Fidere Patrimonio (Spain) Performance
| YFID Stock | EUR 30.60 0.00 0.00% |
The firm shows a Beta (market volatility) of -0.63, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Fidere Patrimonio are expected to decrease at a much lower rate. During the bear market, Fidere Patrimonio is likely to outperform the market. At this point, Fidere Patrimonio SOCIMI has a negative expected return of -0.42%. Please make sure to confirm Fidere Patrimonio's variance, treynor ratio, skewness, as well as the relationship between the information ratio and maximum drawdown , to decide if Fidere Patrimonio SOCIMI 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 Fidere Patrimonio SOCIMI has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's fundamental indicators remain rather sound which may send shares a bit higher in December 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
| Begin Period Cash Flow | 36.2 M | |
| Total Cashflows From Investing Activities | -5.3 M |
Fidere |
Fidere Patrimonio Relative Risk vs. Return Landscape
If you would invest 4,200 in Fidere Patrimonio SOCIMI on September 1, 2024 and sell it today you would lose (1,140) from holding Fidere Patrimonio SOCIMI or give up 27.14% of portfolio value over 90 days. Fidere Patrimonio SOCIMI is generating negative expected returns and assumes 3.3667% volatility on return distribution over the 90 days horizon. Simply put, 29% of stocks are less volatile than Fidere, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fidere Patrimonio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidere Patrimonio's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fidere Patrimonio SOCIMI, and traders can use it to determine the average amount a Fidere Patrimonio'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 = -0.124
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| Negative Returns | YFID |
Estimated Market Risk
| 3.37 actual daily | 30 70% of assets are more volatile |
Expected Return
| -0.42 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidere Patrimonio 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 Fidere Patrimonio by adding Fidere Patrimonio to a well-diversified portfolio.
Fidere Patrimonio Fundamentals Growth
Fidere Stock prices reflect investors' perceptions of the future prospects and financial health of Fidere Patrimonio, and Fidere Patrimonio 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 Fidere Stock performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0176 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.48 % | |||
| Current Valuation | 930.01 M | |||
| Shares Outstanding | 10.07 M | |||
| Price To Earning | 22.76 X | |||
| Price To Book | 11.76 X | |||
| Price To Sales | 10.16 X | |||
| Revenue | 40.24 M | |||
| EBITDA | 33.44 M | |||
| Cash And Equivalents | 28.91 M | |||
| Cash Per Share | 2.87 X | |||
| Total Debt | 516.8 M | |||
| Book Value Per Share | 3.57 X | |||
| Cash Flow From Operations | 16.38 M | |||
| Earnings Per Share | 0.57 X | |||
| Total Asset | 683.75 M | |||
About Fidere Patrimonio Performance
By analyzing Fidere Patrimonio's fundamental ratios, stakeholders can gain valuable insights into Fidere Patrimonio's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fidere Patrimonio 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 Fidere Patrimonio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Fidere Patrimonio Socimi, S.A. operates as a real estate investment trust that engages in the acquisition and promotion of urban real estate for leasing. Fidere Patrimonio Socimi S.A. was founded in 2012 and is headquartered in Madrid, Spain. Fidere Patrimonio is traded on Madrid SE C.A.T.S. in Spain.Things to note about Fidere Patrimonio SOCIMI performance evaluation
Checking the ongoing alerts about Fidere Patrimonio for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fidere Patrimonio SOCIMI help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidere Patrimonio generated a negative expected return over the last 90 days | |
| Fidere Patrimonio has high historical volatility and very poor performance | |
| Fidere Patrimonio SOCIMI has accumulated 516.8 M in total debt. Fidere Patrimonio SOCIMI has a current ratio of 0.56, 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 Fidere Patrimonio until it has trouble settling it off, either with new capital or with free cash flow. So, Fidere Patrimonio'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 Fidere Patrimonio SOCIMI sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Fidere to invest in growth at high rates of return. When we think about Fidere Patrimonio's use of debt, we should always consider it together with cash and equity. | |
| About 99.0% of the company outstanding shares are owned by insiders |
- Analyzing Fidere Patrimonio'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 Fidere Patrimonio's stock is overvalued or undervalued compared to its peers.
- Examining Fidere Patrimonio'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 Fidere Patrimonio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidere Patrimonio's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fidere Patrimonio's stock. These opinions can provide insight into Fidere Patrimonio's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Fidere Stock analysis
When running Fidere Patrimonio's price analysis, check to measure Fidere Patrimonio'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 Fidere Patrimonio is operating at the current time. Most of Fidere Patrimonio's value examination focuses on studying past and present price action to predict the probability of Fidere Patrimonio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidere Patrimonio's price. Additionally, you may evaluate how the addition of Fidere Patrimonio to your portfolios can decrease your overall portfolio volatility.
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