Investing Basics: Mid-Cap Stocks

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Investing basics: Via ForbesAdvisor

Market capitalization, or market cap, is a formula for calculating a company’s value in the stock market. Market cap is equal to the price of a company’s stock multiplied by the number of shares outstanding. A company with 100 shares outstanding each worth $100, for example, would have a market cap of $10,000 .

Information on share value and total number of outstanding shares is available for all publicly traded companies. Most stock research tools also indicate what kind of market capitalization a company has. Even though a company’s size doesn’t tell you everything you need to know about its stock, stocks of similar sizes do tend to share many characteristics. That’s why it can be useful to divvy up the stock market into large-, mid- and small-cap categories. Market cap also comes in handy for a few reasons:Index providers use market cap data to decide which companies will be included in major benchmarks.

Mid-cap companies typically have a market value that ranges from approximately $2 billion to $10 billion. These companies usually have an established business model and foothold in their respective industries and may experience rapid growth as they expand market share. They often are the target of mergers or acquisitions by large-cap companies. However, the mid-cap category also includes former large-cap companies that have fallen in size and dominance.

In terms of their investing attributes, mid-cap stocks typically are less risky, experience less volatility and may have less growth potential than small-caps—but they are more risky, experience more volatility and have higher potential gains than large-cap stocks.tracks the performance of 400 mid-sized U.S. companies with valuations between about $2 billion and $8 billion. As of September 2021, the median market cap of companies in this benchmark was nearly $5.5 billion.

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