Wolters Kluwer (UK) Performance
| 0NMU Stock | 147.53 2.25 1.50% |
The firm maintains a market beta of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wolters Kluwer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wolters Kluwer is expected to be smaller as well. At this point, Wolters Kluwer has a negative expected return of -0.13%. Please make sure to check out Wolters Kluwer's jensen alpha, treynor ratio, and the relationship between the standard deviation and total risk alpha , to decide if Wolters Kluwer performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wolters Kluwer has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
1 | Wolters Kluwer Nears 1B Milestone in Share Buyback Program with Latest 19.1M Repurchase - StockTitan | 12/12/2024 |
2 | Wolters Kluwer Releases Inaugural Report, the Future Ready Accountant, Highlighting Key Trends in the Global Tax Accounting Industry - Marketscreener.com | 01/14/2025 |
3 | Market Trends Shift As Wolters Kluwer And Zoom Prepare Earnings Reports - Evrim Aac | 02/20/2025 |
Wolters |
Wolters Kluwer Relative Risk vs. Return Landscape
If you would invest 16,145 in Wolters Kluwer on December 4, 2024 and sell it today you would lose (1,392) from holding Wolters Kluwer or give up 8.62% of portfolio value over 90 days. Wolters Kluwer is generating negative expected returns and assumes 1.7283% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Wolters, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wolters Kluwer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wolters Kluwer's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wolters Kluwer, and traders can use it to determine the average amount a Wolters Kluwer'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 = -0.0765
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| Negative Returns | 0NMU |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wolters Kluwer 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 Wolters Kluwer by adding Wolters Kluwer to a well-diversified portfolio.
Wolters Kluwer Fundamentals Growth
Wolters Stock prices reflect investors' perceptions of the future prospects and financial health of Wolters Kluwer, and Wolters Kluwer 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 Wolters Stock performance.
| Return On Equity | 0.66 | ||||
| Return On Asset | 0.0973 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.25 % | ||||
| Current Valuation | 37.56 B | ||||
| Revenue | 5.92 B | ||||
| Gross Profit | 4.29 B | ||||
| EBITDA | 1.93 B | ||||
| Net Income | 1.01 B | ||||
| Book Value Per Share | 6.59 X | ||||
| Cash Flow From Operations | 1.58 B | ||||
| Retained Earnings | 2.58 B | ||||
About Wolters Kluwer Performance
Assessing Wolters Kluwer's fundamental ratios provides investors with valuable insights into Wolters Kluwer's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Wolters Kluwer 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.
Wolters Kluwer is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Wolters Kluwer performance evaluation
Checking the ongoing alerts about Wolters Kluwer for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wolters Kluwer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wolters Kluwer generated a negative expected return over the last 90 days | |
| About 68.0% of the company shares are owned by institutions such as pension funds | |
| Latest headline from news.google.com: Market Trends Shift As Wolters Kluwer And Zoom Prepare Earnings Reports - Evrim Aac |
- Analyzing Wolters Kluwer'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 Wolters Kluwer's stock is overvalued or undervalued compared to its peers.
- Examining Wolters Kluwer'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 Wolters Kluwer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wolters Kluwer's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wolters Kluwer's stock. These opinions can provide insight into Wolters Kluwer's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Wolters Stock Analysis
When running Wolters Kluwer's price analysis, check to measure Wolters Kluwer'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 Wolters Kluwer is operating at the current time. Most of Wolters Kluwer's value examination focuses on studying past and present price action to predict the probability of Wolters Kluwer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wolters Kluwer's price. Additionally, you may evaluate how the addition of Wolters Kluwer to your portfolios can decrease your overall portfolio volatility.