Heidelberg Materials (Germany) Performance
| HEI Stock | EUR 119.20 1.15 0.96% |
On a scale of 0 to 100, Heidelberg Materials holds a performance score of 14. The company retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heidelberg Materials' returns are expected to increase less than the market. However, during the bear market, the loss of holding Heidelberg Materials is expected to be smaller as well. Please check Heidelberg Materials' standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to make a quick decision on whether Heidelberg Materials' current trending patterns will revert.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Heidelberg Materials AG are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Heidelberg Materials reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 2.9 B | |
| Total Cashflows From Investing Activities | 619.8 M | |
| Free Cash Flow | 976.5 M |
Heidelberg |
Heidelberg Materials Relative Risk vs. Return Landscape
If you would invest 9,898 in Heidelberg Materials AG on September 23, 2024 and sell it today you would earn a total of 2,022 from holding Heidelberg Materials AG or generate 20.43% return on investment over 90 days. Heidelberg Materials AG is currently producing 0.2937% returns and takes up 1.5458% volatility of returns over 90 trading days. Put another way, 13% of traded stocks are less volatile than Heidelberg, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Heidelberg Materials Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heidelberg Materials' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heidelberg Materials AG, and traders can use it to determine the average amount a Heidelberg Materials' 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 = 0.19
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HEI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.55 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Heidelberg Materials 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 Heidelberg Materials by adding it to a well-diversified portfolio.
Heidelberg Materials Fundamentals Growth
Heidelberg Stock prices reflect investors' perceptions of the future prospects and financial health of Heidelberg Materials, and Heidelberg Materials 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 Heidelberg Stock performance.
| Return On Equity | 0.1 | |||
| Return On Asset | 0.0413 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.10 % | |||
| Current Valuation | 17.1 B | |||
| Shares Outstanding | 193.09 M | |||
| Price To Earning | 11.53 X | |||
| Price To Book | 0.62 X | |||
| Price To Sales | 0.50 X | |||
| Revenue | 18.72 B | |||
| EBITDA | 4.38 B | |||
| Cash And Equivalents | 2.6 B | |||
| Cash Per Share | 13.10 X | |||
| Total Debt | 5.67 B | |||
| Debt To Equity | 65.20 % | |||
| Book Value Per Share | 88.89 X | |||
| Cash Flow From Operations | 2.4 B | |||
| Earnings Per Share | 8.11 X | |||
| Total Asset | 33.71 B | |||
| Retained Earnings | 8.67 B | |||
| Current Asset | 7.81 B | |||
| Current Liabilities | 8.67 B | |||
About Heidelberg Materials Performance
By analyzing Heidelberg Materials' fundamental ratios, stakeholders can gain valuable insights into Heidelberg Materials' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heidelberg Materials 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 Heidelberg Materials has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
HeidelbergCement AG produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide. HeidelbergCement AG was founded in 1873 and is headquartered in Heidelberg, Germany. HEIDELBERGCEMENT operates under Building Materials classification in Germany and is traded on Frankfurt Stock Exchange. It employs 579 people.Things to note about Heidelberg Materials performance evaluation
Checking the ongoing alerts about Heidelberg Materials for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heidelberg Materials help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has €5.67 Billion in debt which may indicate that it relies heavily on debt financing | |
| About 28.0% of the company shares are held by company insiders |
- Analyzing Heidelberg Materials' 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 Heidelberg Materials' stock is overvalued or undervalued compared to its peers.
- Examining Heidelberg Materials' 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 Heidelberg Materials' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heidelberg Materials' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heidelberg Materials' stock. These opinions can provide insight into Heidelberg Materials' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heidelberg Stock analysis
When running Heidelberg Materials' price analysis, check to measure Heidelberg Materials' 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 Heidelberg Materials is operating at the current time. Most of Heidelberg Materials' value examination focuses on studying past and present price action to predict the probability of Heidelberg Materials' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heidelberg Materials' price. Additionally, you may evaluate how the addition of Heidelberg Materials to your portfolios can decrease your overall portfolio volatility.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |