Swatch Group (Germany) Performance

UHRA Stock  EUR 8.70  0.90  11.54%   
The entity has a beta of 0.68, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Swatch Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swatch Group is expected to be smaller as well. At this point, Swatch Group has a negative expected return of -0.0048%. Please make sure to validate Swatch Group's treynor ratio, value at risk, and the relationship between the total risk alpha and maximum drawdown , to decide if Swatch Group 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 The Swatch Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Swatch Group is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Begin Period Cash Flow1.5 B
Total Cashflows From Investing Activities-727 M
  

Swatch Group Relative Risk vs. Return Landscape

If you would invest  910.00  in The Swatch Group on November 6, 2024 and sell it today you would lose (40.00) from holding The Swatch Group or give up 4.4% of portfolio value over 90 days. The Swatch Group is producing return of less than zero assuming 3.8205% volatility of returns over the 90 days investment horizon. Simply put, 34% of all stocks have less volatile historical return distribution than Swatch Group, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Swatch Group is expected to under-perform the market. In addition to that, the company is 5.31 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 per unit of volatility.

Swatch Group Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Swatch Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Swatch Group, and traders can use it to determine the average amount a Swatch Group'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 = -0.0012

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Estimated Market Risk

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Based on monthly moving average Swatch Group 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 Swatch Group by adding Swatch Group to a well-diversified portfolio.

Swatch Group Fundamentals Growth

Swatch Stock prices reflect investors' perceptions of the future prospects and financial health of Swatch Group, and Swatch Group 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 Swatch Stock performance.

About Swatch Group Performance

By analyzing Swatch Group's fundamental ratios, stakeholders can gain valuable insights into Swatch Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Swatch Group 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 Swatch Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide. The Swatch Group AG is headquartered in BielBienne, Switzerland. SWATCH GR operates under Luxury Goods classification in Germany and is traded on Frankfurt Stock Exchange. It employs 36800 people.

Things to note about Swatch Group performance evaluation

Checking the ongoing alerts about Swatch Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Swatch Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Swatch Group generated a negative expected return over the last 90 days
Swatch Group has high historical volatility and very poor performance
Evaluating Swatch Group's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Swatch Group's stock performance include:
  • Analyzing Swatch Group'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 Swatch Group's stock is overvalued or undervalued compared to its peers.
  • Examining Swatch Group'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 Swatch Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Swatch Group's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Swatch Group's stock. These opinions can provide insight into Swatch Group's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Swatch Group's stock performance is not an exact science, and many factors can impact Swatch Group's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Swatch Stock analysis

When running Swatch Group's price analysis, check to measure Swatch Group'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 Swatch Group is operating at the current time. Most of Swatch Group's value examination focuses on studying past and present price action to predict the probability of Swatch Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Swatch Group's price. Additionally, you may evaluate how the addition of Swatch Group to your portfolios can decrease your overall portfolio volatility.
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