Woolworths Holdings (South Africa) Performance
| WHL Stock | 6,479 53.00 0.82% |
Woolworths Holdings has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of -0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Woolworths Holdings are expected to decrease at a much lower rate. During the bear market, Woolworths Holdings is likely to outperform the market. Woolworths Holdings right now maintains a risk of 1.6%. Please check out Woolworths Holdings treynor ratio, downside variance, kurtosis, as well as the relationship between the value at risk and expected short fall , to decide if Woolworths Holdings will be following its historical returns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Woolworths Holdings are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Woolworths Holdings is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 5.5 B | |
| Total Cashflows From Investing Activities | -1.9 B |
Woolworths |
Woolworths Holdings Relative Risk vs. Return Landscape
If you would invest 618,676 in Woolworths Holdings on September 15, 2024 and sell it today you would earn a total of 29,224 from holding Woolworths Holdings or generate 4.72% return on investment over 90 days. Woolworths Holdings is generating 0.0847% of daily returns and assumes 1.5962% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Woolworths, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Woolworths Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Woolworths Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Woolworths Holdings, and traders can use it to determine the average amount a Woolworths Holdings' 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 = 0.0531
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| Cash | Small Risk | WHL | High Risk | Huge Risk |
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Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Woolworths Holdings is performing at about 4% 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 Woolworths Holdings by adding it to a well-diversified portfolio.
Woolworths Holdings Fundamentals Growth
Woolworths Stock prices reflect investors' perceptions of the future prospects and financial health of Woolworths Holdings, and Woolworths Holdings 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 Woolworths Stock performance.
| Return On Equity | 0.35 | |||
| Return On Asset | 0.0752 | |||
| Profit Margin | 0.05 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 89.87 B | |||
| Shares Outstanding | 932.36 M | |||
| Price To Book | 5.38 X | |||
| Price To Sales | 0.79 X | |||
| Revenue | 80.07 B | |||
| EBITDA | 7.14 B | |||
| Total Debt | 4.81 B | |||
| Book Value Per Share | 12.35 X | |||
| Cash Flow From Operations | 6.7 B | |||
| Earnings Per Share | 3.81 X | |||
| Total Asset | 56.08 B | |||
About Woolworths Holdings Performance
By analyzing Woolworths Holdings' fundamental ratios, stakeholders can gain valuable insights into Woolworths Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Woolworths Holdings 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 Woolworths Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Woolworths Holdings performance evaluation
Checking the ongoing alerts about Woolworths Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Woolworths Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 69.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Woolworths Holdings' 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 Woolworths Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Woolworths Holdings' 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 Woolworths Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Woolworths Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Woolworths Holdings' stock. These opinions can provide insight into Woolworths Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Woolworths Stock analysis
When running Woolworths Holdings' price analysis, check to measure Woolworths Holdings' 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 Woolworths Holdings is operating at the current time. Most of Woolworths Holdings' value examination focuses on studying past and present price action to predict the probability of Woolworths Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Woolworths Holdings' price. Additionally, you may evaluate how the addition of Woolworths Holdings to your portfolios can decrease your overall portfolio volatility.
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