IBI Inv (Israel) Performance
| IBI Stock | ILS 21,270 380.00 1.76% |
On a scale of 0 to 100, IBI Inv holds a performance score of 19. The firm retains a Market Volatility (i.e., Beta) of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IBI Inv's returns are expected to increase less than the market. However, during the bear market, the loss of holding IBI Inv is expected to be smaller as well. Please check IBI Inv's jensen alpha, potential upside, accumulation distribution, as well as the relationship between the treynor ratio and expected short fall , to make a quick decision on whether IBI Inv's current trending patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in IBI Inv House are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak forward indicators, IBI Inv sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 159.3 M | |
| Total Cashflows From Investing Activities | 36.9 M |
IBI |
IBI Inv Relative Risk vs. Return Landscape
If you would invest 1,581,000 in IBI Inv House on December 21, 2024 and sell it today you would earn a total of 546,000 from holding IBI Inv House or generate 34.54% return on investment over 90 days. IBI Inv House is generating 0.6014% of daily returns assuming 2.4776% volatility of returns over the 90 days investment horizon. Simply put, 22% of all stocks have less volatile historical return distribution than IBI Inv, and 88% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IBI Inv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IBI Inv's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as IBI Inv House, and traders can use it to determine the average amount a IBI Inv'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 = 0.2427
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IBI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.48 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.6 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 19 81% of assets perform better |
Based on monthly moving average IBI Inv is performing at about 19% 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 IBI Inv by adding it to a well-diversified portfolio.
IBI Inv Fundamentals Growth
IBI Stock prices reflect investors' perceptions of the future prospects and financial health of IBI Inv, and IBI Inv 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 IBI Stock performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0974 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.28 % | |||
| Current Valuation | 818.17 M | |||
| Shares Outstanding | 12.66 M | |||
| Price To Earning | 734.46 X | |||
| Price To Book | 1.46 X | |||
| Price To Sales | 1.46 X | |||
| Revenue | 589.4 M | |||
| EBITDA | 227.69 M | |||
| Cash And Equivalents | 547.64 M | |||
| Cash Per Share | 43.26 X | |||
| Total Debt | 50 M | |||
| Debt To Equity | 23.90 % | |||
| Book Value Per Share | 48.58 X | |||
| Cash Flow From Operations | 197.55 M | |||
| Earnings Per Share | 5.86 X | |||
| Total Asset | 1.13 B | |||
| Retained Earnings | 343 M | |||
| Current Asset | 602 M | |||
| Current Liabilities | 294 M | |||
About IBI Inv Performance
By analyzing IBI Inv's fundamental ratios, stakeholders can gain valuable insights into IBI Inv's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if IBI Inv 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 IBI Inv has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
I.B.I Investment House Ltd. is a publicly owned holding investment firm with approximately NIS 11 billion in assets under management. I.B.I Investment House Ltd. was founded in 1971 and is based in Tel Aviv, Israel. IBI INV is traded on Tel Aviv Stock Exchange in Israel.Things to note about IBI Inv House performance evaluation
Checking the ongoing alerts about IBI Inv for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for IBI Inv House help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 84.0% of the company shares are held by company insiders |
- Analyzing IBI Inv'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 IBI Inv's stock is overvalued or undervalued compared to its peers.
- Examining IBI Inv'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 IBI Inv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of IBI Inv's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of IBI Inv's stock. These opinions can provide insight into IBI Inv's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for IBI Stock analysis
When running IBI Inv's price analysis, check to measure IBI Inv'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 IBI Inv is operating at the current time. Most of IBI Inv's value examination focuses on studying past and present price action to predict the probability of IBI Inv's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IBI Inv's price. Additionally, you may evaluate how the addition of IBI Inv to your portfolios can decrease your overall portfolio volatility.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |