Berkeley Group Holdings Stock Performance
| BKGFY Stock | USD 10.89 0.24 2.16% |
The firm shows a Beta (market volatility) of 0.24, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Berkeley Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berkeley Group is expected to be smaller as well. At this point, Berkeley Group Holdings has a negative expected return of -0.27%. Please make sure to confirm Berkeley Group's skewness, as well as the relationship between the day median price and relative strength index , to decide if Berkeley Group Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Berkeley Group Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 1.4 B | |
| Total Cashflows From Investing Activities | -27.7 M |
Berkeley |
Berkeley Group Relative Risk vs. Return Landscape
If you would invest 1,308 in Berkeley Group Holdings on August 29, 2024 and sell it today you would lose (219.00) from holding Berkeley Group Holdings or give up 16.74% of portfolio value over 90 days. Berkeley Group Holdings is currently producing negative expected returns and takes up 1.5934% volatility of returns over 90 trading days. Put another way, 14% of traded pink sheets are less volatile than Berkeley, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Berkeley Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berkeley Group's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Berkeley Group Holdings, and traders can use it to determine the average amount a Berkeley Group'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 = -0.1715
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| Negative Returns | BKGFY |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Berkeley Group 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 Berkeley Group by adding Berkeley Group to a well-diversified portfolio.
Berkeley Group Fundamentals Growth
Berkeley Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Berkeley Group, and Berkeley Group 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 Berkeley Pink Sheet performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0482 | |||
| Profit Margin | 0.20 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 4.72 B | |||
| Shares Outstanding | 542.18 M | |||
| Price To Earning | 2.33 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 2.24 X | |||
| Revenue | 2.35 B | |||
| EBITDA | 569.2 M | |||
| Cash And Equivalents | 928.9 M | |||
| Cash Per Share | 1.67 X | |||
| Total Debt | 660 M | |||
| Debt To Equity | 0.21 % | |||
| Book Value Per Share | 5.91 X | |||
| Cash Flow From Operations | (129.5 M) | |||
| Earnings Per Share | 1.00 X | |||
| Total Asset | 6.59 B | |||
| Retained Earnings | 2.85 B | |||
| Current Asset | 3.77 B | |||
| Current Liabilities | 1.87 B | |||
About Berkeley Group Performance
Evaluating Berkeley Group's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Berkeley Group 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 Berkeley Group 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.
The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. The Berkeley Group Holdings plc was founded in 1976 and is headquartered in Cobham, the United Kingdom. Berkeley Group operates under Residential Construction classification in the United States and is traded on OTC Exchange. It employs 3030 people.Things to note about Berkeley Group Holdings performance evaluation
Checking the ongoing alerts about Berkeley Group for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Berkeley Group Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Berkeley Group generated a negative expected return over the last 90 days | |
| Berkeley Group Holdings has accumulated about 928.9 M in cash with (129.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.67. |
- Analyzing Berkeley Group'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 Berkeley Group's stock is overvalued or undervalued compared to its peers.
- Examining Berkeley Group'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 Berkeley Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Berkeley Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Berkeley Group's pink sheet. These opinions can provide insight into Berkeley Group's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Berkeley Pink Sheet Analysis
When running Berkeley Group's price analysis, check to measure Berkeley Group'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 Berkeley Group is operating at the current time. Most of Berkeley Group's value examination focuses on studying past and present price action to predict the probability of Berkeley Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Berkeley Group's price. Additionally, you may evaluate how the addition of Berkeley Group to your portfolios can decrease your overall portfolio volatility.