| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALIS | CALISA ACQUISITION CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | 2,249.53x | N/A | N/A | N/A | $37.43k | 0.02 | $82.29M | N/A | ||
| TAVI | TAVIA ACQUISITION CORP | $10.51 | $129.84 | -91.91% | 45.70x | N/A | N/A | -114.74x | 0.03x | -$674.03k | -0.40% | -$1.05M | -0.07 | $121.27M | 33.63 | ||
| BAYA | BAYVIEW ACQUISITION CORP | $11.95 | N/A | N/A | -22.98x | N/A | N/A | -5.93x | N/A | -$49.49k | -0.09% | -$5.51M | -1.27 | $34.45M | 170.06 | ||
| KOYN | CSLM DIGITAL ASSET ACQUISITION CORP III LTD | $10.03 | N/A | N/A | N/A | N/A | N/A | -56.03x | N/A | N/A | N/A | -$5.65M | -0.34 | $313.00M | N/A | ||
| DMAA | DRUGS MADE IN AMERICA ACQUISITION CORP | $10.49 | N/A | N/A | N/A | N/A | N/A | -47.98x | N/A | N/A | N/A | -$7.33M | -0.22 | $351.59M | N/A | ||
| RAAQ | REAL ASSET ACQUISITION CORP | $10.80 | N/A | N/A | 43.20x | N/A | N/A | -42.59x | N/A | $14.83k | 0.01% | -$5.83M | -0.34 | $247.32M | 58.19 | ||
| AMTD | AMTD IDEA GROUP | $1.06 | N/A | N/A | 1.76x | N/A | 0.65x | 0.06x | N/A | N/A | N/A | $1.39B | 17.04 | $326.47M | N/A | ||
| ILLUU | ILLUMINATION ACQUISITION CORP I | $9.92 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $17.75k | 0.00 | N/A | N/A | ||
| ADAC | AMERICAN DRIVE ACQUISITION CO | $9.91 | N/A | N/A | N/A | N/A | N/A | -45,016.99x | N/A | N/A | N/A | -$6.33k | -0.00 | $284.95M | N/A | ||
| SPKL | SPARK I ACQUISITION CORP | $11.35 | N/A | N/A | 283.75x | N/A | N/A | -14.72x | N/A | -$2.61M | -2.44% | -$6.68M | -0.71 | $100.90M | 97.31 | ||
| OSRH | OSR HOLDINGS INC | $0.45 | N/A | N/A | N/A | -0.40x | N/A | 205.44x | N/A | N/A | N/A | $56.23k | 0.00 | $11.55M | N/A | ||
| EGHA | EGH ACQUISITION CORP | $10.19 | N/A | N/A | 84.92x | N/A | N/A | -41.96x | N/A | -$534.55k | -0.26% | -$4.98M | -0.24 | $207.93M | 99.10 | ||
| HVII | HENNESSY CAPITAL INVESTMENT CORP VII | $10.30 | N/A | N/A | 68.67x | N/A | N/A | -29.62x | N/A | -$1.88M | -0.74% | -$9.05M | -0.36 | $267.06M | 72.42 | ||
| MACI | MELAR ACQUISITION CORP I | $10.76 | $1.42 | 657.15% | 41.38x | N/A | N/A | -33.30x | N/A | -$774.26k | -0.33% | -$6.99M | -0.32 | $236.33M | 38.87 | ||
| BCSS | BAIN CAPITAL GSS INVESTMENT CORP | $10.13 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$46.17k | -0.01 | N/A | N/A | ||
| IROQ | IF BANCORP INC | $26.55 | N/A | N/A | 16.29x | N/A | 3.12x | 1.02x | N/A | $5.80M | 6.52% | $87.37M | 26.07 | $164.51M | 21.29 | ||
| DMII | DRUGS MADE IN AMERICA ACQUISITION II CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | -37.79x | N/A | N/A | N/A | -$17.28M | -1.13 | $652.81M | N/A | ||
| KCHV | KOCHAV DEFENSE ACQUISITION CORP | $10.25 | N/A | N/A | N/A | N/A | N/A | -57.40x | N/A | N/A | N/A | -$6.12M | -0.18 | $350.31M | N/A | ||
| CAPN | CAYSON ACQUISITION CORP | $10.83 | N/A | N/A | 541.50x | N/A | N/A | -32.85x | N/A | -$487.97k | -0.57% | -$2.58M | -0.33 | $85.01M | 48.01 | ||
