Wolters Kluwers (Germany) Performance
| WOSB Stock | 142.40 1.75 1.24% |
The firm maintains a market beta of 0.3, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wolters Kluwers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Wolters Kluwers is expected to be smaller as well. At this point, Wolters Kluwers Nv has a negative expected return of -0.22%. Please make sure to check out Wolters Kluwers' treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if Wolters Kluwers Nv 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 Wolters Kluwers Nv has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's fundamental drivers remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Wolters |
Wolters Kluwers Relative Risk vs. Return Landscape
If you would invest 16,450 in Wolters Kluwers Nv on December 16, 2024 and sell it today you would lose (2,210) from holding Wolters Kluwers Nv or give up 13.43% of portfolio value over 90 days. Wolters Kluwers Nv is generating negative expected returns and assumes 1.7578% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Wolters, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Wolters Kluwers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wolters Kluwers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wolters Kluwers Nv, and traders can use it to determine the average amount a Wolters Kluwers' 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 = -0.1254
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WOSB |
Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wolters Kluwers 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 Wolters Kluwers by adding Wolters Kluwers to a well-diversified portfolio.
Things to note about Wolters Kluwers Nv performance evaluation
Checking the ongoing alerts about Wolters Kluwers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wolters Kluwers Nv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wolters Kluwers Nv generated a negative expected return over the last 90 days |
- Analyzing Wolters Kluwers' 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 Wolters Kluwers' stock is overvalued or undervalued compared to its peers.
- Examining Wolters Kluwers' 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 Wolters Kluwers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wolters Kluwers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wolters Kluwers' stock. These opinions can provide insight into Wolters Kluwers' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Wolters Stock analysis
When running Wolters Kluwers' price analysis, check to measure Wolters Kluwers' 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 Wolters Kluwers is operating at the current time. Most of Wolters Kluwers' value examination focuses on studying past and present price action to predict the probability of Wolters Kluwers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wolters Kluwers' price. Additionally, you may evaluate how the addition of Wolters Kluwers to your portfolios can decrease your overall portfolio volatility.
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