Diageo Plc (Germany) Performance
| GUI Stock | EUR 24.91 0.01 0.04% |
The firm shows a Beta (market volatility) of 0.35, which means possible diversification benefits within a given portfolio. As returns on the market increase, Diageo Plc's returns are expected to increase less than the market. However, during the bear market, the loss of holding Diageo Plc is expected to be smaller as well. At this point, Diageo Plc has a negative expected return of -0.35%. Please make sure to confirm Diageo Plc's total risk alpha, potential upside, and the relationship between the standard deviation and maximum drawdown , to decide if Diageo 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 Diageo Plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's forward indicators remain very healthy which may send shares a bit higher in April 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
| Dividend Yield | 0.0148 |
Diageo |
Diageo Plc Relative Risk vs. Return Landscape
If you would invest 3,086 in Diageo Plc on December 14, 2024 and sell it today you would lose (595.00) from holding Diageo Plc or give up 19.28% of portfolio value over 90 days. Diageo Plc is producing return of less than zero assuming 1.7447% volatility of returns over the 90 days investment horizon. Simply put, 15% of all stocks have less volatile historical return distribution than Diageo Plc, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Diageo Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Diageo Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Diageo Plc, and traders can use it to determine the average amount a Diageo 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 = -0.1991
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GUI |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Diageo 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 Diageo Plc by adding Diageo Plc to a well-diversified portfolio.
Diageo Plc Fundamentals Growth
Diageo Stock prices reflect investors' perceptions of the future prospects and financial health of Diageo Plc, and Diageo 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 Diageo Stock performance.
| Current Valuation | 115.92 B | |||
| Price To Book | 11.06 X | |||
| Price To Sales | 5.71 X | |||
| Total Debt | 14.5 B | |||
| Total Asset | 36.52 B | |||
About Diageo Plc Performance
By examining Diageo Plc's fundamental ratios, stakeholders can obtain critical insights into Diageo Plc's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Diageo Plc is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Things to note about Diageo Plc performance evaluation
Checking the ongoing alerts about Diageo Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Diageo Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Diageo Plc generated a negative expected return over the last 90 days |
- Analyzing Diageo 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 Diageo Plc's stock is overvalued or undervalued compared to its peers.
- Examining Diageo 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 Diageo Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Diageo Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Diageo Plc's stock. These opinions can provide insight into Diageo Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Diageo Stock
Diageo Plc financial ratios help investors to determine whether Diageo Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diageo with respect to the benefits of owning Diageo Plc security.