Bluerock Homes Trust Stock Performance
| BHM Stock | USD 12.08 0.05 0.41% |
The firm shows a Beta (market volatility) of -0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bluerock Homes are expected to decrease at a much lower rate. During the bear market, Bluerock Homes is likely to outperform the market. At this point, Bluerock Homes Trust has a negative expected return of -0.17%. Please make sure to confirm Bluerock Homes' skewness, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Bluerock Homes Trust 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 Bluerock Homes Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (0.37) | Five Day Return (1.63) | Year To Date Return (7.93) | Ten Year Return (44.33) | All Time Return (44.33) |
Dividend Date 2026-01-05 | Ex Dividend Date 2025-03-25 |
1 | Proactive Strategies - Stock Traders Daily | 12/23/2024 |
2 | Acquisition by Harrison Elizabeth Scott of 5405 shares of Bluerock Homes subject to Rule 16b-3 | 12/31/2024 |
3 | Acquisition by Jafarnia Kamal of 5405 shares of Bluerock Homes subject to Rule 16b-3 | 01/03/2025 |
4 | Acquisition by Tio Romano of 5405 shares of Bluerock Homes subject to Rule 16b-3 | 01/13/2025 |
5 | Bluerock Homes Trust Announces First Quarter Dividends on Series A Preferred Stock | 01/15/2025 |
6 | State Department officials told to maintain spirit of Trumps anti-DEI order for Black History Month | 01/28/2025 |
7 | Investment Analysis and Advice - Stock Traders Daily | 02/04/2025 |
8 | Technical Pivots with Risk Controls - Stock Traders Daily | 02/25/2025 |
9 | Disposition of 367357 shares by Kamfar Ramin of Bluerock Homes subject to Rule 16b-3 | 03/03/2025 |
10 | Acquisition by Kamfar Ramin of 16038 shares of Bluerock Homes subject to Rule 16b-3 | 03/07/2025 |
11 | Bluerock Homes Trust declares 0.125 dividend | 03/11/2025 |
12 | Disposition of 487663 shares by Cypress 2022 Trust Dated June 10, 2022 of Bluerock Homes subject to Rule 16b-3 | 03/13/2025 |
13 | Bluerock Homes Trust Inc. Class A reports earnings - Quartz | 03/20/2025 |
| Begin Period Cash Flow | 86.4 M |
Bluerock |
Bluerock Homes Relative Risk vs. Return Landscape
If you would invest 1,348 in Bluerock Homes Trust on December 23, 2024 and sell it today you would lose (140.00) from holding Bluerock Homes Trust or give up 10.39% of portfolio value over 90 days. Bluerock Homes Trust is generating negative expected returns assuming volatility of 1.3237% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Bluerock, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Bluerock Homes Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bluerock Homes' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bluerock Homes Trust, and traders can use it to determine the average amount a Bluerock Homes' 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 = -0.1292
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BHM |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bluerock Homes 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 Bluerock Homes by adding Bluerock Homes to a well-diversified portfolio.
Bluerock Homes Fundamentals Growth
Bluerock Stock prices reflect investors' perceptions of the future prospects and financial health of Bluerock Homes, and Bluerock Homes 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 Bluerock Stock performance.
| Return On Equity | -0.0201 | ||||
| Return On Asset | -0.005 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | (0.13) % | ||||
| Current Valuation | 408.59 M | ||||
| Shares Outstanding | 3.95 M | ||||
| Price To Book | 0.34 X | ||||
| Price To Sales | 0.82 X | ||||
| Revenue | 50.21 M | ||||
| Gross Profit | 31.24 M | ||||
| EBITDA | 27.57 M | ||||
| Net Income | (12.09 M) | ||||
| Cash And Equivalents | 129.39 M | ||||
| Total Debt | 373.78 M | ||||
| Debt To Equity | 0.26 % | ||||
| Current Ratio | 1.38 X | ||||
| Book Value Per Share | 36.07 X | ||||
| Cash Flow From Operations | 9.06 M | ||||
| Earnings Per Share | (1.10) X | ||||
| Market Capitalization | 47.87 M | ||||
| Total Asset | 966.99 M | ||||
| Retained Earnings | 20.71 M | ||||
| Working Capital | 53.63 M | ||||
About Bluerock Homes Performance
By examining Bluerock Homes' fundamental ratios, stakeholders can obtain critical insights into Bluerock Homes' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Bluerock Homes is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (118.14) | (112.23) | |
| Return On Capital Employed | 0.02 | 0.01 |
Things to note about Bluerock Homes Trust performance evaluation
Checking the ongoing alerts about Bluerock Homes for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bluerock Homes Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bluerock Homes Trust generated a negative expected return over the last 90 days | |
| Bluerock Homes Trust has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the last year's revenue of 50.21 M. Reported Net Loss for the year was (12.09 M) with profit before taxes, overhead, and interest of 31.24 M. | |
| About 22.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Bluerock Homes Trust Inc. Class A reports earnings - Quartz |
- Analyzing Bluerock Homes' 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 Bluerock Homes' stock is overvalued or undervalued compared to its peers.
- Examining Bluerock Homes' 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 Bluerock Homes' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bluerock Homes' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bluerock Homes' stock. These opinions can provide insight into Bluerock Homes' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bluerock Homes Trust. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Real Estate Management & Development space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bluerock Homes. If investors know Bluerock will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bluerock Homes listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (1.10) | Revenue Per Share | Quarterly Revenue Growth 0.174 | Return On Assets | Return On Equity |
The market value of Bluerock Homes Trust is measured differently than its book value, which is the value of Bluerock that is recorded on the company's balance sheet. Investors also form their own opinion of Bluerock Homes' value that differs from its market value or its book value, called intrinsic value, which is Bluerock Homes' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bluerock Homes' market value can be influenced by many factors that don't directly affect Bluerock Homes' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bluerock Homes' value and its price as these two are different measures arrived at by different means. Investors typically determine if Bluerock Homes is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bluerock Homes' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.