Compare Sarveshwar to Industrial, Hindustan, Univa, Jindal, Apex, Nalwa

Comparing Sarveshwar to Industrial, Hindustan, Univa, Jindal, Apex, Nalwa can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	SARVESHWAR	IITL	HNDFDS	UNIVAFOODS	JPOLYINVST	APEX	NSIL
SARVESHWAR		0.1	0.14	0.11	0.09	0.59	0.0	SARVESHWAR
IITL	0.1		-0.83	0.79	0.66	0.03	0.88	IITL
HNDFDS	0.14	-0.83		-0.74	-0.62	0.25	-0.88	HNDFDS
UNIVAFOODS	0.11	0.79	-0.74		0.82	0.03	0.79	UNIVAFOODS
JPOLYINVST	0.09	0.66	-0.62	0.82		0.0	0.75	JPOLYINVST
APEX	0.59	0.03	0.25	0.03	0.0		-0.02	APEX
NSIL	0.0	0.88	-0.88	0.79	0.75	-0.02		NSIL
	SARVESHWAR	IITL	HNDFDS	UNIVAFOODS	JPOLYINVST	APEX	NSIL

Click cells to compare fundamentals

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Backtest Portfolio

High positive correlations

NSIL	+ 0.88	IITL
JPOLYINVST	+ 0.82	UNIVAFOODS
UNIVAFOODS	+ 0.79	IITL
NSIL	+ 0.79	UNIVAFOODS
NSIL	+ 0.75	JPOLYINVST
JPOLYINVST	+ 0.66	IITL

High negative correlations

NSIL	- 0.88	HNDFDS
HNDFDS	- 0.83	IITL
UNIVAFOODS	- 0.74	HNDFDS
JPOLYINVST	- 0.62	HNDFDS
NSIL	- 0.02	APEX
APEX	- 0.0	JPOLYINVST

Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SARVESHWAR	2.23	(0.03)	0.00	0.37	0.00	0.00	4.95	(4.01)	14.66
IITL	1.83	0.60	0.29	5.00	1.48	(2.27)	4.81	(2.61)	8.80
HNDFDS	1.51	(0.18)	0.00	(0.37)	0.00	0.00	3.34	(3.22)	10.78
UNIVAFOODS	0.29	0.14	0.00	(0.75)	0.00	0.00	0.00	0.00	4.99
JPOLYINVST	2.21	0.22	0.09	6.50	2.12	(3.03)	5.88	(3.43)	24.47
APEX	2.11	0.06	0.02	0.19	2.55	(2.40)	4.72	(3.90)	16.45
NSIL	3.65	0.95	0.25	(1.55)	3.15	(4.56)	11.56	(5.49)	21.64

Cross Equities Net Income Analysis

Compare Sarveshwar Foods, Industrial Investment, and Hindustan Foods Net Income Over Time

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
SARVESHWAR	55 M	55 M	55 M	72.1 M	77.9 M	54.8 M	128.7 M	165.1 M	181 M	57.1 M	52.4 M	59.8 M	77.9 M	2.8 B	2.9 B
IITL	(173.1 M)	10.8 M	106 M	16.7 M	15.4 M	(75.8 M)	(258.3 M)	(437.3 M)	(462.4 M)	(395.7 M)	(420.5 M)	324.4 M	449.4 M	648.6 M	681 M
HNDFDS	(8.1 M)	(12 M)	(12 M)	25 M	25 M	14.4 M	13.4 M	62.8 M	102 M	219.1 M	372.6 M	446.6 M	711.2 M	930.2 M	976.7 M
UNIVAFOODS	14.1 M	9 M	31.2 M	(4.9 M)	(2.7 M)	537.7 K	(404.1 K)	(854 K)	(29.3 M)	500.1 K	697.8 K	(53.8 M)	(2.8 M)	(7.1 M)	(6.8 M)
JPOLYINVST	(247.9 K)	(247.9 K)	(247.9 K)	(127.6 M)	(185.3 M)	(204.5 M)	(4 B)	(5.2 B)	(2.4 B)	(1.1 B)	(310.3 M)	8 B	2.8 B	3 B	3.1 B
APEX	94.2 M	94.2 M	94.2 M	134.2 M	183.6 M	192.8 M	244 M	791 M	608 M	606.4 M	442.9 M	410.7 M	358.7 M	146 M	138.7 M
NSIL	(29 M)	186.7 M	229.4 M	285 M	120.9 M	187.6 M	187.3 M	114.1 M	780.5 M	196.1 M	430.1 M	660.7 M	909.2 M	562.7 M	370.3 M

