Helios Fairfax Partners Stock Performance
| HFPC-U Stock | USD 2.30 0.05 2.22% |
The company retains a Market Volatility (i.e., Beta) of 0.0231, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Helios Fairfax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Helios Fairfax is expected to be smaller as well. At this point, Helios Fairfax Partners has a negative expected return of -0.0889%. Please make sure to check out Helios Fairfax's information ratio, total risk alpha, potential upside, as well as the relationship between the jensen alpha and treynor ratio , to decide if Helios Fairfax Partners performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Helios Fairfax Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Helios Fairfax is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 128.2 M | |
| End Period Cash Flow | 116.4 M |
Helios |
Helios Fairfax Relative Risk vs. Return Landscape
If you would invest 260.00 in Helios Fairfax Partners on December 27, 2024 and sell it today you would lose (30.00) from holding Helios Fairfax Partners or give up 11.54% of portfolio value over 90 days. Helios Fairfax Partners is generating negative expected returns and assumes 4.5212% volatility on return distribution over the 90 days horizon. Simply put, 40% of stocks are less volatile than Helios, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Helios Fairfax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helios Fairfax's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helios Fairfax Partners, and traders can use it to determine the average amount a Helios Fairfax'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 = -0.0197
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HFPC-U |
Estimated Market Risk
| 4.52 actual daily | 40 60% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Helios Fairfax 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 Helios Fairfax by adding Helios Fairfax to a well-diversified portfolio.
Helios Fairfax Fundamentals Growth
Helios Stock prices reflect investors' perceptions of the future prospects and financial health of Helios Fairfax, and Helios Fairfax 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 Helios Stock performance.
| Return On Equity | -0.19 | ||||
| Return On Asset | -0.0928 | ||||
| Operating Margin | 0.52 % | ||||
| Current Valuation | (207.08 M) | ||||
| Shares Outstanding | 52.73 M | ||||
| Price To Book | 0.54 X | ||||
| Price To Sales | 5.99 X | ||||
| Revenue | (70.14 M) | ||||
| Cash And Equivalents | 556.01 M | ||||
| Cash Per Share | 5.14 X | ||||
| Total Debt | 98.93 M | ||||
| Debt To Equity | 0.18 % | ||||
| Book Value Per Share | 4.23 X | ||||
| Cash Flow From Operations | (11.5 M) | ||||
| Earnings Per Share | (0.91) X | ||||
| Total Asset | 652.61 M | ||||
| Retained Earnings | (367.01 M) | ||||
About Helios Fairfax Performance
By analyzing Helios Fairfax's fundamental ratios, stakeholders can gain valuable insights into Helios Fairfax's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Helios Fairfax 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 Helios Fairfax has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Helios Fairfax Partners Corporation, an investment holding company, engages in the investment activities in Africa. Helios Fairfax Partners Corporation was incorporated in 2016 and is headquartered in Toronto, Canada. HELIOS FAIRFAX operates under Asset Management classification in Canada and is traded on Toronto Stock Exchange. It employs 10 people.Things to note about Helios Fairfax Partners performance evaluation
Checking the ongoing alerts about Helios Fairfax for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helios Fairfax Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Helios Fairfax generated a negative expected return over the last 90 days | |
| Helios Fairfax has high historical volatility and very poor performance | |
| Helios Fairfax has a very high chance of going through financial distress in the upcoming years | |
| Helios Fairfax Partners has accumulated about 556.01 M in cash with (11.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 5.14, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 61.0% of the company shares are held by company insiders |
- Analyzing Helios Fairfax'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 Helios Fairfax's stock is overvalued or undervalued compared to its peers.
- Examining Helios Fairfax'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 Helios Fairfax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helios Fairfax's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helios Fairfax's stock. These opinions can provide insight into Helios Fairfax's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Helios Stock analysis
When running Helios Fairfax's price analysis, check to measure Helios Fairfax'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 Helios Fairfax is operating at the current time. Most of Helios Fairfax's value examination focuses on studying past and present price action to predict the probability of Helios Fairfax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helios Fairfax's price. Additionally, you may evaluate how the addition of Helios Fairfax to your portfolios can decrease your overall portfolio volatility.
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