Is Copa Holdings Stock a Good Investment?
Copa Holdings Investment Advice | CPA |
- Examine Copa Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Copa Holdings' leadership team and their track record. Good management can help Copa Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Passenger Airlines space and any emerging trends that could impact Copa Holdings' business and its evolving consumer preferences.
- Compare Copa Holdings' performance and market position to its competitors. Analyze how Copa Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Copa Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Copa Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Copa Holdings SA stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Copa Holdings SA is a good investment.
Sell | Buy |
Sell
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Copa Holdings Stock
Researching Copa Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 94.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.68. Some equities with similar Price to Book (P/B) outperform the market in the long run. Copa Holdings SA has Price/Earnings To Growth (PEG) ratio of 0.16. The entity recorded earning per share (EPS) of 15.11. The firm last dividend was issued on the 30th of August 2024. Copa Holdings had 1:2 split on the 16th of May 2013.
To determine if Copa Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Copa Holdings' research are outlined below:
| Copa Holdings SA has 1.75 B in debt with debt to equity (D/E) ratio of 1.27, which is OK given its current industry classification. Copa Holdings SA has a current ratio of 0.95, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Copa to invest in growth at high rates of return. | |
| Copa Holdings SA has a strong financial position based on the latest SEC filings | |
| Over 94.0% of Copa Holdings shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Should You Buy Copa Holdings After Golden Cross |
Copa Holdings Quarterly Cash And Short Term Investments |
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Copa Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Copa Holdings SA. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Copa Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Copa Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Copa Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2006-11-15 | 2006-09-30 | 0.79 | 0.87 | 0.08 | 10 | ||
2006-08-16 | 2006-06-30 | 0.44 | 0.53 | 0.09 | 20 | ||
2016-02-17 | 2015-12-31 | 0.63 | 0.73 | 0.1 | 15 | ||
2008-08-14 | 2008-06-30 | 0.59 | 0.7 | 0.11 | 18 | ||
2019-08-07 | 2019-06-30 | 1.08 | 1.2 | 0.12 | 11 | ||
2015-08-12 | 2015-06-30 | 1.05 | 0.93 | -0.12 | 11 | ||
2010-05-05 | 2010-03-31 | 0.97 | 0.84 | -0.13 | 13 | ||
2007-05-16 | 2007-03-31 | 0.99 | 1.12 | 0.13 | 13 |
Know Copa Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Copa Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Copa Holdings SA backward and forwards among themselves. Copa Holdings' institutional investor refers to the entity that pools money to purchase Copa Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 505.5 K | Millennium Management Llc | 2024-06-30 | 482.2 K | Citadel Advisors Llc | 2024-09-30 | 455 K | Shellback Capital, Lp | 2024-09-30 | 424.7 K | Spx Gestao De Recursos Ltda | 2024-06-30 | 417.8 K | Sei Investments Co | 2024-06-30 | 386.8 K | Raymond James & Associates | 2024-09-30 | 354.5 K | Wishbone Management, Lp | 2024-06-30 | 350 K | Victory Capital Management Inc. | 2024-09-30 | 284.8 K | Capital World Investors | 2024-09-30 | 4.7 M | Baillie Gifford & Co Limited. | 2024-09-30 | 3.6 M |
Copa Holdings' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 3.88 B.Market Cap |
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Copa Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.10 | 0.08 | |
| Return On Capital Employed | 0.21 | 0.22 | |
| Return On Assets | 0.10 | 0.07 | |
| Return On Equity | 0.24 | 0.22 |
Determining Copa Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Copa Holdings is a good buy. For example, gross profit margin measures Copa Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Copa Holdings' profitability and make more informed investment decisions.
Please note, the presentation of Copa Holdings' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Copa Holdings' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Copa Holdings' management manipulating its earnings.
