Via Renewables Preferred Stock Performance
| VIASP Preferred Stock | USD 21.78 0.20 0.91% |
The entity has a beta of 0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Via Renewables' returns are expected to increase less than the market. However, during the bear market, the loss of holding Via Renewables is expected to be smaller as well. At this point, Via Renewables has a negative expected return of -0.0587%. Please make sure to validate Via Renewables' treynor ratio, as well as the relationship between the kurtosis and day typical price , to decide if Via Renewables 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 Via Renewables has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Via Renewables is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.86) | Five Day Return 1.21 | Year To Date Return 21.74 | Ten Year Return (10.92) | All Time Return (10.92) |
| Begin Period Cash Flow | 71.7 M | |
| Total Cashflows From Investing Activities | -6.5 M |
Via |
Via Renewables Relative Risk vs. Return Landscape
If you would invest 2,309 in Via Renewables on June 22, 2024 and sell it today you would lose (131.00) from holding Via Renewables or give up 5.67% of portfolio value over 90 days. Via Renewables is currently producing negative expected returns and takes up 2.6758% volatility of returns over 90 trading days. Put another way, 23% of traded preferred stocks are less volatile than Via, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Via Renewables Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Via Renewables' investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Via Renewables, and traders can use it to determine the average amount a Via Renewables' 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 = -0.0219
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| Negative Returns | VIASP |
Estimated Market Risk
| 2.68 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Via Renewables 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 Via Renewables by adding Via Renewables to a well-diversified portfolio.
Via Renewables Fundamentals Growth
Via Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Via Renewables, and Via Renewables 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 Via Preferred Stock performance.
| Return On Equity | 0.017 | ||||
| Return On Asset | -0.11 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | (0.14) % | ||||
| Current Valuation | 535.95 M | ||||
| Price To Earning | 26.83 X | ||||
| Revenue | 393.49 M | ||||
| EBITDA | 33.09 M | ||||
| Cash And Equivalents | 51.31 M | ||||
| Cash Per Share | 3.23 X | ||||
| Total Debt | 135 M | ||||
| Debt To Equity | 0.69 % | ||||
| Book Value Per Share | 3.66 X | ||||
| Cash Flow From Operations | 12.7 M | ||||
| Earnings Per Share | 1.17 X | ||||
| Total Asset | 355.28 M | ||||
About Via Renewables Performance
Assessing Via Renewables' fundamental ratios provides investors with valuable insights into Via Renewables' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Via Renewables is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Via Renewables, Inc., through its subsidiaries, operates as an independent retail energy services company in the United States. Via Renewables, Inc. was founded in 1999 and is headquartered in Houston, Texas. Via Renewables operates under UtilitiesRegulated Electric classification in the United States and is traded on NASDAQ Exchange. It employs 169 people.Things to note about Via Renewables performance evaluation
Checking the ongoing alerts about Via Renewables for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Via Renewables help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Via Renewables generated a negative expected return over the last 90 days | |
| Via Renewables has high likelihood to experience some financial distress in the next 2 years |
- Analyzing Via Renewables' 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 Via Renewables' stock is overvalued or undervalued compared to its peers.
- Examining Via Renewables' 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 Via Renewables' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Via Renewables' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Via Renewables' preferred stock. These opinions can provide insight into Via Renewables' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Via Preferred Stock Analysis
When running Via Renewables' price analysis, check to measure Via Renewables' 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 Via Renewables is operating at the current time. Most of Via Renewables' value examination focuses on studying past and present price action to predict the probability of Via Renewables' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Via Renewables' price. Additionally, you may evaluate how the addition of Via Renewables to your portfolios can decrease your overall portfolio volatility.