BTG Pactual Beta vs. Price To Book
| BTLG11 Fund | BRL 95.00 1.12 1.17% |
For BTG Pactual profitability analysis, we use financial ratios and fundamental drivers that measure the ability of BTG Pactual to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well BTG Pactual Logstica utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between BTG Pactual's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of BTG Pactual Logstica over time as well as its relative position and ranking within its peers.
BTG |
BTG Pactual Logstica Price To Book vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining BTG Pactual's current stock value. Our valuation model uses many indicators to compare BTG Pactual value to that of its competitors to determine the firm's financial worth. BTG Pactual Logstica is rated below average in beta among similar funds. It is rated below average in price to book among similar funds fabricating about 1.66 of Price To Book per Beta. Comparative valuation analysis is a catch-all model that can be used if you cannot value BTG Pactual by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for BTG Pactual's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.BTG Price To Book vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
BTG Pactual |
| = | 0.65 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
BTG Pactual |
| = | 1.08 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
BTG Price To Book Comparison
BTG Pactual is rated below average in price to book among similar funds.
Beta Analysis
As returns on the market increase, BTG Pactual's returns are expected to increase less than the market. However, during the bear market, the loss of holding BTG Pactual is expected to be smaller as well.
BTG Pactual Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in BTG Pactual, profitability is also one of the essential criteria for including it into their portfolios because, without profit, BTG Pactual will eventually generate negative long term returns. The profitability progress is the general direction of BTG Pactual's change in net profit over the period of time. It can combine multiple indicators of BTG Pactual, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
BTG Pactual Logstica Fundo de Investimento Imobilirio specializes in real estate investing. FII BTLG operates under REITIndustrial classification in Brazil and is traded on Sao Paolo Stock Exchange.
BTG Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on BTG Pactual. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of BTG Pactual position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the BTG Pactual's important profitability drivers and their relationship over time.
Use BTG Pactual in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BTG Pactual position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BTG Pactual will appreciate offsetting losses from the drop in the long position's value.BTG Pactual Pair Trading
BTG Pactual Logstica Pair Trading Analysis
The ability to find closely correlated positions to BTG Pactual could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BTG Pactual when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BTG Pactual - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BTG Pactual Logstica to buy it.
The correlation of BTG Pactual is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BTG Pactual moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BTG Pactual Logstica moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BTG Pactual can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your BTG Pactual position
In addition to having BTG Pactual in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
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Other Information on Investing in BTG Fund
To fully project BTG Pactual's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of BTG Pactual Logstica at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include BTG Pactual's income statement, its balance sheet, and the statement of cash flows.
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