Marcopolo (Brazil) Performance
| POMO3 Stock | BRL 4.83 0.01 0.21% |
The company secures a Beta (Market Risk) of -0.18, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Marcopolo are expected to decrease at a much lower rate. During the bear market, Marcopolo is likely to outperform the market. At this point, Marcopolo SA has a negative expected return of -0.22%. Please make sure to verify Marcopolo's maximum drawdown, skewness, accumulation distribution, as well as the relationship between the potential upside and kurtosis , to decide if Marcopolo SA performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Marcopolo SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in July 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 1 B | |
| Total Cashflows From Investing Activities | -32.8 M |
Marcopolo |
Marcopolo Relative Risk vs. Return Landscape
If you would invest 559.00 in Marcopolo SA on March 14, 2024 and sell it today you would lose (76.00) from holding Marcopolo SA or give up 13.6% of portfolio value over 90 days. Marcopolo SA is generating negative expected returns and assumes 1.8356% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than Marcopolo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Marcopolo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Marcopolo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Marcopolo SA, and traders can use it to determine the average amount a Marcopolo'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 = -0.1213
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| Negative Returns | POMO3 |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Marcopolo is not performing at its full potential. However, 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 Marcopolo by adding Marcopolo to a well-diversified portfolio.
Marcopolo Fundamentals Growth
Marcopolo Stock prices reflect investors' perceptions of the future prospects and financial health of Marcopolo, and Marcopolo 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 Marcopolo Stock performance.
| Return On Equity | 0.0793 | |||
| Return On Asset | -0.0077 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | (0.02) % | |||
| Current Valuation | 4 B | |||
| Shares Outstanding | 598.68 M | |||
| Price To Earning | 18.15 X | |||
| Price To Book | 0.77 X | |||
| Price To Sales | 0.54 X | |||
| Revenue | 3.5 B | |||
| EBITDA | 581.84 M | |||
| Cash And Equivalents | 1.14 B | |||
| Cash Per Share | 1.04 X | |||
| Total Debt | 1.47 B | |||
| Debt To Equity | 89.50 % | |||
| Book Value Per Share | 3.24 X | |||
| Cash Flow From Operations | 188.25 M | |||
| Earnings Per Share | 0.27 X | |||
| Total Asset | 6.65 B | |||
About Marcopolo Performance
To evaluate Marcopolo SA 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 Marcopolo 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 Marcopolo 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 Marcopolo SA market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Marcopolo'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.Marcopolo S.A. manufactures and sells buses, automobiles, wagons, parts, and agricultural and industrial machinery in Brazil, Africa, Australia, China, Peru, and Mexico. Marcopolo S.A. was founded in 1949 and is based in Caxias do Sul, Brazil. MARCOPOLO operates under Auto Manufacturers classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 19743 people.Things to note about Marcopolo SA performance evaluation
Checking the ongoing alerts about Marcopolo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Marcopolo SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Marcopolo SA generated a negative expected return over the last 90 days | |
| Marcopolo SA has high likelihood to experience some financial distress in the next 2 years | |
| Marcopolo SA has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| About 64.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Marcopolo'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 Marcopolo's stock is overvalued or undervalued compared to its peers.
- Examining Marcopolo'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 Marcopolo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Marcopolo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Marcopolo's stock. These opinions can provide insight into Marcopolo's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Marcopolo Stock Analysis
When running Marcopolo's price analysis, check to measure Marcopolo'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 Marcopolo is operating at the current time. Most of Marcopolo's value examination focuses on studying past and present price action to predict the probability of Marcopolo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Marcopolo's price. Additionally, you may evaluate how the addition of Marcopolo to your portfolios can decrease your overall portfolio volatility.