Prepared by Dr. Priya Sharma, CFA, Senior Equity Strategist | Reviewed by Michael Brown, Lead Editor | Report ID: IGEMINI-E6B17FAE-20260531 | Data as of 2026-05-31
Executive Summary: Our multi-factor model assigns betterment holdings a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 65.61x, -7.3% revenue expansion, and an RSI of 39 suggesting a neutral-bullish phase. We define critical support at $1455.3 and resistance at $1778.7.
Rating: Overweight | Target Price: $2102.1 | Next Earnings: Jun 10
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RSI at 39 indicates a neutral-bearish state. Historical backtests suggest a +7.8% move within 10 sessions.
Price action carved a Cup and Handle, confirmed by a 1.06x volume spike on May 22, 2026. The support at $1455.3 was tested.
With a market cap of $2.6B, betterment holdings operates in Finance. P/E of 65.61x is backed by -7.3% growth.
EPS of $24.65 reveals high earnings quality. DuPont analysis highlights margin expansion as the key ROE driver.
Relative to Finance peers, betterment holdings sits at the 55th percentile in valuation, offering a potential value opportunity.
Short float at 7% is below the sector average, reducing squeeze risk. Institutional ownership is 60%.
Beta of 0.63 suggests betterment holdings is {beta_desc} volatile than the market, influencing hedging strategies.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $1617 | $1536.15 |
| Market Cap | $2.6B | $3.12B |
| P/E Ratio | 65.61x | 55.8x |
| EPS (TTM) | $24.65 | $22.19 |
| Dividend Yield | 5.48% | 3.8% |
| Revenue Growth | -7.3% | -4.4% |
| Target Price | $2102.1 | - |
| Beta | 0.63 | 1.00 |