BTG Pactual (Brazil) Manager Performance Evaluation
| BTLG11 Fund | BRL 97.47 0.48 0.49% |
The fund shows a Beta (market volatility) of 0.008, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BTG Pactual's returns are expected to increase less than the market. However, during the bear market, the loss of holding BTG Pactual is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BTG Pactual Logstica are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong essential indicators, BTG Pactual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Quick Ratio | 2.78 | |
| Fifty Two Week Low | 101.00 | |
| Fifty Two Week High | 119.00 |
BTG |
BTG Pactual Relative Risk vs. Return Landscape
If you would invest 9,453 in BTG Pactual Logstica on December 26, 2024 and sell it today you would earn a total of 294.00 from holding BTG Pactual Logstica or generate 3.11% return on investment over 90 days. BTG Pactual Logstica is generating 0.0538% of daily returns and assumes 0.75% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than BTG, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BTG Pactual Current Valuation
Undervalued
Today
Please note that BTG Pactual's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. BTG Pactual Logstica shows a prevailing Real Value of R$105.28 per share. The current price of the fund is R$97.47. We determine the value of BTG Pactual Logstica from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor taking in undervalued funds and trading overvalued funds since, in the future, fund prices and their ongoing real values will blend.
Since BTG Pactual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BTG Fund. However, BTG Pactual's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 97.47 | Real 105.28 | Hype 97.47 | Naive 99.79 |
The real value of BTG Fund, also known as its intrinsic value, is the underlying worth of BTG Pactual Logstica Fund, which is reflected in its stock price. It is based on BTG Pactual's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of BTG Pactual's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of BTG Pactual Logstica helps investors to forecast how BTG fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of BTG Pactual more accurately as focusing exclusively on BTG Pactual's fundamentals will not take into account other important factors: BTG Pactual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BTG Pactual's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as BTG Pactual Logstica, and traders can use it to determine the average amount a BTG Pactual'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 = 0.0718
| Best Portfolio | Best Equity | |||
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| Cash | BTLG11 | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average BTG Pactual is performing at about 5% 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 BTG Pactual by adding it to a well-diversified portfolio.
BTG Pactual Fundamentals Growth
BTG Fund prices reflect investors' perceptions of the future prospects and financial health of BTG Pactual, and BTG Pactual 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 BTG Fund performance.
| Return On Equity | 1.13 | |||
| Return On Asset | 2.33 | |||
| Profit Margin | 18.96 % | |||
| Operating Margin | 62.59 % | |||
| Current Valuation | 202.43 M | |||
| Shares Outstanding | 1.65 M | |||
| Price To Earning | 98.94 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 14.75 X | |||
| Revenue | 10.67 M | |||
| Book Value Per Share | 98.81 X | |||
| Cash Flow From Operations | 5.63 M | |||
| Earnings Per Share | 1.08 X | |||
About BTG Pactual Performance
By analyzing BTG Pactual's fundamental ratios, stakeholders can gain valuable insights into BTG Pactual's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BTG Pactual 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 BTG Pactual has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
BTG Pactual Logstica Fundo de Investimento Imobilirio specializes in real estate investing. FII BTLG operates under REITIndustrial classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about BTG Pactual Logstica performance evaluation
Checking the ongoing alerts about BTG Pactual for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for BTG Pactual Logstica help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating BTG Pactual's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BTG Pactual's fund performance include:- Analyzing BTG Pactual'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 BTG Pactual's stock is overvalued or undervalued compared to its peers.
- Examining BTG Pactual'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 BTG Pactual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BTG Pactual's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of BTG Pactual's fund. These opinions can provide insight into BTG Pactual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in BTG Fund
BTG Pactual financial ratios help investors to determine whether BTG Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BTG with respect to the benefits of owning BTG Pactual security.
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