Carlson Investments (Poland) Performance
| CAI Stock | 4.20 0.19 4.33% |
On a scale of 0 to 100, Carlson Investments holds a performance score of 5. The firm shows a Beta (market volatility) of -1.03, which signifies a somewhat significant risk relative to the market. As the market becomes more bullish, returns on owning Carlson Investments are expected to decrease slowly. On the other hand, during market turmoil, Carlson Investments is expected to outperform it slightly. Please check Carlson Investments' treynor ratio, kurtosis, period momentum indicator, as well as the relationship between the downside variance and day median price , to make a quick decision on whether Carlson Investments' price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Carlson Investments SA are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Carlson Investments reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Other Cashflows From Financing Activities | 10.9 M | |
| Price Earnings Ratio | 249.6826 | |
| Total Cashflows From Investing Activities | -7.6 M |
Carlson |
Carlson Investments Relative Risk vs. Return Landscape
If you would invest 352.00 in Carlson Investments SA on December 26, 2024 and sell it today you would earn a total of 68.00 from holding Carlson Investments SA or generate 19.32% return on investment over 90 days. Carlson Investments SA is generating 0.502% of daily returns and assumes 6.8986% volatility on return distribution over the 90 days horizon. Simply put, 61% of stocks are less volatile than Carlson, and 90% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlson Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlson Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlson Investments SA, and traders can use it to determine the average amount a Carlson Investments' 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 = 0.0728
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Estimated Market Risk
| 6.9 actual daily | 61 61% of assets are less volatile |
Expected Return
| 0.5 actual daily | 10 90% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Carlson Investments 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 Carlson Investments by adding it to a well-diversified portfolio.
Carlson Investments Fundamentals Growth
Carlson Stock prices reflect investors' perceptions of the future prospects and financial health of Carlson Investments, and Carlson Investments 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 Carlson Stock performance.
| Return On Equity | 4.06 | |||
| Revenue | 2.02 M | |||
| Cash Flow From Operations | (3.29 M) | |||
| Earnings Per Share | 0.09 X | |||
| Total Asset | 15.55 M | |||
About Carlson Investments Performance
Assessing Carlson Investments' fundamental ratios provides investors with valuable insights into Carlson Investments' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Carlson Investments 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.
Things to note about Carlson Investments performance evaluation
Checking the ongoing alerts about Carlson Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlson Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlson Investments is way too risky over 90 days horizon | |
| Carlson Investments appears to be risky and price may revert if volatility continues | |
| Carlson Investments has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the revenue of 2.02 M. Net Loss for the year was (4.42 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Carlson Investments generates negative cash flow from operations |
- Analyzing Carlson Investments' 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 Carlson Investments' stock is overvalued or undervalued compared to its peers.
- Examining Carlson Investments' 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 Carlson Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlson Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlson Investments' stock. These opinions can provide insight into Carlson Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carlson Stock Analysis
When running Carlson Investments' price analysis, check to measure Carlson Investments' 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 Carlson Investments is operating at the current time. Most of Carlson Investments' value examination focuses on studying past and present price action to predict the probability of Carlson Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlson Investments' price. Additionally, you may evaluate how the addition of Carlson Investments to your portfolios can decrease your overall portfolio volatility.