Chartwell Retirement Residences Stock Beta
| CSH-UN Stock | CAD 17.77 0.07 0.39% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Chartwell Retirement's long-term financial health and intrinsic value.
Chartwell | Beta |
Chartwell Retirement Residences Company Beta Analysis
Chartwell Retirement's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Chartwell Retirement Beta | 1.0 |
Most of Chartwell Retirement's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Chartwell Retirement Residences is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Chartwell Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Chartwell Retirement is extremely important. It helps to project a fair market value of Chartwell Stock properly, considering its historical fundamentals such as Beta. Since Chartwell Retirement's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Chartwell Retirement's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Chartwell Retirement's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Chartwell Retirement Residences has a Beta of 1.002. This is 39.17% higher than that of the Diversified REITs sector and significantly higher than that of the Real Estate industry. The beta for all Canada stocks is notably lower than that of the firm.
Chartwell Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Chartwell Retirement's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Chartwell Retirement could also be used in its relative valuation, which is a method of valuing Chartwell Retirement by comparing valuation metrics of similar companies.Chartwell Retirement is currently under evaluation in beta category among its peers.
Chartwell Retirement Current Valuation Drivers
We derive many important indicators used in calculating different scores of Chartwell Retirement from analyzing Chartwell Retirement's financial statements. These drivers represent accounts that assess Chartwell Retirement's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Chartwell Retirement's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 2.9B | 3.0B | 2.4B | 2.8B | 2.5B | 1.4B | |
| Enterprise Value | 5.0B | 5.4B | 4.9B | 4.8B | 4.3B | 2.8B |
Chartwell Retirement returns are very sensitive to returns on the market. As the market goes up or down, Chartwell Retirement is expected to follow.
Chartwell Fundamentals
| Return On Equity | 0.0595 | ||||
| Return On Asset | 0.0217 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 7.58 B | ||||
| Shares Outstanding | 281.19 M | ||||
| Shares Owned By Insiders | 0.42 % | ||||
| Shares Owned By Institutions | 35.94 % | ||||
| Number Of Shares Shorted | 970.91 K | ||||
| Price To Book | 4.15 X | ||||
| Price To Sales | 5.50 X | ||||
| Revenue | 848.54 M | ||||
| Gross Profit | 379.31 M | ||||
| EBITDA | 312.9 M | ||||
| Net Income | 22.41 M | ||||
| Cash And Equivalents | 51.39 M | ||||
| Cash Per Share | 0.24 X | ||||
| Total Debt | 707 M | ||||
| Debt To Equity | 3.40 % | ||||
| Current Ratio | 0.29 X | ||||
| Book Value Per Share | 4.19 X | ||||
| Cash Flow From Operations | 200.85 M | ||||
| Short Ratio | 2.21 X | ||||
| Earnings Per Share | 0.21 X | ||||
| Target Price | 20.56 | ||||
| Number Of Employees | 13.07 K | ||||
| Beta | 1.0 | ||||
| Market Capitalization | 5.04 B | ||||
| Total Asset | 4.09 B | ||||
| Retained Earnings | 103.38 M | ||||
| Working Capital | (697.89 M) | ||||
| Current Asset | 86.42 M | ||||
| Current Liabilities | 330.61 M | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 4.21 % | ||||
| Net Asset | 4.09 B | ||||
| Last Dividend Paid | 0.61 |
About Chartwell Retirement Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Chartwell Retirement Residences's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chartwell Retirement using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chartwell Retirement Residences based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Chartwell Retirement
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Chartwell Retirement position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Chartwell Retirement will appreciate offsetting losses from the drop in the long position's value.Moving against Chartwell Stock
The ability to find closely correlated positions to Chartwell Retirement could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Chartwell Retirement when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Chartwell Retirement - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Chartwell Retirement Residences to buy it.
The correlation of Chartwell Retirement is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Chartwell Retirement moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chartwell Retirement moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Chartwell Retirement can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Chartwell Stock
Chartwell Retirement financial ratios help investors to determine whether Chartwell Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Chartwell with respect to the benefits of owning Chartwell Retirement security.