Evaluate Copa Holdings' management efficiency
Copa Holdings SA has Return on Asset of 0.0947 % which means that on every $100 spent on assets, it made $0.0947 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3543 %, implying that it generated $0.3543 on every 100 dollars invested. Copa Holdings' management efficiency ratios could be used to measure how well Copa Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.22, whereas Return On Tangible Assets are forecasted to decline to 0.08. At present, Copa Holdings' Non Currrent Assets Other are projected to decrease significantly based on the last few years of reporting. The current year's Net Tangible Assets is expected to grow to about 1.3 B, whereas Total Assets are forecasted to decline to about 3.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 52.75 | 55.39 | |
| Tangible Book Value Per Share | 50.57 | 53.09 | |
| Enterprise Value Over EBITDA | 5.41 | 5.68 | |
| Price Book Value Ratio | 2.02 | 1.91 | |
| Enterprise Value Multiple | 5.41 | 5.68 | |
| Price Fair Value | 2.02 | 1.91 | |
| Enterprise Value | 5.2 B | 3.4 B |
Effective leadership at Copa Holdings drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Dividend Yield 0.0609 | Forward Dividend Yield 0.0609 | Forward Dividend Rate 6.44 | Beta 1.47 |
Basic technical analysis of Copa Stock
As of the 25th of November, Copa Holdings shows the Risk Adjusted Performance of 0.046, mean deviation of 1.47, and Downside Deviation of 2.83. Copa Holdings SA technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Copa Holdings' Outstanding Corporate Bonds
Copa Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Copa Holdings SA uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Copa bonds can be classified according to their maturity, which is the date when Copa Holdings SA has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Copa Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Copa Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.046 | |||
| Market Risk Adjusted Performance | 0.277 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 2.66 | |||
| Downside Deviation | 2.83 | |||
| Coefficient Of Variation | 1948.84 | |||
| Standard Deviation | 2.31 | |||
| Variance | 5.31 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0593 | |||
| Total Risk Alpha | (0.25) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.267 | |||
| Maximum Drawdown | 17.32 | |||
| Value At Risk | (2.73) | |||
| Potential Upside | 3.72 | |||
| Downside Variance | 8.0 | |||
| Semi Variance | 7.08 | |||
| Expected Short fall | (1.43) | |||
| Skewness | (2.25) | |||
| Kurtosis | 12.45 |
| Risk Adjusted Performance | 0.046 | |||
| Market Risk Adjusted Performance | 0.277 | |||
| Mean Deviation | 1.47 | |||
| Semi Deviation | 2.66 | |||
| Downside Deviation | 2.83 | |||
| Coefficient Of Variation | 1948.84 | |||
| Standard Deviation | 2.31 | |||
| Variance | 5.31 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0593 | |||
| Total Risk Alpha | (0.25) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.267 | |||
| Maximum Drawdown | 17.32 | |||
| Value At Risk | (2.73) | |||
| Potential Upside | 3.72 | |||
| Downside Variance | 8.0 | |||
| Semi Variance | 7.08 | |||
| Expected Short fall | (1.43) | |||
| Skewness | (2.25) | |||
| Kurtosis | 12.45 |
Consider Copa Holdings' intraday indicators
Copa Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Copa Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Copa Holdings Corporate Filings
6K | 22nd of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 24th of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
| 29th of April 2024 Other Reports | ViewVerify |
Copa Stock media impact
Far too much social signal, news, headlines, and media speculation about Copa Holdings that are available to investors today. That information is available publicly through Copa media outlets and privately through word of mouth or via Copa internal channels. However, regardless of the origin, that massive amount of Copa data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Copa Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Copa Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Copa Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Copa Holdings alpha.
Copa Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Copa Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Copa Holdings SA Historical Investor Sentiment
Investor biases related to Copa Holdings' public news can be used to forecast risks associated with an investment in Copa. The trend in average sentiment can be used to explain how an investor holding Copa can time the market purely based on public headlines and social activities around Copa Holdings SA. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Copa Holdings' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Copa Holdings and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Copa Holdings news discussions. The higher the estimate score, the more favorable the investor's outlook on Copa Holdings.
Copa Holdings Corporate Directors
| Jose Velez | Non-Executive Independent Director | Profile | |
| Andrew Levy | Independent Director | Profile | |
| Josh Connor | Non-Executive Independent Director | Profile | |
| Alvaro Heilbron | Director | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Copa Holdings SA. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Is Passenger Airlines space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Copa Holdings. If investors know Copa will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Copa Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 5.494 | Earnings Share 15.11 | Revenue Per Share 84.346 | Quarterly Revenue Growth 0.013 | Return On Assets 0.0947 |
The market value of Copa Holdings SA is measured differently than its book value, which is the value of Copa that is recorded on the company's balance sheet. Investors also form their own opinion of Copa Holdings' value that differs from its market value or its book value, called intrinsic value, which is Copa Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Copa Holdings' market value can be influenced by many factors that don't directly affect Copa Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Copa Holdings' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Copa Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Copa Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.