EQUITY GROUP (Kenya) Performance
| EBL Stock | 45.05 0.05 0.11% |
EQUITY GROUP has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.14, which means not very significant fluctuations relative to the market. As returns on the market increase, EQUITY GROUP's returns are expected to increase less than the market. However, during the bear market, the loss of holding EQUITY GROUP is expected to be smaller as well. EQUITY GROUP HOLDINGS currently shows a risk of 1.42%. Please confirm EQUITY GROUP HOLDINGS expected short fall, and the relationship between the value at risk and daily balance of power , to decide if EQUITY GROUP HOLDINGS will be following its price patterns.
Risk-Adjusted Performance
4 of 100
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Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in EQUITY GROUP HOLDINGS are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, EQUITY GROUP is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
EQUITY |
EQUITY GROUP Relative Risk vs. Return Landscape
If you would invest 4,300 in EQUITY GROUP HOLDINGS on September 4, 2024 and sell it today you would earn a total of 205.00 from holding EQUITY GROUP HOLDINGS or generate 4.77% return on investment over 90 days. EQUITY GROUP HOLDINGS is generating 0.085% of daily returns and assumes 1.4179% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than EQUITY, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
EQUITY GROUP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for EQUITY GROUP's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as EQUITY GROUP HOLDINGS, and traders can use it to determine the average amount a EQUITY 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 = 0.06
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| Cash | Small Risk | EBL | High Risk | Huge Risk |
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Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average EQUITY GROUP is performing at about 4% 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 EQUITY GROUP by adding it to a well-diversified portfolio.
Things to note about EQUITY GROUP HOLDINGS performance evaluation
Checking the ongoing alerts about EQUITY GROUP for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for EQUITY GROUP HOLDINGS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating EQUITY GROUP's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate EQUITY GROUP's stock performance include:- Analyzing EQUITY 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 EQUITY GROUP's stock is overvalued or undervalued compared to its peers.
- Examining EQUITY 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 EQUITY GROUP's management team can have a significant impact on its success or failure. Reviewing the track record and experience of EQUITY GROUP's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of EQUITY GROUP's stock. These opinions can provide insight into EQUITY GROUP's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for EQUITY Stock analysis
When running EQUITY GROUP's price analysis, check to measure EQUITY 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 EQUITY GROUP is operating at the current time. Most of EQUITY GROUP's value examination focuses on studying past and present price action to predict the probability of EQUITY 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 EQUITY GROUP's price. Additionally, you may evaluate how the addition of EQUITY GROUP to your portfolios can decrease your overall portfolio volatility.
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