Biglari Holdings Stock Five Year Return

BH Stock

USD 201.02 1.29 0.65%

Biglari Holdings fundamentals help investors to digest information that contributes to Biglari Holdings' financial success or failures. It also enables traders to predict the movement of Biglari Stock. The fundamental analysis module provides a way to measure Biglari Holdings' 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 Biglari Holdings stock.

Short Long Term Debt Total Total Assets

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Biglari Holdings Company Five Year Return Analysis

Biglari Holdings' 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.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Biglari Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Biglari Holdings is extremely important. It helps to project a fair market value of Biglari Stock properly, considering its historical fundamentals such as Five Year Return. Since Biglari Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Biglari Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Biglari Holdings' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Treasury Stock	Property Plant Equipment	Short Term Investments	Intangible Assets	Good Will	Current Deferred Revenue	Net Tangible Assets	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Capital Surpluse	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.78	0.64	0.55	0.41	0.91	0.32	0.13	0.84	-0.78	-0.62	0.21	-0.07	0.74	0.63	-0.37	-0.22	-0.16	-0.07	0.12	0.07	0.21	-0.04	0.24	-0.18	0.3
Total Stockholder Equity	0.78		0.26	0.86	0.74	0.55	0.09	0.11	0.66	-0.78	-0.78	0.5	-0.12	0.76	0.78	-0.77	-0.49	-0.55	-0.46	0.14	-0.43	-0.37	-0.46	-0.31	0.17	-0.27
Net Debt	0.64	0.26		0.06	-0.09	0.85	0.33	0.27	0.58	-0.51	-0.23	-0.25	0.06	0.3	0.15	0.05	-0.11	0.29	0.35	0.25	0.4	0.29	0.28	0.51	-0.56	0.28
Retained Earnings	0.55	0.86	0.06		0.87	0.31	-0.13	0.18	0.4	-0.64	-0.87	0.52	-0.15	0.81	0.85	-0.64	-0.77	-0.83	-0.74	0.23	-0.68	-0.55	-0.71	-0.51	0.25	-0.39
Net Receivables	0.41	0.74	-0.09	0.87		0.13	-0.15	0.13	0.26	-0.48	-0.88	0.6	-0.17	0.74	0.88	-0.59	-0.72	-0.82	-0.88	0.17	-0.76	-0.44	-0.71	-0.68	0.34	-0.3
Total Liab	0.91	0.55	0.85	0.31	0.13		0.28	0.09	0.8	-0.66	-0.44	-0.07	-0.12	0.59	0.34	-0.18	-0.14	0.1	0.23	0.07	0.37	0.31	0.25	0.51	-0.33	0.36
Total Current Assets	0.32	0.09	0.33	-0.13	-0.15	0.28		0.08	0.43	-0.57	0.24	0.34	0.85	-0.21	0.08	0.23	0.41	0.3	0.22	-0.03	0.18	0.29	0.22	0.15	-0.1	0.23
Short Term Debt	0.13	0.11	0.27	0.18	0.13	0.09	0.08		-0.14	-0.14	-0.17	-0.03	0.21	0.12	0.36	0.17	-0.1	-0.28	-0.17	0.98	-0.39	0.03	-0.52	-0.03	-0.78	0.08
Accounts Payable	0.84	0.66	0.58	0.4	0.26	0.8	0.43	-0.14		-0.78	-0.42	0.05	0.05	0.52	0.4	-0.23	-0.06	-0.03	0.1	-0.17	0.2	0.23	0.11	0.22	-0.01	0.28
