Party City Holdco Inc chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share N/A
Dividend & YieldN/A$ (N/A)
Beta N/A
Market capitalization N/A
Operating cash flow N/A
ESG Scores unknown

Company description

Sector: N/A - Industry: N/A

Financial Ratios
Quick Ratio0.45
Working Capital-0.05
Return On Equity-0.08
Debt To Equity16.2
Fixed Asset Ratio0.19
Fixed Interest Cover1.11

Financial data

Financial Statements

Cashflow Statement
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Change To Account Receivables
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Change To Netincome
Capital Expenditures

Income Statement
Research Development
Income Before Tax
Net Income
Selling General Administrative
Gross Profit
Ebit
Operating Income
Interest Expense
Income Tax Expense
Total Revenue
Cost Of Revenue
Total Other Income ExpenseNet
Net Income From Continuing Ops
Net Income Applicable To Common Shares

Balance Sheet Statement
Total Liabilities
Total Stockholder Equity
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Total Assets
Common Stock
Other Current Assets
Retained Earnings
Treasury Stock
Cash
Total Current Liabilities
Other Stockholder Equity
Property, Plant, and Equipment
Total Current Assets
Net Tangible Assets
Net Receivables
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to Party City Holdco Inc:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Party City Holdco Inc. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Party City Holdco Inc

Here is the result of two systematic investment strategies applied to Party City Holdco Inc. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Party City Holdco Inc

The following chart shows the equity curve of the two systematic investment strategies applied to Party City Holdco Inc:

Party City Holdco Inc automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 121.59% on the backtest period.

Performance at glance

Performance

121.59 %

Latent gain

2736.76 $

Invested capital

2250.74 $

Annualized return

29.37 %
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Momentum strategy results on Party City Holdco Inc

This is the result of two momentum investment strategies applied to Party City Holdco Inc. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Party City Holdco Inc

The following chart shows all the entries opened by the momentum investment system on Party City Holdco Inc:

Party City Holdco Inc momentum entries
  • The first momentum investment strategy would give 152.11% of return on Party City Holdco Inc. That represents 7226.96$ of latent gain with 4751.02$ of employed capital.
  • The second momentum investment strategy would give 278.45% of return on Party City Holdco Inc. That represents 7632.84$ of latent gain with 2741.16$ of employed capital.
Performance at glance (1Q Momentum)

Performance

152.11 %

Latent gain

7226.96 $

Invested capital

4751.02 $

Annualized return

32.81 %
Performance at glance (2Q Momentum)

Performance

278.45 %

Latent gain

7632.84 $

Invested capital

2741.16 $

Annualized return

76.08 %

Momentum equity curve on Party City Holdco Inc

The following chart shows the equity curve of the two momentum strategies applied to Party City Holdco Inc:

Party City Holdco Inc momentum equity

Note: the dividends potentially given by Party City Holdco Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Party City Holdco Inc

The following chart shows the employed capital evolution of the two momentum strategies on Party City Holdco Inc since the beginning:

Party City Holdco Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Party City Holdco Inc

Buy the dip entry openings on Party City Holdco Inc

Party City Holdco Inc

The performance achieved by the robo-advisor on Party City Holdco Inc is 70.22%. That represents 704.45$ of latent gain with 1003.27$ of employed capital. The following chart shows Party City Holdco Inc stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Party City Holdco Inc, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

70.22 %

Latent gain

704.45 $

Invested capital

1003.27 $

Annualized return

32.81 %

Equity curve of the strategy applied to Party City Holdco Inc

The following chart shows the result of the investment strategy applied to Party City Holdco Inc:

Party City Holdco Inc

Note: the dividends potentially given by Party City Holdco Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Party City Holdco Inc

The following chart shows the employed capital evolution since the beginning of the investment strategy on Party City Holdco Inc:

Party City Holdco Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Party City Holdco Inc

In this section, I will compare the three previous investment strategies applied to Party City Holdco Inc.

Equity curve comparison on Party City Holdco Inc

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Party City Holdco Inc investment strategy comparison

Employed capital comparison on Party City Holdco Inc

Party City Holdco Inc investment comparison

Performance comparison on Party City Holdco Inc

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 121.59% 2736.76$ 2250.74$ 29.37%
Momentum 1 quarter 152.11% 7226.96$ 4751.02$ 39.0%
Momentum 2 quarters 278.45% 7632.84$ 2741.16$ 76.08%
Non-directional 70.22% 704.45$ 1003.27$ 32.81%
Annualized return comparison

Automatic investment

29.37 %

Momentum 1Q

76.08 %

Momentum 2Q

76.08 %

Non-directional

32.81 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Party City Holdco Inc:

Positive correlations

Most correlated stocks this year

  • Party City Holdco Inc

  • Most correlated stocks last 3 months

  • Investors Title Company
  • Waterstone Financial Inc
  • CHINA 33MEDIA
  • Cambridge Bancorp
  • Great Elm Capital Corp
  • Organogenesis Holdings Inc - Class A
  • Signet Jewelers Ltd
  • American National Bankshares Inc
  • Northrim Bancorp Inc
  • HNI Corp
  • Preformed Line Products Company
  • NL Industries Inc
  • Party City Holdco Inc
  • National Cinemedia Inc
  • BlackRock Capital Investment Corp
  • Merchants Bancorp
  • Northwest Bancshares Inc
  • Live Oak Bancshares Inc
  • Peapack-Gladstone Financial Corp
  • H&R Block Inc
  • South Jersey Industries Inc
  • Crown Crafts Inc
  • CNO Financial Group Inc
  • Dave & Buster`s Entertainment Inc
  • Designer Brands Inc - Class A
  • Entravision Communications Corp - Class A
  • Invacare Corp
  • Tenneco Inc - Class A
  • Evogene Ltd
  • Service Properties Trust
  • Ebix Inc
  • Extreme Networks Inc
  • Cadence Bancorporation - Class A
  • Carlisle Companies Inc
  • Albany International Corp - Class A
  • OneMain Holdings Inc
  • Watts Water Technologies Inc - Class A
  • Southern First Bancshares Inc
  • Pathward Financial Inc
  • Synchrony Financial
  • EchoStar Corp - Class A
  • Ryman Hospitality Properties Inc
  • U.S. Silica Holdings Inc
  • Helix Energy Solutions Group Inc
  • Ducommun Inc
  • EDAP TMS S.A.
  • Dillard`s Inc - Class A
  • Select Energy Services Inc - Class A
  • First Northwest Bancorp
  • Cumulus Media Inc - Class A
  • Southern Missouri Bancorp Inc
  • Estee Lauder Cos. Inc - Class A
  • THARISA PLC ORD USD0.001 (DI)
  • Golden Entertainment Inc
  • Avid Technology Inc
  • PlayAGS Inc
  • Golar Lng
  • Global X SuperDividend REIT ETF
  • UBS AG London Branch
  • Sysco Corp
  • iStar Inc
  • Glaukos Corporation
  • Grupo Aeroportuario Del Pacifico SAB de CV
  • PARK LAWN CORPORATION

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between Party City Holdco Inc and the other stocks. There may be false positives or some missing correlated stocks. If the price of Party City Holdco Inc does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Party City Holdco Inc
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange XNYS
    Ticker PRTY
    Market www.nyse.com

    Party City Holdco Inc ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown