Bread Financial (Brazil) Performance
| A1LL34 Stock | BRL 72.97 2.53 3.35% |
The firm shows a Beta (market volatility) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bread Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bread Financial is expected to be smaller as well. At this point, Bread Financial Holdings has a negative expected return of -0.42%. Please make sure to confirm Bread Financial's standard deviation, jensen alpha, and the relationship between the coefficient of variation and information ratio , to decide if Bread Financial Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Bread Financial Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's essential indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 3.5 B | |
| Total Cashflows From Investing Activities | -1.7 B |
Bread |
Bread Financial Relative Risk vs. Return Landscape
If you would invest 9,538 in Bread Financial Holdings on December 27, 2024 and sell it today you would lose (2,241) from holding Bread Financial Holdings or give up 23.5% of portfolio value over 90 days. Bread Financial Holdings is generating negative expected returns and assumes 2.9886% volatility on return distribution over the 90 days horizon. Simply put, 26% of stocks are less volatile than Bread, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bread Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bread Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bread Financial Holdings, and traders can use it to determine the average amount a Bread Financial'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 = -0.1394
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | A1LL34 |
Estimated Market Risk
| 2.99 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.42 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bread Financial 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 Bread Financial by adding Bread Financial to a well-diversified portfolio.
Bread Financial Fundamentals Growth
Bread Stock prices reflect investors' perceptions of the future prospects and financial health of Bread Financial, and Bread Financial 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 Bread Stock performance.
| Return On Equity | 0.1 | |||
| Return On Asset | 0.0095 | |||
| Profit Margin | 0.1 % | |||
| Operating Margin | 0.13 % | |||
| Shares Outstanding | 199.41 M | |||
| Price To Earning | 11.81 X | |||
| Price To Book | 0.80 X | |||
| Price To Sales | 4.32 X | |||
| Revenue | 3.27 B | |||
| EBITDA | 1.17 B | |||
| Cash And Equivalents | 3 B | |||
| Cash Per Share | 15.08 X | |||
| Total Debt | 7.43 B | |||
| Debt To Equity | 8.43 % | |||
| Book Value Per Share | 11.35 X | |||
| Cash Flow From Operations | 1.54 B | |||
| Earnings Per Share | 10.44 X | |||
| Total Asset | 21.75 B | |||
About Bread Financial Performance
By analyzing Bread Financial's fundamental ratios, stakeholders can gain valuable insights into Bread Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bread Financial 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 Bread Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Alliance Data Systems Corporation provides data-driven marketing, loyalty, and payment solutions in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and internationally. Alliance Data Systems Corporation was founded in 1996 and is headquartered in Columbus, Ohio. ALLIANCE DATDRN operates under Credit Services classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 8000 people.Things to note about Bread Financial Holdings performance evaluation
Checking the ongoing alerts about Bread Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bread Financial Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bread Financial generated a negative expected return over the last 90 days |
- Analyzing Bread Financial'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 Bread Financial's stock is overvalued or undervalued compared to its peers.
- Examining Bread Financial'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 Bread Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bread Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bread Financial's stock. These opinions can provide insight into Bread Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bread Stock analysis
When running Bread Financial's price analysis, check to measure Bread Financial'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 Bread Financial is operating at the current time. Most of Bread Financial's value examination focuses on studying past and present price action to predict the probability of Bread Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bread Financial's price. Additionally, you may evaluate how the addition of Bread Financial to your portfolios can decrease your overall portfolio volatility.
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