Common Stock	-0.78	-0.78	-0.51	-0.64	-0.48	-0.66	-0.57	-0.14	-0.78		0.52	-0.54	-0.31	-0.51	-0.67	0.41	0.33	0.28	0.26	-0.08	0.21	0.16	0.23	0.15	-0.06	0.1
Treasury Stock	-0.62	-0.78	-0.23	-0.87	-0.88	-0.44	0.24	-0.17	-0.42	0.52		-0.34	0.37	-0.95	-0.87	0.54	0.76	0.71	0.67	-0.24	0.53	0.31	0.59	0.37	-0.11	0.16
Property Plant Equipment	0.21	0.5	-0.25	0.52	0.6	-0.07	0.34	-0.03	0.05	-0.54	-0.34		0.31	0.22	0.58	-0.54	-0.32	-0.45	-0.65	-0.07	-0.57	-0.47	-0.4	-0.61	0.54	-0.44
Short Term Investments	-0.07	-0.12	0.06	-0.15	-0.17	-0.12	0.85	0.21	0.05	-0.31	0.37	0.31		-0.41	-0.02	0.34	0.3	0.12	0.06	0.12	-0.07	0.04	-0.02	-0.07	-0.07	-0.01
Intangible Assets	0.74	0.76	0.3	0.81	0.74	0.59	-0.21	0.12	0.52	-0.51	-0.95	0.22	-0.41		0.8	-0.46	-0.64	-0.61	-0.5	0.18	-0.33	-0.12	-0.45	-0.12	0.03	0.05
Good Will	0.63	0.78	0.15	0.85	0.88	0.34	0.08	0.36	0.4	-0.67	-0.87	0.58	-0.02	0.8		-0.5	-0.65	-0.7	-0.78	0.38	-0.69	-0.25	-0.72	-0.51	0.04	-0.1
Current Deferred Revenue	-0.37	-0.77	0.05	-0.64	-0.59	-0.18	0.23	0.17	-0.23	0.41	0.54	-0.54	0.34	-0.46	-0.5		0.53	0.42	0.48	0.1	0.43	0.63	0.35	0.47	-0.46	0.6
Net Tangible Assets	-0.22	-0.49	-0.11	-0.77	-0.72	-0.14	0.41	-0.1	-0.06	0.33	0.76	-0.32	0.3	-0.64	-0.65	0.53		0.68	0.76	-0.18	0.6	0.57	0.6	0.52	-0.23	0.47
Deferred Long Term Liab	-0.16	-0.55	0.29	-0.83	-0.82	0.1	0.3	-0.28	-0.03	0.28	0.71	-0.45	0.12	-0.61	-0.7	0.42	0.68		0.82	-0.33	0.81	0.55	0.87	0.6	-0.24	0.4
Long Term Investments	-0.07	-0.46	0.35	-0.74	-0.88	0.23	0.22	-0.17	0.1	0.26	0.67	-0.65	0.06	-0.5	-0.78	0.48	0.76	0.82		-0.21	0.9	0.52	0.82	0.84	-0.38	0.4
Short Long Term Debt	0.12	0.14	0.25	0.23	0.17	0.07	-0.03	0.98	-0.17	-0.08	-0.24	-0.07	0.12	0.18	0.38	0.1	-0.18	-0.33	-0.21		-0.44	-0.03	-0.57	-0.06	-0.76	0.03
Long Term Debt Total	0.07	-0.43	0.4	-0.68	-0.76	0.37	0.18	-0.39	0.2	0.21	0.53	-0.57	-0.07	-0.33	-0.69	0.43	0.6	0.81	0.9	-0.44		0.65	0.94	0.89	-0.22	0.55
Capital Surpluse	0.21	-0.37	0.29	-0.55	-0.44	0.31	0.29	0.03	0.23	0.16	0.31	-0.47	0.04	-0.12	-0.25	0.63	0.57	0.55	0.52	-0.03	0.65		0.54	0.69	-0.5	0.98
Cash And Equivalents	-0.04	-0.46	0.28	-0.71	-0.71	0.25	0.22	-0.52	0.11	0.23	0.59	-0.4	-0.02	-0.45	-0.72	0.35	0.6	0.87	0.82	-0.57	0.94	0.54		0.72	-0.02	0.41
Net Invested Capital	0.24	-0.31	0.51	-0.51	-0.68	0.51	0.15	-0.03	0.22	0.15	0.37	-0.61	-0.07	-0.12	-0.51	0.47	0.52	0.6	0.84	-0.06	0.89	0.69	0.72		-0.52	0.64
Net Working Capital	-0.18	0.17	-0.56	0.25	0.34	-0.33	-0.1	-0.78	-0.01	-0.06	-0.11	0.54	-0.07	0.03	0.04	-0.46	-0.23	-0.24	-0.38	-0.76	-0.22	-0.5	-0.02	-0.52		-0.5
Capital Stock	0.3	-0.27	0.28	-0.39	-0.3	0.36	0.23	0.08	0.28	0.1	0.16	-0.44	-0.01	0.05	-0.1	0.6	0.47	0.4	0.4	0.03	0.55	0.98	0.41	0.64	-0.5

