Energisa (Brazil) Performance
| ENGI3 Stock | BRL 10.98 0.20 1.79% |
The firm shows a Beta (market volatility) of -0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Energisa are expected to decrease at a much lower rate. During the bear market, Energisa is likely to outperform the market. At this point, Energisa SA has a negative expected return of -0.35%. Please make sure to confirm Energisa's jensen alpha, treynor ratio, and the relationship between the standard deviation and total risk alpha , to decide if Energisa SA 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 Energisa SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -2.8 B |
Energisa |
Energisa Relative Risk vs. Return Landscape
If you would invest 1,404 in Energisa SA on September 14, 2024 and sell it today you would lose (286.00) from holding Energisa SA or give up 20.37% of portfolio value over 90 days. Energisa SA is generating negative expected returns and assumes 1.7802% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Energisa, 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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Energisa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energisa's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Energisa SA, and traders can use it to determine the average amount a Energisa'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 = -0.1972
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| Negative Returns | ENGI3 |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Energisa 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 Energisa by adding Energisa to a well-diversified portfolio.
Energisa Fundamentals Growth
Energisa Stock prices reflect investors' perceptions of the future prospects and financial health of Energisa, and Energisa 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 Energisa Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.0655 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | 40.98 B | |||
| Shares Outstanding | 800.14 M | |||
| Price To Earning | 14.51 X | |||
| Price To Book | 2.31 X | |||
| Price To Sales | 0.70 X | |||
| Revenue | 26.8 B | |||
| EBITDA | 6.46 B | |||
| Cash And Equivalents | 435.34 M | |||
| Cash Per Share | 2.29 X | |||
| Total Debt | 19.31 B | |||
| Debt To Equity | 2.06 % | |||
| Book Value Per Share | 5.73 X | |||
| Cash Flow From Operations | 881.74 M | |||
| Earnings Per Share | 1.27 X | |||
| Total Asset | 54.77 B | |||
About Energisa Performance
Assessing Energisa's fundamental ratios provides investors with valuable insights into Energisa's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Energisa is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Energisa S.A., through its subsidiaries, operates as an energy distribution company in Brazil. Energisa S.A. was founded in 1905 and is based in Cataguases, Brazil. ENERGISA operates under UtilitiesRenewable classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 15042 people.Things to note about Energisa SA performance evaluation
Checking the ongoing alerts about Energisa for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Energisa SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Energisa SA generated a negative expected return over the last 90 days | |
| About 68.0% of the company shares are held by company insiders |
- Analyzing Energisa'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 Energisa's stock is overvalued or undervalued compared to its peers.
- Examining Energisa'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 Energisa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energisa's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Energisa's stock. These opinions can provide insight into Energisa's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Energisa Stock Analysis
When running Energisa's price analysis, check to measure Energisa'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 Energisa is operating at the current time. Most of Energisa's value examination focuses on studying past and present price action to predict the probability of Energisa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energisa's price. Additionally, you may evaluate how the addition of Energisa to your portfolios can decrease your overall portfolio volatility.