White Mountains Insurance Stock Performance
| WTM Stock | USD 2,010 3.52 0.17% |
White Mountains has a performance score of 8 on a scale of 0 to 100. The firm maintains a market beta of 1.12, which attests to a somewhat significant risk relative to the market. White Mountains returns are very sensitive to returns on the market. As the market goes up or down, White Mountains is expected to follow. White Mountains Insurance right now maintains a risk of 1.44%. Please check out White Mountains Insurance maximum drawdown, as well as the relationship between the skewness and day typical price , to decide if White Mountains Insurance will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in White Mountains Insurance are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of very conflicting basic indicators, White Mountains may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return (0.17) | Five Day Return (0.26) | Year To Date Return 33.11 | Ten Year Return 217.41 | All Time Return 7.1 K |
Forward Dividend Yield 0.0005 | Payout Ratio 0.004 | Forward Dividend Rate 1 | Dividend Date 2024-03-20 | Ex Dividend Date 2024-03-08 |
1 | Acquisition by Yi Steven of 165 shares of White Mountains subject to Rule 16b-3 | 09/18/2024 |
2 | One White Mountains Insurance Group Insider Raised Stake By 77 percent In Previous Year | 10/30/2024 |
3 | White Mountains Q3 Earnings Snapshot | 11/06/2024 |
4 | Should You Be Confident in White Mountains Insurance Group Ltd | 11/13/2024 |
5 | Thompson Siegel Walmsley LLC Sells 1,554 Shares of White Mountains Insurance Group, Ltd. - MarketBeat | 11/21/2024 |
6 | Disposition of 150 shares by Morgan Davis of White Mountains subject to Rule 16b-3 | 11/26/2024 |
| Begin Period Cash Flow | 255 M |
White |
White Mountains Relative Risk vs. Return Landscape
If you would invest 182,343 in White Mountains Insurance on September 2, 2024 and sell it today you would earn a total of 18,656 from holding White Mountains Insurance or generate 10.23% return on investment over 90 days. White Mountains Insurance is generating 0.1624% of daily returns assuming volatility of 1.4376% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than White, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
White Mountains Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for White Mountains' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as White Mountains Insurance, and traders can use it to determine the average amount a White Mountains' 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 = 0.1129
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Estimated Market Risk
| 1.44 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average White Mountains is performing at about 8% 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 White Mountains by adding it to a well-diversified portfolio.
White Mountains Fundamentals Growth
White Stock prices reflect investors' perceptions of the future prospects and financial health of White Mountains, and White Mountains 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 White Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0692 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.42 % | ||||
| Current Valuation | 5.43 B | ||||
| Shares Outstanding | 2.57 M | ||||
| Price To Earning | 6.14 X | ||||
| Price To Book | 1.12 X | ||||
| Price To Sales | 1.89 X | ||||
| Revenue | 2.17 B | ||||
| Gross Profit | 370.9 M | ||||
| EBITDA | 610.3 M | ||||
| Net Income | 509.2 M | ||||
| Cash And Equivalents | 623 M | ||||
| Cash Per Share | 217.18 X | ||||
| Total Debt | 564.6 M | ||||
| Debt To Equity | 0.18 % | ||||
| Current Ratio | 1.95 X | ||||
| Book Value Per Share | 1,820 X | ||||
| Cash Flow From Operations | 404.1 M | ||||
| Earnings Per Share | 252.45 X | ||||
| Market Capitalization | 5.17 B | ||||
| Total Asset | 8.39 B | ||||
| Retained Earnings | 3.69 B | ||||
| Working Capital | (1000 M) | ||||
| Current Asset | 1.23 B | ||||
| Current Liabilities | 2.23 B | ||||
About White Mountains Performance
By examining White Mountains' fundamental ratios, stakeholders can obtain critical insights into White Mountains' 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 White Mountains 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -6.3 K | -6.6 K | |
| Return On Tangible Assets | 0.06 | 0.04 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.06 | 0.04 | |
| Return On Equity | 0.12 | 0.10 |
Things to note about White Mountains Insurance performance evaluation
Checking the ongoing alerts about White Mountains for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for White Mountains Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 90.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from MacroaxisInsider: Disposition of 150 shares by Morgan Davis of White Mountains subject to Rule 16b-3 |
- Analyzing White Mountains' 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 White Mountains' stock is overvalued or undervalued compared to its peers.
- Examining White Mountains' 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 White Mountains' management team can have a significant impact on its success or failure. Reviewing the track record and experience of White Mountains' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of White Mountains' stock. These opinions can provide insight into White Mountains' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in White Mountains Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of White Mountains. If investors know White will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about White Mountains listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6.582 | Dividend Share 1 | Earnings Share 252.45 | Revenue Per Share 1.1 K | Quarterly Revenue Growth 0.835 |
The market value of White Mountains Insurance is measured differently than its book value, which is the value of White that is recorded on the company's balance sheet. Investors also form their own opinion of White Mountains' value that differs from its market value or its book value, called intrinsic value, which is White Mountains' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because White Mountains' market value can be influenced by many factors that don't directly affect White Mountains' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between White Mountains' value and its price as these two are different measures arrived at by different means. Investors typically determine if White Mountains is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, White Mountains' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.