Carlson Investments (Poland) Performance
| CAI Stock | 4.49 0.08 1.75% |
The firm shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carlson Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlson Investments is expected to be smaller as well. At this point, Carlson Investments has a negative expected return of -0.17%. Please make sure to confirm Carlson Investments' potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Carlson Investments 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 Carlson Investments SA has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest weak 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
| Other Cashflows From Financing Activities | 10.9 M | |
| Price Earnings Ratio | 249.6826 | |
| Total Cashflows From Investing Activities | -7.6 M |
Carlson |
Carlson Investments Relative Risk vs. Return Landscape
If you would invest 516.00 in Carlson Investments SA on August 28, 2024 and sell it today you would lose (67.00) from holding Carlson Investments SA or give up 12.98% of portfolio value over 90 days. Carlson Investments SA is generating negative expected returns and assumes 3.3303% volatility on return distribution over the 90 days horizon. Simply put, 29% of stocks are less volatile than Carlson, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlson Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlson Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlson Investments SA, and traders can use it to determine the average amount a Carlson Investments' 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 = -0.0518
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| Negative Returns | CAI |
Estimated Market Risk
| 3.33 actual daily | 29 71% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlson Investments 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 Carlson Investments by adding Carlson Investments to a well-diversified portfolio.
Carlson Investments Fundamentals Growth
Carlson Stock prices reflect investors' perceptions of the future prospects and financial health of Carlson Investments, and Carlson Investments 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 Carlson Stock performance.
| Return On Equity | 4.06 | |||
| Revenue | 2.02 M | |||
| Cash Flow From Operations | (3.29 M) | |||
| Earnings Per Share | 0.09 X | |||
| Total Asset | 15.55 M | |||
About Carlson Investments Performance
Assessing Carlson Investments' fundamental ratios provides investors with valuable insights into Carlson Investments' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Carlson Investments 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.
Things to note about Carlson Investments performance evaluation
Checking the ongoing alerts about Carlson Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlson Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlson Investments generated a negative expected return over the last 90 days | |
| Carlson Investments has high historical volatility and very poor performance | |
| Carlson Investments has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the revenue of 2.02 M. Net Loss for the year was (4.42 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Carlson Investments generates negative cash flow from operations |
- Analyzing Carlson Investments' 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 Carlson Investments' stock is overvalued or undervalued compared to its peers.
- Examining Carlson Investments' 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 Carlson Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlson Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlson Investments' stock. These opinions can provide insight into Carlson Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carlson Stock Analysis
When running Carlson Investments' price analysis, check to measure Carlson Investments' 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 Carlson Investments is operating at the current time. Most of Carlson Investments' value examination focuses on studying past and present price action to predict the probability of Carlson Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlson Investments' price. Additionally, you may evaluate how the addition of Carlson Investments to your portfolios can decrease your overall portfolio volatility.