Rec Fundo Competition

Funds . Brazil . 
Fund . Rec Fundo De
RECX11 Fund  BRL 67.99  0.00  0.00%   
Rec Fundo De competes with BTG Pactual, Plano Plano, Companhia Habitasul, Telefonaktiebolaget, and Cable One; as well as few others. The fund is not categorized under any group at this time. Analyzing Rec Fundo competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Rec Fundo to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rec Fundo Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Rec Fundo competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
64.2567.9971.73
Details
Intrinsic
Valuation
LowRealHigh
57.1360.8774.79
Details
Naive
Forecast
LowNextHigh
63.0966.8370.57
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
50.5661.8773.18
Details

Rec Fundo Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Rec Fundo and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Rec 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 Rec Fundo De does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SUZB3
+ 0.87
C1AB34
SUZB3
+ 0.84
E1RI34
BUSR39
+ 0.82
C1AB34
BUSR39
+ 0.78
SUZB3
E1RI34
+ 0.75
BVAR11
B1TI34
+ 0.74
C1AB34
  
High negative correlations   
SUZB3
- 0.82
BTLG11
BVAR11
- 0.81
HBTS5
E1RI34
- 0.77
BTLG11
E1RI34
- 0.74
HBTS5
BUSR39
- 0.72
BTLG11
BEWZ39
- 0.7
HBTS5

Risk-Adjusted Indicators

There is a big difference between Rec Fund performing well and Rec Fundo Fund 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 Rec Fundo'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BTLG11  0.76 (0.20) 0.00  4.81  0.00 
 0.00 
 1.20 
(2.15)
 6.17 
PLPL3  1.80 (0.13) 0.00 (0.36) 0.00 
 0.00 
 3.33 
(3.90)
 13.45 
HBTS5  1.77 (0.51) 0.00  7.04  0.00 
 0.00 
 4.99 
(6.25)
 20.48 
BVAR11  0.39  0.12  0.00 (0.21) 0.00 
 0.00 
 0.28 
 0.00 
 10.26 
E1RI34  1.31  0.34  0.15  26.54  0.81 
(2.28)
 3.62 
(2.09)
 16.05 
C1AB34  1.35  0.24  0.09  0.35  1.78 
(1.63)
 4.00 
(2.76)
 13.73 
BEWZ39  0.98  0.12 (0.02)(0.22) 1.45 
(0.96)
 2.06 
(2.65)
 8.74 
B1TI34  0.98  0.10  0.00  1.83  1.12 
(1.13)
 2.42 
(1.94)
 4.95 
SUZB3  1.03  0.30  0.13 (0.71) 0.89 
(1.19)
 2.63 
(1.65)
 6.36 
BUSR39  0.93  0.15  0.01 (0.66) 0.97 
(1.09)
 2.65 
(1.81)
 5.39 
All Fundamental Data

