| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FJDI | ARC GROUP SECURITIES ACQUISITION I | $9.91 | N/A | N/A | N/A | N/A | N/A | -170.33x | N/A | N/A | N/A | -$905.28k | -0.08 | $153.52M | N/A | ||
| NBRG | NEWBRIDGE ACQUISITION LTD | $10.15 | N/A | N/A | 169.17x | N/A | N/A | 23.16x | N/A | -$625.18k | -0.82% | $3.31M | 0.44 | $77.25M | 117.75 | ||
| CEPV | CANTOR EQUITY PARTNERS V INC | $10.23 | N/A | N/A | 37.89x | N/A | N/A | 192,091.97x | N/A | -$56.01k | -0.02% | $1.69k | 0.00 | $325.34M | 58.34 | ||
| MEVO | M EVO GLOBAL ACQUISITION CORP II | $10.03 | N/A | N/A | N/A | N/A | N/A | -35.28x | N/A | N/A | N/A | -$11.37M | -0.28 | $400.32M | N/A | ||
| UZX | LINKAGE GLOBAL INC | $1.02 | N/A | N/A | -0.09x | N/A | 0.13x | 0.04x | N/A | -$6.54M | -1,205.78% | $16.22M | 30.49 | $3.04M | -0.73 | ||
| 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 | ||
| TACO | BERTO ACQUISITION CORP | $10.51 | N/A | N/A | 32.86x | N/A | N/A | -28.56x | N/A | -$214.68k | -0.06% | -$13.81M | -0.37 | $394.33M | 42.12 | ||
| MTNE | CH4 NATURAL SOLUTIONS CORP | $9.98 | N/A | N/A | N/A | N/A | N/A | -20.86x | N/A | N/A | N/A | -$14.13M | -1.01 | $293.59M | N/A | ||
| APXT | APEX TREASURY CORP | $10.18 | N/A | N/A | 56.53x | N/A | N/A | -31.85x | N/A | -$792.59k | -0.17% | -$14.68M | -0.32 | $467.07M | 74.81 | ||
| RDAG | REPUBLIC DIGITAL ACQUISITION CO | $10.48 | N/A | N/A | 34.94x | N/A | N/A | -33.01x | N/A | -$283.32k | -0.08% | -$11.91M | -0.32 | $392.34M | 35.20 | ||
| CAPN | CAYSON ACQUISITION CORP | $11.46 | N/A | N/A | 67.41x | N/A | N/A | -15.87x | N/A | -$128.93k | -0.21% | -$3.82M | -0.72 | $62.25M | 50.23 | ||
| FSHP | FLAG SHIP ACQUISITION CORP | $11.35 | N/A | N/A | 227.00x | N/A | N/A | -10.55x | N/A | -$489.98k | -0.92% | -$3.79M | -0.81 | $41.98M | 41.72 | ||
| DSAC | DAEDALUS SPECIAL ACQUISITION CORP | $10.13 | N/A | N/A | 67.53x | N/A | N/A | -42.78x | N/A | -$654.00k | -0.19% | -$8.06M | -0.24 | $343.98M | 75.90 | ||
| INAC | INDIGO ACQUISITION CORP | $10.42 | N/A | N/A | 40.08x | N/A | N/A | -41.05x | N/A | -$453.30k | -0.30% | -$3.75M | -0.25 | $153.56M | 40.86 | ||
| XTER | XTERAX CORP II | $9.80 | N/A | N/A | N/A | N/A | N/A | -7,411.09x | N/A | N/A | N/A | -$36.12k | -0.01 | $267.72M | N/A | ||
| CHEC | CHENGHE ACQUISITION III CO | $10.33 | N/A | N/A | 41.30x | N/A | N/A | -36.39x | N/A | -$445.18k | -0.25% | -$4.90M | -0.29 | $177.92M | 63.76 | ||
| GPAT | GP-ACT III ACQUISITION CORP | $11.07 | $5.68 | 94.82% | 46.13x | N/A | N/A | -36.49x | 0.74x | -$387.10k | -0.14% | -$16.30M | -0.65 | $595.39M | 70.52 | ||
| GLIBA | LIBERTY CAPITAL CORP | $27.43 | $31.22 | -12.15% | 9.90x | 11.28x | 1.05x | 0.62x | 0.46x | $37.00M | 3.38% | $1.77B | 44.31 | $1.87B | 4.10 | ||
| GCGR | GENERAL CATALYST GLOBAL RESILIENCE MERGER CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | -34.12x | N/A | N/A | N/A | -$13.55M | -0.42 | $461.09M | N/A | ||
| SCPQ | SOCIAL COMMERCE PARTNERS CORP | $10.14 | N/A | N/A | 507.00x | N/A | N/A | -44.00x | N/A | -$693.50k | -0.50% | -$3.15M | -0.23 | $138.40M | 86.12 | ||
