Potbelly Co Stock Alpha and Beta Analysis
| PBPB Stock | USD 10.21 0.29 2.92% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Potbelly Co. It also helps investors analyze the systematic and unsystematic risks associated with investing in Potbelly over a specified time horizon. Remember, high Potbelly's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Potbelly's market risk premium analysis include:
Beta 2.43 | Alpha 0.11 | Risk 3.51 | Sharpe Ratio 0.14 | Expected Return 0.48 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Potbelly |
Potbelly Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Potbelly market risk premium is the additional return an investor will receive from holding Potbelly long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Potbelly. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Potbelly's performance over market.| α | 0.11 | β | 2.43 |
Potbelly expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Potbelly's Buy-and-hold return. Our buy-and-hold chart shows how Potbelly performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Potbelly Market Price Analysis
Market price analysis indicators help investors to evaluate how Potbelly stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Potbelly shares will generate the highest return on investment. By understating and applying Potbelly stock market price indicators, traders can identify Potbelly position entry and exit signals to maximize returns.
Potbelly Return and Market Media
The median price of Potbelly for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 8.15 with a coefficient of variation of 10.58. The daily time series for the period is distributed with a sample standard deviation of 0.89, arithmetic mean of 8.39, and mean deviation of 0.66. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Disposition of 537 shares by Robert Wright of Potbelly at 8.34 subject to Rule 16b-3 | 09/30/2024 |
2 | Potbelly Corp Q2 2024 Earnings Call Highlights Strong Franchise Growth and Digital ... | 10/09/2024 |
3 | Disposition of 537 shares by Robert Wright of Potbelly at 7.38 subject to Rule 16b-3 | 10/31/2024 |
4 | CVS Health Q3 Earnings and Revenues Surpass Estimates | 11/06/2024 |
5 | Potbelly Corporation Reports Results for Third Fiscal Quarter 2024 | 11/07/2024 |
6 | Potbelly Accelerates Growth with Signed Commitments for 32 New U.S. Shops | 11/08/2024 |
7 | Solid Earnings May Not Tell The Whole Story For Potbelly | 11/14/2024 |
8 | Unpacking Q3 Earnings Noodles In The Context Of Other Modern Fast Food Stocks | 11/19/2024 |
About Potbelly Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Potbelly or other stocks. Alpha measures the amount that position in Potbelly has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 (projected) | PTB Ratio | 23.82 | 25.01 | Dividend Yield | 0.18 | 0.16 |
Potbelly Upcoming Company Events
As portrayed in its financial statements, the presentation of Potbelly's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Potbelly's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Potbelly's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Potbelly. Please utilize our Beneish M Score to check the likelihood of Potbelly's management manipulating its earnings.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Potbelly
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Align your risk with return expectations
Check out Potbelly Backtesting, Potbelly Valuation, Potbelly Correlation, Potbelly Hype Analysis, Potbelly Volatility, Potbelly History and analyze Potbelly Performance. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Potbelly technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.