Investment (UK) Performance
| INV Stock | 351.00 1.00 0.28% |
The company retains a Market Volatility (i.e., Beta) of -0.0228, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Investment are expected to decrease at a much lower rate. During the bear market, Investment is likely to outperform the market. At this point, Investment has a negative expected return of -0.11%. Please make sure to check out Investment's skewness, day typical price, and the relationship between the maximum drawdown and daily balance of power , to decide if Investment 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 The Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Last Split Factor 10:20 | Ex Dividend Date 2021-01-21 | Last Split Date 1996-08-20 |
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| Begin Period Cash Flow | 8.3 M |
Investment |
Investment Relative Risk vs. Return Landscape
If you would invest 37,600 in The Investment on December 1, 2024 and sell it today you would lose (2,500) from holding The Investment or give up 6.65% of portfolio value over 90 days. The Investment is generating negative expected returns and assumes 0.599% volatility on return distribution over the 90 days horizon. Simply put, 5% of stocks are less volatile than Investment, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Investment, and traders can use it to determine the average amount a Investment'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 = -0.1822
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| Negative Returns | INV |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Investment 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 Investment by adding Investment to a well-diversified portfolio.
Investment Fundamentals Growth
Investment Stock prices reflect investors' perceptions of the future prospects and financial health of Investment, and Investment 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 Investment Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0653 | ||||
| Profit Margin | 0.80 % | ||||
| Operating Margin | (0.45) % | ||||
| Current Valuation | 6.02 M | ||||
| Shares Outstanding | 1.84 M | ||||
| Price To Book | 0.88 X | ||||
| Price To Sales | 6.97 X | ||||
| Revenue | 1.2 M | ||||
| Gross Profit | 924.75 K | ||||
| EBITDA | 1.02 M | ||||
| Net Income | 1.01 M | ||||
| Total Debt | 210.3 K | ||||
| Book Value Per Share | 4.00 X | ||||
| Cash Flow From Operations | (36.73 K) | ||||
| Earnings Per Share | 0.37 X | ||||
| Total Asset | 7.59 M | ||||
| Retained Earnings | 2.16 M | ||||
About Investment Performance
By analyzing Investment's fundamental ratios, stakeholders can gain valuable insights into Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Investment 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 Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Investment performance evaluation
Checking the ongoing alerts about Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investment generated a negative expected return over the last 90 days | |
| Investment is unlikely to experience financial distress in the next 2 years | |
| Investment generates negative cash flow from operations | |
| About 36.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Warren Buffetts investment advice Top 10 tips for investing success - Bankrate.com |
- Analyzing Investment'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 Investment's stock is overvalued or undervalued compared to its peers.
- Examining Investment'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 Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investment's stock. These opinions can provide insight into Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Investment Stock analysis
When running Investment's price analysis, check to measure Investment'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 Investment is operating at the current time. Most of Investment's value examination focuses on studying past and present price action to predict the probability of Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investment's price. Additionally, you may evaluate how the addition of Investment to your portfolios can decrease your overall portfolio volatility.
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