Diageo PLC (UK) Performance
| DGE Stock | 2,504 21.00 0.83% |
The firm shows a Beta (market volatility) of 0.0546, which means not very significant fluctuations relative to the market. As returns on the market increase, Diageo PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Diageo PLC is expected to be smaller as well. At this point, Diageo PLC has a negative expected return of -0.004%. Please make sure to confirm Diageo PLC's total risk alpha, potential upside, and the relationship between the standard deviation and maximum drawdown , to decide if Diageo 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 Diageo PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Diageo PLC is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0315 | Payout Ratio 0.577 | Last Split Factor 864:1000 | Forward Dividend Rate 0.79 | Ex Dividend Date 2024-08-29 |
| Diageo PLC dividend paid on 17th of October 2024 | 10/17/2024 |
1 | Diageo Becomes Oversold - Nasdaq | 11/21/2024 |
| Begin Period Cash Flow | 1.8 B |
Diageo |
Diageo PLC Relative Risk vs. Return Landscape
If you would invest 252,650 in Diageo PLC on September 21, 2024 and sell it today you would lose (2,200) from holding Diageo PLC or give up 0.87% of portfolio value over 90 days. Diageo PLC is generating negative expected returns and assumes 1.3912% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than Diageo, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Diageo PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Diageo PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Diageo PLC, and traders can use it to determine the average amount a Diageo 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 = -0.0029
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| Negative Returns | DGE |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Diageo 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 Diageo PLC by adding Diageo PLC to a well-diversified portfolio.
Diageo PLC Fundamentals Growth
Diageo Stock prices reflect investors' perceptions of the future prospects and financial health of Diageo PLC, and Diageo 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 Diageo Stock performance.
| Return On Equity | 0.35 | ||||
| Return On Asset | 0.083 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 72.25 B | ||||
| Shares Outstanding | 2.22 B | ||||
| Price To Book | 7.09 X | ||||
| Price To Sales | 2.79 X | ||||
| Revenue | 16.1 B | ||||
| Gross Profit | 10.21 B | ||||
| EBITDA | 5.41 B | ||||
| Net Income | 3.07 B | ||||
| Cash And Equivalents | 1.44 B | ||||
| Total Debt | 18.62 B | ||||
| Book Value Per Share | 4.52 X | ||||
| Cash Flow From Operations | 3.26 B | ||||
| Earnings Per Share | 1.36 X | ||||
| Total Asset | 35.97 B | ||||
| Retained Earnings | 7.74 B | ||||
About Diageo PLC Performance
By analyzing Diageo PLC's fundamental ratios, stakeholders can gain valuable insights into Diageo PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Diageo 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 Diageo PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Diageo PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Diageo PLC performance evaluation
Checking the ongoing alerts about Diageo PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Diageo PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Diageo PLC generated a negative expected return over the last 90 days | |
| About 63.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Diageo 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 Diageo PLC's stock is overvalued or undervalued compared to its peers.
- Examining Diageo 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 Diageo PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Diageo PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Diageo PLC's stock. These opinions can provide insight into Diageo PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Diageo Stock analysis
When running Diageo PLC's price analysis, check to measure Diageo 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 Diageo PLC is operating at the current time. Most of Diageo PLC's value examination focuses on studying past and present price action to predict the probability of Diageo 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 Diageo PLC's price. Additionally, you may evaluate how the addition of Diageo PLC to your portfolios can decrease your overall portfolio volatility.
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