| BKHA | BLACK HAWK ACQUISITION CORP | $11.58 | N/A | N/A | 60.95x | N/A | N/A | -12.50x | N/A | -$650.32k | -0.79% | -$3.85M | -0.55 | $48.65M | 36.17 | ||
| ISBA | ISABELLA BANK CORP | $44.33 | $22.66 | 95.66% | 17.32x | -17.83x | 4.11x | 1.40x | 1.78x | $23.34M | 7.18% | $231.40M | 31.57 | $441.41M | 16.81 | ||
| OIM | ONEIM ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | -15,518.98x | N/A | N/A | N/A | -$23.29k | -0.00 | $361.38M | N/A | ||
| OYSE | OYSTER ENTERPRISES II ACQUISITION CORP | $10.17 | N/A | N/A | 42.38x | N/A | N/A | -43.50x | N/A | -$567.93k | -0.24% | -$7.93M | -0.33 | $344.04M | 59.48 | ||
| FGII | FG IMPERII ACQUISITION CORP | $9.88 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$6.75k | -0.00 | N/A | N/A | ||
| ONCH | 1RT ACQUISITION CORP | $10.15 | N/A | N/A | N/A | N/A | N/A | -28.35x | N/A | N/A | N/A | -$7.72M | -0.37 | $218.12M | N/A | ||
| NBRGU | NEWBRIDGE ACQUISITION LTD | $9.97 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$462.71k | -0.07 | N/A | N/A | ||
| GTEN | GORES HOLDINGS X INC | $10.26 | N/A | N/A | N/A | N/A | N/A | -16.10x | N/A | N/A | N/A | -$28.73M | -0.64 | $462.26M | N/A | ||
| IACOU | IDEA ACQUISITION CORP | $9.93 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $6.57k | 0.00 | N/A | N/A | ||
| WSTN | WESTIN ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | 115.30x | N/A | N/A | N/A | $5.10M | 1.01 | $587.81M | N/A | ||
| BPAC | BLUEPORT ACQUISITION LTD | $10.00 | N/A | N/A | -33.33x | N/A | N/A | 19.95x | N/A | -$231.45k | -1.12% | $3.70M | 1.80 | $73.37M | -3,717.03 | ||
| IBAC | IB ACQUISITION CORP | $10.74 | N/A | N/A | 71.60x | N/A | N/A | -71.57x | N/A | -$1.99M | -3.23% | -$861.32k | -0.15 | $61.48M | 19.46 | ||
| MESH | MESHFLOW ACQUISITION CORP | $9.90 | N/A | N/A | N/A | N/A | N/A | -17,561.49x | N/A | N/A | N/A | -$24.31k | -0.00 | $427.06M | N/A | ||
| TACO | BERTO ACQUISITION CORP | $10.20 | N/A | N/A | N/A | N/A | N/A | -33.31x | N/A | N/A | N/A | -$11.49M | -0.31 | $382.37M | N/A | ||
| VHCP | VINE HILL CAPITAL INVESTMENT CORP II | $9.90 | N/A | N/A | N/A | N/A | N/A | -10,842.86x | N/A | N/A | N/A | -$28.00k | -0.00 | $303.61M | N/A | ||
| BIXI | BITCOIN INFRASTRUCTURE ACQUISITION CORP LTD | $9.91 | N/A | N/A | N/A | N/A | N/A | -17,754.27x | N/A | N/A | N/A | -$16.99k | -0.00 | $301.74M | N/A | ||
| TLNC | TALON CAPITAL CORP | $10.10 | N/A | N/A | N/A | N/A | N/A | -48.39x | N/A | N/A | N/A | -$7.09M | -0.53 | $340.11M | N/A | ||
| MMTX | MILUNA ACQUISITION CORP | $9.98 | N/A | N/A | N/A | N/A | N/A | 7,825.94x | N/A | N/A | N/A | $11.26k | 0.00 | $87.41M | N/A | ||
| BDCI | BTC DEVELOPMENT CORP | $9.98 | N/A | N/A | N/A | N/A | N/A | -2,779.71x | N/A | N/A | N/A | -$124.75k | -0.03 | $343.89M | N/A | ||
| IGAC | INVEST GREEN ACQUISITION CORP | $9.93 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$29.96k | -0.01 | N/A | N/A | ||
| CGCT | CARTESIAN GROWTH CORP III | $10.26 | N/A | N/A | -68.40x | N/A | N/A | -27.99x | N/A | -$468.02k | -0.14% | -$12.65M | -0.37 | $353.31M | 87.87 | ||
