Varta AG (Germany) Performance

VAR1 Stock   1.51  0.01  0.67%   
The entity has a beta of 1.24, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Varta AG will likely underperform. At this point, Varta AG has a negative expected return of -1.8%. Please make sure to validate Varta AG's value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to decide if Varta AG performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Varta AG has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in February 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
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JavaScript chart by amCharts 3.21.15Varta AG Varta AG Dividend Benchmark Dow Jones Industrial
Begin Period Cash Flow121.9 M
Total Cashflows From Investing Activities-179.3 M
  

Varta AG Relative Risk vs. Return Landscape

If you would invest  557.00  in Varta AG on October 14, 2024 and sell it today you would lose (406.00) from holding Varta AG or give up 72.89% of portfolio value over 90 days. Varta AG is generating negative expected returns and assumes 7.4899% volatility on return distribution over the 90 days horizon. Simply put, 66% of stocks are less volatile than Varta, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Varta AG is expected to under-perform the market. In addition to that, the company is 9.15 times more volatile than its market benchmark. It trades about -0.24 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.05 per unit of volatility.

Varta AG Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Varta AG's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Varta AG, and traders can use it to determine the average amount a Varta AG'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 = -0.24

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Estimated Market Risk

 7.49
  actual daily
66
66% of assets are less volatile

Expected Return

 -1.8
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.24
  actual daily
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Most of other assets perform better
Based on monthly moving average Varta AG 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 Varta AG by adding Varta AG to a well-diversified portfolio.

Varta AG Fundamentals Growth

Varta Stock prices reflect investors' perceptions of the future prospects and financial health of Varta AG, and Varta AG 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 Varta Stock performance.

About Varta AG Performance

By analyzing Varta AG's fundamental ratios, stakeholders can gain valuable insights into Varta AG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Varta AG 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 Varta AG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.

Things to note about Varta AG performance evaluation

Checking the ongoing alerts about Varta AG for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Varta AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Varta AG generated a negative expected return over the last 90 days
Varta AG has high historical volatility and very poor performance
Varta AG may become a speculative penny stock
About 55.0% of the company outstanding shares are owned by insiders
Evaluating Varta AG's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Varta AG's stock performance include:
  • Analyzing Varta AG'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 Varta AG's stock is overvalued or undervalued compared to its peers.
  • Examining Varta AG'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 Varta AG's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Varta AG's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Varta AG's stock. These opinions can provide insight into Varta AG's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Varta AG's stock performance is not an exact science, and many factors can impact Varta AG's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Varta Stock analysis

When running Varta AG's price analysis, check to measure Varta AG'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 Varta AG is operating at the current time. Most of Varta AG's value examination focuses on studying past and present price action to predict the probability of Varta AG's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Varta AG's price. Additionally, you may evaluate how the addition of Varta AG to your portfolios can decrease your overall portfolio volatility.
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