Migdal Insurance (Israel) Performance
| MGDL Stock | ILS 416.80 7.80 1.84% |
The company secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Migdal Insurance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Migdal Insurance is expected to be smaller as well. At this point, Migdal Insurance has a negative expected return of -0.21%. Please make sure to verify Migdal Insurance's downside deviation, standard deviation, total risk alpha, as well as the relationship between the coefficient of variation and jensen alpha , to decide if Migdal Insurance 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 Migdal Insurance has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in July 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
| Begin Period Cash Flow | 12.8 B | |
| Total Cashflows From Investing Activities | -245.2 M |
Migdal |
Migdal Insurance Relative Risk vs. Return Landscape
If you would invest 46,750 in Migdal Insurance on March 10, 2024 and sell it today you would lose (5,070) from holding Migdal Insurance or give up 10.84% of portfolio value over 90 days. Migdal Insurance is generating negative expected returns and assumes 2.348% volatility on return distribution over the 90 days horizon. Simply put, 20% of stocks are less volatile than Migdal, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Migdal Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Migdal Insurance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Migdal Insurance, and traders can use it to determine the average amount a Migdal Insurance'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 = -0.0903
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| Negative Returns | MGDL |
Estimated Market Risk
| 2.35 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Migdal Insurance 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 Migdal Insurance by adding Migdal Insurance to a well-diversified portfolio.
Migdal Insurance Fundamentals Growth
Migdal Stock prices reflect investors' perceptions of the future prospects and financial health of Migdal Insurance, and Migdal Insurance 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 Migdal Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0052 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.14 % | |||
| Current Valuation | (13.27 B) | |||
| Shares Outstanding | 1.05 B | |||
| Price To Earning | 829.07 X | |||
| Price To Book | 0.61 X | |||
| Price To Sales | 0.38 X | |||
| Revenue | 36.68 B | |||
| EBITDA | 1.73 B | |||
| Cash And Equivalents | 116.96 B | |||
| Cash Per Share | 98.80 X | |||
| Total Debt | 5.33 B | |||
| Debt To Equity | 75.40 % | |||
| Book Value Per Share | 7.34 X | |||
| Cash Flow From Operations | 7.12 B | |||
| Earnings Per Share | 0.87 X | |||
| Total Asset | 204.16 B | |||
| Retained Earnings | 4.09 B | |||
| Current Asset | 90.41 B | |||
| Current Liabilities | 130 M | |||
About Migdal Insurance Performance
To evaluate Migdal Insurance 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 Migdal Insurance 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 Migdal 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 Migdal Insurance market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Migdal'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.Migdal Insurance and Financial Holdings Ltd. provides insurance, pension and provident funds, capital market, and financial services to private and corporate clients, groups, and vehicle fleet companies in Israel. Migdal Insurance and Financial Holdings Ltd. is a subsidiary of Eliahu Insurance Company Ltd. MIGDAL INS is traded on Tel Aviv Stock Exchange in Israel.Things to note about Migdal Insurance performance evaluation
Checking the ongoing alerts about Migdal Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Migdal Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Migdal Insurance generated a negative expected return over the last 90 days | |
| Migdal Insurance has accumulated S5.33 Billion in debt which can lead to volatile earnings | |
| About 64.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Migdal Insurance'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 Migdal Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Migdal Insurance'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 Migdal Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Migdal Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Migdal Insurance's stock. These opinions can provide insight into Migdal Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Migdal Stock analysis
When running Migdal Insurance's price analysis, check to measure Migdal Insurance'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 Migdal Insurance is operating at the current time. Most of Migdal Insurance's value examination focuses on studying past and present price action to predict the probability of Migdal Insurance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Migdal Insurance's price. Additionally, you may evaluate how the addition of Migdal Insurance to your portfolios can decrease your overall portfolio volatility.
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