| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ETHM | DYNAMIX CORP | $10.36 | N/A | N/A | N/A | N/A | N/A | -8.50x | N/A | N/A | N/A | -$26.99M | -1.22 | $228.82M | N/A | ||
| CEPT | CANTOR EQUITY PARTNERS II INC | $12.03 | N/A | N/A | N/A | N/A | N/A | -105.42x | N/A | N/A | N/A | -$3.49M | -0.11 | $367.93M | N/A | ||
| SPKL | SPARK I ACQUISITION CORP | $11.37 | N/A | N/A | 284.25x | N/A | N/A | -14.74x | N/A | -$2.61M | -2.44% | -$6.68M | -0.71 | $101.08M | 97.47 | ||
| BLRKU | BLUEROCK ACQUISITION CORP | $10.03 | N/A | N/A | N/A | N/A | N/A | -9,414.77x | N/A | N/A | N/A | -$24.50k | -0.01 | $230.74M | N/A | ||
| HSPT | HORIZON SPACE ACQUISITION II CORP | $10.55 | $75.94k | -99.99% | 3.61x | N/A | N/A | -219.56x | 0.00x | -$990.56k | -1.03% | -$436.29k | -0.05 | $96.03M | 64.17 | ||
| GTEN | GORES HOLDINGS X INC | $10.30 | N/A | N/A | N/A | N/A | N/A | -16.16x | N/A | N/A | N/A | -$28.73M | -0.64 | $464.06M | N/A | ||
| HVII | HENNESSY CAPITAL INVESTMENT CORP VII | $10.29 | N/A | N/A | N/A | N/A | N/A | -36.90x | N/A | N/A | N/A | -$7.26M | -0.28 | $266.16M | N/A | ||
| HCAC | HALL CHADWICK ACQUISITION CORP | $10.13 | 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 | ||
| VHCPU | VINE HILL CAPITAL INVESTMENT CORP II | $10.05 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $8.00k | 0.00 | N/A | N/A | ||
| ZKPU | LAFAYETTE DIGITAL ACQUISITION CORP I | $10.01 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$2.41k | 0.00 | N/A | N/A | ||
| EONR | EON RESOURCES INC | $0.45 | N/A | N/A | 1.78x | -2.08x | 0.98x | 0.37x | N/A | $18.94M | 111.91% | $60.90M | 1.60 | $26.75M | 1.76 | ||
| OSRH | OSR HOLDINGS INC | $0.69 | N/A | N/A | N/A | -0.62x | N/A | 315.92x | N/A | N/A | N/A | $56.23k | 0.00 | $17.77M | N/A | ||
| MACI | MELAR ACQUISITION CORP I | $10.68 | N/A | N/A | 32.36x | N/A | N/A | -34.90x | N/A | N/A | N/A | -$6.62M | -0.31 | $234.19M | N/A | ||
| PACH | PIONEER ACQUISITION I CORP | $10.12 | N/A | N/A | N/A | N/A | N/A | -28.53x | N/A | N/A | N/A | -$11.22M | -0.36 | $319.22M | N/A | ||
| APAD | APARADISE ACQUISITION CORP | $10.05 | N/A | N/A | N/A | N/A | N/A | -40.09x | N/A | N/A | N/A | -$6.83M | -0.34 | $272.88M | N/A | ||
| AIIA | AI INFRASTRUCTURE ACQUISITION CORP | $10.03 | N/A | N/A | N/A | N/A | N/A | 25,447.44x | N/A | N/A | N/A | $5.79k | 0.00 | $144.91M | N/A | ||
| IPOD | DUNE ACQUISITION CORP II | $10.29 | N/A | N/A | 102.90x | N/A | N/A | -38.93x | N/A | -$423.43k | -0.20% | -$5.35M | -0.26 | $207.79M | 103.30 | ||
| RDAC | RISING DRAGON ACQUISITION CORP | $7.72 | N/A | N/A | N/A | N/A | N/A | -29.56x | N/A | -$732.71k | -1.27% | -$1.96M | -0.26 | $57.94M | N/A | ||
| DNMX | DYNAMIX CORP III | $9.93 | N/A | N/A | N/A | N/A | N/A | -6,733.59x | N/A | N/A | N/A | -$39.57k | -0.01 | $266.59M | N/A | ||
| EVOX | EVOLUTION GLOBAL ACQUISITION CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | -4,651.62x | N/A | N/A | N/A | -$68.52k | -0.01 | $318.96M | N/A | ||
