TRG LATIN AMERICA ACQUISITIONS CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | -23.19x | N/A | N/A | N/A | -$11.18M | -0.43 | $258.23M | N/A | ||
| KCHV | KOCHAV DEFENSE ACQUISITION CORP | $10.45 | N/A | N/A | 40.19x | N/A | N/A | -53.95x | N/A | N/A | N/A | -$6.64M | -0.19 | $357.78M | N/A | ||
| TACO | BERTO ACQUISITION CORP | $10.45 | N/A | N/A | 32.66x | N/A | N/A | -28.39x | N/A | -$214.68k | -0.06% | -$13.81M | -0.37 | $391.92M | 41.86 | ||
| ARTC | ART TECHNOLOGY ACQUISITION CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | -41.28x | N/A | N/A | N/A | -$8.41M | -0.24 | $344.98M | N/A | ||
| ACGC | ACP HOLDINGS ACQUISITION CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | -56.75x | N/A | N/A | N/A | -$3.89M | -0.14 | $220.04M | N/A | ||
| KPET | KPET ULTRA PACELINE CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | -26.16x | N/A | N/A | N/A | -$11.07M | -0.40 | $288.19M | N/A | ||
| FGMC | FG MERGER II CORP | $4.21 | N/A | N/A | 64.77x | N/A | N/A | -964.67x | N/A | $1.74M | 4.01% | -$44.93k | -0.00 | $43.10M | 20.71 | ||
| KBON | KARBON CAPITAL PARTNERS CORP | $10.09 | N/A | N/A | N/A | N/A | N/A | -36.53x | N/A | N/A | N/A | -$12.16M | -0.28 | $443.69M | N/A | ||
| MMTX | MILUNA ACQUISITION CORP | $10.18 | N/A | N/A | 78.31x | N/A | N/A | -135.12x | N/A | -$675.52k | -0.76% | -$665.09k | -0.08 | $89.73M | 102.86 | ||
| NWAX | NEW AMERICA ACQUISITION I CORP | $10.08 | N/A | N/A | N/A | N/A | N/A | 1,617.94x | N/A | N/A | N/A | $310.26k | 0.01 | $501.32M | N/A | ||
| IGAC | INVEST GREEN ACQUISITION CORP | $10.10 | N/A | N/A | 168.33x | N/A | N/A | -33.18x | N/A | -$558.80k | -0.23% | -$7.27M | -0.30 | $241.31M | 104.92 | ||
| FJDIU | ARC GROUP SECURITIES ACQUISITION I | $10.01 | N/A | N/A | N/A | N/A | N/A | -1,435.20x | N/A | N/A | N/A | -$113.23k | -0.03 | $162.77M | N/A | ||
| CAPN | CAYSON ACQUISITION CORP | $11.29 | N/A | N/A | 66.41x | N/A | N/A | -15.63x | N/A | -$128.93k | -0.21% | -$3.82M | -0.72 | $61.35M | 49.50 | ||
| ALIS | CALISA ACQUISITION CORP | $10.30 | N/A | N/A | 93.59x | N/A | N/A | 429.13x | N/A | -$513.42k | -0.59% | $202.18k | 0.02 | $86.53M | 147.35 | ||
| GPAT | GP-ACT III ACQUISITION CORP | $11.15 | $5.70 | 95.52% | 46.46x | N/A | N/A | -36.76x | 0.75x | -$387.10k | -0.13% | -$16.30M | -0.65 | $599.69M | 71.03 | ||
| BLUW | BLUE WATER ACQUISITION CORP III | $10.37 | N/A | N/A | -345.67x | N/A | N/A | -35.33x | N/A | -$1.32M | -0.40% | -$9.48M | -0.29 | $335.50M | 40.31 | ||
| ALOV | ALDABRA 4 LIQUIDITY OPPORTUNITY VEHICLE INC | $9.99 | N/A | N/A | N/A | N/A | N/A | -31.51x | N/A | N/A | N/A | -$11.90M | -0.32 | $373.92M | N/A | ||
| XCBE | X3 ACQUISITION CORP LTD | $10.01 | N/A | N/A | 100.10x | N/A | N/A | -60.92x | N/A | -$413.71k | -0.15% | -$4.62M | -0.16 | $280.89M | 104.47 | ||
