Baillie Gifford (UK) Performance
| BGEU Stock | 86.50 0.20 0.23% |
The firm shows a Beta (market volatility) of 0.0661, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baillie Gifford's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baillie Gifford is expected to be smaller as well. At this point, Baillie Gifford European has a negative expected return of -0.0979%. Please make sure to confirm Baillie Gifford's jensen alpha, treynor ratio, and the relationship between the information ratio and total risk alpha , to decide if Baillie Gifford European 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 Baillie Gifford European has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Baillie Gifford 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 0.0047 | Last Split Factor 10:1 | Ex Dividend Date 2024-01-04 | Last Split Date 2021-02-01 |
1 | Baillie Gifford European Growth Trust Acquires Own Shares - TipRanks | 10/29/2024 |
2 | Baillie Gifford European Growth Trust plc Plans Dividend Increase - GBX 0.60 Per Share - MarketBeat | 11/26/2024 |
3 | Baillie Gifford European Growth Trust Adjusts Treasury Shareholdings - TipRanks | 12/11/2024 |
| Begin Period Cash Flow | 907 K | |
| Price Earnings Ratio | 6.6692 | |
| Free Cash Flow | 590 K |
Baillie |
Baillie Gifford Relative Risk vs. Return Landscape
If you would invest 9,230 in Baillie Gifford European on September 19, 2024 and sell it today you would lose (580.00) from holding Baillie Gifford European or give up 6.28% of portfolio value over 90 days. Baillie Gifford European is generating negative expected returns and assumes 0.8372% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Baillie, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Baillie Gifford Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baillie Gifford's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Baillie Gifford European, and traders can use it to determine the average amount a Baillie Gifford'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 = -0.1169
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| Negative Returns | BGEU |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baillie Gifford 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 Baillie Gifford by adding Baillie Gifford to a well-diversified portfolio.
Baillie Gifford Fundamentals Growth
Baillie Stock prices reflect investors' perceptions of the future prospects and financial health of Baillie Gifford, and Baillie Gifford 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 Baillie Stock performance.
| Return On Equity | 0.0644 | ||||
| Return On Asset | 0.0349 | ||||
| Profit Margin | 0.92 % | ||||
| Operating Margin | 0.98 % | ||||
| Current Valuation | 348.87 M | ||||
| Shares Outstanding | 349.81 M | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 6.51 X | ||||
| Revenue | 47.36 M | ||||
| Gross Profit | (237.53 M) | ||||
| EBITDA | 21.05 M | ||||
| Net Income | 46.73 M | ||||
| Total Debt | 50.73 M | ||||
| Book Value Per Share | 1.12 X | ||||
| Cash Flow From Operations | 590 K | ||||
| Earnings Per Share | 0.07 X | ||||
| Total Asset | 417.16 M | ||||
| Retained Earnings | 7.31 M | ||||
About Baillie Gifford Performance
Assessing Baillie Gifford's fundamental ratios provides investors with valuable insights into Baillie Gifford's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Baillie Gifford 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.
Baillie Gifford is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Baillie Gifford European performance evaluation
Checking the ongoing alerts about Baillie Gifford for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Baillie Gifford European help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baillie Gifford generated a negative expected return over the last 90 days | |
| About 56.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Baillie Gifford European Growth Trust Adjusts Treasury Shareholdings - TipRanks |
- Analyzing Baillie Gifford'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 Baillie Gifford's stock is overvalued or undervalued compared to its peers.
- Examining Baillie Gifford'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 Baillie Gifford's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baillie Gifford's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Baillie Gifford's stock. These opinions can provide insight into Baillie Gifford's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Baillie Stock Analysis
When running Baillie Gifford's price analysis, check to measure Baillie Gifford'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 Baillie Gifford is operating at the current time. Most of Baillie Gifford's value examination focuses on studying past and present price action to predict the probability of Baillie Gifford's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baillie Gifford's price. Additionally, you may evaluate how the addition of Baillie Gifford to your portfolios can decrease your overall portfolio volatility.