The 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past year. As of today (2026-07-09), Burkhalter Holding AG's 1-Year Sortino Ratio is 0.99.
Burkhalter Holding AG (LTS:0QO2) 1-Year Sortino Ratio Explanation
The 1-Year Sortino 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 the standard deviation of negative returns 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.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
Burkhalter Holding AG 1-Year Sortino Ratio Related Terms
LTS:0QO2 vs PWR, FIX, EME: 1-Year Sortino Ratio Comparison
For the Engineering & Construction subindustry, Burkhalter Holding AG's 1-Year Sortino Ratio, along with its competitors' market caps and 1-Year Sortino 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.
Burkhalter Holding AG 1-Year Sortino Ratio vs Construction Industry
For the Construction industry and Industrials sector, Burkhalter Holding AG's 1-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Burkhalter Holding AG's 1-Year Sortino Ratio falls into.
Burkhalter Holding AG 1-Year Sortino Ratio Calculation
The 1-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio over the past year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 1-Year Sortino 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 downside risks over one year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
Burkhalter Holding AG (LTS:0QO2) has a 1-Year Sortino Ratio of 0.99 as of Jul. 09, 2026. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for Burkhalter Holding AG and its competitors.
Is Burkhalter Holding AG's 1-Year Sortino Ratio too high?
Burkhalter Holding AG's current 1-Year Sortino Ratio is 0.99. Overall, Burkhalter Holding AG has a GF Score™ of 83/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Burkhalter Holding AG's 1-Year Sortino Ratio compare to PWR and FIX?
Burkhalter Holding AG's 1-Year Sortino Ratio of 0.99 can be compared against companies in the Construction 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 Sortino Ratio for a Construction company?
A good 1-Year Sortino Ratio depends on the Construction industry context. However, 1-Year Sortino 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 Sortino Ratio mean?
A high 1-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for Burkhalter Holding AG and its competitors. Burkhalter Holding AG's current 1-Year Sortino Ratio is 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Burkhalter Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Burkhalter Holding AG (LTS:0QO2) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF106.37, compared to a current price of CHF148.29 — trading 39.4% above its estimated fair value. The current 1-Year Sortino Ratio is 0.99. Burkhalter Holding AG's overall GF Score™ is 83/100 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 Sortino Ratio calculated?
1-Year Sortino Ratio is calculated from a company's financial statements. For Burkhalter Holding AG (LTS:0QO2), the current 1-Year Sortino Ratio is 0.99 as of Jul. 09, 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 Burkhalter Holding AG (LTS:0QO2) Overvalued in 2026?
Based on GuruFocus' analysis, Burkhalter Holding AG stock appears to be overvalued.
The current stock price of CHF148.29 is trading 39.4% above its estimated GF Value™ of CHF106.37.
GuruFocus considers Burkhalter Holding AG to be Significantly Overvalued.
Key valuation signals for LTS:0QO2:
1-Year Sortino Ratio: 0.99
GF Value™: CHF106.37 vs. price of CHF148.29 (39.4% above fair value)
No single metric tells the full story. See the LTS:0QO2 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Burkhalter Holding AG is a Switzerland-based company which provides electrical engineering services to the construction sector comprising residential and non-residential buildings as well as infrastructure facilities. It provides electrical engineering services at the place of a power station and includes all processes up to and including the regulation of electrical installations and end user machines for buildings. The company's products and services include installations, switchboards, maintenance and repairs, telematics, wiring, cabling, building automation, control & regulation systems and technical security solutions. It undertakes installations and implements systems for high and low voltage equipment in industrial, commercial, non-residential and residential properties.
83GF Score
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