Shoprite Holdings (South Africa) Performance
| SHP Stock | 26,838 159.00 0.60% |
The entity has a beta of 0.0553, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Shoprite Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Shoprite Holdings is expected to be smaller as well. At this point, Shoprite Holdings has a negative expected return of -0.18%. Please make sure to validate Shoprite Holdings' accumulation distribution, day typical price, and the relationship between the skewness and rate of daily change , to decide if Shoprite Holdings 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 Shoprite Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
| Begin Period Cash Flow | 6.7 B | |
| Total Cashflows From Investing Activities | -4.1 B |
Shoprite |
Shoprite Holdings Relative Risk vs. Return Landscape
If you would invest 3,017,000 in Shoprite Holdings on December 22, 2024 and sell it today you would lose (333,200) from holding Shoprite Holdings or give up 11.04% of portfolio value over 90 days. Shoprite Holdings is generating negative expected returns and assumes 1.0867% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Shoprite, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Shoprite Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shoprite Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Shoprite Holdings, and traders can use it to determine the average amount a Shoprite Holdings' 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 = -0.1682
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SHP |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Shoprite Holdings 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 Shoprite Holdings by adding Shoprite Holdings to a well-diversified portfolio.
Shoprite Holdings Fundamentals Growth
Shoprite Stock prices reflect investors' perceptions of the future prospects and financial health of Shoprite Holdings, and Shoprite Holdings 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 Shoprite Stock performance.
| Return On Equity | 0.24 | |||
| Return On Asset | 0.0686 | |||
| Profit Margin | 0.03 % | |||
| Operating Margin | 0.05 % | |||
| Current Valuation | 160.14 B | |||
| Shares Outstanding | 542.51 M | |||
| Price To Book | 5.07 X | |||
| Price To Sales | 0.70 X | |||
| Revenue | 184.08 B | |||
| EBITDA | 17.42 B | |||
| Total Debt | 4.5 B | |||
| Book Value Per Share | 46.97 X | |||
| Cash Flow From Operations | 6.69 B | |||
| Earnings Per Share | 10.40 X | |||
| Total Asset | 91.45 B | |||
About Shoprite Holdings Performance
By analyzing Shoprite Holdings' fundamental ratios, stakeholders can gain valuable insights into Shoprite Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Shoprite Holdings 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 Shoprite Holdings 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 Shoprite Holdings performance evaluation
Checking the ongoing alerts about Shoprite Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Shoprite Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shoprite Holdings generated a negative expected return over the last 90 days | |
| About 12.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Shoprite Holdings' 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 Shoprite Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Shoprite Holdings' 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 Shoprite Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shoprite Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Shoprite Holdings' stock. These opinions can provide insight into Shoprite Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Shoprite Stock analysis
When running Shoprite Holdings' price analysis, check to measure Shoprite Holdings' 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 Shoprite Holdings is operating at the current time. Most of Shoprite Holdings' value examination focuses on studying past and present price action to predict the probability of Shoprite Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shoprite Holdings' price. Additionally, you may evaluate how the addition of Shoprite Holdings to your portfolios can decrease your overall portfolio volatility.
| CEOs Directory Screen CEOs from public companies around the world | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |