Alexander Forbes (South Africa) Performance
| AFH Stock | 830.00 76.00 10.08% |
On a scale of 0 to 100, Alexander Forbes holds a performance score of 7. The firm shows a Beta (market volatility) of 0.7, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Alexander Forbes' returns are expected to increase less than the market. However, during the bear market, the loss of holding Alexander Forbes is expected to be smaller as well. Please check Alexander Forbes' jensen alpha, maximum drawdown, and the relationship between the coefficient of variation and sortino ratio , to make a quick decision on whether Alexander Forbes' price patterns will revert.
Risk-Adjusted Performance
7 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Alexander Forbes Grp are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Alexander Forbes exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 7.7 B | |
| Total Cashflows From Investing Activities | 215 M |
Alexander |
Alexander Forbes Relative Risk vs. Return Landscape
If you would invest 71,600 in Alexander Forbes Grp on September 23, 2024 and sell it today you would earn a total of 11,400 from holding Alexander Forbes Grp or generate 15.92% return on investment over 90 days. Alexander Forbes Grp is generating 0.2688% of daily returns and assumes 2.7759% volatility on return distribution over the 90 days horizon. Simply put, 24% of stocks are less volatile than Alexander, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Alexander Forbes Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alexander Forbes' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Alexander Forbes Grp, and traders can use it to determine the average amount a Alexander Forbes' 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 = 0.0968
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.78 actual daily | 24 76% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Alexander Forbes is performing at about 7% 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 Alexander Forbes by adding it to a well-diversified portfolio.
Alexander Forbes Fundamentals Growth
Alexander Stock prices reflect investors' perceptions of the future prospects and financial health of Alexander Forbes, and Alexander Forbes 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 Alexander Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.001 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 3.57 B | |||
| Shares Outstanding | 1.24 B | |||
| Price To Book | 1.46 X | |||
| Price To Sales | 1.41 X | |||
| Revenue | 4.2 B | |||
| EBITDA | 847 M | |||
| Total Debt | 26 M | |||
| Book Value Per Share | 3.29 X | |||
| Cash Flow From Operations | 1.55 B | |||
| Earnings Per Share | 0.32 X | |||
| Total Asset | 370.48 B | |||
About Alexander Forbes Performance
By analyzing Alexander Forbes' fundamental ratios, stakeholders can gain valuable insights into Alexander Forbes' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Alexander Forbes 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 Alexander Forbes 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 Alexander Forbes Grp performance evaluation
Checking the ongoing alerts about Alexander Forbes for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Alexander Forbes Grp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 77.0% of the company shares are held by company insiders |
- Analyzing Alexander Forbes' 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 Alexander Forbes' stock is overvalued or undervalued compared to its peers.
- Examining Alexander Forbes' 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 Alexander Forbes' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alexander Forbes' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Alexander Forbes' stock. These opinions can provide insight into Alexander Forbes' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Alexander Stock analysis
When running Alexander Forbes' price analysis, check to measure Alexander Forbes' 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 Alexander Forbes is operating at the current time. Most of Alexander Forbes' value examination focuses on studying past and present price action to predict the probability of Alexander Forbes' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Alexander Forbes' price. Additionally, you may evaluate how the addition of Alexander Forbes to your portfolios can decrease your overall portfolio volatility.
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