Voltas (India) Performance
| VOLTAS Stock | 1,320 10.10 0.77% |
The entity has a beta of -0.6, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Voltas are expected to decrease at a much lower rate. During the bear market, Voltas is likely to outperform the market. At this point, Voltas Limited has a negative expected return of -0.35%. Please make sure to validate Voltas' potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Voltas Limited performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Voltas Limited has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unfluctuating performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Forward Dividend Yield 0.0042 | Payout Ratio 0.2539 | Last Split Factor 10:1 | Forward Dividend Rate 5.5 | Ex Dividend Date 2024-06-25 |
1 | Voltas Limiteds Price Is Out Of Tune With Revenues - Simply Wall St | 12/05/2024 |
2 | Voltas Limited Jefferies raises target price by 15 percent to INR2,030 - Marketscreener.com | 12/09/2024 |
3 | Voltas shares 0.56 percent as Sensex falls - Economic Times | 12/18/2024 |
4 | Voltas shares 2.02 percent as Sensex rises - MSN | 01/10/2025 |
5 | Voltas stock price 0.99 per cent as Sensex - MSN | 01/15/2025 |
6 | Voltas share price Plunges 11 percent as Q3 margins hit 10-year low, CEO to step down - BusinessLine | 01/29/2025 |
7 | Voltas Faces Market Challenges Amid Significant Stock Decline in February 2025 - MarketsMojo | 02/13/2025 |
8 | Stocks To Buy Cholamandalam Investment, Narayana Hrudayalaya, SRF, Tata Steel And Voltas - NDTV Profit | 02/27/2025 |
| Begin Period Cash Flow | 6.9 B |
Voltas |
Voltas Relative Risk vs. Return Landscape
If you would invest 168,980 in Voltas Limited on December 3, 2024 and sell it today you would lose (36,970) from holding Voltas Limited or give up 21.88% of portfolio value over 90 days. Voltas Limited is generating negative expected returns and assumes 3.1461% volatility on return distribution over the 90 days horizon. Simply put, 28% of stocks are less volatile than Voltas, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Voltas Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Voltas' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Voltas Limited, and traders can use it to determine the average amount a Voltas' 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 = -0.1106
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VOLTAS |
Estimated Market Risk
| 3.15 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Voltas 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 Voltas by adding Voltas to a well-diversified portfolio.
Voltas Fundamentals Growth
Voltas Stock prices reflect investors' perceptions of the future prospects and financial health of Voltas, and Voltas 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 Voltas Stock performance.
| Return On Equity | 0.0913 | ||||
| Return On Asset | 0.0445 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.06 % | ||||
| Current Valuation | 426.4 B | ||||
| Shares Outstanding | 330.88 M | ||||
| Price To Book | 6.96 X | ||||
| Price To Sales | 2.95 X | ||||
| Revenue | 124.81 B | ||||
| Gross Profit | 32.41 B | ||||
| EBITDA | 7.27 B | ||||
| Net Income | 2.52 B | ||||
| Cash And Equivalents | 2.39 B | ||||
| Total Debt | 7.44 B | ||||
| Book Value Per Share | 189.78 X | ||||
| Cash Flow From Operations | 7.62 B | ||||
| Earnings Per Share | 21.65 X | ||||
| Total Asset | 120.36 B | ||||
| Retained Earnings | 32.27 B | ||||
About Voltas Performance
By analyzing Voltas' fundamental ratios, stakeholders can gain valuable insights into Voltas' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Voltas has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Voltas has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Voltas is entity of India. It is traded as Stock on NSE exchange.Things to note about Voltas Limited performance evaluation
Checking the ongoing alerts about Voltas for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Voltas Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Voltas Limited generated a negative expected return over the last 90 days | |
| Voltas Limited has high historical volatility and very poor performance | |
| Voltas Limited is unlikely to experience financial distress in the next 2 years | |
| About 34.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Stocks To Buy Cholamandalam Investment, Narayana Hrudayalaya, SRF, Tata Steel And Voltas - NDTV Profit |
- Analyzing Voltas' 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 Voltas' stock is overvalued or undervalued compared to its peers.
- Examining Voltas' 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 Voltas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Voltas' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Voltas' stock. These opinions can provide insight into Voltas' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Voltas Stock analysis
When running Voltas' price analysis, check to measure Voltas' 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 Voltas is operating at the current time. Most of Voltas' value examination focuses on studying past and present price action to predict the probability of Voltas' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Voltas' price. Additionally, you may evaluate how the addition of Voltas to your portfolios can decrease your overall portfolio volatility.
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