Casa De (Mexico) Performance
| FINAMEXO | MXN 29.36 0.00 0.00% |
Casa De has a performance score of 10 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0448, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Casa De's returns are expected to increase less than the market. However, during the bear market, the loss of holding Casa De is expected to be smaller as well. Casa de Bolsa right now shows a risk of 0.39%. Please confirm Casa de Bolsa treynor ratio and rate of daily change , to decide if Casa de Bolsa will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Casa de Bolsa are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong primary indicators, Casa De is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 1.5 B | |
| Total Cashflows From Investing Activities | -8 M |
Casa |
Casa De Relative Risk vs. Return Landscape
If you would invest 2,850 in Casa de Bolsa on August 31, 2024 and sell it today you would earn a total of 86.00 from holding Casa de Bolsa or generate 3.02% return on investment over 90 days. Casa de Bolsa is generating 0.0495% of daily returns and assumes 0.3864% volatility on return distribution over the 90 days horizon. Simply put, 3% of stocks are less volatile than Casa, 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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Casa De Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Casa De's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Casa de Bolsa, and traders can use it to determine the average amount a Casa De'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 = 0.128
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| Negative Returns | FINAMEXO |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Casa De is performing at about 10% 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 Casa De by adding it to a well-diversified portfolio.
Casa De Fundamentals Growth
Casa Stock prices reflect investors' perceptions of the future prospects and financial health of Casa De, and Casa De 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 Casa Stock performance.
| Return On Equity | 0.0477 | |||
| Return On Asset | 8.0E-4 | |||
| Profit Margin | 0.01 % | |||
| Operating Margin | 0 % | |||
| Current Valuation | 71.01 B | |||
| Shares Outstanding | 63.39 M | |||
| Price To Earning | 36.34 X | |||
| Price To Book | 1.10 X | |||
| Price To Sales | 0.14 X | |||
| Revenue | 585 M | |||
| Cash And Equivalents | 11.14 B | |||
| Cash Per Share | 175.77 X | |||
| Total Debt | 78.1 B | |||
| Book Value Per Share | 27.25 X | |||
| Cash Flow From Operations | 133 M | |||
| Earnings Per Share | 1.01 X | |||
| Total Asset | 61.47 B | |||
About Casa De Performance
Evaluating Casa De's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Casa De 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 Casa De 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.
Casa de Bolsa Finamex S.A.B. de C.V. operates as a provider of access services to the Mexican markets. The company was founded in 1974 and is based in Guadalajara, Mexico. CASA DE operates under Capital Markets classification in Mexico and is traded on Mexico Stock Exchange. It employs 281 people.Things to note about Casa de Bolsa performance evaluation
Checking the ongoing alerts about Casa De for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Casa de Bolsa help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Casa de Bolsa has accumulated 78.1 B in total debt. Casa de Bolsa has a current ratio of 0.37, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Casa De until it has trouble settling it off, either with new capital or with free cash flow. So, Casa De's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Casa de Bolsa sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Casa to invest in growth at high rates of return. When we think about Casa De's use of debt, we should always consider it together with cash and equity. |
- Analyzing Casa De'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 Casa De's stock is overvalued or undervalued compared to its peers.
- Examining Casa De'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 Casa De's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Casa De's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Casa De's stock. These opinions can provide insight into Casa De's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Casa Stock Analysis
When running Casa De's price analysis, check to measure Casa De'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 Casa De is operating at the current time. Most of Casa De's value examination focuses on studying past and present price action to predict the probability of Casa De's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Casa De's price. Additionally, you may evaluate how the addition of Casa De to your portfolios can decrease your overall portfolio volatility.