Herald Investment (UK) Performance
| HRI Stock | 2,280 55.00 2.47% |
Herald Investment has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.58, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Herald Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Herald Investment is expected to be smaller as well. Herald Investment Trust right now retains a risk of 0.98%. Please check out Herald Investment sortino ratio, potential upside, skewness, as well as the relationship between the maximum drawdown and semi variance , to decide if Herald Investment will be following its current trending patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Herald Investment Trust are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Herald Investment is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Ex Dividend Date 2013-04-10 |
| Begin Period Cash Flow | 80.4 M |
Herald |
Herald Investment Relative Risk vs. Return Landscape
If you would invest 217,500 in Herald Investment Trust on August 24, 2024 and sell it today you would earn a total of 10,500 from holding Herald Investment Trust or generate 4.83% return on investment over 90 days. Herald Investment Trust is generating 0.0784% of daily returns and assumes 0.9777% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Herald, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Herald Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Herald Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Herald Investment Trust, and traders can use it to determine the average amount a Herald Investment'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 = 0.0802
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | HRI | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Herald Investment is performing at about 6% 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 Herald Investment by adding it to a well-diversified portfolio.
Herald Investment Fundamentals Growth
Herald Stock prices reflect investors' perceptions of the future prospects and financial health of Herald Investment, and Herald Investment 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 Herald Stock performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0922 | ||||
| Profit Margin | 0.93 % | ||||
| Operating Margin | 0.95 % | ||||
| Current Valuation | 1.08 B | ||||
| Shares Outstanding | 52.19 M | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 6.44 X | ||||
| Revenue | 63.34 M | ||||
| Gross Profit | (394.47 M) | ||||
| EBITDA | 48.68 M | ||||
| Net Income | 48.68 M | ||||
| Total Debt | 1.19 M | ||||
| Book Value Per Share | 24.73 X | ||||
| Cash Flow From Operations | 70.57 M | ||||
| Earnings Per Share | 3.39 X | ||||
| Total Asset | 1.25 B | ||||
| Retained Earnings | 382.85 M | ||||
About Herald Investment Performance
By analyzing Herald Investment's fundamental ratios, stakeholders can gain valuable insights into Herald Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Herald Investment 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 Herald Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Herald Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Herald Investment Trust performance evaluation
Checking the ongoing alerts about Herald Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Herald Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Herald Investment is unlikely to experience financial distress in the next 2 years |
- Analyzing Herald Investment'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 Herald Investment's stock is overvalued or undervalued compared to its peers.
- Examining Herald Investment'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 Herald Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Herald Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Herald Investment's stock. These opinions can provide insight into Herald Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Herald Stock analysis
When running Herald Investment's price analysis, check to measure Herald Investment'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 Herald Investment is operating at the current time. Most of Herald Investment's value examination focuses on studying past and present price action to predict the probability of Herald Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Herald Investment's price. Additionally, you may evaluate how the addition of Herald Investment to your portfolios can decrease your overall portfolio volatility.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |