Bardella (Brazil) Performance
| BDLL4 Preferred Stock | BRL 9.00 0.97 12.08% |
The firm shows a Beta (market volatility) of -0.6, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Bardella are expected to decrease at a much lower rate. During the bear market, Bardella is likely to outperform the market. At this point, Bardella SA Indstrias has a negative expected return of -0.0366%. Please make sure to confirm Bardella's treynor ratio, skewness, and the relationship between the total risk alpha and potential upside , to decide if Bardella SA Indstrias performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Bardella SA Indstrias has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Bardella is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 2.1 M |
Bardella |
Bardella Relative Risk vs. Return Landscape
If you would invest 940.00 in Bardella SA Indstrias on September 24, 2024 and sell it today you would lose (40.00) from holding Bardella SA Indstrias or give up 4.26% of portfolio value over 90 days. Bardella SA Indstrias is generating negative expected returns and assumes 2.593% volatility on return distribution over the 90 days horizon. Simply put, 23% of preferred stocks are less volatile than Bardella, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Bardella Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bardella's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Bardella SA Indstrias, and traders can use it to determine the average amount a Bardella'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 = -0.0141
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| Negative Returns | BDLL4 |
Estimated Market Risk
| 2.59 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bardella 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 Bardella by adding Bardella to a well-diversified portfolio.
Bardella Fundamentals Growth
Bardella Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Bardella, and Bardella 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 Bardella Preferred Stock performance.
| Return On Asset | -0.0427 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | (1.80) % | ||||
| Current Valuation | 186.26 M | ||||
| Shares Outstanding | 992.81 K | ||||
| Price To Earning | (0.48) X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 0.61 X | ||||
| Revenue | 21.19 M | ||||
| EBITDA | (24.34 M) | ||||
| Cash And Equivalents | 1.14 M | ||||
| Cash Per Share | 0.22 X | ||||
| Total Debt | 219.05 M | ||||
| Book Value Per Share | (113.34) X | ||||
| Cash Flow From Operations | (963 K) | ||||
| Earnings Per Share | (14.55) X | ||||
| Total Asset | 651.82 M | ||||
| Retained Earnings | (50 M) | ||||
| Current Asset | 393 M | ||||
| Current Liabilities | 397 M | ||||
About Bardella Performance
Assessing Bardella's fundamental ratios provides investors with valuable insights into Bardella's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bardella is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Indstrias Mecnicas manufactures and supplies equipment for the metallurgy, energy, oil and gas, materials handling, service, and drawn and rolled steel industrial sectors. The company was founded in 1911 and is based in Guarulhos, Brazil. BARDELLA operates under Specialty Industrial Machinery classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 345 people.Things to note about Bardella SA Indstrias performance evaluation
Checking the ongoing alerts about Bardella for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Bardella SA Indstrias help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bardella generated a negative expected return over the last 90 days | |
| Bardella SA Indstrias has accumulated 219.05 M in total debt. Bardella SA Indstrias has a current ratio of 0.49, 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 Bardella until it has trouble settling it off, either with new capital or with free cash flow. So, Bardella'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 Bardella SA Indstrias sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Bardella to invest in growth at high rates of return. When we think about Bardella's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 21.19 M. Net Loss for the year was (17.46 M) with loss before overhead, payroll, taxes, and interest of (8.24 M). | |
| Bardella SA Indstrias has accumulated about 1.14 M in cash with (963 K) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.22. | |
| Roughly 25.0% of the company shares are held by company insiders |
- Analyzing Bardella'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 Bardella's stock is overvalued or undervalued compared to its peers.
- Examining Bardella'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 Bardella's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bardella's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bardella's preferred stock. These opinions can provide insight into Bardella's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bardella Preferred Stock Analysis
When running Bardella's price analysis, check to measure Bardella'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 Bardella is operating at the current time. Most of Bardella's value examination focuses on studying past and present price action to predict the probability of Bardella's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bardella's price. Additionally, you may evaluate how the addition of Bardella to your portfolios can decrease your overall portfolio volatility.