Groupama Entreprises (Germany) Manager Performance Evaluation
| 0P00001S8S | EUR 593.59 0.06 0.01% |
The fund retains a Market Volatility (i.e., Beta) of -0.0017, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Groupama Entreprises are expected to decrease at a much lower rate. During the bear market, Groupama Entreprises is likely to outperform the market.
Risk-Adjusted Performance
80 of 100
Weak | Strong |
Market Crasher
Compared to the overall equity markets, risk-adjusted returns on investments in Groupama Entreprises N are ranked lower than 80 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Groupama Entreprises is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 553.36 | |
| Fifty Two Week High | 555.60 | |
| Annual Report Expense Ratio | 0.12% |
Groupama |
Groupama Entreprises Relative Risk vs. Return Landscape
If you would invest 58,905 in Groupama Entreprises N on September 14, 2024 and sell it today you would earn a total of 454.00 from holding Groupama Entreprises N or generate 0.77% return on investment over 90 days. Groupama Entreprises N is generating 0.0122% of daily returns and assumes 0.012% volatility on return distribution over the 90 days horizon. Simply put, 0% of funds are less volatile than Groupama, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Groupama Entreprises Current Valuation
Fairly Valued
Today
Please note that Groupama Entreprises' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Groupama Entreprises retains a regular Real Value of €593.04 per share. The prevalent price of the fund is €593.59. We determine the value of Groupama Entreprises from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Groupama Entreprises is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Groupama Fund. However, Groupama Entreprises' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 593.59 | Real 593.04 | Hype 593.59 | Naive 593.68 |
The real value of Groupama Fund, also known as its intrinsic value, is the underlying worth of Groupama Entreprises Fund, which is reflected in its stock price. It is based on Groupama Entreprises' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Groupama Entreprises' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Groupama Entreprises N helps investors to forecast how Groupama fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Groupama Entreprises more accurately as focusing exclusively on Groupama Entreprises' fundamentals will not take into account other important factors: Groupama Entreprises Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Groupama Entreprises' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Groupama Entreprises N, and traders can use it to determine the average amount a Groupama Entreprises' 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 = 1.0189
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| 0P00001S8S |
Based on monthly moving average Groupama Entreprises is performing at about 80% 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 Groupama Entreprises by adding it to a well-diversified portfolio.
Groupama Entreprises Fundamentals Growth
Groupama Fund prices reflect investors' perceptions of the future prospects and financial health of Groupama Entreprises, and Groupama Entreprises 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 Groupama Fund performance.
| Total Asset | 4.25 B | |||
About Groupama Entreprises Performance
By analyzing Groupama Entreprises' fundamental ratios, stakeholders can gain valuable insights into Groupama Entreprises' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Groupama Entreprises 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 Groupama Entreprises has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Funds investment objective is to allow holders of short-term investments to obtain returns that tend to outperform the EONIA index, after deduction of management fees. Groupama Entreprises is traded on Frankfurt Stock Exchange in Germany.Things to note about Groupama Entreprises performance evaluation
Checking the ongoing alerts about Groupama Entreprises for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Groupama Entreprises help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Groupama is showing solid risk-adjusted performance over 90 days | |
| Groupama Entreprises generated five year return of 0.0% | |
| This fund holds about 95.38% of its total net assets in cash |
- Analyzing Groupama Entreprises' 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 Groupama Entreprises' stock is overvalued or undervalued compared to its peers.
- Examining Groupama Entreprises' 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 Groupama Entreprises' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Groupama Entreprises' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Groupama Entreprises' fund. These opinions can provide insight into Groupama Entreprises' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Groupama Fund
Groupama Entreprises financial ratios help investors to determine whether Groupama Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Groupama with respect to the benefits of owning Groupama Entreprises security.
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