Quilter PLC (UK) Performance
| QLT Stock | 145.00 2.50 1.75% |
Quilter PLC has a performance score of 4 on a scale of 0 to 100. The company holds a Beta of 0.46, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Quilter PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Quilter PLC is expected to be smaller as well. Quilter PLC right now holds a risk of 1.24%. Please check Quilter PLC total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if Quilter PLC will be following its historical price patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Quilter PLC are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Quilter PLC is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0379 | Payout Ratio 1.4444 | Last Split Factor 6:7 | Forward Dividend Rate 0.05 | Ex Dividend Date 2024-08-29 |
1 | Quilter PLC Discloses Stake in Darktrace PLC with Recent Sales Activity - MSN | 09/04/2024 |
2 | Quilter Plc Purchases 40,263 Shares of Meta Platforms, Inc. - MarketBeat | 09/18/2024 |
| Quilter PLC dividend paid on 23rd of September 2024 | 09/23/2024 |
3 | AJ Bell, Quilter, St James Place can deal with lower rates, suggests broker By Proactive Investors - Investing.com UK | 10/07/2024 |
4 | Quilter PLC Shareholder Influence Shifts - TipRanks | 11/11/2024 |
| Begin Period Cash Flow | 1.8 B |
Quilter |
Quilter PLC Relative Risk vs. Return Landscape
If you would invest 13,969 in Quilter PLC on August 25, 2024 and sell it today you would earn a total of 531.00 from holding Quilter PLC or generate 3.8% return on investment over 90 days. Quilter PLC is generating 0.0659% of daily returns and assumes 1.2398% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Quilter, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Quilter PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Quilter PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Quilter PLC, and traders can use it to determine the average amount a Quilter PLC'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 = 0.0531
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Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Quilter PLC is performing at about 4% 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 Quilter PLC by adding it to a well-diversified portfolio.
Quilter PLC Fundamentals Growth
Quilter Stock prices reflect investors' perceptions of the future prospects and financial health of Quilter PLC, and Quilter PLC 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 Quilter Stock performance.
| Return On Equity | 0.0335 | ||||
| Return On Asset | 0.0021 | ||||
| Profit Margin | 0.01 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 723.34 M | ||||
| Shares Outstanding | 1.39 B | ||||
| Price To Book | 1.33 X | ||||
| Price To Sales | 0.31 X | ||||
| Revenue | 4.63 B | ||||
| Gross Profit | 224 M | ||||
| EBITDA | 163 M | ||||
| Net Income | 42 M | ||||
| Total Debt | 279 M | ||||
| Book Value Per Share | 1.10 X | ||||
| Cash Flow From Operations | 2.11 B | ||||
| Earnings Per Share | 0.04 X | ||||
| Total Asset | 53.34 B | ||||
| Retained Earnings | 958 M | ||||
About Quilter PLC Performance
By analyzing Quilter PLC's fundamental ratios, stakeholders can gain valuable insights into Quilter PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Quilter PLC 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 Quilter PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Quilter PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Quilter PLC performance evaluation
Checking the ongoing alerts about Quilter PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Quilter PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Quilter PLC is unlikely to experience financial distress in the next 2 years | |
| Over 78.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Quilter PLC Shareholder Influence Shifts - TipRanks |
- Analyzing Quilter PLC'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 Quilter PLC's stock is overvalued or undervalued compared to its peers.
- Examining Quilter PLC'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 Quilter PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Quilter PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Quilter PLC's stock. These opinions can provide insight into Quilter PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Quilter Stock analysis
When running Quilter PLC's price analysis, check to measure Quilter PLC'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 Quilter PLC is operating at the current time. Most of Quilter PLC's value examination focuses on studying past and present price action to predict the probability of Quilter PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Quilter PLC's price. Additionally, you may evaluate how the addition of Quilter PLC to your portfolios can decrease your overall portfolio volatility.
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