Bread Financial Holdings Stock Performance
| BFH Stock | USD 58.57 0.62 1.07% |
Bread Financial has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.24, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bread Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bread Financial is expected to be smaller as well. Bread Financial Holdings right now shows a risk of 3.6%. Please confirm Bread Financial Holdings treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if Bread Financial Holdings will be following its price patterns.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Bread Financial Holdings are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong technical and fundamental indicators, Bread Financial is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return (1.06) | Five Day Return 0.84 | Year To Date Return 75.66 | Ten Year Return (74.59) | All Time Return 418.8 |
Forward Dividend Yield 0.0145 | Payout Ratio 0.1038 | Last Split Factor 1253:1000 | Forward Dividend Rate 0.84 | Dividend Date 2024-12-13 |
| Bread Financial dividend paid on 13th of September 2024 | 09/13/2024 |
1 | Disposition of tradable shares by Turtle Creek Asset Management Inc. of Bread Financial at 30.6171 subject to Rule 16b-3 | 09/27/2024 |
2 | Acquisition by Tammy McConnaughey of 2820 shares of Bread Financial subject to Rule 16b-3 | 09/30/2024 |
3 | Mike Pence group launches 3M ad blitz in swing states to slam Kamala Harris proposed 5 trillion tax hike | 10/07/2024 |
4 | Bread Financial Q3 Earnings Snapshot | 10/24/2024 |
5 | Adidas Profits Surge 70.9 percent in Q3 Driven by Strong China Growth | 10/29/2024 |
6 | Bread Financial Holdings Inc Trading 2.93 percent Higher on Oct 30 | 10/30/2024 |
7 | Bread Financial Holdings, Inc. to Issue 0.21 Quarterly Dividend | 11/07/2024 |
8 | Verity Asset Management Inc. Invests 384,000 in Bread Financial Holdings, Inc. | 11/08/2024 |
9 | Meta to offer less personalized ads in Europe to appease regulators | 11/12/2024 |
10 | Bread Financial Holdings Inc Trading 3.23 percent Higher on Nov 22 | 11/22/2024 |
11 | Bread Financials SWOT analysis stock faces headwinds amid regulatory changes | 11/25/2024 |
| Begin Period Cash Flow | 3.9 B |
Bread |
Bread Financial Relative Risk vs. Return Landscape
If you would invest 5,797 in Bread Financial Holdings on August 30, 2024 and sell it today you would earn a total of 60.00 from holding Bread Financial Holdings or generate 1.04% return on investment over 90 days. Bread Financial Holdings is generating 0.0779% of daily returns assuming volatility of 3.5985% on return distribution over 90 days investment horizon. In other words, 32% of stocks are less volatile than Bread, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Bread Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bread Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bread Financial Holdings, and traders can use it to determine the average amount a Bread 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 = 0.0216
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| Cash | Small Risk | Average Risk | BFH | Huge Risk |
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Estimated Market Risk
| 3.6 actual daily | 32 68% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Bread Financial is performing at about 1% 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 Bread Financial by adding it to a well-diversified portfolio.
Bread Financial Fundamentals Growth
Bread Stock prices reflect investors' perceptions of the future prospects and financial health of Bread Financial, and Bread 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 Bread Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0146 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 4.01 B | ||||
| Shares Outstanding | 49.72 M | ||||
| Price To Earning | 3.78 X | ||||
| Price To Book | 0.93 X | ||||
| Price To Sales | 1.17 X | ||||
| Revenue | 3.06 B | ||||
| Gross Profit | 1.6 B | ||||
| EBITDA | 1.08 B | ||||
| Net Income | 718 M | ||||
| Cash And Equivalents | 3.89 B | ||||
| Cash Per Share | 62.41 X | ||||
| Total Debt | 5.44 B | ||||
| Debt To Equity | 3.27 % | ||||
| Current Ratio | 1.77 X | ||||
| Book Value Per Share | 62.62 X | ||||
| Cash Flow From Operations | 1.99 B | ||||
| Earnings Per Share | 6.34 X | ||||
| Market Capitalization | 2.88 B | ||||
| Total Asset | 23.14 B | ||||
| Retained Earnings | 767 M | ||||
About Bread Financial Performance
By evaluating Bread Financial's fundamental ratios, stakeholders can gain valuable insights into Bread Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bread Financial 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 Bread Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 3.4 K | 3.6 K | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.07 | 0.08 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.25 | 0.23 |
Things to note about Bread Financial Holdings performance evaluation
Checking the ongoing alerts about Bread Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bread Financial Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bread Financial had very high historical volatility over the last 90 days | |
| Bread Financial has a poor financial position based on the latest SEC disclosures | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: Bread Financials SWOT analysis stock faces headwinds amid regulatory changes |
- Analyzing Bread 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 Bread Financial's stock is overvalued or undervalued compared to its peers.
- Examining Bread 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 Bread Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bread Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bread Financial's stock. These opinions can provide insight into Bread Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bread Stock analysis
When running Bread Financial's price analysis, check to measure Bread 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 Bread Financial is operating at the current time. Most of Bread Financial's value examination focuses on studying past and present price action to predict the probability of Bread 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 Bread Financial's price. Additionally, you may evaluate how the addition of Bread Financial to your portfolios can decrease your overall portfolio volatility.
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