Grupo Herdez (Mexico) Buy Hold or Sell Recommendation

HERDEZ Stock  MXN 43.66  0.93  2.09%   
Assuming the 90 days trading horizon and your highly speculative risk level, our recommendation regarding Grupo Herdez SAB is 'Strong Buy'. Macroaxis provides Grupo Herdez buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HERDEZ positions. The advice algorithm takes into account all of Grupo Herdez's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
44.65
Hype Value
43.66
Market Value
43.66
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Grupo Herdez SAB given historical horizon and risk tolerance towards Grupo Herdez. When Macroaxis issues a 'buy' or 'sell' recommendation for Grupo Herdez SAB, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Grupo Herdez Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Grupo and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Grupo Herdez SAB. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in income.

Execute Grupo Herdez Buy or Sell Advice

The Grupo recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Grupo Herdez SAB. Macroaxis does not own or have any residual interests in Grupo Herdez SAB or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Grupo Herdez's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Grupo HerdezBuy Grupo Herdez
Strong Buy

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails

Reporting Quality (M-Score)

InapplicableDetails
For the selected time horizon Grupo Herdez SAB has a Risk Adjusted Performance of 0.0087, Jensen Alpha of (0.08), Total Risk Alpha of (0.31), Sortino Ratio of (0.1) and Treynor Ratio of (0)
Grupo Herdez SAB investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Grupo Herdez SAB is not overpriced, please check out all Grupo Herdez fundamentals, including its total debt, target price, and the relationship between the net income and book value per share .

Grupo Herdez Trading Alerts and Improvement Suggestions

Grupo Herdez SAB generated a negative expected return over the last 90 days
About 56.0% of the company shares are held by company insiders

Grupo Herdez Returns Distribution Density

The distribution of Grupo Herdez's historical returns is an attempt to chart the uncertainty of Grupo Herdez's future price movements. The chart of the probability distribution of Grupo Herdez stock daily returns describes the distribution of returns around its average expected value. We use Grupo Herdez SAB price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Grupo Herdez returns is essential to provide solid investment advice for Grupo Herdez.
Mean Return
0.01
Value At Risk
-1.99
Potential Upside
2.36
Standard Deviation
1.43
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Grupo Herdez historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Grupo Herdez Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Grupo Herdez or Food Products sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Grupo Herdez's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Grupo stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.08
β
Beta against NYSE Composite0.61
σ
Overall volatility
1.35
Ir
Information ratio -0.1

Grupo Herdez Volatility Alert

Grupo Herdez SAB has relatively low volatility with skewness of 0.59 and kurtosis of 0.11. However, we advise all investors to independently investigate Grupo Herdez SAB to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Grupo Herdez's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Grupo Herdez's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Grupo Herdez Fundamentals Vs Peers

Comparing Grupo Herdez's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Grupo Herdez's direct or indirect competition across all of the common fundamentals between Grupo Herdez and the related equities. This way, we can detect undervalued stocks with similar characteristics as Grupo Herdez or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Grupo Herdez's fundamental indicators could also be used in its relative valuation, which is a method of valuing Grupo Herdez by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Grupo Herdez to competition
FundamentalsGrupo HerdezPeer Average
Return On Equity0.12-0.31
Return On Asset0.0608-0.14
Profit Margin0.02 %(1.27) %
Operating Margin0.12 %(5.51) %
Current Valuation22.09 B16.62 B
Shares Outstanding335.49 M571.82 M
Shares Owned By Insiders56.38 %10.09 %
Shares Owned By Institutions10.43 %39.21 %
Price To Earning19.57 X28.72 X
Price To Book2.19 X9.51 X
Price To Sales0.45 X11.42 X
Revenue26.15 B9.43 B
Gross Profit9.65 B27.38 B
EBITDA4.89 B3.9 B
Net Income725.73 M570.98 M
Cash And Equivalents5.13 B2.7 B
Cash Per Share15.30 X5.01 X
Total Debt9.22 B5.32 B
Debt To Equity0.80 %48.70 %
Current Ratio1.95 X2.16 X
Book Value Per Share19.19 X1.93 K
Cash Flow From Operations1.31 B971.22 M
Earnings Per Share2.01 X3.12 X
Target Price49.5
Number Of Employees10.72 K18.84 K
Beta0.34-0.15
Market Capitalization15.34 B19.03 B
Total Asset35.97 B29.47 B
Z Score0.68.72
Annual Yield0.01 %
Five Year Return2.64 %
Net Asset35.97 B
Last Dividend Paid1.2

Grupo Herdez Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Grupo . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Grupo Herdez Buy or Sell Advice

When is the right time to buy or sell Grupo Herdez SAB? Buying financial instruments such as Grupo Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Grupo Herdez 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 Furniture Thematic Idea Now

Furniture
Furniture Theme
Companies producing and selling home and office furniture. The Furniture theme has 38 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 Furniture Theme or any other thematic opportunities.
View All  Next Launch
Check out Grupo Herdez Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Grupo Herdez SAB information on this page should be used as a complementary analysis to other Grupo Herdez's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.

Complementary Tools for Grupo Stock analysis

When running Grupo Herdez's price analysis, check to measure Grupo Herdez'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 Grupo Herdez is operating at the current time. Most of Grupo Herdez's value examination focuses on studying past and present price action to predict the probability of Grupo Herdez's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Grupo Herdez's price. Additionally, you may evaluate how the addition of Grupo Herdez to your portfolios can decrease your overall portfolio volatility.
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Please note, there is a significant difference between Grupo Herdez's value and its price as these two are different measures arrived at by different means. Investors typically determine if Grupo Herdez is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Grupo Herdez's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.