Mivtach Shamir (Israel) Performance
| MISH Stock | ILS 18,180 90.00 0.49% |
On a scale of 0 to 100, Mivtach Shamir holds a performance score of 9. The company secures a Beta (Market Risk) of -0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Mivtach Shamir are expected to decrease at a much lower rate. During the bear market, Mivtach Shamir is likely to outperform the market. Please check Mivtach Shamir's value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Mivtach Shamir's current price movements will revert.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Mivtach Shamir are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Mivtach Shamir sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 200.6 M | |
| Total Cashflows From Investing Activities | -44.3 M |
Mivtach |
Mivtach Shamir Relative Risk vs. Return Landscape
If you would invest 1,640,000 in Mivtach Shamir on August 25, 2024 and sell it today you would earn a total of 178,000 from holding Mivtach Shamir or generate 10.85% return on investment over 90 days. Mivtach Shamir is generating 0.2376% of daily returns and assumes 1.924% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Mivtach, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mivtach Shamir Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mivtach Shamir's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Mivtach Shamir, and traders can use it to determine the average amount a Mivtach Shamir'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 = 0.1235
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MISH | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.92 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Mivtach Shamir is performing at about 9% 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 Mivtach Shamir by adding it to a well-diversified portfolio.
Mivtach Shamir Fundamentals Growth
Mivtach Stock prices reflect investors' perceptions of the future prospects and financial health of Mivtach Shamir, and Mivtach Shamir 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 Mivtach Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0506 | |||
| Profit Margin | 0.69 % | |||
| Operating Margin | 0.83 % | |||
| Current Valuation | 2.18 B | |||
| Shares Outstanding | 9.55 M | |||
| Price To Book | 0.59 X | |||
| Price To Sales | 3.22 X | |||
| Revenue | 132.38 M | |||
| EBITDA | 179.44 M | |||
| Cash And Equivalents | 93.63 M | |||
| Cash Per Share | 9.84 X | |||
| Total Debt | 802.53 M | |||
| Debt To Equity | 59.10 % | |||
| Book Value Per Share | 139.74 X | |||
| Cash Flow From Operations | (127.95 M) | |||
| Earnings Per Share | 18.10 X | |||
| Total Asset | 2.21 B | |||
| Retained Earnings | 863 M | |||
| Current Asset | 838 M | |||
| Current Liabilities | 393 M | |||
About Mivtach Shamir Performance
By analyzing Mivtach Shamir's fundamental ratios, stakeholders can gain valuable insights into Mivtach Shamir's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mivtach Shamir 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 Mivtach Shamir has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Mivtach Shamir Holdings Ltd is a venture capital and private equity firm specializing in investments in companies that have encountered difficulties, with the aim of leading them to turnaround. Mivtach Shamir Holdings Ltd was founded in 1958 and is based in Tel Aviv, Israel. MIVTACH SHAMIR is traded on Tel Aviv Stock Exchange in Israel.Things to note about Mivtach Shamir performance evaluation
Checking the ongoing alerts about Mivtach Shamir for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Mivtach Shamir help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mivtach Shamir has accumulated 802.53 M in total debt with debt to equity ratio (D/E) of 59.1, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Mivtach Shamir has a current ratio of 0.83, 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 Mivtach Shamir until it has trouble settling it off, either with new capital or with free cash flow. So, Mivtach Shamir'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 Mivtach Shamir sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Mivtach to invest in growth at high rates of return. When we think about Mivtach Shamir's use of debt, we should always consider it together with cash and equity. | |
| Mivtach Shamir has accumulated about 93.63 M in cash with (127.95 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 9.84. | |
| Roughly 49.0% of Mivtach Shamir outstanding shares are owned by corporate insiders |
- Analyzing Mivtach Shamir'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 Mivtach Shamir's stock is overvalued or undervalued compared to its peers.
- Examining Mivtach Shamir'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 Mivtach Shamir's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mivtach Shamir's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Mivtach Shamir's stock. These opinions can provide insight into Mivtach Shamir's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Mivtach Stock analysis
When running Mivtach Shamir's price analysis, check to measure Mivtach Shamir'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 Mivtach Shamir is operating at the current time. Most of Mivtach Shamir's value examination focuses on studying past and present price action to predict the probability of Mivtach Shamir's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mivtach Shamir's price. Additionally, you may evaluate how the addition of Mivtach Shamir to your portfolios can decrease your overall portfolio volatility.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |