Sunopta Stock Performance
| STKL Stock | USD 5.35 0.05 0.93% |
The entity has a beta of 1.04, which indicates a somewhat significant risk relative to the market. SunOpta returns are very sensitive to returns on the market. As the market goes up or down, SunOpta is expected to follow. At this point, SunOpta has a negative expected return of -0.51%. Please make sure to validate SunOpta's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if SunOpta 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 SunOpta has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's forward-looking signals remain quite persistent which may send shares a bit higher in April 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.93) | Five Day Return (7.12) | Year To Date Return (30.88) | Ten Year Return (48.46) | All Time Return 42.67 |
1 | Disposition of 10000 shares by Bryan Clark of SunOpta subject to Rule 16b-3 | 12/16/2024 |
2 | Acquisition by Brian Kocher of 24667 shares of SunOpta subject to Rule 16b-3 | 01/06/2025 |
3 | Acquisition by Fisher Rebecca of 2880 shares of SunOpta at 7.38 subject to Rule 16b-3 | 01/24/2025 |
4 | SunOptas Returns On Capital Are Heading Higher | 02/21/2025 |
5 | SunOpta Q4 2024 Earnings Preview | 02/25/2025 |
6 | SunOpta Posts Q4 Sales In Line With Estimates | 02/26/2025 |
7 | SunOpta Inc Q4 2024 Earnings Call Highlights Strong Revenue Growth and Strategic Debt ... | 02/27/2025 |
8 | Acquisition by Houde Lovas Katrina of 15283 shares of SunOpta subject to Rule 16b-3 | 02/28/2025 |
9 | FY2025 Earnings Estimate for SunOpta Issued By William Blair | 03/05/2025 |
10 | Why SunOpta, Inc. is the Best Vegan Stock to Buy According to Analysts | 03/07/2025 |
11 | Shelf-Stable Food Stocks Q4 Recap Benchmarking SunOpta | 03/12/2025 |
12 | SunOpta Inc. Might Not Be As Mispriced As It Looks After Plunging 28 | 03/14/2025 |
| Begin Period Cash Flow | 8.8 M |
SunOpta |
SunOpta Relative Risk vs. Return Landscape
If you would invest 744.00 in SunOpta on December 18, 2024 and sell it today you would lose (209.00) from holding SunOpta or give up 28.09% of portfolio value over 90 days. SunOpta is currently does not generate positive expected returns and assumes 2.8715% risk (volatility on return distribution) over the 90 days horizon. In different words, 25% of stocks are less volatile than SunOpta, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
SunOpta Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SunOpta's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SunOpta, and traders can use it to determine the average amount a SunOpta'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 = -0.1792
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STKL |
Estimated Market Risk
| 2.87 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.51 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SunOpta 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 SunOpta by adding SunOpta to a well-diversified portfolio.
SunOpta Fundamentals Growth
SunOpta Stock prices reflect investors' perceptions of the future prospects and financial health of SunOpta, and SunOpta 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 SunOpta Stock performance.
| Return On Equity | -0.0686 | ||||
| Return On Asset | 0.0382 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 1.01 B | ||||
| Shares Outstanding | 117.21 M | ||||
| Price To Earning | 12.59 X | ||||
| Price To Book | 4.26 X | ||||
| Price To Sales | 0.87 X | ||||
| Revenue | 723.73 M | ||||
| Gross Profit | 117.42 M | ||||
| EBITDA | 15.59 M | ||||
| Net Income | (17.39 M) | ||||
| Cash And Equivalents | 553 K | ||||
| Total Debt | 156.89 M | ||||
| Debt To Equity | 1.00 % | ||||
| Current Ratio | 2.18 X | ||||
| Book Value Per Share | 1.27 X | ||||
| Cash Flow From Operations | 52.34 M | ||||
| Earnings Per Share | (0.10) X | ||||
| Market Capitalization | 632.93 M | ||||
| Total Asset | 668.53 M | ||||
| Retained Earnings | (355.98 M) | ||||
| Working Capital | (9.98 M) | ||||
| Current Asset | 597.05 M | ||||
| Current Liabilities | 379.67 M | ||||
About SunOpta Performance
By examining SunOpta's fundamental ratios, stakeholders can obtain critical insights into SunOpta's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that SunOpta is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 50.47 | 68.14 | |
| Return On Tangible Assets | (0.24) | (0.23) | |
| Return On Capital Employed | 0.01 | 0.02 | |
| Return On Assets | (0.24) | (0.22) | |
| Return On Equity | (1.15) | (1.09) |
Things to note about SunOpta performance evaluation
Checking the ongoing alerts about SunOpta for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SunOpta help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SunOpta generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 723.73 M. Net Loss for the year was (17.39 M) with profit before overhead, payroll, taxes, and interest of 117.42 M. | |
| SunOpta has a strong financial position based on the latest SEC filings | |
| Over 92.0% of the company shares are owned by institutional investors | |
| Latest headline from simplywall.st: SunOpta Inc. Might Not Be As Mispriced As It Looks After Plunging 28 |
- Analyzing SunOpta'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 SunOpta's stock is overvalued or undervalued compared to its peers.
- Examining SunOpta'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 SunOpta's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SunOpta's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SunOpta's stock. These opinions can provide insight into SunOpta's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SunOpta. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy SunOpta Stock please use our How to buy in SunOpta Stock guide.You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Is Packaged Foods & Meats space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SunOpta. If investors know SunOpta will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SunOpta listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.799 | Earnings Share (0.10) | Revenue Per Share | Quarterly Revenue Growth 0.088 | Return On Assets |
The market value of SunOpta is measured differently than its book value, which is the value of SunOpta that is recorded on the company's balance sheet. Investors also form their own opinion of SunOpta's value that differs from its market value or its book value, called intrinsic value, which is SunOpta's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SunOpta's market value can be influenced by many factors that don't directly affect SunOpta's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SunOpta's value and its price as these two are different measures arrived at by different means. Investors typically determine if SunOpta is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SunOpta's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.