Barings Participation Investors Stock Performance
| MPV Stock | USD 17.12 0.01 0.06% |
Barings Participation has a performance score of 8 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0444, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Barings Participation are expected to decrease at a much lower rate. During the bear market, Barings Participation is likely to outperform the market. Barings Participation right now shows a risk of 0.71%. Please confirm Barings Participation potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Barings Participation will be following its price patterns.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Participation Investors are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Barings Participation is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return (0.06) | Five Day Return 1.24 | Year To Date Return 12.56 | Ten Year Return 27.95 | All Time Return 69 |
Forward Dividend Yield 0.0879 | Payout Ratio 0.8303 | Forward Dividend Rate 1.48 | Dividend Date 2019-01-11 | Ex Dividend Date 2024-11-04 |
1 | Technical Data - Stock Traders Daily | 09/20/2024 |
2 | Disposition of 2000 shares by Barbara Ginader of Barings Participation at 12.75 subject to Rule 16b-3 | 10/08/2024 |
3 | Barings Participation Investors Announces Quarterly Cash Dividend of 0.37 Per Share | 10/09/2024 |
4 | Barings Participation Investors Reports Preliminary Third Quarter 2024 Results | 11/14/2024 |
| Barings Participation dividend paid on 15th of November 2024 | 11/15/2024 |
5 | Barings Participation Investors Announces Quarterly Cash Dividend of 0. ... | 12/12/2024 |
| Begin Period Cash Flow | 4.9 M | |
| Free Cash Flow | 15.9 M |
Barings |
Barings Participation Relative Risk vs. Return Landscape
If you would invest 1,636 in Barings Participation Investors on September 14, 2024 and sell it today you would earn a total of 76.00 from holding Barings Participation Investors or generate 4.65% return on investment over 90 days. Barings Participation Investors is generating 0.0746% of daily returns assuming volatility of 0.7115% on return distribution over 90 days investment horizon. In other words, 6% of stocks are less volatile than Barings, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Barings Participation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Participation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Barings Participation Investors, and traders can use it to determine the average amount a Barings Participation'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 = 0.1048
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | MPV | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Barings Participation is performing at about 8% 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 Barings Participation by adding it to a well-diversified portfolio.
Barings Participation Fundamentals Growth
Barings Stock prices reflect investors' perceptions of the future prospects and financial health of Barings Participation, and Barings Participation 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 Barings Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0595 | ||||
| Profit Margin | 0.86 % | ||||
| Operating Margin | 0.87 % | ||||
| Current Valuation | 188.77 M | ||||
| Shares Outstanding | 10.64 M | ||||
| Price To Earning | 21.15 X | ||||
| Price To Book | 1.08 X | ||||
| Price To Sales | 9.00 X | ||||
| Revenue | 20.12 M | ||||
| Gross Profit | 14.05 M | ||||
| EBITDA | 19.82 M | ||||
| Net Income | 18.12 M | ||||
| Cash And Equivalents | 5.73 M | ||||
| Cash Per Share | 0.54 X | ||||
| Total Debt | 21.57 M | ||||
| Debt To Equity | 0.14 % | ||||
| Current Ratio | 19.07 X | ||||
| Book Value Per Share | 15.41 X | ||||
| Cash Flow From Operations | 15.86 M | ||||
| Earnings Per Share | 1.65 X | ||||
| Market Capitalization | 182.29 M | ||||
| Total Asset | 190.48 M | ||||
| Retained Earnings | 19.09 M | ||||
About Barings Participation Performance
Evaluating Barings Participation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barings Participation 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 Barings Participation has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.3 K | 1.4 K | |
| Return On Tangible Assets | 0.10 | 0.09 | |
| Return On Capital Employed | 0.09 | 0.06 | |
| Return On Assets | 0.10 | 0.09 | |
| Return On Equity | 0.11 | 0.11 |
Things to note about Barings Participation performance evaluation
Checking the ongoing alerts about Barings Participation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Barings Participation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 15th of November 2024 Barings Participation paid $ 0.37 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Barings Participation Investors Announces Quarterly Cash Dividend of 0. ... |
- Analyzing Barings Participation'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 Barings Participation's stock is overvalued or undervalued compared to its peers.
- Examining Barings Participation'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 Barings Participation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Participation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Barings Participation's stock. These opinions can provide insight into Barings Participation's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Barings Stock Analysis
When running Barings Participation's price analysis, check to measure Barings Participation'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 Barings Participation is operating at the current time. Most of Barings Participation's value examination focuses on studying past and present price action to predict the probability of Barings Participation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barings Participation's price. Additionally, you may evaluate how the addition of Barings Participation to your portfolios can decrease your overall portfolio volatility.