Empresa General de Inversiones (XPTY:EGIN) 1-Year Sharpe Ratio: 2.54 (As of Jul. 12, 2026)


XPTY:EGIN Empresa General de Inversiones SA XPTY:EGIN
69 GF Score
Price $200.10
GF Value $141.17
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Empresa General de Inversiones 1-Year Sharpe Ratio?

Empresa General de Inversiones XPTY:EGIN +0.05% 69 1-Year Sharpe Ratio is 2.54 as of Jul. 12, 2026. GuruFocus rates XPTY:EGIN with a GF Score™ of 69/100 and a GF Value™ of $141.17 (Significantly Overvalued). The stock has 6 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 (2026-07-12), Empresa General de Inversiones's 1-Year Sharpe Ratio is 2.54.

Empresa General de Inversiones  (XPTY:EGIN) 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.

Empresa General de Inversiones 1-Year Sharpe Ratio Related Terms

XPTY:EGIN vs PNC, USB: 1-Year Sharpe Ratio Comparison

For the Banks - Regional subindustry, Empresa General de Inversiones'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.

Empresa General de Inversiones 1-Year Sharpe Ratio vs Banks Industry

For the Banks industry and Financial Services sector, Empresa General de Inversiones's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Empresa General de Inversiones's 1-Year Sharpe Ratio falls into.


XPTY:EGIN
69GF Score
Empresa General de Inversiones SA XPTY:EGIN
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Empresa General de Inversiones 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 2.54 mean?
Empresa General de Inversiones (XPTY:EGIN) has a 1-Year Sharpe Ratio of 2.54 as of Jul. 12, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Empresa General de Inversiones and its competitors.
Is Empresa General de Inversiones' 1-Year Sharpe Ratio too high?
Empresa General de Inversiones' current 1-Year Sharpe Ratio is 2.54. Overall, Empresa General de Inversiones has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Empresa General de Inversiones' 1-Year Sharpe Ratio compare to PNC and USB?
Empresa General de Inversiones' 1-Year Sharpe Ratio of 2.54 can be compared against companies in the Banks 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 Banks company?
A good 1-Year Sharpe Ratio depends on the Banks 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 Empresa General de Inversiones and its competitors. Empresa General de Inversiones's current 1-Year Sharpe Ratio is 2.54. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Empresa General de Inversiones stock overvalued right now?
Based on GuruFocus' analysis, Empresa General de Inversiones (XPTY:EGIN) is currently considered Significantly Overvalued. The stock's GF Value™ is $141.17, compared to a current price of $200.10 — trading 41.7% above its estimated fair value. The current 1-Year Sharpe Ratio is 2.54. Empresa General de Inversiones' overall GF Score™ is 69/100 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 Empresa General de Inversiones (XPTY:EGIN), the current 1-Year Sharpe Ratio is 2.54 as of Jul. 12, 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 Empresa General de Inversiones (XPTY:EGIN) Overvalued in 2026?

Based on GuruFocus' analysis, Empresa General de Inversiones stock appears to be overvalued. The current stock price of $200.10 is trading 41.7% above its estimated GF Value™ of $141.17. GuruFocus considers Empresa General de Inversiones to be Significantly Overvalued.

Key valuation signals for XPTY:EGIN:

  • 1-Year Sharpe Ratio: 2.54
  • GF Value™: $141.17 vs. price of $200.10 (41.7% above fair value)
  • GF Score™: 69/100 with 6 warning signs

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

Empresa General de Inversiones Business Description

Address Building Torre Banco General, Aquilino de la, Guardia Street to 5th Avenue South B, Section 4592 Marbella, Panama, PAN, 5
Empresa General de Inversiones SA is engaged in the provision of banking and insurance services to individual and corporate customers. The company offers mortgage, commercial, consumer, and corporate loans; fixed term deposits; and consumer and corporate banking services. The company has five segments Banking and Financial Activities, Insurance and Reinsurance, Pension and Unemployment Funds, Petroleum, Share Holder, and the majority of its revenue is generated from Banking and Financial Activities.
69GF Score

Get the complete analysis for XPTY:EGIN

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

$200.10
Price
$141.17
GF Value