Dassault Aviation (UK) Performance
| 0IAX Stock | 187.70 1.35 0.71% |
The firm shows a Beta (market volatility) of 0.0974, which means not very significant fluctuations relative to the market. As returns on the market increase, Dassault Aviation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dassault Aviation is expected to be smaller as well. At this point, Dassault Aviation has a negative expected return of -0.0532%. Please make sure to confirm Dassault Aviation's jensen alpha, treynor ratio, value at risk, as well as the relationship between the total risk alpha and maximum drawdown , to decide if Dassault Aviation performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Dassault Aviation SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Dassault Aviation is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0163 | Last Split Factor 10:1 | Last Split Date 2021-09-29 |
Dassault |
Dassault Aviation Relative Risk vs. Return Landscape
If you would invest 19,590 in Dassault Aviation SA on September 1, 2024 and sell it today you would lose (820.00) from holding Dassault Aviation SA or give up 4.19% of portfolio value over 90 days. Dassault Aviation SA is generating negative expected returns and assumes 1.5362% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Dassault, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Dassault Aviation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dassault Aviation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Dassault Aviation SA, and traders can use it to determine the average amount a Dassault Aviation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0346
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| Negative Returns | 0IAX |
Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dassault Aviation is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dassault Aviation by adding Dassault Aviation to a well-diversified portfolio.
Dassault Aviation Fundamentals Growth
Dassault Stock prices reflect investors' perceptions of the future prospects and financial health of Dassault Aviation, and Dassault Aviation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dassault Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0088 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.06 % | ||||
| Current Valuation | 6.11 B | ||||
| Shares Outstanding | 8.31 M | ||||
| Price To Sales | 0.23 X | ||||
| Revenue | 5.2 B | ||||
| Gross Profit | 6.95 B | ||||
| EBITDA | 495.92 M | ||||
| Net Income | 716.23 M | ||||
| Book Value Per Share | 75.45 X | ||||
| Cash Flow From Operations | 5.11 B | ||||
| Earnings Per Share | 7.28 X | ||||
About Dassault Aviation Performance
Assessing Dassault Aviation's fundamental ratios provides investors with valuable insights into Dassault Aviation's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Dassault Aviation is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Dassault Aviation is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Dassault Aviation performance evaluation
Checking the ongoing alerts about Dassault Aviation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Dassault Aviation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dassault Aviation generated a negative expected return over the last 90 days | |
| Dassault Aviation is unlikely to experience financial distress in the next 2 years | |
| About 77.0% of the company shares are owned by insiders or employees |
- Analyzing Dassault Aviation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dassault Aviation's stock is overvalued or undervalued compared to its peers.
- Examining Dassault Aviation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dassault Aviation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dassault Aviation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Dassault Aviation's stock. These opinions can provide insight into Dassault Aviation's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Dassault Stock Analysis
When running Dassault Aviation's price analysis, check to measure Dassault Aviation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dassault Aviation is operating at the current time. Most of Dassault Aviation's value examination focuses on studying past and present price action to predict the probability of Dassault Aviation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dassault Aviation's price. Additionally, you may evaluate how the addition of Dassault Aviation to your portfolios can decrease your overall portfolio volatility.