Invercap (Chile) Performance
| INVERCAP | CLP 1,609 8.20 0.51% |
The company retains a Market Volatility (i.e., Beta) of -0.0689, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invercap are expected to decrease at a much lower rate. During the bear market, Invercap is likely to outperform the market. At this point, Invercap has a negative expected return of -0.15%. Please make sure to check out Invercap's maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Invercap performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Invercap has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 7.8 M | |
| Total Cashflows From Investing Activities | -173.1 M |
Invercap |
Invercap Relative Risk vs. Return Landscape
If you would invest 176,170 in Invercap on September 19, 2024 and sell it today you would lose (15,230) from holding Invercap or give up 8.65% of portfolio value over 90 days. Invercap is generating negative expected returns and assumes 1.0328% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Invercap, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invercap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invercap's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invercap, and traders can use it to determine the average amount a Invercap'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 = -0.1408
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| Negative Returns | INVERCAP |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invercap 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 Invercap by adding Invercap to a well-diversified portfolio.
Invercap Fundamentals Growth
Invercap Stock prices reflect investors' perceptions of the future prospects and financial health of Invercap, and Invercap 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 Invercap Stock performance.
| Return On Equity | 0.24 | |||
| Return On Asset | 0.0913 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 1.23 T | |||
| Shares Outstanding | 149.45 M | |||
| Price To Book | 0.34 X | |||
| Price To Sales | 131.68 X | |||
| Revenue | 408.87 M | |||
| EBITDA | 672.5 M | |||
| Cash And Equivalents | 2.27 M | |||
| Cash Per Share | 0.01 X | |||
| Total Debt | 641.78 M | |||
| Debt To Equity | 6.50 % | |||
| Book Value Per Share | 7.89 X | |||
| Cash Flow From Operations | 28.79 M | |||
| Earnings Per Share | 1,824 X | |||
| Total Asset | 7.58 B | |||
About Invercap Performance
By analyzing Invercap's fundamental ratios, stakeholders can gain valuable insights into Invercap's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invercap 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 Invercap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Invercap S.A., through its subsidiaries, engages in the engages in extraction of iron ore and production of steel. The company was founded in 1994 and is based in Santiago, Chile. INVERCAP is traded on Commodity Exchange in Exotistan.Things to note about Invercap performance evaluation
Checking the ongoing alerts about Invercap for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invercap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invercap generated a negative expected return over the last 90 days | |
| About 76.0% of the company shares are held by company insiders |
- Analyzing Invercap'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 Invercap's stock is overvalued or undervalued compared to its peers.
- Examining Invercap'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 Invercap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invercap's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invercap's stock. These opinions can provide insight into Invercap's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Invercap Stock analysis
When running Invercap's price analysis, check to measure Invercap'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 Invercap is operating at the current time. Most of Invercap's value examination focuses on studying past and present price action to predict the probability of Invercap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invercap's price. Additionally, you may evaluate how the addition of Invercap to your portfolios can decrease your overall portfolio volatility.
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