Biglari Holdings Stock Buy Hold or Sell Recommendation
| BH Stock | USD 196.57 4.41 2.29% |
Allowing for the 90-day total investment horizon and your complete indifference towards market risk, our recommendation regarding Biglari Holdings is 'Strong Buy'. Macroaxis provides Biglari Holdings buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BH positions. The advice algorithm takes into account all of Biglari Holdings' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Biglari Holdings' buy or sell advice are summarized below:
Real Value 278.51 | Target Price 500 | Hype Value 202.15 | Market Value 196.57 | Naive Value 204.57 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Biglari Holdings given historical horizon and risk tolerance towards Biglari Holdings. When Macroaxis issues a 'buy' or 'sell' recommendation for Biglari Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Biglari |
Execute Biglari Holdings Buy or Sell Advice
The Biglari recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Biglari Holdings. Macroaxis does not own or have any residual interests in Biglari Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Biglari Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Biglari Holdings Trading Alerts and Improvement Suggestions
| Biglari Holdings has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from prnewswire.com: BH Group and Kolter Group Buy Beachfront condominium development site on Miracle Mile in Naples for 102.6M |
Biglari Holdings Returns Distribution Density
The distribution of Biglari Holdings' historical returns is an attempt to chart the uncertainty of Biglari Holdings' future price movements. The chart of the probability distribution of Biglari Holdings daily returns describes the distribution of returns around its average expected value. We use Biglari Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Biglari Holdings returns is essential to provide solid investment advice for Biglari Holdings.
| Mean Return | 0.38 | Value At Risk | -2.56 | Potential Upside | 6.85 | Standard Deviation | 2.56 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Biglari Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Biglari Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Biglari Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Biglari Holdings backward and forwards among themselves. Biglari Holdings' institutional investor refers to the entity that pools money to purchase Biglari Holdings' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Prudential Financial Inc | 2023-12-31 | 8.2 K | Arrowstreet Capital Limited Partnership | 2023-12-31 | 7.7 K | Empowered Funds, Llc | 2023-12-31 | 7.7 K | Los Angeles Capital Management Llc | 2023-12-31 | 5.6 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 4.5 K | Bank Of New York Mellon Corp | 2023-12-31 | 4 K | Martingale Asset Management L P | 2023-12-31 | 3.3 K | O'shaughnessy Asset Management Llc | 2023-12-31 | 3.2 K | Marquette Asset Management Inc. | 2023-12-31 | 3.1 K | Biglari Capital Corp. | 2023-12-31 | 1.3 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 87.5 K |
Biglari Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 15.7M | (41.0M) | 14.0M | (4.9M) | (9.4M) | (8.9M) | |
| Free Cash Flow | 76.0M | 96.9M | 164.2M | 98.1M | 49.6M | 52.1M | |
| Depreciation | 29.6M | 32.2M | 30.1M | 36.4M | 39.0M | 24.6M | |
| Capital Expenditures | 17.7M | 20.7M | 64.5M | 29.7M | 23.4M | 26.2M | |
| Net Income | 45.4M | (38.0M) | 35.5M | (32.3M) | 54.9M | 57.7M | |
| End Period Cash Flow | 70.7M | 29.7M | 43.7M | 38.8M | 28.1M | 36.2M | |
| Other Non Cash Items | 59.4M | 160.3M | 167.8M | 152.0M | (36.1M) | (34.3M) | |
| Change To Netincome | 20.9M | 6.7M | 173.0M | 136.1M | 156.5M | 164.4M | |
| Investments | (70.0M) | (6.9M) | (4.1M) | (136.6M) | (66.1M) | (69.4M) | |
| Net Borrowings | (8.0M) | (23.3M) | (156.2M) | 3.9M | 3.5M | 3.6M |
Biglari Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Biglari Holdings or Hotels, Restaurants & Leisure sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Biglari Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Biglari stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.30 | |
β | Beta against NYSE Composite | 1.16 | |
σ | Overall volatility | 2.58 | |
Ir | Information ratio | 0.12 |
Biglari Holdings Volatility Alert
Biglari Holdings currently demonstrates below-average downside deviation. It has Information Ratio of 0.12 and Jensen Alpha of 0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Biglari Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Biglari Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Biglari Holdings Fundamentals Vs Peers
