Kardex (Switzerland) Performance

KARN Stock  CHF 263.00  3.50  1.31%   
The company secures a Beta (Market Risk) of 0.09, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kardex's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kardex is expected to be smaller as well. At this point, Kardex has a negative expected return of -0.1%. Please make sure to verify Kardex's maximum drawdown, potential upside, kurtosis, as well as the relationship between the value at risk and skewness , to decide if Kardex performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Kardex has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's basic indicators remain stable and the latest fuss on Wall Street may also be a sign of long-term gains for the venture sophisticated investors. ...more
Forward Dividend Yield
0.0228
Payout Ratio
1.2793
Last Split Factor
5:1
Forward Dividend Rate
6
Dividend Date
2025-04-30
1
Calculating The Fair Value Of Kardex Holding AG - Yahoo Finance UK
11/17/2025
2
Toyota Egypt Group signs cooperation agreement with Kardex for smart storage solutions - ZAWYA
12/17/2025
3
Those who invested in Kardex Holding three years ago are up 78 percent - simplywall.st
01/07/2026
4
Sonepar and Kardex Launch Scalable, Space-Efficient Automation System in Las Vegas Distribution Center - The Manila Times
02/02/2026
Begin Period Cash Flow107.3 M
Total Cashflows From Investing Activities-48.5 M
  

Kardex Relative Risk vs. Return Landscape

If you would invest  28,150  in Kardex on November 11, 2025 and sell it today you would lose (1,850) from holding Kardex or give up 6.57% of portfolio value over 90 days. Kardex is generating negative expected returns and assumes 1.4447% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Kardex, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Kardex is expected to under-perform the market. In addition to that, the company is 1.79 times more volatile than its market benchmark. It trades about -0.07 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of volatility.

Kardex Target Price Odds to finish over Current Price

The tendency of Kardex Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 263.00 90 days 263.00 
roughly 97.0
Based on a normal probability distribution, the odds of Kardex to move above the current price in 90 days from now is roughly 97.0 (This Kardex probability density function shows the probability of Kardex Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon Kardex has a beta of 0.09. This indicates as returns on the market go up, Kardex average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Kardex will be expected to be much smaller as well. Additionally Kardex has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Kardex Price Density   
       Price  

Predictive Modules for Kardex

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Kardex. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
261.11262.55263.99
Details
Intrinsic
Valuation
LowRealHigh
261.56263.00264.44
Details
Earnings
Estimates (0)
LowProjected EPSHigh
2.212.332.45
Details

Kardex Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Kardex is not an exception. The market had few large corrections towards the Kardex's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Kardex, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Kardex within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.2
β
Beta against Dow Jones0.09
σ
Overall volatility
8.49
Ir
Information ratio -0.18

Kardex Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Kardex for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Kardex can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Kardex generated a negative expected return over the last 90 days
About 22.0% of the company outstanding shares are owned by corporate insiders
Latest headline from news.google.com: Sonepar and Kardex Launch Scalable, Space-Efficient Automation System in Las Vegas Distribution Center - The Manila Times

Kardex Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Kardex Stock often depends not only on the future outlook of the current and potential Kardex's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Kardex's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding7.7 M
Cash And Short Term Investments173.3 M

Kardex Fundamentals Growth

Kardex Stock prices reflect investors' perceptions of the future prospects and financial health of Kardex, and Kardex 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 Kardex Stock performance.

About Kardex Performance

Evaluating Kardex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kardex 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 Kardex 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.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 67.08  40.51 
Return On Tangible Assets 0.15  0.16 
Return On Capital Employed 0.28  0.18 
Return On Assets 0.16  0.15 
Return On Equity 0.26  0.14 

Things to note about Kardex performance evaluation

Checking the ongoing alerts about Kardex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Kardex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Kardex generated a negative expected return over the last 90 days
About 22.0% of the company outstanding shares are owned by corporate insiders
Latest headline from news.google.com: Sonepar and Kardex Launch Scalable, Space-Efficient Automation System in Las Vegas Distribution Center - The Manila Times
Evaluating Kardex's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Kardex's stock performance include:
  • Analyzing Kardex'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 Kardex's stock is overvalued or undervalued compared to its peers.
  • Examining Kardex'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 Kardex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kardex's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Kardex's stock. These opinions can provide insight into Kardex's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Kardex's stock performance is not an exact science, and many factors can impact Kardex's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Kardex Stock Analysis

When running Kardex's price analysis, check to measure Kardex'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 Kardex is operating at the current time. Most of Kardex's value examination focuses on studying past and present price action to predict the probability of Kardex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Kardex's price. Additionally, you may evaluate how the addition of Kardex to your portfolios can decrease your overall portfolio volatility.