Berry Petroleum Corp Stock Performance
| BRY Stock | USD 4.10 0.03 0.73% |
The firm shows a Beta (market volatility) of 0.71, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Berry Petroleum's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berry Petroleum is expected to be smaller as well. At this point, Berry Petroleum Corp has a negative expected return of -0.41%. Please make sure to confirm Berry Petroleum's information ratio, kurtosis, as well as the relationship between the Kurtosis and period momentum indicator , to decide if Berry Petroleum Corp performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Berry Petroleum Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain fairly 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
Actual Historical Performance (%)
One Day Return (0.73) | Five Day Return (4.87) | Year To Date Return (41.84) | Ten Year Return 409.9 K | All Time Return 409.9 K |
Forward Dividend Yield 0.1404 | Payout Ratio 0.8305 | Forward Dividend Rate 0.58 | Dividend Date 2024-12-16 | Ex Dividend Date 2024-11-15 |
1 | 266,083 Shares in Berry Co. Bought by Massachusetts Financial Services Co. MA - MarketBeat | 09/23/2024 |
2 | Insider Trading | 10/23/2024 |
3 | Hess Tops Q3 Earnings and Revenue Estimates | 10/30/2024 |
4 | Disposition of 4817 shares by Michael Helm of Berry Petroleum at 7.73 subject to Rule 16b-3 | 11/01/2024 |
5 | Vanguard Group Incs Strategic Acquisition of Berry Corp Shares | 11/05/2024 |
6 | Berry Corp Q3 2024 Earnings Report Preview What To Expect | 11/06/2024 |
7 | Berry Corporation Reports Third Quarter 2024 Results | 11/07/2024 |
8 | Berry Corp Q3 2024 Earnings Call Highlights Strong Free Cash Flow and Strategic ... | 11/08/2024 |
9 | Earnings call Berry Corporation reports solid Q3 results, new strategy | 11/11/2024 |
10 | Berry Corporation price target lowered to 5 from 7 at Piper Sandler - TipRanks | 11/18/2024 |
11 | Foundry Partners LLC Trims Position in Berry Co. - MarketBeat | 11/22/2024 |
12 | McIlrath Eck LLC Makes New 47,000 Investment in Berry Co. | 12/12/2024 |
| Begin Period Cash Flow | 46.2 M |
Berry |
Berry Petroleum Relative Risk vs. Return Landscape
If you would invest 545.00 in Berry Petroleum Corp on September 18, 2024 and sell it today you would lose (135.00) from holding Berry Petroleum Corp or give up 24.77% of portfolio value over 90 days. Berry Petroleum Corp is generating negative expected returns assuming volatility of 3.0134% on return distribution over 90 days investment horizon. In other words, 26% of stocks are less volatile than Berry, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Berry Petroleum Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berry Petroleum's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Berry Petroleum Corp, and traders can use it to determine the average amount a Berry Petroleum'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 = -0.1344
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BRY |
Estimated Market Risk
| 3.01 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.41 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Berry Petroleum 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 Berry Petroleum by adding Berry Petroleum to a well-diversified portfolio.
Berry Petroleum Fundamentals Growth
Berry Stock prices reflect investors' perceptions of the future prospects and financial health of Berry Petroleum, and Berry Petroleum 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 Berry Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0624 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.54 % | ||||
| Current Valuation | 736.11 M | ||||
| Shares Outstanding | 76.94 M | ||||
| Price To Earning | 130.00 X | ||||
| Price To Book | 0.43 X | ||||
| Price To Sales | 0.39 X | ||||
| Revenue | 863.45 M | ||||
| Gross Profit | 583.61 M | ||||
| EBITDA | 251.38 M | ||||
| Net Income | 37.4 M | ||||
| Cash And Equivalents | 52.49 M | ||||
| Cash Per Share | 0.67 X | ||||
| Total Debt | 436.06 M | ||||
| Debt To Equity | 0.63 % | ||||
| Current Ratio | 0.78 X | ||||
| Book Value Per Share | 9.52 X | ||||
| Cash Flow From Operations | 198.66 M | ||||
| Earnings Per Share | 1.07 X | ||||
| Market Capitalization | 315.45 M | ||||
| Total Asset | 1.59 B | ||||
| Retained Earnings | 52.5 M | ||||
| Working Capital | (82.38 M) | ||||
| Current Asset | 157.03 M | ||||
| Current Liabilities | 286.63 M | ||||
About Berry Petroleum Performance
Evaluating Berry Petroleum's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Berry Petroleum 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 Berry Petroleum has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 12.31 | 16.40 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.22 | 0.23 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.05 | 0.05 |
Things to note about Berry Petroleum Corp performance evaluation
Checking the ongoing alerts about Berry Petroleum for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Berry Petroleum Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Berry Petroleum Corp generated a negative expected return over the last 90 days | |
| Berry Petroleum Corp has high historical volatility and very poor performance | |
| Berry Petroleum Corp has 436.06 M in debt with debt to equity (D/E) ratio of 0.63, which is OK given its current industry classification. Berry Petroleum Corp has a current ratio of 0.76, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Berry to invest in growth at high rates of return. | |
| Over 90.0% of Berry Petroleum shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: McIlrath Eck LLC Makes New 47,000 Investment in Berry Co. |
- Analyzing Berry Petroleum'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 Berry Petroleum's stock is overvalued or undervalued compared to its peers.
- Examining Berry Petroleum'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 Berry Petroleum's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Berry Petroleum's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Berry Petroleum's stock. These opinions can provide insight into Berry Petroleum's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Berry Stock Analysis
When running Berry Petroleum's price analysis, check to measure Berry Petroleum'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 Berry Petroleum is operating at the current time. Most of Berry Petroleum's value examination focuses on studying past and present price action to predict the probability of Berry Petroleum's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Berry Petroleum's price. Additionally, you may evaluate how the addition of Berry Petroleum to your portfolios can decrease your overall portfolio volatility.