Wolters Kluwer (Germany) Performance

WOSB Stock  EUR 162.55  1.00  0.62%   
Wolters Kluwer has a performance score of 3 on a scale of 0 to 100. The firm maintains a market beta of 0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wolters Kluwer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wolters Kluwer is expected to be smaller as well. Wolters Kluwer NV right now maintains a risk of 1.24%. Please check out Wolters Kluwer NV sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if Wolters Kluwer NV will be following its historical returns.

Risk-Adjusted Performance

3 of 100

 
Weak
 
Strong
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wolters Kluwer NV are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, Wolters Kluwer is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Begin Period Cash Flow723 M
Total Cashflows From Investing Activities-287 M
  

Wolters Kluwer Relative Risk vs. Return Landscape

If you would invest  15,595  in Wolters Kluwer NV on September 26, 2024 and sell it today you would earn a total of  560.00  from holding Wolters Kluwer NV or generate 3.59% return on investment over 90 days. Wolters Kluwer NV is generating 0.0627% of daily returns assuming 1.2413% volatility of returns over the 90 days investment horizon. Simply put, 11% of all stocks have less volatile historical return distribution than Wolters Kluwer, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Wolters Kluwer is expected to generate 1.53 times more return on investment than the market. However, the company is 1.53 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.06 per unit of risk.

Wolters Kluwer Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wolters Kluwer's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wolters Kluwer NV, and traders can use it to determine the average amount a Wolters Kluwer'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 = 0.0505

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashWOSBAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.24
  actual daily
11
89% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.05
  actual daily
3
97% of assets perform better
Based on monthly moving average Wolters Kluwer is performing at about 3% 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 Wolters Kluwer by adding it to a well-diversified portfolio.

Wolters Kluwer Fundamentals Growth

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

About Wolters Kluwer Performance

By analyzing Wolters Kluwer's fundamental ratios, stakeholders can gain valuable insights into Wolters Kluwer's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wolters Kluwer 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 Wolters Kluwer has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Wolters Kluwer N.V., together with its subsidiaries, provides professional information, software solutions, and services in Europe, North America, the Asia Pacific, and internationally. Wolters Kluwer N.V. was founded in 1836 and is headquartered in Alphen aan den Rijn, the Netherlands. WOLTERS KLUWER operates under Publishing classification in Germany and is traded on Frankfurt Stock Exchange. It employs 18116 people.

Things to note about Wolters Kluwer NV performance evaluation

Checking the ongoing alerts about Wolters Kluwer for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wolters Kluwer NV help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Wolters Kluwer NV has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
Wolters Kluwer NV has accumulated 2.79 B in total debt with debt to equity ratio (D/E) of 138.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Wolters Kluwer NV has a current ratio of 0.66, 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 Wolters Kluwer until it has trouble settling it off, either with new capital or with free cash flow. So, Wolters Kluwer's 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 Wolters Kluwer NV sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Wolters to invest in growth at high rates of return. When we think about Wolters Kluwer's use of debt, we should always consider it together with cash and equity.
About 67.0% of Wolters Kluwer outstanding shares are owned by institutional investors
Evaluating Wolters Kluwer's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wolters Kluwer's stock performance include:
  • Analyzing Wolters Kluwer'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 Wolters Kluwer's stock is overvalued or undervalued compared to its peers.
  • Examining Wolters Kluwer'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 Wolters Kluwer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wolters Kluwer's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Wolters Kluwer's stock. These opinions can provide insight into Wolters Kluwer's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Wolters Kluwer's stock performance is not an exact science, and many factors can impact Wolters Kluwer'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 Wolters Stock analysis

When running Wolters Kluwer's price analysis, check to measure Wolters Kluwer'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 Wolters Kluwer is operating at the current time. Most of Wolters Kluwer's value examination focuses on studying past and present price action to predict the probability of Wolters Kluwer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wolters Kluwer's price. Additionally, you may evaluate how the addition of Wolters Kluwer to your portfolios can decrease your overall portfolio volatility.
Transaction History
View history of all your transactions and understand their impact on performance
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing