Roche Holding (Switzerland) Performance
| ROG Stock | CHF 309.20 3.10 1.01% |
On a scale of 0 to 100, Roche Holding holds a performance score of 24. The company holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Roche Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Roche Holding is expected to be smaller as well. Please check Roche Holding's maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to make a quick decision on whether Roche Holding's historical price patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Roche Holding AG are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal technical and fundamental indicators, Roche Holding showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 5.7 B | |
| Total Cashflows From Investing Activities | -6.6 B |
Roche |
Roche Holding Relative Risk vs. Return Landscape
If you would invest 25,100 in Roche Holding AG on December 22, 2024 and sell it today you would earn a total of 5,820 from holding Roche Holding AG or generate 23.19% return on investment over 90 days. Roche Holding AG is generating 0.3544% of daily returns assuming 1.1263% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than Roche Holding, and 93% 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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Roche Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Roche Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Roche Holding AG, and traders can use it to determine the average amount a Roche Holding'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 = 0.3147
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Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.35 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Roche Holding is performing at about 24% 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 Roche Holding by adding it to a well-diversified portfolio.
Roche Holding Fundamentals Growth
Roche Stock prices reflect investors' perceptions of the future prospects and financial health of Roche Holding, and Roche Holding 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 Roche Stock performance.
| Return On Equity | 0.45 | |||
| Return On Asset | 0.15 | |||
| Profit Margin | 0.19 % | |||
| Operating Margin | 0.32 % | |||
| Current Valuation | 270.78 B | |||
| Shares Outstanding | 693.89 M | |||
| Price To Earning | 20.07 X | |||
| Price To Book | 9.63 X | |||
| Price To Sales | 3.73 X | |||
| Revenue | 62.8 B | |||
| EBITDA | 21.25 B | |||
| Cash And Equivalents | 1.82 B | |||
| Cash Per Share | 8.50 X | |||
| Total Debt | 17.1 B | |||
| Debt To Equity | 1.00 % | |||
| Book Value Per Share | 35.03 X | |||
| Cash Flow From Operations | 20.98 B | |||
| Earnings Per Share | 17.69 X | |||
| Total Asset | 92.32 B | |||
About Roche Holding Performance
Evaluating Roche Holding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Roche Holding 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 Roche Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Roche Holding AG engages in the pharmaceuticals and diagnostics businesses in Switzerland, Germany, the United States, Austria, Netherlands, the United Kingdom, France, Belgium, and internationally. The company was founded in 1896 and is headquartered in Basel, Switzerland. ROCHE GS operates under Drug ManufacturersGeneral classification in Switzerland and is traded on Switzerland Exchange. It employs 100920 people.Things to note about Roche Holding AG performance evaluation
Checking the ongoing alerts about Roche Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Roche Holding AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Roche Holding's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Roche Holding's stock performance include:- Analyzing Roche Holding'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 Roche Holding's stock is overvalued or undervalued compared to its peers.
- Examining Roche Holding'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 Roche Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Roche Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Roche Holding's stock. These opinions can provide insight into Roche Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Roche Stock Analysis
When running Roche Holding's price analysis, check to measure Roche Holding'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 Roche Holding is operating at the current time. Most of Roche Holding's value examination focuses on studying past and present price action to predict the probability of Roche Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Roche Holding's price. Additionally, you may evaluate how the addition of Roche Holding to your portfolios can decrease your overall portfolio volatility.