Rec Fundo Competitive Analysis

The better you understand Rec Fundo competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Rec Fundo'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 Rec Fundo'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
RECX11 BTLG11 PLPL3 HBTS5 BVAR11 E1RI34 C1AB34 BEWZ39 B1TI34 SUZB3
 0.00 
 67.99 
Rec
 0.22 
 90.00 
BTG
 1.93 
 11.60 
Plano
 1.75 
 28.00 
Companhia
 0.00 
 1,450 
FDO
 0.24 
 25.26 
Telefonaktiebolaget
 4.86 
 12.13 
Cable
 1.41 
 52.65 
Ishares
 1.43 
 44.95 
British
 0.79 
 64.10 
Suzano
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
Very Weak
Very Weak
Very Weak
Insignificant
Good
Good
Very Weak
Modest
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
About Average
Low
Low
About Average
Unknown
Low
Low
About Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
2.78
5.68
0.51
N/A
1.86
N/A
N/A
2.95
Net Asset
N/A
N/A
1.27 B
1.32 B
305.61 B
6.95 B
N/A
137.37 B
118.98 B
Profit Margin
N/A
18.96
0.0763
0.068
0.069
0.22
N/A
0.24
0.39
EBITDA
N/A
N/A
190.28 M
196.32 M
38.66 B
789.6 M
N/A
11.73 B
19.66 B
Price To Book
N/A
1.08
1.81
0.55
1.46
2.3
N/A
0.2
2.46
Operating Margin
N/A
62.59
0.0975
0.27
N/A
0.31
N/A
0.42
0.4
Current Valuation
N/A
202.43 M
971.73 M
470.48 M
101.24 B
41.25 B
N/A
729.19 B
133.18 B
Retained Earnings
N/A
N/A
N/A
260 M
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
79 M
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
N/A
N/A
2.94
N/A
N/A
N/A
N/A
N/A
Beta
N/A
0.65
-0.66
0.8
0.27
0.81
N/A
0.37
0.65
Number Of Employees
N/A
N/A
6
12
105.53 K
3.63 K
N/A
52.08 K
26
Shares Outstanding
N/A
1.65 M
198.26 M
5.95 M
6.66 B
1.16 B
N/A
2.24 B
1.31 B
Cash Flow From Operations
N/A
5.63 M
73.71 M
(80.77 M)
39.06 B
704.34 M
N/A
9.72 B
17.64 B
Annual Yield
N/A
N/A
0.0386
0.0384
0.0457
0.0136
N/A
0.0727
0.0547
Total Debt
N/A
N/A
347.45 M
173.49 M
22.24 B
3.8 B
N/A
35.35 B
81.24 B
Return On Equity
N/A
1.13
0.29
0.0216
0.16
0.21
N/A
0.0957
0.88
Z Score
N/A
N/A
2.2
N/A
2.4
3.6
N/A
7.2
N/A
Return On Asset
N/A
2.33
0.0624
0.0204
0.0592
0.0472
N/A
0.0501
0.0969
Book Value Per Share
N/A
98.81
1.94
54.72
N/A
325.52
N/A
33.8
21.35
Current Liabilities
N/A
N/A
N/A
102 M
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
N/A
1.27 B
1.32 B
305.61 B
6.95 B
N/A
137.37 B
118.98 B
Last Dividend Paid
N/A
0.32
0.16
N/A
N/A
11.1
N/A
2.18
2.39
Debt To Equity
N/A
N/A
1.33
0.21
N/A
2.38
N/A
N/A
5.06
Target Price
N/A
N/A
6.04
N/A
N/A
N/A
N/A
N/A
69.15
Shares Owned By Institutions
N/A
0.03
12.07
N/A
N/A
N/A
N/A
N/A
30.03
Market Capitalization
N/A
157.42 M
814.83 M
167.92 M
101.28 B
24.75 B
N/A
436.53 B
61.33 B
Price To Earning
N/A
98.94
4.69
312.5
N/A
0.19
N/A
N/A
51.98
Price To Earnings To Growth
N/A
N/A
N/A
N/A
1.89
N/A
N/A
1.79
0.29
Price To Sales
N/A
14.75
0.52
1.1
0.79
13.89
N/A
18.26
1.44
Net Income
N/A
2.02 M
135.09 M
189.8 M
22.69 B
291.82 M
N/A
6.8 B
8.63 B
Earnings Per Share
N/A
1.08
0.5
1.21
1.44
1.56
N/A
18.26
13.65
Shares Owned By Insiders
N/A
N/A
69.28
36.19
N/A
N/A
N/A
N/A
41.31
Revenue
N/A
10.67 M
1.27 B
266.95 M
232.31 B
1.61 B
N/A
25.68 B
40.97 B
Working Capital
N/A
N/A
N/A
(23 M)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
186.95 M
55.87 M
N/A
448.96 M
N/A
N/A
9.38 B
Cash Per Share
N/A
N/A
1.37
8.71
N/A
74.36
N/A
N/A
8.18
Gross Profit
N/A
8.26 M
396.77 M
172.12 M
113.49 B
1.15 B
N/A
22.85 B
20.35 B
Day Typical Price
67.99
90.43
11.52
28.17
1450.0
25.26
12.15
52.5
45.3
64.14
Accumulation Distribution
N/A
