Liontrust Asset (UK) Performance
| LIO Stock | 451.00 34.50 8.28% |
The company secures a Beta (Market Risk) of 0.49, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Liontrust Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Liontrust Asset is expected to be smaller as well. At this point, Liontrust Asset Mana has a negative expected return of -0.52%. Please make sure to verify Liontrust Asset's maximum drawdown, kurtosis, day median price, as well as the relationship between the potential upside and daily balance of power , to decide if Liontrust Asset Mana 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 Liontrust Asset Management has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical and fundamental indicators remain rather sound which may send shares a bit higher in December 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Forward Dividend Yield 0.1729 | Payout Ratio 2.6886 | Forward Dividend Rate 0.72 | Ex Dividend Date 2024-07-04 |
1 | Expert View Rolls-Royce, Ashtead, Informa, CLS, Liontrust - Citywire Funds Insider | 09/04/2024 |
2 | With 78 percent ownership of the shares, Liontrust Asset Management PLC is heavily dominated by institutional owners - Yahoo Finance | 09/24/2024 |
3 | UKs Liontrust sees investor confidence wane amid budget uncertainty - Reuters | 10/10/2024 |
4 | Liontrust Asset Management PLC Reports Earnings Results for the Half Year Ended September 30, 2024 - Marketscreener.com | 11/21/2024 |
| Begin Period Cash Flow | 121 M | |
| Free Cash Flow | 28.1 M |
Liontrust |
Liontrust Asset Relative Risk vs. Return Landscape
If you would invest 64,100 in Liontrust Asset Management on August 24, 2024 and sell it today you would lose (19,000) from holding Liontrust Asset Management or give up 29.64% of portfolio value over 90 days. Liontrust Asset Management is generating negative expected returns and assumes 2.3809% volatility on return distribution over the 90 days horizon. Simply put, 21% of stocks are less volatile than Liontrust, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Liontrust Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Liontrust Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Liontrust Asset Management, and traders can use it to determine the average amount a Liontrust Asset'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 = -0.2185
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| Negative Returns | LIO |
Estimated Market Risk
| 2.38 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.52 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Liontrust Asset 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 Liontrust Asset by adding Liontrust Asset to a well-diversified portfolio.
Liontrust Asset Fundamentals Growth
Liontrust Stock prices reflect investors' perceptions of the future prospects and financial health of Liontrust Asset, and Liontrust Asset 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 Liontrust Stock performance.
| Return On Equity | -0.0178 | ||||
| Return On Asset | 0.0502 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.50 % | ||||
| Current Valuation | 173.43 M | ||||
| Shares Outstanding | 63.91 M | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 1.46 X | ||||
| Revenue | 197.89 M | ||||
| Gross Profit | 229.77 M | ||||
| EBITDA | 13.56 M | ||||
| Net Income | (3.49 M) | ||||
| Total Debt | 2.54 M | ||||
| Book Value Per Share | 2.68 X | ||||
| Cash Flow From Operations | 28.21 M | ||||
| Earnings Per Share | 0.23 X | ||||
| Total Asset | 426.36 M | ||||
| Retained Earnings | 183.46 M | ||||
About Liontrust Asset Performance
By analyzing Liontrust Asset's fundamental ratios, stakeholders can gain valuable insights into Liontrust Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Liontrust Asset 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 Liontrust Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Liontrust Asset is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Liontrust Asset Mana performance evaluation
Checking the ongoing alerts about Liontrust Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Liontrust Asset Mana help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Liontrust Asset Mana generated a negative expected return over the last 90 days | |
| The company reported the revenue of 197.89 M. Net Loss for the year was (3.49 M) with profit before overhead, payroll, taxes, and interest of 229.77 M. | |
| Latest headline from news.google.com: Liontrust Asset Management PLC Reports Earnings Results for the Half Year Ended September 30, 2024 - Marketscreener.com |
- Analyzing Liontrust Asset'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 Liontrust Asset's stock is overvalued or undervalued compared to its peers.
- Examining Liontrust Asset'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 Liontrust Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Liontrust Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Liontrust Asset's stock. These opinions can provide insight into Liontrust Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Liontrust Stock analysis
When running Liontrust Asset's price analysis, check to measure Liontrust Asset'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 Liontrust Asset is operating at the current time. Most of Liontrust Asset's value examination focuses on studying past and present price action to predict the probability of Liontrust Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Liontrust Asset's price. Additionally, you may evaluate how the addition of Liontrust Asset to your portfolios can decrease your overall portfolio volatility.
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