POLENERGIA (Germany) Performance
| 06Y Stock | EUR 15.90 0.40 2.45% |
The company holds a Beta of 0.46, which implies possible diversification benefits within a given portfolio. As returns on the market increase, POLENERGIA's returns are expected to increase less than the market. However, during the bear market, the loss of holding POLENERGIA is expected to be smaller as well. At this point, POLENERGIA SA ZY has a negative expected return of -0.0169%. Please make sure to check POLENERGIA's coefficient of variation, jensen alpha, and the relationship between the downside deviation and information ratio , to decide if POLENERGIA SA ZY performance from the past will be repeated at future time.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days POLENERGIA SA ZY has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, POLENERGIA is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
POLENERGIA |
POLENERGIA Relative Risk vs. Return Landscape
If you would invest 1,630 in POLENERGIA SA ZY on December 5, 2024 and sell it today you would lose (40.00) from holding POLENERGIA SA ZY or give up 2.45% of portfolio value over 90 days. POLENERGIA SA ZY is currently producing negative expected returns and takes up 2.2686% volatility of returns over 90 trading days. Put another way, 20% of traded stocks are less volatile than POLENERGIA, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
POLENERGIA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for POLENERGIA's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as POLENERGIA SA ZY, and traders can use it to determine the average amount a POLENERGIA's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0074
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| Negative Returns | 06Y |
Estimated Market Risk
| 2.27 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average POLENERGIA is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of POLENERGIA by adding POLENERGIA to a well-diversified portfolio.
POLENERGIA Fundamentals Growth
POLENERGIA Stock prices reflect investors' perceptions of the future prospects and financial health of POLENERGIA, and POLENERGIA fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on POLENERGIA Stock performance.
| Return On Equity | 0.0508 | |||
| Return On Asset | 0.0203 | |||
| Profit Margin | 0.02 % | |||
| Shares Outstanding | 66.8 M | |||
| Debt To Equity | 0.79 % | |||
| Earnings Per Share | 0.30 X | |||
About POLENERGIA Performance
By analyzing POLENERGIA's fundamental ratios, stakeholders can gain valuable insights into POLENERGIA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if POLENERGIA has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if POLENERGIA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Polenergia S.A., together with its subsidiaries, generates, distributes, and trades in electricity in Poland. Polenergia S.A. is a subsidiary of Mansa Investments Sp. z o.o. POLENERGIA operates under UtilitiesIndependent Power Producers classification in Germany and is traded on Frankfurt Stock Exchange. It employs 172 people.Things to note about POLENERGIA SA ZY performance evaluation
Checking the ongoing alerts about POLENERGIA for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for POLENERGIA SA ZY help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| POLENERGIA SA ZY generated a negative expected return over the last 90 days | |
| About 75.0% of the company shares are owned by insiders or employees |
- Analyzing POLENERGIA's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether POLENERGIA's stock is overvalued or undervalued compared to its peers.
- Examining POLENERGIA's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating POLENERGIA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of POLENERGIA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of POLENERGIA's stock. These opinions can provide insight into POLENERGIA's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for POLENERGIA Stock analysis
When running POLENERGIA's price analysis, check to measure POLENERGIA's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy POLENERGIA is operating at the current time. Most of POLENERGIA's value examination focuses on studying past and present price action to predict the probability of POLENERGIA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move POLENERGIA's price. Additionally, you may evaluate how the addition of POLENERGIA to your portfolios can decrease your overall portfolio volatility.
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