Grupo Herdez (Mexico) Performance
| HERDEZ Stock | MXN 45.50 1.90 4.36% |
The company retains a Market Volatility (i.e., Beta) of -0.11, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Grupo Herdez are expected to decrease at a much lower rate. During the bear market, Grupo Herdez is likely to outperform the market. Grupo Herdez SAB right now retains a risk of 1.59%. Please check out Grupo Herdez skewness, day typical price, and the relationship between the downside variance and daily balance of power , to decide if Grupo Herdez will be following its current trending patterns.
Risk-Adjusted Performance
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Over the last 90 days Grupo Herdez SAB has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong technical and fundamental indicators, Grupo Herdez is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 3.7 B | |
| Total Cashflows From Investing Activities | 15.3 M |
Grupo |
Grupo Herdez Relative Risk vs. Return Landscape
If you would invest 4,579 in Grupo Herdez SAB on January 24, 2024 and sell it today you would lose (29.00) from holding Grupo Herdez SAB or give up 0.63% of portfolio value over 90 days. Grupo Herdez SAB is generating 0.002% of daily returns and assumes 1.5933% volatility on return distribution over the 90 days horizon. Simply put, 14% 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 Herdez Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Grupo Herdez's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Grupo Herdez SAB, and traders can use it to determine the average amount a Grupo Herdez'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 = 0.0013
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HERDEZ |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Grupo Herdez 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 Herdez by adding Grupo Herdez to a well-diversified portfolio.
Grupo Herdez Fundamentals Growth
Grupo Stock prices reflect investors' perceptions of the future prospects and financial health of Grupo Herdez, and Grupo Herdez 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 | 0.12 | |||
| Return On Asset | 0.0608 | |||
| Profit Margin | 0.02 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 22.09 B | |||
| Shares Outstanding | 335.49 M | |||
| Price To Earning | 19.57 X | |||
| Price To Book | 2.19 X | |||
| Price To Sales | 0.45 X | |||
| Revenue | 26.15 B | |||
| EBITDA | 4.89 B | |||
| Cash And Equivalents | 5.13 B | |||
| Cash Per Share | 15.30 X | |||
| Total Debt | 9.22 B | |||
| Debt To Equity | 0.80 % | |||
| Book Value Per Share | 19.19 X | |||
| Cash Flow From Operations | 1.31 B | |||
| Earnings Per Share | 2.01 X | |||
| Total Asset | 35.97 B | |||
About Grupo Herdez Performance
To evaluate Grupo Herdez 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 Herdez 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 Herdez 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 Herdez, S.A.B. de C.V., a food company, engages in the manufacture, purchase, distribution, and marketing of canned and packed food products in Mexico and internationally. Grupo Herdez, S.A.B. de C.V. is a subsidiary of Hechos Con Amor S.A. de C.V. GRUPO HERDEZ operates under Packaged Foods classification in Mexico and is traded on Mexico Stock Exchange. It employs 10722 people.Things to note about Grupo Herdez SAB performance evaluation
Checking the ongoing alerts about Grupo Herdez for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Grupo Herdez SAB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 56.0% of the company shares are held by company insiders |
- Analyzing Grupo Herdez'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 Herdez's stock is overvalued or undervalued compared to its peers.
- Examining Grupo Herdez'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 Herdez's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Grupo Herdez's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Grupo Herdez's stock. These opinions can provide insight into Grupo Herdez'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 Herdez 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 income. Note that the Grupo Herdez SAB information on this page should be used as a complementary analysis to other Grupo Herdez's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Complementary Tools for Grupo Stock analysis
When running Grupo Herdez's price analysis, check to measure Grupo Herdez'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 Herdez is operating at the current time. Most of Grupo Herdez's value examination focuses on studying past and present price action to predict the probability of Grupo Herdez'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 Herdez's price. Additionally, you may evaluate how the addition of Grupo Herdez to your portfolios can decrease your overall portfolio volatility.
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