Holistic Asset Finance Stock Performance
| HAFG Stock | USD 0.55 0.00 0.00% |
The company retains a Market Volatility (i.e., Beta) of 0.0032, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Holistic Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Holistic Asset is expected to be smaller as well. At this point, Holistic Asset Finance has a negative expected return of -0.34%. Please make sure to check out Holistic Asset's maximum drawdown, as well as the relationship between the rate of daily change and relative strength index , to decide if Holistic Asset Finance 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 Holistic Asset Finance has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's technical and fundamental indicators remain nearly stable which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
Holistic |
Holistic Asset Relative Risk vs. Return Landscape
If you would invest 70.00 in Holistic Asset Finance on October 1, 2025 and sell it today you would lose (15.00) from holding Holistic Asset Finance or give up 21.43% of portfolio value over 90 days. Holistic Asset Finance is currently does not generate positive expected returns and assumes 2.6888% risk (volatility on return distribution) over the 90 days horizon. In different words, 24% of pink sheets are less volatile than Holistic, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Holistic Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Holistic Asset's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Holistic Asset Finance, and traders can use it to determine the average amount a Holistic Asset'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 = -0.125
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Based on monthly moving average Holistic Asset 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 Holistic Asset by adding Holistic Asset to a well-diversified portfolio.
Holistic Asset Fundamentals Growth
Holistic Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Holistic Asset, and Holistic Asset 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 Holistic Pink Sheet performance.
| Return On Equity | -0.64 | |||
| Return On Asset | -0.0684 | |||
| Profit Margin | (0.35) % | |||
| Operating Margin | (0.13) % | |||
| Current Valuation | 282.03 K | |||
| Shares Outstanding | 1.13 M | |||
| Price To Book | 0.06 X | |||
| Price To Sales | 0.1 X | |||
| Revenue | 9.99 M | |||
| EBITDA | (254.4 K) | |||
| Cash And Equivalents | 72.52 K | |||
| Cash Per Share | 0.06 X | |||
| Total Debt | 431.73 K | |||
| Debt To Equity | 0.09 % | |||
| Book Value Per Share | 4.49 X | |||
| Cash Flow From Operations | (2.87 M) | |||
| Earnings Per Share | (3.46) X | |||
| Total Asset | 11.08 M | |||
About Holistic Asset Performance
By analyzing Holistic Asset's fundamental ratios, stakeholders can gain valuable insights into Holistic Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Holistic Asset 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 Holistic Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Holistic Asset Finance Group Co., Ltd. provides investment banking, securities, and wealth management services. Holistic Asset Finance Group Co., Ltd. was incorporated in 2005 and is based in New York, New York. Holistic Asset operates under Capital Markets classification in the United States and is traded on OTC Exchange.Things to note about Holistic Asset Finance performance evaluation
Checking the ongoing alerts about Holistic Asset for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Holistic Asset Finance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Holistic Asset generated a negative expected return over the last 90 days | |
| Holistic Asset has some characteristics of a very speculative penny stock | |
| Holistic Asset has high likelihood to experience some financial distress in the next 2 years | |
| Holistic Asset Finance currently holds 431.73 K in liabilities with Debt to Equity (D/E) ratio of 0.09, which may suggest the company is not taking enough advantage from borrowing. Holistic Asset Finance has a current ratio of 0.86, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Holistic Asset until it has trouble settling it off, either with new capital or with free cash flow. So, Holistic Asset'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 Holistic Asset Finance sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Holistic to invest in growth at high rates of return. When we think about Holistic Asset's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the previous year's revenue of 9.99 M. Net Loss for the year was (6.43 M) with profit before overhead, payroll, taxes, and interest of 4.87 M. | |
| Holistic Asset Finance currently holds about 72.52 K in cash with (2.87 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.06. |
- Analyzing Holistic Asset'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 Holistic Asset's stock is overvalued or undervalued compared to its peers.
- Examining Holistic Asset'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 Holistic Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Holistic Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Holistic Asset's pink sheet. These opinions can provide insight into Holistic Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Holistic Pink Sheet analysis
When running Holistic Asset's price analysis, check to measure Holistic Asset'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 Holistic Asset is operating at the current time. Most of Holistic Asset's value examination focuses on studying past and present price action to predict the probability of Holistic Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Holistic Asset's price. Additionally, you may evaluate how the addition of Holistic Asset to your portfolios can decrease your overall portfolio volatility.
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