Polar Capital (UK) Performance
| PCT Stock | 343.50 1.00 0.29% |
On a scale of 0 to 100, Polar Capital holds a performance score of 13. The company holds a Beta of 1.02, which implies a somewhat significant risk relative to the market. Polar Capital returns are very sensitive to returns on the market. As the market goes up or down, Polar Capital is expected to follow. Please check Polar Capital's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to make a quick decision on whether Polar Capital's historical price patterns will revert.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Polar Capital Technology are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Polar Capital exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Last Split Factor 10:1 | Last Split Date 2024-09-13 |
1 | Weekly wrap Polar Capital Technology and more - Fidelity International | 09/19/2024 |
2 | Polar Capital Technology Trust Share Price Passes Below Two Hundred Day Moving Average - Heres What Happened - MarketBeat | 11/20/2024 |
| Begin Period Cash Flow | 239.1 M |
Polar |
Polar Capital Relative Risk vs. Return Landscape
If you would invest 29,500 in Polar Capital Technology on August 28, 2024 and sell it today you would earn a total of 4,850 from holding Polar Capital Technology or generate 16.44% return on investment over 90 days. Polar Capital Technology is generating 0.2478% of daily returns and assumes 1.4088% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Polar, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Polar Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polar Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Polar Capital Technology, and traders can use it to determine the average amount a Polar Capital'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 = 0.1759
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Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Polar Capital is performing at about 13% 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 Polar Capital by adding it to a well-diversified portfolio.
Polar Capital Fundamentals Growth
Polar Stock prices reflect investors' perceptions of the future prospects and financial health of Polar Capital, and Polar Capital 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 Polar Stock performance.
| Return On Equity | 0.34 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | 0.97 % | ||||
| Operating Margin | 0.98 % | ||||
| Current Valuation | 4.07 B | ||||
| Shares Outstanding | 1.19 B | ||||
| Price To Book | 1.07 X | ||||
| Price To Sales | 3.80 X | ||||
| Revenue | 325.02 M | ||||
| Gross Profit | (86.75 M) | ||||
| EBITDA | 1.12 B | ||||
| Net Income | 1.12 B | ||||
| Total Debt | 48.47 M | ||||
| Book Value Per Share | 3.15 X | ||||
| Cash Flow From Operations | 9.31 M | ||||
| Earnings Per Share | 0.90 X | ||||
| Total Asset | 3.86 B | ||||
| Retained Earnings | (142.88 M) | ||||
About Polar Capital Performance
By analyzing Polar Capital's fundamental ratios, stakeholders can gain valuable insights into Polar Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Polar Capital 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 Polar Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Polar Capital is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Polar Capital Technology performance evaluation
Checking the ongoing alerts about Polar Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Polar Capital Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Polar Capital Technology Trust Share Price Passes Below Two Hundred Day Moving Average - Heres What Happened - MarketBeat |
- Analyzing Polar Capital'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 Polar Capital's stock is overvalued or undervalued compared to its peers.
- Examining Polar Capital'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 Polar Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polar Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Polar Capital's stock. These opinions can provide insight into Polar Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Polar Stock analysis
When running Polar Capital's price analysis, check to measure Polar Capital'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 Polar Capital is operating at the current time. Most of Polar Capital's value examination focuses on studying past and present price action to predict the probability of Polar Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Polar Capital's price. Additionally, you may evaluate how the addition of Polar Capital to your portfolios can decrease your overall portfolio volatility.
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