Kardex (Switzerland) Performance
| KARN Stock | CHF 307.50 2.50 0.82% |
On a scale of 0 to 100, Kardex holds a performance score of 38. The company secures a Beta (Market Risk) of 0.42, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Kardex's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kardex is expected to be smaller as well. Please check Kardex's sortino ratio, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to make a quick decision on whether Kardex's current price movements will revert.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Kardex are ranked lower than 38 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Kardex showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 122.4 M | |
| Total Cashflows From Investing Activities | -48.2 M |
Kardex |
Kardex Relative Risk vs. Return Landscape
If you would invest 19,980 in Kardex on April 26, 2025 and sell it today you would earn a total of 10,770 from holding Kardex or generate 53.9% return on investment over 90 days. Kardex is generating 0.7081% of daily returns and assumes 1.4523% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Kardex, and 86% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Kardex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kardex's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Kardex, and traders can use it to determine the average amount a Kardex'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 = 0.4875
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Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.71 actual daily | 14 86% of assets have higher returns |
Risk-Adjusted Return
| 0.49 actual daily | 38 62% of assets perform better |
Based on monthly moving average Kardex is performing at about 38% 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 Kardex by adding it to a well-diversified portfolio.
Kardex Fundamentals Growth
Kardex Stock prices reflect investors' perceptions of the future prospects and financial health of Kardex, and Kardex 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 Kardex Stock performance.
| Return On Equity | 0.23 | |||
| Return On Asset | 0.11 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 1.13 B | |||
| Shares Outstanding | 7.71 M | |||
| Price To Earning | 48.89 X | |||
| Price To Book | 6.84 X | |||
| Price To Sales | 2.34 X | |||
| Revenue | 455.5 M | |||
| EBITDA | 67.7 M | |||
| Cash And Equivalents | 122.4 M | |||
| Cash Per Share | 15.88 X | |||
| Book Value Per Share | 23.41 X | |||
| Cash Flow From Operations | 38.6 M | |||
| Earnings Per Share | 5.04 X | |||
| Total Asset | 337.8 M | |||
About Kardex Performance
Evaluating Kardex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kardex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Kardex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Kardex Holding AG provides intralogistics solutions, and supplies automated storage solutions and materials handling systems worldwide. The company also provides conveyor systems, stracker cranes, software solutions, buffering and sequencing solutions, vertical and horizontal systems, pick and place robots, and life cycle services, as well as office solutions. KARDEX N operates under Specialty Industrial Machinery classification in Switzerland and is traded on Switzerland Exchange. It employs 1860 people.Things to note about Kardex performance evaluation
Checking the ongoing alerts about Kardex for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Kardex help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kardex is showing solid risk-adjusted performance over 90 days | |
| About 23.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Kardex'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 Kardex's stock is overvalued or undervalued compared to its peers.
- Examining Kardex'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 Kardex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kardex's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Kardex's stock. These opinions can provide insight into Kardex's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Kardex Stock Analysis
When running Kardex's price analysis, check to measure Kardex'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 Kardex is operating at the current time. Most of Kardex's value examination focuses on studying past and present price action to predict the probability of Kardex's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Kardex's price. Additionally, you may evaluate how the addition of Kardex to your portfolios can decrease your overall portfolio volatility.