Iberdrola (Germany) Performance
| IBE1 Stock | EUR 13.50 0.10 0.75% |
Iberdrola has a performance score of 3 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Iberdrola are expected to decrease at a much lower rate. During the bear market, Iberdrola is likely to outperform the market. Iberdrola SA right now retains a risk of 1.38%. Please check out Iberdrola coefficient of variation, jensen alpha, and the relationship between the downside deviation and standard deviation , to decide if Iberdrola will be following its current trending patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Iberdrola SA are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, Iberdrola is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 4 B |
Iberdrola |
Iberdrola Relative Risk vs. Return Landscape
If you would invest 1,299 in Iberdrola SA on September 4, 2024 and sell it today you would earn a total of 51.00 from holding Iberdrola SA or generate 3.93% return on investment over 90 days. Iberdrola SA is generating 0.0696% of daily returns assuming 1.3797% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Iberdrola, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Iberdrola Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Iberdrola's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Iberdrola SA, and traders can use it to determine the average amount a Iberdrola'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 = 0.0504
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| Cash | Small Risk | IBE1 | High Risk | Huge Risk |
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Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Iberdrola 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 Iberdrola by adding it to a well-diversified portfolio.
Iberdrola Fundamentals Growth
Iberdrola Stock prices reflect investors' perceptions of the future prospects and financial health of Iberdrola, and Iberdrola 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 Iberdrola Stock performance.
| Return On Equity | 0.0898 | |||
| Return On Asset | 0.0336 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 109.11 B | |||
| Shares Outstanding | 6.18 B | |||
| Price To Earning | 16.46 X | |||
| Price To Book | 1.25 X | |||
| Price To Sales | 1.37 X | |||
| Revenue | 53.95 B | |||
| EBITDA | 13.48 B | |||
| Cash And Equivalents | 2.4 B | |||
| Cash Per Share | 0.38 X | |||
| Total Debt | 36.3 B | |||
| Debt To Equity | 86.00 % | |||
| Book Value Per Share | 6.07 X | |||
| Cash Flow From Operations | 10.44 B | |||
| Earnings Per Share | 0.69 X | |||
| Total Asset | 154.67 B | |||
About Iberdrola Performance
By analyzing Iberdrola's fundamental ratios, stakeholders can gain valuable insights into Iberdrola's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Iberdrola 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 Iberdrola has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Iberdrola, S.A. engages in the generation, transmission, distribution and supply of electricity in the United States, the United Kingdom, Mexico, Brazil, and Europe. In addition, the company provides electric vehicles and smart meters operates PowerUp, an application, which allows customers to buy gas and electricity with their mobile phone and operates an online store where customers can search for, compare, and buy energy-efficient products. IBERDROLA INH operates under Utilities - Diversified classification in Germany and is traded on Frankfurt Stock Exchange. It employs 34210 people.Things to note about Iberdrola SA performance evaluation
Checking the ongoing alerts about Iberdrola for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Iberdrola SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Iberdrola SA has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Iberdrola SA has accumulated 36.3 B in total debt with debt to equity ratio (D/E) of 86.0, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Iberdrola SA has a current ratio of 0.71, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Iberdrola until it has trouble settling it off, either with new capital or with free cash flow. So, Iberdrola's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Iberdrola SA sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Iberdrola to invest in growth at high rates of return. When we think about Iberdrola's use of debt, we should always consider it together with cash and equity. |
- Analyzing Iberdrola'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 Iberdrola's stock is overvalued or undervalued compared to its peers.
- Examining Iberdrola'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 Iberdrola's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Iberdrola's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Iberdrola's stock. These opinions can provide insight into Iberdrola's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Iberdrola Stock analysis
When running Iberdrola's price analysis, check to measure Iberdrola'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 Iberdrola is operating at the current time. Most of Iberdrola's value examination focuses on studying past and present price action to predict the probability of Iberdrola's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Iberdrola's price. Additionally, you may evaluate how the addition of Iberdrola to your portfolios can decrease your overall portfolio volatility.
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