Helgeland Sparebank (Norway) Performance
| HELG Stock | NOK 144.00 1.00 0.69% |
Helgeland Sparebank has a performance score of 10 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Helgeland Sparebank's returns are expected to increase less than the market. However, during the bear market, the loss of holding Helgeland Sparebank is expected to be smaller as well. Helgeland Sparebank right now retains a risk of 1.44%. Please check out Helgeland Sparebank standard deviation, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to decide if Helgeland Sparebank will be following its current trending patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Helgeland Sparebank are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting essential indicators, Helgeland Sparebank may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
| Begin Period Cash Flow | 695 M | |
| Total Cashflows From Investing Activities | -702 M |
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Helgeland Sparebank Relative Risk vs. Return Landscape
If you would invest 12,850 in Helgeland Sparebank on August 29, 2024 and sell it today you would earn a total of 1,550 from holding Helgeland Sparebank or generate 12.06% return on investment over 90 days. Helgeland Sparebank is generating 0.1883% of daily returns and assumes 1.4398% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Helgeland, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Helgeland Sparebank Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Helgeland Sparebank's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Helgeland Sparebank, and traders can use it to determine the average amount a Helgeland Sparebank'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 = 0.1308
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Estimated Market Risk
| 1.44 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Helgeland Sparebank is performing at about 10% 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 Helgeland Sparebank by adding it to a well-diversified portfolio.
Helgeland Sparebank Fundamentals Growth
Helgeland Stock prices reflect investors' perceptions of the future prospects and financial health of Helgeland Sparebank, and Helgeland Sparebank 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 Helgeland Stock performance.
| Return On Equity | 0.0654 | |||
| Return On Asset | 0.0079 | |||
| Profit Margin | 0.35 % | |||
| Operating Margin | 0.49 % | |||
| Current Valuation | 11.53 B | |||
| Shares Outstanding | 26.98 M | |||
| Price To Earning | 9.02 X | |||
| Price To Book | 0.63 X | |||
| Price To Sales | 3.63 X | |||
| Revenue | 679 M | |||
| EBITDA | 522 M | |||
| Cash And Equivalents | 1.57 B | |||
| Cash Per Share | 75.08 X | |||
| Total Debt | 10.72 B | |||
| Book Value Per Share | 176.78 X | |||
| Cash Flow From Operations | (465 M) | |||
| Earnings Per Share | 6.75 X | |||
| Total Asset | 39.43 B | |||
| Retained Earnings | 1.08 B | |||
| Current Asset | 817 M | |||
| Current Liabilities | 14.81 B | |||
About Helgeland Sparebank Performance
By examining Helgeland Sparebank's fundamental ratios, stakeholders can obtain critical insights into Helgeland Sparebank'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 Helgeland Sparebank 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.
SpareBank 1 Helgeland provides various financial products and services to retail customers, small and medium enterprises, municipal authorities, and institutions in Norway. The company was founded in 1860 and is headquartered in Mo i Rana, Norway. SPAREBANK operates under BanksRegional classification in Norway and is traded on Oslo Stock Exchange. It employs 141 people.Things to note about Helgeland Sparebank performance evaluation
Checking the ongoing alerts about Helgeland Sparebank for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Helgeland Sparebank help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Helgeland Sparebank has high likelihood to experience some financial distress in the next 2 years | |
| Helgeland Sparebank has accumulated about 1.57 B in cash with (465 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 75.08. | |
| Roughly 57.0% of the company shares are owned by institutional investors |
- Analyzing Helgeland Sparebank'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 Helgeland Sparebank's stock is overvalued or undervalued compared to its peers.
- Examining Helgeland Sparebank'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 Helgeland Sparebank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Helgeland Sparebank's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Helgeland Sparebank's stock. These opinions can provide insight into Helgeland Sparebank's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Helgeland Stock
Helgeland Sparebank financial ratios help investors to determine whether Helgeland Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Helgeland with respect to the benefits of owning Helgeland Sparebank security.