Smithson Investment (UK) Performance
| SSON Stock | 1,550 18.00 1.17% |
Smithson Investment has a performance score of 14 on a scale of 0 to 100. The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Smithson Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Smithson Investment is expected to be smaller as well. Smithson Investment Trust right now has a risk of 0.91%. Please validate Smithson Investment total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if Smithson Investment will be following its existing price patterns.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Smithson Investment Trust are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Smithson Investment may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
1 | Smithson Investment Trust Stock Price Up 1.6 percent - Time to Buy - MarketBeat | 11/22/2024 |
2 | Smithson Investment Trust Stock Price Down 0.5 percent - Heres Why - MarketBeat | 12/30/2024 |
3 | Saba builds Smithson stake - Citywire Wealth Manager | 01/28/2025 |
| Begin Period Cash Flow | 24.6 M |
Smithson |
Smithson Investment Relative Risk vs. Return Landscape
If you would invest 140,600 in Smithson Investment Trust on November 2, 2024 and sell it today you would earn a total of 14,400 from holding Smithson Investment Trust or generate 10.24% return on investment over 90 days. Smithson Investment Trust is generating 0.1641% of daily returns and assumes 0.911% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Smithson, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Smithson Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smithson Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Smithson Investment Trust, and traders can use it to determine the average amount a Smithson Investment'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 = 0.1801
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SSON | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Smithson Investment is performing at about 14% 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 Smithson Investment by adding it to a well-diversified portfolio.
Smithson Investment Fundamentals Growth
Smithson Stock prices reflect investors' perceptions of the future prospects and financial health of Smithson Investment, and Smithson Investment 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 Smithson Stock performance.
| Return On Equity | 18.31 | ||||
| Shares Outstanding | 165.8 M | ||||
| Price To Book | 0.87 X | ||||
| Price To Sales | 7.65 X | ||||
| Revenue | 301.64 M | ||||
| EBITDA | 300.25 M | ||||
| Net Income | 299.46 M | ||||
| Total Debt | 5.45 M | ||||
| Cash Flow From Operations | 3.37 M | ||||
| Earnings Per Share | (5.52) X | ||||
| Total Asset | 2.56 B | ||||
| Retained Earnings | (3.62 M) | ||||
About Smithson Investment Performance
Assessing Smithson Investment's fundamental ratios provides investors with valuable insights into Smithson Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Smithson Investment 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.
Smithson Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Smithson Investment Trust performance evaluation
Checking the ongoing alerts about Smithson Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Smithson Investment Trust 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: Saba builds Smithson stake - Citywire Wealth Manager |
- Analyzing Smithson Investment'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 Smithson Investment's stock is overvalued or undervalued compared to its peers.
- Examining Smithson Investment'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 Smithson Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smithson Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Smithson Investment's stock. These opinions can provide insight into Smithson Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Smithson Stock Analysis
When running Smithson Investment's price analysis, check to measure Smithson Investment'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 Smithson Investment is operating at the current time. Most of Smithson Investment's value examination focuses on studying past and present price action to predict the probability of Smithson Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smithson Investment's price. Additionally, you may evaluate how the addition of Smithson Investment to your portfolios can decrease your overall portfolio volatility.