FRE Investment Analysis Report & Stock Research, Freddie Mac

Freddie Mac (FRE)

FRE Stock Report

2-Year Price History

View Larger FRE Chart
NYSE:FRE
$1.29
(3/12 7:59PM)
-0.8%
Open$1.32 Mkt Cap$836.4 Million
High$1.33 52Wk High$2.50
Low$1.27 52Wk Low$0.53
Volume11.3 Million Avg Vol 10D16.4 Million

A Word Of Caution

The Ockham Research Team has placed an alert on this security because there have been significant developments associated with Freddie Mac (FRE). Eventually, these externalities may have an impact on our valuation but these recent events have not yet been fully factored into our analysis.

Please take a moment to look at the RazorWire feed on the right hand side of the report. Each mention of Freddie Mac on business television or influential blogs will be displayed to the right of the report. This should help bring you up to speed on any major issues they are facing right now.

Of course, you may proceed to review our research report for this security, but please be aware that our model may not reflect these significant factors surrounding this company as our data sources are still being updated. This alert shall remain in effect until the situation surrounding this security normalizes substantially.

Therefore, (and as always), check additional sources and available information regarding FRE before making an investment decision.

Ockham's Rating/Recommendation Summary

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FRE Revenue

For a long time, value investors have used the current share price relative to sales per share levels as an important valuation tool. We utilize a historical weighted average methodology that treats recent years more importantly in the calculation. When looking at FRE through this framework, we can see that our weighted average historical high and low Price to Sales per share ratios over the last 10 years are 0.95x and 0.57x respectively.

Utilizing this range we can see that FRE’s current Price to Sales per share ratio of 0.02x is significantly below its average levels historically. In fact, with a current price of $1.29, FRE is a full 98% below its average Price to Sales ratio at comparable sales levels. This is a rare occurrence and, when taken in context of the other areas of our analysis, can be a strong positive for our outlook for FRE.

FRE Cash Earnings

When reviewing a company and their prospects for success, it is necessary to analyze their ability to generate positive Cash Earnings. This is a vital component to our analysis, because as a long term investment research firm, there are few factors more closely tied to the valuation of a company as Cash Earnings. In the case of FRE, it appears that either the current estimate for Cash Earnings is negative or FRE is not likely to generate positive Cash Earnings based upon their prior performance in the last several quarters. Remember that Cash Earnings is not the only way to value a company's potential, but in our analysis it is the most important. Thus, for our analysis FRE receives a negative score from a Cash perspective. At Ockham, we are fond of saying "Cash is King," and in this case the company is not generating any. If a company is not able to generate a profit then there is no reason to invest in them. Unless of course you believe in the story, and hope it will eventually lead to a profitable enterprise.

FRE Dividends

When determining a company's future prospects for success, Ockham Research sees analysis of dividend payments as a key additional factor. Even though it isn't imperative for FRE to shell out a dividend in order to receive a positive rating, it can be helpful to further our analysis.

Peer Comparison

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Freddie Mac Industry Grouping

(3/12/2010)
Company Ticker Market Cap (Ml) Latest
Price
Price/Cash Earnings Price/Sales 5-Yr. Rev.
Growth Rate
5-Yr.
Avg. ROE.
Current 10-Yr. Range* Current 10-Yr. Range*
Peer Company Averages (not including FRE) 41.43 3.89 » 84.04 3.68 1.03 » 7.81 17.41% 11.84%
*10 year range does not include current year values
Capstead Mortgage Corp. CMO $896.8 Million $12.94 8.24 2.50 » 125.75 2.85 0.49 » 3.47 25.25% 16.14%
Medical Properties Trust, Inc. MPW $889.4 Million $11.06 24.58 5.96 » 24.49 6.87 1.66 » 13.05 61.46% 6.66%
Colonial Properties Trust CLP $888.3 Million $13.30 120.91 2.91 » 55.38 2.21 0.44 » 3.82 3.24% 12.21%
Freddie Mac FRE $836.4 Million $1.29 -1.00 3.66 » 25.25 0.02 0.00 » 1.57 5.45% 4.13%
Cousins Properties Inc. CUZ $800.4 Million $8.00 47.06 3.34 » 195.20 3.46 1.76 » 11.82 -12.80% 17.56%
Anworth Mortgage Asset Corp. ANH $786.8 Million $6.74 6.36 4.73 » 19.37 3.00 0.78 » 6.88 9.88% 6.61%
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The Latest Financial News
The most recent Stocks on Financial TV & Blogs from impactful financial news sources
7:41A, Mar. 11,2010 FRE $1.31 Freddie Mac
Inside Track With Deidre Bolton and Erik Schatzker

See More News on FRE from Inside Track With Deidre Bolton and Erik Schatzker

The latest news from business television and influential blogs is always available through Ockham's RazorWire, and this news is in relation to Freddie Mac.

Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Inside Track With Deidre Bolton and Erik Schatzker said about FREDDIE MAC

Learn About RazorWire?
7:24A, Mar. 11,2010 FRE $1.31 Freddie Mac
Squawk Box

FRE Gets Mentioned in the Financial Media

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on FRE from Squawk Box.

Take notice of the news on this stock because it is up $0.09 since the close of trading yesterday. The Ockham valuation currently has a Fairly Valued stance on FRE because it trades within the price range that we would expect given current market conditions and fundamentals. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Freddie Mac has actually sunk a bit in comparison to the others. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see Freddie Mac underperforming.

“… As you know, certain sectors of the market, specifically the reits, fannie mae, FREDDIE MAC, citi, they've had some upside buys to them. …”

3:28P, Mar. 10,2010 FRE $1.31 Freddie Mac
Closing Bell

News Developing on Closing Bell for FRE

As always, the latest news on FRE is available to Ockham clients through RazorWire, and it was mentioned recently on Closing Bell.

Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Closing Bell said about FREDDIE MAC

Learn About RazorWire?
12:00P, Mar. 10,2010 FRE $1.30 Freddie Mac
WSJ Marketbeat

Freddie Mac Was Talked About by WSJ Marketbeat

Staying informed on the news is invaluable for investors, and RazorWire has captured a recently discussion on FRE from WSJ Marketbeat.

Take notice of the news on this stock because it is up $0.11 since the close of trading yesterday. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Freddie Mac has actually sunk a bit in comparison to the others. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see Freddie Mac underperforming. The Ockham valuation currently has a Fairly Valued stance on FRE because it trades within the price range that we would expect given current market conditions and fundamentals. But as the price has risen in the last week, we have begun to look slightly less favorably on the valuation.

“… For comparison, shares of Citigroup are currently 1.7% short. Shares of Fannie Mae are 11% short and FREDDIE MAC is 11.8% …”

5:12P, Mar. 09,2010 FRE $1.27 Freddie Mac
Fast Money

FRE Having an Active Day in News, Now on Fast Money

We are observing a lot of attention being paid to FRE in the news, so if you hold the stock you may want to take a look at what is going on.

While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. Freddie Mac receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. We noticed recently that in comparison to all other stocks we analyze in the news; FRE has received less coverage from the financial media in business television and blogs.

“… the only reason fannie mae and FREDDIE MAC is there is because it was guaranteed. They quickly sent the treasury official out to say, no, you have all the protection of the u. ... …”

5:11P, Mar. 09,2010 FRE $1.27 Freddie Mac
Taking Stock

More News Than Normal on FRE from Taking Stock

Something important is going on with FRE today, as it is getting a lot of attention on business television and influential blogs.

Freddie Mac receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. We noticed recently that in comparison to all other stocks we analyze in the news; FRE has received less coverage from the financial media in business television and blogs.

“… Scott, we talk about the spread and the yields you get of agency backed paper, like fannie mae and FREDDIE MAC, this would collapse, does that make sense? > > …”

5:11P, Mar. 09,2010 FRE $1.27 Freddie Mac
Fast Money

FRE News Mentioned on Fast Money Recently

News has broken via the television and viral blogs regarding FRE, so investors should take an interest in learning what was said.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, FRE has been less covered in the news compared to the rest of our universe of stocks. The crowd at The Motley Fool does not like FRE and believes that it will Underperform. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on FRE.

“… If you think about it between fannie mae, FREDDIE MAC, citien and aig, it is short. Tim my geithner probably feels good. > > a lot of speculation. > > …”

4:03P, Mar. 09,2010 FRE $1.26 Freddie Mac
Closing Bell

Closing Bell Mentioned Sentiment on Freddie Mac Recently

Closing Bell talked about the sentiment surrounding FRE and the way they are perceived in the marketplace.

Freddie Mac receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals. We noticed recently that in comparison to all other stocks we analyze in the news; FRE has received less coverage from the financial media in business television and blogs. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform.

“… Big volume, the financial stocks, we saw good volume in fannie mae, FREDDIE MAC and aig. There were vague rumors that there may be some attempt by the government to restrict ... …”

3:53P, Mar. 09,2010 FRE $1.28 Freddie Mac
Street Smart With Carol Massar and Matt Miller

Street Smart With Carol Massar and Matt Miller: What is Happening with Freddie Mac Now?

As always, the latest news on FRE is available to Ockham clients through RazorWire, and it was mentioned recently on Street Smart With Carol Massar and Matt Miller.

We noticed recently that in comparison to all other stocks we analyze in the news; FRE has received less coverage from the financial media in business television and blogs. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. Freddie Mac receives our Fairly Valued rating in our latest report because the current price does not seem out of line with the fundamentals.

“… With stocks such as fannie mae and FREDDIE MAC and aig higher, I would almost be tempted to suggest that we are seeing a bit of a short-covering rally. …”

3:03P, Mar. 09,2010 FRE $1.32 Freddie Mac
Closing Bell

The Latest News for FRE Was Just on Closing Bell

As always, the latest news on FRE is available to Ockham clients through RazorWire, and it was mentioned recently on Closing Bell.

The crowd at The Motley Fool does not like FRE and believes that it will Underperform. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on FRE. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, FRE has been less covered in the news compared to the rest of our universe of stocks.

“… We saw nice moves with aig, fannie mae and FREDDIE MAC. Intraday charts. Bottom line here is they are coming down off those highs as a lot of the traders realize the rumors ... …”

View All Freddie Mac Stock News

Key Fundamentals

FRE - Freddie Mac Fundamentals
Price (3/12 7:59PM) $1.29
Volume (3/12 7:59PM) 11.3 Million
Last Close Price $1.30
10 Day Average Volume 16.4 Million
13 Week Price Range $1.12 - $1.71
52 Week Price Range $0.53 - $2.50
LTM Revenue $42.6 Billion
 
Shares Outstanding (12/2009) 648.4 Million
Market Capitalization $836.4 Million
Shares Held By Institutions 129.7 Million
Institutional Holders 204
% Shares Held By Institutions 20%
Earnings Per Share (EPS) ($7.89)
P/E Ratio n/a
Book Value Per Share
 
Gross Margin n/a%
Annual Dividend 0.00
Dividend Yield 0.00%
Beta 3.07
Fiscal Year Ends December

About Freddie Mac

Freddie Mac is considered to operate in the Financial sector. They specifically operate in the Mortgage Investment business segment contained within the Real Estate industry.

The Company was established to provide liquidity, stability and affordability to the nation's residential mortgage markets. It supports communities across the nation by providing mortgage capital to lenders.