Wr Berkley Preferred Stock Performance
| WRB-PF Preferred Stock | USD 22.82 0.49 2.19% |
WR Berkley has a performance score of 2 on a scale of 0 to 100. The firm owns a Beta (Systematic Risk) of 0.13, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WR Berkley's returns are expected to increase less than the market. However, during the bear market, the loss of holding WR Berkley is expected to be smaller as well. WR Berkley at this moment owns a risk of 0.99%. Please check out WR Berkley sortino ratio, semi variance, and the relationship between the standard deviation and value at risk , to decide if WR Berkley will be following its current price history.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in WR Berkley are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable fundamental drivers, WR Berkley is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 2.4 B | |
| Free Cash Flow | 2.1 B |
WRB-PF |
WR Berkley Relative Risk vs. Return Landscape
If you would invest 2,241 in WR Berkley on September 3, 2024 and sell it today you would earn a total of 41.00 from holding WR Berkley or generate 1.83% return on investment over 90 days. WR Berkley is generating 0.0331% of daily returns assuming 0.9851% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than WR Berkley, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WR Berkley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WR Berkley's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as WR Berkley, and traders can use it to determine the average amount a WR Berkley'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 = 0.0336
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WRB-PF |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average WR Berkley is performing at about 2% 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 WR Berkley by adding it to a well-diversified portfolio.
WR Berkley Fundamentals Growth
WRB-PF Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of WR Berkley, and WR Berkley 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-PF Preferred Stock performance.
| Revenue | 9.46 B | ||||
| EBITDA | 1.56 B | ||||
| Cash Flow From Operations | 2.18 B | ||||
| Total Asset | 32.09 B | ||||
About WR Berkley Performance
By analyzing WR Berkley's fundamental ratios, stakeholders can gain valuable insights into WR Berkley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WR Berkley 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 WR Berkley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about WR Berkley performance evaluation
Checking the ongoing alerts about WR Berkley for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for WR Berkley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating WR Berkley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate WR Berkley's preferred stock performance include:- Analyzing WR Berkley'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 WR Berkley's stock is overvalued or undervalued compared to its peers.
- Examining WR Berkley'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 WR Berkley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WR Berkley's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WR Berkley's preferred stock. These opinions can provide insight into WR Berkley's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WRB-PF Preferred Stock analysis
When running WR Berkley's price analysis, check to measure WR Berkley'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 WR Berkley is operating at the current time. Most of WR Berkley's value examination focuses on studying past and present price action to predict the probability of WR Berkley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WR Berkley's price. Additionally, you may evaluate how the addition of WR Berkley to your portfolios can decrease your overall portfolio volatility.
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