Energisa (Brazil) Performance

ENGI4 Preferred Stock  BRL 6.79  0.03  0.44%   
Energisa has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.64, 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. Energisa SA right now shows a risk of 2.68%. Please confirm Energisa SA coefficient of variation, jensen alpha, and the relationship between the downside deviation and standard deviation , to decide if Energisa SA will be following its price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Energisa SA are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Energisa is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Begin Period Cash Flow1.1 B
Total Cashflows From Investing Activities-2.8 B
  

Energisa Relative Risk vs. Return Landscape

If you would invest  663.00  in Energisa SA on December 2, 2024 and sell it today you would earn a total of  16.00  from holding Energisa SA or generate 2.41% return on investment over 90 days. Energisa SA is generating 0.0736% of daily returns and assumes 2.6849% volatility on return distribution over the 90 days horizon. Simply put, 23% of preferred stocks are less volatile than Energisa, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Energisa is expected to generate 3.61 times more return on investment than the market. However, the company is 3.61 times more volatile than its market benchmark. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of 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 preferred 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 = 0.0274

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Estimated Market Risk

 2.68
  actual daily
23
77% of assets are more volatile

Expected Return

 0.07
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99% of assets have higher returns

Risk-Adjusted Return

 0.03
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98% of assets perform better
Based on monthly moving average Energisa is performing at about 2% 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 Preferred 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 Preferred Stock performance.

About Energisa Performance

Assessing Energisa's fundamental ratios provides investors with valuable insights into Energisa's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Energisa 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.
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 operates under Utilities - Regulated Electric classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 14183 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. Preferred 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
About 19.0% of the company shares are held by company insiders
Evaluating Energisa's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Energisa's preferred stock performance include:
  • 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 preferred stock. These opinions can provide insight into Energisa's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Energisa's preferred stock performance is not an exact science, and many factors can impact Energisa's preferred stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Energisa Preferred 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.