Equatorial Energia (Brazil) Performance
| EQTL3 Stock | BRL 32.62 0.15 0.46% |
On a scale of 0 to 100, Equatorial Energia holds a performance score of 11. The firm shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Equatorial Energia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equatorial Energia is expected to be smaller as well. Please check Equatorial Energia's maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to make a quick decision on whether Equatorial Energia's price patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equatorial Energia SA are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Equatorial Energia unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 2.2 B | |
| Total Cashflows From Investing Activities | -4.7 B |
Equatorial |
Equatorial Energia Relative Risk vs. Return Landscape
If you would invest 2,878 in Equatorial Energia SA on December 19, 2024 and sell it today you would earn a total of 384.00 from holding Equatorial Energia SA or generate 13.34% return on investment over 90 days. Equatorial Energia SA is generating 0.2293% of daily returns and assumes 1.6387% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Equatorial, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Equatorial Energia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equatorial Energia's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equatorial Energia SA, and traders can use it to determine the average amount a Equatorial Energia'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 = 0.1399
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | EQTL3 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.64 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Equatorial Energia is performing at about 11% 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 Equatorial Energia by adding it to a well-diversified portfolio.
Equatorial Energia Fundamentals Growth
Equatorial Stock prices reflect investors' perceptions of the future prospects and financial health of Equatorial Energia, and Equatorial Energia 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 Equatorial Stock performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0593 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.22 % | |||
| Current Valuation | 52.25 B | |||
| Shares Outstanding | 1.1 B | |||
| Price To Earning | 8.20 X | |||
| Price To Book | 1.77 X | |||
| Price To Sales | 1.06 X | |||
| Revenue | 23.61 B | |||
| EBITDA | 5.6 B | |||
| Cash And Equivalents | 2.8 B | |||
| Cash Per Share | 8.27 X | |||
| Total Debt | 21.85 B | |||
| Debt To Equity | 1.42 % | |||
| Book Value Per Share | 14.80 X | |||
| Cash Flow From Operations | 1.3 B | |||
| Earnings Per Share | 2.32 X | |||
| Total Asset | 61.71 B | |||
About Equatorial Energia Performance
Assessing Equatorial Energia's fundamental ratios provides investors with valuable insights into Equatorial Energia's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Equatorial Energia 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.
Equatorial Energia S.A., through its subsidiaries, generates, transmits, and distributes electricity in Brazil. The company is was founded in 1958 and is based in Braslia, Brazil. EQUATORIAL operates under UtilitiesRegulated Electric classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about Equatorial Energia performance evaluation
Checking the ongoing alerts about Equatorial Energia for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equatorial Energia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 81.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Equatorial Energia'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 Equatorial Energia's stock is overvalued or undervalued compared to its peers.
- Examining Equatorial Energia'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 Equatorial Energia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equatorial Energia's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equatorial Energia's stock. These opinions can provide insight into Equatorial Energia's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Equatorial Stock Analysis
When running Equatorial Energia's price analysis, check to measure Equatorial Energia'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 Equatorial Energia is operating at the current time. Most of Equatorial Energia's value examination focuses on studying past and present price action to predict the probability of Equatorial Energia's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equatorial Energia's price. Additionally, you may evaluate how the addition of Equatorial Energia to your portfolios can decrease your overall portfolio volatility.