Summer Energy Holdings Stock Performance
The entity has a beta of 0.14, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Summer Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Summer Energy is expected to be smaller as well. Summer Energy Holdings right now has a risk of 0.5%. Please validate Summer Energy risk adjusted performance, standard deviation, as well as the relationship between the Standard Deviation and maximum drawdown , to decide if Summer Energy will be following its existing price patterns.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Summer Energy Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound primary indicators, Summer Energy is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 3.9 M | |
| Total Cashflows From Investing Activities | -12.9 K |
Summer |
Summer Energy Relative Risk vs. Return Landscape
If you would invest 35.00 in Summer Energy Holdings on September 29, 2025 and sell it today you would earn a total of 0.00 from holding Summer Energy Holdings or generate 0.0% return on investment over 90 days. Summer Energy Holdings is currently generating 0.0012% in daily expected returns and assumes 0.502% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of otc stocks are less volatile than Summer, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Summer Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Summer Energy's investment risk. Standard deviation is the most common way to measure market volatility of otc stocks, such as Summer Energy Holdings, and traders can use it to determine the average amount a Summer Energy'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 = 0.0025
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SUME |
Based on monthly moving average Summer Energy 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 Summer Energy by adding Summer Energy to a well-diversified portfolio.
Summer Energy Fundamentals Growth
Summer OTC Stock prices reflect investors' perceptions of the future prospects and financial health of Summer Energy, and Summer Energy 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 Summer OTC Stock performance.
| Return On Equity | -1.73 | |||
| Return On Asset | -0.053 | |||
| Profit Margin | (0.06) % | |||
| Operating Margin | (0.03) % | |||
| Current Valuation | 36.8 M | |||
| Shares Outstanding | 32.31 M | |||
| Price To Earning | 112.50 X | |||
| Price To Book | 6.19 X | |||
| Price To Sales | 0.15 X | |||
| Revenue | 166.32 M | |||
| EBITDA | (7.53 M) | |||
| Cash And Equivalents | 4.23 M | |||
| Cash Per Share | 0.13 X | |||
| Total Debt | 10.27 M | |||
| Book Value Per Share | 0.07 X | |||
| Cash Flow From Operations | (9.8 M) | |||
| Earnings Per Share | (0.32) X | |||
| Total Asset | 51.5 M | |||
| Retained Earnings | (6.18 M) | |||
| Current Asset | 19.31 M | |||
| Current Liabilities | 11.76 M | |||
About Summer Energy Performance
By analyzing Summer Energy's fundamental ratios, stakeholders can gain valuable insights into Summer Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Summer Energy 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 Summer Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Summer Energy Holdings, Inc., through its subsidiaries, operates as a retail electric provider in Texas, Massachusetts, New Hampshire, Ohio, and Illinois. The company was founded in 2011 and is headquartered in Houston, Texas. Summer Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on OTC Exchange. It employs 90 people.Things to note about Summer Energy Holdings performance evaluation
Checking the ongoing alerts about Summer Energy for important developments is a great way to find new opportunities for your next move. OTC Stock alerts and notifications screener for Summer Energy Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Summer Energy has some characteristics of a very speculative penny stock | |
| The company reported the previous year's revenue of 166.32 M. Net Loss for the year was (10.73 M) with profit before overhead, payroll, taxes, and interest of 13.63 M. | |
| Summer Energy Holdings currently holds about 4.23 M in cash with (9.8 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.13. |
- Analyzing Summer Energy'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 Summer Energy's stock is overvalued or undervalued compared to its peers.
- Examining Summer Energy'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 Summer Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Summer Energy's management team can help you assess the OTC Stock's leadership.
- Pay attention to analyst opinions and ratings of Summer Energy's otc stock. These opinions can provide insight into Summer Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Summer OTC Stock analysis
When running Summer Energy's price analysis, check to measure Summer Energy'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 Summer Energy is operating at the current time. Most of Summer Energy's value examination focuses on studying past and present price action to predict the probability of Summer Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Summer Energy's price. Additionally, you may evaluate how the addition of Summer Energy to your portfolios can decrease your overall portfolio volatility.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |