Belimo Holding (Switzerland) Performance
| BEAN Stock | CHF 599.50 2.50 0.42% |
The firm shows a Beta (market volatility) of 0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Belimo Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Belimo Holding is expected to be smaller as well. At this point, Belimo Holding has a negative expected return of -0.0115%. Please make sure to confirm Belimo Holding's coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the standard deviation and total risk alpha , to decide if Belimo Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Belimo Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, Belimo Holding is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 164.9 M | |
| Total Cashflows From Investing Activities | -107.5 M |
Belimo |
Belimo Holding Relative Risk vs. Return Landscape
If you would invest 60,550 in Belimo Holding on October 3, 2024 and sell it today you would lose (600.00) from holding Belimo Holding or give up 0.99% of portfolio value over 90 days. Belimo Holding is generating negative expected returns and assumes 0.9903% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Belimo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Belimo Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Belimo Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Belimo Holding, and traders can use it to determine the average amount a Belimo Holding'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 = -0.0116
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Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 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 Belimo Holding 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 Belimo Holding by adding Belimo Holding to a well-diversified portfolio.
Belimo Holding Fundamentals Growth
Belimo Stock prices reflect investors' perceptions of the future prospects and financial health of Belimo Holding, and Belimo Holding 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 Belimo Stock performance.
| Return On Equity | 0.24 | |||
| Return On Asset | 0.15 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 5.68 B | |||
| Shares Outstanding | 12.3 M | |||
| Price To Earning | 41.58 X | |||
| Price To Book | 12.44 X | |||
| Price To Sales | 6.94 X | |||
| Revenue | 765.34 M | |||
| EBITDA | 177.56 M | |||
| Cash And Equivalents | 155.14 M | |||
| Cash Per Share | 252.28 X | |||
| Total Debt | 7.22 M | |||
| Debt To Equity | 0.30 % | |||
| Book Value Per Share | 38.20 X | |||
| Cash Flow From Operations | 153.05 M | |||
| Earnings Per Share | 9.22 X | |||
| Total Asset | 642.67 M | |||
About Belimo Holding Performance
Evaluating Belimo Holding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Belimo Holding 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 Belimo Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
BELIMO Holding AG, together with its subsidiaries, develops, produces, and markets electrical actuator solutions, valve systems, and sensors for heating, ventilation, and air conditioning systems worldwide. BELIMO Holding AG was founded in 1975 and is based in Hinwil, Switzerland. BELIMO N operates under Industrial Components classification in Switzerland and is traded on Switzerland Exchange. It employs 1640 people.Things to note about Belimo Holding performance evaluation
Checking the ongoing alerts about Belimo Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Belimo Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Belimo Holding generated a negative expected return over the last 90 days | |
| About 20.0% of the company shares are held by company insiders |
- Analyzing Belimo Holding'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 Belimo Holding's stock is overvalued or undervalued compared to its peers.
- Examining Belimo Holding'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 Belimo Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Belimo Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Belimo Holding's stock. These opinions can provide insight into Belimo Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Belimo Stock Analysis
When running Belimo Holding's price analysis, check to measure Belimo Holding'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 Belimo Holding is operating at the current time. Most of Belimo Holding's value examination focuses on studying past and present price action to predict the probability of Belimo Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Belimo Holding's price. Additionally, you may evaluate how the addition of Belimo Holding to your portfolios can decrease your overall portfolio volatility.