| BIII | BLACK SPADE ACQUISITION III CO | $9.89 | N/A | N/A | -494.50x | N/A | N/A | -3,706.11x | N/A | $4.26k | 0.01% | -$61.38k | -0.01 | $227.59M | -2,634.84 | ||
| MZYX.U | MOZAYYX ACQUISITION CORP | $9.95 | N/A | N/A | -995.00x | N/A | N/A | N/A | N/A | $0.00 | 0.00% | -$14.78k | -0.00 | N/A | N/A | ||
| BCAR | D BORAL ARC ACQUISITION I CORP | $10.11 | N/A | N/A | 63.19x | N/A | N/A | 710.97x | N/A | -$444.76k | -0.16% | $585.86k | 0.02 | $416.11M | 93.38 | ||
| MBAV | M3-BRIGADE ACQUISITION V CORP | $10.67 | N/A | N/A | 66.69x | N/A | N/A | -19.77x | N/A | -$1.47M | -0.38% | -$19.40M | -0.54 | $384.78M | 66.59 | ||
| SVAQ | SILICON VALLEY ACQUISITION CORP | $9.88 | N/A | N/A | N/A | N/A | N/A | -10,061.83x | N/A | N/A | N/A | -$29.28k | -0.00 | $294.76M | N/A | ||
| EMAT | EVOLUTION METALS & TECHNOLOGIES CORP | $7.35 | N/A | N/A | N/A | N/A | 816.67x | 128.77x | N/A | N/A | N/A | $33.87M | 0.06 | $4.41B | N/A | ||
| ATII | ARCHIMEDES TECH SPAC PARTNERS II CO | $10.42 | N/A | N/A | 34.74x | N/A | N/A | -46.00x | N/A | -$739.05k | -0.27% | -$6.70M | -0.25 | $307.02M | 38.44 | ||
| NPAC | NEW PROVIDENCE ACQUISITION CORP III | $10.25 | N/A | N/A | N/A | N/A | N/A | -33.34x | N/A | N/A | N/A | -$11.80M | -0.31 | $392.59M | N/A | ||
| TBMC | TRAILBLAZER MERGER CORP I | $10.79 | N/A | N/A | N/A | N/A | N/A | -1.66x | N/A | -$2.55M | -5.94% | -$15.94M | -4.01 | $37.26M | -4.62 | ||
| PAACU | PROEM ACQUISITION CORP I | $10.02 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$25.48k | -0.01 | N/A | N/A | ||
| HFBL | HOME FEDERAL BANCORP INC OF LOUISIANA | $17.56 | $10.93 | 60.68% | 10.27x | N/A | 2.39x | 0.93x | 3.87x | $7.58M | 14.04% | $57.75M | 18.78 | $39.12M | 5.11 | ||
| CRAN | CRANE HARBOR ACQUISITION CORP II | $9.91 | N/A | N/A | N/A | N/A | N/A | -37.43x | N/A | N/A | N/A | -$12.42M | -0.98 | $462.58M | N/A | ||
| MXC | MEXCO ENERGY CORP | $11.50 | N/A | N/A | 18.85x | N/A | 3.40x | 1.22x | N/A | $2.13M | 9.05% | $19.26M | 9.41 | $21.35M | 4.81 | ||
| CRAC | CROWN RESERVE ACQUISITION CORP I | $10.02 | N/A | N/A | N/A | N/A | N/A | 8,591.05x | N/A | N/A | N/A | $25.15k | 0.01 | $216.27M | N/A | ||
| PAII | PYROPHYTE ACQUISITION CORP II | $10.19 | N/A | N/A | N/A | N/A | N/A | -34.78x | N/A | N/A | N/A | -$7.99M | -0.35 | $277.13M | N/A | ||
| RDAG | REPUBLIC DIGITAL ACQUISITION CO | $10.24 | N/A | N/A | N/A | N/A | N/A | -33.23x | N/A | N/A | N/A | -$11.56M | -0.31 | $382.92M | N/A | ||
| ATPC | AGAPE ATP CORP | $3.96 | N/A | N/A | -0.27x | N/A | 2.67x | 0.17x | N/A | -$2.85M | -72.02% | $22.83M | 22.83 | $4.08M | -1.64 | ||
| VACH | VOYAGER ACQUISITION CORP | $10.55 | $2.08 | 407.76% | 37.68x | N/A | N/A | -25.38x | 6.72x | -$486.18k | -0.14% | -$13.15M | -0.42 | $333.46M | 37.10 | ||
| GIG | GIGCAPITAL7 CORP | $10.63 | $0.88 | 1,106.91% | 96.64x | N/A | N/A | -107.36x | 13.26x | -$1.18M | -0.33% | -$3.30M | -0.10 | $354.24M | 92.60 | ||
| HCAC | HALL CHADWICK ACQUISITION CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $4.69k | 0.00 | N/A | N/A | ||
