Calculus VCT (UK) Performance
| CLC Stock | 51.00 7.00 12.07% |
The firm shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calculus VCT's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calculus VCT is expected to be smaller as well. At this point, Calculus VCT plc has a negative expected return of -0.19%. Please make sure to confirm Calculus VCT's kurtosis, day typical price, and the relationship between the total risk alpha and rate of daily change , to decide if Calculus VCT plc 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 Calculus VCT plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain 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 0.0005 | Ex Dividend Date 2023-07-27 |
1 | Calculus VCT PLC Announces Dividend Increase Amid Portfolio Shifts - TipRanks | 12/05/2024 |
| Begin Period Cash Flow | 3.8 M | |
| Free Cash Flow | -499.4 K |
Calculus |
Calculus VCT Relative Risk vs. Return Landscape
If you would invest 5,800 in Calculus VCT plc on September 21, 2024 and sell it today you would lose (700.00) from holding Calculus VCT plc or give up 12.07% of portfolio value over 90 days. Calculus VCT plc is generating negative expected returns and assumes 1.5086% volatility on return distribution over the 90 days horizon. Simply put, 13% of stocks are less volatile than Calculus, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Calculus VCT Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calculus VCT's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Calculus VCT plc, and traders can use it to determine the average amount a Calculus VCT'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 = -0.125
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| Negative Returns | CLC |
Estimated Market Risk
| 1.51 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.19 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 Calculus VCT 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 Calculus VCT by adding Calculus VCT to a well-diversified portfolio.
Calculus VCT Fundamentals Growth
Calculus Stock prices reflect investors' perceptions of the future prospects and financial health of Calculus VCT, and Calculus VCT 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 Calculus Stock performance.
| Return On Equity | -0.0023 | ||||
| Return On Asset | -0.0014 | ||||
| Profit Margin | (0.09) % | ||||
| Operating Margin | 7.45 % | ||||
| Current Valuation | 34.41 M | ||||
| Shares Outstanding | 67.86 M | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 26.26 X | ||||
| Revenue | 453.23 K | ||||
| Gross Profit | 2.64 M | ||||
| EBITDA | 648 K | ||||
| Net Income | (493.85 K) | ||||
| Total Debt | 470 K | ||||
| Book Value Per Share | 0.61 X | ||||
| Cash Flow From Operations | (499.38 K) | ||||
| Earnings Per Share | 0.01 X | ||||
| Total Asset | 39.53 M | ||||
| Retained Earnings | 437 K | ||||
About Calculus VCT Performance
By analyzing Calculus VCT's fundamental ratios, stakeholders can gain valuable insights into Calculus VCT's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Calculus VCT 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 Calculus VCT has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Calculus VCT is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Calculus VCT plc performance evaluation
Checking the ongoing alerts about Calculus VCT for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Calculus VCT plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calculus VCT plc generated a negative expected return over the last 90 days | |
| The company reported the revenue of 453.23 K. Net Loss for the year was (493.85 K) with profit before overhead, payroll, taxes, and interest of 2.64 M. | |
| Calculus VCT generates negative cash flow from operations | |
| Latest headline from news.google.com: Calculus VCT PLC Announces Dividend Increase Amid Portfolio Shifts - TipRanks |
- Analyzing Calculus VCT'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 Calculus VCT's stock is overvalued or undervalued compared to its peers.
- Examining Calculus VCT'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 Calculus VCT's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calculus VCT's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Calculus VCT's stock. These opinions can provide insight into Calculus VCT's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Calculus Stock analysis
When running Calculus VCT's price analysis, check to measure Calculus VCT'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 Calculus VCT is operating at the current time. Most of Calculus VCT's value examination focuses on studying past and present price action to predict the probability of Calculus VCT's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calculus VCT's price. Additionally, you may evaluate how the addition of Calculus VCT to your portfolios can decrease your overall portfolio volatility.
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