Charter Hall (Australia) Performance
| CQR Stock | 3.48 0.04 1.16% |
The firm shows a Beta (market volatility) of 0.26, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Charter Hall's returns are expected to increase less than the market. However, during the bear market, the loss of holding Charter Hall is expected to be smaller as well. At this point, Charter Hall Retail has a negative expected return of -0.0647%. Please make sure to confirm Charter Hall's coefficient of variation, jensen alpha, and the relationship between the mean deviation and standard deviation , to decide if Charter Hall Retail 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 Charter Hall Retail has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Charter Hall is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0721 | Payout Ratio 8.3446 | Last Split Factor 1:5 | Forward Dividend Rate 0.25 | Ex Dividend Date 2024-07-01 |
1 | Charter Hall Proposes Cash Acquisition of HPI Shares - TipRanks | 09/09/2024 |
2 | Charter Hall Long WALE REITs top owners are retail investors with 43 percent stake, while 42 percent is held by institutions - Yahoo Finance | 10/29/2024 |
3 | Charter Hall Extends Takeover Offer for HPI - MSN | 11/20/2024 |
| Begin Period Cash Flow | 22.4 M | |
| Free Cash Flow | 148.6 M |
Charter |
Charter Hall Relative Risk vs. Return Landscape
If you would invest 364.00 in Charter Hall Retail on August 30, 2024 and sell it today you would lose (16.00) from holding Charter Hall Retail or give up 4.4% of portfolio value over 90 days. Charter Hall Retail is producing return of less than zero assuming 1.0574% volatility of returns over the 90 days investment horizon. Simply put, 9% of all stocks have less volatile historical return distribution than Charter Hall, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Charter Hall Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charter Hall's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Charter Hall Retail, and traders can use it to determine the average amount a Charter Hall'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 = -0.0612
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Charter Hall 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 Charter Hall by adding Charter Hall to a well-diversified portfolio.
Charter Hall Fundamentals Growth
Charter Stock prices reflect investors' perceptions of the future prospects and financial health of Charter Hall, and Charter Hall 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 Charter Stock performance.
| Return On Equity | 0.0064 | ||||
| Return On Asset | 0.0297 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.62 % | ||||
| Current Valuation | 3.02 B | ||||
| Shares Outstanding | 581.23 M | ||||
| Price To Book | 0.76 X | ||||
| Price To Sales | 7.08 X | ||||
| Revenue | 214.4 M | ||||
| Gross Profit | 168.8 M | ||||
| EBITDA | 76.6 M | ||||
| Net Income | 17.2 M | ||||
| Cash And Equivalents | 22.4 M | ||||
| Total Debt | 1.18 B | ||||
| Book Value Per Share | 4.50 X | ||||
| Cash Flow From Operations | 162.2 M | ||||
| Earnings Per Share | 0.03 X | ||||
| Total Asset | 3.8 B | ||||
| Retained Earnings | (265.5 M) | ||||
About Charter Hall Performance
Assessing Charter Hall's fundamental ratios provides investors with valuable insights into Charter Hall's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Charter Hall is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Charter Hall is entity of Australia. It is traded as Stock on AU exchange.Things to note about Charter Hall Retail performance evaluation
Checking the ongoing alerts about Charter Hall for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charter Hall Retail help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Charter Hall Retail generated a negative expected return over the last 90 days | |
| Charter Hall Retail has high likelihood to experience some financial distress in the next 2 years | |
| About 66.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Charter Hall Extends Takeover Offer for HPI - MSN |
- Analyzing Charter Hall'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 Charter Hall's stock is overvalued or undervalued compared to its peers.
- Examining Charter Hall'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 Charter Hall's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charter Hall's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charter Hall's stock. These opinions can provide insight into Charter Hall's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Charter Stock Analysis
When running Charter Hall's price analysis, check to measure Charter Hall'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 Charter Hall is operating at the current time. Most of Charter Hall's value examination focuses on studying past and present price action to predict the probability of Charter Hall's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charter Hall's price. Additionally, you may evaluate how the addition of Charter Hall to your portfolios can decrease your overall portfolio volatility.