Investis Holding (Switzerland) Performance
| IREN Stock | CHF 111.00 0.50 0.45% |
Investis Holding has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of -0.0965, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Investis Holding are expected to decrease at a much lower rate. During the bear market, Investis Holding is likely to outperform the market. Investis Holding right now retains a risk of 0.56%. Please check out Investis Holding sortino ratio, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Investis Holding will be following its current trending patterns.
Risk-Adjusted Performance
Insignificant
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Compared to the overall equity markets, risk-adjusted returns on investments in Investis Holding SA are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Investis Holding is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 14.7 M | |
| Total Cashflows From Investing Activities | -105 M |
Investis |
Investis Holding Relative Risk vs. Return Landscape
If you would invest 10,900 in Investis Holding SA on November 30, 2024 and sell it today you would earn a total of 200.00 from holding Investis Holding SA or generate 1.83% return on investment over 90 days. Investis Holding SA is generating 0.0324% of daily returns and assumes 0.5598% volatility on return distribution over the 90 days horizon. Simply put, 4% of stocks are less volatile than Investis, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Investis Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investis Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Investis Holding SA, and traders can use it to determine the average amount a Investis Holding'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 = 0.0578
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Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Investis Holding is performing at about 4% 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 Investis Holding by adding it to a well-diversified portfolio.
Investis Holding Fundamentals Growth
Investis Stock prices reflect investors' perceptions of the future prospects and financial health of Investis Holding, and Investis Holding 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 Investis Stock performance.
| Return On Equity | 0.2 | |||
| Return On Asset | 0.0185 | |||
| Profit Margin | 0.86 % | |||
| Operating Margin | 0.23 % | |||
| Current Valuation | 1.75 B | |||
| Shares Outstanding | 12.73 M | |||
| Price To Earning | 15.80 X | |||
| Price To Book | 1.23 X | |||
| Price To Sales | 5.72 X | |||
| Revenue | 216 M | |||
| EBITDA | 240.86 M | |||
| Cash And Equivalents | 4.8 M | |||
| Cash Per Share | 2.62 X | |||
| Total Debt | 255 M | |||
| Debt To Equity | 93.30 % | |||
| Book Value Per Share | 82.00 X | |||
| Cash Flow From Operations | 44.07 M | |||
| Earnings Per Share | 15.21 X | |||
| Total Asset | 1.82 B | |||
About Investis Holding Performance
Evaluating Investis Holding's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Investis Holding 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 Investis Holding 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.
Investis Holding SA operates as a residential property company in Switzerland. The company was founded in 1994 and is headquartered in Zurich, Switzerland. INVESTIS N operates under Residential Real Estate classification in Switzerland and is traded on Switzerland Exchange. It employs 1175 people.Things to note about Investis Holding performance evaluation
Checking the ongoing alerts about Investis Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investis Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investis Holding has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Investis Holding SA has accumulated 255 M in total debt with debt to equity ratio (D/E) of 93.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Investis Holding has a current ratio of 0.48, 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 Investis Holding until it has trouble settling it off, either with new capital or with free cash flow. So, Investis Holding'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 Investis Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Investis to invest in growth at high rates of return. When we think about Investis Holding's use of debt, we should always consider it together with cash and equity. | |
| About 78.0% of Investis Holding shares are held by company insiders |
- Analyzing Investis Holding'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 Investis Holding's stock is overvalued or undervalued compared to its peers.
- Examining Investis Holding'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 Investis Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investis Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investis Holding's stock. These opinions can provide insight into Investis Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Investis Stock Analysis
When running Investis Holding's price analysis, check to measure Investis Holding'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 Investis Holding is operating at the current time. Most of Investis Holding's value examination focuses on studying past and present price action to predict the probability of Investis Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investis Holding's price. Additionally, you may evaluate how the addition of Investis Holding to your portfolios can decrease your overall portfolio volatility.