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Shreyas Patel CFA Profile - UBS Analyst
102 Followers
Shreyas Patel CFA UBS
Wall Street Analyst
Success Rate
65 out of 100 ratings made a profit
Average Return
+9.50%
Average return per rating
Time Frame
Compare to
Copying Shreyas Patel CFA's trades since 2020 and holding each position for 1 Year would result in 65.00% of your transactions generating a profit, with an average return of 9.5% per rating.
Stock Rating Distribution
46.52% Hold
41.03% Buy
12.45% Sell
Distribution of Shreyas Patel CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
Stock:
Rating:Buy
Date:Oct 10, 2023 - Oct 10, 2024
Return:+108.60%
The most profitable rating made by Shreyas Patel CFA
Shreyas Patel CFA's Stock Coverage
QBE Insurance Group Limited
Aug 14, 2020
Buy
Reiterated
AU$12.30
(-37.37% Downside)
1Ratings
+18.40%
Link Administration Holdings Ltd.
Aug 28, 2020
Buy
Reiterated
$4.80
(113.33% Upside)
1Ratings
+7.50%
NIB Holdings Ltd
Jan 13, 2021
Hold
Reiterated
AU$6.15
(-13.01% Downside)
10Ratings
―
0.00%
Computershare Limited
Jan 28, 2021
Hold
Downgraded
AU$15.00
(-56.88% Downside)
1Ratings
―
0.00%
ASX
Jan 29, 2021
Sell
Reiterated
AU$66.00
(14.82% Upside)
2Ratings
-2.90%
Medibank Private
Aug 26, 2021
Hold
Reiterated
AU$3.50
(-26.32% Downside)
12Ratings
―
0.00%
Insurance Australia Group Limited
Nov 03, 2021
Hold
Upgraded
AU$5.35
(-30.70% Downside)
12Ratings
―
0.00%
Suncorp Group
Nov 05, 2021
Buy
Reiterated
AU$13.85
(-25.90% Downside)
15Ratings
+9.93%
Pendal Group Limited
Jan 17, 2022
Buy
Reiterated
―
2Ratings
-16.75%
PSC Insurance Group Ltd.
May 17, 2024
Hold
Downgraded
$6.19
(0.08% Upside)
4Ratings
+28.40%
List of latest recommendations made by Shreyas Patel CFA. Click to expand and see Shreyas Patel CFA's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Shreyas Patel CFA activity FAQ
What is the performance of Shreyas Patel CFA's recommendations?
The percentage of profitable recommendations made by Shreyas Patel CFA is 65%, and the average return per transaction is 9.50%.
What stocks does Shreyas Patel CFA cover?
What was Shreyas Patel CFA's most profitable rating?
Shreyas Patel CFA’s most profitable ratings was a buy on AU:GQG stock on Oct 10, 2023 - Oct 10, 2024. The return on the trade was +108.60%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here