Loar Holdings Stock Performance
| LOAR Stock | 89.06 5.28 5.60% |
On a scale of 0 to 100, Loar Holdings holds a performance score of 10. The company secures a Beta (Market Risk) of 1.26, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Loar Holdings will likely underperform. Please check Loar Holdings' standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether Loar Holdings' current price movements will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Loar Holdings are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain basic indicators, Loar Holdings reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.27 | Five Day Return 2.26 | Year To Date Return 84.82 | Ten Year Return 84.82 | All Time Return 84.82 |
1 | 66,227 Shares in Loar Holdings, LLC Bought by Roubaix Capital LLC - MarketBeat | 09/05/2024 |
2 | US Growth Companies With High Insider Ownership September 2024 - Simply Wall St | 09/24/2024 |
3 | 3 US Stocks Insiders Favor With At Least 16 percent Revenue Growth | 10/23/2024 |
4 | Loar Holdings Inc. Announces Date and Time for Third Quarter 2024 Earnings Conference Call | 11/06/2024 |
5 | Loar Holdings Inc. Reports Q3 2024 Results, Upward Revision to 2024 and Initial 2025 Guidance | 11/13/2024 |
6 | Q3 2024 Loar Holdings Inc Earnings Call Transcript | 11/14/2024 |
7 | Loar Price Target Raised to 89.00 at Morgan Stanley | 11/19/2024 |
| Begin Period Cash Flow | 35.5 M |
Loar |
Loar Holdings Relative Risk vs. Return Landscape
If you would invest 7,011 in Loar Holdings on August 28, 2024 and sell it today you would earn a total of 1,895 from holding Loar Holdings or generate 27.03% return on investment over 90 days. Loar Holdings is currently generating 0.4304% in daily expected returns and assumes 3.3546% risk (volatility on return distribution) over the 90 days horizon. In different words, 29% of stocks are less volatile than Loar, and 92% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Loar Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Loar Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Loar Holdings, and traders can use it to determine the average amount a Loar Holdings' 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 = 0.1283
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| Small Returns | LOAR | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 3.35 actual daily | 29 71% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Loar Holdings is performing at about 10% 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 Loar Holdings by adding it to a well-diversified portfolio.
Loar Holdings Fundamentals Growth
Loar Stock prices reflect investors' perceptions of the future prospects and financial health of Loar Holdings, and Loar Holdings 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 Loar Stock performance.
| Revenue | 317.48 M | ||||
| EBITDA | 112.53 M | ||||
| Net Income | (4.62 M) | ||||
| Total Debt | 545.48 M | ||||
| Cash Flow From Operations | 12.81 M | ||||
| Total Asset | 1.05 B | ||||
| Working Capital | 119.2 M | ||||
About Loar Holdings Performance
Assessing Loar Holdings' fundamental ratios provides investors with valuable insights into Loar Holdings' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Loar Holdings is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 174.35 | 139.35 | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | 0.07 | 0.04 | |
| Return On Equity | (0.01) | (0.01) |
Things to note about Loar Holdings performance evaluation
Checking the ongoing alerts about Loar Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Loar Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Loar Holdings had very high historical volatility over the last 90 days | |
| The company reported the previous year's revenue of 317.48 M. Net Loss for the year was (4.62 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Loar Holdings has a frail financial position based on the latest SEC disclosures | |
| Latest headline from thelincolnianonline.com: Loar Price Target Raised to 89.00 at Morgan Stanley |
- Analyzing Loar Holdings' 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 Loar Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Loar Holdings' 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 Loar Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Loar Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Loar Holdings' stock. These opinions can provide insight into Loar Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Loar Stock Analysis
When running Loar Holdings' price analysis, check to measure Loar Holdings' 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 Loar Holdings is operating at the current time. Most of Loar Holdings' value examination focuses on studying past and present price action to predict the probability of Loar Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Loar Holdings' price. Additionally, you may evaluate how the addition of Loar Holdings to your portfolios can decrease your overall portfolio volatility.