| BKHA | BLACK HAWK ACQUISITION CORP | $11.50 | N/A | N/A | 46.00x | N/A | N/A | -14.40x | N/A | -$608.85k | -0.86% | -$3.32M | -0.54 | $48.10M | 23.07 | ||
| BACC | BLUE ACQUISITION CORP | $10.23 | N/A | N/A | N/A | N/A | N/A | -48.24x | N/A | N/A | N/A | -$5.93M | -0.21 | $285.01M | N/A | ||
| FTW | EQV VENTURES ACQUISITION CORP | $10.55 | N/A | N/A | 50.24x | N/A | N/A | -23.37x | N/A | N/A | N/A | -$20.12M | -0.45 | $470.20M | N/A | ||
| IBAC | IB ACQUISITION CORP | $10.51 | $1.85 | 467.00% | 47.77x | N/A | N/A | -88.54x | 6.55x | -$1.32M | -0.81% | -$681.32k | -0.04 | $59.11M | 13.49 | ||
| ILAG | INTELLIGENT LIVING APPLICATION GROUP INC | $3.84 | N/A | N/A | -1.10x | N/A | 1.44x | 0.72x | N/A | -$2.84M | -37.01% | $11.08M | 5.55 | $8.92M | -1.51 | ||
| 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 | ||
| RDAG | REPUBLIC DIGITAL ACQUISITION CO | $10.25 | N/A | N/A | N/A | N/A | N/A | -33.26x | N/A | N/A | N/A | -$11.56M | -0.31 | $383.29M | N/A | ||
| MBAV | M3-BRIGADE ACQUISITION V CORP | $10.67 | N/A | N/A | 35.57x | N/A | N/A | -21.71x | N/A | -$510.81k | -0.13% | -$17.66M | -0.49 | $383.79M | 48.66 | ||
| NPAC | NEW PROVIDENCE ACQUISITION CORP III | $10.38 | N/A | N/A | N/A | N/A | N/A | -33.76x | N/A | N/A | N/A | -$11.80M | -0.31 | $397.58M | N/A | ||
| ATII | ARCHIMEDES TECH SPAC PARTNERS II CO | $10.70 | N/A | N/A | N/A | N/A | N/A | -49.48x | N/A | N/A | N/A | -$6.40M | -0.22 | $315.20M | N/A | ||
| PCSC | PERCEPTIVE CAPITAL SOLUTIONS CORP | $13.87 | N/A | N/A | 53.35x | N/A | N/A | -49.18x | N/A | N/A | N/A | -$3.12M | -0.28 | $152.33M | N/A | ||
| CEPF | CANTOR EQUITY PARTNERS IV INC | $10.45 | N/A | N/A | N/A | N/A | N/A | 2,173.10x | N/A | N/A | N/A | $274.82k | 0.01 | $597.12M | 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 | ||
| BCAR | D BORAL ARC ACQUISITION I CORP | $10.25 | N/A | N/A | N/A | N/A | N/A | 547.42x | N/A | N/A | N/A | $771.44k | 0.03 | $421.73M | N/A | ||
| COLA | COLUMBUS ACQUISITION CORP | $10.59 | N/A | N/A | 117.67x | N/A | N/A | 143.13x | N/A | N/A | N/A | $587.80k | 0.07 | $83.49M | N/A | ||
| CGCT | CARTESIAN GROWTH CORP III | $10.27 | N/A | N/A | -68.47x | N/A | N/A | -28.02x | N/A | -$468.02k | -0.14% | -$12.65M | -0.37 | $353.65M | 87.96 | ||
| OYSE | OYSTER ENTERPRISES II ACQUISITION CORP | $10.21 | N/A | N/A | 92.82x | N/A | N/A | -44.52x | N/A | -$497.76k | -0.15% | -$7.78M | -0.23 | $345.33M | 100.75 | ||
| HFBL | HOME FEDERAL BANCORP INC OF LOUISIANA | $19.49 | $10.58 | 84.22% | 13.08x | N/A | 2.77x | 1.06x | 3.56x | $7.24M | 12.02% | $56.59M | 18.33 | $38.49M | 5.60 | ||
| PAII | PYROPHYTE ACQUISITION CORP II | $10.13 | N/A | N/A | N/A | N/A | N/A | -34.57x | N/A | N/A | N/A | -$7.99M | -0.35 | $275.49M | N/A | ||
| RGNT | REGENTIS BIOMATERIALS LTD | $6.68 | N/A | N/A | -1.15x | N/A | N/A | N/A | N/A | -$987.00k | -5.34% | -$44.33M | -16.03 | N/A | N/A | ||
