Karsten SA (Brazil) Performance
| CTKA4 Preferred Stock | BRL 19.00 0.45 2.31% |
On a scale of 0 to 100, Karsten SA holds a performance score of 4. The company secures a Beta (Market Risk) of 0.0307, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Karsten SA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Karsten SA is expected to be smaller as well. Please check Karsten SA's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Karsten SA's current price movements will revert.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Karsten SA are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Karsten SA unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 8.6 M | |
| Total Cashflows From Investing Activities | -4.8 M |
Karsten |
Karsten SA Relative Risk vs. Return Landscape
If you would invest 1,750 in Karsten SA on January 30, 2024 and sell it today you would earn a total of 150.00 from holding Karsten SA or generate 8.57% return on investment over 90 days. Karsten SA is generating 0.2094% of daily returns and assumes 3.9876% volatility on return distribution over the 90 days horizon. Simply put, 35% of preferred stocks are less volatile than Karsten, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Karsten SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Karsten SA's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Karsten SA, and traders can use it to determine the average amount a Karsten SA'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 = 0.0525
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Estimated Market Risk
| 3.99 actual daily | 35 65% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Karsten SA is performing at about 4% 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 Karsten SA by adding it to a well-diversified portfolio.
Karsten SA Fundamentals Growth
Karsten Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Karsten SA, and Karsten SA 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 Karsten Preferred Stock performance.
| Return On Asset | 0.0269 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 656.89 M | ||||
| Shares Outstanding | 3.33 M | ||||
| Price To Earning | (0.54) X | ||||
| Price To Sales | 0.15 X | ||||
| Revenue | 549.68 M | ||||
| EBITDA | 80.36 M | ||||
| Cash And Equivalents | 3.09 M | ||||
| Cash Per Share | 3.25 X | ||||
| Total Debt | 480 M | ||||
| Book Value Per Share | (26.20) X | ||||
| Cash Flow From Operations | (6.24 M) | ||||
| Earnings Per Share | 0.57 X | ||||
| Total Asset | 630.58 M | ||||
| Retained Earnings | (314 M) | ||||
| Current Asset | 182 M | ||||
| Current Liabilities | 450 M | ||||
About Karsten SA Performance
To evaluate Karsten SA Preferred 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 Karsten SA 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 Karsten Preferred 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 Karsten SA market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Karsten'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.Karsten S.A. manufactures and sells textile articles in Brazil. The company was founded in 1882 and is headquartered in Blumenau, Brazil. KARSTEN PN operates under Textile Manufacturing classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 1800 people.Things to note about Karsten SA performance evaluation
Checking the ongoing alerts about Karsten SA for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Karsten SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Karsten SA had very high historical volatility over the last 90 days | |
| The company has accumulated 480 M in total debt. Karsten SA has a current ratio of 0.34, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Karsten SA until it has trouble settling it off, either with new capital or with free cash flow. So, Karsten SA's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Karsten SA sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Karsten to invest in growth at high rates of return. When we think about Karsten SA's use of debt, we should always consider it together with cash and equity. | |
| Karsten SA has accumulated about 3.09 M in cash with (6.24 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 3.25. | |
| Roughly 77.0% of the company shares are held by company insiders |
- Analyzing Karsten SA'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 Karsten SA's stock is overvalued or undervalued compared to its peers.
- Examining Karsten SA'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 Karsten SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Karsten SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Karsten SA's preferred stock. These opinions can provide insight into Karsten SA'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 Karsten SA. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Karsten SA information on this page should be used as a complementary analysis to other Karsten SA'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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Complementary Tools for Karsten Preferred Stock analysis
When running Karsten SA's price analysis, check to measure Karsten SA'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 Karsten SA is operating at the current time. Most of Karsten SA's value examination focuses on studying past and present price action to predict the probability of Karsten SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Karsten SA's price. Additionally, you may evaluate how the addition of Karsten SA to your portfolios can decrease your overall portfolio volatility.
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