Sarveshwar Foods, Industrial Investment, and Hindustan Foods Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	SARVESHWAR	IITL	HNDFDS	UNIVAFOODS	JPOLYINVST	APEX	NSIL
	2.57 9.47 Sarveshwar	2.81 380.65 Industrial	2.18 544.35 Hindustan	4.99 9.68 Univa	2.20 915.00 Jindal	5.13 246.84 Apex	6.15 7,688 Nalwa
Market Volatility (90 Days Market Risk)	Somewhat reliable	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Solid	Very Weak	Good	Modest	Very Weak	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Very Low	Very Small	Very Small	About Average	Low	Low	Very Small
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Cautious Hold	Cautious Hold	Strong Hold	Strong Sell	Strong Sell
Net Asset	7.91 B	4.36 B	19.25 B	290 K	27.21 B	6.33 B	145.56 B
Profit Margin	0.28 %	1.62 %	0.03 %	N/A	8.40 %	0.02 %	0.66 %
EBITDA	3.22 B	338.96 M	2.29 B	(7.09 M)	357.33 M	444.33 M	757 M
Operating Margin	0.08 %	0.79 %	0.06 %	0.18 %	0.99 %	0.04 %	0.98 %
Current Valuation	12.65 B	8.34 B	69.86 B	98.09 M	10.35 B	9.22 B	42.17 B
Price To Book	3.35 X	1.93 X	9.04 X	33.19 X	0.37 X	1.65 X	0.25 X
Retained Earnings	950.47 M	(1.01 B)	3.06 B	(434.26 M)	18.45 B	3.45 B	3.1 B
Beta	0.26	-0.19	1.0	0.15	-0.001	0.65	0.33
Number Of Employees	38	20	1.3 K	N/A	2	2.92 K	4
Shares Outstanding	978.82 M	22.55 M	114.57 M	14.32 M	10.51 M	31.25 M	5.14 M
Cash Flow From Operations	2.5 B	(448.39 M)	867.09 M	(2.27 M)	(7.17 M)	111.61 M	411.28 M
Annual Yield	N/A	N/A	N/A	N/A	N/A	0.01 %	N/A
Total Debt	2.98 B	21.96 M	7.3 B	5.1 M	269.6 M	1.07 B	79.33 M
Return On Equity	1.05	0.18	0.17	-0.93	0.12	0.0296	0.0054
Return On Asset	0.51	0.0718	0.0643	-8.11	0.0087	0.0265	0.0039
Book Value Per Share	2.83 X	194.67 X	61.51 X	(0.39) X	2,523 X	159.06 X	24,542 X
Total Asset	7.91 B	4.36 B	19.25 B	290 K	27.21 B	6.33 B	145.56 B
Target Price	N/A	N/A	N/A	N/A	N/A	390.0	N/A
Shares Owned By Institutions	N/A	0.98 %	13.28 %	N/A	N/A	2.93 %	3.15 %
Market Capitalization	9.53 B	9.17 B	65.18 B	138.64 M	9.83 B	7.42 B	42.07 B
Price To Sales	0.97 X	21.26 X	1.97 X	693.22 X	26.64 X	1.11 X	40.89 X
Net Income	2.81 B	648.62 M	930.17 M	(7.11 M)	2.96 B	145.99 M	562.74 M
Earnings Per Share	85.44 X	34.20 X	8.20 X	(0.05) X	376.00 X	4.71 X	161.93 X
Shares Owned By Insiders	53.26 %	70.26 %	69.10 %	42.69 %	80.58 %	74.84 %	77.93 %
