Sir Royalty Income Stock Performance
| SRV-UN Stock | CAD 12.86 0.27 2.14% |
SIR Royalty has a performance score of 3 on a scale of 0 to 100. The entity has a beta of 0.0669, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SIR Royalty's returns are expected to increase less than the market. However, during the bear market, the loss of holding SIR Royalty is expected to be smaller as well. SIR Royalty Income currently has a risk of 1.39%. Please validate SIR Royalty expected short fall, and the relationship between the value at risk and daily balance of power , to decide if SIR Royalty will be following its existing price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in SIR Royalty Income are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, SIR Royalty is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0898 | Payout Ratio 0.5 | Forward Dividend Rate 1.14 | Dividend Date 2024-11-29 | Ex Dividend Date 2024-11-22 |
1 | ARIAKE JAPAN Co., Ltd. Short Interest Update - Defense World | 08/30/2024 |
2 | SIR Royalty Income Fund Stock Price Passes Below 200 Day Moving Average of 13.11 - MarketBeat | 09/26/2024 |
3 | SIR Royalty Income Fund Reports 2024 Third Quarter Financial Results - Barchart | 11/14/2024 |
| Begin Period Cash Flow | 2.3 M |
SIR |
SIR Royalty Relative Risk vs. Return Landscape
If you would invest 1,245 in SIR Royalty Income on August 29, 2024 and sell it today you would earn a total of 41.00 from holding SIR Royalty Income or generate 3.29% return on investment over 90 days. SIR Royalty Income is generating 0.0617% of daily returns and assumes 1.3941% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than SIR, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
SIR Royalty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SIR Royalty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SIR Royalty Income, and traders can use it to determine the average amount a SIR Royalty'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 = 0.0443
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| Cash | Small Risk | SRV-UN | High Risk | Huge Risk |
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Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average SIR Royalty is performing at about 3% 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 SIR Royalty by adding it to a well-diversified portfolio.
SIR Royalty Fundamentals Growth
SIR Stock prices reflect investors' perceptions of the future prospects and financial health of SIR Royalty, and SIR Royalty 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 SIR Stock performance.
| Return On Equity | 0.25 | ||||
| Return On Asset | 0.17 | ||||
| Profit Margin | 1.87 % | ||||
| Operating Margin | 1.65 % | ||||
| Current Valuation | 22.06 M | ||||
| Shares Outstanding | 8.38 M | ||||
| Price To Earning | 2.40 X | ||||
| Price To Book | 1.21 X | ||||
| Price To Sales | 9.67 X | ||||
| Revenue | 23.32 M | ||||
| Gross Profit | 7.12 M | ||||
| EBITDA | 11.66 M | ||||
| Net Income | 19.11 M | ||||
| Cash And Equivalents | 304.11 K | ||||
| Cash Per Share | 0.04 X | ||||
| Total Debt | 42.47 K | ||||
| Current Ratio | 1.20 X | ||||
| Book Value Per Share | 10.21 X | ||||
| Cash Flow From Operations | 8.04 M | ||||
| Earnings Per Share | 2.28 X | ||||
| Market Capitalization | 108.46 M | ||||
| Total Asset | 90.96 M | ||||
| Retained Earnings | (10.69 M) | ||||
About SIR Royalty Performance
By analyzing SIR Royalty's fundamental ratios, stakeholders can gain valuable insights into SIR Royalty's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if SIR Royalty 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 SIR Royalty has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 612.96 | 643.61 | |
| Return On Tangible Assets | 0.21 | 0.22 | |
| Return On Capital Employed | 0.67 | 0.70 | |
| Return On Assets | 0.21 | 0.22 | |
| Return On Equity | 0.22 | 0.23 |
Things to note about SIR Royalty Income performance evaluation
Checking the ongoing alerts about SIR Royalty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SIR Royalty Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 28.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: SIR Royalty Income Fund Reports 2024 Third Quarter Financial Results - Barchart |
- Analyzing SIR Royalty'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 SIR Royalty's stock is overvalued or undervalued compared to its peers.
- Examining SIR Royalty'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 SIR Royalty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SIR Royalty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SIR Royalty's stock. These opinions can provide insight into SIR Royalty's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for SIR Stock analysis
When running SIR Royalty's price analysis, check to measure SIR Royalty'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 SIR Royalty is operating at the current time. Most of SIR Royalty's value examination focuses on studying past and present price action to predict the probability of SIR Royalty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SIR Royalty's price. Additionally, you may evaluate how the addition of SIR Royalty to your portfolios can decrease your overall portfolio volatility.
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