PetroChina (China) Performance
| 601857 Stock | 8.11 0.02 0.25% |
The company holds a Beta of -0.51, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning PetroChina are expected to decrease at a much lower rate. During the bear market, PetroChina is likely to outperform the market. At this point, PetroChina has a negative expected return of -0.16%. Please make sure to check PetroChina's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if PetroChina performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days PetroChina Co Ltd has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Payout Ratio 0.5085 | Ex Dividend Date 2024-09-19 |
1 | PetroChina shares pop after half-year profit, revenue gains - Seeking Alpha | 08/27/2024 |
2 | Robust Upstream Earnings Helped Offset PetroChinas Weak Downstream Segments - Morningstar | 10/29/2024 |
| Begin Period Cash Flow | 191.2 B |
PetroChina |
PetroChina Relative Risk vs. Return Landscape
If you would invest 905.00 in PetroChina Co Ltd on August 24, 2024 and sell it today you would lose (94.00) from holding PetroChina Co Ltd or give up 10.39% of portfolio value over 90 days. PetroChina Co Ltd is generating negative expected returns and assumes 2.3898% volatility on return distribution over the 90 days horizon. Simply put, 21% of stocks are less volatile than PetroChina, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PetroChina Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PetroChina's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PetroChina Co Ltd, and traders can use it to determine the average amount a PetroChina'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 = -0.0672
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| Negative Returns | 601857 |
Estimated Market Risk
| 2.39 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PetroChina is not performing at its full potential. However, 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 PetroChina by adding PetroChina to a well-diversified portfolio.
PetroChina Fundamentals Growth
PetroChina Stock prices reflect investors' perceptions of the future prospects and financial health of PetroChina, and PetroChina 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 PetroChina Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0564 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 1.5 T | ||||
| Shares Outstanding | 161.92 B | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 0.47 X | ||||
| Revenue | 3.01 T | ||||
| Gross Profit | 1.03 T | ||||
| EBITDA | 496.11 B | ||||
| Net Income | 161.14 B | ||||
| Total Debt | 38.98 B | ||||
| Book Value Per Share | 8.14 X | ||||
| Cash Flow From Operations | 456.6 B | ||||
| Earnings Per Share | 0.89 X | ||||
| Total Asset | 2.75 T | ||||
| Retained Earnings | 914.38 B | ||||
About PetroChina Performance
By analyzing PetroChina's fundamental ratios, stakeholders can gain valuable insights into PetroChina's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PetroChina has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PetroChina has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
PetroChina is entity of China. It is traded as Stock on SHG exchange.Things to note about PetroChina performance evaluation
Checking the ongoing alerts about PetroChina for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PetroChina help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PetroChina generated a negative expected return over the last 90 days | |
| About 95.0% of the company shares are owned by insiders or employees | |
| Latest headline from news.google.com: Robust Upstream Earnings Helped Offset PetroChinas Weak Downstream Segments - Morningstar |
- Analyzing PetroChina'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 PetroChina's stock is overvalued or undervalued compared to its peers.
- Examining PetroChina'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 PetroChina's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PetroChina's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PetroChina's stock. These opinions can provide insight into PetroChina's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for PetroChina Stock analysis
When running PetroChina's price analysis, check to measure PetroChina'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 PetroChina is operating at the current time. Most of PetroChina's value examination focuses on studying past and present price action to predict the probability of PetroChina's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PetroChina's price. Additionally, you may evaluate how the addition of PetroChina to your portfolios can decrease your overall portfolio volatility.
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