Suncorp (Australia) Performance
| SUN Stock | 19.17 0.44 2.35% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Suncorp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Suncorp is expected to be smaller as well. At this point, Suncorp Group has a negative expected return of -0.22%. Please make sure to validate Suncorp's potential upside, kurtosis, and the relationship between the maximum drawdown and skewness , to decide if Suncorp Group performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Suncorp Group 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 April 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Forward Dividend Yield 0.0533 | Payout Ratio 0.8677 | Forward Dividend Rate 1 | Ex Dividend Date 2025-02-17 | Last Split Date 2025-02-17 |
1 | Suncorp Group Issues New Unquoted Equity Securities - TipRanks | 01/09/2025 |
2 | Suncorp shares hit record high on strong HY earnings, capital return - Investing.com | 02/11/2025 |
3 | Suncorp Group Limited Appoints New Director - TipRanks | 02/14/2025 |
| Begin Period Cash Flow | 5.6 B |
Suncorp |
Suncorp Relative Risk vs. Return Landscape
If you would invest 2,249 in Suncorp Group on December 10, 2024 and sell it today you would lose (332.00) from holding Suncorp Group or give up 14.76% of portfolio value over 90 days. Suncorp Group is producing return of less than zero assuming 2.7383% volatility of returns over the 90 days investment horizon. Simply put, 24% of all stocks have less volatile historical return distribution than Suncorp, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Suncorp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Suncorp's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Suncorp Group, and traders can use it to determine the average amount a Suncorp'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 = -0.0807
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| Negative Returns | SUN |
Estimated Market Risk
| 2.74 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Suncorp 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 Suncorp by adding Suncorp to a well-diversified portfolio.
Suncorp Fundamentals Growth
Suncorp Stock prices reflect investors' perceptions of the future prospects and financial health of Suncorp, and Suncorp 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 Suncorp Stock performance.
| Return On Equity | 0.0968 | ||||
| Return On Asset | 0.0171 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 21.75 B | ||||
| Shares Outstanding | 1.08 B | ||||
| Price To Book | 1.40 X | ||||
| Price To Sales | 1.49 X | ||||
| Revenue | 13.15 B | ||||
| Gross Profit | 2.52 B | ||||
| EBITDA | 1.64 B | ||||
| Net Income | 939 M | ||||
| Cash And Equivalents | 3.91 B | ||||
| Total Debt | 2.52 B | ||||
| Book Value Per Share | 13.37 X | ||||
| Cash Flow From Operations | 2.5 B | ||||
| Earnings Per Share | 1.06 X | ||||
| Total Asset | 111.71 B | ||||
| Retained Earnings | 1.39 B | ||||
About Suncorp Performance
Assessing Suncorp's fundamental ratios provides investors with valuable insights into Suncorp's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Suncorp 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.
Suncorp is entity of Australia. It is traded as Stock on AU exchange.Things to note about Suncorp Group performance evaluation
Checking the ongoing alerts about Suncorp for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Suncorp Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Suncorp Group generated a negative expected return over the last 90 days | |
| Suncorp Group is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: Suncorp Group Limited Appoints New Director - TipRanks |
- Analyzing Suncorp'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 Suncorp's stock is overvalued or undervalued compared to its peers.
- Examining Suncorp'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 Suncorp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Suncorp's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Suncorp's stock. These opinions can provide insight into Suncorp's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Suncorp Stock Analysis
When running Suncorp's price analysis, check to measure Suncorp'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 Suncorp is operating at the current time. Most of Suncorp's value examination focuses on studying past and present price action to predict the probability of Suncorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Suncorp's price. Additionally, you may evaluate how the addition of Suncorp to your portfolios can decrease your overall portfolio volatility.