Portillos Stock Performance
| PTLO Stock | USD 10.85 0.06 0.56% |
The company holds a Beta of 0.82, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Portillos' returns are expected to increase less than the market. However, during the bear market, the loss of holding Portillos is expected to be smaller as well. At this point, Portillos has a negative expected return of -0.21%. Please make sure to check Portillos' maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Portillos performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Portillos has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's essential indicators remain very healthy which may send shares a bit higher in December 2024. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 5.58 | Five Day Return 7.92 | Year To Date Return (26.70) | Ten Year Return (60.65) | All Time Return (60.65) |
1 | Disposition of tradable shares by Michael Ellis of Portillos at 11.08 subject to Rule 16b-3 | 08/30/2024 |
2 | Disposition of 437 shares by Kelly Kaiser of Portillos at 11.95 subject to Rule 16b-3 | 09/05/2024 |
3 | Disposition of 50072 shares by Hart Gerard Johan of Portillos subject to Rule 16b-3 | 09/13/2024 |
4 | Reflecting On Traditional Fast Food Stocks Q2 Earnings Restaurant Brands | 10/01/2024 |
5 | Disposition of 1580 shares by Nicholas Scarpino of Portillos at 12.57 subject to Rule 16b-3 | 10/21/2024 |
6 | Portillos Inc Q3 2024 Everything You Need to Know Ahead of Earnings | 11/04/2024 |
7 | Portillos Misses Q3 Sales Targets | 11/05/2024 |
8 | Portillos Inc Q3 2024 Earnings Call Highlights Navigating Growth Amidst Rising Costs | 11/06/2024 |
9 | Portillos Stock Rating Lowered by Stifel Nicolaus | 11/07/2024 |
10 | Portillos Expanding Fast-Casual Chain with Strong Growth Prospects | 11/20/2024 |
| Begin Period Cash Flow | 44.4 M |
Portillos |
Portillos Relative Risk vs. Return Landscape
If you would invest 1,266 in Portillos on August 27, 2024 and sell it today you would lose (181.00) from holding Portillos or give up 14.3% of portfolio value over 90 days. Portillos is currently does not generate positive expected returns and assumes 2.3998% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than Portillos, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Portillos Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Portillos' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Portillos, and traders can use it to determine the average amount a Portillos' 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 = -0.0886
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTLO |
Estimated Market Risk
| 2.4 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Portillos is not performing at its full potential. However, 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 Portillos by adding Portillos to a well-diversified portfolio.
Portillos Fundamentals Growth
Portillos Stock prices reflect investors' perceptions of the future prospects and financial health of Portillos, and Portillos 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 Portillos Stock performance.
| Return On Equity | 0.0698 | ||||
| Return On Asset | 0.0254 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 1.24 B | ||||
| Shares Outstanding | 62.65 M | ||||
| Price To Earning | 327.63 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 0.95 X | ||||
| Revenue | 679.9 M | ||||
| Gross Profit | 132.51 M | ||||
| EBITDA | 78.94 M | ||||
| Net Income | 18.42 M | ||||
| Cash And Equivalents | 49.73 M | ||||
| Cash Per Share | 1.37 X | ||||
| Total Debt | 550.41 M | ||||
| Debt To Equity | 0.72 % | ||||
| Current Ratio | 1.30 X | ||||
| Book Value Per Share | 6.15 X | ||||
| Cash Flow From Operations | 70.78 M | ||||
| Earnings Per Share | 0.42 X | ||||
| Market Capitalization | 679.42 M | ||||
| Total Asset | 1.39 B | ||||
| Retained Earnings | 13.61 M | ||||
| Working Capital | (62.99 M) | ||||
About Portillos Performance
By examining Portillos' fundamental ratios, stakeholders can obtain critical insights into Portillos' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Portillos is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 5.57 | 4.36 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.05 | 0.05 |
Things to note about Portillos performance evaluation
Checking the ongoing alerts about Portillos for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Portillos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Portillos generated a negative expected return over the last 90 days | |
| Portillos has a strong financial position based on the latest SEC filings | |
| Over 90.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Portillos Expanding Fast-Casual Chain with Strong Growth Prospects |
- Analyzing Portillos' 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 Portillos' stock is overvalued or undervalued compared to its peers.
- Examining Portillos' 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 Portillos' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Portillos' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Portillos' stock. These opinions can provide insight into Portillos' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Portillos. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. To learn how to invest in Portillos Stock, please use our How to Invest in Portillos guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Portillos. If investors know Portillos will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Portillos listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.571 | Earnings Share 0.42 | Revenue Per Share 12.071 | Quarterly Revenue Growth 0.069 | Return On Assets 0.0254 |
The market value of Portillos is measured differently than its book value, which is the value of Portillos that is recorded on the company's balance sheet. Investors also form their own opinion of Portillos' value that differs from its market value or its book value, called intrinsic value, which is Portillos' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Portillos' market value can be influenced by many factors that don't directly affect Portillos' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Portillos' value and its price as these two are different measures arrived at by different means. Investors typically determine if Portillos is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Portillos' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.