SBI Investment (Korea) Performance
| 019550 Stock | KRW 781.00 3.00 0.38% |
On a scale of 0 to 100, SBI Investment holds a performance score of 4. The firm has a beta of 0.5, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SBI Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding SBI Investment is expected to be smaller as well. Please check SBI Investment's semi deviation, coefficient of variation, and the relationship between the mean deviation and downside deviation , to make a quick decision on whether SBI Investment's existing price patterns will revert.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in SBI Investment KOREA are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, SBI Investment sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Total Cashflows From Investing Activities | -139.4 M |
SBI |
SBI Investment Relative Risk vs. Return Landscape
If you would invest 71,300 in SBI Investment KOREA on October 19, 2024 and sell it today you would earn a total of 6,800 from holding SBI Investment KOREA or generate 9.54% return on investment over 90 days. SBI Investment KOREA is generating 0.2139% of daily returns and assumes 3.8051% volatility on return distribution over the 90 days horizon. Simply put, 33% of stocks are less volatile than SBI, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SBI Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SBI Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SBI Investment KOREA, and traders can use it to determine the average amount a SBI Investment'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 = 0.0562
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 019550 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.81 actual daily | 33 67% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average SBI Investment is performing at about 4% 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 SBI Investment by adding it to a well-diversified portfolio.
SBI Investment Fundamentals Growth
SBI Stock prices reflect investors' perceptions of the future prospects and financial health of SBI Investment, and SBI Investment 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 SBI Stock performance.
| Return On Equity | -1.41 | |||
| Return On Asset | 0.0287 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.45 % | |||
| Current Valuation | 329.9 B | |||
| Shares Outstanding | 161.14 M | |||
| Price To Earning | 213.20 X | |||
| Price To Sales | 10.25 X | |||
| Revenue | 38.39 B | |||
| Cash And Equivalents | 6.73 B | |||
| Cash Per Share | 0.34 X | |||
| Total Debt | 1.31 B | |||
| Debt To Equity | 1.40 % | |||
| Cash Flow From Operations | 2.67 B | |||
| Total Asset | 143.66 B | |||
| Retained Earnings | (82.19 B) | |||
| Current Asset | 10.62 B | |||
| Current Liabilities | 202 M | |||
About SBI Investment Performance
By analyzing SBI Investment's fundamental ratios, stakeholders can gain valuable insights into SBI Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SBI Investment 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 SBI Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
SBI Investment Korea Co., Ltd. is a venture capital and private equity firm specializing in seed and growth stage investments, as well as buyouts, takeover bids, corporate restructurings, cross-border transactions, mergers and acquisitions, preIPO, and sell-offs in the Fintech sector. SBI Investment Korea Co., Ltd. was established in 1986 and is based in Seoul, South Korea with additional offices in China, Japan, and the U.S. SBI Investment is traded on Korean Securities Dealers Automated Quotations in South Korea.Things to note about SBI Investment KOREA performance evaluation
Checking the ongoing alerts about SBI Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SBI Investment KOREA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SBI Investment KOREA had very high historical volatility over the last 90 days | |
| About 44.0% of the company shares are owned by insiders or employees |
- Analyzing SBI Investment'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 SBI Investment's stock is overvalued or undervalued compared to its peers.
- Examining SBI Investment'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 SBI Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SBI Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SBI Investment's stock. These opinions can provide insight into SBI Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SBI Stock analysis
When running SBI Investment's price analysis, check to measure SBI Investment'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 SBI Investment is operating at the current time. Most of SBI Investment's value examination focuses on studying past and present price action to predict the probability of SBI Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SBI Investment's price. Additionally, you may evaluate how the addition of SBI Investment to your portfolios can decrease your overall portfolio volatility.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |