Zug Estates (Switzerland) Performance
Zug Estates has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of -0.0967, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Zug Estates are expected to decrease at a much lower rate. During the bear market, Zug Estates is likely to outperform the market. Zug Estates Holding right now maintains a risk of 1.12%. Please check out Zug Estates Holding standard deviation, information ratio, treynor ratio, as well as the relationship between the variance and jensen alpha , to decide if Zug Estates Holding will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Zug Estates Holding are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Zug Estates is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 17.2 M | |
| Total Cashflows From Investing Activities | 6.7 M |
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Zug Estates Relative Risk vs. Return Landscape
If you would invest 187,000 in Zug Estates Holding on August 28, 2024 and sell it today you would earn a total of 7,500 from holding Zug Estates Holding or generate 4.01% return on investment over 90 days. Zug Estates Holding is generating 0.0686% of daily returns and assumes 1.1166% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Zug, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Zug Estates Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Zug Estates' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Zug Estates Holding, and traders can use it to determine the average amount a Zug Estates' 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 = 0.0614
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Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Zug Estates is performing at about 4% 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 Zug Estates by adding it to a well-diversified portfolio.
Zug Estates Fundamentals Growth
Zug Stock prices reflect investors' perceptions of the future prospects and financial health of Zug Estates, and Zug Estates 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 Zug Stock performance.
| Return On Equity | 0.0744 | |||
| Return On Asset | 0.0163 | |||
| Profit Margin | 0.95 % | |||
| Operating Margin | 0.58 % | |||
| Current Valuation | 2.15 B | |||
| Shares Outstanding | 460.34 K | |||
| Price To Earning | 31.62 X | |||
| Price To Book | 1.64 X | |||
| Price To Sales | 21.00 X | |||
| Revenue | 71.85 M | |||
| EBITDA | 96.57 M | |||
| Cash And Equivalents | 18.69 M | |||
| Cash Per Share | 33.72 X | |||
| Total Debt | 435.31 M | |||
| Debt To Equity | 0.65 % | |||
| Book Value Per Share | 1,916 X | |||
| Cash Flow From Operations | 48.02 M | |||
| Earnings Per Share | 138.83 X | |||
| Total Asset | 1.66 B | |||
About Zug Estates Performance
Evaluating Zug Estates' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Zug Estates 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 Zug Estates 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.
Zug Estates Holding AG, together with its subsidiaries, conceives, develops, markets, and manages real estate properties in the Zug region, Switzerland. In addition, it operates a city resort consisting of two business hotels, three restaurants, and serviced city apartments for business clients. ZUG ESTATES operates under Diversified Real Estate classification in Switzerland and is traded on Switzerland Exchange. It employs 128 people.Things to note about Zug Estates Holding performance evaluation
Checking the ongoing alerts about Zug Estates for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Zug Estates Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Zug Estates Holding is not yet fully synchronised with the market data | |
| Zug Estates Holding has accumulated 435.31 M in total debt with debt to equity ratio (D/E) of 0.65, which is about average as compared to similar companies. Zug Estates Holding has a current ratio of 0.55, 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 Zug Estates until it has trouble settling it off, either with new capital or with free cash flow. So, Zug Estates' 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 Zug Estates Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Zug to invest in growth at high rates of return. When we think about Zug Estates' use of debt, we should always consider it together with cash and equity. | |
| About 35.0% of Zug Estates outstanding shares are owned by insiders |
- Analyzing Zug Estates' 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 Zug Estates' stock is overvalued or undervalued compared to its peers.
- Examining Zug Estates' 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 Zug Estates' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Zug Estates' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Zug Estates' stock. These opinions can provide insight into Zug Estates' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Zug Stock Analysis
When running Zug Estates' price analysis, check to measure Zug Estates' 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 Zug Estates is operating at the current time. Most of Zug Estates' value examination focuses on studying past and present price action to predict the probability of Zug Estates' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Zug Estates' price. Additionally, you may evaluate how the addition of Zug Estates to your portfolios can decrease your overall portfolio volatility.