UTI Asset (India) Performance
| UTIAMC Stock | 1,058 32.65 2.99% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, UTI Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding UTI Asset is expected to be smaller as well. At this point, UTI Asset Management has a negative expected return of -0.19%. Please make sure to validate UTI Asset's accumulation distribution, and the relationship between the value at risk and day typical price , to decide if UTI Asset Management performance from the past will be repeated at some future point.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days UTI Asset Management has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Forward Dividend Yield 0.0227 | Payout Ratio 0.3805 | Forward Dividend Rate 24 | Ex Dividend Date 2024-07-18 |
1 | The Market Doesnt Like What It Sees From UTI Asset Management Company Limiteds Earnings Yet - Simply Wall St | 01/09/2025 |
2 | UTI AMC Consolidated December 2024 Net Sales at Rs 417.58 crore, down 7.01 percent Y-o-Y - Moneycontrol | 01/29/2025 |
3 | UTI Asset Management Company allots 8,102 equity shares under ESOS - Business Standard | 02/05/2025 |
4 | Market Correction Not Because Of US, Says UTI AMCs Tyagi - NDTV Profit | 03/05/2025 |
5 | Monaco Asset Management SAM Has 7.43 Million Holdings in Patterson-UTI Energy, Inc. - MarketBeat | 03/17/2025 |
6 | UTI Asset Management Company Limiteds large institutional owners must be happy as stock continues to impress, up 18 percent over the past week - Simply Wall St | 03/24/2025 |
| Begin Period Cash Flow | 2.1 B |
UTI |
UTI Asset Relative Risk vs. Return Landscape
If you would invest 122,645 in UTI Asset Management on December 26, 2024 and sell it today you would lose (16,865) from holding UTI Asset Management or give up 13.75% of portfolio value over 90 days. UTI Asset Management is generating negative expected returns and assumes 3.1927% volatility on return distribution over the 90 days horizon. Simply put, 28% of stocks are less volatile than UTI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UTI Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UTI Asset's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UTI Asset Management, and traders can use it to determine the average amount a UTI Asset'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 = -0.0603
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UTIAMC |
Estimated Market Risk
| 3.19 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average UTI Asset 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 UTI Asset by adding UTI Asset to a well-diversified portfolio.
UTI Asset Fundamentals Growth
UTI Stock prices reflect investors' perceptions of the future prospects and financial health of UTI Asset, and UTI Asset 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 UTI Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.14 | ||||
| Profit Margin | 0.42 % | ||||
| Operating Margin | 0.53 % | ||||
| Current Valuation | 132.06 B | ||||
| Shares Outstanding | 127.98 M | ||||
| Price To Book | 3.12 X | ||||
| Price To Sales | 7.30 X | ||||
| Revenue | 17.37 B | ||||
| Gross Profit | 14.21 B | ||||
| EBITDA | 10.41 B | ||||
| Net Income | 9.87 B | ||||
| Total Debt | 1.51 B | ||||
| Book Value Per Share | 286.60 X | ||||
| Cash Flow From Operations | 3.25 B | ||||
| Earnings Per Share | 63.04 X | ||||
| Total Asset | 53.41 B | ||||
| Retained Earnings | 38.51 B | ||||
About UTI Asset Performance
By analyzing UTI Asset's fundamental ratios, stakeholders can gain valuable insights into UTI Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UTI Asset 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 UTI Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
UTI Asset is entity of India. It is traded as Stock on NSE exchange.Things to note about UTI Asset Management performance evaluation
Checking the ongoing alerts about UTI Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UTI Asset Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| UTI Asset Management generated a negative expected return over the last 90 days | |
| UTI Asset Management has high historical volatility and very poor performance | |
| UTI Asset Management is unlikely to experience financial distress in the next 2 years | |
| About 35.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: UTI Asset Management Company Limiteds large institutional owners must be happy as stock continues to impress, up 18 percent over the past week - Simply Wall St |
- Analyzing UTI Asset'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 UTI Asset's stock is overvalued or undervalued compared to its peers.
- Examining UTI Asset'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 UTI Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UTI Asset's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of UTI Asset's stock. These opinions can provide insight into UTI Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for UTI Stock analysis
When running UTI Asset's price analysis, check to measure UTI Asset'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 UTI Asset is operating at the current time. Most of UTI Asset's value examination focuses on studying past and present price action to predict the probability of UTI Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UTI Asset's price. Additionally, you may evaluate how the addition of UTI Asset to your portfolios can decrease your overall portfolio volatility.
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