Wendel (France) Performance
| MF Stock | EUR 93.50 0.40 0.43% |
Wendel has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wendel's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wendel is expected to be smaller as well. Wendel right now maintains a risk of 0.98%. Please check out Wendel value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to decide if Wendel will be following its historical returns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Wendel are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Wendel is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 2.9 B | |
| Total Cashflows From Investing Activities | -751 M |
Wendel |
Wendel Relative Risk vs. Return Landscape
If you would invest 9,175 in Wendel on August 30, 2024 and sell it today you would earn a total of 175.00 from holding Wendel or generate 1.91% return on investment over 90 days. Wendel is currently producing 0.0338% returns and takes up 0.9791% volatility of returns over 90 trading days. Put another way, 8% of traded stocks are less volatile than Wendel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wendel Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wendel's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wendel, and traders can use it to determine the average amount a Wendel'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 = 0.0345
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| Negative Returns | MF |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Wendel is performing at about 2% of its full potential. 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 Wendel by adding it to a well-diversified portfolio.
Wendel Fundamentals Growth
Wendel Stock prices reflect investors' perceptions of the future prospects and financial health of Wendel, and Wendel 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 Wendel Stock performance.
| Return On Equity | 0.28 | |||
| Return On Asset | 0.0379 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 7.15 B | |||
| Shares Outstanding | 43.43 M | |||
| Price To Earning | 126.15 X | |||
| Price To Book | 1.30 X | |||
| Price To Sales | 0.47 X | |||
| Revenue | 7.5 B | |||
| EBITDA | 2 B | |||
| Cash And Equivalents | 3.4 B | |||
| Cash Per Share | 75.04 X | |||
| Total Debt | 5.26 B | |||
| Debt To Equity | 220.70 % | |||
| Book Value Per Share | 69.28 X | |||
| Cash Flow From Operations | 1.42 B | |||
| Earnings Per Share | 18.88 X | |||
| Total Asset | 14.18 B | |||
| Retained Earnings | (146 M) | |||
| Current Asset | 5.45 B | |||
| Current Liabilities | 3.94 B | |||
About Wendel Performance
By analyzing Wendel's fundamental ratios, stakeholders can gain valuable insights into Wendel's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Wendel 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 Wendel has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Wendel is a private equity firm specializing in equity financing in middle markets and later stages through leveraged buy-out transactions. Wendel was founded in 1704 and is headquartered in Paris, France with additional offices across Asia, North America, United Kingdom, Africa, and Europe. WENDEL operates under Asset Management classification in France and is traded on Paris Stock Exchange. It employs 126362 people.Things to note about Wendel performance evaluation
Checking the ongoing alerts about Wendel for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wendel help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wendel has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| About 41.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Wendel'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 Wendel's stock is overvalued or undervalued compared to its peers.
- Examining Wendel'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 Wendel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wendel's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wendel's stock. These opinions can provide insight into Wendel's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Wendel Stock analysis
When running Wendel's price analysis, check to measure Wendel'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 Wendel is operating at the current time. Most of Wendel's value examination focuses on studying past and present price action to predict the probability of Wendel's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wendel's price. Additionally, you may evaluate how the addition of Wendel to your portfolios can decrease your overall portfolio volatility.
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