Heritage Distilling Holding Stock Performance
| CASK Stock | 3.00 0.13 4.53% |
The company retains a Market Volatility (i.e., Beta) of -0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Heritage Distilling are expected to decrease at a much lower rate. During the bear market, Heritage Distilling is likely to outperform the market. At this point, Heritage Distilling has a negative expected return of -2.07%. Please make sure to check out Heritage Distilling's potential upside, as well as the relationship between the daily balance of power and price action indicator , to decide if Heritage Distilling 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 Heritage Distilling Holding has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's basic indicators remain quite persistent which may send shares a bit higher in January 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (4.33) | Five Day Return (5.59) | Year To Date Return (15.59) | Ten Year Return (15.59) | All Time Return (15.59) |
1 | Heritage Distilling Co. Announces Closing of its Initial Public Offering - GlobeNewswire | 11/26/2024 |
2 | Heritage Distilling Co. Expands into Kentucky with Keg 1 River City - StockTitan | 12/05/2024 |
Heritage |
Heritage Distilling Relative Risk vs. Return Landscape
If you would invest 400.00 in Heritage Distilling Holding on September 14, 2024 and sell it today you would lose (113.00) from holding Heritage Distilling Holding or give up 28.25% of portfolio value over 90 days. Heritage Distilling Holding is currently does not generate positive expected returns and assumes 4.9358% risk (volatility on return distribution) over the 90 days horizon. In different words, 43% of stocks are less volatile than Heritage, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Heritage Distilling Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Distilling's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heritage Distilling Holding, and traders can use it to determine the average amount a Heritage Distilling'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 = -0.4191
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| Negative Returns | CASK |
Estimated Market Risk
| 4.94 actual daily | 43 57% of assets are more volatile |
Expected Return
| -2.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.42 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heritage Distilling 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 Heritage Distilling by adding Heritage Distilling to a well-diversified portfolio.
About Heritage Distilling Performance
By examining Heritage Distilling's fundamental ratios, stakeholders can obtain critical insights into Heritage Distilling's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Heritage Distilling is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Heritage Distilling is entity of United States. It is traded as Stock on NASDAQ exchange.Things to note about Heritage Distilling performance evaluation
Checking the ongoing alerts about Heritage Distilling for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heritage Distilling help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heritage Distilling generated a negative expected return over the last 90 days | |
| Heritage Distilling has high historical volatility and very poor performance | |
| Latest headline from news.google.com: Heritage Distilling Co. Expands into Kentucky with Keg 1 River City - StockTitan |
- Analyzing Heritage Distilling'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 Heritage Distilling's stock is overvalued or undervalued compared to its peers.
- Examining Heritage Distilling'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 Heritage Distilling's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heritage Distilling's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heritage Distilling's stock. These opinions can provide insight into Heritage Distilling's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Heritage Distilling Holding. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Is Beer and Liquor space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Heritage Distilling. If investors know Heritage will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Heritage Distilling listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Heritage Distilling is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Distilling's value that differs from its market value or its book value, called intrinsic value, which is Heritage Distilling's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Heritage Distilling's market value can be influenced by many factors that don't directly affect Heritage Distilling's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heritage Distilling's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Distilling is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Distilling's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.