| MESHU | MESHFLOW ACQUISITION CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | -17,756.62x | N/A | N/A | N/A | -$24.31k | -0.00 | $431.80M | N/A | ||
| OMH | OHMYHOME LTD | $1.52 | N/A | N/A | -2.22x | -12.54x | 3.88x | 5.95x | N/A | -$1.35M | -3.42% | $6.56M | 0.26 | $34.52M | -14.38 | ||
| NWAX | NEW AMERICA ACQUISITION I CORP | $10.18 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$5.00k | 0.00 | N/A | N/A | ||
| GIG | GIGCAPITAL7 CORP | $10.55 | N/A | N/A | N/A | N/A | N/A | -164.71x | N/A | N/A | N/A | -$2.14M | -0.06 | $351.26M | N/A | ||
| ASIC | ATEGRITY SPECIALTY INSURANCE CO HOLDINGS | $17.36 | N/A | N/A | N/A | 9.22x | N/A | 1.42x | N/A | N/A | N/A | $588.56M | 12.25 | $800.12M | N/A | ||
| LPCVU | LAUNCHPAD CADENZA ACQUISITION CORP I | $10.02 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $19.33k | 0.00 | N/A | N/A | ||
| SFWL | SHENGFENG DEVELOPMENT LTD | $0.96 | $3.56 | -73.06% | 6.86x | N/A | 0.15x | 0.64x | 0.13x | -$10.27M | -13.02% | $123.51M | 1.50 | $144.88M | 5.20 | ||
| BACQ | INFLECTION POINT ACQUISITION CORP IV | $10.66 | N/A | N/A | N/A | N/A | N/A | -34.18x | N/A | N/A | N/A | -$10.53M | -0.32 | $358.81M | N/A | ||
| RAC | RITHM ACQUISITION CORP | $10.40 | N/A | N/A | 41.60x | N/A | N/A | -42.36x | N/A | -$673.16k | -0.30% | -$7.22M | -0.33 | $305.31M | 56.01 | ||
| HTLM | HOMESTOLIFE LTD | $2.52 | N/A | N/A | N/A | N/A | N/A | 9.08x | N/A | N/A | N/A | $24.90M | 0.28 | $220.81M | N/A | ||
| SORNU | SOREN ACQUISITION CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $8.67k | 0.00 | N/A | N/A | ||
| DSACU | DAEDALUS SPECIAL ACQUISITION CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | -8,379.06x | N/A | N/A | N/A | -$41.19k | -0.01 | $345.33M | N/A | ||
| LATA | GALATA ACQUISITION CORP II | $10.08 | N/A | N/A | N/A | N/A | N/A | -47.62x | N/A | N/A | N/A | -$4.87M | -0.76 | $230.74M | N/A | ||
| BPAC | BLUEPORT ACQUISITION LTD | $9.98 | N/A | N/A | N/A | N/A | N/A | -1,361.73x | N/A | N/A | N/A | -$54.12k | -0.04 | $73.90M | N/A | ||
| ARTCU | ART TECHNOLOGY ACQUISITION CORP | $10.00 | 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 | ||
| LWAC | LIGHTWAVE ACQUISITION CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | -45.99x | N/A | N/A | N/A | -$6.58M | -0.22 | $301.65M | N/A | ||
| INTG | INTERGROUP CORP | $30.14 | N/A | N/A | -8.28x | N/A | 0.99x | -0.75x | N/A | -$2.23M | -3.44% | -$86.70M | -40.31 | $248.35M | 16.46 | ||
| FERA | FIFTH ERA ACQUISITION CORP I | $10.30 | N/A | N/A | N/A | N/A | N/A | -25.27x | N/A | N/A | N/A | -$12.75M | -0.41 | $321.38M | N/A | ||
| BEBE.U | TGE VALUE CREATIVE SOLUTIONS CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$31.18k | -0.01 | N/A | N/A | ||
| WSTN | WESTIN ACQUISITION CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | 6,250.60x | N/A | N/A | N/A | $11.19k | 0.01 | $70.37M | N/A | ||
| WHLR | WHEELER REAL ESTATE INVESTMENT TRUST INC | $5.35 | N/A | N/A | 0.00x | N/A | 0.00x | -0.28x | N/A | $58.98M | 13,632.73% | -$3.94M | -48.66 | $441.19M | 4.12 | ||
