XP Corporate (Brazil) Manager Performance Evaluation
| XPCM11 Fund | BRL 7.50 0.21 2.88% |
The entity owns a Beta (Systematic Risk) of 0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, XP Corporate's returns are expected to increase less than the market. However, during the bear market, the loss of holding XP Corporate is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days XP Corporate Maca has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong fundamental indicators, XP Corporate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Quick Ratio | 0.50 | |
| Fifty Two Week High | 61.97 |
XPCM11 |
XP Corporate Relative Risk vs. Return Landscape
If you would invest 755.00 in XP Corporate Maca on September 1, 2024 and sell it today you would lose (5.00) from holding XP Corporate Maca or give up 0.66% of portfolio value over 90 days. XP Corporate Maca is generating negative expected returns and assumes 1.0648% volatility on return distribution over the 90 days horizon. Simply put, 9% of funds are less volatile than XPCM11, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
XP Corporate Current Valuation
Fairly Valued
Today
Please note that XP Corporate's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. XP Corporate Maca owns a latest Real Value of R$7.47 per share. The recent price of the fund is R$7.5. We determine the value of XP Corporate Maca from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some future date, fund prices and their ongoing real values will blend.
Since XP Corporate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of XPCM11 Fund. However, XP Corporate's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.5 | Real 7.47 | Hype 7.5 | Naive 7.53 |
The real value of XPCM11 Fund, also known as its intrinsic value, is the underlying worth of XP Corporate Maca Fund, which is reflected in its stock price. It is based on XP Corporate's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of XP Corporate's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of XP Corporate Maca helps investors to forecast how XPCM11 fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of XP Corporate more accurately as focusing exclusively on XP Corporate's fundamentals will not take into account other important factors: XP Corporate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for XP Corporate's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as XP Corporate Maca, and traders can use it to determine the average amount a XP Corporate'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 = -0.0045
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XPCM11 |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average XP Corporate 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 XP Corporate by adding XP Corporate to a well-diversified portfolio.
XP Corporate Fundamentals Growth
XPCM11 Fund prices reflect investors' perceptions of the future prospects and financial health of XP Corporate, and XP Corporate 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 XPCM11 Fund performance.
| Return On Equity | 14.7 | |||
| Return On Asset | 6.9 | |||
| Profit Margin | 105.02 % | |||
| Operating Margin | 84.46 % | |||
| Current Valuation | 61.33 M | |||
| Shares Outstanding | 2.41 M | |||
| Price To Earning | 1.96 X | |||
| Price To Book | 0.28 X | |||
| Price To Sales | 2.06 X | |||
| Revenue | 27.55 M | |||
| Book Value Per Share | 82.73 X | |||
| Cash Flow From Operations | 23.36 M | |||
| Earnings Per Share | 11.98 X | |||
About XP Corporate Performance
By analyzing XP Corporate's fundamental ratios, stakeholders can gain valuable insights into XP Corporate's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if XP Corporate 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 XP Corporate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
XPCM - XP Corporate Real Estate Investment Fund Macae FII specializes in real estate investments. FII XP operates under REITDiversified classification in Brazil and is traded on Sao Paolo Stock Exchange.Things to note about XP Corporate Maca performance evaluation
Checking the ongoing alerts about XP Corporate for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for XP Corporate Maca help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| XP Corporate Maca generated a negative expected return over the last 90 days |
- Analyzing XP Corporate'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 XP Corporate's stock is overvalued or undervalued compared to its peers.
- Examining XP Corporate'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 XP Corporate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of XP Corporate's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of XP Corporate's fund. These opinions can provide insight into XP Corporate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in XPCM11 Fund
XP Corporate financial ratios help investors to determine whether XPCM11 Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in XPCM11 with respect to the benefits of owning XP Corporate security.
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