The Travelers Companies Stock Performance
| TRV Stock | USD 210.42 3.84 1.86% |
The entity has a beta of 0.56, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Travelers Companies' returns are expected to increase less than the market. However, during the bear market, the loss of holding Travelers Companies is expected to be smaller as well. The Travelers Companies has an expected return of -0.0107%. Please make sure to validate Travelers Companies sortino ratio, as well as the relationship between the semi variance and rate of daily change , to decide if The Travelers Companies performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days The Travelers Companies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, Travelers Companies is not utilizing all of its potentials. The current stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 1.86 | Five Day Return (4.65) | Year To Date Return 9.93 | Ten Year Return 143.54 | All Time Return 4.6 K |
Forward Dividend Yield 0.02 | Payout Ratio 0.2364 | Last Split Factor 2:1 | Forward Dividend Rate 4.2 | Dividend Date 2024-06-28 |
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13 | Marsh McLennan stock price target raised to 221 on growth optimism | 04/18/2024 |
| Begin Period Cash Flow | 799 M |
Travelers |
Travelers Companies Relative Risk vs. Return Landscape
If you would invest 21,289 in The Travelers Companies on January 20, 2024 and sell it today you would lose (247.00) from holding The Travelers Companies or give up 1.16% of portfolio value over 90 days. The Travelers Companies is generating negative expected returns assuming volatility of 1.2636% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Travelers, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Travelers Companies Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Travelers Companies' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Travelers Companies, and traders can use it to determine the average amount a Travelers Companies' 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 = -0.0085
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| Negative Returns | TRV |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Travelers Companies 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 Travelers Companies by adding Travelers Companies to a well-diversified portfolio.
Travelers Companies Fundamentals Growth
Travelers Stock prices reflect investors' perceptions of the future prospects and financial health of Travelers Companies, and Travelers Companies 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 Travelers Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0214 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 50.87 B | ||||
| Shares Outstanding | 228.99 M | ||||
| Price To Earning | 13.69 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.22 X | ||||
| Revenue | 41.36 B | ||||
| Gross Profit | 8.52 B | ||||
| EBITDA | 700 M | ||||
| Net Income | 2.97 B | ||||
| Cash And Equivalents | 4.7 B | ||||
| Cash Per Share | 20.06 X | ||||
| Total Debt | 8.27 B | ||||
| Debt To Equity | 0.37 % | ||||
| Current Ratio | 0.34 X | ||||
| Book Value Per Share | 109.27 X | ||||
| Cash Flow From Operations | 7.71 B | ||||
| Earnings Per Share | 13.47 X | ||||
| Market Capitalization | 48.18 B | ||||
| Total Asset | 117.58 B | ||||
| Retained Earnings | 45.59 B | ||||
About Travelers Companies Performance
To evaluate The Travelers Companies Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Travelers Companies generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Travelers Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand The Travelers Companies market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Travelers's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | (0.0004) | (0.0003) | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.12 | 0.09 |
Things to note about The Travelers Companies performance evaluation
Checking the ongoing alerts about Travelers Companies for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for The Travelers Companies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Travelers Companies generated a negative expected return over the last 90 days | |
| The company has 8.27 B in debt with debt to equity (D/E) ratio of 0.37, which is OK given its current industry classification. The Travelers Companies has a current ratio of 0.33, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Travelers Companies until it has trouble settling it off, either with new capital or with free cash flow. So, Travelers Companies' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like The Travelers Companies sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Travelers to invest in growth at high rates of return. When we think about Travelers Companies' use of debt, we should always consider it together with cash and equity. | |
| Travelers Companies has a poor financial position based on the latest SEC disclosures | |
| Over 85.0% of Travelers Companies shares are owned by institutional investors | |
| Latest headline from investing.com: Marsh McLennan stock price target raised to 221 on growth optimism |
- Analyzing Travelers Companies' 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 Travelers Companies' stock is overvalued or undervalued compared to its peers.
- Examining Travelers Companies' 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 Travelers Companies' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Travelers Companies' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Travelers Companies' stock. These opinions can provide insight into Travelers Companies' potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in The Travelers Companies. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Complementary Tools for Travelers Stock analysis
When running Travelers Companies' price analysis, check to measure Travelers Companies' 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 Travelers Companies is operating at the current time. Most of Travelers Companies' value examination focuses on studying past and present price action to predict the probability of Travelers Companies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Travelers Companies' price. Additionally, you may evaluate how the addition of Travelers Companies to your portfolios can decrease your overall portfolio volatility.
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Is Travelers Companies' industry 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 Travelers Companies. If investors know Travelers 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 Travelers Companies 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 0.162 | Dividend Share 4 | Earnings Share 13.47 | Revenue Per Share 187.263 | Quarterly Revenue Growth 0.157 |
The market value of The Travelers Companies is measured differently than its book value, which is the value of Travelers that is recorded on the company's balance sheet. Investors also form their own opinion of Travelers Companies' value that differs from its market value or its book value, called intrinsic value, which is Travelers Companies' 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 Travelers Companies' market value can be influenced by many factors that don't directly affect Travelers Companies' 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 Travelers Companies' value and its price as these two are different measures arrived at by different means. Investors typically determine if Travelers Companies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Travelers Companies' 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.