| OACC | OAKTREE ACQUISITION CORP III LIFE SCIENCES | $10.60 | N/A | N/A | N/A | N/A | N/A | -38.52x | N/A | N/A | N/A | -$6.76M | -0.28 | $259.26M | N/A | ||
| MMTX | MILUNA ACQUISITION CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | -1,994.36x | N/A | N/A | N/A | -$44.13k | -0.03 | $88.30M | N/A | ||
| BBCQU | BLEICHROEDER ACQUISITION CORP II | $10.09 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$166.00 | 0.00 | N/A | N/A | ||
| YDES | YD BIOPHARMA LTD | $12.16 | N/A | N/A | N/A | N/A | 1,737.14x | 129.34x | N/A | -$1.91M | -0.22% | $6.59M | 0.09 | $849.25M | -662.97 | ||
| TLNC | TALON CAPITAL CORP | $10.11 | N/A | N/A | N/A | N/A | N/A | -48.44x | N/A | N/A | N/A | -$7.09M | -0.53 | $340.45M | N/A | ||
| BDCI | BTC DEVELOPMENT CORP | $10.07 | N/A | N/A | N/A | N/A | N/A | -2,804.78x | N/A | N/A | N/A | -$124.75k | -0.03 | $347.01M | N/A | ||
| IPCX | INFLECTION POINT ACQUISITION CORP III | $10.16 | N/A | N/A | N/A | N/A | N/A | -26.86x | N/A | N/A | N/A | -$13.04M | -0.38 | $349.04M | N/A | ||
| APXT | APEX TREASURY CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | -10,575.55x | N/A | N/A | N/A | -$43.20k | -0.00 | $457.03M | N/A | ||
| CCIX | CHURCHILL CAPITAL CORP IX | $10.68 | N/A | N/A | 42.72x | N/A | N/A | -40.48x | N/A | -$3.37M | -0.86% | -$9.67M | -0.26 | $391.38M | 42.68 | ||
| CRAC | CROWN RESERVE ACQUISITION CORP I | $9.97 | N/A | N/A | N/A | N/A | N/A | 8,548.18x | N/A | N/A | N/A | $25.15k | 0.01 | $215.20M | N/A | ||
| TWG | TOP WEALTH GROUP HOLDING LTD | $4.20 | N/A | N/A | -140.00x | N/A | 0.58x | 0.12x | N/A | $7.77M | 297.19% | $21.02M | 33.78 | $2.60M | 2.76 | ||
| HAVA | HARVARD AVE ACQUISITION CORP | $10.00 | N/A | N/A | N/A | N/A | N/A | -1,322.81x | N/A | N/A | N/A | -$156.43k | -0.03 | $209.22M | N/A | ||
| BURU | NUBURU INC | $0.18 | N/A | N/A | 0.05x | N/A | N/A | -1.43x | N/A | -$8.20M | -42.13% | -$53.86M | -0.49 | $81.33M | -1.59 | ||
| BIXI | BITCOIN INFRASTRUCTURE ACQUISITION CORP LTD | $9.90 | N/A | N/A | N/A | N/A | N/A | -17,736.36x | N/A | N/A | N/A | -$16.99k | -0.00 | $301.43M | N/A | ||
| KFFB | KENTUCKY FIRST FEDERAL BANCORP | $4.50 | N/A | N/A | 75.00x | N/A | 3.84x | 0.75x | N/A | $1.62M | 4.44% | $48.78M | 6.03 | $66.74M | 73.42 | ||
| ADGM | ADAGIO MEDICAL HOLDINGS INC | $1.00 | N/A | N/A | -0.20x | -0.99x | 111.11x | -16.14x | N/A | -$23.55M | -153.10% | -$1.31M | -0.09 | $38.47M | -0.51 | ||
| BEAG | BOLD EAGLE ACQUISITION CORP | $10.65 | N/A | N/A | 23.15x | N/A | N/A | -38.92x | N/A | -$833.44k | -0.25% | -$8.57M | -0.27 | $333.67M | 34.71 | ||
| MLGO | MICROALGO INC | $5.34 | N/A | N/A | -0.06x | N/A | 0.24x | 0.21x | N/A | $9.20M | 62.04% | $319.29M | 115.02 | -$183.89M | -22.40 | ||
| NEN | NEW ENGLAND REALTY ASSOCIATES LIMITED PARTNERSHIP | $65.06 | $39.72 | 63.78% | 19.57x | N/A | 2.64x | -3.17x | 1.16x | -$105.47M | -46.38% | -$71.04M | -20.32 | $722.84M | 14.80 | ||
