The firm shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AptarGroup's returns are expected to increase less than the market. However, during the bear market, the loss of holding AptarGroup is expected to be smaller as well. At this point, AptarGroup has a negative expected return of -0.11%. Please make sure to confirm AptarGroup's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if AptarGroup performance from the past will be repeated at some point in the near future.
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Over the last 90 days AptarGroup has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest inconsistent performance, the Stock's basic indicators remain invariable and the latest agitation on Wall Street may also be a sign of long-running gains for the enterprise retail investors. ...more
If you would invest 13,013 in AptarGroup on October 9, 2025 and sell it today you would lose (957.00) from holding AptarGroup or give up 7.35% of portfolio value over 90 days. AptarGroup is generating negative expected returns assuming volatility of 1.4499% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than AptarGroup, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon AptarGroup is expected to under-perform the market. In addition to that, the company is 1.92 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of volatility.
AptarGroup Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AptarGroup's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AptarGroup, and traders can use it to determine the average amount a AptarGroup'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 = -0.079
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Based on monthly moving average AptarGroup 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 AptarGroup by adding AptarGroup to a well-diversified portfolio.
AptarGroup Fundamentals Growth
AptarGroup Stock prices reflect investors' perceptions of the future prospects and financial health of AptarGroup, and AptarGroup 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 AptarGroup Stock performance.
Assessing AptarGroup's fundamental ratios provides investors with valuable insights into AptarGroup's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the AptarGroup 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.
AptarGroup, Inc. provides a range of dispensing, sealing, and material science solutions primarily for the beauty, personal care, home care, prescription drug, consumer health care, injectable, and food and beverage markets. AptarGroup, Inc. was incorporated in 1992 and is headquartered in Crystal Lake, Illinois. Aptargroup operates under Medical Instruments Supplies classification in the United States and is traded on New York Stock Exchange. It employs 13000 people.
Things to note about AptarGroup performance evaluation
Checking the ongoing alerts about AptarGroup for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AptarGroup help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
AptarGroup generated a negative expected return over the last 90 days
Over 96.0% of the company shares are held by institutions such as insurance companies
Evaluating AptarGroup's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate AptarGroup's stock performance include:
Analyzing AptarGroup'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 AptarGroup's stock is overvalued or undervalued compared to its peers.
Examining AptarGroup'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 AptarGroup's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AptarGroup's management team can help you assess the Company's leadership.
Pay attention to analyst opinions and ratings of AptarGroup's stock. These opinions can provide insight into AptarGroup's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating AptarGroup's stock performance is not an exact science, and many factors can impact AptarGroup's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additional Tools for AptarGroup Stock Analysis
When running AptarGroup's price analysis, check to measure AptarGroup'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 AptarGroup is operating at the current time. Most of AptarGroup's value examination focuses on studying past and present price action to predict the probability of AptarGroup's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AptarGroup's price. Additionally, you may evaluate how the addition of AptarGroup to your portfolios can decrease your overall portfolio volatility.