So Carlos (Brazil) Performance
| SCAR3 Stock | BRL 19.11 0.09 0.47% |
The entity owns a Beta (Systematic Risk) of -0.37, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning So Carlos are expected to decrease at a much lower rate. During the bear market, So Carlos is likely to outperform the market. At this point, So Carlos Empreendimentos has a negative expected return of -0.29%. Please make sure to validate So Carlos' coefficient of variation, jensen alpha, and the relationship between the mean deviation and standard deviation , to decide if So Carlos Empreendimentos performance from the past will be repeated at future time.
Risk-Adjusted Performance
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Over the last 90 days So Carlos Empreendimentos has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 413.2 M | |
| Total Cashflows From Investing Activities | -824.1 M |
SCAR3 |
So Carlos Relative Risk vs. Return Landscape
If you would invest 2,334 in So Carlos Empreendimentos on September 16, 2024 and sell it today you would lose (423.00) from holding So Carlos Empreendimentos or give up 18.12% of portfolio value over 90 days. So Carlos Empreendimentos is generating negative expected returns and assumes 1.9061% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than SCAR3, and 99% 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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So Carlos Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for So Carlos' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as So Carlos Empreendimentos, and traders can use it to determine the average amount a So Carlos' 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 = -0.1542
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| Negative Returns | SCAR3 |
Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average So Carlos 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 So Carlos by adding So Carlos to a well-diversified portfolio.
So Carlos Fundamentals Growth
SCAR3 Stock prices reflect investors' perceptions of the future prospects and financial health of So Carlos, and So Carlos 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 SCAR3 Stock performance.
| Return On Equity | -0.044 | |||
| Return On Asset | 0.0235 | |||
| Profit Margin | (0.23) % | |||
| Operating Margin | 0.45 % | |||
| Current Valuation | 2.78 B | |||
| Shares Outstanding | 56.93 M | |||
| Price To Earning | 25.14 X | |||
| Price To Book | 0.64 X | |||
| Price To Sales | 3.68 X | |||
| Revenue | 288.06 M | |||
| EBITDA | 207.07 M | |||
| Cash And Equivalents | 20.98 M | |||
| Cash Per Share | 3.84 X | |||
| Total Debt | 1.32 B | |||
| Debt To Equity | 0.84 % | |||
| Book Value Per Share | 26.41 X | |||
| Cash Flow From Operations | 119.38 M | |||
| Earnings Per Share | (0.09) X | |||
| Total Asset | 3.46 B | |||
| Retained Earnings | 698 M | |||
| Current Asset | 378 M | |||
| Current Liabilities | 177 M | |||
About So Carlos Performance
Assessing So Carlos' fundamental ratios provides investors with valuable insights into So Carlos' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the So Carlos 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.
So Carlos Empreendimentos e Participaes S.A. engages in the investment and management of commercial real estate projects primarily in the States of So Paulo and Rio de Janeiro. So Carlos Empreendimentos e Participaes S.A. was founded in 1985 and is based in So Paulo, Brazil. SAO CARLOS operates under Real Estate Services classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about So Carlos Empreendimentos performance evaluation
Checking the ongoing alerts about So Carlos for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for So Carlos Empreendimentos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| So Carlos generated a negative expected return over the last 90 days | |
| About 55.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing So Carlos' 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 So Carlos' stock is overvalued or undervalued compared to its peers.
- Examining So Carlos' 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 So Carlos' management team can have a significant impact on its success or failure. Reviewing the track record and experience of So Carlos' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of So Carlos' stock. These opinions can provide insight into So Carlos' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for SCAR3 Stock Analysis
When running So Carlos' price analysis, check to measure So Carlos' 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 So Carlos is operating at the current time. Most of So Carlos' value examination focuses on studying past and present price action to predict the probability of So Carlos' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move So Carlos' price. Additionally, you may evaluate how the addition of So Carlos to your portfolios can decrease your overall portfolio volatility.