Diageo Plc Adr Stock Year To Date Return
| DEO Stock | USD 126.93 0.12 0.09% |
Diageo PLC ADR fundamentals help investors to digest information that contributes to Diageo PLC's financial success or failures. It also enables traders to predict the movement of Diageo Stock. The fundamental analysis module provides a way to measure Diageo PLC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Diageo PLC stock.
Diageo | Year To Date Return |
Diageo PLC ADR Company Year To Date Return Analysis
Diageo PLC's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Diageo Year To Date Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Diageo PLC is extremely important. It helps to project a fair market value of Diageo Stock properly, considering its historical fundamentals such as Year To Date Return. Since Diageo PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Diageo PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Diageo PLC's interrelated accounts and indicators.
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Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Diageo Return On Tangible Assets
Return On Tangible Assets |
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According to the company's disclosures, Diageo PLC ADR has a Year To Date Return of 0.0%. This indicator is about the same for the Beverages average (which is currently at 0.0) sector and about the same as Consumer Staples (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
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Diageo PLC ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Diageo PLC's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Diageo PLC's managers, analysts, and investors.Environmental | Governance | Social |
Diageo Fundamentals
| Return On Equity | 0.35 | ||||
| Return On Asset | 0.083 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 90.31 B | ||||
| Shares Outstanding | 555.53 M | ||||
| Shares Owned By Institutions | 10.60 % | ||||
| Number Of Shares Shorted | 584.65 K | ||||
| Price To Earning | 69.32 X | ||||
| Price To Book | 7.04 X | ||||
| Price To Sales | 3.48 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 | ||||
| Cash Per Share | 4.25 X | ||||
| Total Debt | 18.62 B | ||||
| Debt To Equity | 1.76 % | ||||
| Current Ratio | 1.53 X | ||||
| Book Value Per Share | 4.52 X | ||||
| Cash Flow From Operations | 3.26 B | ||||
| Short Ratio | 0.65 X | ||||
| Earnings Per Share | 6.91 X | ||||
| Price To Earnings To Growth | 2.03 X | ||||
| Target Price | 134.43 | ||||
| Number Of Employees | 30.09 K | ||||
| Beta | 0.39 | ||||
| Market Capitalization | 70.58 B | ||||
| Total Asset | 45.47 B | ||||
| Retained Earnings | 7.74 B | ||||
| Working Capital | 5.26 B | ||||
| Current Asset | 8.85 B | ||||
| Current Liabilities | 6.19 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 2.24 % | ||||
| Net Asset | 45.47 B | ||||
| Last Dividend Paid | 1.03 |
About Diageo PLC Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Diageo PLC ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Diageo PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Diageo PLC ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Diageo PLC
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Diageo PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Diageo PLC will appreciate offsetting losses from the drop in the long position's value.Moving together with Diageo Stock
Moving against Diageo Stock
| 0.59 | NAPA | Duckhorn Portfolio Sell-off Trend | PairCorr |
| 0.54 | BJ | BJs Wholesale Club | PairCorr |
| 0.5 | LQR | LQR House Common Symbol Change | PairCorr |
| 0.46 | GO | Grocery Outlet Holding | PairCorr |
| 0.33 | K | Kellanova Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Diageo PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Diageo PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Diageo PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Diageo PLC ADR to buy it.
The correlation of Diageo PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Diageo PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Diageo PLC ADR moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Diageo PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Diageo PLC Piotroski F Score and Diageo PLC Altman Z Score analysis. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Distillers & Vintners space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Diageo PLC. If investors know Diageo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Diageo PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.03) | Dividend Share 1.035 | Earnings Share 6.91 | Revenue Per Share 2.0142 | Quarterly Revenue Growth (0.01) |
The market value of Diageo PLC ADR is measured differently than its book value, which is the value of Diageo that is recorded on the company's balance sheet. Investors also form their own opinion of Diageo PLC's value that differs from its market value or its book value, called intrinsic value, which is Diageo PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Diageo PLC's market value can be influenced by many factors that don't directly affect Diageo PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Diageo PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Diageo PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Diageo PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.