Pernod Ricard (Germany) Performance
| PER Stock | 108.05 0.45 0.41% |
The company holds a Beta of 0.37, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pernod Ricard's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pernod Ricard is expected to be smaller as well. At this point, Pernod Ricard SA has a negative expected return of -0.21%. Please make sure to check Pernod Ricard's maximum drawdown, accumulation distribution, as well as the relationship between the Accumulation Distribution and market facilitation index , to decide if Pernod Ricard SA performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Pernod Ricard SA has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
| Begin Period Cash Flow | 2.1 B | |
| Total Cashflows From Investing Activities | -1.2 B |
Pernod |
Pernod Ricard Relative Risk vs. Return Landscape
If you would invest 12,534 in Pernod Ricard SA on September 23, 2024 and sell it today you would lose (1,729) from holding Pernod Ricard SA or give up 13.79% of portfolio value over 90 days. Pernod Ricard SA is generating negative expected returns and assumes 1.7138% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Pernod, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pernod Ricard Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pernod Ricard's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pernod Ricard SA, and traders can use it to determine the average amount a Pernod Ricard'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 = -0.1227
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PER |
Estimated Market Risk
| 1.71 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.21 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 Pernod Ricard 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 Pernod Ricard by adding Pernod Ricard to a well-diversified portfolio.
Pernod Ricard Fundamentals Growth
Pernod Stock prices reflect investors' perceptions of the future prospects and financial health of Pernod Ricard, and Pernod Ricard 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 Pernod Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0606 | |||
| Profit Margin | 0.20 % | |||
| Operating Margin | 0.29 % | |||
| Current Valuation | 56.52 B | |||
| Shares Outstanding | 256.13 M | |||
| Price To Book | 3.00 X | |||
| Price To Sales | 4.41 X | |||
| Revenue | 10.7 B | |||
| EBITDA | 3.3 B | |||
| Total Debt | 9.42 B | |||
| Book Value Per Share | 64.09 X | |||
| Cash Flow From Operations | 2.29 B | |||
| Earnings Per Share | 9.30 X | |||
| Total Asset | 36.01 B | |||
About Pernod Ricard Performance
Assessing Pernod Ricard's fundamental ratios provides investors with valuable insights into Pernod Ricard's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pernod Ricard is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Pernod Ricard SA performance evaluation
Checking the ongoing alerts about Pernod Ricard for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pernod Ricard SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pernod Ricard SA generated a negative expected return over the last 90 days | |
| About 24.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Pernod Ricard'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 Pernod Ricard's stock is overvalued or undervalued compared to its peers.
- Examining Pernod Ricard'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 Pernod Ricard's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pernod Ricard's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pernod Ricard's stock. These opinions can provide insight into Pernod Ricard's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Pernod Stock Analysis
When running Pernod Ricard's price analysis, check to measure Pernod Ricard'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 Pernod Ricard is operating at the current time. Most of Pernod Ricard's value examination focuses on studying past and present price action to predict the probability of Pernod Ricard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pernod Ricard's price. Additionally, you may evaluate how the addition of Pernod Ricard to your portfolios can decrease your overall portfolio volatility.