| LWAC | LIGHTWAVE ACQUISITION CORP | $10.10 | N/A | N/A | N/A | N/A | N/A | -46.18x | N/A | N/A | N/A | -$6.58M | -0.22 | $302.86M | N/A | ||
| TRGSU | TRG LATIN AMERICA ACQUISITIONS CORP | $9.96 | N/A | N/A | -996.00x | N/A | N/A | N/A | N/A | $0.00 | 0.00% | -$23.95k | -0.01 | N/A | N/A | ||
| NUTR | NUSATRIP INC | $9.00 | N/A | N/A | N/A | N/A | 21.28x | 13.95x | N/A | -$14.87M | -29.87% | $12.51M | 2.26 | $169.46M | -220.60 | ||
| HCICU | HENNESSY CAPITAL INVESTMENT CORP VIII | $10.00 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $6.82k | 0.00 | N/A | N/A | ||
| HACQU | HCM IV ACQUISITION CORP | $10.05 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $3.63k | 0.00 | N/A | N/A | ||
| BACQ | INFLECTION POINT ACQUISITION CORP IV | $7.68 | $4.64 | 65.41% | 42.67x | N/A | N/A | -23.22x | 0.73x | -$1.33M | -0.51% | -$11.17M | -0.33 | $258.56M | 43.03 | ||
| EQS | EQUUS TOTAL RETURN INC | $1.82 | N/A | N/A | -1.67x | N/A | 18.02x | 0.96x | N/A | $51.62M | 207.31% | $26.50M | 1.94 | $27.02M | -1.88 | ||
| FVAV | FORTRESS VALUE ACQUISITION CORP V | $10.06 | N/A | N/A | -1,006.00x | N/A | N/A | N/A | N/A | $0.00 | 0.00% | -$47.14k | -0.01 | N/A | N/A | ||
| COLA | COLUMBUS ACQUISITION CORP | $10.50 | N/A | N/A | 116.67x | N/A | N/A | 141.91x | N/A | N/A | N/A | $587.80k | 0.07 | $82.78M | N/A | ||
| RAC | RITHM ACQUISITION CORP | $10.39 | N/A | N/A | 31.48x | N/A | N/A | -40.80x | N/A | -$823.27k | -0.27% | -$7.49M | -0.26 | $305.17M | 39.77 | ||
| PTORU | PRAETORIAN ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $7.18k | 0.00 | N/A | N/A | ||
| APXT | APEX TREASURY CORP | $9.95 | N/A | N/A | N/A | N/A | N/A | -10,586.18x | N/A | N/A | N/A | -$43.20k | -0.00 | $457.49M | N/A | ||
| HAVA | HARVARD AVE ACQUISITION CORP | $9.99 | N/A | N/A | N/A | N/A | N/A | -1,321.49x | N/A | N/A | N/A | -$156.43k | -0.03 | $209.01M | N/A | ||
| BURU | NUBURU INC | $0.19 | N/A | N/A | 0.01x | N/A | N/A | -0.31x | N/A | -$8.20M | -193.26% | -$53.86M | -2.45 | $20.91M | -0.41 | ||
| BLUW | BLUE WATER ACQUISITION CORP III | $10.30 | N/A | N/A | N/A | N/A | N/A | -40.46x | N/A | N/A | N/A | -$8.23M | -0.26 | $332.01M | N/A | ||
| LBGJ | LI BANG INTERNATIONAL CORP INC | $0.08 | N/A | N/A | -1.38x | N/A | 0.14x | 0.20x | N/A | $221.73k | 14.46% | $7.88M | 0.43 | $11.05M | -52.73 | ||
| EHGO | ESHALLGO INC | $0.19 | N/A | N/A | -0.32x | N/A | 0.38x | 0.40x | N/A | -$5.64M | -102.07% | $14.35M | 0.50 | $3.82M | -0.27 | ||
| GLOO | GLOO HOLDINGS INC | $5.79 | N/A | N/A | N/A | -0.73x | N/A | -1.04x | N/A | N/A | N/A | -$444.37M | -53.65 | $624.26M | N/A | ||
| FERA | FIFTH ERA ACQUISITION CORP I | $10.29 | N/A | N/A | N/A | N/A | N/A | -25.24x | N/A | N/A | N/A | -$12.75M | -0.41 | $321.07M | N/A | ||
| FTW | PRESIDIO INVESTMENT HOLDINGS LLC | $12.01 | N/A | N/A | 0.01x | N/A | 4.22x | -5.65x | N/A | $63.43M | 4.56% | -$63.96M | -0.55 | $621.24M | 2.70 | ||
| ARTC | ART TECHNOLOGY ACQUISITION CORP | $9.80 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$23.71k | -0.00 | N/A | N/A | ||
