Baloise Holding (Switzerland) Performance
| BALN Stock | CHF 167.30 1.20 0.71% |
Baloise Holding has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.47, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baloise Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baloise Holding is expected to be smaller as well. Baloise Holding AG right now shows a risk of 1.08%. Please confirm Baloise Holding AG jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to decide if Baloise Holding AG will be following its price patterns.
Risk-Adjusted Performance
3 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Baloise Holding AG are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Baloise Holding is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 4 B | |
| Total Cashflows From Investing Activities | -94.3 M |
Baloise |
Baloise Holding Relative Risk vs. Return Landscape
If you would invest 16,260 in Baloise Holding AG on August 28, 2024 and sell it today you would earn a total of 470.00 from holding Baloise Holding AG or generate 2.89% return on investment over 90 days. Baloise Holding AG is generating 0.0504% of daily returns and assumes 1.0829% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Baloise, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Baloise Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baloise Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Baloise Holding AG, and traders can use it to determine the average amount a Baloise Holding'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 = 0.0465
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Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Baloise Holding is performing at about 3% 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 Baloise Holding by adding it to a well-diversified portfolio.
Baloise Holding Fundamentals Growth
Baloise Stock prices reflect investors' perceptions of the future prospects and financial health of Baloise Holding, and Baloise Holding 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 Baloise Stock performance.
| Return On Equity | 0.0938 | |||
| Return On Asset | -0.0047 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | (0.1) % | |||
| Current Valuation | 7.32 B | |||
| Shares Outstanding | 45.17 M | |||
| Price To Earning | 15.07 X | |||
| Price To Book | 1.28 X | |||
| Price To Sales | 0.95 X | |||
| Revenue | 9.2 B | |||
| EBITDA | 843.3 M | |||
| Cash And Equivalents | 4.07 B | |||
| Cash Per Share | 464.18 X | |||
| Total Debt | 2.43 B | |||
| Debt To Equity | 0.35 % | |||
| Book Value Per Share | 110.82 X | |||
| Cash Flow From Operations | 477 M | |||
| Earnings Per Share | 12.69 X | |||
| Total Asset | 89.98 B | |||
About Baloise Holding Performance
Evaluating Baloise Holding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baloise Holding 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 Baloise Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Bloise Holding AG, together with its subsidiaries, primarily engages in the insurance and banking businesses in Switzerland, Germany, Belgium, Luxembourg. Bloise Holding AG was founded in 1863 and is headquartered in Basel, Switzerland. BALOISE N is traded on Switzerland Exchange in Switzerland.Things to note about Baloise Holding AG performance evaluation
Checking the ongoing alerts about Baloise Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Baloise Holding AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Baloise Holding's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Baloise Holding's stock performance include:- Analyzing Baloise Holding'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 Baloise Holding's stock is overvalued or undervalued compared to its peers.
- Examining Baloise Holding'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 Baloise Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baloise Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Baloise Holding's stock. These opinions can provide insight into Baloise Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Baloise Stock Analysis
When running Baloise Holding's price analysis, check to measure Baloise Holding'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 Baloise Holding is operating at the current time. Most of Baloise Holding's value examination focuses on studying past and present price action to predict the probability of Baloise Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baloise Holding's price. Additionally, you may evaluate how the addition of Baloise Holding to your portfolios can decrease your overall portfolio volatility.