Hargreaves Lansdown (UK) Performance
| HL Stock | 1,098 1.00 0.09% |
Hargreaves Lansdown has a performance score of 11 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0013, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hargreaves Lansdown's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hargreaves Lansdown is expected to be smaller as well. Hargreaves Lansdown plc right now retains a risk of 0.13%. Please check out Hargreaves Lansdown potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Hargreaves Lansdown will be following its current trending patterns.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Hargreaves Lansdown plc are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Hargreaves Lansdown 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 0.0394 | Payout Ratio 0.6807 | Last Split Factor 1:1 | Forward Dividend Rate 0.43 | Ex Dividend Date 2024-10-03 |
| Hargreaves Lansdown dividend paid on 1st of November 2024 | 11/01/2024 |
1 | BP, Phoenix Group and Rolls-Royce are 3 shares Hargreaves Lansdown investors have been buying - MSN | 11/20/2024 |
2 | Centrica trading in line, 300mn buybacks announced - Hargreaves Lansdown | 12/10/2024 |
| Begin Period Cash Flow | 373.3 M |
Hargreaves |
Hargreaves Lansdown Relative Risk vs. Return Landscape
If you would invest 108,443 in Hargreaves Lansdown plc on September 30, 2024 and sell it today you would earn a total of 1,357 from holding Hargreaves Lansdown plc or generate 1.25% return on investment over 90 days. Hargreaves Lansdown plc is generating 0.0195% of daily returns assuming 0.1313% volatility of returns over the 90 days investment horizon. Simply put, 1% of all stocks have less volatile historical return distribution than Hargreaves Lansdown, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Hargreaves Lansdown Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hargreaves Lansdown's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Hargreaves Lansdown plc, and traders can use it to determine the average amount a Hargreaves Lansdown'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 = 0.1486
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| Negative Returns | HL |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Hargreaves Lansdown is performing at about 11% of its full potential. 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 Hargreaves Lansdown by adding it to a well-diversified portfolio.
Hargreaves Lansdown Fundamentals Growth
Hargreaves Stock prices reflect investors' perceptions of the future prospects and financial health of Hargreaves Lansdown, and Hargreaves Lansdown 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 Hargreaves Stock performance.
| Return On Equity | 0.38 | ||||
| Return On Asset | 0.17 | ||||
| Profit Margin | 0.38 % | ||||
| Operating Margin | 0.50 % | ||||
| Current Valuation | 4.57 B | ||||
| Shares Outstanding | 474.16 M | ||||
| Price To Book | 6.38 X | ||||
| Price To Sales | 6.81 X | ||||
| Revenue | 764.9 M | ||||
| Gross Profit | 555.8 M | ||||
| EBITDA | 411.2 M | ||||
| Net Income | 293.2 M | ||||
| Total Debt | 8.6 M | ||||
| Book Value Per Share | 1.72 X | ||||
| Cash Flow From Operations | 345.5 M | ||||
| Earnings Per Share | 0.62 X | ||||
| Total Asset | 1.5 B | ||||
| Retained Earnings | 811.7 M | ||||
About Hargreaves Lansdown Performance
By analyzing Hargreaves Lansdown's fundamental ratios, stakeholders can gain valuable insights into Hargreaves Lansdown's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Hargreaves Lansdown 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 Hargreaves Lansdown has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Hargreaves Lansdown is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Hargreaves Lansdown plc performance evaluation
Checking the ongoing alerts about Hargreaves Lansdown for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Hargreaves Lansdown plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 60.0% of the company shares are owned by institutional investors | |
| On 1st of November 2024 Hargreaves Lansdown paid 0.3 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Centrica trading in line, 300mn buybacks announced - Hargreaves Lansdown |
- Analyzing Hargreaves Lansdown'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 Hargreaves Lansdown's stock is overvalued or undervalued compared to its peers.
- Examining Hargreaves Lansdown'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 Hargreaves Lansdown's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hargreaves Lansdown's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Hargreaves Lansdown's stock. These opinions can provide insight into Hargreaves Lansdown's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Hargreaves Stock analysis
When running Hargreaves Lansdown's price analysis, check to measure Hargreaves Lansdown'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 Hargreaves Lansdown is operating at the current time. Most of Hargreaves Lansdown's value examination focuses on studying past and present price action to predict the probability of Hargreaves Lansdown's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hargreaves Lansdown's price. Additionally, you may evaluate how the addition of Hargreaves Lansdown to your portfolios can decrease your overall portfolio volatility.
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