Holcim AG (Switzerland) Performance
| HOLN Stock | 89.28 0.58 0.65% |
Holcim AG has a performance score of 9 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0322, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Holcim AG's returns are expected to increase less than the market. However, during the bear market, the loss of holding Holcim AG is expected to be smaller as well. Holcim AG right now retains a risk of 1.17%. Please check out Holcim AG total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if Holcim AG 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 Holcim AG are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Holcim AG may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
| Begin Period Cash Flow | 5.1 B | |
| Total Cashflows From Investing Activities | -4.7 B |
Holcim |
Holcim AG Relative Risk vs. Return Landscape
If you would invest 8,214 in Holcim AG on August 31, 2024 and sell it today you would earn a total of 714.00 from holding Holcim AG or generate 8.69% return on investment over 90 days. Holcim AG is generating 0.137% of daily returns and assumes 1.166% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Holcim, and 98% 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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Holcim AG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Holcim AG's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Holcim AG, and traders can use it to determine the average amount a Holcim AG'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 = 0.1175
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Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Holcim AG is performing at about 9% 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 Holcim AG by adding it to a well-diversified portfolio.
Holcim AG Fundamentals Growth
Holcim Stock prices reflect investors' perceptions of the future prospects and financial health of Holcim AG, and Holcim AG 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 Holcim Stock performance.
| Return On Equity | 0.0973 | |||
| Return On Asset | 0.0439 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 39.49 B | |||
| Shares Outstanding | 608.01 M | |||
| Price To Book | 1.07 X | |||
| Price To Sales | 0.99 X | |||
| Revenue | 26.83 B | |||
| EBITDA | 6.03 B | |||
| Total Debt | 14.25 B | |||
| Book Value Per Share | 45.56 X | |||
| Cash Flow From Operations | 5.04 B | |||
| Earnings Per Share | 4.26 X | |||
| Total Asset | 59.88 B | |||
About Holcim AG Performance
Evaluating Holcim AG's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Holcim AG 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 Holcim AG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Holcim AG performance evaluation
Checking the ongoing alerts about Holcim AG for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Holcim AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Holcim AG's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Holcim AG's stock performance include:- Analyzing Holcim AG'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 Holcim AG's stock is overvalued or undervalued compared to its peers.
- Examining Holcim AG'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 Holcim AG's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Holcim AG's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Holcim AG's stock. These opinions can provide insight into Holcim AG's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Holcim Stock Analysis
When running Holcim AG's price analysis, check to measure Holcim AG'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 Holcim AG is operating at the current time. Most of Holcim AG's value examination focuses on studying past and present price action to predict the probability of Holcim AG's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Holcim AG's price. Additionally, you may evaluate how the addition of Holcim AG to your portfolios can decrease your overall portfolio volatility.