| CRAN | CRANE HARBOR ACQUISITION CORP II | $10.12 | N/A | N/A | 67.47x | N/A | N/A | -36.94x | N/A | -$717.67k | -0.15% | -$12.85M | -0.27 | $472.85M | 78.30 | ||
| RAC | RITHM ACQUISITION CORP | $10.58 | N/A | N/A | 31.12x | N/A | N/A | -39.44x | N/A | -$689.76k | -0.22% | -$7.89M | -0.27 | $311.15M | 35.73 | ||
| BID | TRIBECA STRATEGIC ACQUISITION CORP | $9.90 | N/A | N/A | N/A | N/A | N/A | -40.19x | N/A | N/A | N/A | -$4.75M | -0.50 | $190.12M | N/A | ||
| NPAC | NEW PROVIDENCE ACQUISITION CORP III | $10.47 | N/A | N/A | 41.88x | N/A | N/A | -28.79x | N/A | -$1.22M | -0.31% | -$13.96M | -0.36 | $402.09M | 43.27 | ||
| FTW | PRESIDIO PRODUCTION CO | $10.10 | N/A | N/A | N/A | -3.09x | N/A | 1.99x | N/A | N/A | N/A | $159.36M | 5.96 | $609.49M | N/A | ||
| AFJK | AIMEI HEALTH TECHNOLOGY CO LTD | $12.10 | N/A | N/A | 201.67x | N/A | N/A | -8.54x | N/A | -$370.85k | -0.97% | -$4.48M | -1.42 | $40.51M | 98.21 | ||
| WVVI | WILLAMETTE VALLEY VINEYARDS INC | $2.14 | N/A | N/A | -2.33x | N/A | 0.28x | 0.16x | N/A | $565.33k | 5.33% | $66.42M | 13.34 | $37.73M | 16.48 | ||
| BCSS | BAIN CAPITAL GSS INVESTMENT CORP | $10.29 | N/A | N/A | 32.16x | N/A | N/A | -38.02x | N/A | -$807.03k | -0.14% | -$15.81M | -0.27 | $600.42M | 48.91 | ||
| TWLV | TWELVE SEAS INVESTMENT CO III | $10.07 | N/A | N/A | N/A | N/A | N/A | -36.31x | N/A | N/A | N/A | -$6.50M | -0.28 | $235.62M | N/A | ||
| VECA | VERNAL CAPITAL ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | 178.42x | N/A | N/A | N/A | $721.72k | 0.06 | $128.10M | N/A | ||
| FVAV | FORTRESS VALUE ACQUISITION CORP V | $10.25 | N/A | N/A | N/A | N/A | N/A | -23.34x | N/A | N/A | N/A | -$15.87M | -0.44 | $369.49M | N/A | ||
| CEPO | CANTOR EQUITY PARTNERS I INC | $10.77 | N/A | N/A | -37.14x | N/A | N/A | -15.14x | N/A | $0.00 | 0.00% | -$18.14M | -0.71 | $64.30M | -8.88 | ||
| HCAC | HALL CHADWICK ACQUISITION CORP | $10.10 | N/A | N/A | N/A | N/A | N/A | -78.56x | N/A | -$795.49k | -0.27% | -$3.75M | -0.13 | $294.86M | 79.70 | ||
| GTEN | GORES HOLDINGS X INC | $10.53 | N/A | N/A | -45.78x | N/A | N/A | -15.30x | N/A | -$1.20M | -0.26% | -$31.02M | -0.69 | $474.45M | 52.00 | ||
| CAES | CANTOR EQUITY PARTNERS VII INC | $10.07 | N/A | N/A | N/A | N/A | N/A | -93.27x | N/A | N/A | N/A | -$3.44M | -0.35 | $320.37M | N/A | ||
| UAC | UNITED ACQUISITION CORP I | $9.97 | N/A | N/A | N/A | N/A | N/A | -88.38x | N/A | N/A | N/A | -$1.56M | -0.46 | $136.16M | N/A | ||
| PTAC | PATRIOT ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | -34.93x | N/A | N/A | N/A | -$6.27M | -0.50 | $217.99M | N/A | ||
| SAMO | SAMOS ENERGY ACQUISITION CORP | $9.80 | N/A | N/A | N/A | N/A | N/A | -7,586.16x | N/A | N/A | N/A | -$37.14k | -0.01 | $281.84M | N/A | ||
