Ina Invest (Switzerland) Performance
| INA Stock | CHF 21.60 0.30 1.41% |
On a scale of 0 to 100, Ina Invest holds a performance score of 18. The company retains a Market Volatility (i.e., Beta) of 0.0798, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Ina Invest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ina Invest is expected to be smaller as well. Please check Ina Invest's maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to make a quick decision on whether Ina Invest's current trending patterns will revert.
Risk-Adjusted Performance
18 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Ina Invest Holding are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Ina Invest showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 14.1 M | |
| Total Cashflows From Investing Activities | -54.4 M |
Ina |
Ina Invest Relative Risk vs. Return Landscape
If you would invest 1,840 in Ina Invest Holding on August 28, 2024 and sell it today you would earn a total of 320.00 from holding Ina Invest Holding or generate 17.39% return on investment over 90 days. Ina Invest Holding is generating 0.2525% of daily returns assuming 1.0807% volatility of returns over the 90 days investment horizon. Simply put, 9% of all stocks have less volatile historical return distribution than Ina Invest, and 95% 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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Ina Invest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ina Invest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Ina Invest Holding, and traders can use it to determine the average amount a Ina Invest'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 = 0.2337
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Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Ina Invest is performing at about 18% 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 Ina Invest by adding it to a well-diversified portfolio.
Ina Invest Fundamentals Growth
Ina Stock prices reflect investors' perceptions of the future prospects and financial health of Ina Invest, and Ina Invest 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 Ina Stock performance.
| Return On Equity | 0.0349 | |||
| Return On Asset | -0.0017 | |||
| Profit Margin | 0.63 % | |||
| Operating Margin | 0.04 % | |||
| Current Valuation | 218.94 M | |||
| Shares Outstanding | 9.74 M | |||
| Price To Earning | 73.28 X | |||
| Price To Book | 0.83 X | |||
| Price To Sales | 8.69 X | |||
| Revenue | 20.07 M | |||
| EBITDA | 14.37 M | |||
| Cash And Equivalents | 8.31 M | |||
| Cash Per Share | 0.94 X | |||
| Total Debt | 43 M | |||
| Debt To Equity | 0.04 % | |||
| Book Value Per Share | 23.15 X | |||
| Cash Flow From Operations | 9.36 M | |||
| Earnings Per Share | 1.46 X | |||
| Total Asset | 449.86 M | |||
About Ina Invest Performance
Evaluating Ina Invest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ina Invest 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 Ina Invest 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.
Ina Invest Holding AG operates as a real estate company in Switzerland. It engages in the development, execution, letting, and management of real estate projects comprising residential, working, and living space. INA INVEST is traded on Switzerland Exchange in Switzerland.Things to note about Ina Invest Holding performance evaluation
Checking the ongoing alerts about Ina Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Ina Invest Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 55.0% of the company shares are held by company insiders |
- Analyzing Ina Invest'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 Ina Invest's stock is overvalued or undervalued compared to its peers.
- Examining Ina Invest'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 Ina Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ina Invest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Ina Invest's stock. These opinions can provide insight into Ina Invest's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Ina Stock Analysis
When running Ina Invest's price analysis, check to measure Ina Invest'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 Ina Invest is operating at the current time. Most of Ina Invest's value examination focuses on studying past and present price action to predict the probability of Ina Invest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ina Invest's price. Additionally, you may evaluate how the addition of Ina Invest to your portfolios can decrease your overall portfolio volatility.