ED Invest (Poland) Performance
| EDI Stock | 5.50 0.20 3.51% |
The firm owns a Beta (Systematic Risk) of 0.18, which means not very significant fluctuations relative to the market. As returns on the market increase, ED Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding ED Invest is expected to be smaller as well. ED Invest SA today owns a risk of 2.66%. Please confirm ED Invest SA standard deviation, kurtosis, period momentum indicator, as well as the relationship between the maximum drawdown and day median price , to decide if ED Invest SA will be following its current price history.
Risk-Adjusted Performance
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Over the last 90 days ED Invest SA has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, ED Invest is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 27.9 M | |
| Total Cashflows From Investing Activities | -831 K |
EDI |
ED Invest Relative Risk vs. Return Landscape
If you would invest 555.00 in ED Invest SA on September 13, 2024 and sell it today you would lose (5.00) from holding ED Invest SA or give up 0.9% of portfolio value over 90 days. ED Invest SA is generating 0.0194% of daily returns and assumes 2.6634% volatility on return distribution over the 90 days horizon. Simply put, 23% of stocks are less volatile than EDI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
ED Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ED Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as ED Invest SA, and traders can use it to determine the average amount a ED Invest'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 = 0.0073
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EDI |
Estimated Market Risk
| 2.66 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.02 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 ED Invest 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 ED Invest by adding ED Invest to a well-diversified portfolio.
ED Invest Fundamentals Growth
EDI Stock prices reflect investors' perceptions of the future prospects and financial health of ED Invest, and ED Invest 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 EDI Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0803 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 9.94 M | |||
| Shares Outstanding | 9.91 M | |||
| Price To Book | 0.61 X | |||
| Price To Sales | 0.56 X | |||
| Revenue | 59.68 M | |||
| EBITDA | 11 M | |||
| Book Value Per Share | 5.99 X | |||
| Cash Flow From Operations | 16.22 M | |||
| Earnings Per Share | 0.92 X | |||
| Total Asset | 84.62 M | |||
About ED Invest Performance
Assessing ED Invest's fundamental ratios provides investors with valuable insights into ED Invest's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the ED Invest 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 ED Invest SA performance evaluation
Checking the ongoing alerts about ED Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for ED Invest SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 82.0% of the company shares are held by company insiders |
- Analyzing ED Invest'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 ED Invest's stock is overvalued or undervalued compared to its peers.
- Examining ED Invest'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 ED Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of ED Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of ED Invest's stock. These opinions can provide insight into ED Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for EDI Stock Analysis
When running ED Invest's price analysis, check to measure ED Invest'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 ED Invest is operating at the current time. Most of ED Invest's value examination focuses on studying past and present price action to predict the probability of ED Invest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move ED Invest's price. Additionally, you may evaluate how the addition of ED Invest to your portfolios can decrease your overall portfolio volatility.