Immofinanz (Germany) Performance
| IMO1 Stock | EUR 15.78 0.06 0.38% |
The company retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Immofinanz's returns are expected to increase less than the market. However, during the bear market, the loss of holding Immofinanz is expected to be smaller as well. At this point, Immofinanz AG has a negative expected return of -1.03%. Please make sure to check out Immofinanz's treynor ratio, potential upside, and the relationship between the total risk alpha and maximum drawdown , to decide if Immofinanz AG performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Immofinanz AG has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 1.1 B | |
| Total Cashflows From Investing Activities | 9.5 M |
Immofinanz |
Immofinanz Relative Risk vs. Return Landscape
If you would invest 3,255 in Immofinanz AG on September 1, 2024 and sell it today you would lose (1,677) from holding Immofinanz AG or give up 51.52% of portfolio value over 90 days. Immofinanz AG is producing return of less than zero assuming 3.8598% volatility of returns over the 90 days investment horizon. Simply put, 34% of all stocks have less volatile historical return distribution than Immofinanz, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Immofinanz Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Immofinanz's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Immofinanz AG, and traders can use it to determine the average amount a Immofinanz'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 = -0.2667
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IMO1 |
Estimated Market Risk
| 3.86 actual daily | 34 66% of assets are more volatile |
Expected Return
| -1.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.27 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Immofinanz is not performing at its full potential. However, 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 Immofinanz by adding Immofinanz to a well-diversified portfolio.
Immofinanz Fundamentals Growth
Immofinanz Stock prices reflect investors' perceptions of the future prospects and financial health of Immofinanz, and Immofinanz 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 Immofinanz Stock performance.
| Return On Equity | 0.0822 | |||
| Return On Asset | 0.0175 | |||
| Profit Margin | 0.68 % | |||
| Operating Margin | 0.43 % | |||
| Current Valuation | 1.46 B | |||
| Shares Outstanding | 137.97 M | |||
| Price To Earning | 34.70 X | |||
| Price To Book | 0.43 X | |||
| Price To Sales | 3.78 X | |||
| Revenue | 375.05 M | |||
| EBITDA | 462.2 M | |||
| Cash And Equivalents | 897.22 M | |||
| Cash Per Share | 7.28 X | |||
| Total Debt | 2.39 B | |||
| Debt To Equity | 0.99 % | |||
| Book Value Per Share | 28.30 X | |||
| Cash Flow From Operations | 217.15 M | |||
| Earnings Per Share | 2.18 X | |||
| Total Asset | 6.96 B | |||
About Immofinanz Performance
By analyzing Immofinanz's fundamental ratios, stakeholders can gain valuable insights into Immofinanz's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Immofinanz 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 Immofinanz has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
IMMOFINANZ AG acquires, develops, owns, rents, and manages properties primarily in Austria, Germany, Poland, the Czech Republic, Hungary, Romania, Slovakia, and internationally. As of December 31, 2020, it had a property portfolio of approximately 209 properties. IMMOFINANZ is traded on Frankfurt Stock Exchange in Germany.Things to note about Immofinanz AG performance evaluation
Checking the ongoing alerts about Immofinanz for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Immofinanz AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Immofinanz AG generated a negative expected return over the last 90 days | |
| Immofinanz AG has high historical volatility and very poor performance | |
| About 77.0% of the company shares are held by company insiders |
- Analyzing Immofinanz'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 Immofinanz's stock is overvalued or undervalued compared to its peers.
- Examining Immofinanz'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 Immofinanz's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Immofinanz's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Immofinanz's stock. These opinions can provide insight into Immofinanz's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Immofinanz Stock analysis
When running Immofinanz's price analysis, check to measure Immofinanz'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 Immofinanz is operating at the current time. Most of Immofinanz's value examination focuses on studying past and present price action to predict the probability of Immofinanz's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Immofinanz's price. Additionally, you may evaluate how the addition of Immofinanz to your portfolios can decrease your overall portfolio volatility.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |