Wam Capital (Australia) Performance
| WAM Stock | 1.52 0.01 0.66% |
Wam Capital has a performance score of 1 on a scale of 0 to 100. The firm maintains a market beta of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wam Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wam Capital is expected to be smaller as well. Wam Capital right now maintains a risk of 0.62%. Please check out Wam Capital maximum drawdown, potential upside, kurtosis, as well as the relationship between the value at risk and skewness , to decide if Wam Capital will be following its historical returns.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Wam Capital are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable primary indicators, Wam Capital 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 0.1084 | Payout Ratio 0.8554 | Forward Dividend Rate 0.16 | Ex Dividend Date 2024-04-18 |
1 | 2 ASX growth shares this fund manager loves right now - The Motley Fool Australia | 10/09/2024 |
2 | WAM Capital Ltd. Shines with Strong Portfolio Performance - TipRanks | 11/20/2024 |
| Begin Period Cash Flow | 133.7 M |
Wam |
Wam Capital Relative Risk vs. Return Landscape
If you would invest 150.00 in Wam Capital on September 5, 2024 and sell it today you would earn a total of 1.00 from holding Wam Capital or generate 0.67% return on investment over 90 days. Wam Capital is generating 0.0121% of daily returns assuming 0.6216% volatility of returns over the 90 days investment horizon. Simply put, 5% of all stocks have less volatile historical return distribution than Wam Capital, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wam Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wam Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wam Capital, and traders can use it to determine the average amount a Wam Capital'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 = 0.0195
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WAM |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Wam Capital is performing at about 1% 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 Wam Capital by adding it to a well-diversified portfolio.
Wam Capital Fundamentals Growth
Wam Stock prices reflect investors' perceptions of the future prospects and financial health of Wam Capital, and Wam Capital 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 Wam Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0813 | ||||
| Profit Margin | 0.73 % | ||||
| Operating Margin | 0.98 % | ||||
| Current Valuation | (58.2 M) | ||||
| Shares Outstanding | 1.12 B | ||||
| Price To Book | 0.93 X | ||||
| Price To Sales | 6.17 X | ||||
| Revenue | 343.38 M | ||||
| Gross Profit | 222.1 M | ||||
| EBITDA | 319.37 M | ||||
| Net Income | 229.23 M | ||||
| Total Debt | 122.47 M | ||||
| Book Value Per Share | 1.62 X | ||||
| Cash Flow From Operations | 229.74 M | ||||
| Earnings Per Share | 0.21 X | ||||
| Total Asset | 1.93 B | ||||
| Retained Earnings | (539.7 M) | ||||
About Wam Capital Performance
Assessing Wam Capital's fundamental ratios provides investors with valuable insights into Wam Capital's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Wam Capital 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.
Wam Capital is entity of Australia. It is traded as Stock on AU exchange.Things to note about Wam Capital performance evaluation
Checking the ongoing alerts about Wam Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wam Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wam Capital may become a speculative penny stock | |
| Wam Capital is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: WAM Capital Ltd. Shines with Strong Portfolio Performance - TipRanks |
- Analyzing Wam Capital'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 Wam Capital's stock is overvalued or undervalued compared to its peers.
- Examining Wam Capital'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 Wam Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wam Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wam Capital's stock. These opinions can provide insight into Wam Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Wam Stock Analysis
When running Wam Capital's price analysis, check to measure Wam Capital'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 Wam Capital is operating at the current time. Most of Wam Capital's value examination focuses on studying past and present price action to predict the probability of Wam Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wam Capital's price. Additionally, you may evaluate how the addition of Wam Capital to your portfolios can decrease your overall portfolio volatility.