Value Partners (Germany) Performance
| 9Z1 Stock | 0.18 0.01 5.88% |
On a scale of 0 to 100, Value Partners holds a performance score of 4. The entity has a beta of -0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Value Partners are expected to decrease at a much lower rate. During the bear market, Value Partners is likely to outperform the market. Please check Value Partners' sortino ratio, potential upside, and the relationship between the jensen alpha and maximum drawdown , to make a quick decision on whether Value Partners' existing price patterns will revert.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Value Partners Group are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Value Partners unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Dividend Yield | 0.3533 |
Value |
Value Partners Relative Risk vs. Return Landscape
If you would invest 16.00 in Value Partners Group on August 28, 2024 and sell it today you would earn a total of 2.00 from holding Value Partners Group or generate 12.5% return on investment over 90 days. Value Partners Group is generating 0.3371% of daily returns and assumes 5.5468% volatility on return distribution over the 90 days horizon. Simply put, 49% of stocks are less volatile than Value, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Value Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Value Partners' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Value Partners Group, and traders can use it to determine the average amount a Value Partners' 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 = 0.0608
| Best Portfolio | Best Equity | |||
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| Small Returns | 9Z1 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 5.55 actual daily | 49 51% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Value Partners is performing at about 4% 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 Value Partners by adding it to a well-diversified portfolio.
Value Partners Fundamentals Growth
Value Stock prices reflect investors' perceptions of the future prospects and financial health of Value Partners, and Value Partners 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 Value Stock performance.
| Current Valuation | 385.03 M | |||
| Price To Book | 0.99 X | |||
| Price To Sales | 5.17 X | |||
| Total Debt | 82.63 M | |||
| Total Asset | 5.67 B | |||
About Value Partners Performance
Assessing Value Partners' fundamental ratios provides investors with valuable insights into Value Partners' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Value Partners 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.
Things to note about Value Partners Group performance evaluation
Checking the ongoing alerts about Value Partners for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Value Partners Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Value Partners Group had very high historical volatility over the last 90 days | |
| Value Partners Group has some characteristics of a very speculative penny stock |
- Analyzing Value Partners' 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 Value Partners' stock is overvalued or undervalued compared to its peers.
- Examining Value Partners' 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 Value Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Value Partners' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Value Partners' stock. These opinions can provide insight into Value Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Value Stock Analysis
When running Value Partners' price analysis, check to measure Value Partners' 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 Value Partners is operating at the current time. Most of Value Partners' value examination focuses on studying past and present price action to predict the probability of Value Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Value Partners' price. Additionally, you may evaluate how the addition of Value Partners to your portfolios can decrease your overall portfolio volatility.