Carlsberg (UK) Performance
| 0AI4 Stock | 738.30 17.50 2.43% |
The firm shows a Beta (market volatility) of 0.0909, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carlsberg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlsberg is expected to be smaller as well. At this point, Carlsberg AS B has a negative expected return of -0.0797%. Please make sure to confirm Carlsberg's jensen alpha, treynor ratio, value at risk, as well as the relationship between the total risk alpha and maximum drawdown , to decide if Carlsberg AS B 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 Carlsberg AS B has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Carlsberg 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 0.0248 | Payout Ratio 0.0243 | Last Split Factor 1302:1051 | Last Split Date 2008-05-22 |
1 | Barclays bearish on Carlsberg stock as beer dominance wanes in key regions - Investing.com UK | 11/15/2024 |
| Discontinued Operations | -8.1 B |
Carlsberg |
Carlsberg Relative Risk vs. Return Landscape
If you would invest 78,380 in Carlsberg AS B on August 27, 2024 and sell it today you would lose (4,550) from holding Carlsberg AS B or give up 5.81% of portfolio value over 90 days. Carlsberg AS B is generating negative expected returns and assumes 1.5766% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Carlsberg, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlsberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlsberg's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlsberg AS B, and traders can use it to determine the average amount a Carlsberg'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 = -0.0505
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| Negative Returns | 0AI4 |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlsberg 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 Carlsberg by adding Carlsberg to a well-diversified portfolio.
Carlsberg Fundamentals Growth
Carlsberg Stock prices reflect investors' perceptions of the future prospects and financial health of Carlsberg, and Carlsberg 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 Carlsberg Stock performance.
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.0561 | ||||
| Profit Margin | (0.54) % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 128.48 B | ||||
| Revenue | 74.56 B | ||||
| Gross Profit | 32.07 B | ||||
| EBITDA | 14.07 B | ||||
| Net Income | (40.79 B) | ||||
| Total Debt | 22.75 B | ||||
| Book Value Per Share | 160.19 X | ||||
| Cash Flow From Operations | 12.95 B | ||||
| Total Asset | 126.38 B | ||||
| Retained Earnings | 70.78 B | ||||
About Carlsberg Performance
Assessing Carlsberg's fundamental ratios provides investors with valuable insights into Carlsberg's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Carlsberg 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.
Carlsberg is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Carlsberg AS B performance evaluation
Checking the ongoing alerts about Carlsberg for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlsberg AS B help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlsberg AS B generated a negative expected return over the last 90 days | |
| The company reported the revenue of 74.56 B. Net Loss for the year was (40.79 B) with profit before overhead, payroll, taxes, and interest of 32.07 B. | |
| Latest headline from news.google.com: Barclays bearish on Carlsberg stock as beer dominance wanes in key regions - Investing.com UK |
- Analyzing Carlsberg'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 Carlsberg's stock is overvalued or undervalued compared to its peers.
- Examining Carlsberg'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 Carlsberg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlsberg's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlsberg's stock. These opinions can provide insight into Carlsberg's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carlsberg Stock Analysis
When running Carlsberg's price analysis, check to measure Carlsberg'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 Carlsberg is operating at the current time. Most of Carlsberg's value examination focuses on studying past and present price action to predict the probability of Carlsberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlsberg's price. Additionally, you may evaluate how the addition of Carlsberg to your portfolios can decrease your overall portfolio volatility.