Industrivarden (Sweden) Performance
| INDU-C Stock | SEK 388.70 0.10 0.03% |
On a scale of 0 to 100, Industrivarden holds a performance score of 13. The company retains a Market Volatility (i.e., Beta) of 0.49, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Industrivarden's returns are expected to increase less than the market. However, during the bear market, the loss of holding Industrivarden is expected to be smaller as well. Please check Industrivarden's semi deviation, coefficient of variation, jensen alpha, as well as the relationship between the downside deviation and standard deviation , to make a quick decision on whether Industrivarden's current trending patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Industrivarden AB ser are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Industrivarden sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Total Cashflows From Investing Activities | -2.3 B |
Industrivarden |
Industrivarden Relative Risk vs. Return Landscape
If you would invest 34,680 in Industrivarden AB ser on December 19, 2024 and sell it today you would earn a total of 4,190 from holding Industrivarden AB ser or generate 12.08% return on investment over 90 days. Industrivarden AB ser is generating 0.2037% of daily returns and assumes 1.1787% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Industrivarden, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Industrivarden Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Industrivarden's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Industrivarden AB ser, and traders can use it to determine the average amount a Industrivarden'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 = 0.1728
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | INDU-C | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Industrivarden is performing at about 13% 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 Industrivarden by adding it to a well-diversified portfolio.
Industrivarden Fundamentals Growth
Industrivarden Stock prices reflect investors' perceptions of the future prospects and financial health of Industrivarden, and Industrivarden 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 Industrivarden Stock performance.
| Return On Equity | -0.1 | |||
| Return On Asset | -0.0608 | |||
| Operating Margin | 1.01 % | |||
| Current Valuation | 124.8 B | |||
| Shares Outstanding | 171.16 M | |||
| Price To Earning | 8.87 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 3.97 X | |||
| Revenue | 26.69 B | |||
| EBITDA | 26.72 B | |||
| Cash And Equivalents | 697 M | |||
| Cash Per Share | 1.34 X | |||
| Total Debt | 5.5 B | |||
| Debt To Equity | 3.20 % | |||
| Book Value Per Share | 292.15 X | |||
| Cash Flow From Operations | 6.99 B | |||
| Earnings Per Share | (26.56) X | |||
| Total Asset | 150.75 B | |||
| Current Asset | 987 M | |||
| Current Liabilities | 6.09 B | |||
About Industrivarden Performance
By analyzing Industrivarden's fundamental ratios, stakeholders can gain valuable insights into Industrivarden's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Industrivarden 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 Industrivarden has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Aktiebolaget Industrivrden is a publicly owned investment manager. Aktiebolaget Industrivrden was founded in 1944 and is based in Stockholm, Sweden. Industrivrden operates under Financial Services classification in Sweden and is traded on Stockholm Stock Exchange.Things to note about Industrivarden AB ser performance evaluation
Checking the ongoing alerts about Industrivarden for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Industrivarden AB ser help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Industrivarden AB ser has accumulated 5.5 B in total debt with debt to equity ratio (D/E) of 3.2, implying the company greatly relies on financing operations through barrowing. Industrivarden AB ser has a current ratio of 0.61, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Industrivarden until it has trouble settling it off, either with new capital or with free cash flow. So, Industrivarden's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Industrivarden AB ser sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Industrivarden to invest in growth at high rates of return. When we think about Industrivarden's use of debt, we should always consider it together with cash and equity. | |
| About 17.0% of Industrivarden shares are held by company insiders |
- Analyzing Industrivarden'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 Industrivarden's stock is overvalued or undervalued compared to its peers.
- Examining Industrivarden'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 Industrivarden's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Industrivarden's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Industrivarden's stock. These opinions can provide insight into Industrivarden's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Industrivarden Stock analysis
When running Industrivarden's price analysis, check to measure Industrivarden'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 Industrivarden is operating at the current time. Most of Industrivarden's value examination focuses on studying past and present price action to predict the probability of Industrivarden's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Industrivarden's price. Additionally, you may evaluate how the addition of Industrivarden to your portfolios can decrease your overall portfolio volatility.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |