Heineken Holding (Germany) Performance
| 4H5 Stock | EUR 59.75 0.50 0.83% |
The company retains a Market Volatility (i.e., Beta) of -0.0277, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Heineken Holding are expected to decrease at a much lower rate. During the bear market, Heineken Holding is likely to outperform the market. At this point, Heineken Holding has a negative expected return of -0.19%. Please make sure to check out Heineken Holding's mean deviation, standard deviation, information ratio, as well as the relationship between the coefficient of variation and variance , to decide if Heineken Holding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Heineken Holding NV has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more
| Begin Period Cash Flow | 2.6 B |
Heineken |
Heineken Holding Relative Risk vs. Return Landscape
If you would invest 6,765 in Heineken Holding NV on September 3, 2024 and sell it today you would lose (790.00) from holding Heineken Holding NV or give up 11.68% of portfolio value over 90 days. Heineken Holding NV is currently producing negative expected returns and takes up 1.0852% volatility of returns over 90 trading days. Put another way, 9% of traded stocks are less volatile than Heineken, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Heineken Holding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heineken Holding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heineken Holding NV, and traders can use it to determine the average amount a Heineken Holding'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 = -0.1705
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| Negative Returns | 4H5 |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heineken Holding 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 Heineken Holding by adding Heineken Holding to a well-diversified portfolio.
Heineken Holding Fundamentals Growth
Heineken Stock prices reflect investors' perceptions of the future prospects and financial health of Heineken Holding, and Heineken Holding 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 Heineken Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.047 | |||
| Profit Margin | 0.05 % | |||
| Operating Margin | 0.13 % | |||
| Current Valuation | 34.83 B | |||
| Shares Outstanding | 287.35 M | |||
| Price To Earning | 22.39 X | |||
| Price To Book | 2.21 X | |||
| Price To Sales | 0.82 X | |||
| Revenue | 28.72 B | |||
| EBITDA | 6.54 B | |||
| Cash And Equivalents | 2.05 B | |||
| Cash Per Share | 7.12 X | |||
| Total Debt | 11.99 B | |||
| Debt To Equity | 103.40 % | |||
| Book Value Per Share | 33.66 X | |||
| Cash Flow From Operations | 4.5 B | |||
| Earnings Per Share | 4.71 X | |||
| Total Asset | 52.41 B | |||
About Heineken Holding Performance
By analyzing Heineken Holding's fundamental ratios, stakeholders can gain valuable insights into Heineken Holding's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heineken Holding 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 Heineken Holding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Heineken Holding N.V., through its subsidiaries, brews and sells beer and cider. Heineken Holding N.V. was founded in 1864 and is based in Amsterdam, the Netherlands. Heineken Holding operates under Beverages - Brewers classification in Germany and is traded on Frankfurt Stock Exchange. It employs 80000 people.Things to note about Heineken Holding performance evaluation
Checking the ongoing alerts about Heineken Holding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heineken Holding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heineken Holding generated a negative expected return over the last 90 days | |
| Heineken Holding has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Heineken Holding NV has accumulated 11.99 B in total debt with debt to equity ratio (D/E) of 103.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Heineken Holding has a current ratio of 0.72, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Heineken Holding until it has trouble settling it off, either with new capital or with free cash flow. So, Heineken Holding's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Heineken Holding sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Heineken to invest in growth at high rates of return. When we think about Heineken Holding's use of debt, we should always consider it together with cash and equity. |
- Analyzing Heineken Holding'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 Heineken Holding's stock is overvalued or undervalued compared to its peers.
- Examining Heineken Holding'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 Heineken Holding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heineken Holding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heineken Holding's stock. These opinions can provide insight into Heineken Holding's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heineken Stock analysis
When running Heineken Holding's price analysis, check to measure Heineken Holding'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 Heineken Holding is operating at the current time. Most of Heineken Holding's value examination focuses on studying past and present price action to predict the probability of Heineken Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heineken Holding's price. Additionally, you may evaluate how the addition of Heineken Holding to your portfolios can decrease your overall portfolio volatility.
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