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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-09-16), PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio is 0.34.
PT Capitalinc Investment Tbk (ISX:MTFN) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
PT Capitalinc Investment Tbk 1-Year Sharpe Ratio Related Terms
ISX:MTFN vs COP, EOG, OXY: 1-Year Sharpe Ratio Comparison
For the Oil & Gas E&P subindustry, PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio 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.
PT Capitalinc Investment Tbk 1-Year Sharpe Ratio vs Oil & Gas Industry
For the Oil & Gas industry and Energy sector, PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio falls into.
PT Capitalinc Investment Tbk 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
PT Capitalinc Investment Tbk (ISX:MTFN) has a 1-Year Sharpe Ratio of 0.34 as of Sep. 16, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PT Capitalinc Investment Tbk and its competitors.
Is PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio too high?
PT Capitalinc Investment Tbk's current 1-Year Sharpe Ratio is 0.34. Overall, PT Capitalinc Investment Tbk has a GF Score™ of 50/100, reflecting its overall financial health beyond just this single metric.
How does PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio compare to COP and EOG?
PT Capitalinc Investment Tbk's 1-Year Sharpe Ratio of 0.34 can be compared against companies in the Oil & Gas industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Oil & Gas company?
A good 1-Year Sharpe Ratio depends on the Oil & Gas industry context. However, 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PT Capitalinc Investment Tbk and its competitors. PT Capitalinc Investment Tbk's current 1-Year Sharpe Ratio is 0.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PT Capitalinc Investment Tbk stock overvalued right now?
PT Capitalinc Investment Tbk (ISX:MTFN) has a current 1-Year Sharpe Ratio of 0.34. The stock's GF Value™ is Rp21.15, compared to a current price of Rp13.00 — trading 38.5% below its estimated fair value. The current 1-Year Sharpe Ratio is 0.34. PT Capitalinc Investment Tbk's overall GF Score™ is 50/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For PT Capitalinc Investment Tbk (ISX:MTFN), the current 1-Year Sharpe Ratio is 0.34 as of Sep. 16, 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.
Is PT Capitalinc Investment Tbk (ISX:MTFN) Overvalued in 2026?
Based on GuruFocus' analysis, PT Capitalinc Investment Tbk stock appears to be undervalued.
The current stock price of Rp13.00 is trading 38.5% below its estimated GF Value™ of Rp21.15.
Key valuation signals for ISX:MTFN:
1-Year Sharpe Ratio: 0.34
GF Value™: Rp21.15 vs. price of Rp13.00 (38.5% below fair value)
No single metric tells the full story. See the ISX:MTFN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PT Capitalinc Investment Tbk is an Indonesian-based company engaged in financial services, which invests in mining and energy, focusing on oil and gas. The company's investment in the form of shares ownership in some subsidiaries and associates of the company usually held on oil and gas companies, from upstream and downstream. The group derives revenue mainly from the sales and services revenue from its subsidiaries. The group's operating segments are Business Investment segment and Oil and Gas segment. It generates the majority of the revenue from Oil & Gas segment.
50GF Score
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