Merlin Properties (Spain) Performance

MRL Stock  EUR 9.80  0.10  1.03%   
The company secures a Beta (Market Risk) of -0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Merlin Properties are expected to decrease at a much lower rate. During the bear market, Merlin Properties is likely to outperform the market. Merlin Properties SOCIMI has an expected return of -0.0349%. Please make sure to verify Merlin Properties SOCIMI accumulation distribution, and the relationship between the potential upside and day median price , to decide if Merlin Properties SOCIMI 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 Merlin Properties SOCIMI has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound essential indicators, Merlin Properties is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Begin Period Cash Flow252 M
Total Cashflows From Investing Activities110.2 M
  

Merlin Properties Relative Risk vs. Return Landscape

If you would invest  1,006  in Merlin Properties SOCIMI on December 29, 2023 and sell it today you would lose (26.00) from holding Merlin Properties SOCIMI or give up 2.58% of portfolio value over 90 days. Merlin Properties SOCIMI is producing return of less than zero assuming 1.1602% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than Merlin Properties, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Merlin Properties is expected to under-perform the market. In addition to that, the company is 2.02 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Merlin Properties Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Merlin Properties' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Merlin Properties SOCIMI, and traders can use it to determine the average amount a Merlin Properties' 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 = -0.0301

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Estimated Market Risk

 1.16
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90% of assets are more volatile

Expected Return

 -0.03
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Risk-Adjusted Return

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Based on monthly moving average Merlin Properties 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 Merlin Properties by adding Merlin Properties to a well-diversified portfolio.

Merlin Properties Fundamentals Growth

Merlin Stock prices reflect investors' perceptions of the future prospects and financial health of Merlin Properties, and Merlin Properties 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 Merlin Stock performance.

About Merlin Properties Performance

To evaluate Merlin Properties SOCIMI 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 Merlin Properties 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 Merlin 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 Merlin Properties SOCIMI market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Merlin'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.
MERLIN Properties SOCIMI, SA, one of the main real estate companies listed on the Spanish Stock Exchange , has as its main activity the acquisition and management of tertiary real estate assets in the Iberian Peninsula. The Company focuses on the office, retail and logistics market. MERLIN PROPERTIES operates under REITDiversified classification in Spain and is traded on Madrid SE C.A.T.S.. It employs 220 people.

Things to note about Merlin Properties SOCIMI performance evaluation

Checking the ongoing alerts about Merlin Properties for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Merlin Properties SOCIMI help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Merlin Properties generated a negative expected return over the last 90 days
About 33.0% of the company outstanding shares are owned by corporate insiders
Evaluating Merlin Properties' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Merlin Properties' stock performance include:
  • Analyzing Merlin Properties' 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 Merlin Properties' stock is overvalued or undervalued compared to its peers.
  • Examining Merlin Properties' 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 Merlin Properties' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Merlin Properties' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Merlin Properties' stock. These opinions can provide insight into Merlin Properties' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Merlin Properties' stock performance is not an exact science, and many factors can impact Merlin Properties' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Merlin Properties SOCIMI. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors.
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 Merlin Stock analysis

When running Merlin Properties' price analysis, check to measure Merlin Properties' 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 Merlin Properties is operating at the current time. Most of Merlin Properties' value examination focuses on studying past and present price action to predict the probability of Merlin Properties' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Merlin Properties' price. Additionally, you may evaluate how the addition of Merlin Properties to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Merlin Properties' value and its price as these two are different measures arrived at by different means. Investors typically determine if Merlin Properties is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Merlin Properties' 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.