Capitec Bank (South Africa) Performance
| CPI Stock | 325,120 998.00 0.31% |
On a scale of 0 to 100, Capitec Bank holds a performance score of 14. The firm shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Capitec Bank's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capitec Bank is expected to be smaller as well. Please check Capitec Bank's maximum drawdown, semi variance, and the relationship between the sortino ratio and potential upside , to make a quick decision on whether Capitec Bank's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Capitec Bank Holdings are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Capitec Bank may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Begin Period Cash Flow | 49.3 B | |
| Total Cashflows From Investing Activities | -25.3 B |
Capitec |
Capitec Bank Relative Risk vs. Return Landscape
If you would invest 28,780,800 in Capitec Bank Holdings on September 4, 2024 and sell it today you would earn a total of 3,731,200 from holding Capitec Bank Holdings or generate 12.96% return on investment over 90 days. Capitec Bank Holdings is generating 0.196% of daily returns and assumes 1.0424% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Capitec, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Capitec Bank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capitec Bank's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Capitec Bank Holdings, and traders can use it to determine the average amount a Capitec Bank'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 = 0.188
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Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Capitec Bank is performing at about 14% 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 Capitec Bank by adding it to a well-diversified portfolio.
Capitec Bank Fundamentals Growth
Capitec Stock prices reflect investors' perceptions of the future prospects and financial health of Capitec Bank, and Capitec Bank 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 Capitec Stock performance.
| Return On Equity | 0.27 | |||
| Return On Asset | 0.0531 | |||
| Profit Margin | 0.38 % | |||
| Operating Margin | 0.49 % | |||
| Current Valuation | 168.61 B | |||
| Shares Outstanding | 116.1 M | |||
| Price To Book | 6.10 X | |||
| Price To Sales | 8.99 X | |||
| Revenue | 26.96 B | |||
| EBITDA | 17 B | |||
| Book Value Per Share | 307.62 X | |||
| Cash Flow From Operations | 14.02 B | |||
| Earnings Per Share | 80.02 X | |||
| Total Asset | 177.94 B | |||
About Capitec Bank Performance
By analyzing Capitec Bank's fundamental ratios, stakeholders can gain valuable insights into Capitec Bank's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Capitec Bank 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 Capitec Bank 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 Capitec Bank Holdings performance evaluation
Checking the ongoing alerts about Capitec Bank for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Capitec Bank Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 24.0% of the company shares are held by company insiders |
- Analyzing Capitec Bank'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 Capitec Bank's stock is overvalued or undervalued compared to its peers.
- Examining Capitec Bank'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 Capitec Bank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capitec Bank's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Capitec Bank's stock. These opinions can provide insight into Capitec Bank's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Capitec Stock analysis
When running Capitec Bank's price analysis, check to measure Capitec Bank'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 Capitec Bank is operating at the current time. Most of Capitec Bank's value examination focuses on studying past and present price action to predict the probability of Capitec Bank's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capitec Bank's price. Additionally, you may evaluate how the addition of Capitec Bank to your portfolios can decrease your overall portfolio volatility.
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