Barnes Performance

B -- USA Stock  

Fiscal Quarter End: December 31, 2019  

On a scale of 0 to 100 Barnes holds performance score of 12. The firm shows Beta (market volatility) of 1.7413 which signifies that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Barnes will likely underperform. Although it is vital to follow to Barnes Group historical returns, it is good to be conservative about what you can actually do with the information regarding equity current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Barnes Group technical indicators you can presently evaluate if the expected return of 0.4381% will be sustainable into the future. Please makes use of Barnes Group Total Risk Alpha, Value At Risk, Expected Short fall, as well as the relationship between Treynor Ratio and Downside Variance to make a quick decision on weather Barnes price patterns will revert.
1212

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Barnes Group are ranked lower than 12 (%) of all global equities and portfolios over the last 30 days. Despite somewhat weak basic indicators, Barnes sustained solid returns over the last few months and may actually be approaching a breakup point.
Quick Ratio1.36
Fifty Two Week Low42.39
Target High Price69.00
Payout Ratio21.19%
Fifty Two Week High62.20
Target Low Price49.00
Trailing Annual Dividend Yield1.06%
Horizon     30 Days    Login   to change

Barnes Group Relative Risk vs. Return Landscape

If you would invest  4,537  in Barnes Group on October 19, 2019 and sell it today you would earn a total of  1,382  from holding Barnes Group or generate 30.46% return on investment over 30 days. Barnes Group is generating 0.4381% of daily returns and assumes 2.4316% volatility on return distribution over the 30 days horizon. Put is differently, 21% of equities are less volatile than the company and over 92% of traded equities are expected to make higher returns on investment over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Taking into account the 30 trading days horizon, Barnes is expected to generate 3.4 times more return on investment than the market. However, the company is 3.4 times more volatile than its market benchmark. It trades about 0.18 of its potential returns per unit of risk. The DOW is currently generating roughly 0.17 per unit of risk.

Barnes Market Risk Analysis

Sharpe Ratio = 0.1802
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Barnes Relative Performance Indicators

Estimated Market Risk
 2.43
  actual daily
 
 21 %
of total potential
 
2121
Expected Return
 0.44
  actual daily
 
 8 %
of total potential
 
88
Risk-Adjusted Return
 0.18
  actual daily
 
 12 %
of total potential
 
1212
Based on monthly moving average Barnes is performing at about 12% 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 Barnes by adding it to a well-diversified portfolio.

Barnes Alerts

Equity Alerts and Improvement Suggestions

Barnes Group has accumulated $909.9 Million in debt which can lead to volatile earnings
Over 87.0% of the company shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Barnes exotic insider transaction detected

Barnes Dividends

Barnes Group Dividends Analysis

Check Barnes Group dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Check also Trending Equities. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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