Bloise Holding Ag Stock Performance
On a scale of 0 to 100, Bâloise Holding holds a performance score of 9. The firm shows a Beta (market volatility) of 0.41, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bâloise Holding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bâloise Holding is expected to be smaller as well. Please check Bâloise Holding's variance and maximum drawdown , to make a quick decision on whether Bâloise Holding's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Bloise Holding AG are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, Bâloise Holding reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 4 B | |
| Total Cashflows From Investing Activities | -94.3 M |
Bâloise |
Bâloise Holding Relative Risk vs. Return Landscape
If you would invest 17,219 in Bloise Holding AG on August 27, 2024 and sell it today you would earn a total of 2,899 from holding Bloise Holding AG or generate 16.84% return on investment over 90 days. Bloise Holding AG is currently producing 0.2631% returns and takes up 2.1045% volatility of returns over 90 trading days. Put another way, 18% of traded pink sheets are less volatile than Bâloise, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bâloise Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bâloise Holding's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Bloise Holding AG, and traders can use it to determine the average amount a Bâloise 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 = 0.125
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.1 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Bâloise Holding is performing at about 9% 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 Bâloise Holding by adding it to a well-diversified portfolio.
Bâloise Holding Fundamentals Growth
Bâloise Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Bâloise Holding, and Bâloise 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 Bâloise Pink Sheet performance.
| Return On Equity | 0.0938 | |||
| Return On Asset | -0.0047 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | (0.1) % | |||
| Current Valuation | 7.78 B | |||
| Shares Outstanding | 45.17 M | |||
| Price To Earning | 14.04 X | |||
| Price To Book | 1.26 X | |||
| Price To Sales | 1.02 X | |||
| Revenue | 10.2 B | |||
| EBITDA | (628.3 M) | |||
| Cash And Equivalents | 18.24 B | |||
| Cash Per Share | 403.79 X | |||
| Total Debt | 4.97 B | |||
| Debt To Equity | 0.52 % | |||
| Book Value Per Share | 110.82 X | |||
| Cash Flow From Operations | 477 M | |||
| Earnings Per Share | 13.76 X | |||
| Total Asset | 89.98 B | |||
| Retained Earnings | 5.67 B | |||
| Current Asset | 18.98 B | |||
| Current Liabilities | 2.63 B | |||
About Bâloise Holding Performance
By analyzing Bâloise Holding's fundamental ratios, stakeholders can gain valuable insights into Bâloise Holding's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bâloise 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 Bâloise Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.Bloise Holding AG operates as a subsidiary of Baloise Group. Baloise Holdings is traded on OTC Exchange in the United States.Things to note about Bloise Holding AG performance evaluation
Checking the ongoing alerts about Bâloise Holding for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Bloise 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 Bâloise Holding's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Bâloise Holding's pink sheet performance include:- Analyzing Bâloise 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 Bâloise Holding's stock is overvalued or undervalued compared to its peers.
- Examining Bâloise 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 Bâloise Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bâloise Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bâloise Holding's pink sheet. These opinions can provide insight into Bâloise Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bâloise Pink Sheet analysis
When running Bâloise Holding's price analysis, check to measure Bâloise 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 Bâloise Holding is operating at the current time. Most of Bâloise Holding's value examination focuses on studying past and present price action to predict the probability of Bâloise 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 Bâloise Holding's price. Additionally, you may evaluate how the addition of Bâloise Holding to your portfolios can decrease your overall portfolio volatility.
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