Alfa Holdings (Brazil) Performance
| RPAD5 Preferred Stock | BRL 6.36 0.00 0.00% |
On a scale of 0 to 100, Alfa Holdings holds a performance score of 1. The firm shows a Beta (market volatility) of 1.35, which signifies 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, Alfa Holdings will likely underperform. Please check Alfa Holdings' variance, jensen alpha, sortino ratio, as well as the relationship between the information ratio and total risk alpha , to make a quick decision on whether Alfa Holdings' price patterns will revert.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Alfa Holdings SA are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Alfa Holdings unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 21.1 M | |
| Total Cashflows From Investing Activities | 57.6 M |
Alfa |
Alfa Holdings Relative Risk vs. Return Landscape
If you would invest 699.00 in Alfa Holdings SA on November 9, 2024 and sell it today you would lose (63.00) from holding Alfa Holdings SA or give up 9.01% of portfolio value over 90 days. Alfa Holdings SA is generating 0.2226% of daily returns and assumes 13.3652% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than Alfa on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Alfa Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Alfa Holdings' investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Alfa Holdings SA, and traders can use it to determine the average amount a Alfa 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 = 0.0167
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Estimated Market Risk
| 13.37 actual daily | 96 96% of assets are less volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Alfa Holdings is performing at about 1% 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 Alfa Holdings by adding it to a well-diversified portfolio.
Alfa Holdings Fundamentals Growth
Alfa Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Alfa Holdings, and Alfa 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 Alfa Preferred Stock performance.
| Return On Equity | 0.0596 | ||||
| Return On Asset | -0.0025 | ||||
| Current Valuation | 538.61 M | ||||
| Shares Outstanding | 14.31 M | ||||
| Price To Earning | 26.55 X | ||||
| Price To Book | 0.56 X | ||||
| Price To Sales | 441.44 X | ||||
| Revenue | 1.36 M | ||||
| EBITDA | 19.36 M | ||||
| Cash And Equivalents | 457 K | ||||
| Cash Per Share | 0.17 X | ||||
| Book Value Per Share | 12.66 X | ||||
| Cash Flow From Operations | (1.95 M) | ||||
| Earnings Per Share | 0.72 X | ||||
| Total Asset | 1.05 B | ||||
About Alfa Holdings Performance
Assessing Alfa Holdings' fundamental ratios provides investors with valuable insights into Alfa Holdings' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Alfa 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.
Alfa Holdings S.A. provides private banking services in Brazil. Alfa Holdings S.A. was incorporated in 1959 and is headquartered in So Paulo, Brazil. ALFA HOLDINGPNA operates under Conglomerates classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about Alfa Holdings SA performance evaluation
Checking the ongoing alerts about Alfa Holdings for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Alfa Holdings SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Alfa Holdings SA is not yet fully synchronised with the market data | |
| Alfa Holdings SA had very high historical volatility over the last 90 days | |
| Alfa Holdings SA has high likelihood to experience some financial distress in the next 2 years | |
| Alfa Holdings SA has accumulated about 457 K in cash with (1.95 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.17. | |
| Roughly 31.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Alfa 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 Alfa Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Alfa 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 Alfa Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Alfa Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Alfa Holdings' preferred stock. These opinions can provide insight into Alfa Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Alfa Preferred Stock Analysis
When running Alfa Holdings' price analysis, check to measure Alfa 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 Alfa Holdings is operating at the current time. Most of Alfa Holdings' value examination focuses on studying past and present price action to predict the probability of Alfa Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Alfa Holdings' price. Additionally, you may evaluate how the addition of Alfa Holdings to your portfolios can decrease your overall portfolio volatility.