Intercorp Financial Services Stock Performance
| IFS Stock | USD 27.75 0.29 1.03% |
Intercorp Financial has a performance score of 11 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Intercorp Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Intercorp Financial is expected to be smaller as well. Intercorp Financial right now retains a risk of 1.28%. Please check out Intercorp Financial potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Intercorp Financial will be following its current trending patterns.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Intercorp Financial Services are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent technical and fundamental indicators, Intercorp Financial may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (1.03) | Five Day Return (1.32) | Year To Date Return 26.89 | Ten Year Return (27.92) | All Time Return (22.16) |
Forward Dividend Yield 0.036 | Payout Ratio 0.1984 | Last Split Factor 16:1 | Forward Dividend Rate 1 | Dividend Date 2024-04-29 |
1 | Two million self-employed workers face pension crisis, warns IFS | 09/09/2024 |
2 | Reeves must find billions more in time for Budget | 10/09/2024 |
3 | IFS Releases Next-Gen, AI-Driven Product Enhancements to Help Oil Gas Organizations Unlock New Efficiency and Sustainability Gains | 10/16/2024 |
4 | Budget 2024 preview What tax rises could Labours first statement contain | 10/28/2024 |
5 | Treasury accused of peddling untrue nonsense in Budget document | 10/31/2024 |
6 | Chicago Atlantic Real Estate Finance, Inc. Q3 Earnings Surpass Estimates | 11/07/2024 |
7 | Intercorp Financial Services Inc Stock Price Up 4.57 percent on Nov 13 | 11/13/2024 |
8 | Q3 2024 Intercorp Financial Services Inc Earnings Call Transcript | 11/14/2024 |
| Begin Period Cash Flow | 12.7 B |
Intercorp |
Intercorp Financial Relative Risk vs. Return Landscape
If you would invest 2,478 in Intercorp Financial Services on September 3, 2024 and sell it today you would earn a total of 297.00 from holding Intercorp Financial Services or generate 11.99% return on investment over 90 days. Intercorp Financial Services is generating 0.185% of daily returns assuming volatility of 1.2768% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Intercorp, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Intercorp Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intercorp Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Intercorp Financial Services, and traders can use it to determine the average amount a Intercorp Financial'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 = 0.1449
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Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Intercorp Financial is performing at about 11% 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 Intercorp Financial by adding it to a well-diversified portfolio.
Intercorp Financial Fundamentals Growth
Intercorp Stock prices reflect investors' perceptions of the future prospects and financial health of Intercorp Financial, and Intercorp Financial 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 Intercorp Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0119 | |||
| Profit Margin | 0.26 % | |||
| Operating Margin | 0.41 % | |||
| Current Valuation | 2.8 B | |||
| Shares Outstanding | 114.43 M | |||
| Price To Earning | 5.84 X | |||
| Price To Book | 1.17 X | |||
| Price To Sales | 0.78 X | |||
| Revenue | 4.09 B | |||
| Gross Profit | 4.83 B | |||
| EBITDA | 5.54 M | |||
| Net Income | 1.08 B | |||
| Cash And Equivalents | 15.09 B | |||
| Cash Per Share | 130.75 X | |||
| Total Debt | 10.88 B | |||
| Debt To Equity | 7.31 % | |||
| Book Value Per Share | 91.33 X | |||
| Cash Flow From Operations | 2.88 B | |||
| Earnings Per Share | 2.48 X | |||
| Market Capitalization | 3.24 B | |||
| Total Asset | 89.62 B | |||
| Retained Earnings | 2.92 B | |||
About Intercorp Financial Performance
Assessing Intercorp Financial's fundamental ratios provides investors with valuable insights into Intercorp Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Intercorp Financial is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.02 | |
| Return On Capital Employed | 0.02 | 0.04 | |
| Return On Assets | 0.01 | 0.02 | |
| Return On Equity | 0.11 | 0.10 |
Things to note about Intercorp Financial performance evaluation
Checking the ongoing alerts about Intercorp Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Intercorp Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 71.0% of the company shares are held by company insiders | |
| Latest headline from gurufocus.com: Q3 2024 Intercorp Financial Services Inc Earnings Call Transcript |
- Analyzing Intercorp Financial'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 Intercorp Financial's stock is overvalued or undervalued compared to its peers.
- Examining Intercorp Financial'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 Intercorp Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intercorp Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Intercorp Financial's stock. These opinions can provide insight into Intercorp Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Intercorp Stock Analysis
When running Intercorp Financial's price analysis, check to measure Intercorp Financial'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 Intercorp Financial is operating at the current time. Most of Intercorp Financial's value examination focuses on studying past and present price action to predict the probability of Intercorp Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Intercorp Financial's price. Additionally, you may evaluate how the addition of Intercorp Financial to your portfolios can decrease your overall portfolio volatility.