Magellan Financial (Australia) Performance
| MFG Stock | 10.72 0.13 1.23% |
Magellan Financial has a performance score of 6 on a scale of 0 to 100. The company secures a Beta (Market Risk) of -0.42, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Magellan Financial are expected to decrease at a much lower rate. During the bear market, Magellan Financial is likely to outperform the market. Magellan Financial right now secures a risk of 2.12%. Please verify Magellan Financial Group standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Magellan Financial Group will be following its current price movements.
Risk-Adjusted Performance
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Magellan Financial Group are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak technical and fundamental indicators, Magellan Financial may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Forward Dividend Yield 0.0607 | Payout Ratio 0.525 | Last Split Factor 1.0924:1 | Forward Dividend Rate 0.65 | Ex Dividend Date 2024-08-20 |
1 | Analysis of GQG Partners, Magellan Financial Group, Coles Group - Finance News Network | 09/25/2024 |
2 | Top 3 Undervalued Small Caps On ASX With Insider Action In November 2024 - Yahoo Finance | 11/22/2024 |
| Begin Period Cash Flow | 373.4 M |
Magellan |
Magellan Financial Relative Risk vs. Return Landscape
If you would invest 974.00 in Magellan Financial Group on August 25, 2024 and sell it today you would earn a total of 98.00 from holding Magellan Financial Group or generate 10.06% return on investment over 90 days. Magellan Financial Group is generating 0.1673% of daily returns assuming 2.1155% volatility of returns over the 90 days investment horizon. Simply put, 18% of all stocks have less volatile historical return distribution than Magellan Financial, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Magellan Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Magellan Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Magellan Financial Group, and traders can use it to determine the average amount a Magellan Financial'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 = 0.0791
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Estimated Market Risk
| 2.12 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Magellan Financial is performing at about 6% of its full potential. 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 Magellan Financial by adding it to a well-diversified portfolio.
Magellan Financial Fundamentals Growth
Magellan Stock prices reflect investors' perceptions of the future prospects and financial health of Magellan Financial, and Magellan Financial 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 Magellan Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.15 | ||||
| Profit Margin | 0.63 % | ||||
| Operating Margin | 0.73 % | ||||
| Current Valuation | 1.62 B | ||||
| Shares Outstanding | 178.82 M | ||||
| Price To Book | 1.88 X | ||||
| Price To Sales | 5.06 X | ||||
| Revenue | 432.68 M | ||||
| Gross Profit | 461.43 M | ||||
| EBITDA | 332.9 M | ||||
| Net Income | 238.76 M | ||||
| Cash And Equivalents | 373.44 M | ||||
| Total Debt | 7.61 M | ||||
| Book Value Per Share | 5.64 X | ||||
| Cash Flow From Operations | 47.38 M | ||||
| Earnings Per Share | 1.32 X | ||||
| Total Asset | 1.09 B | ||||
| Retained Earnings | 131 K | ||||
About Magellan Financial Performance
Assessing Magellan Financial's fundamental ratios provides investors with valuable insights into Magellan Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Magellan Financial 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.
Magellan Financial is entity of Australia. It is traded as Stock on AU exchange.Things to note about Magellan Financial performance evaluation
Checking the ongoing alerts about Magellan Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Magellan Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Top 3 Undervalued Small Caps On ASX With Insider Action In November 2024 - Yahoo Finance |
- Analyzing Magellan Financial'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 Magellan Financial's stock is overvalued or undervalued compared to its peers.
- Examining Magellan Financial'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 Magellan Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Magellan Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Magellan Financial's stock. These opinions can provide insight into Magellan Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Magellan Stock Analysis
When running Magellan Financial's price analysis, check to measure Magellan Financial'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 Magellan Financial is operating at the current time. Most of Magellan Financial's value examination focuses on studying past and present price action to predict the probability of Magellan Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Magellan Financial's price. Additionally, you may evaluate how the addition of Magellan Financial to your portfolios can decrease your overall portfolio volatility.