Caldwell Partners International Stock Performance
| CWL Stock | CAD 1.05 0.06 5.41% |
The firm shows a Beta (market volatility) of -0.82, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Caldwell Partners are expected to decrease at a much lower rate. During the bear market, Caldwell Partners is likely to outperform the market. At this point, Caldwell Partners has a negative expected return of -0.0192%. Please make sure to confirm Caldwell Partners' day median price, period momentum indicator, as well as the relationship between the kurtosis and maximum drawdown , to decide if Caldwell Partners 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 Caldwell Partners International has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy essential indicators, Caldwell Partners is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
Last Split Factor 2:1 | Dividend Date 2020-03-16 | Ex Dividend Date 2020-01-20 | Last Split Date 1996-05-16 |
1 | Caldwell Announces Promotion of Cait Houston to Partner - StockTitan | 09/10/2024 |
2 | Caldwell Reports Fourth Quarter and Full Year Results and Declares Quarterly Dividend - AccessWire | 11/19/2024 |
| Begin Period Cash Flow | 35.7 M | |
| Free Cash Flow | -11.4 M |
Caldwell |
Caldwell Partners Relative Risk vs. Return Landscape
If you would invest 110.00 in Caldwell Partners International on September 2, 2024 and sell it today you would lose (5.00) from holding Caldwell Partners International or give up 4.55% of portfolio value over 90 days. Caldwell Partners International is producing return of less than zero assuming 3.3108% volatility of returns over the 90 days investment horizon. Simply put, 29% of all stocks have less volatile historical return distribution than Caldwell Partners, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Caldwell Partners Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caldwell Partners' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Caldwell Partners International, and traders can use it to determine the average amount a Caldwell 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 = -0.0058
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| Negative Returns | CWL |
Estimated Market Risk
| 3.31 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Caldwell Partners 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 Caldwell Partners by adding Caldwell Partners to a well-diversified portfolio.
Caldwell Partners Fundamentals Growth
Caldwell Stock prices reflect investors' perceptions of the future prospects and financial health of Caldwell Partners, and Caldwell 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 Caldwell Stock performance.
| Return On Equity | -0.0576 | ||||
| Return On Asset | 0.0019 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 17.9 M | ||||
| Shares Outstanding | 29.56 M | ||||
| Price To Earning | 15.62 X | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 0.36 X | ||||
| Revenue | 96.93 M | ||||
| Gross Profit | 34.65 M | ||||
| EBITDA | (10.37 M) | ||||
| Net Income | (11.3 M) | ||||
| Cash And Equivalents | 35.67 M | ||||
| Cash Per Share | 0.69 X | ||||
| Total Debt | 21.8 M | ||||
| Current Ratio | 1.44 X | ||||
| Book Value Per Share | 1.11 X | ||||
| Cash Flow From Operations | (11.22 M) | ||||
| Earnings Per Share | (0.12) X | ||||
| Market Capitalization | 33.11 M | ||||
| Total Asset | 84.64 M | ||||
| Retained Earnings | (4.8 M) | ||||
| Working Capital | 11.04 M | ||||
About Caldwell Partners Performance
By examining Caldwell Partners' fundamental ratios, stakeholders can obtain critical insights into Caldwell Partners' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Caldwell Partners is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (20.46) | (21.48) | |
| Return On Tangible Assets | 0.07 | 0.08 | |
| Return On Capital Employed | 0.19 | 0.11 | |
| Return On Assets | 0.06 | 0.04 | |
| Return On Equity | 0.13 | 0.14 |
Things to note about Caldwell Partners performance evaluation
Checking the ongoing alerts about Caldwell Partners for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Caldwell Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Caldwell Partners generated a negative expected return over the last 90 days | |
| Caldwell Partners has some characteristics of a very speculative penny stock | |
| Caldwell Partners has high historical volatility and very poor performance | |
| Caldwell Partners has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the revenue of 96.93 M. Net Loss for the year was (11.3 M) with profit before overhead, payroll, taxes, and interest of 34.65 M. | |
| Caldwell Partners International has accumulated about 35.67 M in cash with (11.22 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.69. | |
| Roughly 18.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Caldwell Reports Fourth Quarter and Full Year Results and Declares Quarterly Dividend - AccessWire |
- Analyzing Caldwell 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 Caldwell Partners' stock is overvalued or undervalued compared to its peers.
- Examining Caldwell 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 Caldwell Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caldwell Partners' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Caldwell Partners' stock. These opinions can provide insight into Caldwell Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Caldwell Stock
Caldwell Partners financial ratios help investors to determine whether Caldwell Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Caldwell with respect to the benefits of owning Caldwell Partners security.