Birks Stock Performance

BGI
 Stock
  

USD 5.17  0.01  0.19%   

Birks has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0594, which signifies not very significant fluctuations relative to the market. Let's try to break down what Birks's beta means in this case. As returns on the market increase, Birks returns are expected to increase less than the market. However, during the bear market, the loss on holding Birks will be expected to be smaller as well. Although it is important to respect Birks Group historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Birks Group technical indicators, you can presently evaluate if the expected return of 0.0423% will be sustainable into the future. Birks Group right now shows a risk of 1.29%. Please confirm Birks Group sortino ratio, semi variance, day median price, as well as the relationship between the value at risk and kurtosis to decide if Birks Group will be following its price patterns.
  
Birks Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Birks Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, Birks is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more

Birks Price Channel

Begin Period Cash Flow1807000.00
Total Cashflows From Investing Activities-5811000.00

Birks Relative Risk vs. Return Landscape

If you would invest  506.00  in Birks Group on September 3, 2022 and sell it today you would earn a total of  11.00  from holding Birks Group or generate 2.17% return on investment over 90 days. Birks Group is generating 0.0423% of daily returns assuming volatility of 1.29% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Birks, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Birks is expected to generate 3.05 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.17 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Birks Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Birks' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Birks Group, and traders can use it to determine the average amount a Birks' 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 = 0.0328

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Estimated Market Risk
 1.29
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.04
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 0 %
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Risk-Adjusted Return
 0.03
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 2 %
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22
Based on monthly moving average Birks is performing at about 2% 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 Birks by adding it to a well-diversified portfolio.

About Birks Performance

To evaluate Birks Group 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 Birks 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 Birks 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 Birks Group market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Birks'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.
Birks Group Inc. designs, develops, manufactures, and retails fine jewelry, timepieces, sterling and plated silverware, and gifts in the United States and Canada. Birks Group Inc. was founded in 1879 and is headquartered in Montreal, Canada. Birks operates under Luxury Goods classification in the United States and is traded on AMEX Exchange. It employs 296 people.

Things to note about Birks Group

Checking the ongoing alerts about Birks for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Birks Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Birks Alerts

Equity Alerts and Improvement Suggestions

About 64.0% of the company shares are held by company insiders
Continue to Trending Equities. Note that the Birks Group information on this page should be used as a complementary analysis to other Birks' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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When running Birks Group price analysis, check to measure Birks' 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 Birks is operating at the current time. Most of Birks' value examination focuses on studying past and present price action to predict the probability of Birks' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Birks' price. Additionally, you may evaluate how the addition of Birks to your portfolios can decrease your overall portfolio volatility.
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Is Birks' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Birks. If investors know Birks will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Birks listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Market Capitalization
98.1 M
Quarterly Revenue Growth YOY
0.12
Return On Assets
0.0129
Return On Equity
57.95
The market value of Birks Group is measured differently than its book value, which is the value of Birks that is recorded on the company's balance sheet. Investors also form their own opinion of Birks' value that differs from its market value or its book value, called intrinsic value, which is Birks' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Birks' market value can be influenced by many factors that don't directly affect Birks' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Birks' value and its price as these two are different measures arrived at by different means. Investors typically determine Birks value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Birks' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.