Comparing Biglari Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Biglari Holdings' direct or indirect competition across all of the common fundamentals between Biglari Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as Biglari Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Biglari Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing Biglari Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Biglari Holdings to competition |
| Fundamentals | Biglari Holdings | Peer Average |
| Return On Equity | 0.0962 | -0.31 |
| Return On Asset | 0.0293 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.08 % | (5.51) % |
| Current Valuation | 102.36 M | 16.62 B |
| Shares Outstanding | 2.07 M | 571.82 M |
| Shares Owned By Insiders | 0.44 % | 10.09 % |
| Shares Owned By Institutions | 82.58 % | 39.21 % |
| Number Of Shares Shorted | 7.41 K | 4.71 M |
| Price To Earning | 0.58 X | 28.72 X |
| Price To Book | 0.99 X | 9.51 X |
| Price To Sales | 1.60 X | 11.42 X |
| Revenue | 365.32 M | 9.43 B |
| Gross Profit | 152.78 M | 27.38 B |
| EBITDA | 78.35 M | 3.9 B |
| Net Income | 54.95 M | 570.98 M |
| Cash And Equivalents | 37.47 M | 2.7 B |
| Cash Per Share | 180.93 X | 5.01 X |
| Total Debt | 101.24 M | 5.32 B |
| Debt To Equity | 0.23 % | 48.70 % |
| Current Ratio | 1.09 X | 2.16 X |
| Book Value Per Share | 965.74 X | 1.93 K |
| Cash Flow From Operations | 73 M | 971.22 M |
| Short Ratio | 1.91 X | 4.00 X |
| Earnings Per Share | 37.90 X | 3.12 X |
| Price To Earnings To Growth | (12.63) X | 4.89 X |
| Target Price | 500.0 | |
| Number Of Employees | 2.47 K | 18.84 K |
| Beta | 1.55 | -0.15 |
| Market Capitalization | 600.91 M | 19.03 B |
| Total Asset | 859.09 M | 29.47 B |
| Retained Earnings | 631.46 M | 9.33 B |
| Working Capital | 41.45 M | 1.48 B |
Note: Acquisition by Biglari, Sardar of tradable shares of Biglari Holdings at 923.1 subject to Rule 16b-3 [view details]
Biglari Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Biglari . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Biglari Holdings Buy or Sell Advice
When is the right time to buy or sell Biglari Holdings? Buying financial instruments such as Biglari Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 121.4M | 118.8M | 101.2M | 144.1M | Total Assets | 894.8M | 828.5M | 859.1M | 543.8M |
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Check out Biglari Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Biglari Stock please use our How to Invest in Biglari Holdings guide.Note that the Biglari Holdings information on this page should be used as a complementary analysis to other Biglari Holdings' 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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When running Biglari Holdings' price analysis, check to measure Biglari Holdings' 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 Biglari Holdings is operating at the current time. Most of Biglari Holdings' value examination focuses on studying past and present price action to predict the probability of Biglari Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Biglari Holdings' price. Additionally, you may evaluate how the addition of Biglari Holdings to your portfolios can decrease your overall portfolio volatility.
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Is Biglari Holdings' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Biglari Holdings. If investors know Biglari will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Biglari Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.519 | Earnings Share 37.9 | Revenue Per Share 1.3 K | Quarterly Revenue Growth (0.08) | Return On Assets 0.0293 |
The market value of Biglari Holdings is measured differently than its book value, which is the value of Biglari that is recorded on the company's balance sheet. Investors also form their own opinion of Biglari Holdings' value that differs from its market value or its book value, called intrinsic value, which is Biglari Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Biglari Holdings' market value can be influenced by many factors that don't directly affect Biglari Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Biglari Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Biglari Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Biglari Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.