Charles Colvard (Germany) Performance
| CDR Stock | EUR 0.29 0.02 7.41% |
The firm shows a Beta (market volatility) of -0.0288, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Charles Colvard are expected to decrease at a much lower rate. During the bear market, Charles Colvard is likely to outperform the market. Charles Colvard has an expected return of -0.3%. Please make sure to confirm Charles Colvard mean deviation, information ratio, potential upside, as well as the relationship between the standard deviation and total risk alpha , to decide if Charles Colvard 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 Charles Colvard has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in May 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 21.4 M | |
| Total Cashflows From Investing Activities | -1.6 M |
Charles |
Charles Colvard Relative Risk vs. Return Landscape
If you would invest 38.00 in Charles Colvard on January 24, 2024 and sell it today you would lose (9.00) from holding Charles Colvard or give up 23.68% of portfolio value over 90 days. Charles Colvard is currently producing negative expected returns and takes up 5.1596% volatility of returns over 90 trading days. Put another way, 45% of traded stocks are less volatile than Charles, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Charles Colvard Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Colvard's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Charles Colvard, and traders can use it to determine the average amount a Charles Colvard'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 = -0.0589
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| Negative Returns | CDR |
Estimated Market Risk
| 5.16 actual daily | 45 55% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Charles Colvard 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 Charles Colvard by adding Charles Colvard to a well-diversified portfolio.
Charles Colvard Fundamentals Growth
Charles Stock prices reflect investors' perceptions of the future prospects and financial health of Charles Colvard, and Charles Colvard 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 Charles Stock performance.
| Return On Equity | -0.0268 | |||
| Return On Asset | -0.0174 | |||
| Profit Margin | (0.04) % | |||
| Operating Margin | (0.05) % | |||
| Current Valuation | 17.81 M | |||
| Shares Outstanding | 30.52 M | |||
| Price To Earning | (4.54) X | |||
| Price To Book | 0.46 X | |||
| Price To Sales | 0.60 X | |||
| Revenue | 43.09 M | |||
| EBITDA | 3.37 M | |||
| Cash And Equivalents | 4.02 M | |||
| Cash Per Share | 0.19 X | |||
| Book Value Per Share | 1.88 X | |||
| Cash Flow From Operations | 572.55 K | |||
| Earnings Per Share | (0.05) X | |||
| Total Asset | 69.21 M | |||
About Charles Colvard Performance
To evaluate Charles Colvard Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Charles Colvard generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Charles Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Charles Colvard market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Charles's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Charles Colvard, Ltd. manufactures, markets, and distributes moissanite jewels and finished jewelry featuring moissanite worldwide. Charles Colvard, Ltd. was founded in 1995 and is based in Morrisville, North Carolina. CHARLES COLVARD operates under Luxury Goods classification in Germany and is traded on Frankfurt Stock Exchange. It employs 59 people.Things to note about Charles Colvard performance evaluation
Checking the ongoing alerts about Charles Colvard for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Colvard help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Charles Colvard generated a negative expected return over the last 90 days | |
| Charles Colvard has high historical volatility and very poor performance | |
| Charles Colvard has some characteristics of a very speculative penny stock | |
| Charles Colvard has high likelihood to experience some financial distress in the next 2 years | |
| About 17.0% of the company shares are held by company insiders |
- Analyzing Charles Colvard'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 Charles Colvard's stock is overvalued or undervalued compared to its peers.
- Examining Charles Colvard'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 Charles Colvard's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charles Colvard's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charles Colvard's stock. These opinions can provide insight into Charles Colvard's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Charles Colvard. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. For more detail on how to invest in Charles Stock please use our How to Invest in Charles Colvard guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for Charles Stock analysis
When running Charles Colvard's price analysis, check to measure Charles Colvard'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 Charles Colvard is operating at the current time. Most of Charles Colvard's value examination focuses on studying past and present price action to predict the probability of Charles Colvard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Colvard's price. Additionally, you may evaluate how the addition of Charles Colvard to your portfolios can decrease your overall portfolio volatility.
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