Lodzia (Israel) Performance

LODZ Stock  ILS 2,590  29.00  1.13%   
Lodzia has a performance score of 12 on a scale of 0 to 100. The company secures a Beta (Market Risk) of -0.0433, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lodzia are expected to decrease at a much lower rate. During the bear market, Lodzia is likely to outperform the market. Lodzia right now secures a risk of 1.25%. Please verify Lodzia coefficient of variation, jensen alpha, and the relationship between the downside deviation and information ratio , to decide if Lodzia will be following its current price movements.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Lodzia are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Lodzia may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more
Total Cashflows From Investing Activities-20.5 M
  

Lodzia Relative Risk vs. Return Landscape

If you would invest  236,400  in Lodzia on December 30, 2023 and sell it today you would earn a total of  22,600  from holding Lodzia or generate 9.56% return on investment over 90 days. Lodzia is generating 0.1941% of daily returns and assumes 1.2521% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Lodzia, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Lodzia is expected to generate 2.19 times more return on investment than the market. However, the company is 2.19 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

Lodzia Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lodzia's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lodzia, and traders can use it to determine the average amount a Lodzia'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 = 0.155

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Estimated Market Risk

 1.25
  actual daily
11
89% of assets are more volatile

Expected Return

 0.19
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Lodzia 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 Lodzia by adding it to a well-diversified portfolio.

Lodzia Fundamentals Growth

Lodzia Stock prices reflect investors' perceptions of the future prospects and financial health of Lodzia, and Lodzia 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 Lodzia Stock performance.

About Lodzia Performance

To evaluate Lodzia 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 Lodzia 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 Lodzia 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 Lodzia market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lodzia'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.
Lodzia Rotex Investment Ltd. develops, leases, and manages real estate properties in Israel. Lodzia Rotex Investment Ltd. was incorporated in 1924 and is headquartered in Tel Aviv, Israel. LODZIA ROTEX is traded on Tel Aviv Stock Exchange in Israel.

Things to note about Lodzia performance evaluation

Checking the ongoing alerts about Lodzia for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lodzia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
About 79.0% of the company outstanding shares are owned by corporate insiders
Evaluating Lodzia's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lodzia's stock performance include:
  • Analyzing Lodzia'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 Lodzia's stock is overvalued or undervalued compared to its peers.
  • Examining Lodzia'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 Lodzia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lodzia's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Lodzia's stock. These opinions can provide insight into Lodzia's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lodzia's stock performance is not an exact science, and many factors can impact Lodzia's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lodzia. 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.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Lodzia's price analysis, check to measure Lodzia'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 Lodzia is operating at the current time. Most of Lodzia's value examination focuses on studying past and present price action to predict the probability of Lodzia's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lodzia's price. Additionally, you may evaluate how the addition of Lodzia to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Lodzia's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lodzia is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lodzia'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.