Fundamenta Real (Switzerland) Performance
| FREN Stock | CHF 16.60 0.15 0.90% |
Fundamenta Real has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0388, which means not very significant fluctuations relative to the market. As returns on the market increase, Fundamenta Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fundamenta Real is expected to be smaller as well. Fundamenta Real Estate right now shows a risk of 0.93%. Please confirm Fundamenta Real Estate standard deviation, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to decide if Fundamenta Real Estate will be following its price patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Fundamenta Real Estate are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Fundamenta Real is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 2.3 M | |
| Total Cashflows From Investing Activities | -91.9 M |
Fundamenta |
Fundamenta Real Relative Risk vs. Return Landscape
If you would invest 1,640 in Fundamenta Real Estate on October 10, 2024 and sell it today you would earn a total of 20.00 from holding Fundamenta Real Estate or generate 1.22% return on investment over 90 days. Fundamenta Real Estate is generating 0.0251% of daily returns and assumes 0.9303% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Fundamenta, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fundamenta Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fundamenta Real's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fundamenta Real Estate, and traders can use it to determine the average amount a Fundamenta Real'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 = 0.027
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Fundamenta Real 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 Fundamenta Real by adding it to a well-diversified portfolio.
Fundamenta Real Fundamentals Growth
Fundamenta Stock prices reflect investors' perceptions of the future prospects and financial health of Fundamenta Real, and Fundamenta Real 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 Fundamenta Stock performance.
| Return On Equity | 0.0569 | |||
| Return On Asset | 0.0146 | |||
| Profit Margin | 0.71 % | |||
| Operating Margin | 0.67 % | |||
| Current Valuation | 1.1 B | |||
| Shares Outstanding | 30.06 M | |||
| Price To Earning | 18.64 X | |||
| Price To Book | 0.95 X | |||
| Price To Sales | 12.11 X | |||
| Revenue | 37.2 M | |||
| EBITDA | 35.41 M | |||
| Cash And Equivalents | 9.08 M | |||
| Cash Per Share | 0.09 X | |||
| Total Debt | 555.99 M | |||
| Debt To Equity | 1.42 % | |||
| Book Value Per Share | 16.48 X | |||
| Cash Flow From Operations | 21.31 M | |||
| Earnings Per Share | 0.91 X | |||
| Total Asset | 1.11 B | |||
About Fundamenta Real Performance
Evaluating Fundamenta Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fundamenta Real 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 Fundamenta Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Fundamenta Real Estate AG engages in the acquisition, development, and maintenance of living spaces in German-speaking Switzerland. The company was founded in 2006 and is based in Zug, Switzerland. Fundamenta Real is traded on Switzerland Exchange in Switzerland.Things to note about Fundamenta Real Estate performance evaluation
Checking the ongoing alerts about Fundamenta Real for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fundamenta Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fundamenta Real Estate has accumulated 555.99 M in total debt with debt to equity ratio (D/E) of 1.42, which is about average as compared to similar companies. Fundamenta Real Estate has a current ratio of 0.39, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Fundamenta Real until it has trouble settling it off, either with new capital or with free cash flow. So, Fundamenta Real's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Fundamenta Real Estate sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Fundamenta to invest in growth at high rates of return. When we think about Fundamenta Real's use of debt, we should always consider it together with cash and equity. |
- Analyzing Fundamenta Real'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 Fundamenta Real's stock is overvalued or undervalued compared to its peers.
- Examining Fundamenta Real'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 Fundamenta Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fundamenta Real's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fundamenta Real's stock. These opinions can provide insight into Fundamenta Real's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Fundamenta Stock Analysis
When running Fundamenta Real's price analysis, check to measure Fundamenta Real'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 Fundamenta Real is operating at the current time. Most of Fundamenta Real's value examination focuses on studying past and present price action to predict the probability of Fundamenta Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fundamenta Real's price. Additionally, you may evaluate how the addition of Fundamenta Real to your portfolios can decrease your overall portfolio volatility.