GlobalData PLC (UK) Performance
| DATA Stock | 202.00 1.00 0.49% |
The company retains a Market Volatility (i.e., Beta) of -0.35, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning GlobalData PLC are expected to decrease at a much lower rate. During the bear market, GlobalData PLC is likely to outperform the market. At this point, GlobalData PLC has a negative expected return of -0.15%. Please make sure to check out GlobalData PLC's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if GlobalData PLC 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 GlobalData PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
Forward Dividend Yield 0.0232 | Payout Ratio 1.122 | Last Split Factor 100:14 | Forward Dividend Rate 0.05 | Ex Dividend Date 2024-09-05 |
1 | GlobalData And 2 UK Stocks Possibly Trading Below Fair Value - Yahoo Finance | 09/25/2024 |
| GlobalData PLC dividend paid on 4th of October 2024 | 10/04/2024 |
2 | GlobalData Executes Strategic Share Buyback Program - MSN | 11/20/2024 |
| Begin Period Cash Flow | 34 M |
GlobalData |
GlobalData PLC Relative Risk vs. Return Landscape
If you would invest 22,547 in GlobalData PLC on August 31, 2024 and sell it today you would lose (2,347) from holding GlobalData PLC or give up 10.41% of portfolio value over 90 days. GlobalData PLC is generating negative expected returns and assumes 1.8878% volatility on return distribution over the 90 days horizon. Simply put, 16% of stocks are less volatile than GlobalData, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
GlobalData PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for GlobalData PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as GlobalData PLC, and traders can use it to determine the average amount a GlobalData PLC'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 = -0.08
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| Negative Returns | DATA |
Estimated Market Risk
| 1.89 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.15 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 GlobalData PLC 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 GlobalData PLC by adding GlobalData PLC to a well-diversified portfolio.
GlobalData PLC Fundamentals Growth
GlobalData Stock prices reflect investors' perceptions of the future prospects and financial health of GlobalData PLC, and GlobalData PLC 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 GlobalData Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0791 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.27 % | |||
| Current Valuation | 1.43 B | |||
| Shares Outstanding | 784.56 M | |||
| Price To Book | 3.53 X | |||
| Price To Sales | 5.73 X | |||
| Revenue | 273.1 M | |||
| Gross Profit | 56.6 M | |||
| EBITDA | 88.1 M | |||
| Net Income | 30.8 M | |||
| Total Debt | 289.4 M | |||
| Book Value Per Share | 0.56 X | |||
| Cash Flow From Operations | 65.8 M | |||
| Earnings Per Share | 0.04 X | |||
| Total Asset | 492.3 M | |||
| Retained Earnings | 169.3 M | |||
About GlobalData PLC Performance
Assessing GlobalData PLC's fundamental ratios provides investors with valuable insights into GlobalData PLC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the GlobalData PLC 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.
GlobalData PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about GlobalData PLC performance evaluation
Checking the ongoing alerts about GlobalData PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for GlobalData PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| GlobalData PLC generated a negative expected return over the last 90 days | |
| About 67.0% of the company shares are held by company insiders | |
| On 4th of October 2024 GlobalData PLC paid 0.015 per share dividend to its current shareholders | |
| Latest headline from news.google.com: GlobalData Executes Strategic Share Buyback Program - MSN |
- Analyzing GlobalData PLC'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 GlobalData PLC's stock is overvalued or undervalued compared to its peers.
- Examining GlobalData PLC'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 GlobalData PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of GlobalData PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of GlobalData PLC's stock. These opinions can provide insight into GlobalData PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for GlobalData Stock Analysis
When running GlobalData PLC's price analysis, check to measure GlobalData PLC'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 GlobalData PLC is operating at the current time. Most of GlobalData PLC's value examination focuses on studying past and present price action to predict the probability of GlobalData PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move GlobalData PLC's price. Additionally, you may evaluate how the addition of GlobalData PLC to your portfolios can decrease your overall portfolio volatility.