Warteck Invest (Switzerland) Performance

WARN Stock  CHF 1,970  10.00  0.51%   
Warteck Invest has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of -0.0658, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Warteck Invest are expected to decrease at a much lower rate. During the bear market, Warteck Invest is likely to outperform the market. Warteck Invest right now maintains a risk of 0.54%. Please check out Warteck Invest value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to decide if Warteck Invest will be following its historical returns.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Warteck Invest are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Warteck Invest is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Forward Dividend Yield
0.0355
Payout Ratio
0.5464
Last Split Factor
860:841
Forward Dividend Rate
70
Dividend Date
2025-05-27
1
What analyst consensus implies for Warteck Invest AG stock - Weekly Gains Report Entry Point Strategy Guides - Newser
12/04/2025
2
Can Warteck Invest AG stock sustain breakout momentum - July 2025 Chart Watch Accurate Intraday Trade Tips - bolumsonucanavari.com
12/22/2025
3
Can Warteck Invest AG stock hit consensus price targets - mfd.ru
02/10/2026
Begin Period Cash Flow15.8 M
Total Cashflows From Investing Activities-14 M
  

Warteck Invest Relative Risk vs. Return Landscape

If you would invest  195,000  in Warteck Invest on November 24, 2025 and sell it today you would earn a total of  2,000  from holding Warteck Invest or generate 1.03% return on investment over 90 days. Warteck Invest is generating 0.0184% of daily returns and assumes 0.5411% volatility on return distribution over the 90 days horizon. Simply put, 4% of stocks are less volatile than Warteck, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Warteck Invest is expected to generate 6.04 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.37 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 of returns per unit of risk over similar time horizon.

Warteck Invest Target Price Odds to finish over Current Price

The tendency of Warteck Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 1,970 90 days 1,970 
about 24.13
Based on a normal probability distribution, the odds of Warteck Invest to move above the current price in 90 days from now is about 24.13 (This Warteck Invest probability density function shows the probability of Warteck Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon Warteck Invest has a beta of -0.0658. This entails as returns on the benchmark increase, returns on holding Warteck Invest are expected to decrease at a much lower rate. During a bear market, however, Warteck Invest is likely to outperform the market. Additionally Warteck Invest has an alpha of 0.0115, implying that it can generate a 0.0115 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Warteck Invest Price Density   
       Price  

Predictive Modules for Warteck Invest

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Warteck Invest. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
1,9691,9701,970
Details
Intrinsic
Valuation
LowRealHigh
1,8231,8242,167
Details
Naive
Forecast
LowNextHigh
1,9651,9661,966
Details
Earnings
Estimates (0)
LowProjected EPSHigh
19.3019.3019.30
Details

Warteck Invest Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Warteck Invest is not an exception. The market had few large corrections towards the Warteck Invest's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Warteck Invest, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Warteck Invest within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.01
β
Beta against Dow Jones-0.07
σ
Overall volatility
21.90
Ir
Information ratio -0.12

Warteck Invest Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Warteck Invest for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Warteck Invest can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Warteck Invest has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
Warteck Invest has accumulated 456.53 M in total debt with debt to equity ratio (D/E) of 143.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Warteck Invest has a current ratio of 0.05, 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 Warteck Invest until it has trouble settling it off, either with new capital or with free cash flow. So, Warteck Invest'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 Warteck Invest sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Warteck to invest in growth at high rates of return. When we think about Warteck Invest's use of debt, we should always consider it together with cash and equity.
About 32.0% of Warteck Invest outstanding shares are owned by insiders
Latest headline from news.google.com: Can Warteck Invest AG stock hit consensus price targets - mfd.ru

Warteck Invest Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Warteck Stock often depends not only on the future outlook of the current and potential Warteck Invest's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Warteck Invest's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding280.6 K
Cash And Short Term Investments17.8 M

Warteck Invest Fundamentals Growth

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

About Warteck Invest Performance

Evaluating Warteck Invest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Warteck Invest 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 Warteck Invest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.03 
Return On Capital Employed 0.04  0.04 
Return On Assets 0.02  0.03 
Return On Equity 0.05  0.06 

Things to note about Warteck Invest performance evaluation

Checking the ongoing alerts about Warteck Invest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Warteck Invest help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Warteck Invest has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
Warteck Invest has accumulated 456.53 M in total debt with debt to equity ratio (D/E) of 143.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Warteck Invest has a current ratio of 0.05, 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 Warteck Invest until it has trouble settling it off, either with new capital or with free cash flow. So, Warteck Invest'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 Warteck Invest sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Warteck to invest in growth at high rates of return. When we think about Warteck Invest's use of debt, we should always consider it together with cash and equity.
About 32.0% of Warteck Invest outstanding shares are owned by insiders
Latest headline from news.google.com: Can Warteck Invest AG stock hit consensus price targets - mfd.ru
Evaluating Warteck Invest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Warteck Invest's stock performance include:
  • Analyzing Warteck Invest'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 Warteck Invest's stock is overvalued or undervalued compared to its peers.
  • Examining Warteck Invest'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 Warteck Invest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Warteck Invest's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Warteck Invest's stock. These opinions can provide insight into Warteck Invest's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Warteck Invest's stock performance is not an exact science, and many factors can impact Warteck Invest'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.

Additional Tools for Warteck Stock Analysis

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