Vintage Wine Estates Performance
| VWEDelisted Stock | USD 0 0.0002 11.11% |
The entity has a beta of -3.94, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Vintage Wine are expected to decrease by larger amounts. On the other hand, during market turmoil, Vintage Wine is expected to outperform it. At this point, Vintage Wine Estates has a negative expected return of -0.29%. Please make sure to validate Vintage Wine's treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Vintage Wine Estates 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 Vintage Wine Estates has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in December 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
| Begin Period Cash Flow | 49.6 M |
Vintage |
Vintage Wine Relative Risk vs. Return Landscape
If you would invest 0.39 in Vintage Wine Estates on August 31, 2024 and sell it today you would lose (0.19) from holding Vintage Wine Estates or give up 48.72% of portfolio value over 90 days. Vintage Wine Estates is generating negative expected returns assuming volatility of 21.8407% on return distribution over 90 days investment horizon. In other words, majority of equities are less volatile than Vintage, and most equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vintage Wine Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vintage Wine's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Vintage Wine Estates, and traders can use it to determine the average amount a Vintage Wine'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 = -0.0131
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| Negative Returns | VWE |
Estimated Market Risk
| 21.84 actual daily | 96 96% of assets are less volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vintage Wine 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 Vintage Wine by adding Vintage Wine to a well-diversified portfolio.
Vintage Wine Fundamentals Growth
Vintage Stock prices reflect investors' perceptions of the future prospects and financial health of Vintage Wine, and Vintage Wine 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 Vintage Stock performance.
| Return On Equity | -0.91 | |||
| Return On Asset | -0.0857 | |||
| Profit Margin | (0.59) % | |||
| Operating Margin | (0.32) % | |||
| Current Valuation | 328.61 M | |||
| Shares Outstanding | 59.94 M | |||
| Price To Earning | 40.00 X | |||
| Price To Book | 0 X | |||
| Price To Sales | 0.01 X | |||
| Revenue | 283.23 M | |||
| EBITDA | (16.11 M) | |||
| Cash And Equivalents | 50.45 M | |||
| Cash Per Share | 0.82 X | |||
| Total Debt | 336.98 M | |||
| Debt To Equity | 1.00 % | |||
| Book Value Per Share | 1.43 X | |||
| Cash Flow From Operations | (8.41 M) | |||
| Earnings Per Share | (2.33) X | |||
| Total Asset | 561.15 M | |||
| Retained Earnings | (182.31 M) | |||
About Vintage Wine Performance
By analyzing Vintage Wine's fundamental ratios, stakeholders can gain valuable insights into Vintage Wine's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Vintage Wine 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 Vintage Wine has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Vintage Wine Estates, Inc. produces and sells wines and craft spirits in the United States, Canada, and internationally. The company was founded in 2019 and is headquartered in Incline Village, Nevada. Vintage Wine operates under BeveragesWineries Distilleries classification in the United States and is traded on NASDAQ Exchange. It employs 586 people.Things to note about Vintage Wine Estates performance evaluation
Checking the ongoing alerts about Vintage Wine for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Vintage Wine Estates help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vintage Wine Estates is not yet fully synchronised with the market data | |
| Vintage Wine Estates generated a negative expected return over the last 90 days | |
| Vintage Wine Estates has high historical volatility and very poor performance | |
| Vintage Wine Estates has some characteristics of a very speculative penny stock | |
| Vintage Wine Estates has a very high chance of going through financial distress in the upcoming years | |
| The company reported the last year's revenue of 283.23 M. Reported Net Loss for the year was (190.23 M) with profit before taxes, overhead, and interest of 85.18 M. | |
| Vintage Wine Estates has about 50.45 M in cash with (8.41 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.82, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 51.0% of the company outstanding shares are owned by insiders |
- Analyzing Vintage Wine'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 Vintage Wine's stock is overvalued or undervalued compared to its peers.
- Examining Vintage Wine'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 Vintage Wine's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vintage Wine's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Vintage Wine's stock. These opinions can provide insight into Vintage Wine's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in Vintage Stock
If you are still planning to invest in Vintage Wine Estates check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Vintage Wine's history and understand the potential risks before investing.
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