Barry Callebaut (Switzerland) Performance
| BARN Stock | CHF 1,278 24.00 1.84% |
Barry Callebaut has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0727, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barry Callebaut's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barry Callebaut is expected to be smaller as well. Barry Callebaut AG right now shows a risk of 2.02%. Please confirm Barry Callebaut AG sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if Barry Callebaut AG will be following its price patterns.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Barry Callebaut AG are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Barry Callebaut is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 1 B | |
| Total Cashflows From Investing Activities | -293.6 M |
Barry |
Barry Callebaut Relative Risk vs. Return Landscape
If you would invest 126,800 in Barry Callebaut AG on January 17, 2024 and sell it today you would earn a total of 1,000.00 from holding Barry Callebaut AG or generate 0.79% return on investment over 90 days. Barry Callebaut AG is generating 0.0322% of daily returns and assumes 2.0178% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Barry, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Barry Callebaut Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barry Callebaut's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Barry Callebaut AG, and traders can use it to determine the average amount a Barry Callebaut'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 = 0.016
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| Negative Returns | BARN |
Estimated Market Risk
| 2.02 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Barry Callebaut is performing at about 1% 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 Barry Callebaut by adding it to a well-diversified portfolio.
Barry Callebaut Fundamentals Growth
Barry Stock prices reflect investors' perceptions of the future prospects and financial health of Barry Callebaut, and Barry Callebaut 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 Barry Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.054 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 11.25 B | |||
| Shares Outstanding | 5.48 M | |||
| Price To Earning | 37.07 X | |||
| Price To Book | 3.47 X | |||
| Price To Sales | 1.23 X | |||
| Revenue | 8.09 B | |||
| EBITDA | 769.99 M | |||
| Cash And Equivalents | 878.2 M | |||
| Cash Per Share | 158.67 X | |||
| Total Debt | 1.52 B | |||
| Debt To Equity | 1.06 % | |||
| Book Value Per Share | 529.70 X | |||
| Cash Flow From Operations | 521.65 M | |||
| Earnings Per Share | 65.66 X | |||
| Total Asset | 7.76 B | |||
About Barry Callebaut Performance
To evaluate Barry Callebaut AG 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 Barry Callebaut 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 Barry 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 Barry Callebaut AG market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Barry'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.Barry Callebaut AG, together with its subsidiaries, manufactures and sells cocoa and chocolate products. Barry Callebaut AG was incorporated in 1994 and is headquartered in Zrich, Switzerland. BARRY CALLEBAUT operates under Confectioners classification in Switzerland and is traded on Switzerland Exchange. It employs 12545 people.Things to note about Barry Callebaut AG performance evaluation
Checking the ongoing alerts about Barry Callebaut for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Barry Callebaut AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 36.0% of the company shares are held by company insiders |
- Analyzing Barry Callebaut'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 Barry Callebaut's stock is overvalued or undervalued compared to its peers.
- Examining Barry Callebaut'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 Barry Callebaut's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barry Callebaut's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Barry Callebaut's stock. These opinions can provide insight into Barry Callebaut's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barry Callebaut AG. 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Complementary Tools for Barry Stock analysis
When running Barry Callebaut's price analysis, check to measure Barry Callebaut'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 Barry Callebaut is operating at the current time. Most of Barry Callebaut's value examination focuses on studying past and present price action to predict the probability of Barry Callebaut's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barry Callebaut's price. Additionally, you may evaluate how the addition of Barry Callebaut to your portfolios can decrease your overall portfolio volatility.
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