Fubon Financial (Taiwan) Performance
| 2881 Stock | TWD 69.00 0.10 0.14% |
Fubon Financial has a performance score of 9 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0091, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fubon Financial are expected to decrease at a much lower rate. During the bear market, Fubon Financial is likely to outperform the market. Fubon Financial Holding right now shows a risk of 1.03%. Please confirm Fubon Financial Holding mean deviation, downside deviation, standard deviation, as well as the relationship between the semi deviation and coefficient of variation , to decide if Fubon Financial Holding will be following its price patterns.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Fubon Financial Holding are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Fubon Financial may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
| Begin Period Cash Flow | 491 B | |
| Total Cashflows From Investing Activities | -11.3 B |
Fubon |
Fubon Financial Relative Risk vs. Return Landscape
If you would invest 6,490 in Fubon Financial Holding on February 2, 2024 and sell it today you would earn a total of 420.00 from holding Fubon Financial Holding or generate 6.47% return on investment over 90 days. Fubon Financial Holding is generating 0.1214% of daily returns and assumes 1.028% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Fubon, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Fubon Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fubon Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fubon Financial Holding, and traders can use it to determine the average amount a Fubon Financial'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 = 0.1181
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| Cash | 2881 | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Fubon Financial is performing at about 9% 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 Fubon Financial by adding it to a well-diversified portfolio.
Fubon Financial Fundamentals Growth
Fubon Stock prices reflect investors' perceptions of the future prospects and financial health of Fubon Financial, and Fubon Financial 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 Fubon Stock performance.
| Return On Equity | 0.14 | |||
| Return On Asset | -0.0048 | |||
| Profit Margin | 0.18 % | |||
| Operating Margin | (0.15) % | |||
| Current Valuation | (461.43 B) | |||
| Shares Outstanding | 12.4 B | |||
| Price To Earning | 5.82 X | |||
| Price To Book | 1.33 X | |||
| Price To Sales | 1.27 X | |||
| Revenue | 484.59 B | |||
| EBITDA | (75.23 B) | |||
| Cash And Equivalents | 1.87 T | |||
| Cash Per Share | 158.58 X | |||
| Total Debt | 529.11 B | |||
| Debt To Equity | 0.59 % | |||
| Book Value Per Share | 43.25 X | |||
| Cash Flow From Operations | 32.45 B | |||
| Earnings Per Share | 7.57 X | |||
| Total Asset | 10.5 T | |||
| Retained Earnings | 220.36 B | |||
| Current Asset | 816.34 B | |||
| Current Liabilities | 689.7 B | |||
About Fubon Financial Performance
To evaluate Fubon Financial Holding 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 Fubon Financial 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 Fubon 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 Fubon Financial Holding market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fubon'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.Fubon Financial Holding Co., Ltd. provides various financial services in Taiwan, Asia, and internationally. Fubon Financial Holding Co., Ltd. was founded in 1961 and is based in Taipei, Taiwan. FUBON FINANCIAL is traded on Taiwan Stock Exchange in Taiwan.Things to note about Fubon Financial Holding performance evaluation
Checking the ongoing alerts about Fubon Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fubon Financial Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 41.0% of the company shares are owned by insiders or employees |
- Analyzing Fubon Financial'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 Fubon Financial's stock is overvalued or undervalued compared to its peers.
- Examining Fubon Financial'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 Fubon Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fubon Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fubon Financial's stock. These opinions can provide insight into Fubon Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Fubon Financial Holding. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Complementary Tools for Fubon Stock analysis
When running Fubon Financial's price analysis, check to measure Fubon Financial'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 Fubon Financial is operating at the current time. Most of Fubon Financial's value examination focuses on studying past and present price action to predict the probability of Fubon Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fubon Financial's price. Additionally, you may evaluate how the addition of Fubon Financial to your portfolios can decrease your overall portfolio volatility.
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