Biglari Holdings Inc (BH-A)

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Biglari Holdings Inc (BH-A) is down 0.5% since the beginning of the year. At $1,732 per share, BH-A is trading 31.1% below its 52-week high of $2,513. Investors who bought $1,000 worth of BH-A shares 5 years ago would now be looking at an investment worth $2,139.

Biglari Holdings Inc (BH-A) has returned -0.46% so far this year and 24.69% over the past 12 months.

Based on dividend-adjusted daily data since May 1, 2018, BH-A's average daily return is +0.06%, while the average monthly return is +1.40%. At this rate, an investment would double in approximately 4.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was Aug 2020 with a return of +47.2%, while the worst month was Mar 2020 at -50.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BH-A closed higher 43% of trading days. The best single day was Mar 1, 2021 with a return of +23.8%, while the worst single day was Mar 18, 2020 at -20.1%.

Biglari Holdings Inc has an annualized alpha of 8.43%, beta of 0.56, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since May 01, 2018.

• This stock participated in 120.37% of S&P 500 Index downside but only 89.43% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.56 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 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-A ranks 56 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 77.48%, occurring on May 15, 2020. Recovery took 1154 trading sessions.

The current Biglari Holdings Inc drawdown is 29.68%.

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.