Bread Financial Holdings Stock Alpha and Beta Analysis
| BFH Stock | USD 58.07 1.27 2.24% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Bread Financial Holdings. It also helps investors analyze the systematic and unsystematic risks associated with investing in Bread Financial over a specified time horizon. Remember, high Bread Financial'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 Bread Financial's market risk premium analysis include:
Beta 2.59 | Alpha (0.16) | Risk 3.57 | Sharpe Ratio 0.0258 | Expected Return 0.0922 |
Bread Financial Quarterly Cash And Equivalents |
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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.
Bread |
Bread Financial Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Bread Financial market risk premium is the additional return an investor will receive from holding Bread Financial 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 Bread Financial. 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 Bread Financial's performance over market.| α | -0.16 | β | 2.59 |
Bread Financial 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 Bread Financial's Buy-and-hold return. Our buy-and-hold chart shows how Bread Financial performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Bread Financial Market Price Analysis
Market price analysis indicators help investors to evaluate how Bread Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Bread Financial shares will generate the highest return on investment. By understating and applying Bread Financial stock market price indicators, traders can identify Bread Financial position entry and exit signals to maximize returns.
Bread Financial Return and Market Media
The median price of Bread Financial for the period between Tue, Aug 27, 2024 and Mon, Nov 25, 2024 is 51.19 with a coefficient of variation of 8.28. The daily time series for the period is distributed with a sample standard deviation of 4.35, arithmetic mean of 52.5, and mean deviation of 3.76. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Bread Financial Holdings Inc Stock Price Down 9.07 percent on Sep 10 | 09/10/2024 |
| Bread Financial dividend paid on 13th of September 2024 | 09/13/2024 |
2 | Disposition of tradable shares by Turtle Creek Asset Management Inc. of Bread Financial at 30.6171 subject to Rule 16b-3 | 09/27/2024 |
3 | Acquisition by Tammy McConnaughey of 2820 shares of Bread Financial subject to Rule 16b-3 | 09/30/2024 |
4 | Heres What Key Metrics Tell Us About Bread Financial Q3 Earnings | 10/24/2024 |
5 | TD Cowen Raises Bread Financial Price Target to 50.00 | 10/28/2024 |
6 | Bread financial director John Fawcett buys 51k in stock | 10/30/2024 |
7 | Coinbase Q3 Earnings Surpass Estimates on Higher Revenues | 10/31/2024 |
8 | Bread Financial Holdings Inc Shares Up 3.63 percent on Nov 5 | 11/05/2024 |
9 | Bread Financial to Participate in KBWs Fintech Payments Conference | 11/07/2024 |
10 | The Federal Reserve is trimming rates, and these higher-yielding assets could be called back soon | 11/12/2024 |
11 | Bank of America says Trumps win will unlock small-cap MA and these stocks may be takeover candidates | 11/15/2024 |
12 | AM Best Affirms Credit Ratings of Bahamas First Holdings Limiteds Operating Subsidiaries | 11/21/2024 |
About Bread Financial 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 Bread or other stocks. Alpha measures the amount that position in Bread Financial Holdings 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.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0127 | 0.0229 | 0.0256 | 0.0143 | Price To Sales Ratio | 1.01 | 0.49 | 0.54 | 0.51 |
Bread Financial Upcoming Company Events
As portrayed in its financial statements, the presentation of Bread Financial's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Bread Financial's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Bread Financial's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Bread Financial. Please utilize our Beneish M Score to check the likelihood of Bread Financial's management manipulating its earnings.
| 25th of April 2024 Upcoming Quarterly Report | View | |
| 25th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Build Portfolio with Bread Financial
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Bread Financial Backtesting, Bread Financial Valuation, Bread Financial Correlation, Bread Financial Hype Analysis, Bread Financial Volatility, Bread Financial History and analyze Bread Financial Performance. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Bread Financial 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.