Energisa (Brazil) Performance
| ENGI11 Stock | BRL 41.65 0.38 0.90% |
On a scale of 0 to 100, Energisa holds a performance score of 8. The firm shows a Beta (market volatility) of 0.66, which means possible diversification benefits within a given portfolio. As returns on the market increase, Energisa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Energisa is expected to be smaller as well. Please check Energisa's coefficient of variation, jensen alpha, and the relationship between the downside deviation and standard deviation , to make a quick decision on whether Energisa's price patterns will revert.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Energisa SA are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain technical and fundamental indicators, Energisa sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | -2.8 B |
Energisa |
Energisa Relative Risk vs. Return Landscape
If you would invest 3,724 in Energisa SA on December 22, 2024 and sell it today you would earn a total of 441.00 from holding Energisa SA or generate 11.84% return on investment over 90 days. Energisa SA is generating 0.2085% of daily returns and assumes 1.9473% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Energisa, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Energisa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energisa's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Energisa SA, and traders can use it to determine the average amount a Energisa'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 = 0.1071
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ENGI11 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.95 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Energisa is performing at about 8% 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 Energisa by adding it to a well-diversified portfolio.
Energisa Fundamentals Growth
Energisa Stock prices reflect investors' perceptions of the future prospects and financial health of Energisa, and Energisa 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 Energisa Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.0655 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | 18.78 B | |||
| Price To Earning | 78.94 X | |||
| Price To Sales | 0.41 X | |||
| Revenue | 26.8 B | |||
| EBITDA | 6.46 B | |||
| Cash And Equivalents | 435.34 M | |||
| Cash Per Share | 1.36 X | |||
| Total Debt | 19.31 B | |||
| Debt To Equity | 239.00 % | |||
| Book Value Per Share | 5.73 X | |||
| Cash Flow From Operations | 881.74 M | |||
| Earnings Per Share | 1.38 X | |||
| Total Asset | 54.77 B | |||
About Energisa Performance
By analyzing Energisa's fundamental ratios, stakeholders can gain valuable insights into Energisa's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Energisa 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 Energisa has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Energisa S.A., through its subsidiaries, operates as an energy distribution company in Brazil. Energisa S.A. was founded in 1905 and is headquartered in Cataguases, Brazil. ENERGISA UNT operates under Utilities - Regulated Electric classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 14056 people.Things to note about Energisa SA performance evaluation
Checking the ongoing alerts about Energisa for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Energisa SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Energisa SA has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations |
- Analyzing Energisa'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 Energisa's stock is overvalued or undervalued compared to its peers.
- Examining Energisa'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 Energisa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energisa's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Energisa's stock. These opinions can provide insight into Energisa's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Energisa Stock analysis
When running Energisa's price analysis, check to measure Energisa'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 Energisa is operating at the current time. Most of Energisa's value examination focuses on studying past and present price action to predict the probability of Energisa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energisa's price. Additionally, you may evaluate how the addition of Energisa to your portfolios can decrease your overall portfolio volatility.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |