Baumer SA (Brazil) Performance

BALM4 Preferred Stock  BRL 18.97  0.59  3.21%   
On a scale of 0 to 100, Baumer SA holds a performance score of 5. The firm shows a Beta (market volatility) of -0.95, which signifies possible diversification benefits within a given portfolio. As the market becomes more bullish, returns on owning Baumer SA are expected to decrease slowly. On the other hand, during market turmoil, Baumer SA is expected to outperform it slightly. Please check Baumer SA's total risk alpha, treynor ratio, value at risk, as well as the relationship between the sortino ratio and maximum drawdown , to make a quick decision on whether Baumer SA's price patterns will revert.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Baumer SA are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Baumer SA unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Begin Period Cash Flow31.6 M
Total Cashflows From Investing Activities-4.2 M
  

Baumer SA Relative Risk vs. Return Landscape

If you would invest  1,690  in Baumer SA on November 20, 2025 and sell it today you would earn a total of  207.00  from holding Baumer SA or generate 12.25% return on investment over 90 days. Baumer SA is generating 0.3912% of daily returns and assumes 6.2093% volatility on return distribution over the 90 days horizon. Simply put, 55% of preferred stocks are less volatile than Baumer, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Baumer SA is expected to generate 8.2 times more return on investment than the market. However, the company is 8.2 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.18 per unit of risk.

Baumer SA Target Price Odds to finish over Current Price

The tendency of Baumer Preferred Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 18.97 90 days 18.97 
about 23.32
Based on a normal probability distribution, the odds of Baumer SA to move above the current price in 90 days from now is about 23.32 (This Baumer SA probability density function shows the probability of Baumer Preferred Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon Baumer SA has a beta of -0.95 suggesting Additionally Baumer SA has an alpha of 0.4953, implying that it can generate a 0.5 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Baumer SA Price Density   
       Price  

Predictive Modules for Baumer SA

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baumer SA. Regardless of method or technology, however, to accurately forecast the preferred stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the preferred stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
12.5118.9725.43
Details
Intrinsic
Valuation
LowRealHigh
8.8315.2921.75
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baumer SA. Your research has to be compared to or analyzed against Baumer SA's peers to derive any actionable benefits. When done correctly, Baumer SA's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Baumer SA.

Baumer SA Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Baumer SA is not an exception. The market had few large corrections towards the Baumer SA's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baumer SA, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baumer SA within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.50
β
Beta against Dow Jones-0.95
σ
Overall volatility
1.73
Ir
Information ratio 0.06

Baumer SA Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baumer SA for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baumer SA can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Baumer SA had very high historical volatility over the last 90 days
About 41.0% of the company shares are held by company insiders

Baumer SA Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Baumer Preferred Stock often depends not only on the future outlook of the current and potential Baumer SA's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Baumer SA's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding9.8 M
Cash And Short Term Investments44 M

Baumer SA Fundamentals Growth

Baumer Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Baumer SA, and Baumer SA 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 Baumer Preferred Stock performance.

About Baumer SA Performance

Assessing Baumer SA's fundamental ratios provides investors with valuable insights into Baumer SA's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Baumer SA 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.
Baumer S.A. develops solutions in hospitals, odontology, and health industry equipment in Brazil, Europe, Asia, and the United States. The company was founded in 1952 and is based in Pacaembu, Brazil. BAUMER PN is traded on Sao Paolo Stock Exchange in Brazil.

Things to note about Baumer SA performance evaluation

Checking the ongoing alerts about Baumer SA for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Baumer SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Baumer SA had very high historical volatility over the last 90 days
About 41.0% of the company shares are held by company insiders
Evaluating Baumer SA's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Baumer SA's preferred stock performance include:
  • Analyzing Baumer SA'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 Baumer SA's stock is overvalued or undervalued compared to its peers.
  • Examining Baumer SA'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 Baumer SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baumer SA's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Baumer SA's preferred stock. These opinions can provide insight into Baumer SA's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Baumer SA's preferred stock performance is not an exact science, and many factors can impact Baumer SA's preferred 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 Baumer Preferred Stock Analysis

When running Baumer SA's price analysis, check to measure Baumer SA'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 Baumer SA is operating at the current time. Most of Baumer SA's value examination focuses on studying past and present price action to predict the probability of Baumer SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baumer SA's price. Additionally, you may evaluate how the addition of Baumer SA to your portfolios can decrease your overall portfolio volatility.