APHD (Apogee 21 Holdings) Beta: 9.4229 (As of Jun. 25, 2026)


What is Apogee 21 Holdings Beta?

Apogee 21 Holdings APHD Beta is 9.4229 as of Jun. 25, 2026.

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-25), Apogee 21 Holdings's Beta is 9.4229.

Apogee 21 Holdings  (OTCPK:APHD) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Apogee 21 Holdings Beta Related Terms

Apogee 21 Holdings Beta Historical Data

* Premium members only.

The historical data trend for Apogee 21 Holdings's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Apogee 21 Holdings Beta Chart

Apogee 21 Holdings Annual Data
Trend Apr05 Dec06 Dec07 Dec08 Dec09 Jun11 Jun12 Jun13 Jun14 Jun15
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 1.02 1.17 -3.92 -1.37

Apogee 21 Holdings Quarterly Data
Jun11 Sep11 Dec11 Mar12 Jun12 Sep12 Dec12 Mar13 Jun13 Sep13 Dec13 Mar14 Jun14 Sep14 Dec14 Mar15 Jun15 Sep15 Dec15 Mar16
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -2.26 -1.37 -8.28 -4.60 -5.20

APHD vs RLTR, FPTA, CXKJ: Beta Comparison

For the Beverages - Wineries & Distilleries subindustry, Apogee 21 Holdings's Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Apogee 21 Holdings Beta vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Apogee 21 Holdings's Beta distribution charts can be found below:

* The bar in red indicates where Apogee 21 Holdings's Beta falls into.


Apogee 21 Holdings Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Frequently Asked Questions Learn more about Beta →
What does a Beta of 9.4229 mean?
Apogee 21 Holdings (APHD) has a Beta of 9.4229 as of Jun. 25, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Apogee 21 Holdings and its competitors.
Is Apogee 21 Holdings' Beta too high?
Apogee 21 Holdings' current Beta is 9.4229.
How does Apogee 21 Holdings' Beta compare to RLTR and FPTA?
Apogee 21 Holdings' Beta of 9.4229 can be compared against companies in the Beverages - Alcoholic industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for a Beverages - Alcoholic company?
A good Beta depends on the Beverages - Alcoholic industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Apogee 21 Holdings and its competitors. Apogee 21 Holdings's current Beta is 9.4229. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Apogee 21 Holdings stock overvalued right now?
Apogee 21 Holdings (APHD) has a current Beta of 9.4229. The current Beta is 9.4229. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For Apogee 21 Holdings (APHD), the current Beta is 9.4229 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Apogee 21 Holdings Business Description

Address 4578 Carriage Lane, Las Vegas, NV, USA, 89119
Apogee 21 Holdings Inc is doing business as A21 Wine & Spirits, is a producer and marketer of craft spirits and wine. The company owns Monkey in Paradise Vodka, Andale Tequila, and Blue Nectar Tequila brands. It also has the sales agency for Zunte Mezcal and Finca Ferrer Wines from Argentina.