Pacific Horizon (UK) Performance
| PHI Stock | 562.00 4.00 0.71% |
The company holds a Beta of 0.27, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pacific Horizon's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pacific Horizon is expected to be smaller as well. At this point, Pacific Horizon Inve has a negative expected return of -0.0293%. Please make sure to check Pacific Horizon's standard deviation, maximum drawdown, kurtosis, as well as the relationship between the total risk alpha and potential upside , to decide if Pacific Horizon Inve 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 Pacific Horizon Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Pacific Horizon is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0047 | Forward Dividend Rate 0.03 | Ex Dividend Date 2024-10-24 |
1 | Pacific Horizon Investment Trust PLC Recommends Final Dividend in Respect of the Financial Year to 31 July 2024, Payable on 28 November 2024 - Marketscreener.co... | 09/16/2024 |
2 | Pacific Horizon Buys Back Shares, Adjusts Holdings - TipRanks | 09/27/2024 |
3 | Pacific Horizon Boosts Treasury Stock with Share Buyback - TipRanks | 11/12/2024 |
4 | Pacific Horizon Adjusts Treasury with Share Buyback - TipRanks | 11/21/2024 |
| Pacific Horizon dividend paid on 28th of November 2024 | 11/28/2024 |
| Begin Period Cash Flow | 12.4 M |
Pacific |
Pacific Horizon Relative Risk vs. Return Landscape
If you would invest 57,437 in Pacific Horizon Investment on September 1, 2024 and sell it today you would lose (1,237) from holding Pacific Horizon Investment or give up 2.15% of portfolio value over 90 days. Pacific Horizon Investment is generating negative expected returns and assumes 0.863% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Pacific, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pacific Horizon Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pacific Horizon's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pacific Horizon Investment, and traders can use it to determine the average amount a Pacific Horizon'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 = -0.034
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| Negative Returns | PHI |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.03 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 Pacific Horizon 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 Pacific Horizon by adding Pacific Horizon to a well-diversified portfolio.
Pacific Horizon Fundamentals Growth
Pacific Stock prices reflect investors' perceptions of the future prospects and financial health of Pacific Horizon, and Pacific Horizon 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 Pacific Stock performance.
| Return On Equity | 0.0455 | ||||
| Return On Asset | 0.0398 | ||||
| Profit Margin | 0.63 % | ||||
| Operating Margin | 0.96 % | ||||
| Current Valuation | 505.29 M | ||||
| Shares Outstanding | 90.35 M | ||||
| Price To Book | 0.84 X | ||||
| Price To Sales | 13.27 X | ||||
| Revenue | 42.42 M | ||||
| Gross Profit | (15.82 M) | ||||
| EBITDA | 37.62 M | ||||
| Net Income | 26.91 M | ||||
| Total Debt | 52 K | ||||
| Book Value Per Share | 6.64 X | ||||
| Cash Flow From Operations | (3.16 M) | ||||
| Earnings Per Share | 0.30 X | ||||
| Total Asset | 611.17 M | ||||
| Retained Earnings | 9.39 M | ||||
About Pacific Horizon Performance
By analyzing Pacific Horizon's fundamental ratios, stakeholders can gain valuable insights into Pacific Horizon's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Pacific Horizon 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 Pacific Horizon has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Pacific Horizon is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Pacific Horizon Inve performance evaluation
Checking the ongoing alerts about Pacific Horizon for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pacific Horizon Inve help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pacific Horizon Inve generated a negative expected return over the last 90 days | |
| Pacific Horizon generates negative cash flow from operations | |
| On 28th of November 2024 Pacific Horizon paid 0.0265 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Pacific Horizon Adjusts Treasury with Share Buyback - TipRanks |
- Analyzing Pacific Horizon'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 Pacific Horizon's stock is overvalued or undervalued compared to its peers.
- Examining Pacific Horizon'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 Pacific Horizon's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pacific Horizon's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pacific Horizon's stock. These opinions can provide insight into Pacific Horizon's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Pacific Stock analysis
When running Pacific Horizon's price analysis, check to measure Pacific Horizon'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 Pacific Horizon is operating at the current time. Most of Pacific Horizon's value examination focuses on studying past and present price action to predict the probability of Pacific Horizon's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pacific Horizon's price. Additionally, you may evaluate how the addition of Pacific Horizon to your portfolios can decrease your overall portfolio volatility.
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