Bank Leumi (Israel) Performance
| LUMI Stock | ILS 2,909 27.00 0.92% |
Bank Leumi has a performance score of 7 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0999, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Bank Leumi are expected to decrease at a much lower rate. During the bear market, Bank Leumi is likely to outperform the market. Bank Leumi Le right now shows a risk of 1.92%. Please confirm Bank Leumi Le value at risk, skewness, and the relationship between the maximum drawdown and potential upside , to decide if Bank Leumi Le will be following its price patterns.
Risk-Adjusted Performance
7 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Bank Leumi Le Israel are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Bank Leumi may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
| Begin Period Cash Flow | 132.6 B | |
| Total Cashflows From Investing Activities | -43.3 B |
Bank |
Bank Leumi Relative Risk vs. Return Landscape
If you would invest 267,915 in Bank Leumi Le Israel on January 25, 2024 and sell it today you would earn a total of 22,985 from holding Bank Leumi Le Israel or generate 8.58% return on investment over 90 days. Bank Leumi Le Israel is generating 0.1859% of daily returns and assumes 1.9209% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Bank, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Bank Leumi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bank Leumi's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bank Leumi Le Israel, and traders can use it to determine the average amount a Bank Leumi'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 = 0.0968
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Estimated Market Risk
| 1.92 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Bank Leumi is performing at about 7% 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 Bank Leumi by adding it to a well-diversified portfolio.
Bank Leumi Fundamentals Growth
Bank Stock prices reflect investors' perceptions of the future prospects and financial health of Bank Leumi, and Bank Leumi 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 Bank Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0104 | |||
| Profit Margin | 0.41 % | |||
| Operating Margin | 0.58 % | |||
| Current Valuation | (111.82 B) | |||
| Shares Outstanding | 1.47 B | |||
| Price To Book | 0.92 X | |||
| Price To Sales | 2.63 X | |||
| Revenue | 15.49 B | |||
| Cash And Equivalents | 93.51 B | |||
| Cash Per Share | 62.60 X | |||
| Total Debt | 31.13 B | |||
| Book Value Per Share | 32.64 X | |||
| Cash Flow From Operations | 5.2 B | |||
| Earnings Per Share | 4.63 X | |||
| Total Asset | 656.45 B | |||
| Retained Earnings | 22.44 B | |||
| Current Asset | 80.2 B | |||
| Current Liabilities | 350.44 B | |||
About Bank Leumi Performance
To evaluate Bank Leumi Le 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 Bank Leumi 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 Bank 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 Bank Leumi Le market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Bank'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.Bank Leumi le-Israel B.M., together with its subsidiaries, provides banking and financial services in Israel and internationally. The company was founded in 1902 and is headquartered in Tel Aviv, Israel. BK LEUMI operates under Banks - Regional - Asia classification in Israel and is traded on Tel Aviv Stock Exchange. It employs 9740 people.Things to note about Bank Leumi Le performance evaluation
Checking the ongoing alerts about Bank Leumi for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bank Leumi Le help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bank Leumi Le has high likelihood to experience some financial distress in the next 2 years |
- Analyzing Bank Leumi'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 Bank Leumi's stock is overvalued or undervalued compared to its peers.
- Examining Bank Leumi'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 Bank Leumi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bank Leumi's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bank Leumi's stock. These opinions can provide insight into Bank Leumi's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Bank Leumi Le Israel. 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Complementary Tools for Bank Stock analysis
When running Bank Leumi's price analysis, check to measure Bank Leumi'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 Bank Leumi is operating at the current time. Most of Bank Leumi's value examination focuses on studying past and present price action to predict the probability of Bank Leumi's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bank Leumi's price. Additionally, you may evaluate how the addition of Bank Leumi to your portfolios can decrease your overall portfolio volatility.
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