Monks Investment (UK) Performance
| MNKS Stock | 1,274 10.00 0.78% |
Monks Investment has a performance score of 12 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.48, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Monks Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Monks Investment is expected to be smaller as well. Monks Investment Trust right now secures a risk of 0.91%. Please verify Monks Investment Trust sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if Monks Investment Trust will be following its current price movements.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Monks Investment Trust are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Monks Investment may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Forward Dividend Yield 0.0017 | Last Split Factor 5:1 | Forward Dividend Rate 0.02 | Ex Dividend Date 2024-08-08 | Last Split Date 2001-07-25 |
| Monks Investment dividend paid on 17th of September 2024 | 09/17/2024 |
1 | Monks Shares Cross Below Fifty Day Moving Average of 1,148.78 - MarketBeat | 09/25/2024 |
2 | Monks Investment Trust PLC Buys Back Shares - TipRanks | 10/31/2024 |
3 | Monks Investment Trust Enhances Treasury with Share Buyback - TipRanks | 11/12/2024 |
| Begin Period Cash Flow | 42.2 M | |
| Free Cash Flow | 10.7 M |
Monks |
Monks Investment Relative Risk vs. Return Landscape
If you would invest 116,000 in Monks Investment Trust on August 30, 2024 and sell it today you would earn a total of 11,400 from holding Monks Investment Trust or generate 9.83% return on investment over 90 days. Monks Investment Trust is generating 0.1484% of daily returns and assumes 0.9122% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Monks, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Monks Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Monks Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Monks Investment Trust, and traders can use it to determine the average amount a Monks Investment'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 = 0.1627
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Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Monks Investment is performing at about 12% 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 Monks Investment by adding it to a well-diversified portfolio.
Monks Investment Fundamentals Growth
Monks Stock prices reflect investors' perceptions of the future prospects and financial health of Monks Investment, and Monks Investment 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 Monks Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0921 | ||||
| Profit Margin | 0.95 % | ||||
| Operating Margin | 0.99 % | ||||
| Current Valuation | 2.89 B | ||||
| Shares Outstanding | 198.41 M | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 7.14 X | ||||
| Revenue | 403.04 M | ||||
| Gross Profit | (48.21 M) | ||||
| EBITDA | 401.19 M | ||||
| Net Income | 398.35 M | ||||
| Total Debt | 223.18 M | ||||
| Book Value Per Share | 12.43 X | ||||
| Cash Flow From Operations | 10.68 M | ||||
| Earnings Per Share | 1.78 X | ||||
| Total Asset | 2.9 B | ||||
| Retained Earnings | 73.45 M | ||||
About Monks Investment Performance
Assessing Monks Investment's fundamental ratios provides investors with valuable insights into Monks Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Monks Investment 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.
Monks Investment is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Monks Investment Trust performance evaluation
Checking the ongoing alerts about Monks Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Monks Investment Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Monks Investment is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: Monks Investment Trust Enhances Treasury with Share Buyback - TipRanks |
- Analyzing Monks Investment'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 Monks Investment's stock is overvalued or undervalued compared to its peers.
- Examining Monks Investment'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 Monks Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Monks Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Monks Investment's stock. These opinions can provide insight into Monks Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Monks Stock Analysis
When running Monks Investment's price analysis, check to measure Monks Investment'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 Monks Investment is operating at the current time. Most of Monks Investment's value examination focuses on studying past and present price action to predict the probability of Monks Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Monks Investment's price. Additionally, you may evaluate how the addition of Monks Investment to your portfolios can decrease your overall portfolio volatility.