Investment Analysis

Market Capitalization (Market Cap)

The total value of a company's outstanding shares, calculated by multiplying share price by the number of shares.

Also known as: market capitalization, market value

What You Need to Know

Market cap tells you how much the entire company is worth according to the stock market. It's the price tag if you wanted to buy every single share.

The Formula: Market Cap = Share Price × Number of Outstanding Shares

Example:

  • Apple: 15.5 billion shares × $180/share = $2.79 trillion market cap

The Categories:

Large-Cap ($10B+):

  • Examples: Apple, Microsoft, Amazon
  • Pros: Stable, established, lower risk
  • Cons: Slower growth potential

Mid-Cap ($2B-$10B):

  • Examples: Zoom, Etsy, Datadog
  • Pros: Growth potential with some stability
  • Cons: More volatile than large-cap

Small-Cap ($300M-$2B):

  • Examples: Many regional banks, biotech startups
  • Pros: High growth potential
  • Cons: High risk, can go bankrupt

Micro-Cap (under $300M):

  • Pros: Massive upside potential
  • Cons: Extreme volatility, liquidity issues

Why It Matters: Market cap affects your portfolio's risk level. A portfolio of 100% small-cap stocks is far riskier than 100% large-cap. Most financial advisors recommend a mix across all sizes for diversification.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • investor.gov

    https://www.investor.gov/introduction-investing/investing-basics/glossary/market-capitalization

Put your knowledge into action with these interactive tools:

Market Capitalization: Company Size Matters