Esfera Robotics (Germany) Manager Performance Evaluation
| 0P00017QSQ | EUR 348.48 1.99 0.57% |
The fund shows a Beta (market volatility) of 0.67, which means possible diversification benefits within a given portfolio. As returns on the market increase, Esfera Robotics' returns are expected to increase less than the market. However, during the bear market, the loss of holding Esfera Robotics is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Esfera Robotics R are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, Esfera Robotics sustained solid returns over the last few months and may actually be approaching a breakup point.
...more| Fifty Two Week Low | 155.23 | |
| Fifty Two Week High | 270.45 |
Esfera |
Esfera Robotics Relative Risk vs. Return Landscape
If you would invest 30,578 in Esfera Robotics R on September 23, 2024 and sell it today you would earn a total of 4,270 from holding Esfera Robotics R or generate 13.96% return on investment over 90 days. Esfera Robotics R is generating 0.2073% of daily returns and assumes 1.1026% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than Esfera, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Esfera Robotics Current Valuation
Undervalued
Today
Please note that Esfera Robotics' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Esfera Robotics R shows a prevailing Real Value of €376.15 per share. The current price of the fund is €348.48. We determine the value of Esfera Robotics R from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Since Esfera Robotics is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Esfera Fund. However, Esfera Robotics' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 348.48 | Real 376.15 | Hype 348.48 | Naive 350.37 |
The real value of Esfera Fund, also known as its intrinsic value, is the underlying worth of Esfera Robotics R Fund, which is reflected in its stock price. It is based on Esfera Robotics' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Esfera Robotics' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Esfera Robotics R helps investors to forecast how Esfera fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Esfera Robotics more accurately as focusing exclusively on Esfera Robotics' fundamentals will not take into account other important factors: Esfera Robotics Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Esfera Robotics' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Esfera Robotics R, and traders can use it to determine the average amount a Esfera Robotics' 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 = 0.188
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 0P00017QSQ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Esfera Robotics is performing at about 14% of its full potential. 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 Esfera Robotics by adding it to a well-diversified portfolio.
Esfera Robotics Fundamentals Growth
Esfera Fund prices reflect investors' perceptions of the future prospects and financial health of Esfera Robotics, and Esfera Robotics 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 Esfera Fund performance.
| Total Asset | 6.55 M | |||
About Esfera Robotics Performance
By analyzing Esfera Robotics' fundamental ratios, stakeholders can gain valuable insights into Esfera Robotics' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Esfera Robotics 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 Esfera Robotics has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Se podr invertir entre el 0-100 percent de la exposicin total en renta variable yo renta fija , no existiendo objetivo predeterminado ni lmites mximos en lo que se refiere a la distribucin de activos por tipo de emisor, ni por rating, ni duracin, ni por capitalizacin burstil, ni por divisa, ni por sector econmico, ni por pases .Se podr tener hasta un 100 percent de la exposicin total en renta fija de baja calificacin crediticia. Esfera Robotics is traded on Frankfurt Stock Exchange in Germany.Things to note about Esfera Robotics R performance evaluation
Checking the ongoing alerts about Esfera Robotics for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Esfera Robotics R help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 38.36% of its total net assets in cash |
- Analyzing Esfera Robotics' 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 Esfera Robotics' stock is overvalued or undervalued compared to its peers.
- Examining Esfera Robotics' 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 Esfera Robotics' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Esfera Robotics' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Esfera Robotics' fund. These opinions can provide insight into Esfera Robotics' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Esfera Fund
Esfera Robotics financial ratios help investors to determine whether Esfera Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Esfera with respect to the benefits of owning Esfera Robotics security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |