Banco Pan (Brazil) Performance
| BPAN4 Preferred Stock | BRL 7.10 0.22 3.01% |
The firm shows a Beta (market volatility) of 0.41, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Banco Pan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Banco Pan is expected to be smaller as well. At this point, Banco Pan SA has a negative expected return of -0.57%. Please make sure to confirm Banco Pan's treynor ratio, potential upside, and the relationship between the total risk alpha and maximum drawdown , to decide if Banco Pan SA 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 Banco Pan SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Preferred Stock's basic indicators remain comparatively stable which may send shares a bit higher in December 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 1.3 B | |
| Total Cashflows From Investing Activities | -3 B |
Banco |
Banco Pan Relative Risk vs. Return Landscape
If you would invest 1,025 in Banco Pan SA on August 31, 2024 and sell it today you would lose (315.00) from holding Banco Pan SA or give up 30.73% of portfolio value over 90 days. Banco Pan SA is generating negative expected returns and assumes 2.1353% volatility on return distribution over the 90 days horizon. Simply put, 19% of preferred stocks are less volatile than Banco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Banco Pan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Banco Pan's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Banco Pan SA, and traders can use it to determine the average amount a Banco Pan'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 = -0.2659
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| Negative Returns | BPAN4 |
Estimated Market Risk
| 2.14 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.57 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.27 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Banco Pan 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 Banco Pan by adding Banco Pan to a well-diversified portfolio.
Banco Pan Fundamentals Growth
Banco Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Banco Pan, and Banco Pan 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 Banco Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.014 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.14 % | ||||
| Current Valuation | 29.65 B | ||||
| Shares Outstanding | 615.62 M | ||||
| Price To Earning | 25.82 X | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 0.97 X | ||||
| Revenue | 7.54 B | ||||
| Cash And Equivalents | 1.6 B | ||||
| Cash Per Share | 1.33 X | ||||
| Total Debt | 831.87 M | ||||
| Book Value Per Share | 5.96 X | ||||
| Cash Flow From Operations | (4.56 B) | ||||
| Earnings Per Share | 0.59 X | ||||
| Total Asset | 47.9 B | ||||
| Retained Earnings | (67 M) | ||||
| Current Asset | 3.77 B | ||||
| Current Liabilities | 17.2 B | ||||
About Banco Pan Performance
Assessing Banco Pan's fundamental ratios provides investors with valuable insights into Banco Pan's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Banco Pan 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.
Banco Pan S.A., together with its subsidiaries, operates as a middle-sized financial institution in Brazil. The company was formerly known as Banco Panamericano S.A. and changed its name to Banco Pan S.A. in August 2014. BANCO PAN operates under BanksRegional classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 2886 people.Things to note about Banco Pan SA performance evaluation
Checking the ongoing alerts about Banco Pan for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Banco Pan SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Banco Pan SA generated a negative expected return over the last 90 days | |
| Banco Pan SA has accumulated about 1.6 B in cash with (4.56 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.33. | |
| Roughly 67.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Banco Pan'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 Banco Pan's stock is overvalued or undervalued compared to its peers.
- Examining Banco Pan'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 Banco Pan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Banco Pan's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Banco Pan's preferred stock. These opinions can provide insight into Banco Pan's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Banco Preferred Stock Analysis
When running Banco Pan's price analysis, check to measure Banco Pan'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 Banco Pan is operating at the current time. Most of Banco Pan's value examination focuses on studying past and present price action to predict the probability of Banco Pan's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Banco Pan's price. Additionally, you may evaluate how the addition of Banco Pan to your portfolios can decrease your overall portfolio volatility.