Safeguard Scientifics Inc

OTCQX:SFES USA Asset Management
Market Cap
$13.71 Million
Market Cap Rank
#27498 Global
#9208 in USA
Share Price
$0.82
Change (1 day)
+3.80%
52-Week Range
$0.78 - $0.85
All Time High
$11.26
About

Safeguard Scientifics, Inc. no longer investing. It is a private equity and venture capital firm specializing in expansion financings, growth capital, management buyouts, recapitalizations, industry consolidations, corporate spinouts, growth stage, and early stage financings. It initially invests in a Series A-C round and opportunistically in a seed round. The firm prefers to make investments in … Read more

Safeguard Scientifics Inc (SFES) - Net Assets

Latest net assets as of December 2023: $19.98 Million USD

Based on the latest financial reports, Safeguard Scientifics Inc (SFES) has net assets worth $19.98 Million USD as of December 2023.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($22.84 Million) and total liabilities ($2.86 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $19.98 Million
% of Total Assets 87.49%
Annual Growth Rate -31.78%
5-Year Change N/A
10-Year Change N/A
Growth Volatility 9.25

Safeguard Scientifics Inc - Net Assets Trend (2020–2023)

This chart illustrates how Safeguard Scientifics Inc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Safeguard Scientifics Inc (2020–2023)

The table below shows the annual net assets of Safeguard Scientifics Inc from 2020 to 2023.

Year Net Assets Change
2023-09-30 $19.98 Million -42.21%
2022-09-30 $34.58 Million -31.62%
2021-09-30 $50.57 Million -19.58%
2020-09-30 $62.88 Million --

Equity Component Analysis

This analysis shows how different components contribute to Safeguard Scientifics Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 291300000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (September 2023)

Component Amount Percentage
Other Components $753.71 Million 3772.30%
Total Equity $19.98 Million 100.00%

Safeguard Scientifics Inc Competitors by Market Cap

The table below lists competitors of Safeguard Scientifics Inc ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Safeguard Scientifics Inc's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2022 to 2023, total equity changed from 34,576,000 to 19,980,000, a change of -14,596,000 (-42.2%).
  • Net loss of 9,828,000 reduced equity.
  • Dividend payments of 5,819,000 reduced retained earnings.
  • Share repurchases of 75,000 reduced equity.
  • Other factors increased equity by 1,126,000.

Equity Change Factors (2022 to 2023)

Factor Impact Contribution
Net Income $-9.83 Million -49.19%
Dividends Paid $5.82 Million -29.12%
Share Repurchases $75.00K -0.38%
Other Changes $1.13 Million +5.64%
Total Change $- -42.21%

Book Value vs Market Value Analysis

This analysis compares Safeguard Scientifics Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.68x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has increased from 0.27x to 0.68x over the analyzed period, suggesting growing market confidence.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2020-09-30 $3.01 $0.82 x
2021-09-30 $3.06 $0.82 x
2022-09-30 $2.15 $0.82 x
2023-09-30 $1.20 $0.82 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Safeguard Scientifics Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -49.19%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 0.00%
  • • Asset Turnover: 0.00x
  • • Equity Multiplier: 1.14x
  • Recent ROE (-49.19%) is below the historical average (-24.22%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2020 -59.83% 0.00% 0.00x 1.10x $-43.90 Million
2021 53.40% 0.00% 0.00x 1.07x $21.95 Million
2022 -41.25% 0.00% 0.00x 1.09x $-17.72 Million
2023 -49.19% 0.00% 0.00x 1.14x $-11.83 Million

Industry Comparison

This section compares Safeguard Scientifics Inc's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $310,488,743
  • Average return on equity (ROE) among peers: -23.81%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Safeguard Scientifics Inc (SFES) $19.98 Million -59.83% 0.14x $12.61 Million
Aberdeen International Inc (AABVF) $136.31 Million 25.56% 0.23x $2.78 Million
Acadian Asset Management Inc (AAMI) $-17.60 Million 0.00% 0.00x $1.39 Billion
AllianceBernstein Holding L.P. (AB) $402.30 Million 32.07% 0.95x $3.43 Billion
VIVO Cannabis Inc (ABCCF) $164.13 Million 16.36% 0.09x $148.26 Million
Associated Capital Group Inc (AC) $502.13 Million 5.33% 0.17x $42.54 Million
Adrian Resources Ltd (ADLRF) $605.01 Million 3.35% 0.58x $609.82 Million
Abrdn Emerging Markets Equity Income Fund Inc (AEF) $85.10 Million -65.65% 0.01x $77.20K
AGF Management Limited (AGFMF) $1.12 Billion 10.14% 3.56x $298.43 Million
Agronomics Limited (AGNMF) $100.03 Million 1.02% 0.02x $57.14 Million
AgriFORCE Growing Systems Ltd (AGRI) $6.11 Million -266.31% 0.76x $2.71 Million