The Caldwell Partners Stock Performance
| CWLPF Stock | USD 0.63 0.03 4.55% |
The firm shows a Beta (market volatility) of 0.42, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Caldwell Partners' returns are expected to increase less than the market. However, during the bear market, the loss of holding Caldwell Partners is expected to be smaller as well. At this point, Caldwell Partners has a negative expected return of -0.32%. Please make sure to confirm Caldwell Partners' variance and the relationship between the treynor ratio and price action indicator , to decide if Caldwell Partners 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 The Caldwell Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 29.2 M | |
| Other Cashflows From Financing Activities | 2.7 M | |
| Price Earnings Ratio | 5.6111 | |
| Total Cashflows From Investing Activities | -1.9 M |
Caldwell |
Caldwell Partners Relative Risk vs. Return Landscape
If you would invest 80.00 in The Caldwell Partners on December 24, 2024 and sell it today you would lose (17.00) from holding The Caldwell Partners or give up 21.25% of portfolio value over 90 days. The Caldwell Partners is currently producing negative expected returns and takes up 3.9336% volatility of returns over 90 trading days. Put another way, 35% of traded otc stocks are less volatile than Caldwell, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Caldwell Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caldwell Partners' investment risk. Standard deviation is the most common way to measure market volatility of otc stocks, such as The Caldwell Partners, and traders can use it to determine the average amount a Caldwell Partners' 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 = -0.0812
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CWLPF |
Estimated Market Risk
| 3.93 actual daily | 35 65% of assets are more volatile |
Expected Return
| -0.32 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Caldwell Partners 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 Caldwell Partners by adding Caldwell Partners to a well-diversified portfolio.
Caldwell Partners Fundamentals Growth
Caldwell OTC Stock prices reflect investors' perceptions of the future prospects and financial health of Caldwell Partners, and Caldwell Partners 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 Caldwell OTC Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0678 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.06 % | |||
| Current Valuation | 16.74 M | |||
| Shares Outstanding | 25.88 M | |||
| Price To Earning | 11.91 X | |||
| Price To Book | 1.32 X | |||
| Price To Sales | 0.20 X | |||
| Revenue | 140.94 M | |||
| EBITDA | 9.44 M | |||
| Cash And Equivalents | 28.1 M | |||
| Cash Per Share | 1.09 X | |||
| Total Debt | 9.2 M | |||
| Debt To Equity | 0.29 % | |||
| Book Value Per Share | 1.24 X | |||
| Cash Flow From Operations | 7.1 M | |||
| Earnings Per Share | 0.18 X | |||
About Caldwell Partners Performance
By analyzing Caldwell Partners' fundamental ratios, stakeholders can gain valuable insights into Caldwell Partners' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Caldwell Partners 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 Caldwell Partners has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Caldwell Partners International Inc. provides candidate research and sourcing services in Canada, the United States, and the United Kingdom. The company was founded in 1970 and is headquartered in Toronto, Canada. Caldwell Part operates under Staffing Employment Services classification in the United States and is traded on OTC Exchange. It employs 131 people.Things to note about Caldwell Partners performance evaluation
Checking the ongoing alerts about Caldwell Partners for important developments is a great way to find new opportunities for your next move. OTC Stock alerts and notifications screener for Caldwell Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Caldwell Partners generated a negative expected return over the last 90 days | |
| Caldwell Partners has some characteristics of a very speculative penny stock | |
| Caldwell Partners has high historical volatility and very poor performance | |
| About 32.0% of the company shares are held by company insiders |
- Analyzing Caldwell Partners' 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 Caldwell Partners' stock is overvalued or undervalued compared to its peers.
- Examining Caldwell Partners' 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 Caldwell Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caldwell Partners' management team can help you assess the OTC Stock's leadership.
- Pay attention to analyst opinions and ratings of Caldwell Partners' otc stock. These opinions can provide insight into Caldwell Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Caldwell OTC Stock analysis
When running Caldwell Partners' price analysis, check to measure Caldwell Partners' 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 Caldwell Partners is operating at the current time. Most of Caldwell Partners' value examination focuses on studying past and present price action to predict the probability of Caldwell Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caldwell Partners' price. Additionally, you may evaluate how the addition of Caldwell Partners to your portfolios can decrease your overall portfolio volatility.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |