CAGR & BETA Comparisons

CAGR or the Compound Annual Growth Rate is the smoothed annualized gain earned over the investment time horizon. The CAGR is valuable when evaluating how well one stock performed against other stocks in a peer group or against a market index over time.

Beta describes how the expected return of a stock is correlated to the return of the financial market as a whole. Beta is a measure of the sensitivity of the asset's returns to market returns, its non-diversifiable risk, systematic, or market risk; beta can give clues to volatility and liquidity in the marketplace.

Our CAGR and/or Beta comparison analyses offer another option for comparisons between your company and its’ peers, providing a baseline for internal analysis and strategic planning.

Call us for additional information and a sample report at 312-265-9214 or email us at zspp@zacks.com