Lloyds Banking (UK) Performance
| LLOY Stock | 53.06 0.20 0.38% |
The company secures a Beta (Market Risk) of -0.19, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lloyds Banking are expected to decrease at a much lower rate. During the bear market, Lloyds Banking is likely to outperform the market. At this point, Lloyds Banking Group has a negative expected return of -0.13%. Please make sure to verify Lloyds Banking's treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if Lloyds Banking Group 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 Lloyds Banking Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain 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 0.0544 | Payout Ratio 0.0038 | Last Split Factor 41:40 | Forward Dividend Rate 0.03 | Ex Dividend Date 2024-08-01 |
| Lloyds Banking dividend paid on 10th of September 2024 | 09/10/2024 |
1 | Buy Lloyds Banking Group For Its Dividend Yield Of 5.2 percent - Seeking Alpha | 09/30/2024 |
2 | Here are 2 of my favourite cheap shares to buy today - Yahoo Finance UK | 11/20/2024 |
| Begin Period Cash Flow | 95.8 B |
Lloyds |
Lloyds Banking Relative Risk vs. Return Landscape
If you would invest 5,812 in Lloyds Banking Group on September 1, 2024 and sell it today you would lose (506.00) from holding Lloyds Banking Group or give up 8.71% of portfolio value over 90 days. Lloyds Banking Group is generating negative expected returns and assumes 1.5749% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Lloyds, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lloyds Banking Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lloyds Banking's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lloyds Banking Group, and traders can use it to determine the average amount a Lloyds Banking'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 = -0.0797
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| Negative Returns | LLOY |
Estimated Market Risk
| 1.57 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.13 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 Lloyds Banking 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 Lloyds Banking by adding Lloyds Banking to a well-diversified portfolio.
Lloyds Banking Fundamentals Growth
Lloyds Stock prices reflect investors' perceptions of the future prospects and financial health of Lloyds Banking, and Lloyds Banking 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 Lloyds Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0056 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.41 % | ||||
| Current Valuation | (168.94 B) | ||||
| Shares Outstanding | 60.6 B | ||||
| Price To Book | 0.70 X | ||||
| Price To Sales | 1.73 X | ||||
| Revenue | 18.41 B | ||||
| Gross Profit | 17.06 B | ||||
| EBITDA | 10.42 B | ||||
| Net Income | 7.5 B | ||||
| Total Debt | 93.67 B | ||||
| Book Value Per Share | 0.66 X | ||||
| Cash Flow From Operations | 6.81 B | ||||
| Earnings Per Share | 0.07 X | ||||
| Total Asset | 881.45 B | ||||
| Retained Earnings | 6.79 B | ||||
About Lloyds Banking Performance
Assessing Lloyds Banking's fundamental ratios provides investors with valuable insights into Lloyds Banking's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Lloyds Banking 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.
Lloyds Banking is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Lloyds Banking Group performance evaluation
Checking the ongoing alerts about Lloyds Banking for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lloyds Banking Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lloyds Banking Group generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Here are 2 of my favourite cheap shares to buy today - Yahoo Finance UK |
- Analyzing Lloyds Banking'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 Lloyds Banking's stock is overvalued or undervalued compared to its peers.
- Examining Lloyds Banking'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 Lloyds Banking's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lloyds Banking's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lloyds Banking's stock. These opinions can provide insight into Lloyds Banking's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Lloyds Stock Analysis
When running Lloyds Banking's price analysis, check to measure Lloyds Banking'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 Lloyds Banking is operating at the current time. Most of Lloyds Banking's value examination focuses on studying past and present price action to predict the probability of Lloyds Banking's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lloyds Banking's price. Additionally, you may evaluate how the addition of Lloyds Banking to your portfolios can decrease your overall portfolio volatility.