W R Berkley Stock Performance
| WRB Stock | USD 64.55 0.39 0.60% |
W R has a performance score of 6 on a scale of 0 to 100. The firm maintains a market beta of 0.93, which attests to possible diversification benefits within a given portfolio. W R returns are very sensitive to returns on the market. As the market goes up or down, W R is expected to follow. W R Berkley at this moment maintains a risk of 1.42%. Please check out W R Berkley downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to decide if W R Berkley will be following its historical returns.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in W R Berkley are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat inconsistent basic indicators, W R may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (0.60) | Five Day Return 0.031 | Year To Date Return 34.2 | Ten Year Return 317.53 | All Time Return 39.6 K |
Forward Dividend Yield 0.0048 | Payout Ratio 0.2456 | Last Split Factor 3:2 | Forward Dividend Rate 0.31 | Dividend Date 2024-09-30 |
| W R dividend paid on 30th of September 2024 | 09/30/2024 |
1 | Distinguished Programs and Berkley Program Specialists Partner for Community Associations DO and Crime Coverage | 10/09/2024 |
2 | 1000 Invested In This Stock 15 Years Ago Would Be Worth 8,400 Today | 10/21/2024 |
3 | These Analysts Increase Their Forecasts On WR Berkley After Q3 Results | 10/22/2024 |
4 | AlphaCentric Advisors LLC Buys 520 Shares of W. R. Berkley Co. | 11/06/2024 |
5 | Los Angeles Capital Management LLC Sells 29,010 Shares of W. R. Berkley Co. | 11/11/2024 |
6 | Entropy Technologies LP Takes Position in W. R. Berkley Co. | 11/14/2024 |
7 | Acquisition by Mark Shapiro of 2995 shares of W R subject to Rule 16b-3 | 11/18/2024 |
8 | Why Is W.R. Berkley Up 2.8 percent Since Last Earnings Report | 11/20/2024 |
9 | Goldman upgrades W.R. Berkley stocksees upside in strong ES pricing trends | 11/25/2024 |
10 | W. R. Berkley Pursues Market Revaluation with Tech Investments and 48.4 percent Undervaluation | 11/29/2024 |
| Begin Period Cash Flow | 1.4 B |
WRB |
W R Relative Risk vs. Return Landscape
If you would invest 6,017 in W R Berkley on September 3, 2024 and sell it today you would earn a total of 438.00 from holding W R Berkley or generate 7.28% return on investment over 90 days. W R Berkley is generating 0.1198% of daily returns assuming volatility of 1.422% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than WRB, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
W R Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for W R's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as W R Berkley, and traders can use it to determine the average amount a W R'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 = 0.0843
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | WRB | High Risk | Huge Risk |
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Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average W R 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 W R by adding it to a well-diversified portfolio.
W R Fundamentals Growth
WRB Stock prices reflect investors' perceptions of the future prospects and financial health of W R, and W R 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 WRB Stock performance.
| Return On Equity | 0.21 | |||
| Return On Asset | 0.036 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 25.9 B | |||
| Shares Outstanding | 381.07 M | |||
| Price To Earning | 16.21 X | |||
| Price To Book | 2.92 X | |||
| Price To Sales | 1.88 X | |||
| Revenue | 12.14 B | |||
| Gross Profit | 4.81 B | |||
| EBITDA | 1.86 B | |||
| Net Income | 1.38 B | |||
| Cash And Equivalents | 1.45 B | |||
| Cash Per Share | 8.65 X | |||
| Total Debt | 2.84 B | |||
| Debt To Equity | 0.48 % | |||
| Current Ratio | 0.42 X | |||
| Book Value Per Share | 22.11 X | |||
| Cash Flow From Operations | 2.93 B | |||
| Earnings Per Share | 3.90 X | |||
| Market Capitalization | 24.75 B | |||
| Total Asset | 32.91 B | |||
| Retained Earnings | 11.04 B | |||
About W R Performance
By analyzing W R's fundamental ratios, stakeholders can gain valuable insights into W R's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if W R 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 W R has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.7 K | -1.8 K | |
| Return On Tangible Assets | 0.04 | 0.03 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.19 | 0.10 |
Things to note about W R Berkley performance evaluation
Checking the ongoing alerts about W R for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for W R Berkley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| W R Berkley has 2.84 B in debt with debt to equity (D/E) ratio of 0.48, which is OK given its current industry classification. W R Berkley has a current ratio of 0.41, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for WRB to invest in growth at high rates of return. | |
| W R Berkley has a poor financial position based on the latest SEC disclosures | |
| About 69.0% of W R outstanding shares are owned by institutional investors | |
| Latest headline from kalkinemedia.com: W. R. Berkley Pursues Market Revaluation with Tech Investments and 48.4 percent Undervaluation |
- Analyzing W R'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 W R's stock is overvalued or undervalued compared to its peers.
- Examining W R'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 W R's management team can have a significant impact on its success or failure. Reviewing the track record and experience of W R's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of W R's stock. These opinions can provide insight into W R's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WRB Stock analysis
When running W R's price analysis, check to measure W R'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 W R is operating at the current time. Most of W R's value examination focuses on studying past and present price action to predict the probability of W R's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move W R's price. Additionally, you may evaluate how the addition of W R to your portfolios can decrease your overall portfolio volatility.
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