Wharf Real (Germany) Performance

4WF Stock  EUR 2.40  0.02  0.84%   
The firm maintains a market beta of 0.0727, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wharf Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wharf Real is expected to be smaller as well. At this point, Wharf Real Estate has a negative expected return of -0.17%. Please make sure to check out Wharf Real's coefficient of variation, variance, and the relationship between the mean deviation and standard deviation , to decide if Wharf Real Estate 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 Wharf Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more
Begin Period Cash Flow2.3 B
Total Cashflows From Investing Activities199 M
  

Wharf Real Relative Risk vs. Return Landscape

If you would invest  272.00  in Wharf Real Estate on September 24, 2024 and sell it today you would lose (32.00) from holding Wharf Real Estate or give up 11.76% of portfolio value over 90 days. Wharf Real Estate is currently producing negative expected returns and takes up 2.3174% volatility of returns over 90 trading days. Put another way, 20% of traded stocks are less volatile than Wharf, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Assuming the 90 days horizon Wharf Real is expected to under-perform the market. In addition to that, the company is 2.88 times more volatile than its market benchmark. It trades about -0.07 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of volatility.

Wharf Real Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wharf Real's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wharf Real Estate, and traders can use it to determine the average amount a Wharf Real'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 = -0.0716

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Negative Returns4WF

Estimated Market Risk

 2.32
  actual daily
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80% of assets are more volatile

Expected Return

 -0.17
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.07
  actual daily
0
Most of other assets perform better
Based on monthly moving average Wharf Real 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 Wharf Real by adding Wharf Real to a well-diversified portfolio.

Wharf Real Fundamentals Growth

Wharf Stock prices reflect investors' perceptions of the future prospects and financial health of Wharf Real, and Wharf Real 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 Wharf Stock performance.

About Wharf Real Performance

By analyzing Wharf Real's fundamental ratios, stakeholders can gain valuable insights into Wharf Real's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wharf Real 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 Wharf Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Wharf Real Estate Investment Company Limited, an investment holding company, invests in, develops, constructs, owns, operates, trades in, and sells real estate properties in Hong Kong, Mainland China, and Singapore. Wharf Real Estate Investment Company Limited was incorporated in 2017 and is headquartered in Kowloon, Hong Kong. WHARF REAL operates under Real Estate Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 2900 people.

Things to note about Wharf Real Estate performance evaluation

Checking the ongoing alerts about Wharf Real for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wharf Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Wharf Real Estate generated a negative expected return over the last 90 days
Wharf Real Estate has high likelihood to experience some financial distress in the next 2 years
Wharf Real Estate has accumulated 44.83 B in total debt with debt to equity ratio (D/E) of 0.25, which may suggest the company is not taking enough advantage from borrowing. Wharf Real Estate has a current ratio of 0.72, 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 Wharf Real until it has trouble settling it off, either with new capital or with free cash flow. So, Wharf Real'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 Wharf Real Estate sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Wharf to invest in growth at high rates of return. When we think about Wharf Real's use of debt, we should always consider it together with cash and equity.
About 49.0% of Wharf Real shares are owned by insiders or employees
Evaluating Wharf Real's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wharf Real's stock performance include:
  • Analyzing Wharf Real'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 Wharf Real's stock is overvalued or undervalued compared to its peers.
  • Examining Wharf Real'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 Wharf Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wharf Real's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Wharf Real's stock. These opinions can provide insight into Wharf Real's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wharf Real's stock performance is not an exact science, and many factors can impact Wharf Real's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Wharf Stock analysis

When running Wharf Real's price analysis, check to measure Wharf Real'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 Wharf Real is operating at the current time. Most of Wharf Real's value examination focuses on studying past and present price action to predict the probability of Wharf Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wharf Real's price. Additionally, you may evaluate how the addition of Wharf Real to your portfolios can decrease your overall portfolio volatility.
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