Graham Holdings (Germany) Performance

WPOB Stock  EUR 950.00  10.00  1.06%   
The company retains a Market Volatility (i.e., Beta) of 1.24, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Graham Holdings will likely underperform. At this point, Graham Holdings has a negative expected return of -0.0537%. Please make sure to check out Graham Holdings' variance, jensen alpha, and the relationship between the standard deviation and information ratio , to decide if Graham Holdings 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 Graham Holdings Co has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Graham Holdings is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
  

Graham Holdings Relative Risk vs. Return Landscape

If you would invest  99,815  in Graham Holdings Co on September 14, 2025 and sell it today you would lose (4,815) from holding Graham Holdings Co or give up 4.82% of portfolio value over 90 days. Graham Holdings Co is producing return of less than zero assuming 2.1254% volatility of returns over the 90 days investment horizon. Simply put, 19% of all stocks have less volatile historical return distribution than Graham Holdings, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Graham Holdings is expected to under-perform the market. In addition to that, the company is 3.01 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Graham Holdings Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Graham Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Graham Holdings Co, and traders can use it to determine the average amount a Graham Holdings' 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 = -0.0253

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Estimated Market Risk

 2.13
  actual daily
19
81% of assets are more volatile

Expected Return

 -0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average Graham Holdings 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 Graham Holdings by adding Graham Holdings to a well-diversified portfolio.

Graham Holdings Fundamentals Growth

Graham Stock prices reflect investors' perceptions of the future prospects and financial health of Graham Holdings, and Graham Holdings 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 Graham Stock performance.

About Graham Holdings Performance

By analyzing Graham Holdings' fundamental ratios, stakeholders can gain valuable insights into Graham Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Graham Holdings 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 Graham Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Graham Holdings Company, through its subsidiaries, operates as a diversified education and media company worldwide. Graham Holdings Company was founded in 1877 and is based in Arlington, Virginia. GRAHAM HLDGS operates under Education Training Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 11047 people.

Things to note about Graham Holdings performance evaluation

Checking the ongoing alerts about Graham Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Graham Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Graham Holdings generated a negative expected return over the last 90 days
Over 81.0% of the company outstanding shares are owned by institutional investors
Evaluating Graham Holdings' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Graham Holdings' stock performance include:
  • Analyzing Graham Holdings' 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 Graham Holdings' stock is overvalued or undervalued compared to its peers.
  • Examining Graham Holdings' 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 Graham Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Graham Holdings' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Graham Holdings' stock. These opinions can provide insight into Graham Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Graham Holdings' stock performance is not an exact science, and many factors can impact Graham Holdings' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Graham Stock analysis

When running Graham Holdings' price analysis, check to measure Graham Holdings' 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 Graham Holdings is operating at the current time. Most of Graham Holdings' value examination focuses on studying past and present price action to predict the probability of Graham Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Graham Holdings' price. Additionally, you may evaluate how the addition of Graham Holdings to your portfolios can decrease your overall portfolio volatility.
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