Click cells to compare fundamentals

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.

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Biglari Return On Tangible Assets

Return On Tangible Assets

0.0603

As of now, Biglari Holdings' Return On Tangible Assets are decreasing as compared to previous years.

According to the company disclosure, Biglari Holdings has a Five Year Return of 0.0%. This indicator is about the same for the Hotels, Restaurants & Leisure average (which is currently at 0.0) sector and about the same as Consumer Discretionary (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Biglari Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Biglari Holdings' 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 Biglari Holdings could also be used in its relative valuation, which is a method of valuing Biglari Holdings by comparing valuation metrics of similar companies.

Biglari Holdings is currently under evaluation in five year return category among related companies.

Biglari Holdings Current Valuation Drivers

We derive many important indicators used in calculating different scores of Biglari Holdings from analyzing Biglari Holdings' financial statements. These drivers represent accounts that assess Biglari Holdings' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Biglari Holdings' important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	197.7M	197.2M	226.2M	206.8M	238.3M	263.0M
Enterprise Value	394.9M	464.6M	305.2M	311.5M	280.4M	346.9M

Biglari Fundamentals

	Return On Equity	0.0962
	Return On Asset	0.0293
	Profit Margin	0.15 %
	Operating Margin	0.08 %
	Current Valuation	105.25 M
	Shares Outstanding	2.07 M
	Shares Owned By Insiders	0.44 %
	Shares Owned By Institutions	82.58 %
	Number Of Shares Shorted	7.41 K
	Price To Earning	0.58 X
	Price To Book	0.99 X
	Price To Sales	1.60 X
	Revenue	365.32 M
	Gross Profit	152.78 M
	EBITDA	78.35 M
	Net Income	54.95 M
	Cash And Equivalents	37.47 M
	Cash Per Share	180.93 X
	Total Debt	101.24 M
	Debt To Equity	0.23 %
	Current Ratio	1.09 X
	Book Value Per Share	965.74 X
	Cash Flow From Operations	73 M
	Short Ratio	1.91 X
	Earnings Per Share	37.91 X
	Price To Earnings To Growth	(12.63) X
	Target Price	500.0
	Number Of Employees	2.47 K
	Beta	1.55
	Market Capitalization	619.32 M
	Total Asset	859.09 M
	Retained Earnings	631.46 M
	Working Capital	41.45 M
	Current Asset	126.79 M
	Current Liabilities	117.56 M
	Net Asset	859.09 M

About Biglari Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Biglari Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Biglari Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Biglari Holdings 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 Biglari Holdings

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 Biglari Holdings 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 Biglari Holdings will appreciate offsetting losses from the drop in the long position's value.

Moving together with Biglari Stock

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0.85	CMG	Chipotle Mexican Grill Earnings Call Tomorrow	Pair Corr
0.81	DPZ	Dominos Pizza Earnings Call This Week	Pair Corr

Moving against Biglari Stock

0.81	DXLG	Destination XL Group Financial Report 23rd of May 2024	Pair Corr
0.75	JACK	Jack In Financial Report 15th of May 2024	Pair Corr
0.75	PZZA	Papa Johns International Financial Report 2nd of May 2024	Pair Corr
0.69	SBUX	Starbucks Earnings Call This Week	Pair Corr
0.68	BIG	Big Lots Financial Report 24th of May 2024	Pair Corr

The ability to find closely correlated positions to Biglari Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Biglari Holdings 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 Biglari Holdings - 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 Biglari Holdings to buy it.

The correlation of Biglari Holdings 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 Biglari Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Biglari Holdings 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 Biglari Holdings 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.

Pair Correlation Correlation Matching

When determining whether Biglari Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Biglari Holdings' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Biglari Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Biglari Holdings Stock:

How To Invest In Biglari

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Is Biglari Stock a good investment?

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What is Biglari Holdings' Net Worth?

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Largest Hotels, Restaurants & Leisure Companies

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Largest Consumer Services Companies

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Check out Biglari Holdings Piotroski F Score and Biglari Holdings Altman Z Score analysis.

For more detail on how to invest in Biglari Stock please use our How to Invest in Biglari Holdings guide.

Note that the Biglari Holdings information on this page should be used as a complementary analysis to other Biglari Holdings' 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for Biglari Stock analysis

When running Biglari Holdings' price analysis, check to measure Biglari Holdings' 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 Biglari Holdings is operating at the current time. Most of Biglari Holdings' value examination focuses on studying past and present price action to predict the probability of Biglari Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Biglari Holdings' price. Additionally, you may evaluate how the addition of Biglari Holdings to your portfolios can decrease your overall portfolio volatility.

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Is Biglari Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Biglari Holdings. If investors know Biglari will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Biglari Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

3.519

Earnings Share

37.91

Revenue Per Share

1.3 K

Quarterly Revenue Growth

(0.08)

Return On Assets

0.0293

The market value of Biglari Holdings is measured differently than its book value, which is the value of Biglari that is recorded on the company's balance sheet. Investors also form their own opinion of Biglari Holdings' value that differs from its market value or its book value, called intrinsic value, which is Biglari Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Biglari Holdings' market value can be influenced by many factors that don't directly affect Biglari Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Biglari Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Biglari Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Biglari Holdings' 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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Biglari Holdings Stock Five Year Return

Biglari Holdings Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Biglari Five Year Return Driver Correlations

Biglari Return On Tangible Assets

Return On Tangible Assets

0.0603

Biglari Five Year Return Peer Comparison

Biglari Holdings Current Valuation Drivers

Biglari Fundamentals

About Biglari Holdings Fundamental Analysis

Pair Trading with Biglari Holdings

Moving together with Biglari Stock

Moving against Biglari Stock

Complementary Tools for Biglari Stock analysis

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