Whitbread PLC (UK) Performance
| WTB Stock | 2,598 84.00 3.34% |
The firm maintains a market beta of -0.0622, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Whitbread PLC are expected to decrease at a much lower rate. During the bear market, Whitbread PLC is likely to outperform the market. At this point, Whitbread PLC has a negative expected return of -0.18%. Please make sure to check out Whitbread PLC's treynor ratio, skewness, rate of daily change, as well as the relationship between the value at risk and accumulation distribution , to decide if Whitbread PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Whitbread PLC 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
| Begin Period Cash Flow | 1.2 B |
Whitbread |
Whitbread PLC Relative Risk vs. Return Landscape
If you would invest 292,500 in Whitbread PLC on December 11, 2024 and sell it today you would lose (32,700) from holding Whitbread PLC or give up 11.18% of portfolio value over 90 days. Whitbread PLC is generating negative expected returns and assumes 1.5322% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Whitbread, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Whitbread PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Whitbread PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Whitbread PLC, and traders can use it to determine the average amount a Whitbread 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 = -0.1171
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WTB |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Whitbread PLC 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 Whitbread PLC by adding Whitbread PLC to a well-diversified portfolio.
Whitbread PLC Fundamentals Growth
Whitbread Stock prices reflect investors' perceptions of the future prospects and financial health of Whitbread PLC, and Whitbread 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 Whitbread Stock performance.
| Return On Equity | 0.0645 | ||||
| Return On Asset | 0.0388 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | 8.96 B | ||||
| Shares Outstanding | 175.79 M | ||||
| Price To Book | 1.27 X | ||||
| Price To Sales | 1.50 X | ||||
| Revenue | 2.96 B | ||||
| EBITDA | 1 B | ||||
| Total Debt | 5.09 B | ||||
| Book Value Per Share | 19.12 X | ||||
| Cash Flow From Operations | 877.9 M | ||||
| Earnings Per Share | 1.33 X | ||||
| Total Asset | 9.52 B | ||||
| Retained Earnings | 4.65 B | ||||
About Whitbread PLC Performance
By analyzing Whitbread PLC's fundamental ratios, stakeholders can gain valuable insights into Whitbread PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Whitbread 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 Whitbread PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Whitbread PLC performance evaluation
Checking the ongoing alerts about Whitbread PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Whitbread PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Whitbread PLC generated a negative expected return over the last 90 days | |
| Over 76.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Whitbread 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 Whitbread PLC's stock is overvalued or undervalued compared to its peers.
- Examining Whitbread 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 Whitbread PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Whitbread PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Whitbread PLC's stock. These opinions can provide insight into Whitbread PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Whitbread Stock analysis
When running Whitbread PLC's price analysis, check to measure Whitbread 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 Whitbread PLC is operating at the current time. Most of Whitbread PLC's value examination focuses on studying past and present price action to predict the probability of Whitbread 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 Whitbread PLC's price. Additionally, you may evaluate how the addition of Whitbread PLC to your portfolios can decrease your overall portfolio volatility.
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