Travelers Companies (Mexico) Performance
| TRV Stock | MXN 4,980 0.00 0.00% |
The entity has a beta of 0.29, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Travelers Companies' returns are expected to increase less than the market. However, during the bear market, the loss of holding Travelers Companies is expected to be smaller as well. At this point, The Travelers Companies has a negative expected return of -0.0678%. Please make sure to validate Travelers Companies' value at risk, and the relationship between the information ratio and kurtosis , to decide if The Travelers Companies 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 The Travelers Companies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Travelers Companies is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 721 M |
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Travelers Companies Relative Risk vs. Return Landscape
If you would invest 518,887 in The Travelers Companies on November 7, 2024 and sell it today you would lose (20,887) from holding The Travelers Companies or give up 4.03% of portfolio value over 90 days. The Travelers Companies is producing return of less than zero assuming 0.6067% volatility of returns over the 90 days investment horizon. Simply put, 5% of all stocks have less volatile historical return distribution than Travelers Companies, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Travelers Companies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Travelers Companies' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Travelers Companies, and traders can use it to determine the average amount a Travelers Companies' 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 = -0.1117
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| Negative Returns | TRV |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Travelers Companies 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 Travelers Companies by adding Travelers Companies to a well-diversified portfolio.
Travelers Companies Fundamentals Growth
Travelers Stock prices reflect investors' perceptions of the future prospects and financial health of Travelers Companies, and Travelers Companies 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 Travelers Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0196 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.10 % | |||
| Current Valuation | 982.07 B | |||
| Shares Outstanding | 232.1 M | |||
| Price To Earning | 299.45 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 24.03 X | |||
| Revenue | 36.88 B | |||
| EBITDA | 4.53 B | |||
| Cash And Equivalents | 3.9 B | |||
| Cash Per Share | 14.99 X | |||
| Total Debt | 7.19 B | |||
| Debt To Equity | 27.40 % | |||
| Book Value Per Share | 92.89 X | |||
| Cash Flow From Operations | 7.27 B | |||
| Earnings Per Share | 221.15 X | |||
| Total Asset | 115.72 B | |||
About Travelers Companies Performance
Evaluating Travelers Companies' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Travelers Companies 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 Travelers Companies has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The Travelers Companies, Inc. was founded in 1853 and is based in New York, New York. TRAVELERS COMPANIES operates under Insurance - Property Casualty classification in Mexico and is traded on Mexico Stock Exchange. It employs 30400 people.Things to note about The Travelers Companies performance evaluation
Checking the ongoing alerts about Travelers Companies for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for The Travelers Companies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Travelers Companies generated a negative expected return over the last 90 days | |
| The Travelers Companies has accumulated 7.19 B in total debt with debt to equity ratio (D/E) of 27.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. The Travelers Companies has a current ratio of 0.38, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Travelers Companies until it has trouble settling it off, either with new capital or with free cash flow. So, Travelers Companies' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like The Travelers Companies sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Travelers to invest in growth at high rates of return. When we think about Travelers Companies' use of debt, we should always consider it together with cash and equity. | |
| Over 86.0% of Travelers Companies shares are owned by institutional investors |
- Analyzing Travelers Companies' 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 Travelers Companies' stock is overvalued or undervalued compared to its peers.
- Examining Travelers Companies' 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 Travelers Companies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Travelers Companies' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Travelers Companies' stock. These opinions can provide insight into Travelers Companies' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Travelers Stock Analysis
When running Travelers Companies' price analysis, check to measure Travelers Companies' 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 Travelers Companies is operating at the current time. Most of Travelers Companies' value examination focuses on studying past and present price action to predict the probability of Travelers Companies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Travelers Companies' price. Additionally, you may evaluate how the addition of Travelers Companies to your portfolios can decrease your overall portfolio volatility.