Us Financial 15 Preferred Stock Performance
| FTU-PB Preferred Stock | CAD 7.72 0.06 0.78% |
On a scale of 0 to 100, US Financial holds a performance score of 11. The entity owns a Beta (Systematic Risk) of 0.59, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, US Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding US Financial is expected to be smaller as well. Please check US Financial's sortino ratio, semi variance, and the relationship between the information ratio and value at risk , to make a quick decision on whether US Financial's current price history will revert.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in US Financial 15 are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady basic indicators, US Financial sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 1.4 M | |
| Free Cash Flow | 685.9 K |
FTU-PB |
US Financial Relative Risk vs. Return Landscape
If you would invest 657.00 in US Financial 15 on September 5, 2024 and sell it today you would earn a total of 115.00 from holding US Financial 15 or generate 17.5% return on investment over 90 days. US Financial 15 is generating 0.2747% of daily returns and assumes 1.9444% volatility on return distribution over the 90 days horizon. Simply put, 17% of preferred stocks are less volatile than FTU-PB, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
US Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for US Financial's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as US Financial 15, and traders can use it to determine the average amount a US 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 = 0.1413
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FTU-PB | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.94 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average US Financial is performing at about 11% 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 US Financial by adding it to a well-diversified portfolio.
US Financial Fundamentals Growth
FTU-PB Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of US Financial, and US 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 FTU-PB Preferred Stock performance.
| Revenue | (1.08 M) | ||||
| EBITDA | (1.25 M) | ||||
| Total Debt | 11.07 M | ||||
| Cash Flow From Operations | 685.87 K | ||||
| Total Asset | 11.22 M | ||||
About US Financial Performance
By analyzing US Financial's fundamental ratios, stakeholders can gain valuable insights into US Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if US Financial 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 US Financial 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 US Financial 15 performance evaluation
Checking the ongoing alerts about US Financial for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for US Financial 15 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| US Financial 15 has high likelihood to experience some financial distress in the next 2 years | |
| Net Loss for the year was (1.25 M) with profit before overhead, payroll, taxes, and interest of 0. |
- Analyzing US 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 US Financial's stock is overvalued or undervalued compared to its peers.
- Examining US 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 US Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of US Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of US Financial's preferred stock. These opinions can provide insight into US Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for FTU-PB Preferred Stock analysis
When running US Financial's price analysis, check to measure US 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 US Financial is operating at the current time. Most of US Financial's value examination focuses on studying past and present price action to predict the probability of US 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 US Financial's price. Additionally, you may evaluate how the addition of US Financial to your portfolios can decrease your overall portfolio volatility.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |