(SYLD) Cambria Shareholder Yield - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US1320612013 • Mid-Cap Value
SYLD: U.S. Equity, Shareholder Yield, Mid-Cap, Value
The Cambria Shareholder Yield ETF (BATS:SYLD) is an actively managed exchange-traded fund designed to deliver returns through a focus on U.S. publicly listed companies that exhibit high shareholder yield. The fund typically invests at least 80% of its total assets in equity securities, including common stocks, of domestic firms that prioritize returning value to shareholders. Cambria Investment Management, L.P., the funds adviser, defines shareholder yield as the sum of dividends, share buybacks, and debt reduction, reflecting a comprehensive approach to measuring corporate returns to investors. This strategy aims to capture both income and capital appreciation from companies that efficiently allocate capital to enhance shareholder value.
From a technical perspective, SYLD is currently trading at $61.88, above its 20-day simple moving average (SMA) of $59.04 but below its 50-day SMA of $62.48 and 200-day SMA of $68.21. This indicates short-term bullish momentum but a longer-term downtrend. The funds average trading volume over the past 20 days is approximately 125,700 shares, and its Average True Range (ATR) of 1.89 suggests moderate volatility. The funds assets under management (AUM) stand at $920.98 million, underscoring its scalability and liquidity in the mid-cap value ETF category.
Additional Sources for SYLD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SYLD ETF Overview
Market Cap in USD | 941m |
Category | Mid-Cap Value |
TER | 0.59% |
IPO / Inception | 2013-05-13 |
SYLD ETF Ratings
Growth Rating | 59.6 |
Fundamental | - |
Dividend Rating | 56.1 |
Rel. Strength | -17.4 |
Analysts | - |
Fair Price Momentum | 60.20 USD |
Fair Price DCF | - |
SYLD Dividends
Dividend Yield 12m | 2.14% |
Yield on Cost 5y | 5.30% |
Annual Growth 5y | 9.45% |
Payout Consistency | 84.6% |
SYLD Growth Ratios
Growth Correlation 3m | -81.7% |
Growth Correlation 12m | -33.5% |
Growth Correlation 5y | 81.1% |
CAGR 5y | 18.71% |
CAGR/Max DD 5y | 0.70 |
Sharpe Ratio 12m | 0.13 |
Alpha | -18.19 |
Beta | 0.832 |
Volatility | 29.71% |
Current Volume | 84.7k |
Average Volume 20d | 94.7k |
As of May 11, 2025, the stock is trading at USD 62.57 with a total of 84,710 shares traded.
Over the past week, the price has changed by +1.12%, over one month by +3.75%, over three months by -9.06% and over the past year by -9.27%.
Partly, yes. Based on ValueRay Analyses, Cambria Shareholder Yield (BATS:SYLD) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.62 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SYLD as of May 2025 is 60.20. This means that SYLD is currently overvalued and has a potential downside of -3.79%.
Cambria Shareholder Yield has no consensus analysts rating.
According to ValueRays Forecast Model, SYLD Cambria Shareholder Yield will be worth about 67.3 in May 2026. The stock is currently trading at 62.57. This means that the stock has a potential upside of +7.59%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 67.3 | 7.6% |