Grupo Herdez (Mexico) Performance
| HERDEZ Stock | MXN 52.24 1.46 2.72% |
Grupo Herdez has a performance score of 2 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Grupo Herdez are expected to decrease at a much lower rate. During the bear market, Grupo Herdez is likely to outperform the market. Grupo Herdez SAB right now retains a risk of 1.89%. Please check out Grupo Herdez skewness, day typical price, and the relationship between the downside variance and daily balance of power , to decide if Grupo Herdez will be following its current trending patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Grupo Herdez SAB are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Grupo Herdez is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 3.7 B | |
| Total Cashflows From Investing Activities | 15.3 M |
Grupo |
Grupo Herdez Relative Risk vs. Return Landscape
If you would invest 5,068 in Grupo Herdez SAB on September 24, 2024 and sell it today you would earn a total of 156.00 from holding Grupo Herdez SAB or generate 3.08% return on investment over 90 days. Grupo Herdez SAB is generating 0.0663% of daily returns and assumes 1.8905% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than Grupo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Grupo Herdez Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Grupo Herdez's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Grupo Herdez SAB, and traders can use it to determine the average amount a Grupo Herdez'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 = 0.0351
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | HERDEZ | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.89 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Grupo Herdez is performing at about 2% 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 Grupo Herdez by adding it to a well-diversified portfolio.
Grupo Herdez Fundamentals Growth
Grupo Stock prices reflect investors' perceptions of the future prospects and financial health of Grupo Herdez, and Grupo Herdez 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 Grupo Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0608 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 22.09 B | |||
| Shares Outstanding | 335.49 M | |||
| Price To Earning | 19.57 X | |||
| Price To Book | 2.19 X | |||
| Price To Sales | 0.45 X | |||
| Revenue | 26.15 B | |||
| EBITDA | 4.89 B | |||
| Cash And Equivalents | 5.13 B | |||
| Cash Per Share | 15.30 X | |||
| Total Debt | 9.22 B | |||
| Debt To Equity | 0.80 % | |||
| Book Value Per Share | 19.19 X | |||
| Cash Flow From Operations | 1.31 B | |||
| Earnings Per Share | 2.01 X | |||
| Total Asset | 35.97 B | |||
About Grupo Herdez Performance
By analyzing Grupo Herdez's fundamental ratios, stakeholders can gain valuable insights into Grupo Herdez's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Grupo Herdez 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 Grupo Herdez has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Grupo Herdez, S.A.B. de C.V., a food company, engages in the manufacture, purchase, distribution, and marketing of canned and packed food products in Mexico and internationally. Grupo Herdez, S.A.B. de C.V. is a subsidiary of Hechos Con Amor S.A. de C.V. GRUPO HERDEZ operates under Packaged Foods classification in Mexico and is traded on Mexico Stock Exchange. It employs 10722 people.Things to note about Grupo Herdez SAB performance evaluation
Checking the ongoing alerts about Grupo Herdez for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Grupo Herdez SAB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 56.0% of the company shares are held by company insiders |
- Analyzing Grupo Herdez'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 Grupo Herdez's stock is overvalued or undervalued compared to its peers.
- Examining Grupo Herdez'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 Grupo Herdez's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Grupo Herdez's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Grupo Herdez's stock. These opinions can provide insight into Grupo Herdez's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Grupo Stock analysis
When running Grupo Herdez's price analysis, check to measure Grupo Herdez'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 Grupo Herdez is operating at the current time. Most of Grupo Herdez's value examination focuses on studying past and present price action to predict the probability of Grupo Herdez's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Grupo Herdez's price. Additionally, you may evaluate how the addition of Grupo Herdez to your portfolios can decrease your overall portfolio volatility.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |