Biglari Holdings Stock Z Score

BH Stock

USD 200.19 1.77 0.88%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Biglari Holdings Piotroski F Score and Biglari Holdings Valuation analysis.

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

As of now, Biglari Holdings' Capital Lease Obligations is increasing as compared to previous years. The Biglari Holdings' current Net Working Capital is estimated to increase to about 43.5 M, while Capital Surpluse is projected to decrease to under 306.5 M. As of now, Biglari Holdings' Gross Profit is decreasing as compared to previous years. The Biglari Holdings' current Other Operating Expenses is estimated to increase to about 466.8 M, while Depreciation And Amortization is projected to decrease to under 22 M.

Biglari Holdings Company Z Score Analysis

Biglari Holdings' Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Biglari Z Score 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 Z Score. 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

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Biglari Holdings

In accordance with the company's disclosures, Biglari Holdings has a Z Score of 0.0. This is 100.0% lower than that of the Hotels, Restaurants & Leisure sector and 100.0% lower than that of the Consumer Discretionary industry. The z score for all United States stocks is 100.0% higher than that of the company.

Biglari Z Score 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 Z Score 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 z score 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 Holdings Institutional Holders

Institutional Holdings refers to the ownership stake in Biglari Holdings that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Biglari Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Biglari Holdings' value.

		Shares
Prudential Financial Inc	2023-12-31	8.2 K
Arrowstreet Capital Limited Partnership	2023-12-31	7.7 K
Empowered Funds, Llc	2023-12-31	7.7 K
Los Angeles Capital Management Llc	2023-12-31	5.6 K
Morgan Stanley - Brokerage Accounts	2023-12-31	4.5 K
Bank Of New York Mellon Corp	2023-12-31	4 K
Martingale Asset Management L P	2023-12-31	3.3 K
O'shaughnessy Asset Management Llc	2023-12-31	3.2 K
Marquette Asset Management Inc.	2023-12-31	3.1 K
Biglari Capital Corp.	2023-12-31	1.3 M
Dimensional Fund Advisors, Inc.	2023-12-31	87.5 K

Biglari Fundamentals

	Return On Equity	0.0962
	Return On Asset	0.0293
	Profit Margin	0.15 %
	Operating Margin	0.08 %
	Current Valuation	106.63 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	623.61 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

0.85	CMG	Chipotle Mexican Grill	Pair Corr
0.81	DPZ	Dominos Pizza Earnings Call This Week	Pair Corr
0.78	HLT	Hilton Worldwide Holdings Buyout Trend	Pair Corr

Moving against Biglari Stock

0.76	ETSY	Etsy Inc Earnings Call This Week	Pair Corr
0.71	SBUX	Starbucks Earnings Call This Week	Pair Corr
0.7	FL	Foot Locker Financial Report 17th of May 2024	Pair Corr
0.67	VC	Visteon Corp Earnings Call Today	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

Details

Is Biglari Stock a good investment?

Details

What is Biglari Holdings' Net Worth?

Details

Largest Hotels, Restaurants & Leisure Companies

View

Largest Consumer Services Companies

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Check out Biglari Holdings Piotroski F Score and Biglari Holdings Valuation 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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.

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Biglari Holdings Stock Z Score

Biglari Holdings Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Biglari Z Score Driver Correlations

Biglari Z Score Peer Comparison

Biglari Holdings Current Valuation Drivers

Biglari Holdings Institutional Holders

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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