Value Grupo (Mexico) Performance
| VALUEGFO | MXN 93.04 0.00 0.00% |
Value Grupo has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Value Grupo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Value Grupo is expected to be smaller as well. Value Grupo Financiero right now has a risk of 3.03%. Please validate Value Grupo treynor ratio, as well as the relationship between the downside variance and kurtosis , to decide if Value Grupo will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Value Grupo Financiero are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, Value Grupo is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 105 M | |
| Total Cashflows From Investing Activities | -431 M |
Value |
Value Grupo Relative Risk vs. Return Landscape
If you would invest 9,090 in Value Grupo Financiero on September 16, 2024 and sell it today you would earn a total of 214.00 from holding Value Grupo Financiero or generate 2.35% return on investment over 90 days. Value Grupo Financiero is generating 0.0815% of daily returns and assumes 3.0301% volatility on return distribution over the 90 days horizon. Simply put, 26% of stocks are less volatile than Value, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Value Grupo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Value Grupo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Value Grupo Financiero, and traders can use it to determine the average amount a Value Grupo'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 = 0.0269
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| Cash | Small Risk | VALUEGFO | High Risk | Huge Risk |
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Estimated Market Risk
| 3.03 actual daily | 26 74% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Value Grupo is performing at about 2% of its full potential. 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 Value Grupo by adding it to a well-diversified portfolio.
Value Grupo Fundamentals Growth
Value Stock prices reflect investors' perceptions of the future prospects and financial health of Value Grupo, and Value Grupo 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 Value Stock performance.
| Return On Equity | -0.21 | |||
| Return On Asset | -0.0684 | |||
| Operating Margin | 9.07 % | |||
| Current Valuation | 24.96 B | |||
| Shares Outstanding | 160 M | |||
| Price To Earning | 14.52 X | |||
| Price To Book | 5.12 X | |||
| Price To Sales | 497.32 X | |||
| Revenue | 2.18 B | |||
| Cash And Equivalents | 295.04 M | |||
| Cash Per Share | 1.84 X | |||
| Total Debt | 11.82 B | |||
| Debt To Equity | 222.20 % | |||
| Book Value Per Share | 37.83 X | |||
| Cash Flow From Operations | 578 M | |||
| Earnings Per Share | 0.44 X | |||
| Total Asset | 20.05 B | |||
About Value Grupo Performance
By analyzing Value Grupo's fundamental ratios, stakeholders can gain valuable insights into Value Grupo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Value Grupo 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 Value Grupo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Value Grupo Financiero SAB de CV, through its subsidiaries, provides various financial services in Mexico. Value Grupo Financiero SAB de CV was founded in 1992 and is based in San Pedro Garza Garca, Mexico. VALUE GRUPO operates under Capital Markets classification in Mexico and is traded on Mexico Stock Exchange. It employs 189 people.Things to note about Value Grupo Financiero performance evaluation
Checking the ongoing alerts about Value Grupo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Value Grupo Financiero help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Value Grupo had very high historical volatility over the last 90 days | |
| Value Grupo has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Value Grupo Financiero has accumulated 11.82 B in total debt with debt to equity ratio (D/E) of 222.2, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Value Grupo Financiero has a current ratio of 0.5, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Value Grupo until it has trouble settling it off, either with new capital or with free cash flow. So, Value Grupo's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Value Grupo Financiero sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Value to invest in growth at high rates of return. When we think about Value Grupo's use of debt, we should always consider it together with cash and equity. | |
| About 41.0% of Value Grupo outstanding shares are owned by insiders |
- Analyzing Value Grupo'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 Value Grupo's stock is overvalued or undervalued compared to its peers.
- Examining Value Grupo'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 Value Grupo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Value Grupo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Value Grupo's stock. These opinions can provide insight into Value Grupo's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Value Stock analysis
When running Value Grupo's price analysis, check to measure Value Grupo'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 Value Grupo is operating at the current time. Most of Value Grupo's value examination focuses on studying past and present price action to predict the probability of Value Grupo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Value Grupo's price. Additionally, you may evaluate how the addition of Value Grupo to your portfolios can decrease your overall portfolio volatility.
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