Liontrust Asset (UK) Buy Hold or Sell Recommendation
| LIO Stock | 472.00 12.00 2.61% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Liontrust Asset Management is 'Hold'. Macroaxis provides Liontrust Asset buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LIO positions.
Check out Liontrust Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Liontrust and provide practical buy, sell, or hold advice based on investors' constraints. Liontrust Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Liontrust |
Execute Liontrust Asset Buy or Sell Advice
The Liontrust recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Liontrust Asset Management. Macroaxis does not own or have any residual interests in Liontrust Asset Management or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Liontrust Asset's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Liontrust Asset Trading Alerts and Improvement Suggestions
| Liontrust Asset Mana generated a negative expected return over the last 90 days | |
| The company reported the revenue of 197.89 M. Net Loss for the year was (3.49 M) with profit before overhead, payroll, taxes, and interest of 229.77 M. | |
| Latest headline from news.google.com: TFG Asset Management Boosts Stake in Liontrust - MSN |
Liontrust Asset Returns Distribution Density
The distribution of Liontrust Asset's historical returns is an attempt to chart the uncertainty of Liontrust Asset's future price movements. The chart of the probability distribution of Liontrust Asset daily returns describes the distribution of returns around its average expected value. We use Liontrust Asset Management price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Liontrust Asset returns is essential to provide solid investment advice for Liontrust Asset.
| Mean Return | -0.48 | Value At Risk | -3.59 | Potential Upside | 2.99 | Standard Deviation | 2.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Liontrust Asset historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Liontrust Asset Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 4.7M | 31.6M | 49.0M | 185K | (16.7M) | (15.9M) | |
| Free Cash Flow | (174K) | (254K) | 11.6M | (253K) | 28.1M | 29.5M | |
| Depreciation | 5.4M | 7.4M | 12.1M | 31.5M | 14.1M | 14.8M | |
| Other Non Cash Items | (18.4M) | (35.1M) | (71.3M) | (29.6M) | 16.4M | 17.3M | |
| Capital Expenditures | 174K | 254K | 507K | 253K | 142K | 134.9K | |
| Net Income | 13.0M | 27.7M | 59.2M | 39.3M | (3.5M) | (3.3M) | |
| End Period Cash Flow | 40.3M | 71.9M | 120.9M | 121.0M | 104.3M | 109.5M | |
| Dividends Paid | 14.9M | 21.1M | 35.2M | 46.1M | 46.2M | 48.5M | |
| Investments | (119K) | (117K) | (2.5M) | 11.3M | 2.8M | 2.9M | |
| Change To Netincome | 2.6M | 6.8M | 22.3M | 43.4M | 49.9M | 52.4M |
Liontrust Asset Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Liontrust Asset or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Liontrust Asset's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Liontrust stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.55 | |
β | Beta against Dow Jones | 0.54 | |
σ | Overall volatility | 2.42 | |
Ir | Information ratio | -0.26 |
Liontrust Asset Volatility Alert
Liontrust Asset Management exhibits very low volatility with skewness of 1.22 and kurtosis of 4.36. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Liontrust Asset's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Liontrust Asset's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Liontrust Asset Fundamentals Vs Peers
Comparing Liontrust Asset's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Liontrust Asset's direct or indirect competition across all of the common fundamentals between Liontrust Asset and the related equities. This way, we can detect undervalued stocks with similar characteristics as Liontrust Asset or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Liontrust Asset's fundamental indicators could also be used in its relative valuation, which is a method of valuing Liontrust Asset by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Liontrust Asset to competition |
| Fundamentals | Liontrust Asset | Peer Average |
| Return On Equity | -0.0178 | -0.31 |
| Return On Asset | 0.0502 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | 0.50 % | (5.51) % |
| Current Valuation | 201.23 M | 16.62 B |
| Shares Outstanding | 63.91 M | 571.82 M |
| Shares Owned By Insiders | 11.79 % | 10.09 % |
| Shares Owned By Institutions | 51.09 % | 39.21 % |
| Price To Book | 1.98 X | 9.51 X |
| Price To Sales | 1.49 X | 11.42 X |
| Revenue | 197.89 M | 9.43 B |
| Gross Profit | 229.77 M | 27.38 B |
| EBITDA | 13.56 M | 3.9 B |
| Net Income | (3.49 M) | 570.98 M |
| Total Debt | 2.54 M | 5.32 B |
| Book Value Per Share | 2.68 X | 1.93 K |
| Cash Flow From Operations | 28.21 M | 971.22 M |
| Earnings Per Share | 0.23 X | 3.12 X |
| Target Price | 742.0 | |
| Number Of Employees | 213 | 18.84 K |
| Beta | 1.36 | -0.15 |
| Market Capitalization | 293.97 M | 19.03 B |
| Total Asset | 426.36 M | 29.47 B |
| Retained Earnings | 183.46 M | 9.33 B |
| Working Capital | 100.7 M | 1.48 B |
| Annual Yield | 0.17 % | |
| Net Asset | 426.36 M |
Liontrust Asset Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Liontrust . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Liontrust Asset Buy or Sell Advice
When is the right time to buy or sell Liontrust Asset Management? Buying financial instruments such as Liontrust Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
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Other Information on Investing in Liontrust Stock
Liontrust Asset financial ratios help investors to determine whether Liontrust Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Liontrust with respect to the benefits of owning Liontrust Asset security.