Sunopta owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.21, which indicates the firm had -0.21% of return per unit of risk over the last 3 months. Macroaxis standpoint towards measuring the risk of any stock is to look at both systematic and unsystematic factors of the business, including all available market data and
technical indicators. Sunopta exposes twenty-eight different
technical indicators, which can help you to evaluate volatility that cannot be
diversified away. Please be advised to validate Sunopta
risk adjusted performance of
(0.13), and Coefficient Of Variation of
(515.33) to confirm the risk estimate we provide.
Typically, a company's
financial statements are the reports that show the
financial position of the company. There are three main documents that fall into the category of financial statements. These documents include SunOpta income statement, its balance sheet, and the statement of cash flows. Potential SunOpta investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although SunOpta investors may use each financial statement separately, they are all related. The changes in SunOpta's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on SunOpta's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our
technical analysis and
fundamental analysis pages.
The goal of SunOpta
fundamental analysis is to do accurate financial forecasts. There are several possible objectives to fundamental analysis, such as projecting of SunOpta performance into the future periods or doing a reasonable stock valuation. The intrinsic value of SunOpta shares is the value that is considered the true value of the share. If
the intrinsic value of SunOpta is higher than its market price, buying is generally recommended. If it is equal to the market price, it is recommended to hold; and if it is less than the market price, then one should sell all shares SunOpta. Please read more on our
fundamental analysis page.
How effective is SunOpta in utilizing its assets?
SunOpta reports assets on its Balance Sheet. It represents the amount of SunOpta resources that either has an existing economic value or will provide some form of benefits in the future. By effectively utilizing its assets, SunOpta aims to generate revenue, control costs, drive operational efficiency, and enhance profitability. Optimizing asset utilization helps maximize shareholder value and maintain a competitive position in the Packaged Foods & Meats space. To get a better handle on how balance sheet or income statements item affect SunOpta volatility, please check the breakdown of all its
fundamentals.
Are SunOpta Earnings Expected to grow?
The
future earnings power of SunOpta involves the interaction of many company-specific, industry, and economic forces. Earnings estimates embody investors' opinions of SunOpta factors such as sales growth, product demand, competitive industry environment, profit margins, and cost controls. SunOpta
stock prices adjust as these expectations change or are proven wrong. The main thing to remember is that equities with high expected earnings growth tend to underperform the market because it is usually difficult to meet the market's high expectations. Companies with low earnings expectations tend to do better than expected. Please use our latest analysis of SunOpta
expected earnings.
SunOpta Gross Profit
SunOpta Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing SunOpta previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show SunOpta Gross Profit growth over the last 10 years. Please check SunOpta's
gross profit and other
fundamental indicators for more details.
A Deeper Perspective On SunOpta
Many companies such as Sunopta have both institutions investors and insiders sharing the ownership. Retail investors typically buy and sell stocks in round lots of 100 shares or more. Other other hand institutional investors are known to buy and sell in block trades of 10,000 shares or more. Let's take a look at how the ownership of Sunopta is distributed among investors.
Ownership Allocation
Sunopta maintains a total of 107.23 Million outstanding shares. The majority of Sunopta
outstanding shares are owned by
institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Sunopta to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Sunopta. Please pay attention to any change in the institutional holdings of Sunopta as this could imply that something significant has changed or about to change at the company. Remember, it does not matter who owns the company or if the company is currently
losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.
| Retail Investors22.01% | | Institutions74.5% |
| Retail Investors | 22.01 |
| Insiders | 3.49 |
| Institutions | 74.5 |
Sunopta new pull down is serious
New value at risk indicator falls down to -4.6. Possible price surge? Sunopta exhibits very low volatility with skewness of -0.16 and kurtosis of -0.68. However, we advise investors to further study Sunopta technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sunopta's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sunopta's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.
Sunopta Implied Volatility
Sunopta's implied volatility exposes the market's sentiment of Sunopta stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Sunopta's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Sunopta stock will not fluctuate a lot when Sunopta's options are near their expiration.
Our Takeaway on Sunopta Investment
While many of the other players in the packaged foods industry are either recovering or due for a correction, Sunopta may not be performing as strong as the other in terms of long-term growth potentials. To summarize, as of the 10th of November 2021, our research shows that Sunopta is a rather somewhat reliable investment opportunity with a
below average odds of financial distress in the next two years. From a slightly different view, the entity currently appears to be
undervalued. Our final 90 days buy vs. sell advice on the company is
Hold.
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Ellen Johnson is a Member of Macroaxis Editorial Board. Ellen covers public companies in North America, focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of SunOpta. Please refer to our
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