Volkswagen (Germany) Performance
| VOW3 Stock | EUR 80.36 0.48 0.59% |
The entity has a beta of 0.086, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Volkswagen's returns are expected to increase less than the market. However, during the bear market, the loss of holding Volkswagen is expected to be smaller as well. At this point, Volkswagen AG has a negative expected return of -0.28%. Please make sure to validate Volkswagen's treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if Volkswagen AG 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 Volkswagen AG has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 33.4 B | |
| Total Cashflows From Investing Activities | -26.1 B | |
| Free Cash Flow | 20.1 B |
Volkswagen |
Volkswagen Relative Risk vs. Return Landscape
If you would invest 9,646 in Volkswagen AG on August 30, 2024 and sell it today you would lose (1,610) from holding Volkswagen AG or give up 16.69% of portfolio value over 90 days. Volkswagen AG is producing return of less than zero assuming 1.3926% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Volkswagen, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Volkswagen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Volkswagen's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Volkswagen AG, and traders can use it to determine the average amount a Volkswagen'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 = -0.1977
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| Negative Returns | VOW3 |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Volkswagen 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 Volkswagen by adding Volkswagen to a well-diversified portfolio.
Volkswagen Fundamentals Growth
Volkswagen Stock prices reflect investors' perceptions of the future prospects and financial health of Volkswagen, and Volkswagen 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 Volkswagen Stock performance.
| Return On Equity | 0.1 | |||
| Return On Asset | 0.027 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.09 % | |||
| Current Valuation | 201.15 B | |||
| Shares Outstanding | 206.2 M | |||
| Price To Earning | 5.52 X | |||
| Price To Book | 0.42 X | |||
| Price To Sales | 0.29 X | |||
| Revenue | 250.2 B | |||
| EBITDA | 49.43 B | |||
| Cash And Equivalents | 48.65 B | |||
| Cash Per Share | 97.04 X | |||
| Total Debt | 123.89 B | |||
| Debt To Equity | 1.48 % | |||
| Book Value Per Share | 352.03 X | |||
| Cash Flow From Operations | 38.63 B | |||
| Earnings Per Share | 32.70 X | |||
| Total Asset | 528.61 B | |||
About Volkswagen Performance
By analyzing Volkswagen's fundamental ratios, stakeholders can gain valuable insights into Volkswagen's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Volkswagen 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 Volkswagen has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Volkswagen AG manufactures and sells automobiles primarily in Europe, North America, South America, and the Asia-Pacific. Volkswagen AG operates as a subsidiary of Porsche Automobil Holding SE. VOLKSWAGEN operates under Auto Manufacturers classification in Germany and is traded on Frankfurt Stock Exchange. It employs 632825 people.Things to note about Volkswagen AG performance evaluation
Checking the ongoing alerts about Volkswagen for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Volkswagen AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Volkswagen AG generated a negative expected return over the last 90 days |
- Analyzing Volkswagen'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 Volkswagen's stock is overvalued or undervalued compared to its peers.
- Examining Volkswagen'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 Volkswagen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Volkswagen's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Volkswagen's stock. These opinions can provide insight into Volkswagen's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Volkswagen Stock analysis
When running Volkswagen's price analysis, check to measure Volkswagen'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 Volkswagen is operating at the current time. Most of Volkswagen's value examination focuses on studying past and present price action to predict the probability of Volkswagen's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Volkswagen's price. Additionally, you may evaluate how the addition of Volkswagen to your portfolios can decrease your overall portfolio volatility.
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