Fevertree Drinks (UK) Performance
| FEVR Stock | 697.00 3.00 0.43% |
The firm shows a Beta (market volatility) of -0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fevertree Drinks are expected to decrease at a much lower rate. During the bear market, Fevertree Drinks is likely to outperform the market. At this point, Fevertree Drinks Plc has a negative expected return of -0.33%. Please make sure to confirm Fevertree Drinks' value at risk, skewness, accumulation distribution, as well as the relationship between the potential upside and kurtosis , to decide if Fevertree Drinks 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 Fevertree Drinks Plc 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 January 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Forward Dividend Yield 0.0239 | Payout Ratio 0.8884 | Forward Dividend Rate 0.17 | Ex Dividend Date 2024-09-26 |
| Fevertree Drinks dividend paid on 18th of October 2024 | 10/18/2024 |
1 | Fevertree Drinks Reaches New 52-Week Low - Heres Why - MarketBeat | 11/05/2024 |
| Begin Period Cash Flow | 95.3 M |
Fevertree |
Fevertree Drinks Relative Risk vs. Return Landscape
If you would invest 88,045 in Fevertree Drinks Plc on September 2, 2024 and sell it today you would lose (18,345) from holding Fevertree Drinks Plc or give up 20.84% of portfolio value over 90 days. Fevertree Drinks Plc is generating negative expected returns and assumes 2.2734% volatility on return distribution over the 90 days horizon. Simply put, 20% of stocks are less volatile than Fevertree, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Fevertree Drinks Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fevertree Drinks' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fevertree Drinks Plc, and traders can use it to determine the average amount a Fevertree Drinks' 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 = -0.1439
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| Negative Returns | FEVR |
Estimated Market Risk
| 2.27 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fevertree Drinks 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 Fevertree Drinks by adding Fevertree Drinks to a well-diversified portfolio.
Fevertree Drinks Fundamentals Growth
Fevertree Stock prices reflect investors' perceptions of the future prospects and financial health of Fevertree Drinks, and Fevertree Drinks 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 Fevertree Stock performance.
| Return On Equity | 0.0947 | ||||
| Return On Asset | 0.0491 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 761.35 M | ||||
| Shares Outstanding | 116.74 M | ||||
| Price To Book | 3.49 X | ||||
| Price To Sales | 2.26 X | ||||
| Revenue | 364.4 M | ||||
| Gross Profit | 130.9 M | ||||
| EBITDA | 30.8 M | ||||
| Net Income | 15.4 M | ||||
| Total Debt | 15.2 M | ||||
| Book Value Per Share | 2.00 X | ||||
| Cash Flow From Operations | (1.9 M) | ||||
| Earnings Per Share | 0.19 X | ||||
| Total Asset | 313.7 M | ||||
| Retained Earnings | 183.1 M | ||||
About Fevertree Drinks Performance
Assessing Fevertree Drinks' fundamental ratios provides investors with valuable insights into Fevertree Drinks' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fevertree Drinks 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.
Fevertree Drinks is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Fevertree Drinks Plc performance evaluation
Checking the ongoing alerts about Fevertree Drinks for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fevertree Drinks Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fevertree Drinks Plc generated a negative expected return over the last 90 days | |
| Fevertree Drinks Plc is unlikely to experience financial distress in the next 2 years | |
| Fevertree Drinks generates negative cash flow from operations | |
| About 70.0% of the company shares are owned by institutional investors | |
| On 18th of October 2024 Fevertree Drinks paid 0.0585 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Fevertree Drinks Reaches New 52-Week Low - Heres Why - MarketBeat |
- Analyzing Fevertree Drinks' 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 Fevertree Drinks' stock is overvalued or undervalued compared to its peers.
- Examining Fevertree Drinks' 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 Fevertree Drinks' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fevertree Drinks' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fevertree Drinks' stock. These opinions can provide insight into Fevertree Drinks' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Fevertree Stock Analysis
When running Fevertree Drinks' price analysis, check to measure Fevertree Drinks' 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 Fevertree Drinks is operating at the current time. Most of Fevertree Drinks' value examination focuses on studying past and present price action to predict the probability of Fevertree Drinks' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fevertree Drinks' price. Additionally, you may evaluate how the addition of Fevertree Drinks to your portfolios can decrease your overall portfolio volatility.