Bernard Loisea (France) Performance
| ALDBL Stock | EUR 3.32 0.12 3.75% |
The firm shows a Beta (market volatility) of -0.42, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Bernard Loisea are expected to decrease at a much lower rate. During the bear market, Bernard Loisea is likely to outperform the market. At this point, Bernard Loisea has a negative expected return of -0.0834%. Please make sure to confirm Bernard Loisea's semi variance, day median price, and the relationship between the value at risk and kurtosis , to decide if Bernard Loisea performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Bernard Loisea has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Bernard Loisea is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 3.7 M |
Bernard |
Bernard Loisea Relative Risk vs. Return Landscape
If you would invest 356.00 in Bernard Loisea on November 3, 2024 and sell it today you would lose (24.00) from holding Bernard Loisea or give up 6.74% of portfolio value over 90 days. Bernard Loisea is generating negative expected returns and assumes 2.418% volatility on return distribution over the 90 days horizon. Simply put, 21% of stocks are less volatile than Bernard, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bernard Loisea Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bernard Loisea's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bernard Loisea, and traders can use it to determine the average amount a Bernard Loisea'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 = -0.0345
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ALDBL |
Estimated Market Risk
| 2.42 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bernard Loisea 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 Bernard Loisea by adding Bernard Loisea to a well-diversified portfolio.
Bernard Loisea Fundamentals Growth
Bernard Stock prices reflect investors' perceptions of the future prospects and financial health of Bernard Loisea, and Bernard Loisea 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 Bernard Stock performance.
| Return On Equity | 0.47 | |||
| Return On Asset | 0.009 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.02 % | |||
| Current Valuation | 11.59 M | |||
| Shares Outstanding | 1.8 M | |||
| Price To Earning | (8.27) X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 0.74 X | |||
| Revenue | 8.74 M | |||
| EBITDA | 1 M | |||
| Cash And Equivalents | 1.43 M | |||
| Cash Per Share | 1.02 X | |||
| Total Debt | 5.4 M | |||
| Debt To Equity | 59.40 % | |||
| Book Value Per Share | 1.72 X | |||
| Cash Flow From Operations | 1.21 M | |||
| Earnings Per Share | (0.10) X | |||
About Bernard Loisea Performance
Assessing Bernard Loisea's fundamental ratios provides investors with valuable insights into Bernard Loisea's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bernard Loisea 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.
Bernard Loiseau S.A. operates hotels, restaurants, and spas in France. Bernard Loiseau operates under Restaurants classification in France and is traded on Paris Stock Exchange. It employs 124 people.Things to note about Bernard Loisea performance evaluation
Checking the ongoing alerts about Bernard Loisea for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bernard Loisea help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bernard Loisea generated a negative expected return over the last 90 days | |
| Bernard Loisea has high likelihood to experience some financial distress in the next 2 years | |
| Bernard Loisea has accumulated 5.4 M in total debt with debt to equity ratio (D/E) of 59.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Bernard Loisea has a current ratio of 0.61, 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 Bernard Loisea until it has trouble settling it off, either with new capital or with free cash flow. So, Bernard Loisea'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 Bernard Loisea sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Bernard to invest in growth at high rates of return. When we think about Bernard Loisea's use of debt, we should always consider it together with cash and equity. | |
| About 74.0% of Bernard Loisea shares are held by company insiders |
- Analyzing Bernard Loisea'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 Bernard Loisea's stock is overvalued or undervalued compared to its peers.
- Examining Bernard Loisea'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 Bernard Loisea's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bernard Loisea's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bernard Loisea's stock. These opinions can provide insight into Bernard Loisea's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Bernard Stock Analysis
When running Bernard Loisea's price analysis, check to measure Bernard Loisea'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 Bernard Loisea is operating at the current time. Most of Bernard Loisea's value examination focuses on studying past and present price action to predict the probability of Bernard Loisea's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bernard Loisea's price. Additionally, you may evaluate how the addition of Bernard Loisea to your portfolios can decrease your overall portfolio volatility.