United Breweries (India) Performance
| UBL Stock | 1,860 31.90 1.75% |
The entity has a beta of 0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, United Breweries' returns are expected to increase less than the market. However, during the bear market, the loss of holding United Breweries is expected to be smaller as well. At this point, United Breweries has a negative expected return of -0.11%. Please make sure to validate United Breweries' maximum drawdown, daily balance of power, period momentum indicator, as well as the relationship between the skewness and day typical price , to decide if United Breweries 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 United Breweries Limited has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Forward Dividend Yield 0.0054 | Payout Ratio 0.5599 | Last Split Factor 10:1 | Forward Dividend Rate 10 | Ex Dividend Date 2024-07-25 |
1 | Sell United Breweries, target price Rs 1,800 Motilal Oswal Financial Services - The Economic Times | 09/19/2024 |
2 | Buy United Breweries target of Rs 2350 Anand Rathi - Moneycontrol | 09/24/2024 |
3 | Those who invested in United Breweries five years ago are up 57 percent - Simply Wall St | 11/18/2024 |
| Begin Period Cash Flow | 3.3 B |
United |
United Breweries Relative Risk vs. Return Landscape
If you would invest 200,805 in United Breweries Limited on August 25, 2024 and sell it today you would lose (14,820) from holding United Breweries Limited or give up 7.38% of portfolio value over 90 days. United Breweries Limited is generating negative expected returns and assumes 1.3737% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than United, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
United Breweries Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for United Breweries' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as United Breweries Limited, and traders can use it to determine the average amount a United Breweries' 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 = -0.0818
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| Negative Returns | UBL |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average United Breweries 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 United Breweries by adding United Breweries to a well-diversified portfolio.
United Breweries Fundamentals Growth
United Stock prices reflect investors' perceptions of the future prospects and financial health of United Breweries, and United Breweries 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 United Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0537 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 491.48 B | ||||
| Shares Outstanding | 264.4 M | ||||
| Price To Book | 11.64 X | ||||
| Price To Sales | 5.75 X | ||||
| Revenue | 81.23 B | ||||
| Gross Profit | 28.44 B | ||||
| EBITDA | 7.7 B | ||||
| Net Income | 4.1 B | ||||
| Cash And Equivalents | 2.5 B | ||||
| Total Debt | 1.02 B | ||||
| Book Value Per Share | 159.85 X | ||||
| Cash Flow From Operations | 695 M | ||||
| Earnings Per Share | 17.85 X | ||||
| Total Asset | 70.53 B | ||||
| Retained Earnings | 28.47 B | ||||
About United Breweries Performance
By analyzing United Breweries' fundamental ratios, stakeholders can gain valuable insights into United Breweries' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if United Breweries 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 United Breweries has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
United Breweries is entity of India. It is traded as Stock on NSE exchange.Things to note about United Breweries performance evaluation
Checking the ongoing alerts about United Breweries for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for United Breweries help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| United Breweries generated a negative expected return over the last 90 days | |
| About 73.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Those who invested in United Breweries five years ago are up 57 percent - Simply Wall St |
- Analyzing United Breweries' 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 United Breweries' stock is overvalued or undervalued compared to its peers.
- Examining United Breweries' 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 United Breweries' management team can have a significant impact on its success or failure. Reviewing the track record and experience of United Breweries' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of United Breweries' stock. These opinions can provide insight into United Breweries' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for United Stock analysis
When running United Breweries' price analysis, check to measure United Breweries' 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 United Breweries is operating at the current time. Most of United Breweries' value examination focuses on studying past and present price action to predict the probability of United Breweries' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move United Breweries' price. Additionally, you may evaluate how the addition of United Breweries to your portfolios can decrease your overall portfolio volatility.
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