Carlo Gavazzi (Switzerland) Performance
| GAV Stock | CHF 196.00 14.00 6.67% |
The firm shows a Beta (market volatility) of -0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Carlo Gavazzi are expected to decrease at a much lower rate. During the bear market, Carlo Gavazzi is likely to outperform the market. At this point, Carlo Gavazzi Holding has a negative expected return of -0.29%. Please make sure to confirm Carlo Gavazzi's skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if Carlo Gavazzi Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Carlo Gavazzi Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in January 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
| Begin Period Cash Flow | 62.5 M | |
| Total Cashflows From Investing Activities | -2.4 M |
Carlo |
Carlo Gavazzi Relative Risk vs. Return Landscape
If you would invest 24,300 in Carlo Gavazzi Holding on September 2, 2024 and sell it today you would lose (4,700) from holding Carlo Gavazzi Holding or give up 19.34% of portfolio value over 90 days. Carlo Gavazzi Holding is producing return of less than zero assuming 3.0384% volatility of returns over the 90 days investment horizon. Simply put, 27% of all stocks have less volatile historical return distribution than Carlo Gavazzi, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlo Gavazzi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlo Gavazzi's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlo Gavazzi Holding, and traders can use it to determine the average amount a Carlo Gavazzi'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 = -0.0955
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GAV |
Estimated Market Risk
| 3.04 actual daily | 27 73% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlo Gavazzi 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 Carlo Gavazzi by adding Carlo Gavazzi to a well-diversified portfolio.
Carlo Gavazzi Fundamentals Growth
Carlo Stock prices reflect investors' perceptions of the future prospects and financial health of Carlo Gavazzi, and Carlo Gavazzi 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 Carlo Stock performance.
| Return On Equity | 0.22 | |||
| Return On Asset | 0.13 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 166.51 M | |||
| Shares Outstanding | 390.71 K | |||
| Price To Earning | 18.31 X | |||
| Price To Book | 1.83 X | |||
| Price To Sales | 1.10 X | |||
| Revenue | 183.39 M | |||
| EBITDA | 36.6 M | |||
| Cash And Equivalents | 66.78 M | |||
| Cash Per Share | 67.23 X | |||
| Total Debt | 4.68 M | |||
| Book Value Per Share | 165.58 X | |||
| Cash Flow From Operations | 20.41 M | |||
| Earnings Per Share | 34.57 X | |||
| Total Asset | 169.12 M | |||
About Carlo Gavazzi Performance
Evaluating Carlo Gavazzi's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carlo Gavazzi 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 Carlo Gavazzi 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.
Carlo Gavazzi Holding AG, together with its subsidiaries, designs, manufactures, and markets electronic control components for industrial and building automation markets. Carlo Gavazzi Holding AG was founded in 1931 and is headquartered in Steinhausen, Switzerland. GAVAZZI I operates under Electronic Components classification in Switzerland and is traded on Switzerland Exchange.Things to note about Carlo Gavazzi Holding performance evaluation
Checking the ongoing alerts about Carlo Gavazzi for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlo Gavazzi Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlo Gavazzi generated a negative expected return over the last 90 days | |
| Carlo Gavazzi has high historical volatility and very poor performance |
- Analyzing Carlo Gavazzi'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 Carlo Gavazzi's stock is overvalued or undervalued compared to its peers.
- Examining Carlo Gavazzi'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 Carlo Gavazzi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlo Gavazzi's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlo Gavazzi's stock. These opinions can provide insight into Carlo Gavazzi's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carlo Stock Analysis
When running Carlo Gavazzi's price analysis, check to measure Carlo Gavazzi'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 Carlo Gavazzi is operating at the current time. Most of Carlo Gavazzi's value examination focuses on studying past and present price action to predict the probability of Carlo Gavazzi's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlo Gavazzi's price. Additionally, you may evaluate how the addition of Carlo Gavazzi to your portfolios can decrease your overall portfolio volatility.