KGHM Polska (Germany) Performance
| KGHA Stock | EUR 28.69 1.31 4.37% |
The company secures a Beta (Market Risk) of -0.13, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning KGHM Polska are expected to decrease at a much lower rate. During the bear market, KGHM Polska is likely to outperform the market. At this point, KGHM Polska Miedz has a negative expected return of -0.23%. Please make sure to verify KGHM Polska's standard deviation, total risk alpha, maximum drawdown, as well as the relationship between the jensen alpha and treynor ratio , to decide if KGHM Polska Miedz performance from the past will be repeated in the future.
Risk-Adjusted Performance
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Over the last 90 days KGHM Polska Miedz has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Stock's technical indicators remain nearly stable which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 2.5 B | |
| Total Cashflows From Investing Activities | -2.5 B |
KGHM |
KGHM Polska Relative Risk vs. Return Landscape
If you would invest 3,412 in KGHM Polska Miedz on September 19, 2024 and sell it today you would lose (543.00) from holding KGHM Polska Miedz or give up 15.91% of portfolio value over 90 days. KGHM Polska Miedz is producing return of less than zero assuming 2.8567% volatility of returns over the 90 days investment horizon. Simply put, 25% of all stocks have less volatile historical return distribution than KGHM Polska, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
KGHM Polska Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for KGHM Polska's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as KGHM Polska Miedz, and traders can use it to determine the average amount a KGHM Polska'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 = -0.0792
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KGHA |
Estimated Market Risk
| 2.86 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average KGHM Polska 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 KGHM Polska by adding KGHM Polska to a well-diversified portfolio.
KGHM Polska Fundamentals Growth
KGHM Stock prices reflect investors' perceptions of the future prospects and financial health of KGHM Polska, and KGHM Polska 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 KGHM Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.0564 | |||
| Profit Margin | 0.20 % | |||
| Current Valuation | 6.12 B | |||
| Shares Outstanding | 200 M | |||
| Price To Earning | 26.48 X | |||
| Price To Book | 0.75 X | |||
| Price To Sales | 0.72 X | |||
| Revenue | 29.8 B | |||
| EBITDA | 10.06 B | |||
| Cash And Equivalents | 336.54 M | |||
| Cash Per Share | 1.68 X | |||
| Total Debt | 4.9 B | |||
| Debt To Equity | 0.31 % | |||
| Book Value Per Share | 29.30 X | |||
| Cash Flow From Operations | 4.27 B | |||
| Earnings Per Share | 7.05 X | |||
| Total Asset | 48.03 B | |||
About KGHM Polska Performance
By analyzing KGHM Polska's fundamental ratios, stakeholders can gain valuable insights into KGHM Polska's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if KGHM Polska 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 KGHM Polska has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
KGHM Polska Miedz S.A. mines, produces, and sells copper, precious metals, and non-ferrous metals in Poland and internationally. The company was founded in 1961 and is headquartered in Lubin, Poland. KGHM POLSKA operates under Copper classification in Germany and is traded on Frankfurt Stock Exchange. It employs 33327 people.Things to note about KGHM Polska Miedz performance evaluation
Checking the ongoing alerts about KGHM Polska for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for KGHM Polska Miedz help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| KGHM Polska Miedz generated a negative expected return over the last 90 days | |
| About 32.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing KGHM Polska'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 KGHM Polska's stock is overvalued or undervalued compared to its peers.
- Examining KGHM Polska'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 KGHM Polska's management team can have a significant impact on its success or failure. Reviewing the track record and experience of KGHM Polska's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of KGHM Polska's stock. These opinions can provide insight into KGHM Polska's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for KGHM Stock analysis
When running KGHM Polska's price analysis, check to measure KGHM Polska'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 KGHM Polska is operating at the current time. Most of KGHM Polska's value examination focuses on studying past and present price action to predict the probability of KGHM Polska's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move KGHM Polska's price. Additionally, you may evaluate how the addition of KGHM Polska to your portfolios can decrease your overall portfolio volatility.
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