| PORT.U | SOUTHPORT ACQUISITION CORP II | $9.92 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $14.96k | 0.00 | N/A | N/A | ||
| BIII | BLACK SPADE ACQUISITION III CO | $10.14 | N/A | N/A | N/A | N/A | N/A | -27.91x | N/A | N/A | N/A | -$8.36M | -0.36 | $233.02M | N/A | ||
| HCAC | HALL CHADWICK ACQUISITION CORP | $10.18 | N/A | N/A | 3,393.33x | N/A | N/A | -36.10x | N/A | -$795.49k | -0.27% | -$8.23M | -0.28 | $297.19M | 80.33 | ||
| CRAN | CRANE HARBOR ACQUISITION CORP II | $10.13 | N/A | N/A | 46.05x | N/A | N/A | -36.44x | N/A | -$823.78k | -0.18% | -$13.04M | -0.28 | $473.46M | 52.07 | ||
| BDCI | BTC DEVELOPMENT CORP | $10.18 | N/A | N/A | 35.10x | N/A | N/A | -37.02x | N/A | -$1.61M | -0.45% | -$9.55M | -0.28 | $352.60M | 64.34 | ||
| ISNR | SNOW ROTHSCHILD ACQUISITION CORP | $9.80 | N/A | N/A | N/A | N/A | N/A | -22.50x | N/A | N/A | N/A | -$12.30M | -1.22 | $275.61M | N/A | ||
| TDWD | TAILWIND 20 ACQUISITION CORP | $10.14 | N/A | N/A | 59.65x | N/A | N/A | -38.99x | N/A | -$851.44k | -0.36% | -$6.12M | -0.26 | $238.02M | 72.45 | ||
| GLED | GALAXYEDGE ACQUISITION CORP | $10.17 | N/A | N/A | N/A | N/A | N/A | 290.10x | N/A | N/A | N/A | $560.31k | 0.04 | $162.23M | N/A | ||
| ILLU | ILLUMINATION ACQUISITION CORP I | $9.99 | N/A | N/A | 66.60x | N/A | N/A | -42.95x | N/A | -$276.20k | -0.09% | -$7.28M | -0.23 | $311.78M | 81.27 | ||
| JENA | JENA ACQUISITION CORP II | $10.45 | N/A | N/A | 20.90x | N/A | N/A | -21.77x | N/A | -$1.01M | -0.33% | -$13.91M | -0.48 | $302.72M | 40.85 | ||
| MMTX | MILUNA ACQUISITION CORP | $10.28 | N/A | N/A | 51.40x | N/A | N/A | -116.53x | N/A | -$718.20k | -0.79% | -$778.79k | -0.09 | $90.66M | 63.74 | ||
| BLUW | BLUE WATER ACQUISITION CORP III | $10.43 | N/A | N/A | -347.67x | N/A | N/A | -35.54x | N/A | -$1.32M | -0.39% | -$9.48M | -0.29 | $337.44M | 40.55 | ||
| LTGR | LONG TABLE GROWTH CORP | $9.98 | N/A | N/A | N/A | N/A | N/A | -25.22x | N/A | N/A | N/A | -$9.10M | -0.40 | $228.11M | N/A | ||
| IGAC | INVEST GREEN ACQUISITION CORP | $10.13 | N/A | N/A | 168.83x | N/A | N/A | -33.28x | N/A | -$558.80k | -0.23% | -$7.27M | -0.30 | $242.03M | 105.23 | ||
| BCSS | BAIN CAPITAL GSS INVESTMENT CORP | $10.22 | N/A | N/A | 31.94x | N/A | N/A | -37.76x | N/A | -$807.03k | -0.14% | -$15.81M | -0.27 | $596.33M | 48.58 | ||
| KPET | KPET ULTRA PACELINE CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | -26.19x | N/A | N/A | N/A | -$11.07M | -0.40 | $288.48M | N/A | ||
| CAES | CANTOR EQUITY PARTNERS VII INC | $10.05 | N/A | N/A | N/A | N/A | N/A | -93.09x | N/A | N/A | N/A | -$3.44M | -0.35 | $319.73M | N/A | ||
| NOEM | CO2 ENERGY TRANSITION CORP | $10.52 | $2.38 | 342.06% | 70.16x | N/A | N/A | -16.73x | 1.92x | -$1.41M | -1.40% | -$2.34M | -0.24 | $39.41M | 19.66 | ||
| EVOX | EVOLUTION GLOBAL ACQUISITION CORP | $10.15 | N/A | N/A | -56.39x | N/A | N/A | -36.55x | N/A | -$518.11k | -0.16% | -$8.89M | -0.28 | $323.96M | -1,577.38 | ||
| NPAC | NEW PROVIDENCE ACQUISITION CORP III | $10.60 | N/A | N/A | 42.40x | N/A | N/A | -29.15x | N/A | -$1.22M | -0.30% | -$13.96M | -0.36 | $407.08M | 43.81 | ||
| WENC | WEST ENCLAVE MERGER CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | 280.88x | N/A | N/A | N/A | $574.78k | 0.05 | $160.85M | N/A | ||
| SCQCU | SPACCIRCLE ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$25.96k | -0.01 | N/A | N/A | ||
| PNAQ | PINNACLE ACQUISITION CORP | $9.81 | N/A | N/A | N/A | N/A | N/A | -7,931.48x | N/A | N/A | N/A | -$32.13k | -0.01 | $254.90M | N/A | ||
| XCBE | X3 ACQUISITION CORP LTD | $10.03 | N/A | N/A | 100.30x | N/A | N/A | -61.05x | N/A | -$413.71k | -0.15% | -$4.62M | -0.16 | $281.45M | 104.68 | ||
| KCHV | KOCHAV DEFENSE ACQUISITION CORP | $10.54 | N/A | N/A | 42.16x | N/A | N/A | -53.02x | N/A | N/A | N/A | -$6.81M | -0.20 | $360.90M | N/A | ||
| BCCQ | BLEICHROEDER ACQUISITION CORP III | $9.98 | N/A | N/A | N/A | N/A | N/A | -12,308.43x | N/A | N/A | N/A | -$37.30k | -0.00 | $459.29M | N/A | ||
| KFFB | KENTUCKY FIRST FEDERAL BANCORP | $5.78 | $1.24 | 366.41% | 24.08x | N/A | 4.06x | 0.93x | 18.82x | $1.11M | 2.37% | $50.29M | 6.22 | $79.82M | 29.49 | ||
| VECA | VERNAL CAPITAL ACQUISITION CORP | $10.09 | N/A | N/A | N/A | N/A | N/A | 179.67x | N/A | N/A | N/A | $721.72k | 0.06 | $129.00M | N/A | ||
| NWAX | NEW AMERICA ACQUISITION I CORP | $10.04 | N/A | N/A | N/A | N/A | N/A | 4,806.28x | N/A | -$866.29k | -0.17% | $104.03k | 0.00 | $499.44M | N/A | ||
| NCO | SOUTHERN CROSS ACQUISITION I CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | -2,283.56x | N/A | N/A | N/A | -$64.31k | -0.03 | $147.12M | N/A | ||
| RAC | RITHM ACQUISITION CORP | $10.60 | N/A | N/A | 31.18x | N/A | N/A | -39.52x | N/A | -$689.76k | -0.22% | -$7.89M | -0.27 | $311.74M | 35.79 | ||
| PTAC | PATRIOT ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | -34.86x | N/A | N/A | N/A | -$6.27M | -0.50 | $217.55M | N/A | ||
| DBCA | D BORAL ACQUISITION I CORP | $10.07 | N/A | N/A | N/A | N/A | N/A | 790.33x | N/A | N/A | N/A | $551.35k | 0.01 | $435.43M | N/A | ||
| HLXC | HELIX ACQUISITION CORP III | $10.28 | N/A | N/A | N/A | N/A | N/A | -77.23x | N/A | N/A | N/A | -$2.94M | -0.13 | $224.59M | N/A | ||
| WSTN | WESTIN ACQUISITION CORP | $10.23 | N/A | N/A | -15.50x | N/A | N/A | 44.31x | N/A | -$330.99k | -0.55% | $1.86M | 0.31 | $82.53M | 92.69 | ||
| ALOV | ALDABRA 4 LIQUIDITY OPPORTUNITY VEHICLE INC | $10.03 | N/A | N/A | N/A | N/A | N/A | -31.63x | N/A | N/A | N/A | -$11.90M | -0.32 | $375.42M | 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 | ||
| MTAL | METALS ACQUISITION CORP II | $10.14 | N/A | N/A | N/A | 8.86x | N/A | -42.24x | N/A | N/A | N/A | -$7.36M | -0.24 | $309.07M | N/A | ||
| KTWO | K2 CAPITAL ACQUISITION CORP | $10.12 | N/A | N/A | N/A | N/A | N/A | 286.13x | N/A | N/A | N/A | $708.82k | 0.04 | $201.99M | N/A | ||
