Industrivarden (Sweden) Performance
| INDU-C Stock | SEK 356.50 0.10 0.03% |
The company retains a Market Volatility (i.e., Beta) of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Industrivarden's returns are expected to increase less than the market. However, during the bear market, the loss of holding Industrivarden is expected to be smaller as well. At this point, Industrivarden AB ser has a negative expected return of -0.0459%. Please make sure to check out Industrivarden's jensen alpha, treynor ratio, and the relationship between the standard deviation and total risk alpha , to decide if Industrivarden AB ser 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 Industrivarden AB ser has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental indicators, Industrivarden is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Total Cashflows From Investing Activities | -2.3 B |
Industrivarden |
Industrivarden Relative Risk vs. Return Landscape
If you would invest 36,840 in Industrivarden AB ser on August 30, 2024 and sell it today you would lose (1,190) from holding Industrivarden AB ser or give up 3.23% of portfolio value over 90 days. Industrivarden AB ser is generating negative expected returns and assumes 0.9619% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Industrivarden, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Industrivarden Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Industrivarden's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Industrivarden AB ser, and traders can use it to determine the average amount a Industrivarden'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 = -0.0478
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| Negative Returns | INDU-C |
Estimated Market Risk
| 0.96 actual daily | 8 92% 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 Industrivarden 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 Industrivarden by adding Industrivarden to a well-diversified portfolio.
Industrivarden Fundamentals Growth
Industrivarden Stock prices reflect investors' perceptions of the future prospects and financial health of Industrivarden, and Industrivarden 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 Industrivarden Stock performance.
| Return On Equity | -0.1 | |||
| Return On Asset | -0.0608 | |||
| Operating Margin | 1.01 % | |||
| Current Valuation | 124.8 B | |||
| Shares Outstanding | 171.16 M | |||
| Price To Earning | 8.87 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 3.97 X | |||
| Revenue | 26.69 B | |||
| EBITDA | 26.72 B | |||
| Cash And Equivalents | 697 M | |||
| Cash Per Share | 1.34 X | |||
| Total Debt | 5.5 B | |||
| Debt To Equity | 3.20 % | |||
| Book Value Per Share | 292.15 X | |||
| Cash Flow From Operations | 6.99 B | |||
| Earnings Per Share | (26.56) X | |||
| Total Asset | 150.75 B | |||
| Current Asset | 987 M | |||
| Current Liabilities | 6.09 B | |||
About Industrivarden Performance
By analyzing Industrivarden's fundamental ratios, stakeholders can gain valuable insights into Industrivarden's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Industrivarden 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 Industrivarden has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Aktiebolaget Industrivrden is a publicly owned investment manager. Aktiebolaget Industrivrden was founded in 1944 and is based in Stockholm, Sweden. Industrivrden operates under Financial Services classification in Sweden and is traded on Stockholm Stock Exchange.Things to note about Industrivarden AB ser performance evaluation
Checking the ongoing alerts about Industrivarden for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Industrivarden AB ser help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Industrivarden generated a negative expected return over the last 90 days | |
| Industrivarden AB ser has accumulated 5.5 B in total debt with debt to equity ratio (D/E) of 3.2, implying the company greatly relies on financing operations through barrowing. Industrivarden AB ser has a current ratio of 0.61, 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 Industrivarden until it has trouble settling it off, either with new capital or with free cash flow. So, Industrivarden'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 Industrivarden AB ser sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Industrivarden to invest in growth at high rates of return. When we think about Industrivarden's use of debt, we should always consider it together with cash and equity. | |
| About 17.0% of Industrivarden shares are held by company insiders |
- Analyzing Industrivarden'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 Industrivarden's stock is overvalued or undervalued compared to its peers.
- Examining Industrivarden'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 Industrivarden's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Industrivarden's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Industrivarden's stock. These opinions can provide insight into Industrivarden's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Industrivarden Stock analysis
When running Industrivarden's price analysis, check to measure Industrivarden'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 Industrivarden is operating at the current time. Most of Industrivarden's value examination focuses on studying past and present price action to predict the probability of Industrivarden's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Industrivarden's price. Additionally, you may evaluate how the addition of Industrivarden to your portfolios can decrease your overall portfolio volatility.
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