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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-08-06), Concepcion Industrial's 3-Year Sortino Ratio is -0.98.
Concepcion Industrial (PHS:CIC) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. 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.
Concepcion Industrial 3-Year Sortino Ratio Related Terms
PHS:CIC vs AAPL: 3-Year Sortino Ratio Comparison
For the Consumer Electronics subindustry, Concepcion Industrial's 3-Year Sortino Ratio, along with its competitors' market caps and 3-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.
Concepcion Industrial 3-Year Sortino Ratio vs Hardware Industry
For the Hardware industry and Technology sector, Concepcion Industrial's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Concepcion Industrial's 3-Year Sortino Ratio falls into.
Concepcion Industrial 3-Year Sortino Ratio Calculation
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three 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.
Concepcion Industrial (PHS:CIC) has a 3-Year Sortino Ratio of -0.98 as of Aug. 06, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Concepcion Industrial and its competitors.
Is Concepcion Industrial's 3-Year Sortino Ratio too high?
Concepcion Industrial's current 3-Year Sortino Ratio is -0.98. Overall, Concepcion Industrial has a GF Score™ of 76/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Concepcion Industrial's 3-Year Sortino Ratio compare to AAPL?
Concepcion Industrial's 3-Year Sortino Ratio of -0.98 can be compared against companies in the Hardware industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a Hardware company?
A good 3-Year Sortino Ratio depends on the Hardware industry context. However, 3-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 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Concepcion Industrial and its competitors. Concepcion Industrial's current 3-Year Sortino Ratio is -0.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Concepcion Industrial stock overvalued right now?
Based on GuruFocus' analysis, Concepcion Industrial (PHS:CIC) is currently considered Modestly Undervalued. The stock's GF Value™ is ₱14.86, compared to a current price of ₱10.98 — trading 26.1% below its estimated fair value. The current 3-Year Sortino Ratio is -0.98. Concepcion Industrial's overall GF Score™ is 76/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For Concepcion Industrial (PHS:CIC), the current 3-Year Sortino Ratio is -0.98 as of Aug. 06, 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 Concepcion Industrial (PHS:CIC) Overvalued in 2026?
Based on GuruFocus' analysis, Concepcion Industrial stock appears to be undervalued.
The current stock price of ₱10.98 is trading 26.1% below its estimated GF Value™ of ₱14.86.
GuruFocus considers Concepcion Industrial to be Modestly Undervalued.
Key valuation signals for PHS:CIC:
3-Year Sortino Ratio: -0.98
GF Value™: ₱14.86 vs. price of ₱10.98 (26.1% below fair value)
No single metric tells the full story. See the PHS:CIC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Concepcion Industrial Corp, through its subsidiaries, is engaged in supplying residential and commercial solutions, such as air conditioning equipment, refrigerators, laundry, kitchen and small domestic appliances, and elevators and escalators. The segments of the group are consumer business, commercial business, and Others. Key revenue is generated from Consumer business segment which include products and related services include HVAC for consumer use, domestic refrigeration products, laundry, kitchen and small domestic appliances. The company generates revenues from sales of its air conditioning units and refrigeration units through its subsidiaries CCAC and CDI.
76GF Score
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