| TWLV | TWELVE SEAS INVESTMENT CO III | $10.09 | N/A | N/A | N/A | N/A | N/A | -36.38x | N/A | N/A | N/A | -$6.50M | -0.28 | $236.09M | N/A | ||
| WVVI | WILLAMETTE VALLEY VINEYARDS INC | $1.65 | N/A | N/A | -1.79x | N/A | 0.22x | 0.12x | N/A | $565.33k | 6.91% | $66.42M | 13.34 | $35.29M | 15.41 | ||
| APUR | APERTURE AC | $10.07 | N/A | N/A | N/A | N/A | N/A | 317.56x | N/A | N/A | N/A | $467.22k | 0.06 | $147.92M | N/A | ||
| CEPO | CANTOR EQUITY PARTNERS I INC | $10.82 | N/A | N/A | -37.31x | N/A | N/A | -15.21x | N/A | $0.00 | 0.00% | -$18.14M | -0.71 | $65.58M | -9.05 | ||
| ZKP | LAFAYETTE DIGITAL ACQUISITION CORP I | $10.06 | N/A | N/A | N/A | N/A | N/A | -42.24x | N/A | N/A | N/A | -$9.31M | -0.24 | $392.57M | N/A | ||
| THEO | BOA ACQUISITION CORP II | $9.94 | N/A | N/A | N/A | N/A | N/A | -1,595.22x | N/A | N/A | N/A | -$129.34k | -0.02 | $206.40M | N/A | ||
| GTEN | GORES HOLDINGS X INC | $10.44 | N/A | N/A | 25.46x | N/A | N/A | -14.99x | N/A | -$1.18M | -0.25% | -$31.38M | -0.70 | $470.49M | 45.71 | ||
| IPFX | INFLECTION POINT ACQUISITION CORP VI | $10.18 | N/A | N/A | N/A | N/A | N/A | -31.61x | N/A | N/A | N/A | -$10.86M | -0.32 | $341.65M | N/A | ||
| WLCO | WILCO 63 CORP | $9.85 | N/A | N/A | N/A | N/A | N/A | -29.53x | N/A | N/A | N/A | -$9.59M | -1.31 | $282.90M | N/A | ||
| FWAC | FUTUREWAVE ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | 120.72x | N/A | N/A | N/A | $1.06M | 0.26 | $127.54M | N/A | ||
| TRGS | TRG LATIN AMERICA ACQUISITIONS CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | -23.24x | N/A | N/A | N/A | -$11.18M | -0.43 | $258.75M | N/A | ||
| CGCF | CARTESIAN GROWTH CORP IV | $9.79 | N/A | N/A | N/A | N/A | N/A | -28.09x | N/A | N/A | N/A | -$12.09M | -1.76 | $340.05M | N/A | ||
| MZYX | MOZAYYX ACQUISITION CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | -32.52x | N/A | N/A | N/A | -$11.54M | -0.31 | $374.15M | N/A | ||
| KBON | KARBON CAPITAL PARTNERS CORP | $10.14 | N/A | N/A | N/A | N/A | N/A | -36.71x | N/A | N/A | N/A | -$12.16M | -0.28 | $445.89M | N/A | ||
| LWAC | LIGHTWAVE ACQUISITION CORP | $10.39 | N/A | N/A | 39.96x | N/A | N/A | -43.02x | N/A | -$750.58k | -0.24% | -$7.26M | -0.24 | $312.01M | 42.01 | ||
| LOVIU | LIVE OAK ACQUISITION CORP VI | $9.99 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$33.71k | -0.00 | N/A | N/A | ||
| GSRF | GSR IV ACQUISITION CORP | $10.30 | N/A | N/A | 36.79x | N/A | N/A | -38.13x | N/A | -$1.27M | -0.42% | -$7.94M | -0.27 | $302.23M | 51.61 | ||
| NHIV | NEWHOLD INVESTMENT CORP IV | $9.94 | N/A | N/A | N/A | N/A | N/A | -45.19x | N/A | N/A | N/A | -$6.04M | -0.22 | $271.77M | N/A | ||
| FERA | FIFTH ERA ACQUISITION CORP I | $10.61 | $5.33 | 99.08% | 66.31x | N/A | N/A | -22.20x | 0.71x | -$693.23k | -0.21% | -$14.94M | -0.48 | $331.58M | 63.52 | ||
| DGAC | DISCIPLINED GROWTH ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | 404.38x | N/A | N/A | N/A | $546.71k | 0.05 | $220.38M | N/A | ||
| AIIA | AI INFRASTRUCTURE ACQUISITION CORP | $10.31 | N/A | N/A | 34.37x | N/A | N/A | 291.14x | N/A | -$199.95k | -0.10% | $683.10k | 0.04 | $198.07M | 44.48 | ||