Revenue	8.7 B	364.88 M	27.55 B	272 K	361.3 M	8.04 B	884 M
Working Capital	2.41 B	678.05 M	1.78 B	4.45 M	530 K	2.42 B	3.99 B
Cash And Equivalents	N/A	22.72 M	18.96 M	N/A	97 K	16.2 M	141.88 M
Gross Profit	643.89 M	605.82 M	1.82 B	N/A	16.06 B	3.26 B	1.27 B
Day Typical Price	9.58	383.92	547.85	9.68	928.47	251.63	7844.67
Accumulation Distribution	302235.0	1499.86	9838.15	N/A	1582.03	6265.52	2315.95
Market Facilitation Index	N/A	0.0012	0.0	N/A	0.002	2.0E-4	0.0181
Daily Balance Of Power	(0.54)	(0.41)	(0.92)	9.2 T	(0.37)	(0.75)	(0.86)
Period Momentum Indicator	(0.25)	(11.00)	(12.15)	0.46	(20.60)	(13.34)	(503.35)
Rate Of Daily Change	0.97	0.97	0.98	1.05	0.98	0.95	0.94
Day Median Price	9.63	385.55	549.6	9.68	935.2	254.02	7923.25
Price Action Indicator	(0.28)	(10.40)	(11.32)	0.23	(30.50)	(13.85)	(487.43)
Relative Strength Index	53.12	60.49	43.48	100.0	57.25	61.34	61.85
Coefficient Of Variation	(16,770)	357.5	(1,316)	570.05	1551.25	3785.63	515.09
Mean Deviation	2.23	1.83	1.51	0.2904	2.21	2.11	3.65
Jensen Alpha	(0.03)	0.6046	(0.18)	0.1441	0.2182	0.0566	0.9504
Total Risk Alpha	(0.12)	0.5423	(0.23)	0.1145	0.1142	(0.02)	0.7924
Sortino Ratio	N/A	0.2884	N/A	N/A	0.0865	0.0151	0.2455
Downside Variance	N/A	4.1	N/A	N/A	5.12	7.39	13.83
Standard Deviation	2.98	2.21	2.04	0.8534	3.55	2.82	4.87
Kurtosis	0.6571	(0.59)	1.44	30.39	14.24	0.9658	0.4962
Potential Upside	4.95	4.81	3.34	N/A	5.88	4.72	11.56
Treynor Ratio	0.3702	5.0	(0.37)	(0.75)	6.5	0.1939	(1.55)
Maximum Drawdown	14.66	8.8	10.78	4.99	24.47	16.45	21.64
Variance	8.88	4.87	4.17	0.7284	12.62	7.93	23.75
Market Risk Adjusted Performance	0.3802	5.01	(0.36)	(0.74)	6.51	0.2039	(1.54)
Risk Adjusted Performance	0.0026	0.2285	(0.05)	0.14	0.059	0.0282	0.1625
Skewness	0.5344	0.1547	0.7702	5.61	2.83	0.0566	0.7353
Semi Deviation	N/A	1.48	N/A	N/A	2.12	2.55	3.15
Information Ratio	(0.02)	0.2646	(0.09)	0.1363	0.0551	0.0145	0.1873
Value At Risk	(4.01)	(2.61)	(3.22)	N/A	(3.43)	(3.90)	(5.49)
Expected Short fall	N/A	(2.27)	N/A	N/A	(3.03)	(2.40)	(4.56)
Downside Deviation	N/A	2.03	N/A	N/A	2.26	2.72	3.72
Semi Variance	N/A	2.19	N/A	N/A	4.49	6.49	9.94

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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