Shufersal (Israel) Performance
| SAE Stock | ILS 3,571 21.00 0.59% |
On a scale of 0 to 100, Shufersal holds a performance score of 16. The entity has a beta of -0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Shufersal are expected to decrease at a much lower rate. During the bear market, Shufersal is likely to outperform the market. Please check Shufersal's value at risk, kurtosis, price action indicator, as well as the relationship between the semi variance and rate of daily change , to make a quick decision on whether Shufersal's existing price patterns will revert.
Risk-Adjusted Performance
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Shufersal are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak technical and fundamental indicators, Shufersal sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 480 M | |
| Total Cashflows From Investing Activities | -1.1 B |
Shufersal |
Shufersal Relative Risk vs. Return Landscape
If you would invest 315,200 in Shufersal on August 30, 2024 and sell it today you would earn a total of 41,900 from holding Shufersal or generate 13.29% return on investment over 90 days. Shufersal is generating 0.2872% of daily returns assuming 1.3907% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Shufersal, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Shufersal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shufersal's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Shufersal, and traders can use it to determine the average amount a Shufersal'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 = 0.2065
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Shufersal is performing at about 16% 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 Shufersal by adding it to a well-diversified portfolio.
Shufersal Fundamentals Growth
Shufersal Stock prices reflect investors' perceptions of the future prospects and financial health of Shufersal, and Shufersal 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 Shufersal Stock performance.
| Return On Equity | 0.0318 | |||
| Return On Asset | 0.0207 | |||
| Profit Margin | 0.01 % | |||
| Operating Margin | 0.03 % | |||
| Current Valuation | 11.71 B | |||
| Shares Outstanding | 265.66 M | |||
| Price To Book | 1.81 X | |||
| Price To Sales | 0.39 X | |||
| Revenue | 14.77 B | |||
| EBITDA | 1.53 B | |||
| Cash And Equivalents | 746 M | |||
| Cash Per Share | 3.11 X | |||
| Total Debt | 2.42 B | |||
| Debt To Equity | 379.60 % | |||
| Book Value Per Share | 11.77 X | |||
| Cash Flow From Operations | 1.39 B | |||
| Earnings Per Share | 0.38 X | |||
| Total Asset | 14.28 B | |||
| Retained Earnings | 375 M | |||
| Current Asset | 2.55 B | |||
| Current Liabilities | 3.38 B | |||
About Shufersal Performance
By analyzing Shufersal's fundamental ratios, stakeholders can gain valuable insights into Shufersal's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Shufersal 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 Shufersal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The company operates through four segments Retail, Real Estate, Credit Card Customers Club Management, and New Pharm. The company was founded in 1958 and is based in Rishon-Le-Zion, Israel. SHUFERSAL LTD is traded on Tel Aviv Stock Exchange in Israel.Things to note about Shufersal performance evaluation
Checking the ongoing alerts about Shufersal for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Shufersal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shufersal has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Shufersal has accumulated 2.42 B in total debt with debt to equity ratio (D/E) of 379.6, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Shufersal has a current ratio of 0.83, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Shufersal until it has trouble settling it off, either with new capital or with free cash flow. So, Shufersal's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Shufersal sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Shufersal to invest in growth at high rates of return. When we think about Shufersal's use of debt, we should always consider it together with cash and equity. | |
| About 68.0% of Shufersal shares are owned by institutional investors |
- Analyzing Shufersal'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 Shufersal's stock is overvalued or undervalued compared to its peers.
- Examining Shufersal'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 Shufersal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shufersal's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Shufersal's stock. These opinions can provide insight into Shufersal's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Shufersal Stock analysis
When running Shufersal's price analysis, check to measure Shufersal'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 Shufersal is operating at the current time. Most of Shufersal's value examination focuses on studying past and present price action to predict the probability of Shufersal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shufersal's price. Additionally, you may evaluate how the addition of Shufersal to your portfolios can decrease your overall portfolio volatility.
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