Caixa Seguridade (Brazil) Performance
| CXSE3 Stock | BRL 14.97 0.10 0.67% |
The firm shows a Beta (market volatility) of 0.34, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Caixa Seguridade's returns are expected to increase less than the market. However, during the bear market, the loss of holding Caixa Seguridade is expected to be smaller as well. At this point, Caixa Seguridade Par has a negative expected return of -0.0455%. Please make sure to confirm Caixa Seguridade's information ratio, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Caixa Seguridade Par 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 Caixa Seguridade Participaes has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Caixa Seguridade is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 371.2 M | |
| Total Cashflows From Investing Activities | 250.2 M |
Caixa |
Caixa Seguridade Relative Risk vs. Return Landscape
If you would invest 1,549 in Caixa Seguridade Participaes on August 29, 2024 and sell it today you would lose (52.00) from holding Caixa Seguridade Participaes or give up 3.36% of portfolio value over 90 days. Caixa Seguridade Participaes is generating negative expected returns and assumes 1.3984% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Caixa, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Caixa Seguridade Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caixa Seguridade's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Caixa Seguridade Participaes, and traders can use it to determine the average amount a Caixa Seguridade'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 = -0.0325
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| Negative Returns | CXSE3 |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Caixa Seguridade 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 Caixa Seguridade by adding Caixa Seguridade to a well-diversified portfolio.
Caixa Seguridade Fundamentals Growth
Caixa Stock prices reflect investors' perceptions of the future prospects and financial health of Caixa Seguridade, and Caixa Seguridade 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 Caixa Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.16 | |||
| Profit Margin | 0.75 % | |||
| Operating Margin | 0.85 % | |||
| Current Valuation | 22.56 B | |||
| Shares Outstanding | 3 B | |||
| Price To Earning | 16.26 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 6.85 X | |||
| Revenue | 894.69 M | |||
| EBITDA | 2.89 B | |||
| Cash And Equivalents | 470 K | |||
| Cash Per Share | 0.13 X | |||
| Book Value Per Share | 3.92 X | |||
| Cash Flow From Operations | 1.59 B | |||
| Earnings Per Share | 0.81 X | |||
| Total Asset | 10.66 B | |||
About Caixa Seguridade Performance
Assessing Caixa Seguridade's fundamental ratios provides investors with valuable insights into Caixa Seguridade's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Caixa Seguridade 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.
Caixa Seguridade Participaes S.A. provides various life and non-life insurance policies in Brazil. Caixa Seguridade Participaes S.A. is a subsidiary of Caixa Econmica Federal. CAIXA SEGURION operates under InsuranceDiversified classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about Caixa Seguridade Par performance evaluation
Checking the ongoing alerts about Caixa Seguridade for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Caixa Seguridade Par help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Caixa Seguridade Par generated a negative expected return over the last 90 days | |
| Over 87.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Caixa Seguridade'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 Caixa Seguridade's stock is overvalued or undervalued compared to its peers.
- Examining Caixa Seguridade'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 Caixa Seguridade's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caixa Seguridade's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Caixa Seguridade's stock. These opinions can provide insight into Caixa Seguridade's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Caixa Stock Analysis
When running Caixa Seguridade's price analysis, check to measure Caixa Seguridade'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 Caixa Seguridade is operating at the current time. Most of Caixa Seguridade's value examination focuses on studying past and present price action to predict the probability of Caixa Seguridade's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caixa Seguridade's price. Additionally, you may evaluate how the addition of Caixa Seguridade to your portfolios can decrease your overall portfolio volatility.