Unilever Indonesia (Indonesia) Performance
| UNVR Stock | IDR 1,165 100.00 7.91% |
The entity has a beta of 0.0593, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Unilever Indonesia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Unilever Indonesia is expected to be smaller as well. At this point, Unilever Indonesia Tbk has a negative expected return of -0.77%. Please make sure to validate Unilever Indonesia's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Unilever Indonesia Tbk 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 Unilever Indonesia Tbk has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's forward-looking signals remain quite persistent which may send shares a bit higher in March 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
| Begin Period Cash Flow | 325.2 B |
Unilever |
Unilever Indonesia Relative Risk vs. Return Landscape
If you would invest 184,454 in Unilever Indonesia Tbk on November 28, 2024 and sell it today you would lose (67,954) from holding Unilever Indonesia Tbk or give up 36.84% of portfolio value over 90 days. Unilever Indonesia Tbk is generating negative expected returns and assumes 2.742% volatility on return distribution over the 90 days horizon. Simply put, 24% of stocks are less volatile than Unilever, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Unilever Indonesia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unilever Indonesia's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Unilever Indonesia Tbk, and traders can use it to determine the average amount a Unilever Indonesia'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 = -0.2793
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| Negative Returns | UNVR |
Estimated Market Risk
| 2.74 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.77 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.28 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Unilever Indonesia 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 Unilever Indonesia by adding Unilever Indonesia to a well-diversified portfolio.
Unilever Indonesia Fundamentals Growth
Unilever Stock prices reflect investors' perceptions of the future prospects and financial health of Unilever Indonesia, and Unilever Indonesia 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 Unilever Stock performance.
| Return On Equity | 1.08 | |||
| Return On Asset | 0.24 | |||
| Current Valuation | 175.78 T | |||
| Shares Outstanding | 38.15 B | |||
| Price To Earning | 26.44 X | |||
| Price To Book | 30.76 X | |||
| Price To Sales | 4.34 X | |||
| Revenue | 41.22 T | |||
| EBITDA | 7.5 T | |||
| Cash And Equivalents | 526.36 B | |||
| Cash Per Share | 13.80 X | |||
| Total Debt | 803.62 B | |||
| Debt To Equity | 1.18 % | |||
| Book Value Per Share | 150.22 X | |||
| Cash Flow From Operations | 7.9 T | |||
| Earnings Per Share | 141.00 X | |||
| Total Asset | 18.32 T | |||
About Unilever Indonesia Performance
By examining Unilever Indonesia's fundamental ratios, stakeholders can obtain critical insights into Unilever Indonesia'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 Unilever Indonesia 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.
PT Unilever Indonesia Tbk engages in the manufacture, marketing, and distribution of consumer goods in Indonesia. PT Unilever Indonesia Tbk is a subsidiary of Unilever Indonesia Holding B.V. Unilever Indonesia operates under Household Personal Products classification in Indonesia and is traded on Jakarta Stock Exchange. It employs 4968 people.Things to note about Unilever Indonesia Tbk performance evaluation
Checking the ongoing alerts about Unilever Indonesia for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Unilever Indonesia Tbk help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Unilever Indonesia generated a negative expected return over the last 90 days | |
| Unilever Indonesia Tbk has accumulated 803.62 B in total debt with debt to equity ratio (D/E) of 1.18, which is about average as compared to similar companies. Unilever Indonesia Tbk has a current ratio of 0.62, 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 Unilever Indonesia until it has trouble settling it off, either with new capital or with free cash flow. So, Unilever Indonesia'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 Unilever Indonesia Tbk sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Unilever to invest in growth at high rates of return. When we think about Unilever Indonesia's use of debt, we should always consider it together with cash and equity. | |
| About 85.0% of Unilever Indonesia outstanding shares are owned by insiders |
- Analyzing Unilever Indonesia'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 Unilever Indonesia's stock is overvalued or undervalued compared to its peers.
- Examining Unilever Indonesia'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 Unilever Indonesia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Unilever Indonesia's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Unilever Indonesia's stock. These opinions can provide insight into Unilever Indonesia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Unilever Stock
Unilever Indonesia financial ratios help investors to determine whether Unilever 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 Unilever with respect to the benefits of owning Unilever Indonesia security.