Pernod Ricard Revenue vs. Shares Owned By Institutions

PDRDF Stock  USD 117.20  2.76  2.30%   
Based on the measurements of profitability obtained from Pernod Ricard's financial statements, Pernod Ricard SA may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Pernod Ricard's ability to earn profits and add value for shareholders.
For Pernod Ricard profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pernod Ricard to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pernod Ricard SA utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pernod Ricard's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pernod Ricard SA over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Pernod Ricard's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pernod Ricard is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pernod Ricard'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.

Pernod Ricard SA Shares Owned By Institutions vs. Revenue Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Pernod Ricard's current stock value. Our valuation model uses many indicators to compare Pernod Ricard value to that of its competitors to determine the firm's financial worth.
Pernod Ricard SA is rated top company in revenue category among its peers. It is regarded second in shares owned by institutions category among its peers . The ratio of Revenue to Shares Owned By Institutions for Pernod Ricard SA is about  229,487,454 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pernod Ricard's earnings, one of the primary drivers of an investment's value.

Pernod Revenue vs. Competition

Pernod Ricard SA is rated top company in revenue category among its peers. Market size based on revenue of Beverages—Wineries & Distilleries industry is at this time estimated at about 25.56 Billion. Pernod Ricard totals roughly 10.7 Billion in revenue claiming about 42% of stocks in Beverages—Wineries & Distilleries industry.

Pernod Shares Owned By Institutions vs. Revenue

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Pernod Ricard

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
10.7 B
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Pernod Ricard

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
46.63 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.

Pernod Shares Owned By Institutions Comparison

Pernod Ricard is currently under evaluation in shares owned by institutions category among its peers.

Pernod Ricard Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Pernod Ricard, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pernod Ricard will eventually generate negative long term returns. The profitability progress is the general direction of Pernod Ricard's change in net profit over the period of time. It can combine multiple indicators of Pernod Ricard, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Pernod Ricard SA produces and sells wines and spirits worldwide. The company was founded in 1805 and is headquartered in Paris, France. Pernod Ricard operates under BeveragesWineries Distilleries classification in the United States and is traded on OTC Exchange. It employs 19480 people.

Pernod Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Pernod Ricard. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pernod Ricard position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pernod Ricard's important profitability drivers and their relationship over time.

Use Pernod Ricard in pair-trading

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 Pernod Ricard 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 Pernod Ricard will appreciate offsetting losses from the drop in the long position's value.

Pernod Ricard Pair Trading

Pernod Ricard SA Pair Trading Analysis

The ability to find closely correlated positions to Pernod Ricard could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pernod Ricard 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 Pernod Ricard - 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 Pernod Ricard SA to buy it.
The correlation of Pernod Ricard 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 Pernod Ricard moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pernod Ricard SA 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 Pernod Ricard 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Pernod Ricard position

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Other Information on Investing in Pernod Pink Sheet

To fully project Pernod Ricard's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pernod Ricard SA at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pernod Ricard's income statement, its balance sheet, and the statement of cash flows.
Potential Pernod Ricard investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Pernod Ricard investors may work on each financial statement separately, they are all related. The changes in Pernod Ricard's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pernod Ricard's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.