Uwharrie Capital Corp Stock Performance
| UWHR Stock | USD 8.40 0.15 1.82% |
Uwharrie Capital has a performance score of 7 on a scale of 0 to 100. The entity has a beta of -0.0433, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Uwharrie Capital are expected to decrease at a much lower rate. During the bear market, Uwharrie Capital is likely to outperform the market. Uwharrie Capital Corp right now has a risk of 1.38%. Please validate Uwharrie Capital maximum drawdown, as well as the relationship between the skewness and price action indicator , to decide if Uwharrie Capital will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Uwharrie Capital Corp are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak technical indicators, Uwharrie Capital may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.82 | Five Day Return 2.44 | Year To Date Return 1.82 | Ten Year Return 219.39 | All Time Return 155.32 |
| Begin Period Cash Flow | 88.9 M | |
| Total Cashflows From Investing Activities | -100.1 M |
Uwharrie |
Uwharrie Capital Relative Risk vs. Return Landscape
If you would invest 780.00 in Uwharrie Capital Corp on August 29, 2024 and sell it today you would earn a total of 60.00 from holding Uwharrie Capital Corp or generate 7.69% return on investment over 90 days. Uwharrie Capital Corp is currently generating 0.1251% in daily expected returns and assumes 1.3805% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of otc stocks are less volatile than Uwharrie, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Uwharrie Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Uwharrie Capital's investment risk. Standard deviation is the most common way to measure market volatility of otc stocks, such as Uwharrie Capital Corp, and traders can use it to determine the average amount a Uwharrie Capital'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 = 0.0906
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| Cash | Small Risk | UWHR | High Risk | Huge Risk |
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Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Uwharrie Capital is performing at about 7% 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 Uwharrie Capital by adding it to a well-diversified portfolio.
Uwharrie Capital Fundamentals Growth
Uwharrie OTC Stock prices reflect investors' perceptions of the future prospects and financial health of Uwharrie Capital, and Uwharrie Capital 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 Uwharrie OTC Stock performance.
| Return On Equity | 0.14 | |||
| Return On Asset | 0.0067 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.26 % | |||
| Current Valuation | (36.51 M) | |||
| Shares Outstanding | 7.1 M | |||
| Price To Earning | 7.10 X | |||
| Price To Book | 2.50 X | |||
| Price To Sales | 1.42 X | |||
| Revenue | 43.85 M | |||
| Cash And Equivalents | 123.16 M | |||
| Cash Per Share | 17.77 X | |||
| Total Debt | 29.53 M | |||
| Debt To Equity | 11.29 % | |||
| Book Value Per Share | 3.08 X | |||
| Cash Flow From Operations | (3.55 M) | |||
| Earnings Per Share | 0.88 X | |||
| Total Asset | 939.68 M | |||
| Retained Earnings | 11.89 M | |||
About Uwharrie Capital Performance
Assessing Uwharrie Capital's fundamental ratios provides investors with valuable insights into Uwharrie Capital's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Uwharrie Capital is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Uwharrie Capital Corp operates as the bank holding company for Uwharrie Bank that provides retail and commercial banking services to individuals and small to medium-sized businesses in North Carolina. The company was incorporated in 1993 and is based in Albemarle, North Carolina. Uwharrie Capital operates under BanksRegional classification in the United States and is traded on OTC Exchange. It employs 178 people.Things to note about Uwharrie Capital Corp performance evaluation
Checking the ongoing alerts about Uwharrie Capital for important developments is a great way to find new opportunities for your next move. OTC Stock alerts and notifications screener for Uwharrie Capital Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Uwharrie Capital Corp currently holds about 123.16 M in cash with (3.55 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 17.77, which can makes it an attractive takeover target, given it will continue generating positive cash flow. |
- Analyzing Uwharrie Capital'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 Uwharrie Capital's stock is overvalued or undervalued compared to its peers.
- Examining Uwharrie Capital'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 Uwharrie Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Uwharrie Capital's management team can help you assess the OTC Stock's leadership.
- Pay attention to analyst opinions and ratings of Uwharrie Capital's otc stock. These opinions can provide insight into Uwharrie Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Uwharrie OTC Stock Analysis
When running Uwharrie Capital's price analysis, check to measure Uwharrie Capital'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 Uwharrie Capital is operating at the current time. Most of Uwharrie Capital's value examination focuses on studying past and present price action to predict the probability of Uwharrie Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Uwharrie Capital's price. Additionally, you may evaluate how the addition of Uwharrie Capital to your portfolios can decrease your overall portfolio volatility.