Polar Capital (UK) Performance
| PCT Stock | 312.50 6.00 1.88% |
The company holds a Beta of 0.7, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polar Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polar Capital is expected to be smaller as well. At this point, Polar Capital Technology has a negative expected return of -0.15%. Please make sure to check Polar Capital's kurtosis, and the relationship between the value at risk and rate of daily change , to decide if Polar Capital Technology 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 Polar Capital Technology has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady 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 10:1 | Last Split Date 2024-09-13 |
1 | Polar Capital Technology Trust Reaches New 52-Week High - Heres Why - MarketBeat | 01/02/2025 |
2 | Polar Capital Technology AI captain - QuotedData | 01/15/2025 |
3 | DeepSeek AI sell-off could be a golden buying opportunity - heres why... - This is Money | 01/28/2025 |
4 | Polar Capital Technology Trust Shares Pass Below 200 Day Moving Average - Should You Sell - MarketBeat | 02/07/2025 |
5 | REG - Polar Cap Tech Tst - Transaction in Own Shares - TradingView | 02/28/2025 |
6 | Polar Capital Technology Trust Hits New 1-Year Low - Time to Sell - MarketBeat | 03/14/2025 |
| Begin Period Cash Flow | 239.1 M |
Polar |
Polar Capital Relative Risk vs. Return Landscape
If you would invest 34,800 in Polar Capital Technology on December 26, 2024 and sell it today you would lose (3,550) from holding Polar Capital Technology or give up 10.2% of portfolio value over 90 days. Polar Capital Technology is generating negative expected returns and assumes 1.9308% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Polar, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Polar Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polar Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Polar Capital Technology, and traders can use it to determine the average amount a Polar Capital'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 = -0.0787
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCT |
Estimated Market Risk
| 1.93 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Polar Capital 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 Polar Capital by adding Polar Capital to a well-diversified portfolio.
Polar Capital Fundamentals Growth
Polar Stock prices reflect investors' perceptions of the future prospects and financial health of Polar Capital, and Polar Capital 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 Polar Stock performance.
| Return On Equity | 0.34 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | 0.97 % | ||||
| Operating Margin | 0.97 % | ||||
| Current Valuation | 3.52 B | ||||
| Shares Outstanding | 1.17 B | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 3.03 X | ||||
| Revenue | 1.15 B | ||||
| Gross Profit | 1.26 B | ||||
| EBITDA | 1.12 B | ||||
| Net Income | 1.12 B | ||||
| Total Debt | 48.47 M | ||||
| Book Value Per Share | 3.52 X | ||||
| Cash Flow From Operations | 9.31 M | ||||
| Earnings Per Share | 1.00 X | ||||
| Total Asset | 3.86 B | ||||
| Retained Earnings | (142.88 M) | ||||
About Polar Capital Performance
By analyzing Polar Capital's fundamental ratios, stakeholders can gain valuable insights into Polar Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Polar Capital 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 Polar Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Polar Capital is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Polar Capital Technology performance evaluation
Checking the ongoing alerts about Polar Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Polar Capital Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polar Capital generated a negative expected return over the last 90 days | |
| Polar Capital is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: Polar Capital Technology Trust Hits New 1-Year Low - Time to Sell - MarketBeat |
- Analyzing Polar Capital'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 Polar Capital's stock is overvalued or undervalued compared to its peers.
- Examining Polar Capital'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 Polar Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polar Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Polar Capital's stock. These opinions can provide insight into Polar Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Polar Stock analysis
When running Polar Capital's price analysis, check to measure Polar Capital'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 Polar Capital is operating at the current time. Most of Polar Capital's value examination focuses on studying past and present price action to predict the probability of Polar Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Polar Capital's price. Additionally, you may evaluate how the addition of Polar Capital to your portfolios can decrease your overall portfolio volatility.
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