Poalim Ibi (Israel) Performance
| PIU Stock | ILS 685.00 5.00 0.74% |
On a scale of 0 to 100, Poalim Ibi holds a performance score of 8. The company holds a Beta of 0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, Poalim Ibi's returns are expected to increase less than the market. However, during the bear market, the loss of holding Poalim Ibi is expected to be smaller as well. Please check Poalim Ibi's potential upside, rate of daily change, and the relationship between the sortino ratio and skewness , to make a quick decision on whether Poalim Ibi's historical price patterns will revert.
Risk-Adjusted Performance
8 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Poalim Ibi are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Poalim Ibi sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Total Cashflows From Investing Activities | -9.2 M |
Poalim |
Poalim Ibi Relative Risk vs. Return Landscape
If you would invest 62,000 in Poalim Ibi on August 30, 2024 and sell it today you would earn a total of 6,500 from holding Poalim Ibi or generate 10.48% return on investment over 90 days. Poalim Ibi is generating 0.2383% of daily returns assuming 2.0944% volatility of returns over the 90 days investment horizon. Simply put, 18% of all stocks have less volatile historical return distribution than Poalim Ibi, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Poalim Ibi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Poalim Ibi's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Poalim Ibi, and traders can use it to determine the average amount a Poalim Ibi'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 = 0.1138
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Estimated Market Risk
| 2.09 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Poalim Ibi is performing at about 8% 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 Poalim Ibi by adding it to a well-diversified portfolio.
Poalim Ibi Fundamentals Growth
Poalim Stock prices reflect investors' perceptions of the future prospects and financial health of Poalim Ibi, and Poalim Ibi 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 Poalim Stock performance.
| Return On Equity | 0.19 | |||
| Return On Asset | 0.15 | |||
| Profit Margin | 0.39 % | |||
| Operating Margin | 0.49 % | |||
| Current Valuation | 116.98 M | |||
| Shares Outstanding | 23.11 M | |||
| Price To Sales | 2.41 X | |||
| Revenue | 68.15 M | |||
| Cash And Equivalents | 97.87 M | |||
| Cash Per Share | 4.91 X | |||
| Total Debt | 2.54 M | |||
| Debt To Equity | 1.90 % | |||
| Book Value Per Share | 5.90 X | |||
| Cash Flow From Operations | 47.88 M | |||
| Earnings Per Share | 1.79 X | |||
| Total Asset | 160 M | |||
| Retained Earnings | 12 M | |||
| Current Asset | 138 M | |||
| Current Liabilities | 20 M | |||
About Poalim Ibi Performance
By analyzing Poalim Ibi's fundamental ratios, stakeholders can gain valuable insights into Poalim Ibi's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Poalim Ibi 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 Poalim Ibi has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Poalim IBI - Management and Underwriting Ltd. operates as an investment banking company. It also offers investment banking services, including MA transactions, reorganization, locating strategic investors, and financing acquisitions and investments. POALIM I operates under Capital Markets classification in Israel and is traded on Tel Aviv Stock Exchange.Things to note about Poalim Ibi performance evaluation
Checking the ongoing alerts about Poalim Ibi for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Poalim Ibi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 28.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Poalim Ibi'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 Poalim Ibi's stock is overvalued or undervalued compared to its peers.
- Examining Poalim Ibi'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 Poalim Ibi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Poalim Ibi's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Poalim Ibi's stock. These opinions can provide insight into Poalim Ibi's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Poalim Stock analysis
When running Poalim Ibi's price analysis, check to measure Poalim Ibi'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 Poalim Ibi is operating at the current time. Most of Poalim Ibi's value examination focuses on studying past and present price action to predict the probability of Poalim Ibi's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Poalim Ibi's price. Additionally, you may evaluate how the addition of Poalim Ibi to your portfolios can decrease your overall portfolio volatility.
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