Lindsell Train (UK) Performance
| LTI Stock | 824.00 20.00 2.49% |
On a scale of 0 to 100, Lindsell Train holds a performance score of 9. The company secures a Beta (Market Risk) of -0.29, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lindsell Train are expected to decrease at a much lower rate. During the bear market, Lindsell Train is likely to outperform the market. Please check Lindsell Train's value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to make a quick decision on whether Lindsell Train's current price movements will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Lindsell Train Investment are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Lindsell Train exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0718 | Last Split Factor 1:3 | Forward Dividend Rate 51.5 | Ex Dividend Date 2024-08-08 | Last Split Date 2002-10-02 |
1 | Nick Train eyes new investments as he praises Rightmove for rejecting REA takeover bid - Investment Week | 11/18/2024 |
2 | Heres Lindsell Train North American Equity Funds Thesis on T. Rowe Price Group - Yahoo Finance | 01/02/2025 |
| Begin Period Cash Flow | 8 M |
Lindsell |
Lindsell Train Relative Risk vs. Return Landscape
If you would invest 72,600 in Lindsell Train Investment on October 20, 2024 and sell it today you would earn a total of 9,800 from holding Lindsell Train Investment or generate 13.5% return on investment over 90 days. Lindsell Train Investment is generating 0.2197% of daily returns and assumes 1.7697% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Lindsell, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lindsell Train Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lindsell Train's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lindsell Train Investment, and traders can use it to determine the average amount a Lindsell Train'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 = 0.1241
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Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Lindsell Train is performing at about 9% 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 Lindsell Train by adding it to a well-diversified portfolio.
Lindsell Train Fundamentals Growth
Lindsell Stock prices reflect investors' perceptions of the future prospects and financial health of Lindsell Train, and Lindsell Train 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 Lindsell Stock performance.
| Return On Equity | 0.0201 | ||||
| Return On Asset | 0.0129 | ||||
| Profit Margin | 0.70 % | ||||
| Operating Margin | 0.94 % | ||||
| Current Valuation | 138.37 M | ||||
| Shares Outstanding | 200 K | ||||
| Price To Book | 0.84 X | ||||
| Price To Sales | 19.23 X | ||||
| Revenue | 5.99 M | ||||
| Gross Profit | (2.31 M) | ||||
| EBITDA | 4.29 M | ||||
| Net Income | 4.29 M | ||||
| Total Debt | 303 K | ||||
| Book Value Per Share | 1,026 X | ||||
| Cash Flow From Operations | 10.29 M | ||||
| Earnings Per Share | 20.94 X | ||||
| Total Asset | 205.59 M | ||||
| Retained Earnings | 23.3 M | ||||
About Lindsell Train Performance
By analyzing Lindsell Train's fundamental ratios, stakeholders can gain valuable insights into Lindsell Train's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lindsell Train 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 Lindsell Train has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Lindsell Train is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Lindsell Train Investment performance evaluation
Checking the ongoing alerts about Lindsell Train for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lindsell Train Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 52.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Heres Lindsell Train North American Equity Funds Thesis on T. Rowe Price Group - Yahoo Finance |
- Analyzing Lindsell Train'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 Lindsell Train's stock is overvalued or undervalued compared to its peers.
- Examining Lindsell Train'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 Lindsell Train's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lindsell Train's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lindsell Train's stock. These opinions can provide insight into Lindsell Train's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Lindsell Stock analysis
When running Lindsell Train's price analysis, check to measure Lindsell Train'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 Lindsell Train is operating at the current time. Most of Lindsell Train's value examination focuses on studying past and present price action to predict the probability of Lindsell Train's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lindsell Train's price. Additionally, you may evaluate how the addition of Lindsell Train to your portfolios can decrease your overall portfolio volatility.
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