Univest Pennsylvania Stock Performance
| UVSP Stock | USD 28.64 0.08 0.28% |
The entity has a beta of 1.18, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Univest Pennsylvania will likely underperform. At this point, Univest Pennsylvania has a negative expected return of -0.0471%. Please make sure to validate Univest Pennsylvania's jensen alpha, skewness, as well as the relationship between the Skewness and day typical price , to decide if Univest Pennsylvania 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 Univest Pennsylvania has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Univest Pennsylvania is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.28) | Five Day Return 0.32 | Year To Date Return (1.38) | Ten Year Return 46.8 | All Time Return 302.81 |
Forward Dividend Yield 0.0293 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 0.84 | Dividend Date 2025-02-19 |
1 | Disposition of 600 shares by Keim Michael S of Univest Pennsylvania at 28.5 subject to Rule 16b-3 | 01/03/2025 |
2 | Earnings call transcript Univest Q4 2024 beats forecasts, stock dips - Investing.com | 01/23/2025 |
3 | Univest Securities, LLC Announces Closing of 3.4 Million Registered Direct Offering for its Client Lichen China Limited | 01/29/2025 |
4 | Disposition of 1290 shares by Beebe Joseph P of Univest Pennsylvania subject to Rule 16b-3 | 01/31/2025 |
5 | Acquisition by Paquin Natalye of 618 shares of Univest Pennsylvania at 30.19 subject to Rule 16b-3 | 02/03/2025 |
6 | Bryn Mawr Trust Expands Bucks County Presence with New Team and Office | 02/10/2025 |
7 | Short Interest in Univest Financial Co. Decreases By 40.4 | 02/14/2025 |
| Univest Pennsylvania dividend paid on 19th of February 2025 | 02/19/2025 |
8 | UNIVEST FINANCIAL Corp SEC 10-K Report - TradingView | 02/24/2025 |
9 | Exploring 3 Undiscovered Gems In The US Market | 02/28/2025 |
10 | Best Income Stocks to Buy for March 12th - Zacks Investment Research | 03/12/2025 |
11 | Disposition of 887 shares by Keim Michael S of Univest Pennsylvania subject to Rule 16b-3 | 03/14/2025 |
12 | Univest Securities, LLC Announces Closing of 12 Million Best Efforts Offering for its Client ... | 03/18/2025 |
13 | Acquisition by Benning Todd S of 1290 shares of Univest Pennsylvania subject to Rule 16b-3 | 03/21/2025 |
| Begin Period Cash Flow | 249.8 M | |
| Free Cash Flow | 75.1 M |
Univest |
Univest Pennsylvania Relative Risk vs. Return Landscape
If you would invest 2,967 in Univest Pennsylvania on December 24, 2024 and sell it today you would lose (103.00) from holding Univest Pennsylvania or give up 3.47% of portfolio value over 90 days. Univest Pennsylvania is currently does not generate positive expected returns and assumes 1.5429% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than Univest, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Univest Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Univest Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Univest Pennsylvania, and traders can use it to determine the average amount a Univest Pennsylvania'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 = -0.0305
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UVSP |
Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Univest Pennsylvania 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 Univest Pennsylvania by adding Univest Pennsylvania to a well-diversified portfolio.
Univest Pennsylvania Fundamentals Growth
Univest Stock prices reflect investors' perceptions of the future prospects and financial health of Univest Pennsylvania, and Univest Pennsylvania 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 Univest Stock performance.
| Return On Equity | 0.088 | ||||
| Return On Asset | 0.0096 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 918.53 M | ||||
| Shares Outstanding | 29 M | ||||
| Price To Earning | 11.33 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 2.83 X | ||||
| Revenue | 412.36 M | ||||
| Gross Profit | 293.05 M | ||||
| EBITDA | 1.35 M | ||||
| Net Income | 75.93 M | ||||
| Cash And Equivalents | 113.98 M | ||||
| Cash Per Share | 3.90 X | ||||
| Total Debt | 267.67 M | ||||
| Debt To Equity | 0.14 % | ||||
| Book Value Per Share | 30.55 X | ||||
| Cash Flow From Operations | 75.11 M | ||||
| Earnings Per Share | 2.58 X | ||||
| Market Capitalization | 830.61 M | ||||
| Total Asset | 8.13 B | ||||
| Retained Earnings | 525.78 M | ||||
About Univest Pennsylvania Performance
Assessing Univest Pennsylvania's fundamental ratios provides investors with valuable insights into Univest Pennsylvania's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Univest Pennsylvania 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.06 | 0.09 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.12 |
Things to note about Univest Pennsylvania performance evaluation
Checking the ongoing alerts about Univest Pennsylvania for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Univest Pennsylvania help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Univest Pennsylvania generated a negative expected return over the last 90 days | |
| Over 80.0% of the company outstanding shares are owned by institutional investors | |
| On 19th of February 2025 Univest Pennsylvania paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Univest Securities, LLC Announces Closing of 12 Million Best Efforts Offering for its Client ... |
- Analyzing Univest Pennsylvania'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 Univest Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Univest Pennsylvania'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 Univest Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Univest Pennsylvania's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Univest Pennsylvania's stock. These opinions can provide insight into Univest Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Univest Stock Analysis
When running Univest Pennsylvania's price analysis, check to measure Univest Pennsylvania'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 Univest Pennsylvania is operating at the current time. Most of Univest Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Univest Pennsylvania's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Univest Pennsylvania's price. Additionally, you may evaluate how the addition of Univest Pennsylvania to your portfolios can decrease your overall portfolio volatility.