Alfa Laval Ab Stock Five Year Return
| ALFA Stock | SEK 489.00 4.00 0.81% |
Alfa Laval AB fundamentals help investors to digest information that contributes to Alfa Laval's financial success or failures. It also enables traders to predict the movement of Alfa Stock. The fundamental analysis module provides a way to measure Alfa Laval's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Alfa Laval stock.
Alfa |
Alfa Laval AB Company Five Year Return Analysis
Alfa Laval's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Alfa Laval Five Year Return | 2.47 % |
Most of Alfa Laval's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Alfa Laval AB is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Alfa Laval AB has a Five Year Return of 2.47%. This is much higher than that of the Machinery sector and significantly higher than that of the Industrials industry. The five year return for all Sweden stocks is notably lower than that of the firm.
Alfa Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Alfa Laval's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Alfa Laval could also be used in its relative valuation, which is a method of valuing Alfa Laval by comparing valuation metrics of similar companies.Alfa Laval is currently under evaluation in five year return category among related companies.
Alfa Fundamentals
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0587 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 140.07 B | |||
| Shares Outstanding | 413.33 M | |||
| Shares Owned By Insiders | 29.59 % | |||
| Shares Owned By Institutions | 44.61 % | |||
| Price To Earning | 15.43 X | |||
| Price To Book | 3.77 X | |||
| Price To Sales | 2.68 X | |||
| Revenue | 52.13 B | |||
| Gross Profit | 17.65 B | |||
| EBITDA | 9.23 B | |||
| Net Income | 6.52 B | |||
| Cash And Equivalents | 4.35 B | |||
| Cash Per Share | 14.34 X | |||
| Total Debt | 14.91 B | |||
| Debt To Equity | 60.70 % | |||
| Current Ratio | 1.18 X | |||
| Book Value Per Share | 85.60 X | |||
| Cash Flow From Operations | 3.29 B | |||
| Earnings Per Share | 11.18 X | |||
| Price To Earnings To Growth | 2.34 X | |||
| Target Price | 335.81 | |||
| Number Of Employees | 20.3 K | |||
| Beta | 1.24 | |||
| Market Capitalization | 145.62 B | |||
| Total Asset | 81.25 B | |||
| Working Capital | 4.23 B | |||
| Current Asset | 19.07 B | |||
| Current Liabilities | 14.84 B | |||
| Z Score | 5.4 | |||
| Annual Yield | 0.02 % | |||
| Five Year Return | 2.47 % | |||
| Net Asset | 81.25 B | |||
| Last Dividend Paid | 6.0 |
About Alfa Laval Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Alfa Laval AB's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Alfa Laval using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Alfa Laval AB based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Alfa Laval
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Alfa Laval position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Alfa Laval will appreciate offsetting losses from the drop in the long position's value.Moving together with Alfa Stock
| 0.77 | ERIC-A | Telefonaktiebolaget | PairCorr |
Moving against Alfa Stock
| 0.73 | ARION-SDB | Arion banki hf | PairCorr |
| 0.41 | VOLCAR-B | Volvo Car AB | PairCorr |
The ability to find closely correlated positions to Alfa Laval could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Alfa Laval when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Alfa Laval - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Alfa Laval AB to buy it.
The correlation of Alfa Laval is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Alfa Laval moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Alfa Laval AB moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Alfa Laval can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Alfa Laval AB. 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Complementary Tools for Alfa Stock analysis
When running Alfa Laval's price analysis, check to measure Alfa Laval'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 Alfa Laval is operating at the current time. Most of Alfa Laval's value examination focuses on studying past and present price action to predict the probability of Alfa Laval's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Alfa Laval's price. Additionally, you may evaluate how the addition of Alfa Laval to your portfolios can decrease your overall portfolio volatility.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |