Bertrandt (UK) Performance
| 0NYZ Stock | 18.05 0.75 3.99% |
The firm shows a Beta (market volatility) of 0.34, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bertrandt's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bertrandt is expected to be smaller as well. At this point, Bertrandt AG has a negative expected return of -0.0891%. Please make sure to confirm Bertrandt's jensen alpha, treynor ratio, value at risk, as well as the relationship between the total risk alpha and maximum drawdown , to decide if Bertrandt AG 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 Bertrandt AG has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Bertrandt is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0276 |
Bertrandt |
Bertrandt Relative Risk vs. Return Landscape
If you would invest 1,955 in Bertrandt AG on September 12, 2024 and sell it today you would lose (150.00) from holding Bertrandt AG or give up 7.67% of portfolio value over 90 days. Bertrandt AG is generating negative expected returns and assumes 2.5984% volatility on return distribution over the 90 days horizon. Simply put, 23% of stocks are less volatile than Bertrandt, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bertrandt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bertrandt's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bertrandt AG, and traders can use it to determine the average amount a Bertrandt'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 = -0.0343
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| Negative Returns | 0NYZ |
Estimated Market Risk
| 2.6 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bertrandt 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 Bertrandt by adding Bertrandt to a well-diversified portfolio.
Bertrandt Fundamentals Growth
Bertrandt Stock prices reflect investors' perceptions of the future prospects and financial health of Bertrandt, and Bertrandt 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 Bertrandt Stock performance.
| Return On Equity | 0.0644 | |||
| Return On Asset | 0.0331 | |||
| Profit Margin | 0.01 % | |||
| Operating Margin | (0.03) % | |||
| Current Valuation | 351.26 M | |||
| Revenue | 1.22 B | |||
| Gross Profit | 160.06 M | |||
| EBITDA | 65.94 M | |||
| Net Income | 30.44 M | |||
| Book Value Per Share | 44.92 X | |||
| Retained Earnings | 393.29 M | |||
About Bertrandt Performance
Assessing Bertrandt's fundamental ratios provides investors with valuable insights into Bertrandt's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bertrandt 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.
Bertrandt is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Bertrandt AG performance evaluation
Checking the ongoing alerts about Bertrandt for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bertrandt AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bertrandt AG generated a negative expected return over the last 90 days | |
| About 53.0% of the company shares are owned by insiders or employees |
- Analyzing Bertrandt'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 Bertrandt's stock is overvalued or undervalued compared to its peers.
- Examining Bertrandt'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 Bertrandt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bertrandt's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bertrandt's stock. These opinions can provide insight into Bertrandt's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bertrandt Stock Analysis
When running Bertrandt's price analysis, check to measure Bertrandt'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 Bertrandt is operating at the current time. Most of Bertrandt's value examination focuses on studying past and present price action to predict the probability of Bertrandt's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bertrandt's price. Additionally, you may evaluate how the addition of Bertrandt to your portfolios can decrease your overall portfolio volatility.