| KRAQ | KRAKACQUISITION CORP | $10.04 | N/A | N/A | -45.64x | N/A | N/A | -21.72x | N/A | -$957.33k | -0.22% | -$19.93M | -0.46 | $432.23M | -70.08 | ||
| BHAIU | BHAV ACQUISITION CORP II | $10.02 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $11.46k | 0.00 | N/A | N/A | ||
| MIAC | MERIDIAN3 INDUSTRIALS ACQUISITION CORP | $9.83 | N/A | N/A | N/A | N/A | N/A | -33.44x | N/A | N/A | N/A | -$7.39M | -0.31 | $246.23M | 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 | ||
| BXBL | BOXABL INC | $1.87 | N/A | N/A | -34.63x | N/A | 143.85x | 9.86x | N/A | -$54.85M | -12.57% | $46.74M | 0.20 | $444.99M | -6.88 | ||
| OTGA | OTG ACQUISITION CORP I | $10.26 | N/A | N/A | 42.75x | N/A | N/A | 702.51x | N/A | -$979.10k | -0.32% | $431.21k | 0.02 | $302.58M | 53.82 | ||
| HCMA | HCM III ACQUISITION CORP | $10.34 | N/A | N/A | 49.24x | N/A | N/A | -24.93x | N/A | -$699.89k | -0.20% | -$13.99M | -0.42 | $348.13M | 62.86 | ||
| ITHA | ITHAX ACQUISITION CORP III | $10.09 | N/A | N/A | N/A | N/A | N/A | -33.92x | N/A | N/A | N/A | -$9.12M | -0.30 | $308.78M | N/A | ||
| AFJK | AIMEI HEALTH TECHNOLOGY CO LTD | $12.40 | N/A | N/A | 206.67x | N/A | N/A | -8.75x | N/A | -$370.85k | -0.94% | -$4.48M | -1.42 | $41.46M | 100.52 | ||
| PAXG | PINE TREE ACQUISITION CORP | $9.88 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $6.80k | 0.00 | N/A | N/A | ||
| FXAC | FORTUNEX ACQUISITION CORP | $10.15 | N/A | N/A | N/A | N/A | N/A | -39.67x | N/A | N/A | N/A | -$3.23M | -0.46 | $127.64M | N/A | ||
| CEPF | CANTOR EQUITY PARTNERS IV INC | $10.33 | N/A | N/A | 31.30x | N/A | N/A | -3,460.31x | N/A | -$3.29k | 0.00% | -$170.61k | -0.00 | $590.63M | 41.51 | ||
| PTOR | PRAETORIAN ACQUISITION CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | -49.68x | N/A | N/A | N/A | -$6.80M | -0.20 | $336.09M | N/A | ||
| YXT | YXTCOM GROUP HOLDING LTD | $1.26 | N/A | N/A | -0.52x | -1.53x | 0.15x | 0.80x | N/A | -$12.97M | -170.16% | $9.24M | 1.53 | $21.50M | N/A | ||
| FDXF | FEDEX FREIGHT HOLDING COMPANY INC | $129.83 | N/A | N/A | N/A | 26.51x | N/A | -77.03x | N/A | N/A | N/A | -$252.00M | -1.69 | $25.29B | N/A | ||
| TRAD | APEX TECH ACQUISITION INC | $10.11 | N/A | N/A | 126.38x | N/A | N/A | -437.33x | N/A | -$639.60k | -0.72% | -$338.37k | -0.04 | $147.98M | 201.68 | ||
| HPAI | HELPORT AI LTD | $0.31 | N/A | N/A | -15.45x | N/A | 0.32x | 0.66x | N/A | $10.19M | 88.03% | $17.47M | 0.47 | $13.95M | 3.51 | ||
| BID | TRIBECA STRATEGIC ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | -40.35x | N/A | N/A | N/A | -$4.75M | -0.50 | $190.90M | N/A | ||
| FTW | PRESIDIO PRODUCTION CO | $10.07 | N/A | N/A | N/A | -3.40x | N/A | 1.98x | N/A | N/A | N/A | $159.36M | 5.96 | $608.55M | N/A | ||
| GIX | GIGCAPITAL9 CORP | $10.03 | N/A | N/A | N/A | N/A | N/A | 225.02x | N/A | N/A | N/A | $1.63M | 0.05 | $365.12M | N/A |
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.