Bell Financial (Australia) Performance
| BFG Stock | 1.34 0.03 2.29% |
Bell Financial has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bell Financial are expected to decrease at a much lower rate. During the bear market, Bell Financial is likely to outperform the market. Bell Financial Group right now shows a risk of 1.97%. Please confirm Bell Financial Group jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to decide if Bell Financial Group will be following its price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Bell Financial Group are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable technical and fundamental indicators, Bell Financial 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 0.0602 | Payout Ratio 0.7527 | Forward Dividend Rate 0.08 | Ex Dividend Date 2024-08-28 |
1 | Bell Financial Group launches 51m takeover bid for SelfWealth trading platform - Small Caps | 11/13/2024 |
2 | Bell Financial Group Issues New Performance Rights - TipRanks | 12/09/2024 |
| Begin Period Cash Flow | 289.2 M |
Bell |
Bell Financial Relative Risk vs. Return Landscape
If you would invest 125.00 in Bell Financial Group on September 12, 2024 and sell it today you would earn a total of 6.00 from holding Bell Financial Group or generate 4.8% return on investment over 90 days. Bell Financial Group is generating 0.0923% of daily returns assuming 1.9692% volatility of returns over the 90 days investment horizon. Simply put, 17% of all stocks have less volatile historical return distribution than Bell Financial, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bell Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bell Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bell Financial Group, and traders can use it to determine the average amount a Bell Financial'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 = 0.0469
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | BFG | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.97 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Bell Financial is performing at about 3% 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 Bell Financial by adding it to a well-diversified portfolio.
Bell Financial Fundamentals Growth
Bell Stock prices reflect investors' perceptions of the future prospects and financial health of Bell Financial, and Bell Financial 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 Bell Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0222 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 399.8 M | |||
| Shares Outstanding | 320.74 M | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 1.71 X | |||
| Revenue | 228.8 M | |||
| Gross Profit | 205.86 M | |||
| EBITDA | 64.51 M | |||
| Net Income | 24.32 M | |||
| Total Debt | 615.17 M | |||
| Book Value Per Share | 0.75 X | |||
| Cash Flow From Operations | (51.11 M) | |||
| Earnings Per Share | 0.09 X | |||
| Total Asset | 1.15 B | |||
| Retained Earnings | 61.31 M | |||
About Bell Financial Performance
Assessing Bell Financial's fundamental ratios provides investors with valuable insights into Bell Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bell Financial 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.
Bell Financial is entity of Australia. It is traded as Stock on AU exchange.Things to note about Bell Financial Group performance evaluation
Checking the ongoing alerts about Bell Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bell Financial Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bell Financial Group may become a speculative penny stock | |
| Bell Financial Group is unlikely to experience financial distress in the next 2 years | |
| Bell Financial generates negative cash flow from operations | |
| About 62.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Bell Financial Group Issues New Performance Rights - TipRanks |
- Analyzing Bell Financial'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 Bell Financial's stock is overvalued or undervalued compared to its peers.
- Examining Bell Financial'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 Bell Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bell Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bell Financial's stock. These opinions can provide insight into Bell Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bell Stock Analysis
When running Bell Financial's price analysis, check to measure Bell Financial'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 Bell Financial is operating at the current time. Most of Bell Financial's value examination focuses on studying past and present price action to predict the probability of Bell Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bell Financial's price. Additionally, you may evaluate how the addition of Bell Financial to your portfolios can decrease your overall portfolio volatility.