Pensionbee Group (UK) Performance
| PBEE Stock | 149.00 3.50 2.30% |
The company holds a Beta of -0.3, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Pensionbee Group are expected to decrease at a much lower rate. During the bear market, Pensionbee Group is likely to outperform the market. At this point, Pensionbee Group PLC has a negative expected return of -0.18%. Please make sure to check Pensionbee Group's value at risk, skewness, and the relationship between the maximum drawdown and potential upside , to decide if Pensionbee Group PLC 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 Pensionbee Group PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
1 | PensionBee Outlines Growth Strategy at Capital Markets Day - TipRanks | 10/01/2024 |
2 | Clifford Chance Guides PensionBee On 20M Fundraise - Law360 | 10/24/2024 |
3 | IRA Provider PensionBee Launches App for U.S. Retirement Savers - Yahoo Finance | 12/05/2024 |
| Begin Period Cash Flow | 21.3 M | |
| Free Cash Flow | -8.9 M |
Pensionbee |
Pensionbee Group Relative Risk vs. Return Landscape
If you would invest 16,950 in Pensionbee Group PLC on September 23, 2024 and sell it today you would lose (2,050) from holding Pensionbee Group PLC or give up 12.09% of portfolio value over 90 days. Pensionbee Group PLC is generating negative expected returns and assumes 1.8634% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than Pensionbee, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pensionbee Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pensionbee Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pensionbee Group PLC, and traders can use it to determine the average amount a Pensionbee Group'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 = -0.0955
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| Negative Returns | PBEE |
Estimated Market Risk
| 1.86 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pensionbee Group 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 Pensionbee Group by adding Pensionbee Group to a well-diversified portfolio.
Pensionbee Group Fundamentals Growth
Pensionbee Stock prices reflect investors' perceptions of the future prospects and financial health of Pensionbee Group, and Pensionbee Group 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 Pensionbee Stock performance.
| Return On Equity | -0.36 | ||||
| Return On Asset | -0.17 | ||||
| Profit Margin | (0.18) % | ||||
| Operating Margin | (0.23) % | ||||
| Current Valuation | 341.13 M | ||||
| Shares Outstanding | 236.06 M | ||||
| Price To Book | 27.26 X | ||||
| Price To Sales | 12.71 X | ||||
| Revenue | 23.82 M | ||||
| Gross Profit | 6.21 M | ||||
| EBITDA | (10.39 M) | ||||
| Net Income | (10.57 M) | ||||
| Total Debt | 398 K | ||||
| Book Value Per Share | 0.06 X | ||||
| Cash Flow From Operations | (8.82 M) | ||||
| Earnings Per Share | (0.02) X | ||||
| Total Asset | 17.43 M | ||||
| Retained Earnings | (50.69 M) | ||||
About Pensionbee Group Performance
Assessing Pensionbee Group's fundamental ratios provides investors with valuable insights into Pensionbee Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pensionbee Group 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.
Pensionbee Group is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Pensionbee Group PLC performance evaluation
Checking the ongoing alerts about Pensionbee Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pensionbee Group PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pensionbee Group PLC generated a negative expected return over the last 90 days | |
| The company reported the revenue of 23.82 M. Net Loss for the year was (10.57 M) with profit before overhead, payroll, taxes, and interest of 6.21 M. | |
| Pensionbee Group generates negative cash flow from operations | |
| About 45.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: IRA Provider PensionBee Launches App for U.S. Retirement Savers - Yahoo Finance |
- Analyzing Pensionbee Group'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 Pensionbee Group's stock is overvalued or undervalued compared to its peers.
- Examining Pensionbee Group'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 Pensionbee Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pensionbee Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pensionbee Group's stock. These opinions can provide insight into Pensionbee Group's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Pensionbee Stock Analysis
When running Pensionbee Group's price analysis, check to measure Pensionbee Group'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 Pensionbee Group is operating at the current time. Most of Pensionbee Group's value examination focuses on studying past and present price action to predict the probability of Pensionbee Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pensionbee Group's price. Additionally, you may evaluate how the addition of Pensionbee Group to your portfolios can decrease your overall portfolio volatility.