Itasa Investimentos (Brazil) Performance
| ITSA3 Stock | BRL 9.91 0.04 0.40% |
On a scale of 0 to 100, Itasa Investimentos holds a performance score of 11. The company retains a Market Volatility (i.e., Beta) of 0.58, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Itasa Investimentos' returns are expected to increase less than the market. However, during the bear market, the loss of holding Itasa Investimentos is expected to be smaller as well. Please check Itasa Investimentos' mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to make a quick decision on whether Itasa Investimentos' current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Itasa Investimentos are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Itasa Investimentos unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 2.9 B | |
| Total Cashflows From Investing Activities | 99 M |
Itasa |
Itasa Investimentos Relative Risk vs. Return Landscape
If you would invest 853.00 in Itasa Investimentos on December 25, 2024 and sell it today you would earn a total of 142.00 from holding Itasa Investimentos or generate 16.65% return on investment over 90 days. Itasa Investimentos is generating 0.2808% of daily returns and assumes 1.9954% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Itasa, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Itasa Investimentos Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Itasa Investimentos' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Itasa Investimentos, and traders can use it to determine the average amount a Itasa Investimentos' 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 = 0.1407
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Estimated Market Risk
| 2.0 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Itasa Investimentos 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 Itasa Investimentos by adding it to a well-diversified portfolio.
Itasa Investimentos Fundamentals Growth
Itasa Stock prices reflect investors' perceptions of the future prospects and financial health of Itasa Investimentos, and Itasa Investimentos 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 Itasa Stock performance.
| Return On Equity | 0.22 | |||
| Return On Asset | 0.0098 | |||
| Profit Margin | 1.65 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 99.74 B | |||
| Shares Outstanding | 3.34 B | |||
| Price To Earning | 11.52 X | |||
| Price To Book | 1.21 X | |||
| Price To Sales | 9.14 X | |||
| Revenue | 23.08 B | |||
| EBITDA | 12.88 B | |||
| Cash And Equivalents | 3.73 B | |||
| Cash Per Share | 0.35 X | |||
| Total Debt | 7.98 B | |||
| Debt To Equity | 8.70 % | |||
| Book Value Per Share | 7.30 X | |||
| Cash Flow From Operations | 1.38 B | |||
| Earnings Per Share | 1.45 X | |||
| Total Asset | 85.98 B | |||
| Retained Earnings | 13.31 B | |||
| Current Asset | 4.78 B | |||
| Current Liabilities | 2.34 B | |||
About Itasa Investimentos Performance
Assessing Itasa Investimentos' fundamental ratios provides investors with valuable insights into Itasa Investimentos' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Itasa Investimentos 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.
Itasa - Investimentos Ita S.A., through its subsidiaries, operates in the financial and industrial markets in Brazil and internationally. Itasa - Investimentos Ita S.A. was founded in 1966 and is headquartered in So Paulo, Brazil. ITAUSA ON operates under Banks - Regional - Latin America classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 129000 people.Things to note about Itasa Investimentos performance evaluation
Checking the ongoing alerts about Itasa Investimentos for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Itasa Investimentos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 90.0% of the company shares are held by company insiders |
- Analyzing Itasa Investimentos' 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 Itasa Investimentos' stock is overvalued or undervalued compared to its peers.
- Examining Itasa Investimentos' 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 Itasa Investimentos' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Itasa Investimentos' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Itasa Investimentos' stock. These opinions can provide insight into Itasa Investimentos' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Itasa Stock Analysis
When running Itasa Investimentos' price analysis, check to measure Itasa Investimentos' 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 Itasa Investimentos is operating at the current time. Most of Itasa Investimentos' value examination focuses on studying past and present price action to predict the probability of Itasa Investimentos' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Itasa Investimentos' price. Additionally, you may evaluate how the addition of Itasa Investimentos to your portfolios can decrease your overall portfolio volatility.