Wharf Holdings Stock Performance
| WARFY Stock | USD 6.19 0.09 1.43% |
Wharf Holdings has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wharf Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wharf Holdings is expected to be smaller as well. Wharf Holdings right now maintains a risk of 2.56%. Please check out Wharf Holdings total risk alpha, as well as the relationship between the downside variance and rate of daily change , to decide if Wharf Holdings will be following its historical returns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wharf Holdings are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wharf Holdings may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
| Begin Period Cash Flow | 16.7 B | |
| Total Cashflows From Investing Activities | 11.3 B |
Wharf |
Wharf Holdings Relative Risk vs. Return Landscape
If you would invest 574.00 in Wharf Holdings on January 20, 2024 and sell it today you would earn a total of 45.00 from holding Wharf Holdings or generate 7.84% return on investment over 90 days. Wharf Holdings is currently producing 0.1523% returns and takes up 2.5641% volatility of returns over 90 trading days. Put another way, 22% of traded pink sheets are less volatile than Wharf, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wharf Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wharf Holdings' investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Wharf Holdings, and traders can use it to determine the average amount a Wharf Holdings' 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 = 0.0594
| Best Portfolio | Best Equity | |||
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| Small Returns | WARFY | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.56 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Wharf Holdings 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 Wharf Holdings by adding it to a well-diversified portfolio.
Wharf Holdings Fundamentals Growth
Wharf Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Wharf Holdings, and Wharf Holdings 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 Wharf Pink Sheet performance.
| Return On Equity | 0.0323 | |||
| Return On Asset | 0.0185 | |||
| Profit Margin | 0.28 % | |||
| Operating Margin | 0.42 % | |||
| Current Valuation | 10.77 B | |||
| Shares Outstanding | 1.53 B | |||
| Price To Earning | 16.64 X | |||
| Price To Book | 0.46 X | |||
| Price To Sales | 0.54 X | |||
| Revenue | 22.38 B | |||
| EBITDA | 10.31 B | |||
| Cash And Equivalents | 18.4 B | |||
| Cash Per Share | 12.05 X | |||
| Total Debt | 33.08 B | |||
| Debt To Equity | 0.18 % | |||
| Book Value Per Share | 103.16 X | |||
| Cash Flow From Operations | 2.55 B | |||
| Earnings Per Share | 0.42 X | |||
| Total Asset | 253.7 B | |||
| Retained Earnings | 279.75 B | |||
| Current Asset | 56.99 B | |||
| Current Liabilities | 58.18 B | |||
About Wharf Holdings Performance
To evaluate Wharf Holdings Pink Sheet as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Wharf Holdings 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 Wharf Pink Sheet'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 Wharf Holdings market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Wharf'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.Founded in 1886 with Hong Kong as its base, The Wharf Limited is the 17th company incorporated in Hong Kong and a premier company with a long history. With the flagship school improvement programme Project Wecan growing from strength to strength, the Group supports a series of BIC initiatives including Wu Zhi Qiao Charitable Foundation, Shanghai International Tower-running Grand Prix and Operation Panda with an aim of promoting BIC and to bring benefits to different segments of society. Wharf Hlds operates under Real EstateDevelopment classification in the United States and is traded on OTC Exchange. It employs 6100 people.Things to note about Wharf Holdings performance evaluation
Checking the ongoing alerts about Wharf Holdings for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Wharf Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wharf Holdings' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wharf Holdings' pink sheet performance include:- Analyzing Wharf Holdings' 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 Wharf Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Wharf Holdings' 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 Wharf Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wharf Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wharf Holdings' pink sheet. These opinions can provide insight into Wharf Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wharf Holdings. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Wharf Holdings information on this page should be used as a complementary analysis to other Wharf Holdings' 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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Complementary Tools for Wharf Pink Sheet analysis
When running Wharf Holdings' price analysis, check to measure Wharf Holdings' 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 Wharf Holdings is operating at the current time. Most of Wharf Holdings' value examination focuses on studying past and present price action to predict the probability of Wharf Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wharf Holdings' price. Additionally, you may evaluate how the addition of Wharf Holdings to your portfolios can decrease your overall portfolio volatility.
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