| MOBX | MOBIX LABS INC | $0.92 | N/A | N/A | -0.14x | N/A | 2.12x | 2.51x | N/A | -$19.25M | -164.83% | $6.25M | 0.49 | $16.09M | -0.39 | ||
| ZKP | LAFAYETTE DIGITAL ACQUISITION CORP I | $10.04 | N/A | N/A | N/A | N/A | N/A | -42.14x | N/A | N/A | N/A | -$9.31M | -0.24 | $391.59M | N/A | ||
| AVLN | AVALYN PHARMA INC | $31.52 | N/A | N/A | N/A | -9.95x | N/A | 3.51x | N/A | N/A | N/A | $398.35M | 13.44 | $1.15B | N/A | ||
| YDES | YD BIO LTD | $3.19 | N/A | N/A | N/A | N/A | 187.65x | 50.51x | N/A | -$9.21M | -4.08% | $4.47M | 0.06 | $223.33M | 432.53 | ||
| KRAQ | KRAKACQUISITION CORP | $10.02 | N/A | N/A | -45.55x | N/A | N/A | -21.68x | N/A | -$957.33k | -0.22% | -$19.93M | -0.46 | $431.37M | -69.94 | ||
| BCCQ | BLEICHROEDER ACQUISITION CORP III | $9.97 | N/A | N/A | N/A | N/A | N/A | -12,296.10x | N/A | N/A | N/A | -$37.30k | -0.00 | $458.83M | N/A | ||
| NHIV | NEWHOLD INVESTMENT CORP IV | $10.05 | N/A | N/A | N/A | N/A | N/A | -49.40x | N/A | N/A | N/A | -$5.59M | -0.24 | $274.79M | N/A | ||
| DGAC | DISCIPLINED GROWTH ACQUISITION CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | 403.16x | N/A | N/A | N/A | $546.71k | 0.05 | $219.72M | N/A | ||
| MZYX | MOZAYYX ACQUISITION CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | -32.46x | N/A | N/A | N/A | -$11.54M | -0.31 | $373.40M | N/A | ||
| IPVV | INTERPRIVATE INVESTMENT PARTNERS V INC | $9.90 | N/A | N/A | N/A | N/A | N/A | -34.21x | N/A | N/A | N/A | -$7.44M | -0.73 | $253.37M | N/A | ||
| FERA | FIFTH ERA ACQUISITION CORP I | $10.52 | $5.35 | 96.68% | 65.75x | N/A | N/A | -22.01x | 0.70x | -$693.23k | -0.21% | -$14.94M | -0.48 | $328.77M | 62.98 | ||
| TRAD | APEX TECH ACQUISITION INC | $10.05 | N/A | N/A | N/A | N/A | N/A | -10,250.29x | N/A | N/A | N/A | -$14.35k | -0.00 | $147.10M | N/A | ||
| CEPF | CANTOR EQUITY PARTNERS IV INC | $10.34 | N/A | N/A | 31.33x | N/A | N/A | -3,463.66x | N/A | -$3.29k | 0.00% | -$170.61k | -0.00 | $591.21M | 41.55 | ||
| GSRF | GSR IV ACQUISITION CORP | $10.24 | N/A | N/A | 36.57x | N/A | N/A | -37.91x | N/A | -$1.27M | -0.42% | -$7.94M | -0.27 | $300.47M | 51.31 | ||
| AIIA | AI INFRASTRUCTURE ACQUISITION CORP | $10.25 | N/A | N/A | 42.71x | N/A | N/A | 246.83x | N/A | -$275.14k | -0.14% | $801.05k | 0.04 | $196.86M | 60.23 | ||
| QLEP | QUANTUM LEAP ACQUISITION CORP | $10.05 | N/A | N/A | N/A | N/A | N/A | 339.51x | N/A | N/A | N/A | $887.44k | 0.04 | $300.04M | N/A | ||
| THEO | BOA ACQUISITION CORP II | $9.89 | N/A | N/A | N/A | N/A | N/A | -1,587.19x | N/A | N/A | N/A | -$129.34k | -0.02 | $205.36M | N/A | ||
| OTGA | OTG ACQUISITION CORP I | $10.26 | N/A | N/A | 42.73x | N/A | N/A | 702.17x | N/A | -$979.10k | -0.32% | $431.21k | 0.02 | $302.43M | 53.79 | ||
