Bread Competitors
| BFH Stock | USD 70.86 8.18 10.35% |
Bread Financial vs Kemper Correlation
Good diversification
The correlation between Bread Financial Holdings and KMPR is -0.02 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Bread Financial Holdings and KMPR in the same portfolio, assuming nothing else is changed.
Bread Financial Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Bread Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Bread and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Bread Financial Holdings does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Bread Stock performing well and Bread Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Bread Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| WU | 1.44 | 0.16 | 0.10 | 0.21 | 1.36 | 3.59 | 8.02 | |||
| ENVA | 1.95 | 0.04 | 0.02 | 0.12 | 2.71 | 3.67 | 19.40 | |||
| WSBC | 1.27 | 0.08 | 0.06 | 0.15 | 1.40 | 3.00 | 9.48 | |||
| NMIH | 1.25 | 0.10 | 0.01 | 1.67 | 1.77 | 2.36 | 12.17 | |||
| BHF | 0.31 | (0.13) | 0.00 | 1.53 | 0.00 | 0.39 | 2.84 | |||
| WSFS | 1.23 | 0.15 | 0.08 | 0.27 | 1.38 | 2.71 | 9.87 | |||
| TBBK | 2.11 | (0.40) | 0.00 | (0.08) | 0.00 | 4.87 | 20.77 | |||
| ETOR | 2.52 | (0.34) | 0.00 | (0.13) | 0.00 | 5.53 | 24.15 | |||
| KMPR | 1.24 | (0.34) | 0.00 | (0.22) | 0.00 | 2.31 | 16.65 |
Bread Financial Competitive Analysis
The better you understand Bread Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Bread Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Bread Financial's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Bread Financial Competition Performance Charts
Five steps to successful analysis of Bread Financial Competition
Bread Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Bread Financial Holdings in relation to its competition. Bread Financial's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Bread Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Bread Financial's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Bread Financial Holdings, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Bread Financial position
In addition to having Bread Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Companies that develop and distribute software and software systems to individuals or business. The Software theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Software Theme or any other thematic opportunities.
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Check out Bread Financial Correlation with its peers. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is there potential for Consumer Finance market expansion? Will Bread introduce new products? Factors like these will boost the valuation of Bread Financial. Projected growth potential of Bread fundamentally drives upward valuation adjustments. Understanding fair value requires weighing current performance against future potential. All the valuation information about Bread Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Investors evaluate Bread Financial Holdings using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Bread Financial's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Bread Financial's market price to deviate significantly from intrinsic value.
It's important to distinguish between Bread Financial's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Bread Financial should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Bread Financial's market price signifies the transaction level at which participants voluntarily complete trades.