Nestlé SA (Germany) Performance
| NESM Stock | EUR 93.60 0.60 0.65% |
On a scale of 0 to 100, Nestlé SA holds a performance score of 14. The company secures a Beta (Market Risk) of 0.35, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nestlé SA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nestlé SA is expected to be smaller as well. Please check Nestlé SA's sortino ratio, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to make a quick decision on whether Nestlé SA's current price movements will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Nestl SA are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Nestlé SA reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 7 B |
Nestlé |
Nestlé SA Relative Risk vs. Return Landscape
If you would invest 7,900 in Nestl SA on December 19, 2024 and sell it today you would earn a total of 1,460 from holding Nestl SA or generate 18.48% return on investment over 90 days. Nestl SA is generating 0.3005% of daily returns assuming 1.6192% volatility of returns over the 90 days investment horizon. Simply put, 14% of all stocks have less volatile historical return distribution than Nestlé SA, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Nestlé SA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nestlé SA's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Nestl SA, and traders can use it to determine the average amount a Nestlé SA'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 = 0.1856
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NESM | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.62 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Nestlé SA is performing at about 14% 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 Nestlé SA by adding it to a well-diversified portfolio.
Nestlé SA Fundamentals Growth
Nestlé Stock prices reflect investors' perceptions of the future prospects and financial health of Nestlé SA, and Nestlé SA 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 Nestlé Stock performance.
| Return On Equity | 0.2 | |||
| Return On Asset | 0.0718 | |||
| Profit Margin | 0.1 % | |||
| Operating Margin | 0.17 % | |||
| Current Valuation | 357.99 B | |||
| Shares Outstanding | 2.67 B | |||
| Price To Earning | 27.48 X | |||
| Price To Book | 6.90 X | |||
| Price To Sales | 3.27 X | |||
| Revenue | 94.78 B | |||
| EBITDA | 16.08 B | |||
| Cash And Equivalents | 6.44 B | |||
| Cash Per Share | 2.30 X | |||
| Total Debt | 44.93 B | |||
| Debt To Equity | 0.97 % | |||
| Book Value Per Share | 15.73 X | |||
| Cash Flow From Operations | 11.91 B | |||
| Earnings Per Share | 3.42 X | |||
| Total Asset | 135.18 B | |||
| Retained Earnings | 76.69 B | |||
| Current Asset | 29.9 B | |||
| Current Liabilities | 36.95 B | |||
About Nestlé SA Performance
By analyzing Nestlé SA's fundamental ratios, stakeholders can gain valuable insights into Nestlé SA's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Nestlé SA 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 Nestlé SA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Nestl S.A., together with its subsidiaries, operates as a food and beverage company. The company was founded in 1866 and is headquartered in Vevey, Switzerland. NESTLE NAM is traded on Frankfurt Stock Exchange in Germany.Things to note about Nestlé SA performance evaluation
Checking the ongoing alerts about Nestlé SA for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Nestlé SA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nestl SA has accumulated 44.93 B in total debt with debt to equity ratio (D/E) of 0.97, which is about average as compared to similar companies. Nestlé SA has a current ratio of 0.78, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Nestlé SA until it has trouble settling it off, either with new capital or with free cash flow. So, Nestlé SA's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Nestlé SA sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Nestlé to invest in growth at high rates of return. When we think about Nestlé SA's use of debt, we should always consider it together with cash and equity. |
- Analyzing Nestlé SA'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 Nestlé SA's stock is overvalued or undervalued compared to its peers.
- Examining Nestlé SA'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 Nestlé SA's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nestlé SA's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Nestlé SA's stock. These opinions can provide insight into Nestlé SA's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Nestlé Stock analysis
When running Nestlé SA's price analysis, check to measure Nestlé SA'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 Nestlé SA is operating at the current time. Most of Nestlé SA's value examination focuses on studying past and present price action to predict the probability of Nestlé SA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nestlé SA's price. Additionally, you may evaluate how the addition of Nestlé SA to your portfolios can decrease your overall portfolio volatility.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |