(ESG) FlexShares STOXX US ESG - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US33939L6965 • Large Blend
ESG: Stocks, Bonds, US, Equities
The FlexShares STOXX US ESG Select Index Fund (BATS:ESG) is an ETF designed to track the performance of companies that excel in Environmental, Social, and Governance (ESG) criteria relative to the STOXX Global 1800 Index. This index is a market-capitalization-weighted benchmark of U.S. and international companies. The fund invests at least 80% of its assets in these securities, aligning with the growing interest in sustainable investing. For more details, visit http://www.flexshares.com.
With a moderate average volume of 4,530 shares over 20 days, the fund offers accessibility without high liquidity demands. Currently priced at $138.56, it shows an upward trend, as indicated by its SMA200 of $134.37. The low ATR of 1.22 suggests stability, appealing to risk-averse investors. The funds AUM of $130.38M reflects a solid base in the ESG sector, which is gaining traction due to increasing demand for ethical investments.
3-Month Forecast: - Technical Outlook: The fund is likely to maintain its uptrend, supported by the SMA200. The low ATR indicates continued stability. - Fundamental Outlook: Expect moderate inflows driven by sustained interest in ESG investing, potentially boosting AUM and liquidity.Additional Sources for ESG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
ESG ETF Overview
| Market Cap in USD | 135m |
| Category | Large Blend |
| TER | 0.32% |
| IPO / Inception | 2016-07-13 |
ESG ETF Ratings
| Growth 5y | 84.1% |
| Fundamental | - |
| Dividend | 50.9% |
| Rel. Strength | -0.51 |
| Analysts | - |
| Fair Price Momentum | 137.00 USD |
| Fair Price DCF | - |
ESG Dividends
| Dividend Yield 12m | 1.00% |
| Yield on Cost 5y | 2.25% |
| Annual Growth 5y | 5.97% |
| Payout Consistency | 97.3% |
ESG Growth Ratios
| Growth Correlation 3m | -34% |
| Growth Correlation 12m | 88.8% |
| Growth Correlation 5y | 83.1% |
| CAGR 5y | 17.64% |
| CAGR/Max DD 5y | 0.68 |
| Sharpe Ratio 12m | 1.87 |
| Alpha | -0.78 |
| Beta | 1.020 |
| Volatility | 17.92% |
| Current Volume | 1.8k |
| Average Volume 20d | 2.4k |
As of March 31, 2025, the stock is trading at USD 133.68 with a total of 1,800 shares traded.
Over the past week, the price has changed by -2.71%, over one month by -4.80%, over three months by -3.20% and over the past year by +7.22%.
Yes. Based on ValueRay Analyses, FlexShares STOXX US ESG (BATS:ESG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 84.11 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ESG as of March 2025 is 137.00. This means that ESG is currently overvalued and has a potential downside of 2.48%.
FlexShares STOXX US ESG has no consensus analysts rating.
According to ValueRays Forecast Model, ESG FlexShares STOXX US ESG will be worth about 152.5 in March 2026. The stock is currently trading at 133.68. This means that the stock has a potential upside of +14.04%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 152.5 | 14% |