Warteck Invest (Switzerland) Performance
| WARN Stock | CHF 1,750 15.00 0.85% |
Warteck Invest has a performance score of 7 on a scale of 0 to 100. The firm maintains a market beta of -0.0816, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Warteck Invest are expected to decrease at a much lower rate. During the bear market, Warteck Invest is likely to outperform the market. Warteck Invest right now maintains a risk of 0.54%. Please check out Warteck Invest treynor ratio, value at risk, downside variance, as well as the relationship between the maximum drawdown and potential upside , to decide if Warteck Invest will be following its historical returns.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Warteck Invest are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Warteck Invest is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 1.9 M | |
| Total Cashflows From Investing Activities | -15.6 M |
Warteck |
Warteck Invest Relative Risk vs. Return Landscape
If you would invest 169,500 in Warteck Invest on August 29, 2024 and sell it today you would earn a total of 5,500 from holding Warteck Invest or generate 3.24% return on investment over 90 days. Warteck Invest is generating 0.0521% of daily returns and assumes 0.5356% volatility on return distribution over the 90 days horizon. Simply put, 4% of stocks are less volatile than Warteck, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Warteck Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Warteck Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Warteck Invest, and traders can use it to determine the average amount a Warteck Invest'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 = 0.0973
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WARN | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Warteck Invest 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 Warteck Invest by adding it to a well-diversified portfolio.
Warteck Invest Fundamentals Growth
Warteck Stock prices reflect investors' perceptions of the future prospects and financial health of Warteck Invest, and Warteck Invest 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 Warteck Stock performance.
| Return On Equity | 0.0629 | |||
| Return On Asset | 0.0185 | |||
| Profit Margin | 0.71 % | |||
| Operating Margin | 0.72 % | |||
| Current Valuation | 936.23 M | |||
| Shares Outstanding | 247.5 K | |||
| Price To Earning | 20.35 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 15.33 X | |||
| Revenue | 35.99 M | |||
| EBITDA | 39.04 M | |||
| Cash And Equivalents | 3.57 M | |||
| Cash Per Share | 12.47 X | |||
| Total Debt | 265.7 M | |||
| Debt To Equity | 143.50 % | |||
| Book Value Per Share | 1,673 X | |||
| Cash Flow From Operations | 18.62 M | |||
| Earnings Per Share | 104.19 X | |||
| Total Asset | 886.32 M | |||
About Warteck Invest Performance
Evaluating Warteck Invest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Warteck Invest 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 Warteck Invest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Warteck Invest AG is involved in the rental of real estate properties such as apartments, leisure centers, and restaurants in Switzerland. WARTECK N operates under Real Estate Services classification in Switzerland and is traded on Switzerland Exchange. It employs 11 people.Things to note about Warteck Invest performance evaluation
Checking the ongoing alerts about Warteck Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Warteck Invest help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Warteck Invest has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Warteck Invest has accumulated 265.7 M in total debt with debt to equity ratio (D/E) of 143.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Warteck Invest has a current ratio of 0.05, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Warteck Invest until it has trouble settling it off, either with new capital or with free cash flow. So, Warteck Invest's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Warteck Invest sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Warteck to invest in growth at high rates of return. When we think about Warteck Invest's use of debt, we should always consider it together with cash and equity. | |
| About 33.0% of Warteck Invest outstanding shares are owned by insiders |
- Analyzing Warteck Invest'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 Warteck Invest's stock is overvalued or undervalued compared to its peers.
- Examining Warteck Invest'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 Warteck Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Warteck Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Warteck Invest's stock. These opinions can provide insight into Warteck Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Warteck Stock Analysis
When running Warteck Invest's price analysis, check to measure Warteck Invest'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 Warteck Invest is operating at the current time. Most of Warteck Invest's value examination focuses on studying past and present price action to predict the probability of Warteck Invest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Warteck Invest's price. Additionally, you may evaluate how the addition of Warteck Invest to your portfolios can decrease your overall portfolio volatility.