Xp (Brazil) Performance
| XPBR31 Stock | 81.07 2.83 3.37% |
The firm owns a Beta (Systematic Risk) of 0.0933, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Xp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Xp is expected to be smaller as well. At this point, Xp Inc has a negative expected return of -0.37%. Please make sure to check out Xp's standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Xp Inc performance from the past will be repeated at future time.
Risk-Adjusted Performance
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Over the last 90 days Xp Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Stock's fundamental drivers remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 2.7 B | |
| Total Cashflows From Investing Activities | -1.2 B |
Xp |
Xp Relative Risk vs. Return Landscape
If you would invest 10,405 in Xp Inc on September 5, 2024 and sell it today you would lose (2,298) from holding Xp Inc or give up 22.09% of portfolio value over 90 days. Xp Inc is generating negative expected returns and assumes 2.0368% volatility on return distribution over the 90 days horizon. Simply put, 18% of stocks are less volatile than Xp, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Xp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Xp's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Xp Inc, and traders can use it to determine the average amount a Xp'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 = -0.1839
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XPBR31 |
Estimated Market Risk
| 2.04 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.37 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 Xp 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 Xp by adding Xp to a well-diversified portfolio.
Xp Fundamentals Growth
Xp Stock prices reflect investors' perceptions of the future prospects and financial health of Xp, and Xp 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 Xp Stock performance.
| Return On Equity | 0.25 | |||
| Return On Asset | 0.024 | |||
| Profit Margin | 0.29 % | |||
| Operating Margin | 0.29 % | |||
| Current Valuation | 28.69 B | |||
| Shares Outstanding | 560.29 M | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 3.22 X | |||
| Revenue | 6.8 B | |||
| EBITDA | 4.18 B | |||
| Total Debt | 1.93 B | |||
| Book Value Per Share | 31.50 X | |||
| Cash Flow From Operations | (4.02 B) | |||
| Earnings Per Share | 6.46 X | |||
| Total Asset | 139.34 B | |||
About Xp Performance
By analyzing Xp's fundamental ratios, stakeholders can gain valuable insights into Xp's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Xp 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 Xp 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 Xp Inc performance evaluation
Checking the ongoing alerts about Xp for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Xp Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Xp Inc generated a negative expected return over the last 90 days | |
| Xp generates negative cash flow from operations |
- Analyzing Xp'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 Xp's stock is overvalued or undervalued compared to its peers.
- Examining Xp'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 Xp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Xp's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Xp's stock. These opinions can provide insight into Xp's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Xp Stock analysis
When running Xp's price analysis, check to measure Xp'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 Xp is operating at the current time. Most of Xp's value examination focuses on studying past and present price action to predict the probability of Xp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Xp's price. Additionally, you may evaluate how the addition of Xp to your portfolios can decrease your overall portfolio volatility.
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