SM Investments (Philippines) Performance
| SM Stock | 875.00 5.00 0.57% |
The entity owns a Beta (Systematic Risk) of -0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning SM Investments are expected to decrease at a much lower rate. During the bear market, SM Investments is likely to outperform the market. At this point, SM Investments Corp has a negative expected return of -0.0194%. Please make sure to validate SM Investments' potential upside, and the relationship between the jensen alpha and rate of daily change , to decide if SM Investments Corp performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
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Over the last 90 days SM Investments Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, SM Investments is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Price Earnings Ratio | 35.6117 | |
| Total Cashflows From Investing Activities | -40.9 B |
SM Investments |
SM Investments Relative Risk vs. Return Landscape
If you would invest 89,550 in SM Investments Corp on September 1, 2024 and sell it today you would lose (2,050) from holding SM Investments Corp or give up 2.29% of portfolio value over 90 days. SM Investments Corp is producing return of less than zero assuming 1.8493% volatility of returns over the 90 days investment horizon. Simply put, 16% of all stocks have less volatile historical return distribution than SM Investments, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SM Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SM Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SM Investments Corp, and traders can use it to determine the average amount a SM Investments' 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 = -0.0105
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| Negative Returns | SM |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SM Investments 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 SM Investments by adding SM Investments to a well-diversified portfolio.
SM Investments Fundamentals Growth
SM Investments Stock prices reflect investors' perceptions of the future prospects and financial health of SM Investments, and SM Investments 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 SM Investments Stock performance.
| Revenue | 428.06 B | |||
| Total Debt | 405.22 B | |||
| Cash Flow From Operations | 48.14 B | |||
| Earnings Per Share | 23.76 X | |||
| Total Asset | 1.34 T | |||
About SM Investments Performance
By analyzing SM Investments' fundamental ratios, stakeholders can gain valuable insights into SM Investments' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SM Investments 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 SM Investments has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about SM Investments Corp performance evaluation
Checking the ongoing alerts about SM Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SM Investments Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SM Investments Corp generated a negative expected return over the last 90 days |
- Analyzing SM Investments' 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 SM Investments' stock is overvalued or undervalued compared to its peers.
- Examining SM Investments' 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 SM Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of SM Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SM Investments' stock. These opinions can provide insight into SM Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SM Investments Stock analysis
When running SM Investments' price analysis, check to measure SM Investments' 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 SM Investments is operating at the current time. Most of SM Investments' value examination focuses on studying past and present price action to predict the probability of SM Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SM Investments' price. Additionally, you may evaluate how the addition of SM Investments to your portfolios can decrease your overall portfolio volatility.
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