Banco BTG (Brazil) Performance
| BPAC3 Stock | BRL 14.79 0.13 0.89% |
The firm shows a Beta (market volatility) of -0.067, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Banco BTG are expected to decrease at a much lower rate. During the bear market, Banco BTG is likely to outperform the market. At this point, Banco BTG Pactual has a negative expected return of -0.14%. Please make sure to confirm Banco BTG's maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to decide if Banco BTG Pactual performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Banco BTG Pactual has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
| Begin Period Cash Flow | 44.4 B | |
| Total Cashflows From Investing Activities | -3.8 B |
Banco |
Banco BTG Relative Risk vs. Return Landscape
If you would invest 1,639 in Banco BTG Pactual on September 2, 2024 and sell it today you would lose (160.00) from holding Banco BTG Pactual or give up 9.76% of portfolio value over 90 days. Banco BTG Pactual is generating negative expected returns and assumes 1.9256% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Banco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Banco BTG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Banco BTG's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Banco BTG Pactual, and traders can use it to determine the average amount a Banco BTG'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 = -0.0738
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BPAC3 |
Estimated Market Risk
| 1.93 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.14 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Banco BTG 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 Banco BTG by adding Banco BTG to a well-diversified portfolio.
Banco BTG Fundamentals Growth
Banco Stock prices reflect investors' perceptions of the future prospects and financial health of Banco BTG, and Banco BTG 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 Banco Stock performance.
| Return On Equity | 0.19 | |||
| Return On Asset | 0.0203 | |||
| Profit Margin | 0.31 % | |||
| Operating Margin | 0.36 % | |||
| Current Valuation | 221.66 B | |||
| Shares Outstanding | 7.24 B | |||
| Price To Earning | 26.26 X | |||
| Price To Book | 3.20 X | |||
| Price To Sales | 4.52 X | |||
| Revenue | 17.8 B | |||
| EBITDA | 26.6 B | |||
| Cash And Equivalents | 75.29 B | |||
| Cash Per Share | 28.62 X | |||
| Total Debt | 15.72 B | |||
| Book Value Per Share | 3.26 X | |||
| Cash Flow From Operations | (15.65 B) | |||
| Earnings Per Share | 0.69 X | |||
| Total Asset | 346.14 B | |||
About Banco BTG Performance
Assessing Banco BTG's fundamental ratios provides investors with valuable insights into Banco BTG's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Banco BTG is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Banco BTG Pactual S.A. provides financial products and services in Brazil and internationally. Banco BTG Pactual S.A. is a subsidiary of BTG Pactual Holding S.A. BTGP BANCO operates under Asset Management classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about Banco BTG Pactual performance evaluation
Checking the ongoing alerts about Banco BTG for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Banco BTG Pactual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Banco BTG Pactual generated a negative expected return over the last 90 days | |
| Banco BTG Pactual has accumulated about 75.29 B in cash with (15.65 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 28.62, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 84.0% of the company shares are held by company insiders |
- Analyzing Banco BTG'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 Banco BTG's stock is overvalued or undervalued compared to its peers.
- Examining Banco BTG'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 Banco BTG's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Banco BTG's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Banco BTG's stock. These opinions can provide insight into Banco BTG's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Banco Stock Analysis
When running Banco BTG's price analysis, check to measure Banco BTG'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 Banco BTG is operating at the current time. Most of Banco BTG's value examination focuses on studying past and present price action to predict the probability of Banco BTG's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Banco BTG's price. Additionally, you may evaluate how the addition of Banco BTG to your portfolios can decrease your overall portfolio volatility.