Prepared by Dr. David Miller, CFA, Senior Equity Strategist | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-5EF3FD67-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of betterment stock reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 227.47 EPS and a 1.79% yield. Institutional flows indicate 78% ownership with beta of 1.94.
Rating: Outperform | Target Price: $3516.66 | Next Earnings: Jun 06
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On-chain money flow shows 26%% increase in smart money index, reinforcing the technical setup.
RSI at 71 indicates a neutral-bearish state. Historical backtests suggest a +6.4% move within 10 sessions.
Free cash flow conversion remains robust at 88%, supporting the 1.79% dividend and buybacks.
Relative to Industrials peers, betterment stock sits at the 66th percentile in valuation, offering a potential value opportunity.
Options skew is toward put at the 3042.19 strike, positioning for a directional move.
Beta of 1.94 suggests betterment stock is {beta_desc} volatile than the market, influencing hedging strategies.
Dark pool prints show a 30%% surge in block trades, indicating institutional accumulation before Jun 06 earnings.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $2791 | $2651.45 |
| Market Cap | $19.15B | $17.24B |
| P/E Ratio | 12.27x | 10.4x |
| EPS (TTM) | $227.47 | $204.72 |
| Dividend Yield | 1.79% | 1.3% |
| Revenue Growth | -6.7% | -4% |
| Target Price | $3516.66 | - |
| Beta | 1.94 | 1.00 |