Wesfarmers (Germany) Performance
| WF3 Stock | EUR 41.14 2.73 6.22% |
The firm maintains a market beta of 0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wesfarmers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wesfarmers is expected to be smaller as well. At this point, Wesfarmers Limited has a negative expected return of -0.0472%. Please make sure to check out Wesfarmers' kurtosis, daily balance of power, and the relationship between the skewness and accumulation distribution , to decide if Wesfarmers Limited performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Wesfarmers Limited has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Wesfarmers is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 3 B | |
| Total Cashflows From Investing Activities | -1.2 B | |
| Free Cash Flow | 1.2 B |
Wesfarmers |
Wesfarmers Relative Risk vs. Return Landscape
If you would invest 4,273 in Wesfarmers Limited on September 23, 2024 and sell it today you would lose (159.00) from holding Wesfarmers Limited or give up 3.72% of portfolio value over 90 days. Wesfarmers Limited is currently producing negative expected returns and takes up 1.431% volatility of returns over 90 trading days. Put another way, 12% of traded stocks are less volatile than Wesfarmers, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wesfarmers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wesfarmers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wesfarmers Limited, and traders can use it to determine the average amount a Wesfarmers' 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 = -0.033
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WF3 |
Estimated Market Risk
| 1.43 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wesfarmers 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 Wesfarmers by adding Wesfarmers to a well-diversified portfolio.
Wesfarmers Fundamentals Growth
Wesfarmers Stock prices reflect investors' perceptions of the future prospects and financial health of Wesfarmers, and Wesfarmers 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 Wesfarmers Stock performance.
| Return On Equity | 0.32 | |||
| Return On Asset | 0.086 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.09 % | |||
| Current Valuation | 42.3 B | |||
| Shares Outstanding | 1.13 B | |||
| Price To Earning | 28.92 X | |||
| Price To Book | 6.89 X | |||
| Price To Sales | 0.94 X | |||
| Revenue | 36.68 B | |||
| EBITDA | 4.99 B | |||
| Cash And Equivalents | 504.82 M | |||
| Cash Per Share | 0.44 X | |||
| Total Debt | 3.97 B | |||
| Debt To Equity | 30.80 % | |||
| Book Value Per Share | 7.13 X | |||
| Cash Flow From Operations | 2.3 B | |||
| Earnings Per Share | 1.42 X | |||
| Total Asset | 27.27 B | |||
About Wesfarmers Performance
By analyzing Wesfarmers' fundamental ratios, stakeholders can gain valuable insights into Wesfarmers' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wesfarmers 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 Wesfarmers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Wesfarmers Limited engages in the retail, coal mining and production, gas processing and distribution, industrial and safety product distribution, chemicals and fertilizers manufacturing, and investment businesses in Australia, New Zealand, the United Kingdom, and internationally. Wesfarmers Limited was founded in 1914 and is headquartered in Perth, Australia. Wesfarmers operates under Home Improvement Stores classification in Germany and is traded on Frankfurt Stock Exchange. It employs 105000 people.Things to note about Wesfarmers Limited performance evaluation
Checking the ongoing alerts about Wesfarmers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wesfarmers Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wesfarmers Limited generated a negative expected return over the last 90 days |
- Analyzing Wesfarmers' 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 Wesfarmers' stock is overvalued or undervalued compared to its peers.
- Examining Wesfarmers' 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 Wesfarmers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wesfarmers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wesfarmers' stock. These opinions can provide insight into Wesfarmers' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Wesfarmers Stock analysis
When running Wesfarmers' price analysis, check to measure Wesfarmers' 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 Wesfarmers is operating at the current time. Most of Wesfarmers' value examination focuses on studying past and present price action to predict the probability of Wesfarmers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wesfarmers' price. Additionally, you may evaluate how the addition of Wesfarmers to your portfolios can decrease your overall portfolio volatility.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |