Endesa SA (Spain) Performance
| ELE Stock | EUR 17.42 0.13 0.74% |
The firm shows a Beta (market volatility) of -0.0073, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Endesa SA are expected to decrease at a much lower rate. During the bear market, Endesa SA is likely to outperform the market. Endesa SA has an expected return of -0.1%. Please make sure to confirm Endesa SA coefficient of variation, treynor ratio, skewness, as well as the relationship between the jensen alpha and value at risk , to decide if Endesa SA 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 Endesa SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
| Begin Period Cash Flow | 403 M | |
| Total Cashflows From Investing Activities | -3.1 B |
Endesa |
Endesa SA Relative Risk vs. Return Landscape
If you would invest 1,870 in Endesa SA on January 24, 2024 and sell it today you would lose (128.00) from holding Endesa SA or give up 6.84% of portfolio value over 90 days. Endesa SA is producing return of less than zero assuming 1.4567% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Endesa SA, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Endesa SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Endesa SA's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Endesa SA, and traders can use it to determine the average amount a Endesa SA'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 = -0.0713
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| Negative Returns | ELE |
Estimated Market Risk
| 1.46 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Endesa SA 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 Endesa SA by adding Endesa SA to a well-diversified portfolio.
Endesa SA Fundamentals Growth
Endesa Stock prices reflect investors' perceptions of the future prospects and financial health of Endesa SA, and Endesa SA 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 Endesa Stock performance.
| Return On Equity | 0.38 | |||
| Return On Asset | 0.0318 | |||
| Profit Margin | 0.05 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 29.53 B | |||
| Shares Outstanding | 1.06 B | |||
| Price To Earning | 19.39 X | |||
| Price To Book | 4.64 X | |||
| Price To Sales | 0.60 X | |||
| Revenue | 20.52 B | |||
| EBITDA | 4.36 B | |||
| Cash And Equivalents | 229 M | |||
| Cash Per Share | 0.22 X | |||
| Total Debt | 6.35 B | |||
| Debt To Equity | 1.19 % | |||
| Book Value Per Share | 1.66 X | |||
| Cash Flow From Operations | 2.62 B | |||
| Earnings Per Share | 1.44 X | |||
| Total Asset | 39.97 B | |||
About Endesa SA Performance
To evaluate Endesa SA 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 Endesa SA 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 Endesa 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 Endesa SA market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Endesa'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.Endesa, S.A. engages in the generation, distribution, and sale of electricity primarily in Spain and Portugal. The company was incorporated in 1944 and is headquartered in Madrid, Spain. ENDESA S operates under UtilitiesRegulated Electric classification in Spain and is traded on Madrid SE C.A.T.S.. It employs 9274 people.Things to note about Endesa SA performance evaluation
Checking the ongoing alerts about Endesa SA for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Endesa SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Endesa SA generated a negative expected return over the last 90 days | |
| The company has accumulated 6.35 B in total debt with debt to equity ratio (D/E) of 1.19, which is about average as compared to similar companies. Endesa SA has a current ratio of 0.73, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Endesa SA until it has trouble settling it off, either with new capital or with free cash flow. So, Endesa SA's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Endesa SA sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Endesa to invest in growth at high rates of return. When we think about Endesa SA's use of debt, we should always consider it together with cash and equity. | |
| About 70.0% of Endesa SA shares are held by company insiders |
- Analyzing Endesa SA'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 Endesa SA's stock is overvalued or undervalued compared to its peers.
- Examining Endesa SA'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 Endesa SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Endesa SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Endesa SA's stock. These opinions can provide insight into Endesa SA's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Endesa SA. 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. Note that the Endesa SA information on this page should be used as a complementary analysis to other Endesa SA'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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Complementary Tools for Endesa Stock analysis
When running Endesa SA's price analysis, check to measure Endesa SA'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 Endesa SA is operating at the current time. Most of Endesa SA's value examination focuses on studying past and present price action to predict the probability of Endesa SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Endesa SA's price. Additionally, you may evaluate how the addition of Endesa SA to your portfolios can decrease your overall portfolio volatility.
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