Immobiliere Dassault (France) Performance
| IMDA Stock | EUR 50.60 0.40 0.78% |
The company retains a Market Volatility (i.e., Beta) of 0.37, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Immobiliere Dassault's returns are expected to increase less than the market. However, during the bear market, the loss of holding Immobiliere Dassault is expected to be smaller as well. At this point, Immobiliere Dassault has a negative expected return of -0.0546%. Please make sure to check out Immobiliere Dassault's maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to decide if Immobiliere Dassault performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Immobiliere Dassault SA has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Immobiliere Dassault is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | -2.5 M | |
| Total Cashflows From Investing Activities | 23.7 M |
Immobiliere |
Immobiliere Dassault Relative Risk vs. Return Landscape
If you would invest 5,260 in Immobiliere Dassault SA on September 5, 2024 and sell it today you would lose (200.00) from holding Immobiliere Dassault SA or give up 3.8% of portfolio value over 90 days. Immobiliere Dassault SA is generating negative expected returns and assumes 1.0167% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Immobiliere, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Immobiliere Dassault Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Immobiliere Dassault's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Immobiliere Dassault SA, and traders can use it to determine the average amount a Immobiliere Dassault'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 = -0.0537
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IMDA |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Immobiliere Dassault 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 Immobiliere Dassault by adding Immobiliere Dassault to a well-diversified portfolio.
Immobiliere Dassault Fundamentals Growth
Immobiliere Stock prices reflect investors' perceptions of the future prospects and financial health of Immobiliere Dassault, and Immobiliere Dassault 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 Immobiliere Stock performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.015 | |||
| Profit Margin | 4.00 % | |||
| Operating Margin | 0.82 % | |||
| Current Valuation | 626.13 M | |||
| Shares Outstanding | 6.73 M | |||
| Price To Earning | 13.97 X | |||
| Price To Book | 0.60 X | |||
| Price To Sales | 15.65 X | |||
| Revenue | 25.4 M | |||
| EBITDA | 78.49 M | |||
| Cash And Equivalents | 693 K | |||
| Cash Per Share | 0.10 X | |||
| Total Debt | 243.7 M | |||
| Debt To Equity | 73.40 % | |||
| Book Value Per Share | 94.27 X | |||
| Cash Flow From Operations | 13.24 M | |||
| Earnings Per Share | 15.08 X | |||
| Total Asset | 859.48 M | |||
| Current Asset | 2 M | |||
| Current Liabilities | 12 M | |||
About Immobiliere Dassault Performance
By analyzing Immobiliere Dassault's fundamental ratios, stakeholders can gain valuable insights into Immobiliere Dassault's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Immobiliere Dassault 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 Immobiliere Dassault has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Immobiliere Dassault SA, a real estate company, owns and manages office and residential real estate properties. IMMOB DASSAULT operates under REIT - Diversified classification in France and is traded on Paris Stock Exchange. It employs 9 people.Things to note about Immobiliere Dassault performance evaluation
Checking the ongoing alerts about Immobiliere Dassault for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Immobiliere Dassault help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Immobiliere Dassault generated a negative expected return over the last 90 days | |
| Immobiliere Dassault has accumulated €243.7 Million in debt which can lead to volatile earnings | |
| Immobiliere Dassault SA has accumulated 243.7 M in total debt with debt to equity ratio (D/E) of 73.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Immobiliere Dassault has a current ratio of 0.37, 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 Immobiliere Dassault until it has trouble settling it off, either with new capital or with free cash flow. So, Immobiliere Dassault'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 Immobiliere Dassault sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Immobiliere to invest in growth at high rates of return. When we think about Immobiliere Dassault's use of debt, we should always consider it together with cash and equity. | |
| About 91.0% of Immobiliere Dassault shares are held by company insiders |
- Analyzing Immobiliere Dassault'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 Immobiliere Dassault's stock is overvalued or undervalued compared to its peers.
- Examining Immobiliere Dassault'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 Immobiliere Dassault's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Immobiliere Dassault's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Immobiliere Dassault's stock. These opinions can provide insight into Immobiliere Dassault's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Immobiliere Stock analysis
When running Immobiliere Dassault's price analysis, check to measure Immobiliere Dassault'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 Immobiliere Dassault is operating at the current time. Most of Immobiliere Dassault's value examination focuses on studying past and present price action to predict the probability of Immobiliere Dassault's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Immobiliere Dassault's price. Additionally, you may evaluate how the addition of Immobiliere Dassault to your portfolios can decrease your overall portfolio volatility.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |