Wendel (France) Performance

MF Stock  EUR 89.25  0.35  0.39%   
On a scale of 0 to 100, Wendel holds a performance score of 12. The firm maintains a market beta of -0.21, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wendel are expected to decrease at a much lower rate. During the bear market, Wendel is likely to outperform the market. Please check Wendel's total risk alpha, value at risk, expected short fall, as well as the relationship between the treynor ratio and downside variance , to make a quick decision on whether Wendel's historical returns will revert.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Wendel are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Wendel sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
Begin Period Cash Flow2.4 B
Total Cashflows From Investing Activities135.7 M
  

Wendel Relative Risk vs. Return Landscape

If you would invest  7,650  in Wendel on November 15, 2025 and sell it today you would earn a total of  1,240  from holding Wendel or generate 16.21% return on investment over 90 days. Wendel is currently producing 0.2603% returns and takes up 1.6923% volatility of returns over 90 trading days. Put another way, 15% of traded stocks are less volatile than Wendel, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Wendel is expected to generate 2.2 times more return on investment than the market. However, the company is 2.2 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 per unit of risk.

Wendel Target Price Odds to finish over Current Price

The tendency of Wendel Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 89.25 90 days 89.25 
near 1
Based on a normal probability distribution, the odds of Wendel to move above the current price in 90 days from now is near 1 (This Wendel probability density function shows the probability of Wendel Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wendel has a beta of -0.21. This indicates as returns on the benchmark increase, returns on holding Wendel are expected to decrease at a much lower rate. During a bear market, however, Wendel is likely to outperform the market. Additionally Wendel has an alpha of 0.263, implying that it can generate a 0.26 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Wendel Price Density   
       Price  

Predictive Modules for Wendel

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wendel. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
87.5089.1990.88
Details
Intrinsic
Valuation
LowRealHigh
80.3397.7399.42
Details

Wendel Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Wendel is not an exception. The market had few large corrections towards the Wendel's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wendel, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wendel within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.26
β
Beta against Dow Jones-0.21
σ
Overall volatility
3.44
Ir
Information ratio 0.11

Wendel Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wendel for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wendel can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Wendel has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
About 42.0% of the company outstanding shares are owned by corporate insiders

Wendel Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Wendel Stock often depends not only on the future outlook of the current and potential Wendel's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Wendel's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding42.5 M
Cash And Short Term Investments3.5 B

Wendel Fundamentals Growth

Wendel Stock prices reflect investors' perceptions of the future prospects and financial health of Wendel, and Wendel 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 Wendel Stock performance.

About Wendel Performance

By analyzing Wendel's fundamental ratios, stakeholders can gain valuable insights into Wendel's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wendel 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 Wendel has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Wendel is a private equity firm specializing in equity financing in middle markets and later stages through leveraged buy-out transactions. Wendel was founded in 1704 and is headquartered in Paris, France with additional offices across Asia, North America, United Kingdom, Africa, and Europe. WENDEL operates under Asset Management classification in France and is traded on Paris Stock Exchange. It employs 126362 people.

Things to note about Wendel performance evaluation

Checking the ongoing alerts about Wendel for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wendel help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Wendel has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
About 42.0% of the company outstanding shares are owned by corporate insiders
Evaluating Wendel's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wendel's stock performance include:
  • Analyzing Wendel'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 Wendel's stock is overvalued or undervalued compared to its peers.
  • Examining Wendel'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 Wendel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wendel's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Wendel's stock. These opinions can provide insight into Wendel's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wendel's stock performance is not an exact science, and many factors can impact Wendel's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Wendel Stock analysis

When running Wendel's price analysis, check to measure Wendel'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 Wendel is operating at the current time. Most of Wendel's value examination focuses on studying past and present price action to predict the probability of Wendel's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wendel's price. Additionally, you may evaluate how the addition of Wendel to your portfolios can decrease your overall portfolio volatility.
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