Grupo Carso (Mexico) Performance
| GCARSOA1 | MXN 135.34 5.84 4.14% |
The company retains a Market Volatility (i.e., Beta) of 0.7, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Grupo Carso's returns are expected to increase less than the market. However, during the bear market, the loss of holding Grupo Carso is expected to be smaller as well. Grupo Carso SAB has an expected return of -0.31%. Please make sure to check out Grupo Carso maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Grupo Carso SAB 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 Grupo Carso SAB has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in May 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 11.8 B | |
| Total Cashflows From Investing Activities | 2.5 B |
Grupo |
Grupo Carso Relative Risk vs. Return Landscape
If you would invest 16,555 in Grupo Carso SAB on January 26, 2024 and sell it today you would lose (3,021) from holding Grupo Carso SAB or give up 18.25% of portfolio value over 90 days. Grupo Carso SAB is generating negative expected returns and assumes 2.2421% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than Grupo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Grupo Carso Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Grupo Carso's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Grupo Carso SAB, and traders can use it to determine the average amount a Grupo Carso'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 = -0.1384
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GCARSOA1 |
Estimated Market Risk
| 2.24 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.31 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Grupo Carso 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 Grupo Carso by adding Grupo Carso to a well-diversified portfolio.
Grupo Carso Fundamentals Growth
Grupo Stock prices reflect investors' perceptions of the future prospects and financial health of Grupo Carso, and Grupo Carso 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 Grupo Stock performance.
| Return On Equity | 0.17 | |||
| Return On Asset | 0.0769 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.14 % | |||
| Current Valuation | 229.94 B | |||
| Shares Outstanding | 2.25 B | |||
| Price To Earning | 28.62 X | |||
| Price To Book | 1.72 X | |||
| Price To Sales | 1.17 X | |||
| Revenue | 124.57 B | |||
| EBITDA | 20.09 B | |||
| Cash And Equivalents | 8.31 B | |||
| Cash Per Share | 3.68 X | |||
| Total Debt | 18.63 B | |||
| Debt To Equity | 0.27 % | |||
| Book Value Per Share | 53.57 X | |||
| Cash Flow From Operations | 3.12 B | |||
| Earnings Per Share | 6.19 X | |||
| Total Asset | 185.77 B | |||
About Grupo Carso Performance
To evaluate Grupo Carso SAB 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 Grupo Carso 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 Grupo 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 Grupo Carso SAB market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Grupo'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.Grupo Carso, S.A.B. de C.V., together with its subsidiaries, engages in the commercial, industrial, infrastructure and construction, and energy sectors. Grupo Carso, S.A.B. de C.V. is incorporated in 1980 and is headquartered in Mexico City, Mexico. GRUPO CARSO operates under Conglomerates classification in Mexico and is traded on Mexico Stock Exchange. It employs 75022 people.Things to note about Grupo Carso SAB performance evaluation
Checking the ongoing alerts about Grupo Carso for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Grupo Carso SAB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Grupo Carso SAB generated a negative expected return over the last 90 days |
- Analyzing Grupo Carso'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 Grupo Carso's stock is overvalued or undervalued compared to its peers.
- Examining Grupo Carso'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 Grupo Carso's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Grupo Carso's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Grupo Carso's stock. These opinions can provide insight into Grupo Carso's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Grupo Carso SAB. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Complementary Tools for Grupo Stock analysis
When running Grupo Carso's price analysis, check to measure Grupo Carso'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 Grupo Carso is operating at the current time. Most of Grupo Carso's value examination focuses on studying past and present price action to predict the probability of Grupo Carso's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Grupo Carso's price. Additionally, you may evaluate how the addition of Grupo Carso to your portfolios can decrease your overall portfolio volatility.
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