Southwest Airlines Performance

LUV -- USA Stock  

USD 55.81  0.42  0.75%

Southwest Airlines has performance score of 8 on a scale of 0 to 100. The entity has beta of 0.0262 which indicates as returns on market increase, Southwest Airlines returns are expected to increase less than the market. However during bear market, the loss on holding Southwest Airlines will be expected to be smaller as well. Although it is extremely important to respect Southwest Airlines current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting Southwest Airlines technical indicators you can presently evaluate if the expected return of 0.1639% will be sustainable into the future. Southwest Airlines right now has a risk of 1.3146%. Please validate Southwest Airlines Information Ratio and Downside Variance to decide if Southwest Airlines will be following its existing price patterns.
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Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Southwest Airlines Company are ranked lower than 8 (%) of all global equities and portfolios over the last 30 days. Inspite fairly fragile primary indicators, Southwest Airlines may actually be approaching a critical reversion point that can send shares even higher in October 2019.
Quick Ratio0.55
Fifty Two Week Low44.28
Target High Price75.00
Payout Ratio15.35%
Fifty Two Week High64.02
Target Low Price46.00
Trailing Annual Dividend Yield1.24%
Horizon     30 Days    Login   to change

Southwest Airlines Relative Risk vs. Return Landscape

If you would invest  5,107  in Southwest Airlines Company on August 20, 2019 and sell it today you would earn a total of  516.00  from holding Southwest Airlines Company or generate 10.1% return on investment over 30 days. Southwest Airlines Company is generating 0.1639% of daily returns assuming volatility of 1.3146% on return distribution over 30 days investment horizon. In other words, 11% of equities are less volatile than the company and above 97% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering 30-days investment horizon, Southwest Airlines is expected to generate 1.45 times more return on investment than the market. However, the company is 1.45 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of risk.

Southwest Airlines Market Risk Analysis

Sharpe Ratio = 0.1247
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Southwest Airlines Relative Performance Indicators

Estimated Market Risk
 1.31
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.16
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.12
  actual daily
 
 8 %
of total potential
 
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Based on monthly moving average Southwest Airlines 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 Southwest Airlines by adding it to a well-diversified portfolio.

Southwest Airlines Alerts

Equity Alerts and Improvement Suggestions

The company has 4.56B in debt with debt to equity (D/E) ratio of 45.9 . This implies that the company may be unable to create cash to meet all of its financial commitments. Southwest Airlines has Current Ratio of 0.63 suggesting that it has not enough short term capital to pay financial commitments when the payables are due.
Over 82.0% of Southwest Airlines shares are owned by institutional investors
Latest headline from MacroaxisInsider: Acquisition by Thomas Nealon of 18504 shares of Southwest Airlines subject to Rule 16b-3

Southwest Airlines Dividends

Southwest Airlines Dividends Analysis

Check Southwest Airlines dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Please see also Stocks Correlation. Please also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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