Capitec Bank (South Africa) Performance
| CPI Stock | 313,104 4,971 1.56% |
The firm shows a Beta (market volatility) of -0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Capitec Bank are expected to decrease at a much lower rate. During the bear market, Capitec Bank is likely to outperform the market. At this point, Capitec Bank Holdings has a negative expected return of -0.0111%. Please make sure to confirm Capitec Bank's skewness, rate of daily change, and the relationship between the value at risk and accumulation distribution , to decide if Capitec Bank Holdings 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 Capitec Bank Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Capitec Bank is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 49.3 B | |
| Total Cashflows From Investing Activities | -25.3 B |
Capitec |
Capitec Bank Relative Risk vs. Return Landscape
If you would invest 31,661,100 in Capitec Bank Holdings on December 25, 2024 and sell it today you would lose (350,700) from holding Capitec Bank Holdings or give up 1.11% of portfolio value over 90 days. Capitec Bank Holdings is generating negative expected returns and assumes 1.2347% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Capitec, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Capitec Bank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capitec Bank's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Capitec Bank Holdings, and traders can use it to determine the average amount a Capitec Bank'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 = -0.009
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CPI |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capitec Bank 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 Capitec Bank by adding Capitec Bank to a well-diversified portfolio.
Capitec Bank Fundamentals Growth
Capitec Stock prices reflect investors' perceptions of the future prospects and financial health of Capitec Bank, and Capitec Bank 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 Capitec Stock performance.
| Return On Equity | 0.27 | |||
| Return On Asset | 0.0531 | |||
| Profit Margin | 0.38 % | |||
| Operating Margin | 0.49 % | |||
| Current Valuation | 168.61 B | |||
| Shares Outstanding | 116.1 M | |||
| Price To Book | 6.10 X | |||
| Price To Sales | 8.99 X | |||
| Revenue | 26.96 B | |||
| EBITDA | 17 B | |||
| Book Value Per Share | 307.62 X | |||
| Cash Flow From Operations | 14.02 B | |||
| Earnings Per Share | 80.02 X | |||
| Total Asset | 177.94 B | |||
About Capitec Bank Performance
By analyzing Capitec Bank's fundamental ratios, stakeholders can gain valuable insights into Capitec Bank's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Capitec Bank 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 Capitec Bank 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 Capitec Bank Holdings performance evaluation
Checking the ongoing alerts about Capitec Bank for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Capitec Bank Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Capitec Bank generated a negative expected return over the last 90 days | |
| About 24.0% of the company shares are held by company insiders |
- Analyzing Capitec Bank'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 Capitec Bank's stock is overvalued or undervalued compared to its peers.
- Examining Capitec Bank'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 Capitec Bank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capitec Bank's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Capitec Bank's stock. These opinions can provide insight into Capitec Bank's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Capitec Stock analysis
When running Capitec Bank's price analysis, check to measure Capitec Bank'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 Capitec Bank is operating at the current time. Most of Capitec Bank's value examination focuses on studying past and present price action to predict the probability of Capitec Bank's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capitec Bank's price. Additionally, you may evaluate how the addition of Capitec Bank to your portfolios can decrease your overall portfolio volatility.
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