Powszechny Zaklad (Poland) Performance
| PZU Stock | 43.20 0.24 0.56% |
Powszechny Zaklad has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of 0.56, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Powszechny Zaklad's returns are expected to increase less than the market. However, during the bear market, the loss of holding Powszechny Zaklad is expected to be smaller as well. Powszechny Zaklad right now holds a risk of 2.02%. Please check Powszechny Zaklad potential upside and rate of daily change , to decide if Powszechny Zaklad will be following its historical price patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Powszechny Zaklad Ubezpieczen are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable basic indicators, Powszechny Zaklad is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 7.9 B | |
| Total Cashflows From Investing Activities | 1.9 B |
Powszechny |
Powszechny Zaklad Relative Risk vs. Return Landscape
If you would invest 4,230 in Powszechny Zaklad Ubezpieczen on August 30, 2024 and sell it today you would earn a total of 90.00 from holding Powszechny Zaklad Ubezpieczen or generate 2.13% return on investment over 90 days. Powszechny Zaklad Ubezpieczen is generating 0.0541% of daily returns and assumes 2.0247% volatility on return distribution over the 90 days horizon. Simply put, 18% of stocks are less volatile than Powszechny, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Powszechny Zaklad Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Powszechny Zaklad's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Powszechny Zaklad Ubezpieczen, and traders can use it to determine the average amount a Powszechny Zaklad'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 = 0.0267
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| Cash | Small Risk | PZU | High Risk | Huge Risk |
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Estimated Market Risk
| 2.02 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Powszechny Zaklad is performing at about 2% 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 Powszechny Zaklad by adding it to a well-diversified portfolio.
Powszechny Zaklad Fundamentals Growth
Powszechny Stock prices reflect investors' perceptions of the future prospects and financial health of Powszechny Zaklad, and Powszechny Zaklad 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 Powszechny Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0155 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 16.43 B | |||
| Shares Outstanding | 568.31 M | |||
| Price To Book | 1.18 X | |||
| Price To Sales | 0.45 X | |||
| Revenue | 40.83 B | |||
| EBITDA | 7.13 B | |||
| Total Debt | 19.58 B | |||
| Book Value Per Share | 18.04 X | |||
| Cash Flow From Operations | 7.41 B | |||
| Earnings Per Share | 3.59 X | |||
| Total Asset | 402.13 B | |||
About Powszechny Zaklad Performance
Assessing Powszechny Zaklad's fundamental ratios provides investors with valuable insights into Powszechny Zaklad's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Powszechny Zaklad 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.
Things to note about Powszechny Zaklad performance evaluation
Checking the ongoing alerts about Powszechny Zaklad for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Powszechny Zaklad help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 34.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Powszechny Zaklad'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 Powszechny Zaklad's stock is overvalued or undervalued compared to its peers.
- Examining Powszechny Zaklad'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 Powszechny Zaklad's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Powszechny Zaklad's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Powszechny Zaklad's stock. These opinions can provide insight into Powszechny Zaklad's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Powszechny Stock Analysis
When running Powszechny Zaklad's price analysis, check to measure Powszechny Zaklad'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 Powszechny Zaklad is operating at the current time. Most of Powszechny Zaklad's value examination focuses on studying past and present price action to predict the probability of Powszechny Zaklad's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Powszechny Zaklad's price. Additionally, you may evaluate how the addition of Powszechny Zaklad to your portfolios can decrease your overall portfolio volatility.