| TOYO | TOYO CO LTD | $6.90 | $145.07 | -95.24% | 9.72x | N/A | 1.32x | 3.64x | 0.02x | -$9.83M | -4.19% | $67.01M | 1.97 | $286.30M | N/A | ||
| FUSE | FUSEMACHINES INC | $1.63 | N/A | N/A | -0.97x | N/A | 1.30x | -1.60x | N/A | -$4.28M | -22.52% | -$28.94M | -2.48 | $65.31M | -3.24 | ||
| UOKA | MDJM LTD | $1.33 | N/A | N/A | -0.51x | N/A | 23.33x | 0.31x | N/A | -$1.52M | -108.42% | $4.66M | 4.41 | $115.25k | -0.07 | ||
| OTGA | OTG ACQUISITION CORP I | $10.07 | N/A | N/A | N/A | N/A | N/A | 1,995.71x | N/A | N/A | N/A | $148.98k | 0.02 | $297.32M | N/A | ||
| COCH | ENVOY MEDICAL INC | $0.67 | N/A | N/A | -0.47x | -0.56x | 66.90x | -2.51x | N/A | -$16.38M | -111.96% | -$7.66M | -0.35 | $16.65M | -0.85 | ||
| CEPO | CANTOR EQUITY PARTNERS I INC | $10.45 | N/A | N/A | 65.31x | N/A | N/A | -67.69x | N/A | $2.92k | 0.00% | -$3.94M | -0.15 | $61.32M | 14.91 | ||
| MBBC | MARATHON BANCORP INC | $12.65 | N/A | N/A | 115.00x | N/A | 4.65x | 0.80x | N/A | $804.53k | 2.37% | $46.28M | 17.25 | $36.71M | 57.58 | ||
| EFSI | EAGLE FINANCIAL SERVICES INC | $39.65 | $60.27 | -34.22% | 17.78x | 10.36x | 3.21x | 1.15x | 0.31x | $29.15M | 13.67% | $185.58M | 34.52 | $14.71M | 1.04 | ||
| FUSB | FIRST US BANCSHARES INC | $14.49 | $9.59 | 51.08% | 15.09x | N/A | 2.32x | 0.80x | 1.31x | $9.33M | 11.17% | $104.24M | 18.08 | $59.80M | 6.58 | ||
| KWM | K WAVE MEDIA LTD | $0.79 | N/A | N/A | N/A | N/A | 98.13x | -32.86x | N/A | -$5.80M | -11.72% | -$1.51M | -0.02 | $52.99M | -4.16 | ||
| EQS | EQUUS TOTAL RETURN INC | $1.38 | N/A | N/A | -1.27x | N/A | 13.66x | 0.73x | N/A | $51.62M | 273.41% | $26.50M | 1.94 | $20.88M | -1.45 | ||
| CRAN | CRANE HARBOR ACQUISITION CORP II | $9.97 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$22.90k | -0.00 | N/A | N/A | ||
| VWAV | VISIONWAVE HOLDINGS INC | $10.39 | N/A | N/A | -18.55x | N/A | N/A | -14.55x | N/A | -$2.84M | -2.33% | -$11.80M | -1.01 | $175.19M | -27.00 | ||
| PMTR | PERIMETER ACQUISITION CORP I | $10.34 | N/A | N/A | N/A | N/A | N/A | -38.84x | N/A | N/A | N/A | -$8.21M | -0.27 | $318.37M | N/A | ||
| AUBN | AUBURN NATIONAL BANCORPORATION INC | $26.25 | N/A | N/A | 12.80x | N/A | 2.84x | 1.02x | N/A | $14.82M | 16.16% | $89.61M | 25.65 | -$51.22M | -4.42 | ||
| TURB | TURBO ENERGY SA | $0.91 | N/A | N/A | -3.91x | N/A | 0.85x | 6.68x | N/A | -$3.28M | -32.75% | $1.50M | 0.14 | $16.58M | -5.81 | ||
| HCMA | HCM III ACQUISITION CORP | $10.15 | N/A | N/A | N/A | N/A | N/A | -28.38x | N/A | N/A | N/A | -$12.07M | -0.51 | $341.25M | N/A | ||
| WLAC | WILLOW LANE ACQUISITION CORP | $11.82 | N/A | N/A | N/A | N/A | N/A | -53.85x | N/A | N/A | N/A | -$3.79M | -0.22 | $203.67M | N/A | ||
| AMTD | AMTD IDEA GROUP | $1.00 | N/A | N/A | 1.66x | N/A | 0.61x | 0.06x | N/A | N/A | N/A | $1.39B | 17.04 | $321.57M | N/A | ||
| TLF | TANDY LEATHER FACTORY INC | $2.87 | $40.43 | -92.90% | 2.14x | N/A | 0.31x | 0.43x | 0.03x | $16.61M | 71.08% | $53.38M | 6.56 | $36.11M | 1.73 |
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.