Ratos AB (Sweden) Performance
| RATO-A Stock | SEK 40.40 3.60 9.78% |
On a scale of 0 to 100, Ratos AB holds a performance score of 8. The company holds a Beta of -0.98, which implies possible diversification benefits within a given portfolio. As the market becomes more bullish, returns on owning Ratos AB are expected to decrease slowly. On the other hand, during market turmoil, Ratos AB is expected to outperform it slightly. Please check Ratos AB's value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Ratos AB's historical price patterns will revert.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ratos AB are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, Ratos AB sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 3.2 B | |
| Total Cashflows From Investing Activities | -258 M |
Ratos |
Ratos AB Relative Risk vs. Return Landscape
If you would invest 3,515 in Ratos AB on January 31, 2024 and sell it today you would earn a total of 525.00 from holding Ratos AB or generate 14.94% return on investment over 90 days. Ratos AB is generating 0.2447% of daily returns and assumes 2.2101% volatility on return distribution over the 90 days horizon. Simply put, 19% of stocks are less volatile than Ratos, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Ratos AB Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ratos AB's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Ratos AB, and traders can use it to determine the average amount a Ratos AB'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 = 0.1107
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | RATO-A | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.21 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Ratos AB is performing at about 8% 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 Ratos AB by adding it to a well-diversified portfolio.
Ratos AB Fundamentals Growth
Ratos Stock prices reflect investors' perceptions of the future prospects and financial health of Ratos AB, and Ratos AB 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 Ratos Stock performance.
| Return On Equity | 0.0907 | |||
| Return On Asset | 0.0302 | |||
| Profit Margin | 0.03 % | |||
| Operating Margin | 0.05 % | |||
| Current Valuation | 22.47 B | |||
| Shares Outstanding | 84.64 M | |||
| Price To Earning | 26.08 X | |||
| Price To Book | 1.19 X | |||
| Price To Sales | 0.50 X | |||
| Revenue | 22.55 B | |||
| EBITDA | 4.14 B | |||
| Cash And Equivalents | 2.23 B | |||
| Cash Per Share | 8.90 X | |||
| Total Debt | 7.19 B | |||
| Debt To Equity | 103.50 % | |||
| Book Value Per Share | 37.92 X | |||
| Cash Flow From Operations | 1.45 B | |||
| Earnings Per Share | 2.70 X | |||
| Total Asset | 28.39 B | |||
| Current Asset | 12.42 B | |||
| Current Liabilities | 8.87 B | |||
About Ratos AB Performance
To evaluate Ratos AB 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 Ratos AB 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 Ratos 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 Ratos AB market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ratos'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.Ratos AB is a private equity firm specializing in buyouts, turnarounds, add on acquisitions, and middle market transactions. Ratos AB was founded in 1934 and is based in Stockholm, Sweden. Ratos AB operates under Asset Management classification in Sweden and is traded on Stockholm Stock Exchange. It employs 12300 people.Things to note about Ratos AB performance evaluation
Checking the ongoing alerts about Ratos AB for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Ratos AB help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ratos AB has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| The company has accumulated 7.19 B in total debt with debt to equity ratio (D/E) of 103.5, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Ratos AB has a current ratio of 0.97, 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 Ratos AB until it has trouble settling it off, either with new capital or with free cash flow. So, Ratos AB'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 Ratos AB sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Ratos to invest in growth at high rates of return. When we think about Ratos AB's use of debt, we should always consider it together with cash and equity. | |
| About 94.0% of Ratos AB outstanding shares are owned by corporate insiders |
- Analyzing Ratos AB'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 Ratos AB's stock is overvalued or undervalued compared to its peers.
- Examining Ratos AB'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 Ratos AB's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ratos AB's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Ratos AB's stock. These opinions can provide insight into Ratos AB's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Ratos AB. 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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Complementary Tools for Ratos Stock analysis
When running Ratos AB's price analysis, check to measure Ratos AB'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 Ratos AB is operating at the current time. Most of Ratos AB's value examination focuses on studying past and present price action to predict the probability of Ratos AB's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ratos AB's price. Additionally, you may evaluate how the addition of Ratos AB to your portfolios can decrease your overall portfolio volatility.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |