Mercantile Investment (UK) Performance
| MRC Stock | 232.50 1.50 0.64% |
Mercantile Investment has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.52, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mercantile Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mercantile Investment is expected to be smaller as well. The Mercantile Investment right now secures a risk of 1.16%. Please verify The Mercantile Investment maximum drawdown, accumulation distribution, and the relationship between the total risk alpha and skewness , to decide if The Mercantile Investment will be following its current price movements.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Mercantile Investment are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Mercantile Investment 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 0.0336 | Payout Ratio 0.1457 | Last Split Factor 10:1 | Forward Dividend Rate 0.08 | Ex Dividend Date 2024-12-19 |
1 | The Mercantile Investment Trust Share Price Passes Above 50 Day Moving Average - Time to Sell - MarketBeat | 01/21/2025 |
2 | The Mercantile Investment Trust Share Price Passes Above 50-Day Moving Average - Whats Next - MarketBeat | 02/06/2025 |
3 | Mercantile Investments and Finance PLC Reports Earnings Results for the Third Quarter and Nine Months Ended December 31, 2024 - Marketscreener.com | 02/11/2025 |
4 | The Mercantile Investment Trust Stock Price Crosses Above Fifty Day Moving Average - Should You Sell - MarketBeat | 03/04/2025 |
| Begin Period Cash Flow | 157.6 M |
Mercantile |
Mercantile Investment Relative Risk vs. Return Landscape
If you would invest 22,900 in The Mercantile Investment on December 19, 2024 and sell it today you would earn a total of 350.00 from holding The Mercantile Investment or generate 1.53% return on investment over 90 days. The Mercantile Investment is generating 0.0315% of daily returns and assumes 1.1614% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Mercantile, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Mercantile Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mercantile Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Mercantile Investment, and traders can use it to determine the average amount a Mercantile Investment'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 = 0.0271
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| Negative Returns | MRC |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Mercantile Investment is performing at about 2% 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 Mercantile Investment by adding it to a well-diversified portfolio.
Mercantile Investment Fundamentals Growth
Mercantile Stock prices reflect investors' perceptions of the future prospects and financial health of Mercantile Investment, and Mercantile Investment 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 Mercantile Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.95 % | ||||
| Operating Margin | 0.99 % | ||||
| Current Valuation | 2.11 B | ||||
| Shares Outstanding | 737.34 M | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 3.97 X | ||||
| Revenue | 97.69 M | ||||
| Gross Profit | 434.99 M | ||||
| EBITDA | (13.9 M) | ||||
| Net Income | 75.21 M | ||||
| Total Debt | 327.93 M | ||||
| Book Value Per Share | 2.76 X | ||||
| Cash Flow From Operations | 69.7 M | ||||
| Earnings Per Share | 0.53 X | ||||
| Total Asset | 2.21 B | ||||
| Retained Earnings | 76.19 M | ||||
About Mercantile Investment Performance
By analyzing Mercantile Investment's fundamental ratios, stakeholders can gain valuable insights into Mercantile Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Mercantile Investment 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 Mercantile Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Mercantile Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about The Mercantile Investment performance evaluation
Checking the ongoing alerts about Mercantile Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for The Mercantile Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mercantile Investment is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: The Mercantile Investment Trust Stock Price Crosses Above Fifty Day Moving Average - Should You Sell - MarketBeat |
- Analyzing Mercantile Investment'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 Mercantile Investment's stock is overvalued or undervalued compared to its peers.
- Examining Mercantile Investment'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 Mercantile Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mercantile Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Mercantile Investment's stock. These opinions can provide insight into Mercantile Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Mercantile Stock analysis
When running Mercantile Investment's price analysis, check to measure Mercantile Investment'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 Mercantile Investment is operating at the current time. Most of Mercantile Investment's value examination focuses on studying past and present price action to predict the probability of Mercantile Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mercantile Investment's price. Additionally, you may evaluate how the addition of Mercantile Investment to your portfolios can decrease your overall portfolio volatility.
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