Safari Investments (South Africa) Performance
| SAR Stock | 650.00 59.00 8.32% |
The entity has a beta of 0.52, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Safari Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Safari Investments is expected to be smaller as well. At this point, Safari Investments RSA has a negative expected return of -0.0078%. Please make sure to validate Safari Investments' treynor ratio, downside variance, and the relationship between the total risk alpha and value at risk , to decide if Safari Investments RSA 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 Safari Investments RSA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Safari Investments is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 5.1 M | |
| Total Cashflows From Investing Activities | -32.5 M |
Safari |
Safari Investments Relative Risk vs. Return Landscape
If you would invest 67,500 in Safari Investments RSA on December 25, 2024 and sell it today you would lose (2,500) from holding Safari Investments RSA or give up 3.7% of portfolio value over 90 days. Safari Investments RSA is generating negative expected returns and assumes 3.3391% volatility on return distribution over the 90 days horizon. Simply put, 29% of stocks are less volatile than Safari, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Safari Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Safari Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Safari Investments RSA, and traders can use it to determine the average amount a Safari Investments' 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 = -0.0023
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAR |
Estimated Market Risk
| 3.34 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Safari Investments 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 Safari Investments by adding Safari Investments to a well-diversified portfolio.
Safari Investments Fundamentals Growth
Safari Stock prices reflect investors' perceptions of the future prospects and financial health of Safari Investments, and Safari Investments 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 Safari Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0406 | |||
| Profit Margin | 0.64 % | |||
| Operating Margin | 0.54 % | |||
| Current Valuation | 2.8 B | |||
| Shares Outstanding | 257.83 M | |||
| Price To Book | 0.65 X | |||
| Price To Sales | 3.40 X | |||
| Revenue | 416.07 M | |||
| EBITDA | 362.53 M | |||
| Total Debt | 1.25 B | |||
| Book Value Per Share | 8.88 X | |||
| Cash Flow From Operations | 183.34 M | |||
| Earnings Per Share | 1.09 X | |||
| Total Asset | 3.65 B | |||
About Safari Investments Performance
By analyzing Safari Investments' fundamental ratios, stakeholders can gain valuable insights into Safari Investments' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Safari Investments 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 Safari Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Safari Investments RSA performance evaluation
Checking the ongoing alerts about Safari Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Safari Investments RSA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Safari Investments generated a negative expected return over the last 90 days | |
| Safari Investments has high historical volatility and very poor performance | |
| About 70.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Safari Investments' 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 Safari Investments' stock is overvalued or undervalued compared to its peers.
- Examining Safari Investments' 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 Safari Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Safari Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Safari Investments' stock. These opinions can provide insight into Safari Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Safari Stock analysis
When running Safari Investments' price analysis, check to measure Safari Investments' 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 Safari Investments is operating at the current time. Most of Safari Investments' value examination focuses on studying past and present price action to predict the probability of Safari Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Safari Investments' price. Additionally, you may evaluate how the addition of Safari Investments to your portfolios can decrease your overall portfolio volatility.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |