The Travelers Companies Stock Performance
| TRV Stock | USD 260.81 3.62 1.41% |
On a scale of 0 to 100, Travelers Companies holds a performance score of 12. The entity has a beta of 1.05, which indicates a somewhat significant risk relative to the market. Travelers Companies returns are very sensitive to returns on the market. As the market goes up or down, Travelers Companies is expected to follow. Please check Travelers Companies' sortino ratio, as well as the relationship between the semi variance and rate of daily change , to make a quick decision on whether Travelers Companies' existing price patterns will revert.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in The Travelers Companies are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Travelers Companies showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.32 | Five Day Return 1.39 | Year To Date Return 36.13 | Ten Year Return 151.02 | All Time Return 5.8 K |
Forward Dividend Yield 0.0162 | Payout Ratio 0.2134 | Last Split Factor 2:1 | Forward Dividend Rate 4.2 | Dividend Date 2024-12-31 |
1 | Disposition of 2000 shares by William Heyman of Travelers Companies at 140.85 subject to Rule 16b-3 | 08/30/2024 |
2 | Disposition of 12500 shares by Mojgan Lefebvre of Travelers Companies at 220.0 subject to Rule 16b-3 | 09/27/2024 |
| Travelers Companies dividend paid on 30th of September 2024 | 09/30/2024 |
3 | ToursByLocals Reveals 2025 Travel Trends American Travelers Focus on Experiences, Domestic Exploration and Booking Direct | 10/30/2024 |
4 | Acquisition by William Heyman of 3000 shares of Travelers Companies at 140.85 subject to Rule 16b-3 | 11/05/2024 |
5 | Disposition of 3000 shares by William Heyman of Travelers Companies at 140.85 subject to Rule 16b-3 | 11/08/2024 |
6 | Citi and Bank of Shanghai Launch First-of-Its-Kind Payments Solution for International Travelers in China | 11/12/2024 |
7 | Why Travelers is a Top Momentum Stock for the Long-Term | 11/13/2024 |
8 | Global Travelers Show Desire for Technology-Led Frictionless Journeys | 11/14/2024 |
9 | Zacks Industry Outlook The Progressive, Chubb, The Travelers, The Allstate and Cincinnati Financial | 11/15/2024 |
10 | Disposition of 1000 shares by William Heyman of Travelers Companies at 140.85 subject to Rule 16b-3 | 11/18/2024 |
11 | Travelers Capital and TCC Financial Bolster Investor Relations Service, Compliance, and Growth with the Appointment of Mark Breakspear | 11/19/2024 |
| Begin Period Cash Flow | 799 M |
Travelers |
Travelers Companies Relative Risk vs. Return Landscape
If you would invest 22,181 in The Travelers Companies on August 24, 2024 and sell it today you would earn a total of 3,900 from holding The Travelers Companies or generate 17.58% return on investment over 90 days. The Travelers Companies is generating 0.2719% of daily returns assuming volatility of 1.732% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Travelers, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 = 0.157
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Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Travelers Companies is performing at about 12% 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 Travelers Companies by adding it 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 | 0.19 | ||||
| Return On Asset | 0.0293 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.14 % | ||||
| Current Valuation | 65.65 B | ||||
| Shares Outstanding | 227.02 M | ||||
| Price To Earning | 13.69 X | ||||
| Price To Book | 2.11 X | ||||
| Price To Sales | 1.29 X | ||||
| Revenue | 41.36 B | ||||
| Gross Profit | 8.52 B | ||||
| EBITDA | 4.47 B | ||||
| Net Income | 2.99 B | ||||
| Cash And Equivalents | 4.7 B | ||||
| Cash Per Share | 20.06 X | ||||
| Total Debt | 8.03 B | ||||
| Debt To Equity | 0.37 % | ||||
| Current Ratio | 0.34 X | ||||
| Book Value Per Share | 122.01 X | ||||
| Cash Flow From Operations | 7.71 B | ||||
| Earnings Per Share | 19.47 X | ||||
| Market Capitalization | 58.39 B | ||||
| Total Asset | 125.98 B | ||||
| Retained Earnings | 45.59 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.29 | 0.30 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.12 | 0.09 |
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.| The Travelers Companies has 8.03 B in debt with debt to equity (D/E) ratio of 0.37, which is OK given its current industry classification. The Travelers Companies has a current ratio of 0.33, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Travelers to invest in growth at high rates of return. | |
| Travelers Companies has a poor financial position based on the latest SEC disclosures | |
| Over 85.0% of Travelers Companies shares are owned by institutional investors | |
| On 30th of September 2024 Travelers Companies paid $ 1.05 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Travelers Capital and TCC Financial Bolster Investor Relations Service, Compliance, and Growth with the Appointment of Mark Breakspear |
- 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.