Cathay Financial (Taiwan) Performance
| 2882B Stock | TWD 60.00 0.10 0.17% |
Cathay Financial has a performance score of 24 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0259, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Cathay Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cathay Financial is expected to be smaller as well. Cathay Financial Holding right now shows a risk of 0.28%. Please confirm Cathay Financial Holding sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if Cathay Financial Holding will be following its price patterns.
Risk-Adjusted Performance
24 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Cathay Financial Holding are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Cathay Financial is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 657.8 B | |
| Total Cashflows From Investing Activities | -12.9 B |
Cathay |
Cathay Financial Relative Risk vs. Return Landscape
If you would invest 5,690 in Cathay Financial Holding on September 1, 2024 and sell it today you would earn a total of 310.00 from holding Cathay Financial Holding or generate 5.45% return on investment over 90 days. Cathay Financial Holding is generating 0.0846% of daily returns and assumes 0.2777% volatility on return distribution over the 90 days horizon. Simply put, 2% of stocks are less volatile than Cathay, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Cathay Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cathay Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Cathay Financial Holding, and traders can use it to determine the average amount a Cathay Financial'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 = 0.3048
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| Cash | 2882B | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 24 76% of assets perform better |
Based on monthly moving average Cathay Financial is performing at about 24% of its full potential. 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 Cathay Financial by adding it to a well-diversified portfolio.
Cathay Financial Fundamentals Growth
Cathay Stock prices reflect investors' perceptions of the future prospects and financial health of Cathay Financial, and Cathay Financial 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 Cathay Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | -0.0129 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | (0.42) % | |||
| Current Valuation | (1.22 T) | |||
| Shares Outstanding | 12.5 B | |||
| Price To Earning | 7.78 X | |||
| Price To Sales | 0.81 X | |||
| Revenue | 621.86 B | |||
| EBITDA | (235.56 B) | |||
| Cash And Equivalents | 2.3 T | |||
| Cash Per Share | 174.87 X | |||
| Total Debt | 429.04 B | |||
| Debt To Equity | 0.50 % | |||
| Book Value Per Share | 21.23 X | |||
| Cash Flow From Operations | 72.52 B | |||
| Earnings Per Share | 8.58 X | |||
| Total Asset | 11.59 T | |||
About Cathay Financial Performance
Assessing Cathay Financial's fundamental ratios provides investors with valuable insights into Cathay Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Cathay Financial 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.
Cathay Financial Holding Co., Ltd., through its subsidiaries, provides various financial services in Taiwan and other countries in Asia. Cathay Financial Holding Co., Ltd. was founded in 2001 and is based in Taipei City, Taiwan. CATHAY FINANCIAL operates under InsuranceLife classification in Taiwan and is traded on Taiwan Stock Exchange. It employs 57347 people.Things to note about Cathay Financial Holding performance evaluation
Checking the ongoing alerts about Cathay Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Cathay Financial Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Cathay Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cathay Financial's stock performance include:- Analyzing Cathay Financial'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 Cathay Financial's stock is overvalued or undervalued compared to its peers.
- Examining Cathay Financial'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 Cathay Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cathay Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Cathay Financial's stock. These opinions can provide insight into Cathay Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Cathay Stock Analysis
When running Cathay Financial's price analysis, check to measure Cathay Financial'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 Cathay Financial is operating at the current time. Most of Cathay Financial's value examination focuses on studying past and present price action to predict the probability of Cathay Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cathay Financial's price. Additionally, you may evaluate how the addition of Cathay Financial to your portfolios can decrease your overall portfolio volatility.