Sequoia Financial (Australia) Performance
| SEQ Stock | 0.36 0.01 2.70% |
The entity has a beta of 0.0943, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sequoia Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sequoia Financial is expected to be smaller as well. Sequoia Financial right now has a risk of 2.25%. Please validate Sequoia Financial sortino ratio, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Sequoia Financial will be following its existing price patterns.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sequoia Financial Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Sequoia Financial is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.1127 | Payout Ratio 0.5054 | Last Split Factor 1:100 | Forward Dividend Rate 0.04 | Ex Dividend Date 2025-03-04 |
1 | Websterrogers Financial Advisors LLC Takes 259,000 Position in Abbott Laboratories - MarketBeat | 01/16/2025 |
2 | Sequoia Financial to buy Minnesota wealth manager Carlson Capital - MSN | 01/30/2025 |
3 | Principal Financial Group Inc. Increases Stock Position in Old Dominion Freight Line, Inc. - MarketBeat | 02/20/2025 |
4 | Sequoia Financial Group Faces Declining Profits Amid Strategic Divestments - TipRanks | 02/26/2025 |
5 | Carvana Co. Shares Acquired by Sequoia Financial Advisors LLC - MarketBeat | 03/18/2025 |
6 | Sequoia Financial Advisors LLC Acquires Shares of 7,015 CenterPoint Energy, Inc. - MarketBeat | 03/21/2025 |
| Begin Period Cash Flow | 9.4 M | |
| Free Cash Flow | -5.3 M |
Sequoia |
Sequoia Financial Relative Risk vs. Return Landscape
If you would invest 36.00 in Sequoia Financial Group on December 24, 2024 and sell it today you would earn a total of 0.00 from holding Sequoia Financial Group or generate 0.0% return on investment over 90 days. Sequoia Financial Group is generating 0.0248% of daily returns assuming 2.2478% volatility of returns over the 90 days investment horizon. Simply put, 20% of all stocks have less volatile historical return distribution than Sequoia Financial, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sequoia Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sequoia Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sequoia Financial Group, and traders can use it to determine the average amount a Sequoia Financial'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 = 0.011
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| Negative Returns | SEQ |
Estimated Market Risk
| 2.25 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sequoia Financial 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 Sequoia Financial by adding Sequoia Financial to a well-diversified portfolio.
Sequoia Financial Fundamentals Growth
Sequoia Stock prices reflect investors' perceptions of the future prospects and financial health of Sequoia Financial, and Sequoia Financial 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 Sequoia Stock performance.
| Return On Equity | -0.0184 | ||||
| Return On Asset | -0.0131 | ||||
| Profit Margin | (0) % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 28.67 M | ||||
| Shares Outstanding | 124.12 M | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 0.38 X | ||||
| Revenue | 122.35 M | ||||
| Gross Profit | 27.67 M | ||||
| EBITDA | 2.43 M | ||||
| Net Income | (3.14 M) | ||||
| Cash And Equivalents | 9.39 M | ||||
| Total Debt | 704.64 K | ||||
| Book Value Per Share | 0.41 X | ||||
| Cash Flow From Operations | (4.82 M) | ||||
| Earnings Per Share | (0.01) X | ||||
| Total Asset | 79.39 M | ||||
| Retained Earnings | 4.53 M | ||||
About Sequoia Financial Performance
Assessing Sequoia Financial's fundamental ratios provides investors with valuable insights into Sequoia Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Sequoia Financial 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.
Sequoia Financial is entity of Australia. It is traded as Stock on AU exchange.Things to note about Sequoia Financial performance evaluation
Checking the ongoing alerts about Sequoia Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sequoia Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sequoia Financial has some characteristics of a very speculative penny stock | |
| The company reported the revenue of 122.35 M. Net Loss for the year was (3.14 M) with profit before overhead, payroll, taxes, and interest of 27.67 M. | |
| Sequoia Financial Group has accumulated about 9.39 M in cash with (4.82 M) of positive cash flow from operations. | |
| Roughly 53.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Sequoia Financial Advisors LLC Acquires Shares of 7,015 CenterPoint Energy, Inc. - MarketBeat |
- Analyzing Sequoia Financial'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 Sequoia Financial's stock is overvalued or undervalued compared to its peers.
- Examining Sequoia Financial'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 Sequoia Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sequoia Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sequoia Financial's stock. These opinions can provide insight into Sequoia Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Sequoia Stock Analysis
When running Sequoia Financial's price analysis, check to measure Sequoia Financial'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 Sequoia Financial is operating at the current time. Most of Sequoia Financial's value examination focuses on studying past and present price action to predict the probability of Sequoia Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sequoia Financial's price. Additionally, you may evaluate how the addition of Sequoia Financial to your portfolios can decrease your overall portfolio volatility.