Biglari Holdings Inc. (BH)

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Biglari Holdings Inc. (BH) is up 1.1% since the beginning of the year. At $336 per share, BH is trading 30.5% below its 52-week high of $484. Investors who bought $1,000 worth of BH shares 5 years ago would now be looking at an investment worth $2,074.

Biglari Holdings Inc. (BH) has returned 1.07% so far this year and 18.91% over the past 12 months. Over the last ten years, BH has returned 1.70% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Feb 25, 1992, BH's average daily return is +0.06%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.

Historically, 51% of months were positive and 49% were negative. The best month was Apr 2009 with a return of +52.7%, while the worst month was Mar 2020 at -51.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BH closed higher 47% of trading days. The best single day was Mar 12, 2009 with a return of +27.9%, while the worst single day was Mar 18, 2020 at -30.7%.

Biglari Holdings Inc. has an annualized alpha of 6.49%, beta of 0.85, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since February 25, 1992.

• This stock participated in 102.37% of S&P 500 Index downside but only 87.50% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BH ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Biglari Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Biglari Holdings Inc. was 87.84%, occurring on Mar 20, 2020. Recovery took 1398 trading sessions.

The current Biglari Holdings Inc. drawdown is 29.55%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Biglari Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Biglari Holdings Inc. is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.