Dalmia Bharat (India) Performance
| DALBHARAT | 1,726 62.90 3.78% |
The firm shows a Beta (market volatility) of 0.34, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dalmia Bharat's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dalmia Bharat is expected to be smaller as well. At this point, Dalmia Bharat Limited has a negative expected return of -0.0991%. Please make sure to confirm Dalmia Bharat's treynor ratio, accumulation distribution, price action indicator, as well as the relationship between the potential upside and day median price , to decide if Dalmia Bharat Limited 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 Dalmia Bharat Limited has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Dalmia Bharat is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 2.3 B |
Dalmia |
Dalmia Bharat Relative Risk vs. Return Landscape
If you would invest 185,190 in Dalmia Bharat Limited on December 19, 2024 and sell it today you would lose (12,565) from holding Dalmia Bharat Limited or give up 6.78% of portfolio value over 90 days. Dalmia Bharat Limited is generating negative expected returns and assumes 1.6971% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Dalmia, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Dalmia Bharat Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dalmia Bharat's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Dalmia Bharat Limited, and traders can use it to determine the average amount a Dalmia Bharat'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 = -0.0584
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DALBHARAT |
Estimated Market Risk
| 1.7 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dalmia Bharat 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 Dalmia Bharat by adding Dalmia Bharat to a well-diversified portfolio.
Dalmia Bharat Fundamentals Growth
Dalmia Stock prices reflect investors' perceptions of the future prospects and financial health of Dalmia Bharat, and Dalmia Bharat 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 Dalmia Stock performance.
| Return On Equity | 0.0462 | ||||
| Return On Asset | 0.0305 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.05 % | ||||
| Current Valuation | 312.72 B | ||||
| Shares Outstanding | 187.56 M | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 2.27 X | ||||
| Revenue | 144.18 B | ||||
| EBITDA | 28.79 B | ||||
| Cash And Equivalents | 2.34 B | ||||
| Total Debt | 48.05 B | ||||
| Book Value Per Share | 933.02 X | ||||
| Cash Flow From Operations | 26.35 B | ||||
| Earnings Per Share | 29.94 X | ||||
| Total Asset | 277.49 B | ||||
| Retained Earnings | 63.86 B | ||||
About Dalmia Bharat Performance
Assessing Dalmia Bharat's fundamental ratios provides investors with valuable insights into Dalmia Bharat's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dalmia Bharat 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 Dalmia Bharat Limited performance evaluation
Checking the ongoing alerts about Dalmia Bharat for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Dalmia Bharat Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dalmia Bharat generated a negative expected return over the last 90 days | |
| About 53.0% of the company shares are held by company insiders |
- Analyzing Dalmia Bharat'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 Dalmia Bharat's stock is overvalued or undervalued compared to its peers.
- Examining Dalmia Bharat'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 Dalmia Bharat's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dalmia Bharat's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Dalmia Bharat's stock. These opinions can provide insight into Dalmia Bharat's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Dalmia Stock Analysis
When running Dalmia Bharat's price analysis, check to measure Dalmia Bharat'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 Dalmia Bharat is operating at the current time. Most of Dalmia Bharat's value examination focuses on studying past and present price action to predict the probability of Dalmia Bharat's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dalmia Bharat's price. Additionally, you may evaluate how the addition of Dalmia Bharat to your portfolios can decrease your overall portfolio volatility.