SHOPRITE HLDG (Germany) Performance
| HY7 Stock | EUR 15.40 0.10 0.65% |
SHOPRITE HLDG has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.0273, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SHOPRITE HLDG's returns are expected to increase less than the market. However, during the bear market, the loss of holding SHOPRITE HLDG is expected to be smaller as well. SHOPRITE HLDG currently has a risk of 1.5%. Please validate SHOPRITE HLDG treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if SHOPRITE HLDG will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in SHOPRITE HLDG are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, SHOPRITE HLDG is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Dividend Yield | 0.265 |
SHOPRITE |
SHOPRITE HLDG Relative Risk vs. Return Landscape
If you would invest 1,500 in SHOPRITE HLDG on October 8, 2024 and sell it today you would earn a total of 40.00 from holding SHOPRITE HLDG or generate 2.67% return on investment over 90 days. SHOPRITE HLDG is generating 0.0549% of daily returns assuming 1.5008% volatility of returns over the 90 days investment horizon. Simply put, 13% of all stocks have less volatile historical return distribution than SHOPRITE HLDG, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SHOPRITE HLDG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SHOPRITE HLDG's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SHOPRITE HLDG, and traders can use it to determine the average amount a SHOPRITE HLDG'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 = 0.0366
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| Cash | Small Risk | HY7 | High Risk | Huge Risk |
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Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average SHOPRITE HLDG 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 SHOPRITE HLDG by adding it to a well-diversified portfolio.
SHOPRITE HLDG Fundamentals Growth
SHOPRITE Stock prices reflect investors' perceptions of the future prospects and financial health of SHOPRITE HLDG, and SHOPRITE HLDG 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 SHOPRITE Stock performance.
| Current Valuation | 8.81 B | |||
| Price To Book | 5.07 X | |||
| Price To Sales | 0.71 X | |||
| Total Debt | 4.5 B | |||
| Total Asset | 91.45 B | |||
About SHOPRITE HLDG Performance
By analyzing SHOPRITE HLDG's fundamental ratios, stakeholders can gain valuable insights into SHOPRITE HLDG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SHOPRITE HLDG 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 SHOPRITE HLDG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about SHOPRITE HLDG performance evaluation
Checking the ongoing alerts about SHOPRITE HLDG for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SHOPRITE HLDG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating SHOPRITE HLDG's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate SHOPRITE HLDG's stock performance include:- Analyzing SHOPRITE HLDG'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 SHOPRITE HLDG's stock is overvalued or undervalued compared to its peers.
- Examining SHOPRITE HLDG'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 SHOPRITE HLDG's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SHOPRITE HLDG's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SHOPRITE HLDG's stock. These opinions can provide insight into SHOPRITE HLDG's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SHOPRITE Stock analysis
When running SHOPRITE HLDG's price analysis, check to measure SHOPRITE HLDG'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 SHOPRITE HLDG is operating at the current time. Most of SHOPRITE HLDG's value examination focuses on studying past and present price action to predict the probability of SHOPRITE HLDG's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SHOPRITE HLDG's price. Additionally, you may evaluate how the addition of SHOPRITE HLDG to your portfolios can decrease your overall portfolio volatility.
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