3214.56
88550.08
26.32
N/A
N/A
0.24
0.82
39.35
239029.0
Market Facilitation Index
N/A
0.0
N/A
3.0E-4
N/A
N/A
0.0177
0.0303
6.0E-4
N/A
Daily Balance Of Power
0.0
0.0758
0.3729
(1.00)
0.0
(9,223,372,036,855)
(2.70)
0.6348
(0.61)
(0.34)
Period Momentum Indicator
N/A
0.2
0.22
(0.50)
N/A
(0.06)
(0.62)
0.73
(0.65)
(0.51)
Rate Of Daily Change
1.0
1.0
1.02
0.98
1.0
1.0
0.95
1.01
0.99
0.99
Day Median Price
67.99
90.64
11.49
28.25
1450.0
25.26
12.17
52.43
45.48
64.16
Price Action Indicator
N/A
(0.54)
0.22
(0.50)
N/A
(0.03)
(0.34)
0.59
(0.85)
(0.31)
Relative Strength Index
83.01
45.45
50.37
37.14
67.57
49.01
81.01
49.22
79.98
56.53
Coefficient Of Variation
2629.52
(626.25)
(2,534)
(676.41)
1681.87
634.39
597.1
1565.26
1035.94
499.66
Mean Deviation
1.2
0.7596
1.8
1.77
0.3933
1.31
1.35
0.9802
0.978
1.03
Jensen Alpha
0.0551
(0.20)
(0.13)
(0.51)
0.1172
0.3356
0.2411
0.1217
0.1043
0.303
Total Risk Alpha
(0.45)
(0.39)
(0.47)
(1.06)
(0.15)
(0.01)
0.01
(0.14)
(0.09)
0.0464
Sortino Ratio
0.002
N/A
N/A
N/A
N/A
0.1533
0.0861
(0.02)
(0)
0.125
Downside Variance
52.71
N/A
N/A
N/A
N/A
2.11
8.08
2.46
1.52
1.37
Standard Deviation
3.65
1.21
2.31
3.41
1.45
2.2
2.21
1.42
1.26
1.35
Kurtosis
26.56
8.14
1.74
7.62
28.56
16.9
3.14
2.04
0.5303
0.3537
Potential Upside
3.14
1.2
3.33
4.99
0.2773
3.62
4.0
2.06
2.42
2.63
Treynor Ratio
0.1997
4.81
(0.36)
7.04
(0.21)
26.54
0.3477
(0.22)
1.83
(0.71)
Maximum Drawdown
22.24
6.17
13.45
20.48
10.26
16.05
13.73
8.74
4.95
6.36
Variance
13.36
1.46
5.33
11.66
2.12
4.85
4.86
2.01
1.58
1.83
Market Risk Adjusted Performance
0.2097
4.82
(0.35)
7.05
(0.20)
26.55
0.3577
(0.21)
1.84
(0.70)
Risk Adjusted Performance
0.0355
(0.11)
(0.02)
(0.1)
0.048
0.1206
0.1277
0.0511
0.074
0.1492
Skewness
2.05
1.33
(0.66)
(1.29)
2.44
3.26
0.4351
(0.1)
(0.15)
0.2482
Semi Deviation
2.35
N/A
N/A
N/A
N/A
0.8089
1.78
1.45
1.12
0.8891
Information Ratio
0.004
(0.26)
(0.09)
(0.18)
(0.03)
0.1011
0.111
(0.02)
(0)
0.1082
Value At Risk
(3.35)
(2.15)
(3.90)
(6.25)
N/A
(2.09)
(2.76)
(2.65)
(1.94)
(1.65)
Expected Short fall
(3.73)
N/A
N/A
N/A
N/A
(2.28)
(1.63)
(0.96)
(1.13)
(1.19)
Downside Deviation
7.26
N/A
N/A
N/A
N/A
1.45
2.84
1.57
1.23
1.17
Semi Variance
5.51
N/A
N/A
N/A
N/A
0.6543
3.16
2.11
1.25
0.7904

Rec Fundo Competition Performance Charts

Five steps to successful analysis of Rec Fundo Competition

Rec Fundo'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 Rec Fundo De in relation to its competition. Rec Fundo's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Rec Fundo 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 Rec Fundo's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Rec Fundo De, 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.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Rec Fundo position

In addition to having Rec Fundo 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.

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Conservative Funds
Conservative Funds Theme
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 40 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 Conservative Funds Theme or any other thematic opportunities.
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Other Information on Investing in Rec Fund

Rec Fundo financial ratios help investors to determine whether Rec Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rec with respect to the benefits of owning Rec Fundo security.
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