Fortescue (Australia) Performance
| FMG Stock | 18.38 0.07 0.38% |
Fortescue has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0054, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fortescue are expected to decrease at a much lower rate. During the bear market, Fortescue is likely to outperform the market. Fortescue right now shows a risk of 2.3%. Please confirm Fortescue total risk alpha, treynor ratio, value at risk, as well as the relationship between the sortino ratio and maximum drawdown , to decide if Fortescue will be following its price patterns.
Risk-Adjusted Performance
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Fortescue are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain technical and fundamental indicators, Fortescue may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Forward Dividend Yield 0.1072 | Payout Ratio 0.7315 | Last Split Factor 10:1 | Forward Dividend Rate 1.97 | Ex Dividend Date 2024-09-04 |
1 | Fortescue Director Increases Shareholdings - TipRanks | 09/04/2024 |
2 | Fortescue signs 4.1b deal for zero emissions equipment - Capital Brief | 09/24/2024 |
3 | Fortescue Director Ups Stake via Dividend Plan - TipRanks | 10/02/2024 |
4 | Encouraging signs for Fortescue shares heading into 2025 - MSN | 11/20/2024 |
| Begin Period Cash Flow | 4.3 B |
Fortescue |
Fortescue Relative Risk vs. Return Landscape
If you would invest 1,751 in Fortescue on August 28, 2024 and sell it today you would earn a total of 87.00 from holding Fortescue or generate 4.97% return on investment over 90 days. Fortescue is generating 0.1019% of daily returns assuming 2.2974% volatility of returns over the 90 days investment horizon. Simply put, 20% of all stocks have less volatile historical return distribution than Fortescue, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fortescue Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fortescue's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fortescue, and traders can use it to determine the average amount a Fortescue'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 = 0.0444
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Estimated Market Risk
| 2.3 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Fortescue is performing at about 3% 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 Fortescue by adding it to a well-diversified portfolio.
Fortescue Fundamentals Growth
Fortescue Stock prices reflect investors' perceptions of the future prospects and financial health of Fortescue, and Fortescue 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 Fortescue Stock performance.
| Return On Equity | 0.3 | ||||
| Return On Asset | 0.18 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | 57.36 B | ||||
| Shares Outstanding | 3.08 B | ||||
| Price To Book | 1.88 X | ||||
| Price To Sales | 3.09 X | ||||
| Revenue | 18.22 B | ||||
| Gross Profit | 9.05 B | ||||
| EBITDA | 10.52 B | ||||
| Net Income | 5.68 B | ||||
| Total Debt | 5.4 B | ||||
| Book Value Per Share | 6.36 X | ||||
| Cash Flow From Operations | 7.92 B | ||||
| Earnings Per Share | 2.84 X | ||||
| Total Asset | 30.06 B | ||||
| Retained Earnings | 18.3 B | ||||
About Fortescue Performance
Assessing Fortescue's fundamental ratios provides investors with valuable insights into Fortescue's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fortescue 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.
Fortescue is entity of Australia. It is traded as Stock on AU exchange.Things to note about Fortescue performance evaluation
Checking the ongoing alerts about Fortescue for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fortescue help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fortescue is unlikely to experience financial distress in the next 2 years | |
| About 49.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Encouraging signs for Fortescue shares heading into 2025 - MSN |
- Analyzing Fortescue'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 Fortescue's stock is overvalued or undervalued compared to its peers.
- Examining Fortescue'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 Fortescue's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fortescue's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fortescue's stock. These opinions can provide insight into Fortescue's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Fortescue Stock Analysis
When running Fortescue's price analysis, check to measure Fortescue'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 Fortescue is operating at the current time. Most of Fortescue's value examination focuses on studying past and present price action to predict the probability of Fortescue's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fortescue's price. Additionally, you may evaluate how the addition of Fortescue to your portfolios can decrease your overall portfolio volatility.