Heavitree Brewery (UK) Performance
| HVT Stock | 280.00 0.00 0.00% |
The company retains a Market Volatility (i.e., Beta) of 0.0553, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Heavitree Brewery's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heavitree Brewery is expected to be smaller as well. At this point, Heavitree Brewery has a negative expected return of -0.0531%. Please make sure to check out Heavitree Brewery's information ratio, and the relationship between the coefficient of variation and skewness , to decide if Heavitree Brewery 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 Heavitree Brewery has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Heavitree Brewery 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 0.0205 | Payout Ratio 0.2 | Last Split Factor 5:1 | Forward Dividend Rate 0.06 | Ex Dividend Date 2024-07-11 |
| Begin Period Cash Flow | 788 K |
Heavitree |
Heavitree Brewery Relative Risk vs. Return Landscape
If you would invest 29,000 in Heavitree Brewery on September 1, 2024 and sell it today you would lose (1,000.00) from holding Heavitree Brewery or give up 3.45% of portfolio value over 90 days. Heavitree Brewery is generating negative expected returns and assumes 0.4277% volatility on return distribution over the 90 days horizon. Simply put, 3% of stocks are less volatile than Heavitree, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Heavitree Brewery Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heavitree Brewery's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heavitree Brewery, and traders can use it to determine the average amount a Heavitree Brewery'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 = -0.124
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HVT |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.05 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 Heavitree Brewery 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 Heavitree Brewery by adding Heavitree Brewery to a well-diversified portfolio.
Heavitree Brewery Fundamentals Growth
Heavitree Stock prices reflect investors' perceptions of the future prospects and financial health of Heavitree Brewery, and Heavitree Brewery 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 Heavitree Stock performance.
| Return On Equity | 0.0809 | ||||
| Return On Asset | 0.0305 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 12.17 M | ||||
| Shares Outstanding | 1.75 M | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 1.40 X | ||||
| Revenue | 7.35 M | ||||
| Gross Profit | 2.82 M | ||||
| EBITDA | 2.23 M | ||||
| Net Income | 1.5 M | ||||
| Total Debt | 2.19 M | ||||
| Book Value Per Share | 3.52 X | ||||
| Cash Flow From Operations | 781 K | ||||
| Earnings Per Share | 0.27 X | ||||
| Total Asset | 21.33 M | ||||
| Retained Earnings | 16.66 M | ||||
About Heavitree Brewery Performance
By analyzing Heavitree Brewery's fundamental ratios, stakeholders can gain valuable insights into Heavitree Brewery's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heavitree Brewery 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 Heavitree Brewery has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Heavitree Brewery is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Heavitree Brewery performance evaluation
Checking the ongoing alerts about Heavitree Brewery for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heavitree Brewery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heavitree Brewery generated a negative expected return over the last 90 days | |
| About 96.0% of the company shares are held by company insiders |
- Analyzing Heavitree Brewery'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 Heavitree Brewery's stock is overvalued or undervalued compared to its peers.
- Examining Heavitree Brewery'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 Heavitree Brewery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heavitree Brewery's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heavitree Brewery's stock. These opinions can provide insight into Heavitree Brewery's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heavitree Stock analysis
When running Heavitree Brewery's price analysis, check to measure Heavitree Brewery'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 Heavitree Brewery is operating at the current time. Most of Heavitree Brewery's value examination focuses on studying past and present price action to predict the probability of Heavitree Brewery's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heavitree Brewery's price. Additionally, you may evaluate how the addition of Heavitree Brewery to your portfolios can decrease your overall portfolio volatility.
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