| ISNR | SNOW ROTHSCHILD ACQUISITION CORP | $9.83 | N/A | N/A | N/A | N/A | N/A | -22.57x | N/A | N/A | N/A | -$12.30M | -1.22 | $276.46M | N/A | ||
| HVII | HENNESSY CAPITAL INVESTMENT CORP VII | $10.00 | N/A | N/A | 90.91x | -98.04x | N/A | -24.22x | N/A | -$1.89M | -0.73% | -$10.74M | -0.41 | $259.97M | 98.49 | ||
| AMTD | AMTD IDEA GROUP | $0.74 | N/A | N/A | 1.53x | N/A | 0.69x | 0.05x | N/A | $7.46M | 10.61% | $1.38B | 14.37 | $311.55M | 4.74 | ||
| NCO | SOUTHERN CROSS ACQUISITION I CORP | $9.91 | N/A | N/A | N/A | N/A | N/A | -2,269.82x | N/A | N/A | N/A | -$64.31k | -0.03 | $146.23M | N/A | ||
| GMRS | GMR SOLUTIONS INC | $12.53 | N/A | N/A | N/A | 6.77x | N/A | 0.86x | N/A | N/A | N/A | $789.26M | 12.59 | $5.01B | N/A | ||
| IEAG | INFINITE EAGLE ACQUISITION CORP | $10.18 | N/A | N/A | N/A | N/A | N/A | -38.95x | N/A | N/A | N/A | -$11.38M | -0.26 | $442.58M | N/A | ||
| HLXC | HELIX ACQUISITION CORP III | $10.60 | N/A | N/A | N/A | N/A | N/A | -79.63x | N/A | N/A | N/A | -$2.94M | -0.13 | $231.65M | N/A | ||
| FWAC | FUTUREWAVE ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | 120.00x | N/A | N/A | N/A | $1.06M | 0.26 | $126.77M | N/A | ||
| PLUN | PLUTONIAN ACQUISITION CORP II | $10.06 | N/A | N/A | N/A | N/A | N/A | 298.61x | N/A | N/A | N/A | $474.05k | 0.07 | $141.07M | N/A | ||
| NHIC | NEWHOLD INVESTMENT CORP III | $8.67 | N/A | N/A | N/A | N/A | N/A | -13.61x | N/A | -$1.20M | -0.51% | -$13.32M | -0.48 | $180.88M | -45,220.80 |
Beta is a calculation that measures relative volatility of a stock in relation to a benchmark, typically the S&P 500. A stock with a beta of 1.0 has historically experienced price fluctuations in line with the general stock market.
Stocks with low beta rise and fall less than the overall market. Many stocks with a low beta are well-established, blue-chip companies.
For example, if stock ABC has a low beta of 0.5 and the S&P 500 increases by 1%, you can expect stock ABC to increase by about 0.5%.
Conversely, if the S&P 500 decreases by 5%, ABC will decrease by only about 2.5%.
Long-term investors can benefit by owning low beta stocks because they lower the overall volatility of their portfolio.
For example, consider this scenario: Let’s say you own an equal amount of 2 stocks, one with a beta of 1.0 and the other with a beta of 0.5. If the market fell by 2%, you can expect your portfolio to only lose 1.5%.
In this sense, low beta stocks are “safer” than the overall market.
Again, let’s assume you own the 2 stocks above, with betas of 1.0 and 0.5.
Whenever the market gains 1%, your portfolio will likely only gain 0.75%. This means that, while you will experience less volatility than the overall market, you may also have lower long-term returns.