| DSAC | DAEDALUS SPECIAL ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | -8,279.11x | N/A | N/A | N/A | -$41.19k | -0.01 | $341.21M | N/A | ||
| IPCX | INFLECTION POINT ACQUISITION CORP III | $10.18 | N/A | N/A | N/A | N/A | N/A | -26.92x | N/A | N/A | N/A | -$13.04M | -0.38 | $349.73M | N/A | ||
| BLRK | BLUEROCK ACQUISITION CORP | $9.90 | N/A | N/A | N/A | N/A | N/A | -9,292.74x | N/A | N/A | N/A | -$24.50k | -0.01 | $227.75M | N/A | ||
| TMTSU | SPARTACUS ACQUISITION CORP II | $10.03 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $6.64k | 0.00 | N/A | N/A | ||
| YSXT | YSX TECH CO LTD | $1.29 | $1.36 | -5.19% | 6.45x | N/A | 0.39x | 0.97x | 1.68x | -$13.68M | -45.27% | $30.84M | 1.32 | $37.04M | 6.33 | ||
| OACC | OAKTREE ACQUISITION CORP III LIFE SCIENCES | $10.65 | N/A | N/A | N/A | N/A | N/A | -38.68x | N/A | N/A | N/A | -$6.76M | -0.28 | $260.37M | N/A | ||
| CTAAU | CLEARTHINK 1 ACQUISITION CORP | $9.98 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $12.21k | 0.00 | N/A | N/A | ||
| TRAD.U | APEX TECH ACQUISITION INC | $10.01 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$396.00 | 0.00 | N/A | N/A | ||
| KRAQU | KRAKACQUISITION CORP | $10.07 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$58.26k | -0.01 | N/A | N/A | ||
| KFFB | KENTUCKY FIRST FEDERAL BANCORP | $4.51 | N/A | N/A | 45.10x | N/A | 3.62x | 0.74x | N/A | -$114.00k | -0.31% | $49.10M | 6.07 | $68.50M | 52.61 | ||
| KCAC.U | KENSINGTON CAPITAL ACQUISITION CORP VI | $10.05 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$53.17k | -0.06% | $514.00 | 0.00 | N/A | N/A | ||
| NEN | NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP | $61.99 | $24.61 | 151.90% | 35.94x | N/A | 2.43x | -2.88x | 1.42x | -$113.27M | -52.26% | -$74.22M | -21.23 | $714.92M | 14.93 | ||
| ADGM | ADAGIO MEDICAL HOLDINGS INC | $1.07 | N/A | N/A | -0.21x | -1.06x | 118.89x | -17.27x | N/A | -$23.55M | -143.08% | -$1.31M | -0.09 | $39.96M | -0.53 | ||
| OTGA | OTG ACQUISITION CORP I | $10.05 | N/A | N/A | N/A | N/A | N/A | 1,991.75x | N/A | N/A | N/A | $148.98k | 0.02 | $296.73M | N/A | ||
| CEPF | CANTOR EQUITY PARTNERS IV INC | $10.29 | N/A | N/A | N/A | N/A | N/A | 2,139.83x | N/A | N/A | N/A | $274.82k | 0.01 | $587.97M | N/A | ||
| INTG | INTERGROUP CORP | $38.23 | N/A | N/A | -24.04x | N/A | 1.20x | -0.96x | N/A | $3.04M | 3.70% | -$85.18M | -39.64 | $262.11M | 13.14 | ||
| SFWL | SHENGFENG DEVELOPMENT LTD | $0.92 | $3.39 | -72.98% | 6.54x | N/A | 0.14x | 0.61x | 0.12x | -$10.27M | -13.66% | $123.51M | 1.50 | $141.17M | 5.07 | ||
| CCIX | CHURCHILL CAPITAL CORP IX | $10.63 | N/A | N/A | 46.22x | N/A | N/A | -38.69x | N/A | -$3.41M | -0.87% | -$10.07M | -0.28 | $389.72M | 45.55 | ||
| MRNO | MURANO GLOBAL INVESTMENTS PLC | $0.70 | N/A | N/A | N/A | N/A | 0.91x | 0.19x | N/A | -$28.56M | -51.43% | $290.19M | 3.66 | $636.80M | 703.57 |
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.