Varta AG (Germany) Performance
| VAR1 Stock | EUR 2.15 0.16 6.93% |
Varta AG holds a performance score of 6 on a scale of zero to a hundred. The entity has a beta of 4.39, which indicates 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, Varta AG will likely underperform. Use Varta AG treynor ratio, value at risk, downside variance, as well as the relationship between the maximum drawdown and potential upside , to analyze future returns on Varta AG.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Varta AG are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Varta AG reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Quick Ratio | 0.59 | |
| Fifty Two Week Low | 100.40 | |
| Target High Price | 30.00 | |
| Payout Ratio | 99.20% | |
| Fifty Two Week High | 181.20 | |
| Target Low Price | 21.50 | |
| Trailing Annual Dividend Yield | 1.90% |
Varta |
Varta AG Relative Risk vs. Return Landscape
If you would invest 175.00 in Varta AG on August 28, 2024 and sell it today you would earn a total of 40.00 from holding Varta AG or generate 22.86% return on investment over 90 days. Varta AG is generating 1.2312% of daily returns assuming 14.7475% volatility of returns over the 90 days investment horizon. Simply put, majority of traded equity instruments are less risky than Varta 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 |
Varta AG Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Varta AG's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Varta AG, and traders can use it to determine the average amount a Varta AG'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 = 0.0835
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Estimated Market Risk
| 14.75 actual daily | 96 96% of assets are less volatile |
Expected Return
| 1.23 actual daily | 24 76% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Varta AG is performing at about 6% 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 Varta AG by adding it to a well-diversified portfolio.
Varta AG Fundamentals Growth
Varta Stock prices reflect investors' perceptions of the future prospects and financial health of Varta AG, and Varta AG 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 Varta Stock performance.
| Return On Equity | 22.43 | |||
| Return On Asset | 9.99 | |||
| Profit Margin | 11.49 % | |||
| Operating Margin | 20.38 % | |||
| Current Valuation | 4.89 B | |||
| Shares Outstanding | 40.42 M | |||
| Price To Earning | 54.64 X | |||
| Price To Book | 9.83 X | |||
| Price To Sales | 5.89 X | |||
| Revenue | 880.45 M | |||
| EBITDA | 249.84 M | |||
| Cash And Equivalents | 48.59 M | |||
| Cash Per Share | 1.21 X | |||
| Total Debt | 103.28 M | |||
| Debt To Equity | 0.23 % | |||
| Book Value Per Share | 13.06 X | |||
| Cash Flow From Operations | 123.12 M | |||
| Earnings Per Share | 2.35 X | |||
About Varta AG Performance
By analyzing Varta AG's fundamental ratios, stakeholders can gain valuable insights into Varta AG's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Varta AG 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 Varta AG has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Varta AG, through its subsidiaries, researches, develops, produces, and sells microbatteries, household batteries, and energy storage solutions worldwide. The company was founded in 1887 and is headquartered in Ellwangen, Germany. VARTA AG operates under Electrical Equipment Parts classification in Germany and is traded on Frankfurt Stock Exchange. It employs 4606 people.Things to note about Varta AG performance evaluation
Checking the ongoing alerts about Varta AG for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Varta AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Varta AG is way too risky over 90 days horizon | |
| Varta AG appears to be risky and price may revert if volatility continues | |
| Varta AG has accumulated 103.28 M in total debt with debt to equity ratio (D/E) of 0.23, which may suggest the company is not taking enough advantage from borrowing. Varta AG has a current ratio of 0.95, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Varta AG until it has trouble settling it off, either with new capital or with free cash flow. So, Varta AG's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Varta AG sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Varta to invest in growth at high rates of return. When we think about Varta AG's use of debt, we should always consider it together with cash and equity. | |
| About 56.0% of Varta AG outstanding shares are owned by insiders |
- Analyzing Varta AG'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 Varta AG's stock is overvalued or undervalued compared to its peers.
- Examining Varta AG'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 Varta AG's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Varta AG's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Varta AG's stock. These opinions can provide insight into Varta AG's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Varta Stock analysis
When running Varta AG's price analysis, check to measure Varta AG'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 Varta AG is operating at the current time. Most of Varta AG's value examination focuses on studying past and present price action to predict the probability of Varta AG's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Varta AG's price. Additionally, you may evaluate how the addition of Varta AG to your portfolios can decrease your overall portfolio volatility.
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