Financiera Independencia (Mexico) Performance
| FINDEP Stock | MXN 8.00 0.20 2.44% |
The firm shows a Beta (market volatility) of 0.47, which means possible diversification benefits within a given portfolio. As returns on the market increase, Financiera Independencia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Financiera Independencia is expected to be smaller as well. At this point, Financiera Independencia has a negative expected return of -0.24%. Please make sure to confirm Financiera Independencia's kurtosis, and the relationship between the total risk alpha and day median price , to decide if Financiera Independencia 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 Financiera Independencia SAB has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat 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 | 858.9 M | |
| Total Cashflows From Investing Activities | -59.3 M |
Financiera |
Financiera Independencia Relative Risk vs. Return Landscape
If you would invest 930.00 in Financiera Independencia SAB on August 31, 2024 and sell it today you would lose (130.00) from holding Financiera Independencia SAB or give up 13.98% of portfolio value over 90 days. Financiera Independencia SAB is generating negative expected returns and assumes 1.4828% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Financiera, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Financiera Independencia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Financiera Independencia's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Financiera Independencia SAB, and traders can use it to determine the average amount a Financiera Independencia'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 = -0.1585
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| Negative Returns | FINDEP |
Estimated Market Risk
| 1.48 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Financiera Independencia 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 Financiera Independencia by adding Financiera Independencia to a well-diversified portfolio.
Financiera Independencia Fundamentals Growth
Financiera Stock prices reflect investors' perceptions of the future prospects and financial health of Financiera Independencia, and Financiera Independencia 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 Financiera Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0516 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 4.2 B | |||
| Shares Outstanding | 337.5 M | |||
| Price To Earning | 0.88 X | |||
| Price To Book | 0.59 X | |||
| Price To Sales | 0.77 X | |||
| Revenue | 4.21 B | |||
| Cash And Equivalents | 1.28 B | |||
| Cash Per Share | 61.64 X | |||
| Total Debt | 5.07 B | |||
| Debt To Equity | 1.21 % | |||
| Book Value Per Share | 221.07 X | |||
| Cash Flow From Operations | (316.55 M) | |||
| Earnings Per Share | 1.84 X | |||
| Total Asset | 10.6 B | |||
About Financiera Independencia Performance
By analyzing Financiera Independencia's fundamental ratios, stakeholders can gain valuable insights into Financiera Independencia's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Financiera Independencia 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 Financiera Independencia has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
SOFOM E.N.R. operates as a microfinance company in Mexico and internationally. The company was founded in 1993 and is headquartered in Mexico City, Mexico. FINANCIERA INDEPENDENCIA operates under Credit Services classification in Mexico and is traded on Mexico Stock Exchange. It employs 4969 people.Things to note about Financiera Independencia performance evaluation
Checking the ongoing alerts about Financiera Independencia for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Financiera Independencia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Financiera Independencia generated a negative expected return over the last 90 days | |
| Financiera Independencia SAB has accumulated about 1.28 B in cash with (316.55 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 61.64, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 73.0% of the company shares are held by company insiders |
- Analyzing Financiera Independencia'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 Financiera Independencia's stock is overvalued or undervalued compared to its peers.
- Examining Financiera Independencia'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 Financiera Independencia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Financiera Independencia's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Financiera Independencia's stock. These opinions can provide insight into Financiera Independencia's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Financiera Stock analysis
When running Financiera Independencia's price analysis, check to measure Financiera Independencia'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 Financiera Independencia is operating at the current time. Most of Financiera Independencia's value examination focuses on studying past and present price action to predict the probability of Financiera Independencia's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Financiera Independencia's price. Additionally, you may evaluate how the addition of Financiera Independencia to your portfolios can decrease your overall portfolio volatility.
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