Ekipa Holding (WAR:EEE) 1-Year Sharpe Ratio: -2.92 (As of Jul. 18, 2026)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WAR:EEE Ekipa Holding SA WAR:EEE
44 GF Score
Price zł1.21
GF Value zł4.44
Valuation Possible Value Trap
! 2 Warning Signs
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What is Ekipa Holding 1-Year Sharpe Ratio?

Ekipa Holding WAR:EEE +2.55% 44 1-Year Sharpe Ratio is -2.92 as of Jul. 18, 2026. GuruFocus rates WAR:EEE with a GF Score™ of 44/100 and a GF Value™ of zł4.44 (Possible Value Trap). The stock has 2 warning signs investors should review.

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 (2026-07-18), Ekipa Holding's 1-Year Sharpe Ratio is -2.92.

Ekipa Holding  (WAR:EEE) 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.

Ekipa Holding 1-Year Sharpe Ratio Related Terms

WAR:EEE vs MS, GS, SCHW: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, Ekipa Holding'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.

Ekipa Holding 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Ekipa Holding's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Ekipa Holding's 1-Year Sharpe Ratio falls into.


WAR:EEE
44GF Score
Ekipa Holding SA WAR:EEE
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Ekipa Holding 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.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -2.92 mean?
Ekipa Holding (WAR:EEE) has a 1-Year Sharpe Ratio of -2.92 as of Jul. 18, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Ekipa Holding and its competitors.
Is Ekipa Holding's 1-Year Sharpe Ratio too high?
Ekipa Holding's current 1-Year Sharpe Ratio is -2.92. Overall, Ekipa Holding has a GF Score™ of 44/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Ekipa Holding's 1-Year Sharpe Ratio compare to MS and GS?
Ekipa Holding's 1-Year Sharpe Ratio of -2.92 can be compared against companies in the Capital Markets 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 a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets 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 Ekipa Holding and its competitors. Ekipa Holding's current 1-Year Sharpe Ratio is -2.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ekipa Holding stock overvalued right now?
Based on GuruFocus' analysis, Ekipa Holding (WAR:EEE) is currently considered Possible Value Trap. The stock's GF Value™ is zł4.44, compared to a current price of zł1.21 — trading 72.9% below its estimated fair value. The current 1-Year Sharpe Ratio is -2.92. Ekipa Holding's overall GF Score™ is 44/100 with 2 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 Ekipa Holding (WAR:EEE), the current 1-Year Sharpe Ratio is -2.92 as of Jul. 18, 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 Ekipa Holding (WAR:EEE) Overvalued in 2026?

Based on GuruFocus' analysis, Ekipa Holding stock appears to be undervalued. The current stock price of zł1.21 is trading 72.9% below its estimated GF Value™ of zł4.44. GuruFocus considers Ekipa Holding to be Possible Value Trap.

Key valuation signals for WAR:EEE:

  • 1-Year Sharpe Ratio: -2.92
  • GF Value™: zł4.44 vs. price of zł1.21 (72.9% below fair value)
  • GF Score™: 44/100 with 2 warning signs

No single metric tells the full story. See the WAR:EEE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ekipa Holding Business Description

Address ul. Emaus 5, Krakow, POL, 30-201
Ekipa Holding SA operates as an investment management of companies.
44GF Score

Get the complete analysis for WAR:EEE

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

zł1.21
Price
zł4.44
GF Value