Compass Group (UK) Performance
| CPG Stock | 2,424 16.00 0.66% |
The firm shows a Beta (market volatility) of 0.056, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Compass Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Compass Group is expected to be smaller as well. At this point, Compass Group PLC has a negative expected return of -0.13%. Please make sure to confirm Compass Group's potential upside, daily balance of power, and the relationship between the maximum drawdown and kurtosis , to decide if Compass Group PLC 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 Compass Group PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Forward Dividend Yield 0.0196 | Payout Ratio 0.6831 | Last Split Factor 25:26 | Forward Dividend Rate 0.48 | Ex Dividend Date 2025-01-16 |
1 | Compass Group PLCs Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason - Yahoo Finance | 12/30/2024 |
2 | Compass Group Shares Cross Above 200 Day Moving Average - Heres What Happened - MarketBeat | 01/10/2025 |
3 | Compass Group Issues Executive Incentive Awards Aligned with New Policy - TipRanks | 02/13/2025 |
| Compass Group dividend paid on 27th of February 2025 | 02/27/2025 |
4 | BNPP Exane downgrades Compass Group, shares slide - ShareCast | 03/19/2025 |
| Begin Period Cash Flow | 830 M |
Compass |
Compass Group Relative Risk vs. Return Landscape
If you would invest 264,800 in Compass Group PLC on December 22, 2024 and sell it today you would lose (22,400) from holding Compass Group PLC or give up 8.46% of portfolio value over 90 days. Compass Group PLC is generating negative expected returns and assumes 1.2922% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Compass, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Compass Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Compass Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Compass Group PLC, and traders can use it to determine the average amount a Compass Group'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 = -0.102
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| Negative Returns | CPG |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Compass Group 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 Compass Group by adding Compass Group to a well-diversified portfolio.
Compass Group Fundamentals Growth
Compass Stock prices reflect investors' perceptions of the future prospects and financial health of Compass Group, and Compass Group 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 Compass Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0796 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 45.22 B | ||||
| Shares Outstanding | 1.7 B | ||||
| Price To Book | 7.81 X | ||||
| Price To Sales | 0.98 X | ||||
| Revenue | 42 B | ||||
| Gross Profit | 30.49 B | ||||
| EBITDA | 3.41 B | ||||
| Net Income | 2.54 B | ||||
| Total Debt | 5.91 B | ||||
| Book Value Per Share | 4.02 X | ||||
| Cash Flow From Operations | 3.13 B | ||||
| Earnings Per Share | 0.64 X | ||||
| Total Asset | 24.35 B | ||||
| Retained Earnings | 1.57 B | ||||
About Compass Group Performance
By analyzing Compass Group's fundamental ratios, stakeholders can gain valuable insights into Compass Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Compass Group 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 Compass Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Compass Group is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Compass Group PLC performance evaluation
Checking the ongoing alerts about Compass Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Compass Group PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Compass Group PLC generated a negative expected return over the last 90 days | |
| Over 76.0% of the company shares are held by institutions such as insurance companies | |
| On 27th of February 2025 Compass Group paid 0.391 per share dividend to its current shareholders | |
| Latest headline from news.google.com: BNPP Exane downgrades Compass Group, shares slide - ShareCast |
- Analyzing Compass Group'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 Compass Group's stock is overvalued or undervalued compared to its peers.
- Examining Compass Group'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 Compass Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Compass Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Compass Group's stock. These opinions can provide insight into Compass Group's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Compass Stock analysis
When running Compass Group's price analysis, check to measure Compass Group'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 Compass Group is operating at the current time. Most of Compass Group's value examination focuses on studying past and present price action to predict the probability of Compass Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Compass Group's price. Additionally, you may evaluate how the addition of Compass Group to your portfolios can decrease your overall portfolio volatility.
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