Schulz SA (Brazil) Performance
| SHUL4 Preferred Stock | BRL 5.60 0.04 0.71% |
The entity has a beta of 0.24, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schulz SA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schulz SA is expected to be smaller as well. At this point, Schulz SA has a negative expected return of -0.25%. Please make sure to validate Schulz SA's potential upside, daily balance of power, and the relationship between the maximum drawdown and kurtosis , to decide if Schulz SA 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 Schulz SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Preferred Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 443.2 M | |
| Total Cashflows From Investing Activities | -131.3 M |
Schulz |
Schulz SA Relative Risk vs. Return Landscape
If you would invest 659.00 in Schulz SA on September 3, 2024 and sell it today you would lose (99.00) from holding Schulz SA or give up 15.02% of portfolio value over 90 days. Schulz SA is generating negative expected returns and assumes 1.202% volatility on return distribution over the 90 days horizon. Simply put, 10% of preferred stocks are less volatile than Schulz, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Schulz SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schulz SA's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Schulz SA, and traders can use it to determine the average amount a Schulz SA'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 = -0.2087
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| Negative Returns | SHUL4 |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schulz SA 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 Schulz SA by adding Schulz SA to a well-diversified portfolio.
Schulz SA Fundamentals Growth
Schulz Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Schulz SA, and Schulz SA 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 Schulz Preferred Stock performance.
| Return On Equity | 0.27 | ||||
| Return On Asset | 0.0984 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 1.91 B | ||||
| Shares Outstanding | 204.45 M | ||||
| Price To Earning | 11.02 X | ||||
| Price To Book | 1.49 X | ||||
| Price To Sales | 0.45 X | ||||
| Revenue | 1.71 B | ||||
| EBITDA | 298.8 M | ||||
| Cash And Equivalents | 74.29 M | ||||
| Cash Per Share | 2.11 X | ||||
| Total Debt | 697.66 M | ||||
| Debt To Equity | 0.94 % | ||||
| Book Value Per Share | 2.91 X | ||||
| Cash Flow From Operations | (17.84 M) | ||||
| Earnings Per Share | 0.38 X | ||||
| Total Asset | 2.18 B | ||||
| Retained Earnings | 156 M | ||||
| Current Asset | 610 M | ||||
| Current Liabilities | 218 M | ||||
About Schulz SA Performance
Assessing Schulz SA's fundamental ratios provides investors with valuable insights into Schulz SA's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Schulz SA 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.
Schulz S.A. manufactures and sells air compressors and automotive components in Brazil and internationally. The company was incorporated in 1963 and is headquartered in Joinville, Brazil. SCHULZ PN operates under Auto Parts classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 3329 people.Things to note about Schulz SA performance evaluation
Checking the ongoing alerts about Schulz SA for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Schulz SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schulz SA generated a negative expected return over the last 90 days | |
| Schulz SA has accumulated about 74.29 M in cash with (17.84 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 2.11. | |
| Roughly 43.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Schulz SA'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 Schulz SA's stock is overvalued or undervalued compared to its peers.
- Examining Schulz SA'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 Schulz SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schulz SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Schulz SA's preferred stock. These opinions can provide insight into Schulz SA's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Schulz Preferred Stock Analysis
When running Schulz SA's price analysis, check to measure Schulz SA'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 Schulz SA is operating at the current time. Most of Schulz SA's value examination focuses on studying past and present price action to predict the probability of Schulz SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schulz SA's price. Additionally, you may evaluate how the addition of Schulz SA to your portfolios can decrease your overall portfolio volatility.